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Jeffrey H
Series 66
Salt Lake City, UT
Guardian Life
Jeffrey Hansen is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 18 years of industry experience. He has worked at both firms throughout his career, based in Salt Lake City, UT. Outside of advising, Hansen is involved in welding and metal design as a non-investment activity. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, 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 wrap programs, third-party advisory solutions, and integrated lending options.
Kristine W
Series 66
Manahawkin, NJ
Guardian Life
Kristine Wiley is a financial advisor with Guardian Life, holding a Series 66 designation and 17 years of industry experience. She has worked with Guardian Life and Park Avenue Securities since 2019. Outside of her advisory work, she is a registered New Jersey notary. Park Avenue Securities LLC, a wholly owned 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 through proprietary and third-party platforms, including a digital advisory solution and access to insurance products and alternative investments.
Michael D
CFP®, Series 63, Series 66
Melville, NY
Guardian Life
Michael Di Marco is a CFP® professional with 10 years of experience in financial advising. He is currently affiliated with Guardian Life and Park Avenue Securities, having worked previously at American Express Financial Advisors and IDS Life Insurance Company. He also has over two decades of experience with Country Fair Management LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, charities, and businesses. The firm offers advisor-led discretionary management alongside model-based strategies and a range of consulting and financial planning services.
Rebecca N
Series 63, Series 65
Montville, NJ
Guardian Life
Rebecca Novin Cannon is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials with 23 years of industry experience. She has served as an advisor at Park Avenue Securities and Guardian Life since 2016. Outside of her advisory role, she serves as a trustee for several family trusts and is a volunteer member of the Board of Trustees for the Jewish Federation of Greater Metrowest. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and digital advisory options.
John K
Series 63, Series 66
Greenwood Village, CO
Guardian Life
John Kelley is a financial advisor at Guardian Life with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Eagle Strategies and New York Life Insurance Company. Kelley serves as a trustee for a parents' trust. Guardian Life’s subsidiary, Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and consulting through a combination of advisor-led discretionary management and model-based strategies, with access to proprietary programs and third-party advisory solutions.
Andrea A
Series 63, Series 65
Flushing, NY
Guardian Life
Andrea Avitabile is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has 24 years of industry experience, including roles at Fidelity Personal and Workplace Advisors, Charles Schwab, and HSBC Securities. 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 offers a range of financial planning and consulting services tailored to client needs.
Charles W
ChFC®, Series 63, Series 65
Hunt Valley, MD
Guardian Life
Charles Woodbury is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation and Series 63 and Series 65 licenses. He has 41 years of industry experience, including over a decade at Guardian Life. Woodbury is active in his community through leadership roles at Towson United Methodist Church, including serving on the Stewardship Committee and chairing the Planned Giving Committee. Park Avenue Securities LLC, a wholly owned 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 through proprietary and third-party platforms, with tailored client relationships supported by a broad range of financial planning and consulting solutions.
Elmo C
Series 63, Series 65
Emporia, VA
Guardian Life
Elmo Clary Jr. is a financial advisor with Guardian Life in Emporia, VA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Guardian Life since 1999. Outside of his advisory role, Clary serves as president of the Meherrin River Arts Council and is active in local community organizations including the Main Street United Methodist Men. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions combining advisor-led discretionary management with model-based strategies, and provides access to proprietary programs, third-party advisory solutions, insurance products, and alternative investments.
Sean O
Series 63, Series 65
Fort Worth, TX
Guardian Life
Sean O Donnell is a financial advisor with Guardian Life based in Fort Worth, TX, holding Series 63 and Series 65 designations and having 10 years of industry experience. His work history includes tenure at both Guardian Life Insurance Company and Park Avenue Securities since 2016. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers financial planning, ongoing consulting, and access to proprietary and third-party advisory programs, combining advisor-led discretionary management with model-based strategies and additional services such as integrated lending and alternative investments.
Jacob L
Series 66
Belton, MO
Guardian Life
Jacob Larkey is a Series 66-registered advisor with Guardian Life and Park Avenue Securities, bringing one year of industry experience. His prior roles include positions at Barby Minnick and Associates and Selectquote. Outside of his advisory work, he serves on a condo owner association board in Belgrade, Montana. Park Avenue Securities, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofits. The firm delivers tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory programs.
