Mark Kohnke is a financial advisor at Primerica Advisors with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Financial Services since 2000 in various roles, including Primerica Advisors since 2006. Outside of his financial services career, he operates a delivery service business and works as an Uber driver. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-based investment strategies supported by third-party asset managers and custodial services. The firm serves a large network of advisors and emphasizes model-driven portfolio recommendations rather than institutional or pension plan management.

Ulysses Smith Jr. is a financial advisor at Primerica Advisors with nine years of industry experience. He holds Series 65 and Series 63 licenses and has worked with Primerica Financial Services, The Prudential Insurance Company of America, and Pruco Securities LLC. Outside of financial advising, he owns several small businesses including a sales company, business consulting firm, and multiple service-oriented ventures. Primerica Advisors manages a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm uses model-driven investment strategies overseen by third-party managers and provides advisory services through a large network of financial advisors.

Michael Lambert is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1992. Outside his advisory role, he operates a sole proprietorship, Lambert & Associates, and receives non-investment compensation from affiliated companies for mortgage loan sales and home security product referrals. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm offers model-based investment strategies managed by third-party asset managers and supports account custody and trade execution through established partners.

Elizabeth Lambert is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked with PFS Investments Inc. and Primerica Financial Services since 1992. Outside of her advisory role, she receives compensation for referrals related to loan products, home security, and automation services. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies and discretionary separately managed accounts. The firm operates at scale with thousands of advisors and offices and employs third-party asset managers alongside custodial support from Pershing.

Robert Allen IV is a financial advisor at Primerica Advisors with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2019. In addition to his advisory role, he has been involved with Chicago Tag & Label since 2001 and Primerica Financial Services since 1999. Outside of advisory services, he is engaged in selling loan products and home-related services referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.