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Steven B

Series 63, Series 65

Holmdel, NJ

Guardian Life

Steven Barbesh is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 20 years of industry experience and has worked at firms including Guardian Life Insurance Company, Park Avenue Securities, Manning & Napier, and Oppenheimer Funds. Outside of his advisory role, he has worked as a tax preparer with Jackson Hewitt and has experience driving for ride-share services. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement-plan consulting. The firm uses a range of investment strategies through proprietary and third-party managers and supports various account features including discretionary management, alternative investments, and securities-based lending.

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

Series 66

Addison, TX

Guardian Life

Paul Rennie is a financial advisor with Primerica Advisors and Park Avenue Securities, holding a Series 66 credential and 11 years of industry experience. He has worked at Primerica Advisors and Guardian Life Insurance Company since 2014 and joined Park Avenue Securities in 2024. Outside of his advisory role, Rennie serves as the executor for an estate. 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 through proprietary and third-party managers, supporting discretionary and non-discretionary accounts with various investment vehicles and lending solutions.

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

Series 65, Series 63

Hunt Valley, MD

Guardian Life

Adam Wlodarczyk is a financial advisor with Guardian Life and holds Series 65 and Series 63 licenses. He has three years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. His prior work history also includes positions in accounting and technology firms. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory services and utilizes proprietary and third-party investment models.

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

Series 66

Pooler, GA

Guardian Life

Hsuan Hsu is a Series 66 licensed advisor with 24 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. His career includes long-term roles at Guardian Life Insurance Company and Park Avenue Securities dating back to 2001. Outside of his advisory work, he teaches continuing education courses focused on disability and long-term care insurance planning and manages a social media presence related to food and travel. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial and retirement-plan 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.

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

Series 63, Series 65

Roswell, GA

Guardian Life

Stanley Helm is a financial advisor with Primerica Advisors in Roswell, GA, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Primerica Advisors since 1999 and concurrently at Peachtree Planning Corporation and The Guardian Life Insurance Company since the late 1990s and mid-1990s, respectively. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with a range of brokerage and advisory services. The firm offers proprietary and third-party investment programs, financial planning, and consulting, 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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Robert P

Series 66

Brentwood, TN

Guardian Life

Robert Pillow is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His previous roles include positions at Park Avenue Securities and various firms prior to that. Outside of his advisory work, he is also involved in insurance activities outside of Guardian Life. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individual, pension, charitable, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm utilizes a range of discretionary and non-discretionary advisory models and offers digital advisory solutions, combining 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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Keith D

Series 63, Series 65

Atlanta, GA

Guardian Life

Keith Dykes is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked extensively with Guardian Life Insurance Company and Park Avenue Securities during his career. Outside of advising, he is an owner of a commercial office building leased to his operating company, PPC Wealth Management, which manages his compensation and expenses. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms.

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

CFP®, ChFC®, Series 63

Boynton Beach, FL

Guardian Life

Jacob Safrin is a CFP® and ChFC® with 31 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has worked extensively with Guardian Life Insurance Company and Park Avenue Securities since 2005. Outside of his advisory role, Safrin is involved in managing insurance-related businesses, including soliciting non-Guardian insurance products through Safrin Associates and Wealth Advisory Group. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary model portfolios, third-party managers, and digital advice platforms, catering to individual and institutional investors.

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

CFP®, Series 63, Series 66

Tampa, FL

Guardian Life

Michael Olivia is a CFP® with 26 years of industry experience, currently serving at Park Avenue Securities and Guardian Life Insurance Company. He has previously worked with Primerica Advisors and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is an assistant coach and fundraiser for a local Little League organization. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms, supporting various account types and features.

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

Series 63, Series 65

Garden City, NY

Guardian Life

Joseph Fuschillo is a financial advisor at Guardian Life with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at Park Avenue Securities, Guardian Life Insurance Company, SA Stone Wealth Management, and other firms over his career. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, and investment advisory services.

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

CFP®, Series 63, Series 66

Vero Beach, FL

Guardian Life

William Murphy is a CFP® professional with 32 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has worked extensively with Park Avenue Securities and Guardian Life Insurance since 2006. In addition to his advisory role, Murphy is involved in insurance sales and holds property and casualty insurance licenses, occasionally referring business and sharing commissions. 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 proprietary and third-party investment strategies across various account types.

