Brent Martin is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 registrations and possessing 11 years of industry experience. Prior to his advisory role, he served for 20 years with the Louisville Fire Department and currently owns a painting business. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs model-delivery strategies managed by unaffiliated asset managers and supports trade execution through BNY Mellon Advisors and Pershing custody services.

Tracey Marshall is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Primerica Advisors, she worked at Primerica Financial Services and has experience in healthcare and nursing education. She has also been involved in entrepreneurial activities through Louisville Learning LLC and Personal Best LLC. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

David Maultsby is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with PFS Investments Inc. since 2014 and with Primerica Financial Services since 2007. In addition to his advisory role, he is involved in sales of investment-related products and non-investment products such as loan services and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets through a large network of advisors and delivers model-based investment strategies supported by third-party asset managers and custodial services.