Jacqueline Dheere is a financial advisor with Primerica Advisors in Boca Raton, FL, holding Series 63 and Series 65 licenses and 12 years of industry experience. She has worked with PFS Investments Inc. since 2013 and Primerica Financial Services since 2012. Outside of her advisory role, she is involved in yacht brokerage through Pop Yachts and owns Juliette Delta Enterprises, LLC, a non-investment-related business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm’s approach includes independent manager due diligence and uses BNY Mellon Advisors for model implementation, offering a tiered wrap-fee structure and curated third-party asset managers.

Robert Padgett is a financial advisor with Primerica Advisors in Lake Worth, FL, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Primerica Advisors since 2022 and previously at Primerica Financial Services. Outside of finance, Mr. Padgett is a self-employed musician with over 40 years in performance, composition, and music education. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies and discretionary separately managed accounts supported by custody and trade execution services from Pershing and BNY Mellon Advisors.

Brian Cartland is a financial advisor with Primerica Advisors and holds Series 65 and Series 63 licenses. He has eight years of industry experience, including prior roles at PFS Investments Inc. and a business development position with the Business Development Board of Palm Beach. Outside of his advisory work, Cartland is the author of "Sharp Iron Study-Book of James." Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services through model-based strategies managed by unaffiliated asset managers and operates a large network of advisors with approximately $15.5 billion in assets under management.

Felicia Banks is a financial advisor with Primerica Advisors in Greenacres, FL, holding Series 65 and Series 63 credentials and having 10 years of industry experience. Her prior experience includes roles at Aetna and NuVista Living at Wellington Green. She is also involved in part-time sales of loan products and home-related services through firms affiliated with Primerica. Primerica Advisors primarily serves individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program using model-delivery strategies managed by third-party asset managers and operates at scale with approximately $15.5 billion in assets under management.

John Whitledge is a financial advisor at Primerica Advisors with 26 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Oppenheimer and Managed Account Services, LLC. Outside of his advisory role, he owns JKM Legacy Holdings, Inc., a company involved in real estate investing. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts within a wrap-fee structure.

Douglas Coller is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and possessing nine years of industry experience. He has been with Primerica Advisors since 2016 and also operates Douglas E Coller, PA, a separate investment-related business. Outside of financial advising, he is involved in real estate brokerage with Coldwell Banker Commercial NRT and works as a self-employed driver for Uber and Lyft. 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 delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Barbara Wooden is a financial advisor with Primerica Advisors, holding a Series 66 designation and 18 years of industry experience. She has been with PFS Investments Inc. and Primerica Financial Services since 2013. Outside of her advisory role, she is President and CEO of Agape Marine Ventures and works as a Medicare agent with Senior Services of NA. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.