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Thomas T

Series 63, Series 65

Birmingham, AL

Guardian Life

Thomas Taylor is a financial advisor at Guardian Life with 19 years of industry experience. He has held roles at both Guardian Life and its subsidiary Park Avenue Securities since 2006. Outside of his advisory work, he coaches baseball and provides baseball lessons for compensation. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses with brokerage and investment advisory services. The firm offers a range of financial planning and consulting solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Robert F

Series 63, Series 65

Wall, NJ

Guardian Life

Robert Farrell is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. He has 17 years of industry experience, including prior work at Morgan Stanley and Park Avenue Securities. Outside of his advisory role, Farrell serves on the Colts Neck Zoning Board and acts as a FINRA arbitrator, in addition to managing a business planning and management advisory firm. Guardian Life’s subsidiary Park Avenue Securities provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Gregg H

Series 66

Troy, OH

Guardian Life

Gregg Hews is a financial advisor with Guardian Life and holds a Series 66 designation. He has 39 years of industry experience and operates a separate business, Hews Financial Services, which focuses on the sale and servicing of life, disability, long-term care, medical, group products, and fixed annuities. His career includes roles at Park Avenue Securities, Guardian Life Insurance, OneAmerican Securities, American United Life, and Ameritas Investment Company, LLC. Guardian Life’s Park Avenue Wealth Management 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, model-based strategies, and access to proprietary and third-party platforms, with a range of services tailored to client needs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Vanja V

Series 63, Series 66

San Diego, CA

Guardian Life

Vanja Vermezovic is a financial advisor with Guardian Life in San Diego, CA, holding Series 63 and Series 66 credentials and four years of industry experience. Prior to joining Guardian Life, Vanja worked at Wells Fargo Advisors and Sprott Global Resource Investments Ltd. 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 a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs, third-party advisory solutions, and integrated financial planning services.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Bartosz W

Series 63

Columbus, OH

Guardian Life

Bartosz Warzycha is a financial advisor at Guardian Life with 12 years of industry experience. He holds a Series 63 designation and has worked at Guardian Life since 2016, currently affiliated with Park Avenue Securities. Outside of his advisory role, he serves as Vice President of the Polish American Club of Columbus and has been involved with Advocare since 2013. Park Avenue Wealth Management, a subsidiary of 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 financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to specialized platforms and products.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Nancy S

Series 63, Series 65

Newtonville, MA

Guardian Life

Nancy Schwartz is a financial advisor at Guardian Life with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been associated with Guardian Life and Park Avenue Securities in various roles since 2012. Outside of her advisory work, she serves as a power of attorney for her parents. Guardian Life's subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm offers financial planning, model-based and discretionary portfolio management, and access to proprietary and third-party advisory solutions, integrating a range of services including insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Emily P

Series 63, Series 65

Atlanta, GA

Guardian Life

Emily Pool is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. She has four years of industry experience, including multiple roles at Park Avenue Securities and Guardian Life. Emily serves on the AssetMark Operations Advisory Board as a volunteer, providing feedback on operational workflows. 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 financial planning and consulting with a combination of advisor-led management and model-based strategies, integrating proprietary programs and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Eugene D

Series 63, Series 66

Pittsburgh, PA

Guardian Life

Eugene Disanti Jr. is a financial advisor with Guardian Life, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been associated with Park Avenue Securities and Guardian Life Insurance Company since 2007. Outside of his advisory role, he is involved in offering health insurance, long-term care, prescription plans, and annuities not available through Guardian. 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 a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Ari S

Series 63, Series 65

Auburndale, MA

Guardian Life

Ari Stonehill is a financial advisor at Guardian Life with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Life and its subsidiaries since 1996. Outside of his advisory role, he occasionally sells insurance products not offered by Guardian Life. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships with a combination of discretionary management, model-based strategies, and access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Michael D

Series 63, Series 65

Collinsville, CT

Guardian Life

Michael D. Apice is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Guardian Life and Park Avenue Securities since 2015 and has operated his own financial practice since 1992. He serves on the advisory board of a local bank, providing community input on accessibility and engagement. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides customized advisor-led management combined with model-based strategies, alongside a range of financial planning, education, and consulting solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Trevor M

