Kevin Kase is a financial advisor with Primerica Advisors in Sioux Falls, SD, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2013 and previously operated his own advisory business from 2009 to 2017. His other business activities include sales of loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure with ongoing oversight of its investment models.

Anthony Kayser is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been associated with Primerica in various capacities since 1984. Kayser serves on the board of the Constitutional National Committee, an organization supporting elected officials who promote the Constitution. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and select separately managed accounts primarily to individual and high-net-worth clients. The firm uses third-party asset managers and an independent due-diligence process to curate investment models delivered via a wrap-fee structure.

Neal Zimmer is a financial advisor with Primerica Advisors in Sioux Falls, SD, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, along with ownership of Zimmer Construction. He is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Mark Streff is a financial advisor with Primerica Advisors in Sioux Falls, SD, holding Series 65 and Series 63 licenses and bringing five years of industry experience. His prior work includes positions at PFS Investments Inc. and various roles with the City of Sioux Falls and related departments. Outside of his advisory work, Streff is an author of fiction books and a Lego builder. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through established financial institutions.

Michael Kayser is a financial advisor with Primerica Advisors in Sioux Falls, SD, holding Series 65 and Series 63 licenses and eight years of industry experience. He has worked at PFS Investments Inc. since 2018 and at Primerica Financial Services since 2016. Outside of his advisory work, Kayser is involved in a separate business entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale, employing nearly 3,700 advisors and managing approximately $15.5 billion in assets, offering model-driven investment strategies and discretionary portfolio management.