Findlay, OH N Main St Office

Scott Conrad is a financial advisor with Primerica Advisors in Perrysburg, Ohio, holding 23 years of industry experience. He has been with Primerica since 2002 and has worked concurrently with organizations such as Unison Health and Perrysburg Schools. Outside of investment advisory, he is involved in sales related to home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which includes model-delivery strategies and selectively managed accounts 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.

David Vaughan is a financial advisor with Primerica Advisors in Findlay, Ohio, holding a Series 63 designation and 18 years of industry experience. He has been with Primerica Advisors since 2007 and serves on the Lucas County Board of Developmental Disabilities since 2016. Vaughan is also involved in sales of investment-related products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and a limited number of separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail rather than institutional clients.

David Dittman is a financial advisor with Primerica Advisors in Findlay, Ohio, holding a Series 63 designation and 21 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2004 and owns Dittman Consulting, a software training consulting business, which he has operated since 1998. Outside of advising, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management primarily to individual and high-net-worth clients through its Lifetime Investment Program, which offers model-delivery strategies and a limited number of separately managed account options under a tiered wrap-fee structure. The firm curates third-party asset managers and delegates trading functions to BNY Mellon Advisors, focusing on percentage-based fees rather than fixed fees.

David Eby is a financial advisor at Primerica Advisors in Findlay, Ohio, with 25 years of industry experience. He holds a Series 63 designation and has worked at Primerica Advisors since 2007 and Primerica Financial Services since 1999. Prior to that, he was employed at Masterleo, Inc. from 2012 to 2018. Outside of advisory work, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited selection of separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure, with portfolio implementation and trading delegated to BNY Mellon Advisors.

Adam Walls is a financial advisor with Primerica Advisors in Findlay, Ohio, holding a Series 63 designation and 18 years of industry experience. He has worked with PFS Investments, Inc. since 2007 and Primerica Financial Services since 2006. Outside of his advisory role, Walls is involved in entertainment and media as the owner and performer with Blood-Covered Productions and hosts the podcast Home Grown Heroes. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts primarily for individual and high-net-worth clients. The firm uses a curated selection of third-party asset managers and an operational model centered on tiered wrap fees rather than fixed fees.

Victoria Carroll is a financial advisor with Primerica Advisors in Findlay, Ohio, holding a Series 63 designation and seven years of industry experience. Her background includes roles at PFS Investment Inc. and Brian Stark, as well as prior experience in municipal and private sector positions. Outside of advisory work, she also receives compensation for referrals related to home security and automation products through affiliates of her firm. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients through model-delivery strategies managed by third-party asset managers. The firm supports its advisors with custodial services from Pershing and emphasizes a model-based investment approach with options including strategic, tactical, and tax-managed portfolios.

Terry Littrell is a financial advisor with Primerica Advisors in Findlay, OH, holding a Series 63 designation and 17 years of industry experience. He has worked with Primerica Financial Services since 2008 and PFS Investments Inc since 2009. 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 through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm uses third-party asset managers vetted through independent due diligence and emphasizes a tiered wrap fee structure.

Brian Beaston is a financial advisor with Primerica Advisors in Findlay, Ohio, holding 19 years of industry experience. His work history includes roles at Premier Bank and Aramark Facility Services alongside his ongoing tenure at PFS Investments, Inc. and Primerica Financial Services since 2007. He also engages in sales of investment-related products and receives compensation for referrals involving home security, automation, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-based investment strategies managed by third-party asset managers and supports account custody and trade execution through established custodians.

Brian Stark is a financial advisor with Primerica Advisors in Findlay, Ohio, holding a Series 63 designation and over 22 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2003. 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 primarily through its Lifetime Investment Program, which offers model-delivery strategies and selective separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, distinguishing its approach from many peers.

Johnny Manns is a financial advisor with Primerica Advisors in Findlay, OH, holding five years of industry experience. He has been with Primerica Advisors since 2021 and previously worked with Primerica Financial Services. Manns also engages in the sale of loan products and home security and automation services through affiliates of his firm. 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 offers model-based investment strategies supported by third-party asset managers and custodians, focusing on advisory services rather than institutional portfolio management.

Lisa Courter is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at Primerica Financial Services since 2011 and is also president of N.C. Precious Metals & Diamonds, Ltd., a retail jewelry business. 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, operating primarily under a tiered wrap-fee structure.

Jeanie Eby is a financial advisor with Primerica Advisors in Findlay, Ohio, holding eight years of industry experience. She has been with Primerica Advisors since 2017 and has worked with Primerica Financial Services since 2000. Her other business activities include sales of loan products and home security services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which provides model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm uses a wrap-fee structure and curates third-party asset managers, with trading delegated to BNY Mellon Advisors.

Diana Neal is a financial advisor with Primerica Advisors in Findlay, Ohio, holding a Series 63 designation and eight years of industry experience. Her work history includes roles at Prestige Tax and Primerica Financial Services, along with involvement in education through Auglaize County Educational Service Center and Lima City Schools. She is also engaged with First United Methodist Church. Primerica Advisors manages 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 utilizes model-based strategies managed by unaffiliated asset managers and offers advisory services through a large network of advisors across numerous offices.

Joshua Hoskins is a financial advisor with Primerica Advisors based in Findlay, OH, holding 11 years of industry experience. He has been affiliated with Primerica Financial Services since 2013 and with PFS Investments Inc. since 2017. Outside of advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors along with corporate and charitable clients. The firm delivers advisory services through a large network of advisors and utilizes model-driven strategies managed by third-party asset managers.

Geoffrey Masters is a financial advisor with Primerica Advisors in Findlay, Ohio, holding a Series 63 designation and 11 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2014. Prior to his advisory career, he worked at Stainless Works for 12 years. Outside of his advisory role, he is involved in sales 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, providing model-delivery 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 for its services.