Mark Graham is a Series 63-licensed financial advisor with 17 years of industry experience, currently affiliated with Primerica Advisors. He has worked at PFS Investments, Inc. since 2008 and Primerica Financial Services since 2004. Outside of his advisory role, he has been involved in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and limited discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Lisbel Rosario is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 10 years of industry experience. Her prior work includes roles at Community Capital NY, the Charter School of Educational Excellence, Pelham Plumbing & Heating Corp., and PFS Investments Inc. Outside of advising, she serves as an administrative assistant for the City Schools Sports Association. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates on a large scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, delivering advisory services through model-based recommendations and discretionary management options.

Brian Kopilak is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 21 years of industry experience. He has worked with PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. Outside of advisory work, he is involved in affiliated business activities including sales of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-based strategies and discretionary separately managed accounts. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap-fee structure.

Chanice Seda is a financial advisor with Primerica Advisors in Peekskill, NY, holding a Series 63 designation and 18 years of industry experience. She has been with Primerica Advisors since 2007 and has worked with Primerica Financial Services since 2003. In addition to her advisory role, she is involved in selling loan products and home security referrals through affiliates of Primerica. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-based strategies and selectively managed accounts. The firm uses a tiered wrap-fee structure and curates third-party asset managers while maintaining oversight of model offerings.

Sheldon Cazoe is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with Primerica Advisors since 1993 and has over three decades of experience with Primerica Financial Services. In addition to advisory services, he is involved in sales of loan products and home security referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-driven investment strategies supported by third-party asset managers and provides advisory services through a broad network of advisors across numerous offices.

Huan Yuan Chen is a financial advisor with Primerica Advisors in Peekskill, NY, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with Primerica Advisors since 2021 and has a background that includes long-term service with New York City Transit and Primerica Financial Services. Outside of advising, he is involved in the sale of home security and automation products 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. The firm curates third-party asset managers and uses a tiered wrap fee structure, providing portfolio management that excludes institutional pension or profit-sharing plans.