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. He has worked at PFS Investments Inc. and has been involved with Republican Party organizations in Illinois and Rhode Island. Additionally, he operated Solorio Strategies LLC for two years. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors as well as corporate and charitable clients. The firm employs a model-driven investment approach managed by third-party asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

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 at Primerica Advisors with nine years of industry experience. She holds the Series 65 and Series 63 licenses and has previously worked at Intellisource Inc. and Tukaiz. Outside of financial advising, she owns and operates businesses in large format printing and photography. 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 utilizes model-delivery strategies developed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Constantin Azman is a financial advisor at Primerica Advisors with eight years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica since 2018. Outside of his advisory role, he owns an accounting business, Primus Consulting, Inc., and is a co-owner of Language Quest Inc. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based strategies managed by third-party asset managers and operates at a large scale with over 3,900 advisors and approximately $15.5 billion in assets under management.

Marshall Watanabe is a financial advisor with Primerica Advisors in Des Plaines, IL, holding Series 65 and Series 63 licenses and having 10 years of industry experience. He has worked with PFS Investments Inc. and Primerica Financial Services since 2016. Outside of his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and operates approximately 3,698 advisors across 1,829 offices with about $15.5 billion in assets under management.

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 and holds Series 65 and Series 63 licenses. She has two years of industry experience, including work with PFS Investments Inc. since 2024 and Primerica Financial Services since 2022. Outside of her advisory role, she has experience as a self-employed nanny. Primerica Advisors is a large institutional firm managing approximately $15.5 billion in assets with nearly 3,700 financial advisors. The firm offers a wrap-fee asset management program primarily serving individual investors through model-based strategies developed by unaffiliated asset managers.

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 at Primerica Advisors with Series 65 and Series 63 credentials and two years of industry experience. Prior to his current role, he worked at Keller Williams Infinity and eXp Realty in real estate. He is also involved as a technology officer and sales consultant for Serving Others in Loving Kindness, a nonprofit organization. Primerica Advisors sponsors and manages a wrap-fee asset management program that serves individual, corporate, and charitable clients. The firm employs model-driven investment strategies and provides advisory services through a large network of advisors.

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.

Jovhany Michaud is a financial advisor with Primerica Advisors in Des Plaines, IL, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining Primerica Advisors, he worked at Primerica Financial Services and PFS Investment Inc. Michaud also works as a driver for Uber Technologies, a non-investment related activity. 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 utilizes model-delivery strategies created by unaffiliated asset managers and offers various investment models supported by custodial and trade execution services from Pershing and BNY Mellon Advisors.