Mahalie Martinez is a financial advisor at Primerica Advisors with seven years of industry experience. She holds the Series 65 and Series 63 designations and has worked at PFS Investments Inc. and Primerica Financial Services. Outside of advising, she is involved in the sale of loan products, home security, and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services using model-driven strategies managed by unaffiliated asset managers and supports accounts with custody and trade execution from Pershing and BNY Mellon Advisors.

Mark Laville is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been affiliated with PFS Investments Inc. since 2016 and Primerica Financial Services since 2015. In addition to advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based investment strategies supported by third-party asset managers and custodians.

Jimmy Nguyen is a financial advisor with Primerica Advisors holding Series 65 and Series 63 credentials and has two years of industry experience. His prior work includes roles at PFS Investments Inc. and Primerica Financial Services. Outside of finance, he has been involved in the hospitality and beauty sectors, including ownership or management of Izakaya Sushi Pub and The Next Generation Hair and Nails Salon. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual, corporate, and charitable clients. The firm employs model-delivery investment strategies and supports account execution and custody through third-party providers, with approximately $15.5 billion in assets under management across nearly 3,700 advisors.