Paul Dussard is a financial advisor with Primerica Advisors in Wayne, NJ, holding Series 63 and Series 65 credentials and with 19 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2007 and also has been involved in Western Logistics, Inc. since 2001. Outside of advisory work, he receives compensation for sales and referrals related to mortgage products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages approximately $15.5 billion in assets across nearly 3,700 advisors and delivers advisory services primarily through model-driven strategies created by unaffiliated asset managers.

Dinesh Mahtani is a financial advisor with Primerica Advisors, holding Series 63, 65, and 66 designations and over 21 years of industry experience. He has been associated with PFS Investments Inc. since 2013 and Primerica Financial Services since 2000. In addition to advisory services, he is involved in selling loan products and home security and automation referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven investment strategies managed by third-party asset managers and supports trade execution and custody through Pershing, focusing its services primarily on individual rather than institutional clients.

Karen Mahida is a financial advisor with Primerica Advisors in Wayne, NJ, holding Series 63 and Series 65 licenses and 39 years of industry experience. She has been with Primerica Advisors since 1986 and Primerica Financial Services since 2000. Her other business activities include sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering 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 for its services.