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Christopher L
Series 63, Series 65
Elk Grove, CA
Guardian Life
Christopher Lema is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2017, and previously spent eight years with Primerica Advisors and Guardian Life Insurance Co of America. Outside of his advisory work, he owns a Martinizing Dry Cleaning franchise and serves as treasurer of the California Cleaners Association. 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, financial planning, retirement-plan consulting, and business consulting, utilizing a mix of proprietary and third-party investment strategies across various account types.
Jay B
Series 63, Series 65
Lancaster, PA
Guardian Life
Jay Bauer is a financial advisor with Primerica Advisors based in Lancaster, PA, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. He has been affiliated with Park Avenue Securities, Guardian Life Insurance Company, and First Financial Group since 2001. Outside of his advisory role, he is involved with a deck-building business, K & B Deck Building, Inc. Park Avenue Securities serves a diverse retail client base including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios, supporting discretionary and non-discretionary account management.
Ariel L
Series 66
Greenville, SC
Guardian Life
Ariel Lee is a financial advisor at Guardian Life with six years of industry experience and holds the Series 66 designation. Prior to joining Guardian Life and its affiliate Park Avenue Securities, Lee worked at Edward Jones for four years and has experience in the automotive industry. Outside of financial advising, Lee is involved in community and nonprofit activities, serving on boards such as The Shepherd's Center of Spartanburg and the Alzheimer's Association of South Carolina, and participates in advisory roles including with Focal AI. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser fully owned by Guardian Life. The firm serves individual, pension, charitable, and corporate clients with a range of brokerage and advisory services, utilizing both proprietary and third-party investment models and offering hybrid digital advisory solutions.
George L
Series 66
Columbus, OH
Guardian Life
George Lehmann IV is a Series 66-credentialed advisor with 17 years of industry experience, currently affiliated with Primerica Advisors in Columbus, OH. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2012. Lehmann also engages in selling outside insurance products as a secondary business activity. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party managers and supports multiple account features including discretionary management, alternative investments, and securities-based lending.
Bryce S
Series 66
Needham, MA
Guardian Life
Bryce Shaw is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. His prior roles include positions at Forge Financial, The Bulfinch Group, and Park Avenue Securities. Before entering the financial industry, he served in the U.S. Navy and worked in construction for several years. Park Avenue® Wealth Management, a subsidiary of Guardian Life, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and investment advisory programs that include discretionary and non-discretionary strategies, incorporating both proprietary and third-party models.
Richard M
CFP®, ChFC®, Series 63, Series 66
Milton, FL
Guardian Life
Richard Mccool is a CFP® and ChFC® with 23 years of experience in the financial services industry. He is currently affiliated with Park Avenue Securities and Guardian Life Insurance Company, where he has worked since 2002. Outside of his advisory role, he serves as a director for Locklin Lake and is a member of the Historic Preservation Board in Milton, Florida. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.
Zachary N
Series 66
Murray, UT
Guardian Life
Zachary Nielson is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Park Avenue Securities since 2018, Guardian Life Insurance Company since 2017, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Co. He is involved in managing the ZB Family Trust for his wife. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and investment advisory programs.
Paul R
Series 63, Series 65
Woodcliff Lake, NJ
Guardian Life
Paul Russotto is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company in various roles since 2013. Outside of his advisory work, he serves as President of Matawan LeTip, a networking organization. Paul is affiliated with Park Avenue Securities LLC, which 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 a mix of proprietary and third-party investment strategies and platforms.
Shane R
Series 63, Series 66
Little Silver, NJ
Guardian Life
Shane Rogers is a financial advisor at Guardian Life with 29 years of industry experience. He has held roles at both Guardian Life and its subsidiary Park Avenue Securities since 2011. Outside of his advisory work, he serves as a trustee for a family trust. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm provides financial planning, brokerage services, and investment advisory programs to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients.
James A
Series 63, Series 65
Roslyn, NY
Guardian Life
James Amodeo is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. He has seven years of industry experience, including eight years at Oppenheimer & Co. Inc. prior to his current role. He is associated with Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, which offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm integrates proprietary and third-party model portfolios and provides both discretionary and non-discretionary advisory services.
George K
Series 63, Series 66
Cincinnati, OH
Guardian Life
George Kavalauskas is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He has been associated with Park Avenue Securities and Guardian Life Insurance Company of America since 2001. Outside of his primary roles, he is involved with The Rebecca Group, where he engages in insurance sales. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports a range of account types with discretionary and non-discretionary management options.
