Robert Johnson is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and 10 years of industry experience. He has been with Primerica Advisors since 2015 and Primerica Financial Services since 2014. Outside of advisory services, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Anku Golloh is a financial advisor with Primerica Advisors in Worthington, Ohio, holding a Series 63 designation and 10 years of industry experience. Golloh has worked at PFS Investments Inc. since 2017 and has been with Primerica Financial Services since 2011. Outside of advisory work, Golloh is involved in sales of non-investment related products such as home security and automation services through affiliated companies. 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 at scale with nearly 3,700 advisors, offering model-driven investment strategies supported by third-party asset managers and custodial services.

Bradley Mccolly is a financial advisor with Primerica Advisors, holding a Series 63 designation and 13 years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services since 2010. Outside of advisory services, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering model-based investment strategies managed by unaffiliated asset managers and supporting trade execution and custody through third-party providers.

Steven Derwent II is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services during this time. Outside of his advisory role, he owns and operates two affiliate marketing businesses, Steadfast In Trial and The Accessible Smart Home, and is a partner in several logistics and railroad equipment companies. Primerica Advisors manages a wrap-fee asset management program primarily serving individual, corporate, and charitable clients through a large network of financial advisors. The firm utilizes model-delivery strategies provided by unaffiliated asset managers and offers various investment approaches including strategic, tactical, and tax-managed models.

Thomas Cunningham is a financial advisor with Primerica Advisors in Pickerington, Ohio, holding a Series 63 designation and 23 years of industry experience. He has been associated with PFS Investments Inc and Primerica Financial Services since 2002. In addition to his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, offering model-driven strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Douglas Young is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has been with Primerica since 1992 and previously served in the Village of Hartford from 2013 to 2017. Outside of his advisory role, he works as an independent contractor for 3M Cogent, Inc. and receives compensation for part-time referrals related to home security and automation products. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap fee structure while overseeing portfolio implementation through BNY Mellon Advisors.

Victor Zancudo is a financial advisor with Primerica Advisors in Grove City, OH, holding 12 years of industry experience. He has worked with PFS Investments Inc. since 2013 and with Primerica Financial Services since 2012. Outside of his advisory work, he is a self-employed musician, serving as the lead singer and guitarist for a band. 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 delegates trading responsibilities to BNY Mellon Advisors, operating primarily on a tiered wrap-fee basis.

Bronwen Kimball is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. Her work history includes roles at Primerica and PFS Investments Inc., as well as involvement with International Friendships, Inc. as an HR consultant. She is based in Worthington, Ohio. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes an operational model centered on a tiered wrap fee structure.

Angela Okoro is a financial advisor with Primerica Advisors in Worthington, OH, holding Series 63 and Series 65 licenses and two years of industry experience. She has worked with Primerica Advisors since 2023 and previously held roles at Primerica Financial Services, United Insurance Group, and other financial and educational organizations. Outside of advisory work, she is involved in sales of loan products, home security, automation products, and other home-related services through Primerica-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, using a tiered wrap fee structure and third-party asset managers for portfolio implementation.

Kyle Loch is a financial advisor with Primerica Advisors in Worthington, OH, holding 13 years of industry experience. He has worked at PFS Investments Inc. since 2013 and Primerica Financial Services since 2009. In addition to his advisory role, he is involved in the sale of loan products and home security and automation services through affiliated companies. 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 at scale with thousands of advisors and offices, delivering advisory services through model-based strategies and discretionary separately managed accounts.

Mary Mckenna is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and 10 years of industry experience. She has worked at Primerica Advisors and Primerica Financial Services since 2015 and was previously employed at Safelite from 2017 to 2024. Outside of her advisory role, she is involved in internet sales. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and select discretionary separately managed account options primarily to individual and high-net-worth clients. The firm utilizes third-party asset managers and maintains an operational model focused on tiered wrap fees and ongoing portfolio oversight.

Brianna Thomas is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 license and 11 years of industry experience. She has worked with Primerica Advisors since 2014 and has prior experience at UPS and Creative Cuisine. Outside of her advisory role, she is involved in a construction business, Pure Remodeling, based in Grove City, Ohio. 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, primarily as a wrap-fee solution rather than for institutional pension or profit-sharing plans.

