Dawne Polsinelli is a financial advisor with Primerica Advisors in Port Charlotte, FL, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Primerica Advisors since 2000 and has worked with Primerica Financial Services since 1989. In addition to her advisory role, she is involved in referral activities for home security and automation products and manages crypto investing within a personal Roth IRA. 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 uses a tiered wrap fee structure, providing custody and trade execution services through Pershing and Primerica Brokerage Services.

Christopher Church is a financial advisor with Primerica Advisors in Port Charlotte, FL, holding Series 65 and Series 63 licenses and 17 years of industry experience. He has been with Primerica Advisors since 2008 and previously served 14 years with Charlotte County Fire/EMS. Outside of his advisory role, he is CEO and partner of Estates Authority LLC and is involved in non-investment business activities related to home security and automation referrals. 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 operates a wrap-fee asset management program utilizing model-delivery strategies managed by unaffiliated asset managers, with support from BNY Mellon Advisors and Pershing for trade execution and custody.