Ronald Schmitt Sr. is a financial advisor with Primerica Advisors in New Rochelle, NY, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with Primerica Advisors since 1989 and Primerica Financial Services since 1988. Outside of advisory work, he is involved with affiliated companies in the sale of home security and automation products, loan products, and other home-related services through part-time referral activities. 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 employs a model-delivery approach across a range of strategic, tactical, tax-managed, and income-distribution investment strategies.

Toni Clark is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 22 years of industry experience. Her prior roles include positions at MassMutual Investors Services, NYLIFE Securities LLC, and New York Life Insurance Company. Outside of advisory work, she owns and operates TClark Tax Service, providing tax preparation services. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with over 3,600 advisors and approximately $15.5 billion in assets under management. The firm relies on model-delivery strategies managed by third parties and focuses on advisory services rather than institutional portfolio management.