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Kolton Q
CFP®, Series 63, Series 66
Gilbert, AZ
Guardian Life
Kolton Quitno is a CFP® with six years of industry experience, currently serving with Guardian Life and Park Avenue Securities. His career includes roles at Dew Wealth Management, The Vanguard Group, Towne Park, and Grand Canyon University. 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 a blend of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.
Stephen B
CFA®, Series 63
Yarmouth, ME
Guardian Life
Stephen Bennie is a CFA® charterholder and Series 63 licensee with one year of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2025 and previously spent 11 years at Castle Point Funds Management Limited. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of advisory services including discretionary management, model-based strategies, financial planning, and access to proprietary and third-party investment programs.
Michael W
Series 66
Florham Park, NJ
Guardian Life
Michael Wasik is a Series 66-credentialed advisor with six years of industry experience, currently affiliated with Guardian Life and its subsidiary Park Avenue Securities. His prior experience includes roles at Bleakley Financial Group, LPL Financial LLC, and Private Advisor Group. In addition to his advisory work, he is involved in selling insurance outside of Guardian. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a mix of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, alongside a range of integrated financial planning, consulting, and lending solutions.
Oracio C
ChFC®, Series 63
Scottsdale, AZ
Guardian Life
Oracio Cappello is a financial advisor with Guardian Life, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. He has worked at firms including Park Avenue Securities, Penn Mutual Life Insurance, and Hornor Townsend & Kent Inc. Outside of his advisory role, he is the owner of Dream Q Brokerage LLC, an insurance brokerage business. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, institutions, and charitable organizations. The firm provides tailored client solutions using a combination of advisor-led discretionary management, model-based strategies, and access to insurance and alternative investment products.
Anthony M
ChFC®, Series 63, Series 65
New York, NY
Guardian Life
Anthony Mazzei Sr. is a financial advisor at Guardian Life with the designations ChFC®, Series 63, and Series 65, and has 44 years of industry experience. His career includes long-term roles with Guardian Life and its affiliates, including Guardian Investor Services LLC and Park Avenue Securities. Outside his advisory work, he is involved with several entities under the National Financial Network umbrella and the Foundation for Charity for NFN. Guardian Life’s affiliate, Park Avenue® Wealth Management, provides both brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of tailored client solutions, combining advisor-led discretionary management with model-based strategies and a variety of proprietary and third-party programs.
Jeffrey S
Series 63, Series 65
Bakersfield, CA
Guardian Life
Jeffrey Schwartz is a financial advisor with Guardian Life in Bakersfield, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Guardian Life since 2006 and has been self-employed since 1983. Outside of his advisory role, he serves as treasurer and board member of Innovative Entrepreneur Education and is a member of a local board of directors addressing building and tenant matters. Guardian Life’s Park Avenue Wealth Management subsidiary offers brokerage and advisory services to individuals, businesses, and organizations, providing tailored financial planning and investment solutions through advisor-led discretionary management and model-based strategies.
Bryan W
CFP®, ChFC®, Series 63, Series 66
San Diego, CA
Guardian Life
Bryan Wilczewski is a CFP® and ChFC® credentialed advisor with 19 years of experience in the financial services industry. He is currently with Guardian Life and Park Avenue Securities and has previously worked at firms including Edward Jones, Merrill, and Lord, Abbett & Co. LLC. Outside of his advisory role, he is the owner of Evidentia Group LLC and also conducts independent insurance sales unrelated to Guardian. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and organizations. The firm offers a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions, with access to insurance products and alternative investments through its affiliation with Guardian Life.
Thomas Y
Series 63
Buffalo, NY
Guardian Life
Thomas Youngman is a financial advisor with Guardian Life in Buffalo, NY, holding a Series 63 designation and 19 years of industry experience. He has been with Guardian Life since 2011. Outside of his advisory role, he serves as Vice Chair of Membership, PR, and Branding on the board of the Wanakah Country Club. 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 digital advisory solutions tailored to client needs.
Jonathan D
CFP®, Series 63, Series 66
Minnetonka, MN
Guardian Life
Jonathan Drewes is a CFP® professional with 32 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities in Minnetonka, MN. His career includes tenures at Guardian Life Insurance Company and Park Avenue Securities since 2014, as well as experience with SII Investments, Inc. He also operates as an independent insurance broker for various life, disability, and long-term care insurance products. 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 a range of financial planning and consulting services, combining advisor-led management with model-based strategies and access to proprietary and third-party platforms.