Warren H
ChFC®, Series 66
Rio Rancho, NM
Guardian Life
Warren Hoppe is a ChFC® and holds a Series 66 license, with 48 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has extensive prior experience at Park Avenue Securities and Guardian Life Insurance, where he worked for over two decades. In addition to his advisory work, he is involved in life, health, disability income, and long-term care insurance sales. Primerica Advisors 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, financial planning, and retirement and business consulting, utilizing a mix of proprietary and third-party investment strategies.
Genie T
ChFC®, Series 63, Series 65
Charlotte, NC
Guardian Life
Genie Theimer is a financial advisor with Primerica Advisors based in Charlotte, NC. She holds the ChFC® designation along with Series 63 and Series 65 licenses and has 43 years of industry experience. Her career includes over two decades at Park Avenue Securities and Guardian Life Insurance Company since 2005. 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 range of investment strategies through proprietary models, third-party managers, and digital advice platforms, managing approximately $15 billion in regulatory assets with a network of nearly 1,900 investment adviser representatives.
Melanie W
Series 66
Woodcliff Lake, NJ
Guardian Life
Melanie Werling is a Series 66-licensed financial advisor with 16 years of industry experience. She is currently with Primerica Advisors and Park Avenue Securities, having held positions at Guardian Life Insurance Company as well. Outside of her advisory work, she serves as a Notary Public. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary accounts.
Logan F
Series 66
Silver Bay, MN
Guardian Life
Logan Fischer is a Series 66 registered advisor at Guardian Life with three years of industry experience. He has worked at Guardian Life and Park Avenue Securities since 2023 and previously held roles at Foster Klima & Company, Minnesota Power, and Superior Water Light & Power. Outside of his advisory work, he is co-owner of a bowling alley and a fitness business in Silver Bay, MN, and serves as a board member for a regional nonprofit organization. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with Guardian Life. The firm provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, including high-net-worth clients, as well as pension, charitable, and corporate clients.
Travis W
Series 65, Series 63
Appleton, WI
Guardian Life
Travis Winder is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 63 registrations and bringing 16 years of industry experience. He has been with Guardian Life and its affiliated entities since 2013. Outside of his advisory work, he serves on the stewardship board at Riverview Lutheran Church and School in Appleton, WI. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.
George M
ChFC®, Series 63, Series 65
Memphis, TN
Guardian Life
George Moore Jr. is a ChFC® credentialed financial advisor with 34 years of industry experience, currently affiliated with Primerica Advisors. He has worked at Park Avenue Securities since 2000 and with Guardian Life Insurance Company since 1999. Moore also operates Ashford Advisors Mid South, a Guardian general agency based in Memphis, Tennessee. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports both discretionary and non-discretionary account management.
Jason W
CFP®, Series 63, Series 66
Madison, WI
Guardian Life
Jason Waugh is a CFP® professional with 18 years of experience, currently affiliated with Primerica Advisors in Madison, WI. His background includes roles at Park Avenue Securities, Guardian Life Insurance Co of America, Mass Mutual Investors Services, and MetLife Securities Inc. He occasionally sells non-Guardian insurance-related products outside of his primary advisory duties. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and fee-based advisory services along with financial and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports discretionary and non-discretionary account management.
Michael H
Series 66
Bozeman, MT
Guardian Life
Michael Hixson is a financial advisor with Park Avenue Securities and Guardian Life, holding a Series 66 license and three years of industry experience. He has been with Guardian Life since 2008 and has worked at Park Avenue Securities since 2023. Outside of his advisory role, he is involved in insurance sales. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of advisory solutions including discretionary and non-discretionary management and a hybrid digital advisory platform.
Ambrose C
Series 63, Series 65
Wilmington, DE
Guardian Life
Ambrose Carr III is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance since 2019 and previously with Primerica Advisors and Guardian Life Insurance Co of America from 2013 to 2019. Carr serves on the board of Upland Country Day School, providing oversight of the school's management. Park Avenue Securities LLC serves individual, corporate, and retirement plan clients through brokerage and advisory channels, offering proprietary and third-party investment programs, financial planning, and lending solutions. The firm operates as both a broker-dealer and SEC-registered investment adviser.
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