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Joseph B
Series 63
Minnetonka, MN
Guardian Life
Joseph Barwick is a financial advisor with Guardian Life who holds a Series 63 designation and has 21 years of industry experience. He has worked with Guardian Life since 2006 and is currently associated with Park Avenue Securities, a subsidiary of Guardian Life. Outside of his advisory role, he occasionally writes disability insurance policies and operates White Coat Wealth Advisors, a practice focused on serving the medical community. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client services through advisor-led discretionary management and model-based strategies, combining proprietary programs with third-party platforms.
Justin M
Series 66
Paramus, NJ
Guardian Life
Justin Miller is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Prior to his financial career, he served four years with the United States Coast Guard Station Washington. 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 tailored client solutions through advisor-led discretionary management, model-based strategies, and a digital advisory platform, combining proprietary and third-party investment programs.
Joel M
Series 63
Melville, NY
Guardian Life
Joel Moskowitz is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 15 years of industry experience. He has been with Guardian Life since 2012 and with Park Avenue Securities since 2016. Outside of his advisory roles, he holds a minority ownership in RAG RFSNY LLC, a corporation related to disability insurance trail payments. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, institutions, and retirement plan sponsors. The firm blends advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.
Charles B
Series 63
Pittsford, NY
Guardian Life
Charles Bearce is a financial advisor with Guardian Life and holds a Series 63 designation. He has 18 years of industry experience and has worked at firms including Park Avenue Securities, Guardian Life Insurance Company of America, MML Investors Services, and MassMutual. Bearce is also involved in insurance activities outside of Guardian Life. He is part of Park Avenue Securities LLC, a subsidiary of Guardian Life that serves individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and advisory services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment programs.
Joseph G
Series 63, Series 65
Bonita Springs, FL
Guardian Life
Joseph Guyton is a financial advisor at Guardian Life with 39 years of industry experience. He holds Series 63 and Series 65 designations and has been with Guardian Life since 2013. Outside of his advisory role, he is involved with The Guyton Group Charitable Foundation and serves as a corporator for The Provident Bank. Guardian Life, through its subsidiary Park Avenue Wealth Management, 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 insurance products, alternative investments, and various financial planning and consulting solutions.
John M
Series 63, Series 66
Swannanoa, NC
Guardian Life
John Mills is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked at Guardian Life since 2014 and previously at Stifel and Merrill. Outside of his advisory role, he manages a shared farm property in Kansas and serves as successor trustee and executor for a family estate. 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, alongside planning and consulting services tailored to client needs.
Michael R
Series 63, Series 65
Wall, NJ
Guardian Life
Michael Rahbari is a financial advisor at Guardian Life with Series 63 and Series 65 credentials and four years of industry experience. He has worked at Guardian Life since 2023 and previously at Heritage Group of Companies and Prosperity Capital Advisors. Guardian Life, through its subsidiary Park Avenue Securities LLC and the Park Avenue® Wealth Management brand, 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 access to proprietary and third-party platforms.
Mark P
ChFC®, Series 66
Needham, MA
Guardian Life
Mark Poitras is a financial advisor at Guardian Life with 21 years of industry experience. He holds the ChFC® designation and Series 66 license. His work history includes roles at Park Avenue Securities and Guardian Life Insurance Company since 2016. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 a range of financial planning, consulting, and investment management solutions tailored to client needs, combining advisor-led discretionary management with model-based strategies and technology platforms.
Fatima N
Series 66
Austin, TX
Guardian Life
Fatima Naqinia is a financial advisor with Guardian Life, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America and LPL Enterprise. Outside of her advisory work, she is involved in the film and entertainment industry as an executive producer and co-founder of two production companies based in Austin, TX. Guardian Life’s subsidiary Park Avenue Securities 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 a range of financial planning, consulting, and alternative investment solutions.
Chandra R
Series 66
Cedar Falls, IA
Guardian Life
Chandra Ritter is a financial advisor at Guardian Life with a Series 66 designation and three years of industry experience. She previously worked at Edward Jones for eight years before joining Guardian Life and its subsidiary Park Avenue Securities. Ritter is involved with the Cedar Falls Business and Professional Women organization. Park Avenue Securities LLC, a wholly owned 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 provides a range of financial planning, consulting, and model-based investment solutions tailored to client needs.
