Trisha Kennedy is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her career includes multiple tenures at Primerica Advisors and Primerica Financial Services, as well as a period at Wedbush Securities Inc. Kennedy also engages in sales of investment-related products and receives non-investment compensation related to loan products and home security referrals through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and a limited selection of separately managed accounts primarily for individual and high-net-worth clients. The firm employs a tiered wrap-fee structure and curates third-party asset managers, with portfolio implementation delegated to BNY Mellon Advisors.

Timothy Heaton is a financial advisor with Primerica Advisors in West Jordan, UT, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior work includes roles at Broadcom, Dell EMC, and the University of Utah. Outside of his advisory work, he is a 50% owner of Heaton Honey LLC. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients through a large network of advisors. The firm employs model-driven investment strategies, supported by third-party asset managers and custodians, focusing primarily on individual investors rather than institutional portfolios.

Robert Madsen is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Primerica Advisors since 2000 and is also employed in medical laboratory testing at ARUP Laboratories. Outside of advising, he is involved in sales of loan products and home security-related 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 discretionary separately managed accounts. The firm uses third-party asset managers and provides a tiered wrap-fee structure for its services.

Warren Reader is a financial advisor at Primerica Advisors with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Financial Services and PFS Investments Inc. since 2010. Outside of advisory work, he also engages in sales of loan products and home-related services 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 uses a tiered wrap-fee structure, focusing on retail rather than institutional or pension plan clients.

Ryan Michael is a financial advisor with Primerica Advisors holding Series 65 and Series 63 licenses. He has one year of industry experience and previously worked in real estate with Keller Williams Realty for eight years. Ryan is also associated with Southern Utah University and UMB Fund Services. 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 operates nationally with approximately 3,698 advisors and $15.5 billion in assets under management, delivering advisory services through model-driven strategies managed by third-party asset managers.