Mark Pollmann is a financial advisor with Primerica Advisors in Des Peres, MO, holding Series 63 and Series 65 credentials and over 31 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1994. Outside of his advisory role, he serves as president of M&K Financial Services, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary 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, with trading and custody services provided by Pershing and Primerica Brokerage Services.

John House Jr. is a financial advisor at Primerica Advisors with Series 65 and Series 63 credentials and 28 years of industry experience. He has been with Primerica Advisors since 1997 and Primerica Financial Services since 1987. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, 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 primarily through model-based recommendations created by unaffiliated asset managers.

Joseph Sedberry is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 65 and Series 63 licenses and two years of industry experience. He has worked at Primerica Advisors since 2024 and Primerica Financial Services since 2023, alongside a long tenure at QuikTrip Corp. Sedberry is involved in sales of investment-related products and also receives compensation for referrals related to home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm manages approximately $15.5 billion in assets and delivers advisory services primarily through model-driven strategies created by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Mark Pollmann is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 63 and Series 65 credentials and three years of industry experience. His work history includes roles at M&K Financial Services and PFS Investments, as well as experience outside finance in the restaurant and service industries. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, supported by a network of nearly 3,700 financial advisors and managing approximately $15.5 billion in assets.

Brenda Herrion is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 65 and Series 63 designations and one year of industry experience. Prior to joining Primerica Advisors, she worked at Primerica Financial Services and has a background in education with four years at MOVA/K12 and seven years combined at Scott County R-IV and Sikeston R-6 School Districts. Her other business activities include sales of home security and automation products through Primerica Client Services, Inc. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that utilizes model-delivery strategies managed by unaffiliated asset managers, supported by custody and trade execution services from BNY Mellon Advisors and Pershing.

Joan Krebel is a financial advisor at Primerica Advisors with five years of industry experience. She holds Series 65 and Series 63 licenses and has been with Primerica Advisors since 2021. Krebel also has a longstanding career at Rotometrics dating back to 1985. In addition to her advisory role, she receives compensation for the sale of loan products and for referrals of home security and automation services through Primerica affiliates. Primerica Advisors manages 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 delivers advisory services through a large network of advisors using model-driven strategies created by unaffiliated asset managers.

Brian Slay is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at Primerica Financial Inc. and Primerica Advisors since 2024 and has a background with Maxcess / Rotometrics starting in 2013. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management via its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm manages third-party asset managers and employs a tiered wrap-fee structure, focusing on curated model portfolios rather than institutional or pension plan management.

Jeffery Stillwell is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. His work history includes positions at PFS Investments Inc., Primerica Financial Services, and Parkway School District. Outside of advising, he is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors serves primarily individual investors—including both non-high-net-worth and high-net-worth clients—as well as corporate and charitable clients. The firm manages a wrap-fee asset management program using model-delivery strategies developed by unaffiliated asset managers, supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.

Gail Knop is a Series 66-licensed financial advisor with Primerica Advisors, based in St. Louis, MO, and has five years of industry experience. She has worked with Primerica Advisors since 2022 and previously held roles at Avantax Advisory Services, Avantax Insurance Agency, and Avantax Investment Services from 2020 to 2022. Outside of her advisory work, she owns and operates It All Adds Up, LLC, a business focused on accounting, bookkeeping, and tax services. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure, delegating trading responsibilities to BNY Mellon Advisors.

Thomas Pollmann is a financial advisor at Primerica Advisors in St. Louis, MO, holding Series 65 and Series 63 licenses with seven years of industry experience. His work history includes roles at M&K Financial Services, PFS Investments Inc., and Primerica Financial Services. Outside of his advisory duties, he is involved in sales related to loan products and home security and automation services 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, along with corporate and charitable clients. The firm utilizes model-delivery strategies managed by unaffiliated asset managers and offers a range of portfolio models including those that invest in cryptocurrency via exchange-traded funds.

Jon Loebner is a financial advisor with Primerica Advisors in Robertsville, MO, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since 2007 and previously spent 30 years at Laclede Gas Co. He serves as co-trustee for family trusts. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and separately managed accounts primarily for individual and high-net-worth clients under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors.

Joseph Clavin is a financial advisor with Primerica Advisors in Des Peres, MO, holding Series 63 and Series 65 licenses and having 14 years of industry experience. He has worked with PFS Investments Inc. since 2011 and with Primerica Financial Services since 2010. Outside of advisory work, he is involved in selling loan products and home security referrals through affiliated companies and operates Joseph S. Clavin, LLC for Primerica business purposes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm uses third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional plan management.

Timothy Gegg is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He has worked at PFS Investments Inc. since 2008 and Primerica Financial Services since 2007. In addition to his advisory role, 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 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, with portfolio management and trading delegated to BNY Mellon Advisors.

Douglas Smedley is a financial advisor with Primerica Advisors in St. Louis, MO, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at PFS Investment Inc and Primerica Financial Services, along with nearly a decade at Elekta. Outside of advisory work, he is involved in sales of loan products and home-related services through Primerica-affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and a limited number of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.