Steven Martinucci is a financial advisor with Primerica Advisors in Sarasota, FL, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 1999. Outside of his advisory role, he is also a musician. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Daniel Connelly is a financial advisor with Primerica Advisors in Sarasota, FL, holding Series 63 and Series 65 licenses and over 33 years of industry experience. He has been with Primerica Advisors since 1992 and with Primerica Financial Services since 1988. Outside of his advisory role, Connelly is the founder of South Sarasota Social, a local networking group. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Cherie Duriez is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses. She began her financial services career in 2025 following nine years of military service. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies created by unaffiliated asset managers and supports trade execution and account custody through Pershing and BNY Mellon Advisors.

Darren Kaufman is a financial advisor with Primerica Advisors in Sarasota, FL, holding Series 63 and Series 65 registrations and three years of industry experience. His work history includes roles at Primerica Financial Services, E.W. Scripps Company, and AT&T. Outside of his advisory role, he is involved in real estate sales and property management through New Home Suncoast Inc. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and limited discretionary separately managed account options under a wrap-fee structure.

Andre Prince is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His background includes roles at Primerica Financial Services, Pfs Investments, Inc., as well as positions in local government and construction. Outside of advising, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model‑delivery strategies and separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on retail investor portfolios rather than institutional or pension plan management.