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Anthony C

Series 63, Series 65

Shrewsbury, NJ

Guardian Life

Anthony Campanile is a financial advisor with Primerica Advisors in Shrewsbury, NJ, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2010. Campanile serves as a board member of the Deal Golf and Country Club and is also involved with the nonprofit All In as a board member. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers various investment programs and financial planning solutions, employing proprietary and third-party strategies to meet diverse client needs.

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

Series 66

Middleton, MA

Guardian Life

Richard Lunetta II is a financial advisor with Primerica Advisors, holding a Series 66 designation and five years of industry experience. He has worked at Park Avenue Securities since 2020 and has been affiliated with Guardian Life Insurance Company since 2015. Outside of his advisory role, he serves as an Education Coordinator for Business Network International. 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 brokerage and advisory services, employing a variety of proprietary and third-party investment strategies and providing financial planning, retirement-plan consulting, and business consulting.

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

ChFC®, Series 63

Needham, MA

Guardian Life

Boris Lokshin is a ChFC® credentialed financial advisor with 30 years of industry experience. He is currently with Primerica Advisors and Park Avenue Securities, and has previously worked with Guardian Life Insurance Company, Berkshire Equity Sales, Inc., and Berkshire Life Insurance Company. Park Avenue Securities serves a wide range of clients including individuals, high-net-worth investors, charitable organizations, and corporations, offering both brokerage and advisory services alongside financial planning and business consulting. The firm utilizes a combination of proprietary and third-party investment strategies 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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William H

Series 66

Concord, NC

Guardian Life

William Harris is a financial advisor with Primerica Advisors, holding a Series 66 designation and over 21 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance, and he also operates Consolidated Planning Inc., where he sells life and long-term care insurance products. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering a range of brokerage and advisory services supported by proprietary and third-party investment platforms.

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

Series 63, Series 65

Charlotte, NC

Guardian Life

Michael Thompson is a financial advisor with Primerica Advisors based in Charlotte, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Park Avenue Securities since 2012 and has been affiliated with Guardian Life Insurance Co. since 2001. Outside of his work with Guardian, he operates Thompson Planning Group Insurance, focusing on the sale of traditional insurance products. Park Avenue Securities serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of proprietary and third-party investment strategies and supporting 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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Stephen C

Series 63, Series 65

Pittsburgh, PA

Guardian Life

Stephen Creps is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Citizens Securities, Inc., and Citizens Bank. He volunteers as a Creative Gifts Coordinator and serves as an Equip Class Facilitator. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and retirement planning. The firm uses a range of proprietary and third-party investment strategies and provides 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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Amber A

Series 63, Series 65

Cicero, NY

Guardian Life

Amber Amidon is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. She has 14 years of industry experience, including positions at Park Avenue Securities, Principal Financial Services, and Cadaret, Grant & Co., Inc. Outside of her advisory role, she serves as a power of attorney for a family member. Amber works with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs, including discretionary and non-discretionary models, and integrates proprietary and third-party investment strategies.

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

Series 63, Series 65

Somerville, NJ

Guardian Life

Onofrio Cirianni is a financial advisor with Primerica Advisors in Somerville, NJ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His career includes long-term roles at Primerica Advisors and The Guardian Life Insurance Company, as well as involvement with International Planning Alliance, LLC and Wood & Anthony, LLC. Outside of advisory work, he is active in consulting through entities such as Planning Alliance Consulting, LLC and The Prosperity Consulting Group, LLC, and serves on The College of NJ Men's Soccer Alumni Advisory Board. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a wide range of retail clients with brokerage and advisory services. The firm offers various proprietary and third-party investment programs, providing both discretionary and non-discretionary account management options.

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

ChFC®, Series 66

Brentwood, TN

Guardian Life

Chris Whitman is a ChFC® and Series 66 registered advisor with Primerica Advisors, based in Brentwood, TN, and has 21 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2012. Outside of his advisory work, he serves on the board of Gifts of Grace Inc. and provides business consulting services focused on leadership coaching, marketing and advertising plan design, and operational team development. Primerica Advisors operates within Park Avenue Securities LLC, serving a diverse retail client base through both brokerage and advisory services. The firm offers a range of investment programs and financial planning solutions, utilizing proprietary and third-party strategies across various asset types and account structures.

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

Series 63, Series 65

San Diego, CA

Guardian Life

Mark San Giacomo is a financial advisor with Primerica Advisors in San Diego, CA, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior experience includes roles at Guardian Life Insurance Company, Crump Life Insurance Services, and Park Avenue Securities. Primerica Advisors serves a broad retail client base, offering brokerage and advisory relationships along with financial planning and consulting services. The firm utilizes a range of investment strategies through proprietary and third-party programs, supporting various account types and lending solutions.

