Sarah Coolbaugh is a financial advisor with Primerica Advisors in Reading, PA, holding Series 65 and Series 63 licenses and seven years of industry experience. She has worked with Primerica Advisors since 2019 and Primerica Financial Services since 2016. Prior to her financial services career, she was involved in massage therapy for five years. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm employs largely model-driven investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Michael Mcnulty is a financial advisor with Primerica Advisors in Reading, PA. He holds Series 63 and Series 65 licenses and has one year of experience in the financial services industry. Prior to his current role, he worked in the auto glass and automotive sectors. In addition to advisory services, he is involved in sales of investment-related products and receives compensation for referrals related to mortgage and home security services. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and offers an overlay manager and custody support through BNY Mellon Advisors and Pershing.

Jonathan Conover is a financial advisor with Primerica Advisors in Wyomissing, PA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has been with Primerica Advisors since 2013 and concurrently involved with Primerica Financial Services since 2012. In addition to advisory services, he is involved in sales of non-investment related home security and automation products through affiliated companies. 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. The firm employs a curated third-party asset manager model with an exclusively percentage-based, tiered wrap fee structure.