Sam Yue is a financial advisor with Primerica Advisors in Redlands, CA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2006. Outside his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively offered separately managed accounts. The firm uses third-party asset managers and custodians like BNY Mellon Advisors and Pershing, operating with a tiered wrap-fee structure and maintaining discretion over model selection and management.

John Vail is an advisor at Primerica Advisors with Series 63 and Series 65 credentials and three years of industry experience. He has worked at Primerica Advisors since 2022 and previously served for 20 years with the Colton Fire Department. Outside of his advisory role, he owns Pop's Leather Works LLC, a custom leather goods manufacturing business. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Jonathan Benvenisti is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2008 and 2009, respectively. Outside of advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Luis Villa Rojas is a financial advisor at Primerica Advisors with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors and Primerica Financial Services since 2023. Outside of financial advising, he is involved with Professional Auto Transport. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Deborah Ames is a financial advisor with Primerica Advisors in Redlands, CA, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has been with Primerica Advisors since 2014 and Primerica Financial Services since 2013. Outside of advisory services, she is involved in the sale of loan products and home security and automation services through affiliated Primerica companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and separately managed account options to individual and high-net-worth clients. The firm uses an independent due-diligence process to select asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating under a tiered wrap-fee structure.

Richard Mast is a financial advisor with Primerica Advisors in Redlands, CA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with PFS Investments Inc. since 2005 and Primerica Financial Services since 2003. Outside of his advisory roles, he is involved with R&R Property Maintenance and receives compensation for referrals related to home security and automation products through Primerica Client Services, Inc. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers, employs BNY Mellon Advisors for model implementation, and uses a tiered wrap-fee structure for its services.

Jennifer Higgins is a financial advisor with Primerica Advisors who holds Series 65 and Series 63 licenses and has 11 years of industry experience. Her career includes multiple roles within Primerica Advisors and Primerica Financial Services since 2014, as well as prior experience at California Life Properties. She also engages in sales of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery investment strategies managed by third-party asset managers and supports advisory services through a large network of financial advisors across numerous offices.

Katrina Hatter is a financial advisor with Primerica Advisors in Redlands, CA, holding Series 63 and Series 65 licenses and two years of industry experience. Her prior work includes roles at Primerica Financial Services and San Bernardino Medical Orthopaedic Group. She also has involvement in sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm employs a curated third-party asset manager approach combined with BNY Mellon Advisors for model implementation and trade execution.

Kimberly Pendleton is a financial advisor with Primerica Advisors in Redlands, CA, holding Series 63 and Series 65 licenses and eight years of industry experience. Her background includes roles in education with several school districts and ongoing work with PFS Investments Inc. Additionally, she contributes as an advertising assistant for Manhattan Fashion Magazine. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.