Edward Isaac is a financial advisor with Primerica Advisors in St. Albans, NY, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998 and has concurrently worked at Medgar Evers College CUNY since 1999. Outside of advising, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure, with portfolio implementation and trading managed by BNY Mellon Advisors.

Pamela Aurelien is an advisor with Primerica Advisors holding Series 63 and Series 65 licenses. She has been with Primerica Financial Services since 2025 and PFS Investments Inc. since 2026. Her prior work includes nearly two decades at The Law Offices of Pamela Aurelien, PLLC and a concurrent role with the County of Suffolk since 2022. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, with approximately 3,935 advisors and $15.5 billion in assets under management. The firm primarily offers model-delivery investment strategies managed by unaffiliated asset managers and relies on third-party custody and trade execution services.