Ann Marie George Medford is a financial advisor at Primerica Advisors with 17 years of industry experience. She holds a Series 63 designation and has been with Primerica Advisors since 2018. In addition to her advisory role, she has operated a postpartum consulting business since 2004. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of discretionary separately managed account options. The firm uses third-party asset managers and emphasizes a tiered wrap-fee billing structure.

Joseph Semper is a financial advisor with Primerica Advisors in New York, NY, holding a Series 63 designation and 29 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1996. Outside of his advisory role, he is involved in the sale of mortgage and home-related products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options tailored to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Shemika Merphy is a financial advisor with Primerica Advisors in New York, NY, holding Series 63 and Series 65 licenses and bringing seven years of industry experience. She has been with Primerica Advisors since 2018 and also has a long tenure at Con Edison and Primerica Financial Services dating back to 2006. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors and select corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, offering model-driven investment strategies supported by third-party asset managers and custodians.

Stefan Zawistowski is a financial advisor with Primerica Advisors in New York, NY, holding Series 63 and Series 65 credentials. He has been with Primerica Advisors since 2025 and has prior experience with Primerica Financial Services starting in 2024. Outside of his advisory role, he owns Mundimex, Inc., a business focused on the magnetic treatment of fluids, which he has operated since 1987. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its investment solutions.

Leon Denmark is a financial advisor with Primerica Advisors in New York, NY, holding a Series 63 designation and 26 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998 and has worked as a self-employed consultant since 1997. Outside of his advisory role, Denmark is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which provides model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating a tiered wrap-fee structure and maintaining ongoing oversight of its investment models.

Isaac Capers is a Series 63–licensed financial advisor with Primerica Advisors in New York, NY, where he has worked since 1999. He has 26 years of industry experience and has been affiliated with Primerica Financial Services since 1997. Outside of his advisory role, he is involved in sales of loan products and home-related services 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 accounts. The firm employs third-party asset managers and provides a tiered wrap-fee billing structure, focusing exclusively on non-institutional clients.

Corazon Cajigas Poblete is a financial advisor with Primerica Advisors in New York, NY, holding Series 63 and Series 65 licenses and having five years of industry experience. Her prior work includes roles at Assurance Iq and Pfs Investments Inc., as well as earlier experience at Primerica Financial Services Inc. Outside of her advisory work, she is the author of an e-book titled *Beyond The Playground - Navigating Bullying in a Connected World* and works part-time as an Uber driver. 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 to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Judy Sennon is a financial advisor with Primerica Advisors in New York, NY, holding a Series 63 designation and 21 years of industry experience. She has been with Primerica Advisors since 2005 and with Primerica Financial Services since 1998. 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 sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, delivering model-based investment strategies managed by third-party asset managers with discretionary portfolio management and trade execution support.

Blanca Moreno Gonzalez is a financial advisor with Primerica Advisors in Bronx, NY, holding a Series 63 designation and over 30 years of industry experience. She has been with Primerica Advisors since 1994 and with Primerica Financial Services since 1993. Outside of her advisory role, she is a part owner of Power in Words Embroidery, an embroidery business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure for its services.