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Anthony C
Series 63, Series 65
Shrewsbury, NJ
Guardian Life
Anthony Campanile is a financial advisor with Guardian Life in Shrewsbury, NJ, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has been with Guardian Life since 2010. Campanile serves as a board member for the Deal Golf and Country Club and the nonprofit organization All In. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, tailored financial planning, and access to insurance and alternative investment products.
Richard L
Series 66
Middleton, MA
Guardian Life
Richard Lunetta II is a financial advisor at Guardian Life with six years of industry experience. He holds the Series 66 designation and has worked at Park Avenue Securities since 2020, concurrently 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 LLC, a subsidiary of 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 provides tailored client solutions through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory platforms.
Boris L
ChFC®, Series 63
Needham, MA
Guardian Life
Boris Lokshin is a financial advisor with Guardian Life and holds the ChFC® and Series 63 designations. He has 31 years of industry experience, with a career including roles at Berkshire Equity Sales, Inc. and Berkshire Life Insurance Company since 1995, as well as positions at Guardian Life and Park Avenue Securities. Park Avenue® Wealth Management, 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 employs a combination of advisor-led discretionary management and model-based strategies, offering tailored client solutions through proprietary programs and third-party platforms.
William H
Series 66
Concord, NC
Guardian Life
William Harris is a financial advisor with Guardian Life and holds a Series 66 designation. He has 21 years of industry experience, including roles at Park Avenue Securities and Guardian Life since 2004. Harris also operates Consolidated Planning Inc., through which he sells life and long-term care insurance products from companies other than Guardian. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management and model-based strategies, combining proprietary and third-party platforms to tailor client relationships across a range of financial planning and consulting services.
Michael T
Series 63, Series 65
Charlotte, NC
Guardian Life
Michael Thompson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He has worked at Park Avenue Securities since 2012 and with Guardian Life Insurance Company since 2001. Outside of his advisory roles, he operates Thompson Planning Group Insurance, focusing on the sale of traditional insurance products. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate clients, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, providing clients access to proprietary programs, third-party advisory solutions, and integrated financial services including insurance and alternative investments.
Stephen C
Series 63, Series 65
Pittsburgh, PA
Guardian Life
Stephen Creps is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Citizens Securities, Inc. and Citizens Bank. Creps volunteers as a Creative Gifts Coordinator and Equip Class Facilitator in Monroeville, PA. 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 combines advisor-led discretionary management with model-based strategies and offers financial planning, consulting, and access to proprietary and third-party advisory solutions.
Amber A
Series 63, Series 65
Cicero, NY
Guardian Life
Amber Amidon is a financial advisor at Guardian Life with 14 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Park Avenue Securities, Principal Financial Services, and Cadaret, Grant & Co., Inc. Outside of her advisory role, she acts as power of attorney for a family member. 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 provides access to proprietary and third-party advisory solutions.
Onofrio C
Series 63, Series 65
Somerville, NJ
Guardian Life
Onofrio Cirianni is a financial advisor at Guardian Life with 35 years of industry experience and holds Series 63 and Series 65 credentials. He previously worked with International Planning Alliance, LLC, and has been with Guardian Life since 2013. Outside of his advisory role, he serves on The College of NJ Men's Soccer Alumni Advisory Board. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client services combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment solutions.
Chris W
ChFC®, Series 66
Brentwood, TN
Guardian Life
Chris Whitman is a financial advisor with Guardian Life in Brentwood, TN, holding the ChFC® and Series 66 designations and having 21 years of industry experience. He has been with Guardian Life since 2012 and previously worked at Ameriprise for one year. Outside his advisory role, Whitman serves on the board of Gifts of Grace Inc. and provides business consulting focused on leadership coaching, marketing, and operational development. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals—including high-net-worth clients—corporate and retirement plan sponsors, charitable organizations, and businesses. The firm utilizes both discretionary advisor-led management and model-based strategies, with access to proprietary programs, third-party advisory solutions, and integrated lending and alternative investment options.
Mark S
Series 63, Series 65
San Diego, CA
Guardian Life
Mark San Giacomo is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with Guardian Life and Park Avenue Securities in various capacities since 2010. Outside of his advisory role, he owns a single-family rental property. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers tailored financial planning and portfolio management through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary and third-party platforms.
Michael H
Series 63, Series 65
West Des Moines, IA
Guardian Life
Michael Hartwig is a financial advisor at Guardian Life with 12 years of industry experience. He holds Series 63 and Series 65 designations and has worked with Guardian Life and Park Avenue Securities since 2014. Outside of his advisory role, he teaches business management software including QuickBooks and Microsoft Office Suite and serves as a condo association board member. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm provides a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, alongside a digital advisory solution and integrated lending options.
