Casey Weaver is a financial advisor with Primerica Advisors in Temecula, CA, holding Series 63 and Series 65 licenses and over 14 years of industry experience. His work background includes roles at Qualcomm, Inc. and Tesla Inc. Outside of advising, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors primarily serves 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 utilizing model-delivery strategies developed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Tanya Campbell is a financial advisor with Primerica Advisors in Temecula, CA, holding Series 63 and Series 65 registrations with six years of industry experience. She has been with Primerica Advisors since 2020 and has over 22 years of affiliation with Primerica Financial Services. In addition to her advisory role, she is involved in the sale of loan products and referrals for home security and automation services through related Primerica affiliates. Primerica Advisors provides discretionary portfolio management and wrap-fee asset management programs primarily for 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 thousands of advisors and offices, delivering advisory services through model-driven strategies managed by third-party asset managers.

Rachel Vela is a financial advisor with Primerica Advisors in Temecula, CA, holding Series 63 and Series 65 licenses and 17 years of industry experience. She has worked at Primerica Advisors since 2021 and has a broader career history including roles at Loma Linda University and Riverside Community Hospital. Outside of advising, she is involved in sales of loan products and home security and automation services through affiliates of Primerica. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm operates at scale with a focus on model-based investment strategies delivered through a large network of advisors.

Brian Weaver is a financial advisor at Primerica Advisors with 38 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. His credentials include Series 63 and Series 65 licenses. Outside of advisory work, he receives non-investment related compensation for part-time referrals of home security, automation products, and other home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and limited discretionary separately managed account options primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Gilberto Cardenas is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors since 2015. His prior experience includes work with The Acacia Group dating back to 2002. Outside of advisory services, he is involved in the sale of loan products and home security and automation 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. The firm uses third-party asset managers and BNY Mellon Advisors for portfolio implementation, operating under a tiered wrap fee structure.