David Marquez is a Series 63 and Series 65 licensed financial advisor with Primerica Advisors in Joliet, IL, bringing 31 years of industry experience. He has been with Primerica Advisors since 1995 and with Primerica Financial Services since 1994. In addition to advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services primarily via model-driven strategies created by unaffiliated asset managers.

Brian Stacy is a financial advisor with Primerica Advisors in Joliet, IL, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work includes 16 years at 7-Eleven, Inc. Outside of advising, he is involved in non-investment activities such as driving for Play Poker Chicago. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors and select corporate and charitable clients. The firm uses model-delivery strategies from unaffiliated asset managers and offers an advisory approach supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Kevin Ketter is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior work includes roles at Constellation and Exelon Nuclear Security. Outside of advising, he owns and operates a tax preparation business in Plainfield, IL. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.