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Ester V
Series 63, Series 65
Glenview, IL
Guardian Life
Ester Viti is a financial advisor with Guardian Life and Park Avenue Securities who holds Series 63 and Series 65 licenses and has 23 years of industry experience. She has worked with Guardian Life and Park Avenue Securities for the past 10 years. Outside of her advisory roles, she serves on the College of Lake County Foundation Board. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser wholly owned by The Guardian Life Insurance Company of America. The firm offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.
Michael V
Series 65
Houston, TX
Guardian Life
Michael Valore is a financial advisor at Primerica Advisors with Series 65 credentials and two years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and TIP Group LLC. He is a veteran of the United States Marine Corps. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage, advisory, and financial planning services. The firm uses a combination of proprietary and third-party investment strategies across various account types and supports lending solutions and donor-advised funds.
Jason H
Series 63, Series 65
Rye Brook, NY
Guardian Life
Jason Horowitz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior roles include positions at Nomura Securities International, Nomura Holding America, and RBC Capital Markets. He is based in New York, NY. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.
Jeffrey B
CFP®, Series 63, Series 65
Wyomissing, PA
Guardian Life
Jeffrey Bingham is a financial advisor with Primerica Advisors in Wyomissing, PA, holding CFP® certification and Series 63 and 65 licenses. He has 32 years of industry experience and has worked with Guardian Life, Primerica Advisors, and First Financial Group. Outside of his advisory role, he is active in the West Reading-Wyomissing Rotary and The Friday LEADS Group. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers proprietary and third-party investment programs and supports a range of account types with discretionary and non-discretionary management options.
Joseph C
Series 66
Dallas, TX
Guardian Life
Joseph Cundari is a financial advisor at Primerica Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is involved in outside insurance sales. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm employs a mix of proprietary and third-party investment strategies and provides various account-level services such as lending solutions and donor-advised fund options.
Patricia R
Series 63, Series 65
Hillsborough, NJ
Guardian Life
Patricia Reilly is a financial advisor with Primerica Advisors based in Hillsborough, NJ, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2015. 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, financial planning, and business consulting, utilizing a mix of proprietary and third-party investment strategies across various account types.
Tyler W
Series 66
Great Barrington, MA
Guardian Life
Tyler Wilmot is a Series 66 licensed advisor with Primerica Advisors who has four years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement consulting. The firm employs a mix of proprietary and third‑party investment strategies and supports a range of account types, including discretionary and non‑discretionary management options.
David O
CFP®, Series 63, Series 65
New York, NY
Guardian Life
David Orsolino is a financial advisor with Primerica Advisors, holding the CFP® designation and Series 63 and 65 licenses, with 27 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2005. Outside of his advisory role, he serves as a trustee for an irrevocable trust. Park Avenue Securities LLC serves a diverse 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 with options for discretionary and non-discretionary account management.
Stephany F
CFP®, Series 66
Waban, MA
Guardian Life
Stephany Fiadjoe is a CFP® with 18 years of industry experience, currently affiliated with Primerica Advisors. She has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2017, and previously worked at PRUCO Securities LLC and Prudential Insurance Co of America. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a variety of investment strategies, including proprietary and third-party model portfolios, and provides services such as securities-based lending and donor-advised funds.
Geoffrey G
Series 63, Series 65
Glen Allen, VA
Guardian Life
Geoffrey Gardner is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His tenure includes multiple roles at Guardian Life Insurance Company and Park Avenue Securities dating back to 2013. Outside of his advisory work, he occasionally sells insurance products through Consolidated Planning, Inc. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage, financial planning, retirement consulting, and investment advisory services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients.
James B
Series 66
Atlanta, GA
Guardian Life
James Bolton is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Primerica Advisors. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Coastal States Bank. He serves on the board of directors for The Ivy's Condominium Association in Atlanta. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services alongside financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services such as lending solutions and donor-advised funds.