Series 66

Rye Brook, NY

Guardian Life

Trevor McNally 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 and Guardian Life Insurance Company since 2020. Prior to that, he was with Bungee Capital Partners and Managed Care Advisory Group, Inc. He is based in Rye Brook, NY. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to a range of proprietary and third-party investment solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Jacob K

Series 66

Carlsbad, CA

Guardian Life

Jacob Kennedy is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. Park Avenue Securities LLC, doing business 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 combination of advisor-led discretionary management and model-based strategies, as well as financial planning, group education, and access to proprietary and third-party investment programs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Tony M

Series 63, Series 65

Charlotte, NC

Guardian Life

Tony Montini is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Ameriprise, Merrill, and Morgan Stanley. He is also active in insurance sales, licensed with multiple carriers under competitive underwriting. Park Avenue Securities, a wholly owned subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers financial planning, discretionary and model-based investment management, and access to proprietary and third-party advisory platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Michael W

Series 63, Series 65

Rye Brook, NY

Guardian Life

Michael Weinberg is a financial advisor with Guardian Life, holding Series 63 and Series 65 designations and 29 years of industry experience. He has been with Guardian Life since 1997 and currently also works with Park Avenue Securities. Outside of his advisory role, he maintains a CPA practice focusing on individual, partnership, fiduciary, and corporate tax returns, and he is the owner of WISE Financial Advisors. 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, model-based strategies, and digital advisory solutions, with tailored client relationships that include retirement plan services and access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Sandra S

CFP®, Series 63, Series 65

Southfield, MI

Guardian Life

Sandra Scolari is a CFP® professional affiliated with Guardian Life, with 32 years of industry experience. She has worked with Guardian Life entities since 2010 and has been associated with Park Avenue Securities for seven years. Outside of her advisory role, she is the founder of Raise Your Game, a non-investment-related business. Park Avenue Securities LLC, part of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services through advisor-led discretionary management, model-based strategies, and digital advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Shane W

CFP®, Series 63, Series 65

Wayzata, MN

Guardian Life

Shane Wolden is a CFP®-certified financial advisor at Guardian Life with seven years of industry experience. He has previously worked at NFP Retirement, Inc. and currently is affiliated with Park Avenue Securities. Outside of his advisory role, he serves as an assistant JV hockey coach for Osseo Area Schools. Park Avenue Securities LLC, 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 tailored client relationships supported by discretionary management, model-based strategies, and access to proprietary and third-party advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Larry S

Series 63, Series 65

Plantation, FL

Guardian Life

Larry Saffer is a financial advisor with Guardian Life in Plantation, FL, holding Series 63 and Series 65 licenses and with 35 years of industry experience. He has been with Guardian Life since 1991 and has led the Broward Business Networking Group since 1993. Outside of finance, he coaches ice hockey for youth aged 10 to 14. Guardian Life’s 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 financial planning, discretionary and model-based management strategies, as well as access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Brian M

Series 63, Series 65

Needham, MA

Guardian Life

Brian McGrath is a financial advisor at Guardian Life with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Park Avenue Securities and Guardian Life since 2016. McGrath participates as a guest speaker at The Living Balance Sheet Foundations training sessions and is co-managing member of HUB Wealth Strategies, LLC, an entity focused on marketing and business team activities. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of solutions including advisor-led discretionary management, model-based strategies, proprietary wrap programs, and third-party advisory platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Stephanie N

Series 66

Coral Gables, FL

Guardian Life

Stephanie Nino is a financial advisor with Guardian Life, holding a Series 66 designation and two years of industry experience. She has worked at Park Avenue Securities and Guardian Life since 2024 and previously worked at WestPac Wealth Partners from 2021 to 2024. Outside of her advisory role, she is a licensed Public Notary in the State of Florida. 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 a combination of advisor-led discretionary management and model-based strategies, utilizing proprietary programs and third-party solutions to tailor client relationships.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Ivan J

Series 66

San Diego, CA

Guardian Life

Ivan Jordovic is a financial advisor with Guardian Life, holding a Series 66 designation and four years of industry experience. He has worked with Park Avenue Securities and Guardian Life since 2020. Outside of his advisory role, he is the owner of Tre Panache Event Architects and has worked as a server at local restaurants in the San Diego area. 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 a combination of advisor-led discretionary management and model-based strategies, along with financial planning and access to proprietary and third-party advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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