Janice Massey is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and over 33 years of industry experience. She has been with Primerica Advisors since 1992 and has operated Massey's Financial Services since 1989. In addition to her advisory role, she is involved in the sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan services.

Joseph Duran is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and five years of industry experience. His background includes roles at Edda Coffee Roasters, FedEx Ground, Dynamic Sports Nutrition, and Verdia. Outside of advising, he has involvement in sales of loan products and home-related services through affiliated companies of Primerica. 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 employs third-party asset managers and provides a tiered wrap-fee structure, focusing on curated investment models rather than institutional pension or profit-sharing plan management.

Kyle Young is a financial advisor with Primerica Advisors in Worthington, OH, holding Series 63 and Series 65 registrations and 11 years of industry experience. He has worked with Primerica Financial Services since 2004 and is also affiliated with Rock City Church. Outside of his advisory role, he engages in part-time activities related to home security, automation product referrals, and mortgage loan sales through affiliates of PFS Investments Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-delivery strategies managed by third-party asset managers. The firm supports a large network of advisors and offers a range of investment models, including recent additions involving cryptocurrency ETFs.

Dwayne Wells is a financial advisor with Primerica Advisors in Worthington, OH, holding six years of industry experience. He has previously worked at PFS Investments Inc. and Primerica Financial Services, and concurrently maintains a role with Honda. Wells is also the owner of Created2Elevate, a business based in Columbus, OH. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors using model-based investment strategies managed by unaffiliated asset managers.

Trammayne Golson is a financial advisor with Primerica Advisors, based in Worthington, OH, holding 10 years of industry experience. He has been with Primerica Advisors since 2016 and has additional experience with Primerica Financial Services and Pier 1 Imports. Outside of advisory work, he engages in sales of loan products, home security, and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm offers model-driven investment strategies supported by third-party asset managers and custodians, managing approximately $15.5 billion in assets under management.

Sunny Reed is a financial advisor with Primerica Advisors in Lewis Center, OH, holding Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Primerica Advisors, Sunny worked at DirecTV LLC and AT&T. Outside of advisory work, Sunny is involved in sales of home security and automation products and loan products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options to individual and high-net-worth clients within a wrap-fee structure.

David Needs is a financial advisor with Primerica Advisors in Galena, Ohio, holding 15 years of industry experience. He has been with Primerica Advisors since 2010 and previously worked with Primerica Financial Services starting in 2009. Outside of advisory work, he is an owner and partner of Camelad LLC, a business not related to investments. Primerica Advisors provides 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 curates third-party asset managers and offers a wrap-fee solution rather than institutional pension or profit-sharing plan management.

Joy Young is a financial advisor with Primerica Advisors, holding eight years of industry experience. She has been affiliated with PFS Investments Inc. since 2017 and Primerica Financial Services since 1993. Outside of advisory services, she is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options. The firm curates third-party asset managers and offers a tiered wrap-fee structure.

Myra Miley Werry is a financial advisor at Primerica Advisors with 10 years of industry experience. She has been with Primerica Advisors since 2016 and has been involved with the Guernsey County Board of DD since 2015. Outside of advising, she receives compensation for referrals of home security and automation products through affiliated companies. 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 thousands of advisors and offices, delivering advisory services based on model-driven strategies created by unaffiliated asset managers.

Edwin Taylor is a financial advisor with Primerica Advisors in Worthington, OH, holding 15 years of industry experience. He has worked at Primerica Financial Services since 2009 and has concurrent roles at PFS Investments Inc and Express Scripts. Outside of advisory services, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited number of separately managed account options for individual and high-net-worth clients. The firm emphasizes a wrap-fee structure and curates third-party asset managers with oversight over model selection and implementation.

Ryan Greer is a financial advisor with Primerica Advisors, holding a Series 63 designation and 17 years of industry experience. He has worked with PFS Investments Inc. since 2008 and Primerica Financial Services since 2006. Outside of his advisory role, he serves as Treasurer’s Assistant at Rock City Church and is employed at AMC Theaters Lennox Town Center. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-driven strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm utilizes third-party asset managers and BNY Mellon Advisors for portfolio implementation, operating primarily under a tiered wrap-fee structure.

