John Botica is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been associated with Primerica Advisors since 1988 and Primerica Financial Services since 1991. Outside of his advisory role, he is involved in sales of home-related products and services, including mortgage loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure rather than fixed fees.

Patrice Daniels is a financial advisor with Primerica Advisors in Torrance, CA, holding Series 63 and Series 65 licenses and 20 years of industry experience. Patrice has worked at Primerica Advisors since 2006 and at Primerica Financial Services since 2000. Outside of financial advising, Patrice is involved in healthcare as a nurse practitioner and nursing instructor at physician and community colleges. Primerica Advisors sponsors and manages a wrap-fee asset management program serving primarily individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale, offering model-delivery investment strategies supported by third-party managers and custodians.

Alejandro Carrillo Jr. is a financial advisor with Primerica Advisors in Torrance, CA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with Primerica Advisors since 2013 and has worked concurrently at Jetblue Airways since 2024. In addition to advisory services, he is involved in the sale of loan products and home-related services through affiliated Primerica companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, utilizing third-party asset managers and model strategies for individual and high-net-worth clients. The firm provides a tiered wrap-fee structure and maintains oversight of model selection and implementation.