Patrick Mcginley is a financial advisor with Primerica Advisors in Mission Viejo, CA, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1992. In addition to his advisory role, he is involved in the sale 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 discretionary separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure, focusing on non-institutional clients.

Blake Sorensen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and one year of industry experience. His prior work includes roles at PFS Investments Inc., Turpin & Rattan, Primerica Financial Services, Burtek Energy, and Berger Solar Electric. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 financial advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based recommendations managed by unaffiliated asset managers.

Donald Steepe is a financial advisor with Primerica Advisors in Mission Viejo, CA, holding Series 63 and Series 65 licenses and with 42 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1983. Outside of his advisory role, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers 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.