Dimitri Valerio is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and seven years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2018. Outside of advising, he is involved in sales of home-related products and services through affiliated companies, including mortgage loan products and home security referrals. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with a range of model-delivery strategies and separately managed accounts, operating primarily as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Shivam Patel is a financial advisor with Primerica Advisors in Worthington, OH, holding five years of industry experience. He has been with PFS Investments Inc. since 2021 and Primerica Financial Services since 2019. Outside of his advisory role, Patel is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors and 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 at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management, offering model-driven investment strategies supported by third-party managers and custodial services.

Matthew Reis is a financial advisor with Primerica Advisors in Worthington, OH, holding 27 years of industry experience. He has been with Primerica Advisors since 1998 and Primerica Financial Services since 1997. Outside of investment advisory, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses an operational model focused on tiered wrap fees and ongoing oversight of its investment options.

Allen Brooks is a financial advisor with Primerica Advisors in Worthington, Ohio, holding eight years of industry experience. His career includes roles at Lifewise Academy, Pfs Investments Inc, and Honda of America. Brooks also receives compensation for referrals related to home security, automation products, and loan services through affiliated companies. Primerica Advisors sponsors 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 with a large network of advisors and employs model-based investment strategies managed by third-party asset managers.

Jason Carson is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and 11 years of industry experience. He has worked at Primerica Financial Services since 2013 and has been involved with Columbus City Schools since 2017. Outside of his advisory role, he receives compensation for referrals related to home security, automation products, and loan services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its investment offerings.

Mark King is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and over 29 years of industry experience. He has been with Primerica Advisors since 1996 and previously worked at United Ambulance Service for 36 years. Outside of advising, he is involved in the sale of home security and automation products as well as loan products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and selectively available separately managed accounts to individual and high-net-worth clients. The firm uses a tiered wrap fee structure and curates third-party asset managers, with trading delegated to BNY Mellon Advisors.

Kevin Ashe is a financial advisor with Primerica Advisors in Lewis Center, OH, holding 14 years of industry experience. He has been with Primerica Advisors since 2010 and with Primerica Financial Services since 2008. In addition to his advisory role, he is involved in the sale of loan products and home-related services through Primerica Mortgage, LLC and Primerica Client Services, Inc. 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, with portfolio implementation delegated to BNY Mellon Advisors.

Daniel Needs is a financial advisor with Primerica Advisors in Worthington, Ohio, holding 15 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2010 and has been self-employed since 2008. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliates of PFS Investments Inc. Primerica Advisors sponsors 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 employs model-driven investment strategies supported by third-party managers and provides advisory services through a large network of financial advisors.

Darrin Iverson is a financial advisor with Primerica Advisors in Worthington, OH, holding 11 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2014 and concurrently works at BST Freight. Iverson is the sole owner of One Iverson LLC, providing consulting and training services in leadership and team efficiency for small companies in distribution and logistics management. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited number of separately managed account options. The firm curates third-party asset managers and employs a tiered wrap fee structure.

William Bulger is a financial advisor with Primerica Advisors in Worthington, OH. He holds a Series 63 designation and has 28 years of industry experience. Bulger has worked with PFS Investments Inc. and Primerica Financial Services since 1998 and has been affiliated with Columbus State Community College since 1990. Outside of advising, he is involved in selling loan products and home-related services through affiliate companies. Primerica Advisors sponsors 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 employs model-delivery investment strategies managed by third parties and operates at scale with thousands of advisors and billions in assets under management.

Heather Arscott is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and over 22 years of industry experience. She has been with Primerica Advisors since 2003 and was previously retired from 2012 to present. Outside of advising, she is involved in 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 discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating primarily on a tiered wrap-fee basis.

Cary Allion is a financial advisor with Primerica Advisors in Worthington, OH, holding a Series 63 designation and nine years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2016 and has been affiliated with RE/MAX Achievers since 2007. Outside of advising, he owns Sports Official/Cary W. Allion and Wynne Enterprises, LLC. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm curates third-party asset managers and employs BNY Mellon Advisors for model implementation, offering a tiered wrap-fee structure rather than fixed fees.