Randy Martin is a financial advisor with Primerica Advisors in Leeds, ME, holding Series 63 and Series 65 licenses and possessing 20 years of industry experience. He has worked with PFS Investments Inc. since 2004 and Primerica Financial Services since 2003. His other business activities include part-time sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients. The firm uses third-party asset managers and delegates trading responsibilities to BNY Mellon Advisors, operating with a tiered wrap-fee structure.

Scott Gagne is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has worked at Primerica Advisors since 2016 and has prior experience with Fidelity National Information Services dating back to 1996. In addition to his advisory role, he is involved in the sale of investment-related products and home-related services through affiliated companies. Primerica Advisors is the sponsor and discretionary portfolio manager of a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-delivery strategies managed by third-party asset managers and supports trade execution and custody through Pershing, focusing primarily on individual investors rather than institutional portfolio management.