David Severson is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and three years of industry experience. He has worked with Primerica Advisors and Primerica Financial Services since 2020 and has prior experience at Nestle Waters and Cintas Fire. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated Primerica entities. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients, operating primarily as a wrap-fee solution.

David Moyston is a financial advisor with Primerica Advisors in Orlando, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with PFS Investment Inc. and Primerica Financial Services since 2016, and briefly with Alton Clark Realty. In addition to advisory services, he is involved in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, with about 3,698 advisors and $15.5 billion in assets under management. The firm uses model-delivery strategies from third-party managers and offers discretionary separately managed accounts, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Kenneth Bates is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and five years of industry experience. His work history includes roles at AmOne, GravyWork, Primerica Financial Services, Bankers Life, and Wells Fargo. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers model-based investment strategies supported by third-party asset managers and custody services while operating at a large scale with thousands of advisors and billions in assets under management.