Barry Z
Series 63, Series 65
Needham, MA
Guardian Life
Barry Zimmerman is a financial advisor at Guardian Life with Series 63 and Series 65 credentials and 32 years of industry experience. He has been associated with Guardian Life and its affiliates since 1995 and has also worked with Park Avenue Securities since 2024. Outside of his advisory role, he manages the resale of season Red Sox tickets. 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 both advisor-led and model-based investment strategies, combining proprietary programs with third-party platforms and a digital advisory solution.
William P
Series 63, Series 65
Rockwall, TX
Guardian Life
William Parker is a financial advisor at Guardian Life with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively between Guardian Life and its subsidiary Park Avenue Securities. Outside of his advisory role, he is associated with Moonfire Drive LLC, an investment-related business. Park Avenue Securities, doing business as Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, integrating proprietary programs and third-party platforms to deliver tailored financial planning and investment advisory services.
Thomas R
ChFC®, Series 63, Series 65
Sanford, NC
Guardian Life
Thomas Rosser Jr. is a ChFC®-designated financial advisor with Guardian Life and Park Avenue Securities, bringing 26 years of industry experience. Based in Sanford, NC, he has been with both firms since 2000. He serves on the finance committee of Broadway Baptist Church. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs and third-party solutions.
Jarod V
CFP®, Series 66
Madison, WI
Guardian Life
Jarod Von Behren is a CFP® and holds a Series 66 designation with nine years of industry experience. He has been with Guardian Life since 2017, following four years at the University of Wisconsin-Madison. Outside of his advisory role, he coaches high school football and participates in the NARI of Madison. Guardian Life operates through its subsidiary Park Avenue® Wealth Management, providing brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers personalized financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and a range of proprietary and third-party platforms.
Sherif M
Series 63, Series 65
New York, NY
Guardian Life
Sherif Mesiha is a financial advisor with Guardian Life in New York, NY, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has worked with Guardian Life and its related entities since 2007 and has been affiliated with Park Avenue Securities since 2019. Outside of his advisory role, he is involved in managing an insurance business offering homeowner and umbrella policies. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and investment solutions, combining advisor-led discretionary management with model-based strategies and access to insurance and alternative investment products.
John H
Series 63, Series 65
Tulsa, OK
Guardian Life
John Hughes is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His career includes roles at MML Investor Services Inc and MassMutual from 2004 to 2021. He is also the owner of Strategic Legacy Wealth Management, LLC, an investment-related business. Park Avenue Securities LLC, 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 combination of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms, integrating access to insurance products and alternative investments.
Steven H
Series 66
Boca Raton, FL
Guardian Life
Steven Hart is a financial advisor with Guardian Life and holds a Series 66 designation. He has 15 years of industry experience and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, he is involved in photography through Brett Hart Photography and participates in charitable wine and food events, including serving as a Wine Ambassador for the American Fine Wine Competition. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 personalized financial planning and advisory services through a combination of advisor-led management and model-based strategies, with access to proprietary programs and third-party solutions.
Clantz L
Series 63
Sherrodsville, OH
Guardian Life
Clantz Liggett is a financial advisor with Guardian Life and holds a Series 63 designation. He has 13 years of industry experience, including prior roles at Northwestern Mutual Wealth Management and Northwestern Mutual Investment Management. Outside of his advisory work, he is involved in managing multiple business entities related to agriculture and land holdings. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves a wide range of clients including individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers both brokerage and advisory services, combining advisor-led discretionary management with model-based strategies and providing access to insurance products, alternative investments, and a variety of integrated lending options.
Erin H
Series 66
Paramus, NJ
Guardian Life
Erin Hoffman is a financial advisor at Guardian Life with a Series 66 designation and five years of industry experience. She has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2017. Outside of financial advising, she serves as Vice Chair and Board Member of the New Jersey National Women in Roofing Council and holds board positions with Eminae Network and Spry Forward. She also operates Erin Hoffman Consulting LLC, providing guidance on networking and personal brand development. Park Avenue Securities LLC, a subsidiary of Guardian Life, 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 a range of financial planning and consulting solutions tailored to client needs.
Jennie S
Series 63, Series 65
Shrewsbury, NJ
Guardian Life
Jennie Sherman is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. She previously worked at Smallwood Wealth Management for seven years. Sherman serves on the Board of Directors for the Woman's Club of Red Bank and acts as a Director Consultant for Business Networking International. Park Avenue Securities, a 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 and consulting services through both advisor-led discretionary management and model-based strategies, combining proprietary programs with third-party platforms.
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