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Samuel P

Series 66

Lombard, IL

Guardian Life

Samuel Pollack is a financial advisor with Guardian Life and holds a Series 66 designation. He has three years of industry experience and has worked at Park Avenue Securities and The Guardian Life Insurance Company of America. Outside of his advisory role, he provides tax preparation services through SP Tax Services, LLC. 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 provides tailored client solutions through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Michael R

CFP®, ChFC®, Series 66

Roslyn, NY

Guardian Life

Michael Radovich is a CFP® and ChFC® affiliated with Guardian Life and Park Avenue Securities, with four years of industry experience. He has held roles at Guardian Life and Park Avenue Securities since 2021 and previously worked at Cintas and Greenway Distributing Corp. Radovich serves as a board member of the Youthful Savings Foundation, which promotes entrepreneurship and business education to middle and high school students. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers customized financial planning and investment solutions through proprietary and third-party platforms, combining advisor-led management with model-based strategies.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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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, holding Series 63 and Series 65 credentials and having 23 years of industry experience. She previously worked at Equity Services, Inc. from 2007 to 2016. Viti serves on the College of Lake County Foundation Board. 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 advisor-led discretionary and model-based management, financial planning, and access to proprietary and third-party advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Michael V

Series 65

Houston, TX

Guardian Life

Michael Valore is a financial advisor at Guardian Life with a Series 65 designation and three years of industry experience. He has worked in various roles at Park Avenue Securities, Guardian Life Insurance Company, TIP Group LLC, and served in the United States Marine Corps. Valore also maintains an insurance business separate from those offered through Guardian and its subsidiaries. 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 tailored client relationships through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Jason H

Series 63, Series 65

Rye Brook, NY

Guardian Life

Jason Horowitz is a financial advisor at Guardian Life with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Nomura Securities International, Nomura Holding America, and RBC Capital Markets. Guardian Life’s Park Avenue Wealth Management offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Jeffrey B

CFP®, Series 63, Series 65

Wyomissing, PA

Guardian Life

Jeffrey Bingham is a CFP® professional with 33 years of industry experience, currently serving as a financial advisor at Guardian Life. He has worked at Guardian Life since 2015 and has additional experience with First Financial Group dating back to 2009. Outside of his advisory work, he participates in community organizations including the West Reading-Wyomissing Rotary and The Friday LEADS Group. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers both brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, providing tailored client solutions that include financial planning, consulting, and access to proprietary and third-party investment programs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Joseph C

Series 66

Dallas, TX

Guardian Life

Joseph Cundari is a financial advisor with Guardian Life and holds a Series 66 credential. He has one year of industry experience, with previous roles at BDS Connected Solutions and Mosaic/Acosta Sales and Marketing. Outside of advising, he is involved in outside insurance sales. 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, providing tailored client relationships and access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Tyler W

Series 66

Great Barrington, MA

Guardian Life

Tyler Wilmot is a financial advisor at Guardian Life with four years of industry experience and holds a Series 66 designation. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2018. 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 access to proprietary and third-party investment solutions tailored to client needs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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David O

CFP®, Series 63, Series 65

New York, NY

Guardian Life

David Orsolino is a CFP® with 27 years of industry experience, currently serving at Guardian Life and Park Avenue Securities, where he has worked since 2005. He operates a personal business entity, DavidOrsolino.com, Inc., established to manage commissions and staff bonuses. Additionally, he acts as a trustee of an irrevocable trust. Park Avenue Securities LLC, a subsidiary of 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 through advisor-led discretionary management and model-based strategies, integrating proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Stephany F

CFP®, Series 66

Waban, MA

Guardian Life

Stephany Fiadjoe is a CFP® professional with 19 years of experience in the financial industry. She is currently associated with Guardian Life and Park Avenue Securities, having previously worked at Prudential for over two decades. 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 a mix of advisor-led discretionary management and model-based strategies, along with access to insurance products, alternative investments, and integrated lending options.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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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 having 26 years of industry experience. His career includes extensive tenure at Guardian Life Insurance Company and Park Avenue Securities since 2013. Outside of his primary roles, he occasionally sells insurance products through Consolidated Planning, Inc. 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, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, access to proprietary and third-party advisory solutions, and integrates various financial planning and consulting services.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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James B

Series 66

Atlanta, GA

Guardian Life

James Bolton is a financial advisor at Guardian Life with one year of industry experience. He holds a Series 66 designation and has worked previously at Coastal States Bank and Guardian Life Insurance Company. He serves on the board of The Ivy's Condominium Association in Atlanta. James Bolton is affiliated with Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America that provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside a range of financial planning and consulting services.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Asghar K

CFP®, ChFC®, Series 63, Series 65

New York, NY

Guardian Life

Asghar Kazim is a CFP® and ChFC® financial advisor with over 30 years of industry experience. He is currently with Guardian Life and Park Avenue Securities, holding roles at both firms since 2010 and 2017 respectively, and has worked with Regent Financial Group since 2008. Kazim serves on the board of the American Pakistan Foundation. Park Avenue Securities LLC, part 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 combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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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 and 18 years of industry experience. He has worked with both firms since 2011. Outside of his advisory work, Corio serves on the executive board for the Coaches vs. Cancer Basketball Gala benefiting the American Cancer Society and provides debt counseling services. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party solutions tailored to client needs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Jason W

Series 63, Series 66

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 and has previously worked at Northwestern Mutual Wealth Management Company and Park Avenue Securities. Park Avenue Securities LLC, a wholly owned 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 provides advisor-led discretionary management combined with model-based strategies, digital advisory solutions, and a range of integrated lending options.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Stephen C

ChFC®, Series 66

Kahului, HI

Guardian Life

Stephen Cutillo is a financial advisor with Guardian Life and holds the ChFC® and Series 66 designations. He has 14 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, Equitable Advisors, and AXA Advisors. Outside of his advisory work, he is employed as an outrigger canoe tour guide with a recreational tour company in Maui. 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 access to a range of financial planning, consulting, and investment solutions tailored to client needs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Jeffery C

CFP®, Series 63, Series 65

Irvine, CA

Guardian Life

Jeffery Clemons is a CERTIFIED FINANCIAL PLANNER™ professional with 33 years of industry experience. He is currently with Guardian Life and Park Avenue Securities, having held prior roles at Mutual of Omaha, Mass Mutual, and Northwestern Mutual. Clemons also engages in offering insurance products outside those available through Guardian and its subsidiaries. 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 tailored client solutions through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Nicholas P

Series 66

Needham, MA

Guardian Life

Nicholas Peters is a financial advisor at Guardian Life with nine years of industry experience. He holds a Series 66 designation and has worked at Guardian Life since 2016, with prior experience at Park Avenue Securities, Group Design Build, and Fallon Custom Homes. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm employs advisor-led discretionary management alongside model-based strategies, combining proprietary and third-party solutions to tailor client relationships.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Daniel Z

Series 66

Sleepy Eye, MN

Guardian Life

Daniel Zufall is a financial advisor with Guardian Life and holds a Series 66 designation. He has three years of industry experience and previously worked at LeaderOne Financial Corporation and Movement Mortgage. Zufall is also active as a residential mortgage broker with Barrett Financial Group. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers customized financial planning and consulting, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Mary R

ChFC®, Series 63, Series 65

Reston, VA

Guardian Life

Mary Reilly Will is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 38 years of industry experience, including over three decades with Guardian Life. Outside of her advisory role, she serves as a trustee and executrix of her mother’s estate. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, businesses, and charitable organizations. The firm offers tailored financial planning, discretionary management, and access to proprietary and third-party investment solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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