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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 is based in Salt Lake City, UT. Outside of his advisory role, Hansen is involved in welder and metal design work. 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 brokerage services, financial planning, retirement consulting, and a range of investment advisory programs combining proprietary and third-party strategies.
Kristine W
Series 66
Manahawkin, NJ
Guardian Life
Kristine Wiley is a Series 66-licensed financial advisor with 16 years of industry experience. She is currently affiliated with Primerica Advisors and has previously worked with Guardian Life Insurance Company and Park Avenue Securities LLC. Outside of her advisory role, she is a registered New Jersey notary public. Park Avenue Securities LLC 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 through proprietary models, third-party managers, and digital advice platforms, supporting various account types and lending solutions.
Michael D
CFP®, Series 66, Series 63
Melville, NY
Guardian Life
Michael Di Marco is a CFP® professional with 10 years of experience in the financial services industry. He has worked at firms including American Express Financial Advisors Inc., IDS Life Insurance Company, and Country Fair Management LLC. Since 2025, he has been affiliated with Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement plan consulting, and offers a range of investment advisory programs including discretionary and non-discretionary models from in-house and third-party managers.
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 licenses and bringing 23 years of industry experience. She has served as a trustee for multiple family trusts and is an executrix of an estate. Cannon also volunteers as a board member of the Jewish Federation of Greater Metrowest. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients by offering brokerage services, financial planning, retirement consulting, and a variety of investment advisory programs.
John K
Series 66, Series 63
Greenwood Village, CO
Guardian Life
John Kelley is a financial advisor at Guardian Life with 13 years of industry experience. He holds Series 66 and Series 63 designations and has worked at firms including Park Avenue Securities, Eagle Strategies, and New York Life Insurance Company. He serves as a trustee for Parents Trust outside of his advisory activities. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, and retirement consulting to individuals, pension plans, charitable organizations, and corporate clients using a range of proprietary and third-party investment advisory programs.
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 eight years with Fidelity Personal and Workplace Advisors and a decade with Fidelity Brokerage Services LLC. He currently serves clients through Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities LLC provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and utilizes model portfolios from internal and third-party managers.
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 65 licenses. He has 41 years of industry experience and has been with Guardian Life and Park Avenue Securities since 2008. Outside of his advisory role, he is involved with the Towson United Methodist Church, serving on the Stewardship Committee and chairing the Planned Giving Committee. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage, financial planning, and retirement plan consulting services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm offers a mix of proprietary and third-party investment advisory programs and utilizes both discretionary and non-discretionary advisory relationships.
Elmo C
Series 63, Series 65
Emporia, VA
Guardian Life
Elmo Clary Jr. is a financial advisor with Primerica Advisors in Emporia, VA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Guardian Life Insurance Co of America since 2006 and has been with Primerica Advisors since 1999. Outside of his advisory role, Clary serves as president of the Meherrin River Arts Council and is an officer in the Main Street United Methodist Men organization. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers a range of investment programs and financial planning options supported by proprietary and third-party strategies, managing approximately $15 billion in assets with a large network of advisors.
Sean O
Series 63, Series 65
Fort Worth, TX
Guardian Life
Sean O Donnell is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company throughout his career. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individual, pension, charitable, and corporate clients with brokerage services, financial planning, and investment advisory programs that include both proprietary and third-party options.
Jacob L
Series 66
Belton, MO
Guardian Life
Jacob Larkey is a financial advisor with Primerica Advisors who holds a Series 66 designation and has one year of industry experience. He previously worked at Park Avenue Securities, Guardian Life Insurance Company, Barby Minnick and Associates, and Selectquote. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a variety of proprietary and third-party investment programs.
Mordechai L
Series 66, Series 63
Melville, NY
Guardian Life
Mordechai Lev is a financial advisor at Guardian Life with nine years of industry experience. He holds Series 66 and Series 63 licenses and has worked with Guardian Life and its affiliates since 2012. Outside of his advisory role, he is involved in insurance activities unrelated to Guardian Life. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and various investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships and utilizes a mix of proprietary and third-party model portfolios.
Michael R
Series 63, Series 65
Garden City, NY
Guardian Life
Michael Reyes is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and four years of industry experience. His background includes roles at National Financial Network and experience outside finance with Sundown Ski and Snowboard as well as teaching positions at Adelphi University and Dominican College. He has also been involved with the Police Activity League. Park Avenue Securities LLC operates as both a broker-dealer and SEC-registered investment adviser, serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, and retirement consulting services.
Charles H
Series 63, Series 65
Louisville, KY
Guardian Life
Charles Howard Jr. is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including significant tenure at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he owns a restaurant, Voodoo Tuna Sushi Bar and Lounge. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting. The firm manages approximately $15 billion in regulatory assets and provides a range of investment options including mutual funds, ETFs, separately managed accounts, and alternative investments.
Ralph S
Series 63
Ridgefield, CT
Guardian Life
Ralph Sessa is a financial advisor with Guardian Life and holds a Series 63 designation. He has 33 years of industry experience, including multiple tenures at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves as a trustee for a family trust. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.
Dustin P
CFP®, Series 63
Minnetonka, MN
Guardian Life
Dustin Peltier is a CFP® with 18 years of industry experience, currently affiliated with Primerica Advisors. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company over the past two decades. Outside of his advisory role, he operates Well-Being Wealth Strategies, LLC, a business he established to provide investment-related services. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing a mix of proprietary and third-party investment strategies across various account types.
James D
Series 63, Series 65
Middleton, MA
Guardian Life
James Desrocher is a financial advisor with Primerica Advisors in Middleton, MA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Guardian Life Insurance Company and Primerica Advisors since 2015. Outside of his advisory role, he engages in public speaking and coaching on marketing and business planning. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with both brokerage and advisory services. The firm offers a range of investment strategies through proprietary and third-party managers, supporting various account types and financial planning needs.
Salvatore P
ChFC®, Series 63, Series 65
Woodcliff Lake, NJ
Guardian Life
Salvatore Petruzzellis is a financial advisor with Primerica Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience and has worked with firms including Park Avenue Securities and Guardian Life Insurance Company. His professional activities also include the sale and service of various insurance products. Primerica Advisors serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, and digital advice platforms, managing approximately $15 billion in regulatory assets under management.
Jalen L
Series 66
San Diego, CA
Guardian Life
Jalen Lee is a financial advisor at Primerica Advisors with a Series 66 designation and experience spanning several firms including Park Avenue Securities, Guardian Life Insurance Company, Marine Street Financial, and REV77. His background also includes teaching roles at Arizona State University, Hamilton High School, and Bogle Junior High School. Park Avenue Securities serves a diverse retail client base through both brokerage and advisory services, offering proprietary and third-party investment programs along with financial planning and consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies and account services.
Daniel P
Series 66
New York, NY
Guardian Life
Daniel Paikin is a financial advisor with Primerica Advisors based in Woodcliff Lake, NJ, holding a Series 66 designation and 16 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2008. Outside of his advisory role, Paikin is involved in marketing activities through Tempus Financial Group, LLC. 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 employs a range of investment strategies through proprietary and third-party portfolios and supports both discretionary and non-discretionary account management.
John G
Series 66
Columbus, OH
Guardian Life
John Gardner is a financial advisor at Guardian Life with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America. Outside of his advisory role, he provides tennis instruction to individuals of all ages and abilities. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.
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