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

Series 63, Series 65

West Des Moines, IA

Guardian Life

Michael Hartwig is a financial advisor with Guardian Life and its subsidiary Park Avenue Securities, holding Series 63 and 65 licenses with 12 years of industry experience. He has worked at Guardian Life since 2014 and has operated a business teaching QuickBooks, Microsoft Office Suite, and business management since 2011. Hartwig also serves as a condo association board member. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser wholly owned by The Guardian Life Insurance Company of America. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement consulting, and a range of investment advisory programs.

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

ChFC®, Series 66

Ridgewood, NJ

Guardian Life

Robert Loscalzo is a financial advisor at Primerica Advisors with 17 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance Company. He is a member of the Greater NJ Estate Planning Council. 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, employing a mix of proprietary and third-party investment strategies.

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

Series 66, Series 63

Houston, TX

Guardian Life

Josephine Tran is a financial advisor with Guardian Life based in Houston, TX. She holds Series 66 and Series 63 licenses and has one year of industry experience. Her prior work includes roles at Wealth Design Group and NextSeed Management LLC. Guardian Life’s subsidiary, Park Avenue Securities LLC, operates as a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with financial planning, retirement consulting, and a variety of investment advisory programs.

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

Series 66

Roslyn, NY

Guardian Life

Nicholas Limongelli is a financial advisor with Primerica Advisors based in Roslyn, NY, holding a Series 66 designation and seven years of industry experience. He has worked at Park Avenue Securities, LLC since 2017 and with Guardian Life Insurance Co of America since 2012. Limongelli serves on the board of the National Association of Insurance and Financial Advisors (NAIFA) New York Young Advisors Team. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial planning, retirement-plan consulting, and business consulting. The firm employs a mix of proprietary and third-party investment strategies across various account types, supporting discretionary and non-discretionary management with additional services such as securities-based lending and donor-advised fund options.

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

Series 63, Series 65

Campbell, CA

Guardian Life

Duangdao Piyanontalee is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and two years of industry experience. Their work history includes roles at Park Avenue Securities, Guardian Life Insurance, and Transamerica Financial Advisors. Outside of advisory work, Duangdao is involved in outside insurance sales. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial planning and retirement consulting. The firm utilizes a combination of proprietary model portfolios, third-party managers, and digital advice solutions to implement investment strategies.

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

Series 63

New York, NY

Guardian Life

Robert Mcloughlin is a financial advisor with Primerica Advisors, holding a Series 63 designation and 14 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2009. Outside of his advisory role, he serves as a trustee and executor for his mother’s estate. 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 and platforms.

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

CFP®, ChFC®, Series 63, Series 65

Ledgewood, NJ

Guardian Life

Charles Grotyohann IV is a financial advisor with Guardian Life and Park Avenue Securities, holding the CFP® and ChFC® designations and over 38 years of industry experience. His work history includes a long tenure at Park Avenue Securities since 2016. Outside of his advisory role, he participates in a local Rotary Club for networking. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs, including hybrid digital solutions and model portfolio management.

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

Series 66

Cincinnati, OH

Guardian Life

Camryn Chapman is a financial advisor with Primerica Advisors in Cincinnati, OH, holding a Series 66 designation and one year of industry experience. Prior to her current role, she has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, her background includes roles in education and community organizations such as Northern Kentucky University and the R.C. Durr YMCA. Primerica Advisors serves a broad retail client base including individual and high-net-worth investors, offering brokerage and advisory services along with financial planning and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services.

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

CFP®, Series 66

Melville, NY

Guardian Life

Nicholas Alfino is a CFP®-certified financial advisor with 12 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. He has worked at Park Avenue Securities and Guardian Life Insurance Co of America since 2016. Outside of his advisory work, he serves as president of the GAIN IBO Networking Group, overseeing its integrity and growth. 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, utilizing proprietary and third-party investment strategies, and supports various account-level solutions such as 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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Joseph B

Series 63

Minnetonka, MN

Guardian Life

Joseph Barwick is a financial advisor at Guardian Life with 21 years of industry experience. He holds the Series 63 designation and has worked with Guardian Life and its affiliates since 2006. Barwick operates a practice called White Coat Wealth Advisors, which focuses on serving the medical community, and he also writes disability insurance policies through several major providers. Barwick is affiliated with Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life. The firm serves individual, corporate, and nonprofit clients with a range of brokerage, financial planning, and investment advisory services, offering both discretionary and non-discretionary management through in-house and third-party strategies.

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