Mordechai L
Series 63, Series 66
Melville, NY
Guardian Life
Mordechai Lev is a financial advisor at Guardian Life with 9 years of industry experience. He holds Series 63 and Series 66 designations. His career has been primarily with Guardian Life since 2012. Guardian Life’s subsidiary, 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 proprietary programs, third-party solutions, and access to insurance products and alternative investments.
Michael R
Series 63, Series 65
Garden City, NY
Guardian Life
Michael Reyes is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021. Prior to his financial services career, Reyes held roles in retail and education, including positions at Sundown Ski and Snowboard and Adelphi University. Park Avenue Securities LLC, 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 combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs, third-party solutions, and integrated lending options.
Charles H
Series 63, Series 65
Louisville, KY
Guardian Life
Charles Howard Jr. is a financial advisor with Guardian Life and Park Avenue Securities in Louisville, KY, holding Series 63 and Series 65 licenses and 17 years of industry experience. He is also a restaurant owner of Voodoo Tuna Sushi Bar and Lounge. Park Avenue Securities LLC, 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 customized advisory solutions combining advisor-led management and model-based strategies, with access to proprietary programs, third-party platforms, and insurance products through its connection with Guardian Life.
Ralph S
Series 63
Ridgefield, CT
Guardian Life
Ralph Sessa is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and over 33 years of industry experience. His career includes significant tenure at Park Avenue Securities and Guardian Life Insurance Company, along with ongoing involvement with NRL Wealth Creation Strategies LLC since 1992. He also serves as a trustee for a family trust. Park Avenue Securities LLC, 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 combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory solutions tailored to client needs.
Dustin P
CFP®, Series 63
Minnetonka, MN
Guardian Life
Dustin Peltier is a CFP®-designated financial advisor with 18 years of industry experience, currently with Guardian Life and its subsidiary Park Avenue Securities. He has worked with both firms since 2005, primarily at Park Avenue Securities. Peltier also operates Well-Being Wealth Strategies, LLC, a business he established in 2018. Park Avenue Securities, a wholly owned 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 investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.
James D
Series 63, Series 65
Middleton, MA
Guardian Life
James Desrocher is a financial advisor with Guardian Life in Middleton, MA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. Prior to joining Guardian Life in 2015, he worked at Signator Investors, Inc. from 2009 to 2011. Outside of his advisory role, he delivers occasional public speaking engagements and operates an independent coaching and consulting business focused on marketing and business planning. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate clients, and charitable organizations. The firm offers advisor-led discretionary management alongside model-based strategies through proprietary and third-party platforms, delivering tailored financial planning, education, and consulting services.
Salvatore P
ChFC®, Series 63, Series 65
Woodcliff Lake, NJ
Guardian Life
Salvatore Petruzzellis is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including a long tenure with Guardian Life and related entities, as well as International Planning Alliance, LLC. His other business activities include the sale and servicing of insurance products such as life, disability, group, medical, and annuities. Park Avenue Securities, a wholly owned 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 combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.
Jalen L
Series 66
San Diego, CA
Guardian Life
Jalen Lee is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His prior roles include positions at Park Avenue Securities, Marine Street Financial, and REV77, as well as teaching experience at Arizona State University and local schools. He works at Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and advisory services to individuals, plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning, discretionary and non-discretionary investment management, and access to proprietary and third-party advisory solutions.
Daniel P
Series 66
New York, NY
Guardian Life
Daniel Paikin is a Series 66-credentialed financial advisor with 17 years of industry experience, currently affiliated with Guardian Life and its subsidiary Park Avenue Securities. He has worked with these firms since 2008. Outside of his primary roles, he is involved in selling insurance products beyond Guardian Life and manages marketing activities through Tempus Financial Group, LLC. Park Avenue Securities, a wholly owned 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 and digital advisory solutions.
John G
Series 66
Columbus, OH
Guardian Life
John Gardner is a financial advisor with Guardian Life who holds a Series 66 license and has seven years of industry experience. He previously worked at Bank of America and has been with Park Avenue Securities, a subsidiary of Guardian Life, since 2019. Outside of his advisory work, Gardner is a tennis instructor, giving lessons to clients of all ages and abilities. Park Avenue Securities LLC provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management, model-based strategies, and a variety of financial planning and consulting services.
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