Jennifer Ibrahim is a financial advisor with Primerica Advisors in Milford, CT, holding Series 63 and Series 65 licenses and having two years of industry experience. She has worked at Primerica Advisors since 2023 and previously at Primerica Financial Services starting in 2022. Outside of her advisory role, she is involved as an independent market partner with Monat Global and an affiliate with Amare, and she works as a self-employed nanny. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and a limited selection of discretionary separately managed accounts. The firm employs third-party asset managers overseen by an independent due-diligence consultant and uses BNY Mellon Advisors for model implementation, offering a tiered wrap-fee structure and maintaining authority over model selection.

Jp Rizzitelli is a financial advisor with LPL Financial in Stratford, CT, holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at SagePoint Financial, Inc. for 12 years before joining LPL Financial in 2020. His business activities include providing tax advisory services and non-variable insurance financial advisory services. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, banks, and charitable organizations through a national network of investment adviser representatives. The firm offers various advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with model portfolios and third-party research.