Melvin H
Series 63, Series 65
Bolingbrook, IL
Guardian Life
Melvin Hobson is a financial advisor with Guardian Life, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His career includes roles at Transamerica Financial Advisor, World Financial Group, and Midwest Insurance Broker Service. He has also been involved with 1015 Towner, LLC, an outside business activity. Guardian Life’s Park Avenue Securities LLC provides brokerage and investment advisory services to individuals, businesses, and organizations, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms. The firm serves a diverse client base, including high-net-worth individuals and retirement plan sponsors, and offers a range of financial planning and consulting services.
Robert L
ChFC®, Series 66
Ridgewood, NJ
Guardian Life
Robert Loscalzo is a financial advisor at Guardian Life with 18 years of industry experience. He holds the ChFC® and Series 66 designations and has worked with both Guardian Life and Park Avenue Securities throughout his career. He is a member of the Greater NJ Estate Planning Council. Park Avenue Securities, 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 through proprietary programs and third-party platforms, with a range of financial planning and consulting services tailored to client needs.
Josephine T
Series 63, Series 66
Houston, TX
Guardian Life
Josephine Tran is a financial advisor at Guardian Life in Houston, TX, holding Series 63 and Series 66 designations with two years of industry experience. Her prior work includes roles at Wealth Design Group and NextSeed Management LLC. Guardian Life’s Park Avenue® Wealth Management offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning, discretionary and non-discretionary management, and access to proprietary and third-party investment solutions.
Nicholas L
Series 66
Roslyn, NY
Guardian Life
Nicholas Limongelli is a financial advisor at Guardian Life with eight years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities, LLC since 2017, alongside his association with Guardian Life Insurance Co of America since 2012. He serves on the board of the National Association of Insurance and Financial Advisors (NAIFA) New York Young Advisors Team. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management and 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 advisor-led discretionary management combined with model-based strategies, access to proprietary wrap programs, and a digital advisory solution, tailoring client relationships through both discretionary and non-discretionary mandates.
Duangdao P
Series 63, Series 65
Campbell, CA
Guardian Life
Duangdao Piyanontalee is a financial advisor at Guardian Life with Series 63 and Series 65 credentials and three years of industry experience. She has worked at firms including Park Avenue Securities and Transamerica Financial Advisors. Outside of her advisory role, she is engaged in outside insurance sales. Park Avenue Securities LLC, 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 personalized financial planning and employs a combination of advisor-led discretionary management and model-based strategies using proprietary and third-party platforms.
Robert M
Series 63
New York, NY
Guardian Life
Robert Mcloughlin is a financial advisor with Guardian Life and holds a Series 63 designation. He has 15 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2009. Outside of his advisory work, he serves as a trustee and executor for his mother's estate. Park Avenue Securities, 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 uses a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms, to deliver tailored financial planning and consulting services.
Charles G
CFP®, ChFC®, Series 63, Series 65
Ledgewood, NJ
Guardian Life
Charles Grotyohann IV is a CFP® and ChFC® with 38 years of industry experience, currently affiliated with Guardian Life and its subsidiary, Park Avenue Securities. He has worked at both firms since 2016, with a prior tenure at Park Avenue Securities from 2019 to 2021. Outside of his advisory work, he participates in a local Rotary Club for networking. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and part 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 services including financial planning, discretionary management, model-based strategies, and access to proprietary programs and third-party advisory solutions.
Camryn C
Series 66
Cincinnati, OH
Guardian Life
Camryn Chapman is a financial advisor with Guardian Life and holds a Series 66 designation. She has two years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Guardian Life’s subsidiary, Park Avenue Wealth Management, offers brokerage and advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm uses a combination of advisor-led management and model-based strategies, providing tailored client solutions through proprietary and third-party platforms.
Nicholas A
CFP®, Series 66
Melville, NY
Guardian Life
Nicholas Alfino is a CFP® and holds a Series 66 license, with 12 years of experience in financial services. He has been affiliated with Guardian Life and its subsidiary Park Avenue Securities for the past 10 years. Outside of his advisory role, he serves as president of the GAIN IBO Networking Group, focusing on maintaining and growing the organization. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a mix of advisor-led discretionary management and model-based investment strategies, alongside access to proprietary programs, third-party solutions, and integrated financial planning services.
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