Frances Lantery is a financial advisor with Primerica Advisors, holding a Series 63 designation and 26 years of industry experience. She has worked at Primerica Advisors and Primerica Financial Services since 2000, following a 39-year tenure at University Hospitals of Cleveland. Lantery also engages in sales of loan products and home-related services referrals through affiliated companies. Primerica Advisors manages 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 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based recommendations and utilizing third-party asset managers and custodians.

William Quayle Jr. is a financial advisor with Primerica Advisors in North Royalton, OH, holding Series 63 and Series 65 licenses and 43 years of industry experience. He has been with Primerica Advisors since 1982 and Primerica Financial Services since 1980. 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, providing model-delivery strategies and separately managed account options primarily to individual and high-net-worth clients. The firm employs a wrap-fee structure and curates third-party asset managers, delegating trading to BNY Mellon Advisors.

Carol Briggs is a financial advisor with Primerica Advisors who holds seven years of industry experience. Her career includes roles at Primerica Financial Services and Primerica Advisors, as well as work with the Veterans Administration and various healthcare professionals. Outside of financial advising, she is involved with Malleys Chocolates. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Barbara White is a Series 63 licensed financial advisor with Primerica Advisors, based in North Royalton, OH, and has 26 years of industry experience. She has worked at Primerica Advisors and Primerica Financial Services since 1998 and was previously employed at University Hospitals of Cleveland from 2010 to 2019. Her other business activities include part-time sales of home security and automation products through affiliates of Primerica. Primerica Advisors provides discretionary asset management primarily 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 utilizes a tiered wrap fee structure, focusing on personalized portfolio management rather than institutional plan management.

Aldo Filippelli is a financial advisor with Primerica Advisors in North Royalton, OH, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2012 and has been involved with the North Royalton License Bureau and Filippelli Construction since the mid-1990s. Outside of advising, he receives compensation for 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 separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors, maintaining an operational model that includes tiered wrap fees and oversight of manager selection.

David Volk is a financial advisor with Primerica Advisors, holding 15 years of industry experience. His career includes nine years in finance and accounting with the Department of Defense and ongoing roles with PFS Investments Inc. and Primerica Financial Services. He is involved in sales of investment-related products and also participates in the referral of home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm employs a tiered wrap-fee structure and curates third-party asset managers, delegating model implementation to BNY Mellon Advisors.