Asghar K
CFP®, ChFC®, Series 63, Series 65
New York, NY
Guardian Life
Asghar Kazim is a CFP® and ChFC® with 30 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His career includes long-term roles at Guardian Life and Regent Financial Group. He serves as a board member of the American Pakistan Foundation (APF). Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporations. The firm offers brokerage services, financial planning, retirement consulting, and a range of advisory programs, including discretionary and non-discretionary portfolio management.
Anthony C
Series 63, Series 65
King of Prussia, PA
Guardian Life
Anthony Corio is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses. He has 18 years of industry experience and has been with both Guardian Life and Park Avenue Securities since 2011. Outside of his advisory role, he serves on the executive board for Coaches vs. Cancer's Basketball Gala benefiting the American Cancer Society and provides debt counseling services. 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. The firm offers brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.
Jason W
Series 66, Series 63
Lombard, IL
Guardian Life
Jason Williams is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has three years of industry experience, including roles at Northwestern Mutual and Park Avenue Securities. His career also includes a long tenure at Travelers Insurance prior to his financial advisory positions. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individual and institutional clients with brokerage, financial planning, retirement consulting, and advisory programs. The firm combines proprietary and third-party investment strategies and offers both discretionary and non-discretionary advisory services.
Stephen C
ChFC®, Series 66
Kahului, HI
Guardian Life
Stephen Cutillo is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Equitable Advisors, AXA-ADVISORS, LLC, Guardian Life Insurance Company, and Park Avenue Securities. Outside of finance, he works as a tour guide for a recreational outrigger canoe company in Maui. Park Avenue Securities serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting solutions. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies, including discretionary and non-discretionary account management.
Jeffery C
CFP®, Series 63, Series 65
Irvine, CA
Guardian Life
Jeffery Clemons is a financial advisor with Primerica Advisors based in Irvine, CA, holding CFP® and ChFC® designations and over 32 years of industry experience. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company, Mutual of Omaha, and Mass Mutual Life Insurance Company. He is also involved in offering insurance products outside of those provided by Guardian and its subsidiaries. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, providing both brokerage and advisory services along with financial and retirement-plan consulting. The firm utilizes a variety of proprietary and third-party investment strategies and supports multiple advisory programs and account-level services.
Nicholas P
Series 66
Needham, MA
Guardian Life
Nicholas Peters is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Primerica Advisors and has previously worked at Guardian Life Insurance Company of America, Fallon Custom Homes, Group Design Build, and Park Avenue Securities. Outside of his advisory role, he is involved in an insurance business separate from Guardian. Primerica Advisors serves a broad retail client base, offering both transaction-based brokerage and fee-based advisory services, along with financial planning and retirement consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a variety of account-level services.
Daniel Z
Series 66
Sleepy Eye, MN
Guardian Life
Daniel Zufall is a Series 66-licensed financial advisor with three years of industry experience, currently affiliated with Primerica Advisors. He has previously worked at LeaderOne Financial Corporation and Movement Mortgage. Zufall is also involved as a residential mortgage broker through Barrett Financial Group. Primerica Advisors serves a broad retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages accounts using a variety of strategies and supports lending solutions and donor-advised funds.
Mary R
ChFC®, Series 63, Series 65
Reston, VA
Guardian Life
Mary Reilly Will is a financial advisor with Guardian Life and holds the ChFC® designation along with Series 63 and Series 65 licenses. She has 38 years of industry experience and has been affiliated with Guardian Life and Park Avenue Securities since 1991. Outside of her advisory role, she serves as trustee and executrix of her mother’s estate. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement consulting, and both proprietary and third-party investment advisory programs.
Marvin G
Series 66
Grayson, GA
Guardian Life
Marvin Gayle is a Series 66-licensed advisor with 13 years of industry experience. He is currently affiliated with Primerica Advisors and Park Avenue Securities, having worked previously at Guardian Life Insurance Company. Outside of his advisory role, Marvin provides photography, graphic, and web design services through MNG Designs and also works as a rideshare driver. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies using proprietary and third-party model portfolios and supports various account-level services, including securities-based lending and tax-harvesting.
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