James Higginbotham III is a CFP® professional with 16 years of industry experience. He has been with Guardian Life and Park Avenue Securities since 2015. Outside of his advisory role, he serves as an elder at Westtown Church in Tampa, FL. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm utilizes a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, providing tailored client solutions that include financial planning, consulting, and access to insurance and alternative investment products.

Michael Reed is a financial advisor with Guardian Life in Jacksonville, FL, holding Series 63 and Series 65 credentials with one year of industry experience. His prior roles include positions at Park Avenue Securities, North Florida Financial Strategic Wealth Specialist, George Moore Chevrolet, and MaxFit Jax Beach. Guardian Life’s subsidiary Park Avenue Securities offers both brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and a digital advisory platform, with access to insurance products and alternative investments.

William Jeffrey Traum is a financial advisor at Guardian Life with the designations ChFC® and Series 63, and has 50 years of industry experience. He has been with Guardian Life and its affiliated entities since 2013. Guardian Life, through its subsidiary Park Avenue® Wealth Management, serves individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside financial planning, consulting, and access to proprietary and third-party investment solutions.

Marianne Caswell is a financial advisor with Guardian Life and holds a Series 66 designation. She has nine years of industry experience and has worked with Park Avenue Securities and Guardian Life Insurance Company since 2013. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and a range of proprietary and third-party programs.

William Mcclanahan is a CFP® with seven years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His prior experience includes roles at Valic Financial Advisors and TIAA. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.

Matthew Moore is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America. He holds a Series 66 designation and has three years of industry experience. Prior to his current role, he has held positions at Bank of America, Merrill, and UBS Financial Services. He serves on the Board of Trustees for The Somerset County 200 Club. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Reid White is a financial advisor at Guardian Life with eight years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 63 license. Prior to joining Guardian Life in 2025, he worked at Northwestern Mutual from 2017 to 2025. Outside of his advisory role, he operates as an insurance agent providing clients with life, disability, and long-term care insurance as well as fixed annuities. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary programs, third-party advisory solutions, and integrated lending options.

Elaine Ellis is a financial advisor with Guardian Life and holds a Series 66 designation. She has 25 years of industry experience and has been with Guardian Life and its affiliates since 1998. Ellis also sells life, disability, and long-term care insurance through approved companies outside of Guardian. She works with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies through proprietary programs and third-party platforms.

Paul Worgaftik is a financial advisor at Guardian Life with seven years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities since 2019. Prior to his financial services career, he held positions at Marriott International and Starwood Hotels & Resorts. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management alongside model-based strategies and access to proprietary and third-party advisory solutions.

Gordon Smith is a financial advisor with Guardian Life and holds the ChFC® and Series 63 designations. He has 41 years of industry experience and has been affiliated with Guardian Life and its subsidiary Park Avenue Securities since 2008. Smith is also involved in insurance sales. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management alongside model-based strategies and integrates a range of proprietary and third-party advisory solutions.

Alec Williams is a financial advisor with Guardian Life who holds a Series 66 designation and has 11 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company since 2016. Outside of his advisory role, he is involved with the Friends of Braille Institute, a nonprofit supporting services for the visually impaired. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment platforms.

Chester Peach is a financial advisor at Guardian Life with 39 years of industry experience. He holds a Series 65 designation and has worked at Guardian Life since 2008, following six years at PRUCO Securities, LLC. In addition to his advisory role, he is involved in group medical benefits sales and service through Professional Choice Insurance. Guardian Life’s subsidiary, Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, high-net-worth clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of advisor-led discretionary management and model-based strategies, providing access to proprietary and third-party solutions, insurance products, and integrated lending options.

Steven Wilson is a financial advisor with Guardian Life, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has worked at Guardian Life since 2011 and also operates his own CPA and CFA tax return preparation and consulting business. Additionally, he has been affiliated with Fordham University since 2007. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and proprietary investment solutions.

Justin Makris is a financial advisor with Guardian Life and holds a Series 66 credential. He has 15 years of industry experience, with prior roles at Park Avenue Securities and Guardian Life Insurance Company dating back to 2011. He is involved in several business activities related to investment management and serves as a trustee on a family member’s account. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.

Richard Gallipoli is a ChFC® credentialed financial advisor at Guardian Life with 35 years of industry experience. He has worked at Guardian Life and its subsidiaries since 2007 and has been with Park Avenue Securities since 2018. Outside of advising, he teaches a six-hour defensive driving safety course. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Adam Gimbel is a financial advisor with Guardian Life in Saint Louis, MO, holding a Series 66 designation and four years of industry experience. He has worked with Guardian Life since 2022 and has prior experience at Raymond James Financial and LPL Financial. Outside of his work with Guardian, he also acts as an independent broker selling insurance products. Guardian Life’s Park Avenue Securities LLC provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary and third-party advisory solutions.

Neill Turner is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, with 12 years of industry experience. He has worked at Park Avenue Securities since 2014 and has been affiliated with Guardian Life since 2010. Outside of advising, he teaches a weekly yoga class, co-creates financial advisor-related podcasts, and serves on the board of the Colorado Entrepreneur Organization Chapter. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions, including insurance products and alternative investments.

Braden Wise is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked with Northwestern Mutual and Park Avenue Securities, which is a subsidiary of Guardian Life. Park Avenue Securities LLC provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers access to insurance products, alternative investments, and various integrated lending options.

Arnold Rosenbaum is a ChFC® and Series 66 licensed financial advisor with 56 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, having worked with both firms since 2000. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals—including high-net-worth clients—corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning and consulting services tailored to client needs.

Jason Stam is a financial advisor with Guardian Life who holds Series 63 and Series 66 licenses and has 27 years of industry experience. He has worked at Guardian Life since 1999 and is currently affiliated with Park Avenue Securities, a subsidiary of Guardian Life. Stam also engages in the sale of certain insurance products beyond his primary firm’s offerings. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning, investment management solutions, and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory platforms.