Stephen Bennie is a CFA® charterholder affiliated with Primerica Advisors and currently works at Park Avenue Securities. He has one year of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to that, he spent over a decade at Castle Point Funds Management Limited. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs, financial planning, and consulting. The firm manages approximately $15 billion in assets under management and supports a range of investment strategies and lending solutions.

Michael Wasik is a financial advisor at Guardian Life with six years of industry experience. He holds the Series 66 designation and has worked at several firms including Bleakley Financial Group, LPL Financial, and Park Avenue Securities. He is also licensed to sell insurance outside of Guardian Life. Park Avenue Securities LLC, where he operates, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

Oracio Cappello is a financial advisor at Primerica Advisors with 30 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company of America, Penn Mutual Life Insurance Co, and Hornor Townsend & Kent Inc. Cappello is also the owner of Dream Q Brokerage LLC, which sells insurance products outside of Guardian. Park Avenue Securities serves a wide range of clients, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a variety of investment strategies through proprietary and third-party platforms.

Anthony Mazzei Sr. is a financial advisor with Primerica Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience and has been affiliated with Primerica Advisors since 1999, with additional roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he is involved in several business ventures including National Financial Network, LLC, and serves on the Foundation for Charity for NFN. Park Avenue Securities LLC serves a diverse retail client base offering brokerage and advisory services, financial planning, and consulting. The firm employs a variety of investment strategies through proprietary model portfolios, third-party managers, and digital advice platforms, managing approximately $15 billion in assets under management.

Jeffrey Schwartz is a financial advisor with Primerica Advisors in Bakersfield, CA, holding Series 63 and Series 65 licenses and with 32 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Company of America since 2006 and has been self-employed since 1983. Schwartz serves as treasurer and board member for Innovative Entrepreneur Education and is on the board of directors for a local building management group. Primerica Advisors is part of Park Avenue Securities LLC, which serves individual and institutional clients through both brokerage and advisory services, offering a range of proprietary and third-party investment programs with discretionary and non-discretionary options.

Bryan Wilczewski is a financial advisor with Guardian Life in San Diego, CA, holding the CFP® and ChFC® designations and 19 years of industry experience. His prior roles include positions at Edward Jones, LPL Financial, and XY Investment Solutions. Outside of his advisory work, he is the owner of Evidentia Group LLC, a legal entity for managing 1099 income. He works at Park Avenue® Wealth Management, a subsidiary of Guardian Life that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships and utilizes a mix of proprietary and third-party investment models.

Thomas Youngman is a financial advisor with Primerica Advisors in Buffalo, NY, holding a Series 63 designation and 18 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2011. Outside of his advisory work, he serves as Vice Chair of Membership, PR & Branding on the board of the Wanakah Country Club. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Jonathan Drewes is a CFP® professional with over 31 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has held roles at Park Avenue Securities and Guardian Life Insurance Company for over a decade. Outside of his advisory work, he operates as an independent insurance broker for life, disability, and long-term care insurance products. Park Avenue Securities serves a diverse retail client base, offering both brokerage and fee-based advisory services along with financial planning and consulting. The firm utilizes a range of investment strategies through proprietary and third-party models, supporting various account types and lending solutions.

Michael Ferrone is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His career includes positions at Park Avenue Securities and Guardian Life Insurance Company, where he has been licensed since 1988. Ferrone is also licensed to sell insurance products outside of Guardian. Park Avenue Securities serves a broad retail client base with a mix of brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting.

Dalton Smith is a financial advisor with Guardian Life and holds a Series 66 credential. He has two years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is the author of a book titled *The Mech*. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, and retirement consulting services. The firm offers a range of investment advisory programs utilizing in-house and third-party model portfolios.

Misty Petrosino is a financial advisor with Primerica Advisors based in Charlotte, NC, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She has worked at Park Avenue Securities LLC and Guardian Life Insurance Co of America since 2017 and previously spent 13 years with Metropolitan Life Insurance Company and MetLife Securities Inc. Outside of her advisory role, she is involved with Target Market Institute, LLC, a business activity unrelated to investments. Park Avenue Securities LLC serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services alongside financial and retirement planning. The firm uses a combination of proprietary and third-party investment strategies and supports discretionary and non-discretionary account management with a variety of investment options.

Cheryl Donnelly is a Series 66-licensed financial advisor with Primerica Advisors, bringing 23 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2024, and has been with Primerica Advisors and Guardian Life Insurance Co since 2014. Outside of her advisory role, she conducts financial education workshops. 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 a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Theodore Stiller is a Series 66-licensed financial advisor with 18 years of industry experience. He is affiliated with Primerica Advisors and has been associated with Park Avenue Securities and Guardian Life Insurance Company of America since 2007. Outside of his advisory role, he serves as a director for both the Maui Chamber of Commerce and the J Walter Cameron Center. 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 a range of brokerage and advisory services, employing a mix of proprietary and third-party investment strategies alongside financial and business consulting.

Matthew Purzycki is a CFP® with 32 years of experience in the financial industry. He has been with Guardian Life and its subsidiary Park Avenue Securities since 2002. Outside of his advisory role, he provides tax preparation services and serves as a trustee of Liberti Church. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and wholly owned by The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage, financial planning, and investment advisory services, utilizing both proprietary and third-party strategies.

Angela Mally is a CFP® professional with 26 years of experience in the financial services industry. She is currently affiliated with Primerica Advisors and Park Avenue Securities, with prior roles at Guardian Life Insurance Company and its affiliates. Outside of her advisory work, she owns Arlington Capital Group, LLC, a marketing company, and is involved in several other business activities related to insurance and investment services. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary account management.

Raymond Leyden is a Series 63-licensed financial advisor with 10 years of industry experience. He is currently with Primerica Advisors and has prior experience at Park Avenue Securities, Guardian Life Insurance Company, Mass Mutual Investors Services, and New York Life Insurance Company. Leyden also serves as a board member for Lansdowne Yonkers. Primerica Advisors serves a broad 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, financial planning, and investment programs utilizing proprietary and third-party strategies.

Jordan Eidelkind is a financial advisor at Guardian Life with a Series 66 credential and less than one year of industry experience. His prior work includes roles at Lifted Health Solutions, Opexus, and AIM Hospitality Group, as well as academic positions at the University of Maryland and Indiana University Kelley School of Business. His current firm, Park Avenue Securities LLC (doing business as Park Avenue® Wealth Management), is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with financial planning, brokerage services, and investment advisory programs.

Christopher Mackey is a financial advisor at Guardian Life with one year of industry experience. He holds a Series 66 designation and has previously worked at the Bulfinch Group and ThousandEeys among other firms. Guardian Life’s subsidiary, Park Avenue Securities, serves a range of clients including individuals, pension plans, and charitable organizations, offering brokerage services, financial planning, and investment advisory programs.

Chandler Winchester is a financial advisor with Guardian Life and holds a Series 66 designation. He has eight years of industry experience and has worked at several firms including Securian Financial Services, SagePoint Financial, and OSAIC. Winchester also operates a wealth management practice under the DBA Lifepoints Financial. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America that offers brokerage services, financial planning, and investment advisory solutions to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of proprietary and third-party investment models and provides discretionary and non-discretionary advisory services.

Samuel Pollack is a Series 66-licensed financial advisor with Primerica Advisors, based in Deerfield, IL, and has three years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, The Pietsch Financial Group, and CliftonLarsonAllen. Outside of advising, he provides tax preparation services through SP Tax Services, LLC. 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 both brokerage and advisory services, utilizing a mix of proprietary model portfolios, third-party managers, and digital advice solutions.