Cincinnati, OH Executive Park Dr Office

Stephen Caton is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 29 years of industry experience. He has been with Primerica Advisors since 1996 and has held several roles outside of finance in the automotive sector. Caton also receives compensation related to loan product sales and home security and automation service referrals through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm uses model-driven strategies developed by unaffiliated asset managers and operates at scale with thousands of advisors, managing approximately $15.5 billion in assets under management.

Dale Ballbach is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1997. Outside of his advisory role, he is involved in the sale 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 discretionary 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.

Andrea Piovesan is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and seven years of industry experience. She has worked with PFS Investments Inc. since 2018 and Primerica Financial Services since 2017. Outside of her advisory role, she is involved with Amazon Flex. 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 uses a tiered wrap fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Erin Staveskie is a financial advisor with Primerica Advisors in Lebanon, Ohio, holding 13 years of industry experience. She has been with Primerica Advisors since 2010 and has worked with Primerica Financial Services since 2009. Outside of investment advisory, she is involved in sales and referrals related to home security, automation products, and loan 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 selective separately managed account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure, focusing on personalized portfolio management rather than institutional plan management.

Michael Weide Jr. is a financial advisor with Primerica Advisors in West Chester, OH, holding 21 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since the mid-2000s and spent three years at DICK's Sporting Goods. In addition to his advisory role, he is involved in sales of loan products and home-related services 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 select separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Matthew White is a financial advisor with Primerica Advisors in West Chester, OH, holding seven years of industry experience. His background includes roles at PFS Investments Inc. and Primerica Financial Services, along with involvement in educational and community organizations such as Great Oaks Career Campuses and Miami University Regionals. Outside of advising, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which serves individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Mary Ann Rothan is a financial advisor at Primerica Advisors with eight years of industry experience. She has been with Primerica Advisors since 2017 and has also been associated with Primerica Financial Services since 2016. In addition to her advisory role, she is involved in the sale of investment-related products and receives compensation from affiliated companies for mortgage loan sales and referrals of home security and automation services. 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 implements strategies through BNY Mellon Advisors, offering a tiered wrap-fee structure and a range of investment models.

Steven Fennessey is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and seven years of industry experience. Prior to joining Primerica Advisors in 2019, he worked at General Electric from 2015 to 2018. 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 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 employs BNY Mellon Advisors for model implementation, operating primarily on a tiered wrap-fee basis.

Thomas Nead is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding a Series 63 designation and 21 years of industry experience. He has worked at Primerica Financial Services since 2002 and is also affiliated with PFS Investments Inc. and Comprehensive Sub Solutions. Outside of advisory services, he is involved in the sale of home security, automation products, and loan products through related affiliates. Primerica Advisors sponsors a wrap-fee asset management program serving primarily 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 and delivers advisory services through a model-based investment approach supported by unaffiliated asset managers and custodial services.

Donald Richards is a financial advisor with Primerica Advisors, holding 14 years of industry experience. He has been associated with Primerica Financial Services since 2009 and PFS Investments Inc. since 2011. Outside of his advisory role, Richards has a long-standing involvement with the Ohio High School Athletic Association since 2013. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-based strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Bruce Myers is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and 14 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2011. Outside of advisory work, he also works as a Lyft driver. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and delegates trading responsibilities, utilizing a tiered wrap fee structure and various investment models.

Teresa Papadatos is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and nine years of industry experience. She has been with Primerica Advisors since 2016 and has worked with Primerica Financial Services since 2012. In addition to her advisory role, she 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, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its advisory services.

Patrick Lause is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been affiliated with PFS Investments Inc. since 1993 and Primerica Financial Services since 1992. In addition to his advisory role, Lause is involved in non-investment activities including independent contracting for 3M Cogent, Inc. and ownership of DBASolutions, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, corporate, and charitable clients. The firm uses model-delivery investment strategies managed by unaffiliated asset managers and provides trading and custody support through BNY Mellon Advisors and Pershing.

Michael Diorio is a financial advisor with Primerica Advisors in West Chester, OH, holding a Series 63 designation and 24 years of industry experience. He has been with Primerica Advisors since 2001 and concurrently works at CCC Information Services Inc. Outside of his advisory role, he is involved in sales of loan products and home security and automation 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 a limited number of separately managed account options. The firm curates third-party asset managers and uses an operational model featuring tiered wrap fees and delegated trading managed by BNY Mellon Advisors.

Christian Cox is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 63 designation and 14 years of industry experience. He has worked with PFS Investments Inc. since 2011 and Primerica Financial Services since 2010. Outside of advisory services, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, which offers model-delivery strategies and a limited selection of separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for trade implementation, operating under a tiered wrap-fee structure.