Karla Lasky is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses and having four years of industry experience. Her work history includes roles at PFS Investments Inc and Primerica Financial Services, as well as prior experience with Select Sires, Inc and Accelerated Genetics. She is involved in sales of investment-related products and also participates in referral activities for home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management 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. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio management and trading delegated to BNY Mellon Advisors.

Terry Dickman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Primerica Advisors since 2003 and Primerica Financial Services since 2002. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies and owns a legal entity established for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Colin Dickman is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 licenses with five years of industry experience. He has worked with Primerica Advisors since 2021 and has additional experience with Primerica Financial Services dating back to 2019. Outside of finance, he is involved as a delivery driver for Spark Delivery in La Crosse. Primerica Advisors manages 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 utilizes model-based investment strategies developed by third-party asset managers and supports clients through a large network of advisors and offices.

Stacey Klein is a financial advisor with Primerica Advisors in La Crosse, WI, holding Series 63 and Series 65 credentials and 14 years of industry experience. Her background includes roles in local government and healthcare administration, alongside managing business ventures such as Harry's Place. Klein has been affiliated with Primerica Financial Services since 2011 and PFS Investments Inc. since 2012. 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 entities. The firm utilizes model-driven investment strategies and offers advisory services through a large network of advisors.

Sandra Ripley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. Her prior work includes positions at Cashton Vet Clinic and Jenkins, Stittleburg and Menn Law Office. In addition to her advisory role, she is involved in the sale of loan products and referrals for home security and automation services through Primerica-affiliated companies. Primerica Advisors manages 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 through model-based investment strategies.