Daniel Izrail is a financial advisor with Primerica Advisors in New York City, holding a Series 63 designation and 18 years of industry experience. He has worked with Primerica Financial Services and PFS Investments, Inc. since 2007 and is involved with B'above Worldwide Institute since 2018. Outside of advisory work, he is engaged 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 separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Alfons Marku is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Citibank and Primerica Financial Services. He is also involved in the sale of loan products and home security and automation referrals 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 curates third-party asset managers and utilizes a tiered wrap fee structure for its services.

Aaron Stiefel is a financial advisor with Primerica Advisors in New York City, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Primerica Advisors since 2015 and previously at PwC from 2010 to 2018. Outside of advisory work, he is involved in the sale of loan products, home security, automation, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure while delegating trading responsibilities to BNY Mellon Advisors.

Joseph Dixon is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His work history includes roles at Primerica Advisors since 2015, Primerica Financial Services since 2014, and the United States Coast Guard Reserve from 2015 to 2017. Outside of his advisory work, he is involved with AP Appearance, LLC, an unrelated business based in Staten Island, NY. 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 for individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.