Des Plaines, IL E Touhy Ave Office

Theresa Sliva is a financial advisor with Primerica Advisors in Des Plaines, IL, holding Series 63 and Series 65 credentials and over 41 years of industry experience. She has been with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of advising, she is involved in the sale of home security, automation products, and loan products through affiliated Primerica 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 account options. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Jesus Solorio is a financial advisor with Primerica Advisors in Des Plaines, IL, holding Series 65 and Series 63 licenses and three years of industry experience. His background includes work with PFS Investments Inc. and involvement with the Republican Party in Illinois and Rhode Island. He has also operated Solorio Strategies LLC, a private business venture. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with approximately 3,698 advisors and manages about $15.5 billion in assets, delivering model-based investment strategies primarily for individual investors.

Catherine Marino is a financial advisor with Primerica Advisors in Des Plaines, IL, holding Series 63 and Series 65 licenses and with 13 years of industry experience. She has worked at PFS Investments Inc. since 2011 and at Primerica Financial Services since 2007. Outside of her advisory work, Marino is a self-employed tutor. 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 maintains an operational model focused on curated investment options with a tiered wrap fee structure.

Elizabeth Silverman Zurek is a financial advisor with Primerica Advisors based in Des Plaines, IL. She holds Series 65 and Series 63 licenses and has nine years of industry experience. Beyond her advisory role, she owns and operates several businesses in large format printing and photography under ESZ Marketing Inc., Intellisource Inc., Color Image Inc., and Portraits by Liz LLC. Primerica Advisors serves primarily individual investors as well as corporate and charitable clients through a wrap-fee asset management program that employs model-delivery strategies from unaffiliated asset managers. The firm supports its advisory services with discretionary portfolio management, trade execution, and account custody, operating at scale with thousands of advisors and billions in assets under management.

Constantin Azman is a financial advisor with Primerica Advisors in Des Plaines, IL, holding Series 65 and Series 63 licenses with eight years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services since 2018 and previously owned Costa's Trucking Inc. from 2013 to 2022. Outside of financial advising, he owns an accounting business, Primus Consulting, Inc., and is a co-owner of Language Quest Inc. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program that relies on model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Marshall Watanabe is a financial advisor with Primerica Advisors in Des Plaines, IL, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has been with PFS Investments Inc. and Primerica Financial Services since 2016. In addition to his advisory role, he is involved in sales of loan products and home-related services referrals 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 uses model-driven investment strategies managed by unaffiliated asset managers and offers custodial and trade execution support via Pershing and BNY Mellon Advisors.

Adyna Jackson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses, and has eight years of industry experience. She has worked with Primerica Advisors since 2018 and also has experience with Chicago Public Schools and UCSN. Outside of her advisory role, she serves as a session facilitator for Math Circles of Chicago. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-driven investment strategies managed by third-party asset managers.

Marta Skowronska is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and two years of industry experience. She has worked at PFS Investments Inc. and Primerica Financial Services since 2022 and has additional work experience as a self-employed nanny and in other self-employed roles. Her other activities include sales of investment-related products and part-time referrals for home security and automation products through affiliated companies. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program relying on model-delivery strategies created by unaffiliated asset managers and provides trade execution and custody through Pershing.

Gladys Lomeli is a financial advisor with Primerica Advisors in Cicero, IL, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has worked with Primerica Advisors since 2005 and was previously involved with the Stars Project Engineering Academy from 2013 to 2019. In addition to her advisory role, she participates in the sale of home security and automation products through an affiliate of Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and 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, with portfolio management and trading delegated to BNY Mellon Advisors.

Michael Marino is a financial advisor with Primerica Advisors in St. Charles, IL, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Bohannon Financial since 2020 and has been affiliated with PFS Investments Inc. and Primerica Financial Services since 2007. Outside of advisory roles, Marino 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, serving individual and high-net-worth clients with model-driven strategies and a limited number of separately managed accounts. The firm emphasizes a tiered wrap-fee structure and employs third-party asset managers overseen by its internal due diligence process.

Stephen Roake is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and having three years of industry experience. His background includes roles at PFS Investments Inc., Primerica Financial Services, and Keller Williams Infinity. Outside of his advisory work, he serves as a technology officer and sales consultant for Serving Others in Loving Kindness. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm utilizes model-based investment strategies developed by third-party asset managers and supports trade execution and custody through Pershing.

Harrison Gerber is a financial advisor with Primerica Advisors holding Series 63 and Series 65 credentials. He has been in the financial services industry since 2023, with prior experience at GreatAmerica Financial and Sunset Technologies. Primerica Advisors manages 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 utilizes model-delivery strategies developed by unaffiliated asset managers and provides discretionary portfolio management supported by BNY Mellon Advisors and Pershing custody services.

Angel Sapundzhiev is a financial advisor with Primerica Advisors in Des Plaines, IL, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been associated with Primerica Advisors since 2006 and Bohannon Financial since 2020. Outside of advisory services, he is involved in sales of loan products and home security and automation referrals through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients, using model-delivery strategies developed by unaffiliated asset managers. The firm has roughly 3,700 advisors and oversees approximately $15.5 billion in assets under management.

Maria Yanez is a financial advisor with Primerica Advisors in Elk Grove Village, IL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has been with Primerica Advisors since 1999 and also operates Bohannon Financial. Outside of advisory services, Yanez serves as president and vice president of My Associates, Inc., an organization she has been involved with since 2003. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Edgar Bautista is a financial advisor at Primerica Advisors with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Primerica Advisors since 2006. Bautista’s background includes ongoing involvement with TSA since 2016. He is also involved in the sale of non-investment products such as 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 uses a tiered, percentage-based wrap fee structure.