Thomas Kapaun is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Primerica Advisors since 2015 and has operated Thomas Kapaun Inc, an accounting and tax preparation business, since 2003. Outside of his advisory role, he is involved in accounting and tax services through his own firm. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed account options primarily for individual and high-net-worth clients. The firm employs third-party asset managers and uses a tiered wrap fee structure, focusing on curated investment models rather than institutional plan management.

Dorothy Kapaun is a financial advisor with Primerica Advisors in Longmont, CO, holding Series 65 and Series 63 licenses and with four years of industry experience. Prior to her current role, she was self-employed for 14 years and has been associated with Primerica Financial Services and Thomas Kapaun, Inc. since 1997. She receives additional non-investment related compensation through referrals for home security and automation products. 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 provides custody and trade execution support through established partners.

Lorelyn Glapion is a financial advisor with Primerica Advisors in Longmont, CO, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. Her career includes tenure at Oracle and Anthem Inc., alongside her ongoing roles at Primerica Financial Services and PFS Investments Inc. She is involved in sales of investment-related products and also receives compensation for referrals related to home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with a broad advisory network and relies mainly on model-driven strategies managed by third-party asset managers.

Sabina Mcwhinney is a financial advisor with Primerica Advisors in Estes Park, CO, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked with Primerica Financial Services since 2011 and is also involved with ATS - Accounting & Tax Solutions, LLC, and PFS Investments Inc. Outside of her advisory role, she co-owns Kiowa Properties, LLC with her husband and manages a separate non-investment related business, Source Corporation. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap fee structure, focusing on a range of investment models including Strategic, Tactical, Tax-Aware, and Income Distribution approaches.