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

Series 63, Series 65

Wall, NJ

Guardian Life

Phillip Dambrisi is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2016 and has prior experience with Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports a range of account 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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Joseph A

Series 66

Buffalo, NY

Guardian Life

Joseph Ahmed is a Series 66-licensed financial advisor with Primerica Advisors and has four years of industry experience. Prior to his financial services career, he served for 21 years with the City of Buffalo Police Department. Outside of advising, he is involved in public speaking through Copchat Training Services LLC. He works with Park Avenue Securities LLC, a firm serving a broad retail client base that includes individual and high-net-worth investors, charitable organizations, and corporate clients. Park Avenue Securities offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

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

Series 66

Pittsburgh, PA

Guardian Life

Michael Campbell is a Series 66-licensed financial advisor with Primerica Advisors in Pittsburgh, PA, bringing 11 years of industry experience. He has been with Primerica Advisors since 2014 and has prior experience with Guardian Life/Luttner Financial Group Ltd dating back to 1998. Outside of his advisory role, he is involved with Conditionomics, LLC, a business he dedicates limited time to. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering a range of brokerage and advisory services supported by proprietary and third-party investment programs.

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

Series 63, Series 66

Bethlehem, PA

Guardian Life

Matthew Ostomy is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked at Park Avenue Securities, LLC since 2020 and has prior experience with Guardian Life Insurance Co of America, H. Beck, Inc., and FolioFn Investments, Inc. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary models, third-party managers, and digital advice platforms, 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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Steven S

Series 63

New York, NY

Guardian Life

Steven Schacter is a financial advisor with Primerica Advisors in New York, NY, holding a Series 63 designation and over 31 years of industry experience. He has worked with Guardian Life Insurance Company and Park Avenue Securities in various capacities since 1985. Outside of his advisory role, Schacter is involved with Adjust Inc., a business selling life, disability, and annuity products. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms.

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

Series 63, Series 65, Series 66

Paramus, NJ

Guardian Life

Eric Abramson is a financial advisor with Primerica Advisors in Paramus, NJ, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has been with Primerica Advisors since 1999 and has worked concurrently with Guardian Life Insurance Company of America since 1993. Abramson serves as vice president of the Greater New Jersey Estate Planning Council, is involved in a management partnership arranging speaking engagements on non-financial topics, owns thoroughbred racehorses, and sits on the Board of Trustees for the CarePlus NJ Foundation. Primerica Advisors operates as part of Park Avenue Securities LLC, offering brokerage and advisory services to a diverse client base including individuals, high-net-worth investors, charities, and corporations. The firm provides a variety of investment programs, financial planning, and consulting services, utilizing proprietary and third-party investment strategies across discretionary and non-discretionary accounts.

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

Series 63

Buffalo, NY

Guardian Life

Derek Malis is a financial advisor with Primerica Advisors and holds a Series 63 designation. He has 12 years of industry experience, including roles at Park Avenue Securities and Guardian. Outside of his advisory work, he acts as an independent insurance broker offering products beyond Guardian. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and manages 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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Thomas T

Series 63, Series 65

Birmingham, AL

Guardian Life

Thomas Taylor is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, including long tenures at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he coaches baseball and provides baseball lessons for compensation. Park Avenue Securities serves a broad retail client base with brokerage and advisory services, offering a range of proprietary and third-party investment programs along with financial and business consulting. The firm manages approximately $15 billion in regulatory assets under management and supports diverse investment strategies and account-level services.

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

Series 63, Series 65

Wall, NJ

Guardian Life

Robert Farrell is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has worked primarily with Park Avenue Securities and Guardian Life Insurance Company since 2016. Outside of his advisory role, he serves on the Colts Neck Zoning Board and acts as a FINRA arbitrator, in addition to owning a business consulting firm. Primerica Advisors operates as an enterprise with nearly 2,000 advisors, serving a diverse retail client base through brokerage and advisory services. The firm offers various investment programs and financial planning solutions tailored to individual, charitable, and corporate clients.

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