Keith Pinkard is a financial advisor at Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses with six years of industry experience. He has worked at Primerica Advisors since 2020 and previously spent 16 years with Cedar Hill Independent School District. Outside of his advisory role, he is involved in sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program focusing on model-delivery strategies and manages approximately $15.5 billion in assets through a large network of financial advisors.

Heather Brown is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has been with Primerica Advisors and Primerica Financial Services since 2016. Outside of her advisory role, she is involved with Windy Hill Farm, an enterprise she has operated since 2006. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients, structured as a wrap-fee solution rather than institutional plan management.

Cassandra Cardwell is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. Her career includes roles at PFS Investments Inc. and Primerica Financial Services, as well as work with Richardson and Garland Independent School Districts. She is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides 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 employs a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Maria Cassagnol is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and eight years of industry experience. Her work history includes roles at Brighton, PFSI Investments Inc., Home Depot, and Primerica Financial Services. Outside of her advisory duties, she is involved in managing a peer-to-peer rental hosting business. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily for 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 thousands of advisors and offices, delivering advisory services through model-based recommendations created and managed by third-party asset managers.

Ellen Thomas is a financial advisor with Primerica Advisors in Plano, TX. She holds the Series 63 and Series 65 licenses and has one year of industry experience. Prior to her current role, she worked at PFS Investments Inc. and Primerica Financial Services and spent 19 years with Rains ISD. She also has experience working with the YMCA. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven investment strategies managed by third-party asset managers.

Michael Brumfield is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Primerica Advisors since 1999 and was previously employed by SiriusXM for 11 years. Outside of advisory work, he is involved in business activities related to mortgage product sales and home security referrals through Primerica-affiliated companies and also works part-time with Citicorp Trust Bank on home equity lending matters. Primerica Advisors sponsors 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 accounts. The firm uses model-delivery strategies managed by unaffiliated asset managers and partners with BNY Mellon Advisors and Pershing for trade execution and custody.

Donald Dennis is a financial advisor with Primerica Advisors in Plano, TX, holding Series 65 and Series 63 licenses and having 12 years of industry experience. He has been associated with Primerica Financial Services since 1985 and with PFS Investments Inc. since 2022. In addition to his advisory role, he receives non-investment compensation related to the sale of loan products and home security services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and supports trade execution and custody through established custodians.

Patrick Orender is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and with 24 years of industry experience. He has been affiliated with Primerica Advisors and Primerica Financial Services since 1997. Outside of advisory work, he is a partner in Orenders Champions, LLC, which manages desktop publishing and book sales related to leadership and business. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services primarily through model portfolio strategies managed by unaffiliated asset managers and supports trade execution and custody through established custodians.

Toni Alexander is a financial advisor with Primerica Advisors in McKinney, TX, holding Series 63 and Series 65 licenses and having 16 years of industry experience. She has been associated with PFS Investments Inc. since 2009 and Primerica Financial Services since 2003. In addition to her advisory role, she is involved in selling loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, utilizing model-delivery strategies and a limited number of discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs an operational model based on tiered wrap fees rather than fixed fees.

Suzanne Himler is a financial advisor with Primerica Advisors in Plano, TX, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with PFS Investments Inc. since 2000 and Primerica Financial Services since 1999. In addition to her advisory role, she is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides 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 trading responsibilities while maintaining oversight of its investment models.