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Matthew T

Series 66

Lake Oswego, OR

Guardian Life

Matthew Tabor is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has two years of industry experience and previously worked at Guardian Life Insurance Company and Myatt & Bell, P.C. Additionally, he is licensed as an attorney with the Oregon State Bar Association. Primerica Advisors serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, featuring proprietary and third-party investment programs along with financial planning and consulting solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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David S

Series 63, Series 66

Wall, NJ

Guardian Life

David Suckey is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 25 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance since 1999. Outside of his advisory work, he is a passive investor in several Jersey Mike’s sub shops in North Lake, Texas. Park Avenue Securities LLC 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 a digital advice platform, managing approximately $15 billion in regulatory assets.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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David P

ChFC®, Series 63

Holmdel, NJ

Guardian Life

David Parsels is a financial advisor with Primerica Advisors, holding the ChFC® designation and a Series 63 license, with 23 years of industry experience. He has worked at Park Avenue Securities since 2002 and has been affiliated with Northeast Planning Corp and Guardian Life Insurance Company since 2000. Parsels also serves as a marketing consultant for Guardian Life Insurance Company. Park Avenue Securities LLC serves a diverse 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 range of proprietary and third-party investment strategies across discretionary and non-discretionary accounts.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Andrew L

CFP®, Series 63, Series 65

Scarsdale, NY

Guardian Life

Andrew Leven is a CFP® with 22 years of industry experience, currently affiliated with Primerica Advisors and operating through Park Avenue Securities and Guardian Life Insurance Company. He has held roles at Park Avenue Securities since 2005 and Guardian Life Insurance since 2005. Outside of his advisory work, he helps coordinate community services for the Greenknolls Greenvale Community Association and is involved with Retirement Strategy Calculator LLC, an application focused on cash flow analysis. Park Avenue Securities 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 proprietary and third-party investment strategies across multiple platforms.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Martin L

ChFC®, Series 63, Series 65

Needham, MA

Guardian Life

Martin Lowenthal is a ChFC® credentialed financial advisor with 23 years of industry experience. He is currently affiliated with Primerica Advisors and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2010. His other business activities include insurance services outside of Guardian Life. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level features such as lending solutions and tax harvesting.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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David R

Series 66

Roswell, GA

Guardian Life

David Rogers is a financial advisor with Primerica Advisors, holding a Series 66 designation and 11 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017 and previously at J.P. Morgan Securities from 2014 to 2017. He serves as executor and beneficiary of a family trust and is also named executor of a family member’s estate. 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 brokerage and advisory services along with financial planning and retirement-plan consulting, utilizing a range of proprietary and third-party investment strategies and platforms.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Nawar A

Series 63, Series 66

Saint Louis, MO

Guardian Life

Nawar Alhariri is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has five years of industry experience, including roles at New York Life Insurance Co., Citigroup, Stifel, and currently Park Avenue Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs utilizing both proprietary and third-party models.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Christopher J

Series 63, Series 65

Hammond, LA

Guardian Life

Christopher Jackler is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company, and previously spent four years at PPG Industries. Outside of his advisory role, he owns The Physician's Guild, LLC, which connects physicians with potential student loan grant opportunities through a website filtering system. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial and business consulting. The firm utilizes proprietary and third-party investment strategies across various platforms, managing approximately $15 billion in assets with a combination of discretionary and non-discretionary account management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Jason O

Series 63, Series 65

Las Vegas, NV

Guardian Life

Jason Oshins is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been affiliated with Guardian Life since 2010 and Park Avenue Securities since 2011. Oshins serves on the Vegas PBS Southern Nevada Planned Giving Council and contributes articles to publications such as Ultimate Estate Planner and Vegas PBS. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and investment advisory programs with both discretionary and non-discretionary options.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Michael M

Series 63, Series 65

Woodcliff Lake, NJ

Guardian Life

Michael Mccaffrey is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Primerica Advisors and Guardian Life Insurance Co of America since 2011 and has been associated with International Planning Alliance, LLC since 2000. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a wide range of retail clients including individuals, 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 platforms and account types.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Bradley R

