Primerica Advisors

Kristin Manna is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has one year of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Consolidated Planning Holdings, Inc. Prior to entering the financial industry, she worked in education for eight years. Outside of advising, Kristin is an author and publisher of a basketball coaching notebook and works as a math tutor for high school students. Park Avenue Securities serves a broad retail client base with a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and investment vehicles.

David Greenberg is a financial advisor with Primerica Advisors in Warren, NJ, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has worked at Guardian Life Insurance and Park Avenue Securities during his career. Greenberg also serves as president of Integrated Planning Concepts LLC, where he advises clients on health insurance matters, and is an ambassador for the Morris County Chamber of Commerce. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and consulting, utilizing proprietary model portfolios, third-party managers, and digital advice solutions.

Kenneth Detz is a financial advisor with Primerica Advisors in Parsippany, NJ, holding Series 63 and Series 65 licenses with 33 years of industry experience. He has worked at Guardian Life Insurance Company and Primerica Advisors since 2014. Outside of his advisory role, he is involved in selling various insurance products, including long-term care insurance and fixed annuities. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers a range of investment programs and financial planning solutions supported by proprietary and third-party strategies.

Gavin Taylor is a Series 66 licensed advisor with Primerica Advisors, based in Chipley, FL, and has four years of industry experience. He previously worked at Park Avenue Securities and Guardian Life Insurance Company and spent seven years with the Department of Defense, where he also worked part-time as an engineer. He is a partner in GCK Family Enterprises, LLC. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Brenna Mullaney is a financial advisor with Primerica Advisors, holding a Series 66 designation and one year of industry experience. She has worked with Guardian Life Insurance Company and Park Avenue Securities, and previously had roles outside finance including at Papa Johns and the YMCA. Park Avenue Securities LLC serves a broad retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages approximately $15 billion in assets under management and provides a range of investment strategies and account services.

Joel Lerner is a financial advisor with Primerica Advisors in Louisville, KY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, MetLife Securities Inc, and Metropolitan Life Insurance Co. Outside of his advisory work, he serves as assistant treasurer and board member for Congregation Adath Jeshurun. Primerica Advisors operates as an enterprise firm serving a broad retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

John Hersey is a financial advisor with Primerica Advisors in Austin, TX, holding Series 63 and Series 65 licenses and having four years of industry experience. His work history includes roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he serves as Vice President of the Austin Spartans Alumni Club and is involved with the BNI Executive Referrals Membership Committee. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs as well as financial and business consulting. The firm manages approximately $15 billion in assets and combines various investment strategies and account services, including discretionary and non-discretionary management options.

William Sjem is a financial advisor with Primerica Advisors in Kingsport, TN, holding CFP®, Series 63, and Series 65 credentials and four years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, SFIS, and Cavalier Advisory & Insurance. He also performs non-licensed clerical contracting work for SFIS through Park Avenue Securities. Primerica Advisors serves a diverse client base including individual investors, corporate clients, and retirement plans through brokerage and advisory channels. The firm offers a variety of investment programs and advisory solutions, combining proprietary and third-party platforms with both discretionary and non-discretionary management options.

Jennifer Mc Grogan is a financial advisor with Primerica Advisors, holding a Series 66 designation and three years of industry experience. She has worked at Guardian Life Insurance Company and Park Avenue Securities since 2020. Outside of her advisory role, she co-owns an e-commerce business and leads the Young Philanthropists group at Impact 100, organizing networking events and meetings. Her firm, Park Avenue Securities LLC, serves a broad retail client base including individual and high-net-worth investors, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Timothy Murray is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 12 years of industry experience. His prior work includes 11 years at Commerce One Financial and current roles at Park Avenue Securities and Guardian Life Insurance. Outside of advising, he plays music in a band and serves on the boards of the New York Terps and the Long Beach Chamber of Commerce. Park Avenue Securities LLC serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services with proprietary and third-party investment strategies, supporting both discretionary and non-discretionary accounts.

Donald Stonecipher is a financial advisor at Primerica Advisors with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Advisors since 1999. Stonecipher is also involved with Aristoboulos Racing, LLC, a non-investment-related venture. Primerica Advisors serves a broad retail client base, offering both brokerage and fee-based advisory services along with financial planning and retirement-plan consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports various account-level services, including lending solutions and donor-advised funds.

Milos Vranic is a financial advisor with Primerica Advisors in Saint Louis, MO, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Bank of America, Merrill Lynch Pierce Fenner & Smith, and Guardian Life Insurance Company. Outside of his advisory work, he is an agent with Pre-Paid Legal Services, Inc. Primerica Advisors serves a broad retail client base, offering both transaction-based brokerage and fee-based advisory relationships alongside financial planning and consulting services. The firm employs multiple proprietary and third-party investment programs, managing approximately $15 billion in regulatory assets under management.

Brian Daly is a financial advisor with Primerica Advisors in Raritan, NJ, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Guardian Life Insurance Co of America and Primerica Advisors since 2006. Outside of his advisory role, Daly is part owner of a building used for his business operations and operates an LLC for selling non-Guardian insurance products. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Seth Medalie is a financial advisor with Primerica Advisors in Needham, MA, holding the ChFC® designation and Series 63 license. He has 38 years of industry experience, including over 27 years at Primerica Advisors and more than 30 years with The Guardian Life Insurance Company. Outside of his advisory work, he serves on the Board of Advisors for Beth Israel Deaconess Hospital Needham and is involved with The Bulfinch Group Charitable Foundation. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies through proprietary and third-party platforms, offering both discretionary and non-discretionary account management.

Jeffrey Plummer is a financial advisor with Primerica Advisors in Saint Louis, MO, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Primerica Advisors since 2010 and also maintains long-term affiliations with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory roles, he serves as Co-Chair of the Advisory Board for The Dublin Christian Academy Endowment. Park Avenue Securities LLC serves individual and high-net-worth investors, charitable organizations, and corporate clients through a combination of transaction-based brokerage and fee-based advisory services. The firm offers proprietary advisory programs and third-party manager platforms, implementing investment strategies with a mix of model portfolios, separately managed accounts, and alternative investments.