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Justin M

Series 66

Paramus, NJ

Guardian Life

Justin Miller is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has one year of industry experience and previously worked at Park Avenue Securities and Guardian Life Insurance Company. His background also includes service in the United States Coast Guard. Park Avenue Securities serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios and supports various account-level services, including securities-based 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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Joel M

Series 63

Melville, NY

Guardian Life

Joel Moskowitz is a financial advisor with Primerica Advisors, holding a Series 63 designation and 14 years of industry experience. He has worked at Guardian Life Insurance and Park Avenue Securities since 2012 in various roles. Outside of his advisory work, he is a 5% owner of RAG RFSNY LLC, a corporation involved in paying trails on disability insurance. 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 diverse range of investment strategies through proprietary and third-party model portfolios.

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

Series 63

Pittsford, NY

Guardian Life

Charles Bearce is a financial advisor with Primerica Advisors in Pittsford, NY, holding a Series 63 designation and 18 years of industry experience. His prior roles include positions at Guardian Life Insurance, Park Avenue Securities, MML Investors Services, and MassMutual. In addition to his advisory work, he is involved in insurance activities outside of Guardian. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm utilizes a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including securities-based 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 G

Series 63, Series 65

Bonita Springs, FL

Guardian Life

Joseph Guyton is a financial advisor with Primerica Advisors in Bonita Springs, FL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with Primerica Advisors and Guardian Life Insurance Co of America since 2013. He is involved in charitable activities through The Guyton Group Charitable Foundation and serves as a corporator for The Provident Bank. Primerica Advisors operates as part of a large enterprise serving a diverse retail client base with brokerage and advisory services, financial planning, and retirement consulting. The firm employs a range of investment strategies including proprietary models, third-party managers, and a digital advice platform, managing approximately $15 billion in regulatory assets under management.

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

Series 63, Series 66

Swannanoa, NC

Guardian Life

John Mills is a financial advisor with Primerica Advisors in Swannanoa, NC, holding Series 63 and Series 66 licenses and 18 years of industry experience. He has worked with Primerica Advisors and Guardian Life Insurance Company since 2014 and more recently with Park Avenue Securities beginning in 2025. Outside of his advisory work, Mills manages a shared farm property in Kansas and serves as a successor trustee and executor for a family estate. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage, advisory, financial planning, and consulting services. The firm employs a variety of proprietary and third-party investment strategies across multiple account types, managing roughly $15 billion in regulatory assets under management through an integrated operating model.

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

Series 65, Series 63

Wall, NJ

Guardian Life

Michael Rahbari is a financial advisor with Guardian Life, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Heritage Group of Companies and Prosperity Capital Advisors. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers a range of brokerage and advisory services to individuals, retirement plans, charitable organizations, and corporate clients, combining proprietary and third-party investment strategies with digital advisory solutions.

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

ChFC®, Series 66

Needham, MA

Guardian Life

Mark Poitras is a financial advisor at Primerica Advisors with 20 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and business consulting. The firm utilizes a range of proprietary and third-party investment strategies and supports various account-level services including 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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Fatima N

Series 66

Austin, TX

Guardian Life

Fatima Naqinia is a financial advisor at Guardian Life with five years of industry experience. She holds a Series 66 designation and has worked with firms including The Prudential Insurance Company of America and LPL Enterprise. Outside of financial advising, she is involved in film production as an executive producer and managing director at two Austin-based production companies. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of Guardian Life, serves individual, institutional, and charitable clients with brokerage services, financial planning, and investment advisory programs that include both proprietary and third-party models.

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

Series 66

Cedar Falls, IA

Guardian Life

Chandra Ritter is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has three years of industry experience, including roles at Edward Jones from 2014 to 2025 and currently at Park Avenue Securities and Guardian Life Insurance Company since 2025. Ritter is also involved with the Cedar Falls Business and Professional Women organization. Park Avenue Securities serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes 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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Barry Z

Series 63, Series 65

Needham, MA

Guardian Life

Barry Zimmerman is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has been with Guardian Life since 1995 and with Park Avenue Securities since 2022. Outside of advisory work, he is involved in reselling partial season tickets for the Boston Red Sox. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement consulting, and investment advisory programs, including discretionary and non-discretionary portfolios and a hybrid digital advisory solution.