Series 66

Lancaster, OH

Guardian Life

Bradley Roach is a financial advisor with Primerica Advisors in Lancaster, Ohio, holding 17 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance since 2017 and was previously with Primerica Advisors and Guardian Life Insurance Co. Outside of his advisory work, Roach serves as president of Fashion and Vanity Cleaners, Inc. and is a board member of the 211 referral services of Fairfield County as well as the Lancaster-Sherman Rotary. 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.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Andreane F

CFP®, ChFC®, Series 63, Series 65

Rome, GA

Guardian Life

Andreane Frazier is a financial advisor with Primerica Advisors who holds the CFP® and ChFC® designations and has 15 years of industry experience. She previously worked at Hornor Townsend & Kent LLC and Penn Mutual Life Insurance Company over a ten-year period before joining Park Avenue Securities and Guardian Life Insurance Company in 2021. Outside of advising, she is active as a professional speaker and author, and serves as treasurer on the board of the Exchange Club Family Resource Center, a nonprofit providing parenting and life skills training. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm uses a combination of proprietary and third-party investment strategies and supports a range of account services including lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Thomas H

Series 66

Scottsdale, AZ

Guardian Life

Thomas Hunt is a Series 66-licensed financial advisor with Primerica Advisors, based in Scottsdale, AZ, and has five years of industry experience. Prior to joining Primerica in 2024, he worked at Guardian Life Insurance Company and was involved with Tango Commercial Real Estate, LLC for nine years. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with 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.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Khyle D

Series 63, Series 66

Farmington, CT

Guardian Life

Khyle Duncan is a financial advisor at Guardian Life with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Park Avenue Securities and Northwestern Mutual in various capacities. His background also includes roles at Stellae International Inc and Consolidated Aviation Services Inc. Park Avenue Securities, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and 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 range of advisory programs using both proprietary and third-party models.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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William H

Series 63, Series 65

Cincinnati, OH

Guardian Life

William Hoover is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and with 26 years of industry experience. He has been with Guardian Life and Park Avenue Securities since 2000. Hoover serves on the Northern Kentucky University School of Business Advisory Board and is Treasurer of the Military Commons HOA. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a combination of proprietary and third-party programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Jeffrey F

Series 63

Wayzata, MN

Guardian Life

Jeffrey Foster is a financial advisor with Primerica Advisors in Wayzata, MN, holding a Series 63 designation and 21 years of industry experience. He has worked with Guardian Life Insurance Company and Primerica Advisors since 2014 and has been involved with Osseo since 1995. Outside of his advisory work, he participates annually in fundraising events for Ducks Unlimited and serves on the boards of the Marsh Lake private hunting club and the Orono Youth Hockey Association. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and utilizes a range of proprietary and third-party investment strategies across multiple platforms.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Thomas N

Series 66

Buffalo, NY

Guardian Life

Thomas Naples is a Series 66-licensed financial advisor with two years of industry experience, currently associated with Primerica Advisors in Buffalo, NY. His work history includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his insurance sales activities, he dedicates limited time to securities trading-related work. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and business planning. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services including lending and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Alan L

Series 63, Series 66

Round Rock, TX

Guardian Life

Alan Liljegren is a financial advisor with Guardian Life and holds Series 63 and Series 66 credentials. He has 19 years of industry experience, including roles at Edward Jones, Merrill Lynch, and Bank of America. Outside of his advisory work, he is affiliated with RoRo Es Loco, LLC, a non-investment-related business. He operates within Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, which provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Peter N

Series 66

Victoria, MN

Guardian Life

Peter Nelson is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 23 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. In addition to his advisory work, he serves as a trustee for a family trust. Park Avenue Securities LLC serves a broad retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and retirement planning. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies across discretionary and non-discretionary accounts.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Patrick H

Series 63, Series 65

Phoenix, AZ

Guardian Life

Patrick Hauge is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been with both firms since 2016. Hauge is involved with the Government Financial Education Group, which provides public financial education. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm provides both discretionary and non-discretionary advisory relationships, utilizing model portfolios from in-house and third-party managers.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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