Mary Hart is a financial advisor with Primerica Advisors in Milford, OH, holding a Series 63 designation and nine years of industry experience. She has been with Primerica Advisors since 2016 and also has experience with Primerica Financial Services starting in 2015. In addition to her advisory role, she is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm uses third-party asset managers and offers a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Mark Massaro is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000. Outside of his advisory role, Massaro owned Massaro & Associates, LLC, a legal entity formed for Primerica business purposes, and has been involved in the sale 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 discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Carol Parry is a financial advisor with Primerica Advisors in Milford, OH, holding 15 years of industry experience. She has worked with PFS Investments, Inc. since 2011 and Primerica Financial Services since 2010. In addition to advisory services, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and operates at scale with approximately 3,935 advisors and $15.5 billion in assets under management.

Thomas Burkholder is a financial advisor with Primerica Advisors in Milford, OH, holding a Series 63 designation and 19 years of industry experience. He has worked with PFS Primerica Financial Services and PFS Investments Inc. since 2005 and 2006, respectively, and is currently employed at New Richmond EVSD. Outside of advisory services, he is involved in sales of investment-related products and also participates in the sale of loan products and home security and automation 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 selectively managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.