Matthew Brown is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having one year of industry experience. He has worked at Primerica Advisors since 2024 and has prior experience at BHG Financial, Bank of America, and TD Bank. Outside of advisory activities, he is the sole member of SMART Capital Consulting, LLC, a non-investment related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited separately managed account options to individual and high-net-worth clients in a wrap-fee structure. The firm curates third-party asset managers and uses an independent due-diligence process, with trading delegated to BNY Mellon Advisors.

Sandra Bitar is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and eight years of industry experience. She has worked at Victory Bank since 2020 and has been affiliated with PFSI Investment Inc. and Primerica Financial Services since 2018. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-based strategies managed by unaffiliated asset managers and supports trade execution and custody through third-party providers.

Danielle Kulp is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Primerica Financial Services since 2009 and has been with Primerica Advisors since 2020. Outside of financial services, she is involved with Wingmom Bucks County, providing support services such as babysitting, transportation, and home organizing. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Vandon Cooper is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Primerica Financial Services since 2005 and PFS Investments Inc since 2008, and more recently at Diehl Financial Group. In addition to advisory work, he is involved in the sale of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program featuring model-based strategies managed by external asset managers and supported by custodial and trade execution services from Pershing.

Nathanael Radcliff is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services, and also has a background involving several hospital roles. Outside of advisory services, he is involved in sales of loan products and home-related service referrals through affiliated companies. Primerica Advisors is a large-scale firm offering a wrap-fee asset management program primarily for individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services mainly through model recommendations created by third-party asset managers.

Ashley Frankenfield is a financial advisor at Primerica Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has held roles at several companies including Deacon Industrial Supply, Elite Marketing Pro, and TeamDiehl Inc. Outside of financial advising, she owns an eCommerce store and operates a massage therapy business in Quakertown, PA. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Daniel Ash is a financial advisor with Primerica Advisors in Hellertown, PA, holding Series 63 and Series 65 licenses and having nine years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 2016 and is also affiliated with The Perkiomen School since 2010. Outside of his advisory role, he is involved in real estate development through True Community Development. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Kurt Diehl is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Diehl Financial Group since 2020 and has been associated with PFS Investments Inc. and Primerica Financial Services since 2007 and 2006, respectively. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on portfolio management rather than institutional pension or profit-sharing plans.

Matthew Lindenmuth is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked with Primerica Advisors since 2013 and is also involved with Safety Rail Source as an administrative assistant and serves as a middle school soccer coach at Coventry Christian School. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients in a wrap-fee structure. The firm curates third-party asset managers and uses BNY Mellon Advisors for model implementation and Pershing for custody and trade execution.

David Diehl is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has been affiliated with Primerica Advisors since 1984 and leads Diehl Financial Group, which conducts sales activities for investment and home-related products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients, using model-delivery strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Richard Pratt is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Agape Precision Manufacturing LLC, Van Industries Inc, and King Shooters Supply. Pratt is also involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, maintaining oversight of its investment models.