Bonnie Huff is a financial advisor with Primerica Advisors in Maumee, Ohio, holding 18 years of industry experience. She has worked at Primerica since 2007 and has prior experience at The H.T. Hackney Co. and in local education with Perrysburg and Findlay City Schools. Outside of her advisory role, she is involved in sales of loan products and home security services through affiliated companies. 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 uses a tiered wrap fee structure for its services.

Tyler Binkley is a financial advisor with Primerica Advisors in Maumee, Ohio, holding eight years of industry experience. He has worked with Newman Financial, PFS Investments Inc., and Primerica Financial Services. In addition to advisory activities, he is involved in sales of loan products and home-related service referrals through affiliated companies. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with approximately 3,966 advisors, employing model-delivery strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing.

Gary Kronfield is a financial advisor with Primerica Advisors in Maumee, OH, holding a Series 63 designation and 34 years of industry experience. He has worked with Primerica Financial Services since 1985 and Primerica Advisors since 1992, alongside roles at Kellermeyer Co. and Imperial Dade. In addition to his advisory work, he is involved in sales of non-investment home security and automation products through affiliated businesses. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-based investment strategies managed by third parties and supports accounts with custodial and execution services from BNY Mellon Advisors and Pershing.

Kenneth Noaker is a financial advisor with Primerica Advisors in Maumee, OH, holding a Series 63 designation and 38 years of industry experience. He has worked with Primerica Financial Services since 1987 and has been with Primerica Advisors since 1998. Outside of advisory services, he is involved in sales of investment-related products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-based strategies and a limited number of separately managed account options to individual and high-net-worth clients using a tiered wrap-fee structure.

James Fullerton is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 23 years of industry experience. He has been with Primerica Advisors since 2002 and Primerica Financial Services since 1999. His prior work includes roles at Flower Hospital, Panera Bread, Uber Eats, Pizza Hut, and Kroger. 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.

Michael Newman is a financial advisor with Primerica Advisors in Maumee, Ohio, holding 20 years of industry experience. He has been affiliated with Primerica since 1999 and has operated Newman Financial since 2020. In addition to his advisory role, he engages in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Scot Brzozka is a financial advisor with Primerica Advisors in Maumee, OH, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Newman Financial, Block Advisors, PFS Investments, and Primerica Financial Services. Outside of advising, he works as a self-employed bookkeeper and auditor. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Kristopher Kronbach is a Series 63 licensed financial advisor with 29 years of experience. He has worked at Primerica Advisors and Primerica Financial Services since 1997 and is currently affiliated with Newman Financial. In addition to investment-related activities, he is involved in part-time referrals for home security and automation products through Primerica Client Services, Inc. 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 relies on model-delivery strategies from unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Eric Harwood is a financial advisor with Primerica Advisors in Maumee, Ohio, holding a Series 63 designation and 11 years of industry experience. He has worked at Primerica Advisors since 2014 and has prior experience with Johns Manville and C. Nelson. In addition to his advisory role, he is involved in sales of investment-related products and receives compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and uses a percentage-based wrap fee structure, differentiating its service approach from typical fixed-fee models.

Robert Anderson is a financial advisor with Primerica Advisors in Maumee, Ohio, holding a Series 63 designation and 37 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of advisory work, he is involved in the sale of loan products and home-related services 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 for its services.

James Morgan is a financial advisor with Primerica Advisors, holding a Series 63 designation and 29 years of industry experience. He has worked at Primerica Advisors since 1996 and Newman Financial since 2024. Outside of his advisory role, Morgan is a self-employed attorney and serves as a substitute magistrate for the Toledo Municipal Court. Primerica Advisors offers discretionary asset management 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 employs a tiered wrap fee structure.

Charles Jones is a financial advisor with Primerica Advisors in Maumee, Ohio, holding a Series 63 designation and 39 years of industry experience. He has been affiliated with Primerica Advisors since 1986 and Primerica Financial Services since 1991. Outside of his advisory role, he has a long-standing involvement with Christian Temple Baptist Church since 1972. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited selection of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure as part of its investment approach.

Richard Newman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and over 42 years of industry experience. He has been associated with Primerica since 1983 and operates Newman Financial since 2020. In addition to advisory services, he is involved in sales of loan and home-related products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-based investment strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

James Jackson is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 38 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1986. Outside of advisory work, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-driven strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

John Paskowski is a financial advisor with Primerica Advisors in Maumee, Ohio, holding Series 63 and Series 65 licenses and 18 years of industry experience. His work history includes roles at Wood County Educational Services, Renhill Group, and Maumee Bay State Park, alongside ongoing associations with PFS Investments Inc. and Primerica Financial Services. Outside of his advisory work, he serves as a Department of Natural Resources Specialist for the State of Ohio on a seasonal basis. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which uses model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

James Morris is a financial advisor with Primerica Advisors in Maumee, Ohio, holding a Series 63 designation and 15 years of industry experience. His work history includes roles at Promedica Healthcare System and Greater Toledo Urgent, alongside long-term experience with Primerica-related entities since 1998. He is also involved in sales of home security and automation products through Primerica Client Services, Inc. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, as well as corporate and charitable clients. The firm offers advisory services through a large network of advisors who utilize model-based investment strategies managed by third-party asset managers.

Gregory Siravo is a financial advisor with Primerica Advisors in Maumee, OH, holding a Series 63 designation and 38 years of industry experience. He has worked with Primerica Advisors since 1987 and has been affiliated with Newman Financial since 2020. Outside of his advisory work, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively 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.

Sharon Snyder is a financial advisor with Primerica Advisors in Maumee, Ohio, holding a Series 63 designation and over 25 years of industry experience. She has been associated with PFS Investments Inc. and Primerica Financial Services since 2000. In addition to advisory work, she is involved in sales of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

David Newman is a financial advisor with Primerica Advisors in Maumee, Ohio, holding a Series 63 designation and over 25 years of industry experience. He has been with Primerica Advisors since 2000 and also operates Newman Financial. Outside of advisory work, he is involved in sales of investment-related products and receives compensation for referrals related to home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and a limited selection of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes an operational model based on tiered wrap fees rather than fixed fees.