Jeffrey Dorfsman is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and three years of industry experience. His background includes roles at Medtronic, Lyft Inc, and a 22-year tenure with the City of Plymouth. Outside of his advisory work, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of 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, with trading and custody services provided by Pershing and Primerica Brokerage Services.

Mason Pullis is a financial advisor with Primerica Advisors in Sauk Rapids, MN, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at 3M, Force America, and Alexandria. He is involved in sales of investment-related and home-related products through affiliated companies. 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 clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-based strategies managed by third-party asset managers.