Michael F
Series 63, Series 65
Toms River, NJ
Guardian Life
Michael Ferrone is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Guardian Life since 1988 and Park Avenue Securities since 2024. Ferrone is also licensed to sell insurance products outside of Guardian Life. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers financial planning, advisory services, and access to proprietary and third-party investment programs, combining advisor-led discretionary management with model-based strategies.
Dalton S
Series 66
Henderson, TX
Guardian Life
Dalton Smith is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2025. Outside of his advisory role, he is the author of a book titled *The Mech*. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 delivers advisor-led discretionary management alongside model-based strategies, offering tailored client solutions through proprietary programs and third-party platforms.
Misty P
Series 63, Series 66
Charlotte, NC
Guardian Life
Misty Petrosino is a financial advisor at Guardian Life with 29 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Park Avenue Securities, LLC and Metropolitan Life Insurance Company, among others. Additionally, she is involved with Target Market Institute, LLC, a non-investment related business. Park Avenue Securities LLC, 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 a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.
Cheryl D
Series 66
Irvine, CA
Guardian Life
Cheryl Donnelly is a financial advisor with Guardian Life, holding a Series 66 designation and bringing 23 years of industry experience. She has worked at Guardian Life and its related entities since 2014 and previously was with Arete Wealth Advisors and Private Wealth Advisors. Outside her advisory role, she conducts financial education workshops and serves as a successor trustee and co-executor of family trusts and estates. Guardian Life's subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, retirement plan sponsors, and organizations, combining advisor-led discretionary management with model-based strategies and access to a range of proprietary and third-party investment solutions.
Theodore S
Series 66
Kahului, HI
Guardian Life
Theodore Stiller is a financial advisor with Guardian Life, holding a Series 66 designation and 18 years of industry experience. He has been associated with Park Avenue Securities and Guardian Life Insurance Company of America since 2007. Stiller serves as a director for both the Maui Chamber of Commerce and the J Walter Cameron Center. He also founded Hive Network, a local networking group. 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 combines advisor-led discretionary management with model-based strategies and provides a range of financial planning, consulting, and investment solutions tailored to client needs.
Matthew P
CFP®, Series 63
Sewell, NJ
Guardian Life
Matthew Purzycki is a CFP®-designated financial advisor with 32 years of industry experience. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 2002. In addition to his advisory role, he provides tax preparation services and serves as a trustee of Liberti Church. 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 combines advisor-led discretionary management with model-based strategies and provides tailored client relationships through various proprietary and third-party platforms.
Angela M
CFP®, Series 63
Columbus, OH
Guardian Life
Angela Mally is a CFP®-designated financial advisor with Guardian Life in Columbus, Ohio, bringing 26 years of industry experience. She has worked with Guardian Life and its affiliates since 2003 and previously with ValMark Advisers, Inc. from 2000 to 2003. Her other business activities include ownership of Arlington Capital Group, LLC. Angela is associated with Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses, offering tailored financial planning and investment management through proprietary and third-party platforms.
Raymond L
Series 63
Rye Brook, NY
Guardian Life
Raymond Leyden is a financial advisor at Guardian Life with 10 years of industry experience. He holds a Series 63 designation and has worked at firms including Park Avenue Securities, Guardian Life Insurance Company, Mass Mutual Investors Services, and New York Life Insurance Company. Leyden serves as a board member for Lansdowne Yonkers. Park Avenue Securities, 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 a range of financial planning, consulting, and discretionary investment management solutions supported by proprietary and third-party platforms.
Jordan E
Series 66
New York, NY
Guardian Life
Jordan Eidelkind is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. Prior to joining Guardian Life and its subsidiary Park Avenue Securities, he held roles in various sectors including healthcare technology, hospitality, and music. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies through proprietary and third-party platforms.
Christopher M
Series 66
Needham, MA
Guardian Life
Christopher Mackey is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience, including prior roles at the Bulfinch Group and ThousandEeys. Guardian Life’s Park Avenue Securities LLC provides brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm offers tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory platforms.
Chandler W
Series 66
Riverside, RI
Guardian Life
Chandler Winchester is a financial advisor at Guardian Life with nine years of industry experience. He holds a Series 66 credential and has worked at firms including Securian Financial Services, SAGEPOINT FINANCIAL, and OSAIC. He also operates a wealth management practice under the DBA Lifepoints Financial. Guardian Life’s subsidiary, 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 proprietary programs, third-party solutions, and insurance products through its connection with Guardian Life.
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