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

Series 63, Series 65

Rockwall, TX

Guardian Life

William Parker is a financial advisor with Guardian Life who holds Series 63 and Series 65 licenses and has eight years of industry experience. He has worked primarily with Park Avenue Securities and Guardian Life Insurance. Outside of his advisory role, he is involved with Moonfire Drive LLC, a business established for tax purposes. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of investment advisory programs, including both discretionary and non-discretionary options.

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

ChFC®, Series 63, Series 65

Sanford, NC

Guardian Life

Thomas Rosser Jr. is a financial advisor with Primerica Advisors based in Sanford, NC, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company since 2000. Outside of his advisory work, he serves on the finance committee of Broadway Baptist Church. Primerica Advisors operates as part of Park Avenue Securities LLC, which serves a diverse retail client base through both brokerage and advisory services. The firm employs a range of proprietary and third-party investment strategies and supports various account-level features, managing approximately $15 billion in regulatory assets under management.

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

CFP®, Series 66

Madison, WI

Guardian Life

Jarod Von Behren is a CFP®-designated financial advisor with Guardian Life in Madison, WI, where he has worked since 2017. He has eight years of industry experience and previously worked at the University of Wisconsin-Madison. Outside of his advisory work, he serves as a high school football coach and is involved with the NARI of Madison. Guardian Life’s affiliated firm, Park Avenue® Wealth Management, provides a range of financial services including brokerage, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory services using in-house, Envestnet, and third-party model portfolios.

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

Series 63, Series 65

New York, NY

Guardian Life

Sherif Mesiha is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 21 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2019, and was with Primerica Advisors and Guardian Life Insurance Co of America from 2007 to 2019. Outside of his advisory role, he is involved in property and casualty insurance services through SGM Insurance Services. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies using proprietary and third-party portfolios 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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John H

Series 63, Series 65

Tulsa, OK

Guardian Life

John Hughes is a financial advisor at Guardian Life with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at MML Investor Services Inc. and MassMutual. He is also the owner of Strategic Legacy Wealth Management, LLC. 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, and investment advisory programs that include proprietary and third-party models.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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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 his financial services career, he has been involved in photography and art services through Brett Hart Photography for over two decades. Hart also participates in wine and food charity events and serves as a Wine Ambassador for the American Fine Wine Competition. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients with financial planning, retirement consulting, and investment advisory programs.

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

Series 63

Sherrodsville, OH

Guardian Life

Clantz Liggett is a financial advisor with Primerica Advisors, holding a Series 63 designation and 12 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2020 and previously at Northwestern Mutual in various capacities from 2012 to 2020. Outside of his advisory role, Liggett has interests in agriculture and business management, including part ownership in Liggett Farms LLC and ownership of Liggett Business Management, Inc. 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 with multiple proprietary and third-party investment programs, combining discretionary and non-discretionary management across various asset 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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Erin H

Series 66

Paramus, NJ

Guardian Life

Erin Hoffman is a Series 66-licensed financial advisor with four years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. She has held concurrent roles at Guardian Life Insurance Company since 2017 and Park Avenue Securities since 2020. Outside of her advisory work, she serves as vice chair and board member of the New Jersey National Women in Roofing Council and is involved with nonprofit boards including Eminae Network and Spry Forward, as well as running a consulting business focused on networking and personal brand development. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary models and third-party managers, supporting both discretionary and non-discretionary accounts across various asset types.

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

Series 63, Series 65

Shrewsbury, NJ

Guardian Life

Jennie Sherman is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company, as well as Smallwood Wealth Management. Sherman serves on the Board of Directors for the Woman's Club of Red Bank and is a Director Consultant for Business Networking International. 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 both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies and programs.

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

Series 63, Series 65

San Diego, CA

Guardian Life

Michael Vonebers is a financial advisor with Guardian Life who holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has worked at Guardian Life and its affiliate Park Avenue Securities since 2016. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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.

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