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Gregg H

Series 66

Troy, OH

Guardian Life

Gregg Hews is a Series 66-licensed financial advisor with 38 years of industry experience. He is currently affiliated with Primerica Advisors and has worked at firms including Guardian Life Insurance Company, Park Avenue Securities, OneAmerican Securities, and American United Life. He also operates Hews Financial Services, which offers life, disability, long-term care, medical, group products, and fixed annuities. Primerica Advisors serves a broad retail client base with both brokerage and fee-based advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm implements diverse investment strategies through proprietary and third-party models and provides a range of 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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Vanja V

Series 63, Series 66

San Diego, CA

Guardian Life

Vanja Vermezovic is a financial advisor with Primerica Advisors in San Diego, CA, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Primerica Advisors, Vanja worked at Guardian Life Insurance Company, Wells Fargo Advisors, Sprott Global Resource Investments Ltd., and Walmart Inc. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both transaction-based brokerage and fee-based advisory services along with financial planning and retirement-plan consulting. The firm utilizes a combination of proprietary model portfolios, third-party managers, and digital advice solutions to implement investment strategies.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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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 been with Guardian Life and its affiliates since 2016. 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. He works at Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life Insurance Company of America, which provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and employs a variety of in-house and third-party portfolio management strategies.

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

Series 63, Series 65

Newtonville, MA

Guardian Life

Nancy Schwartz is a financial advisor with Primerica Advisors in Newtonville, MA, holding Series 63 and Series 65 designations and 13 years of industry experience. Her career includes roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of her advisory work, she serves as a power of attorney for her parents. Primerica Advisors supports a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm offers proprietary and third-party investment programs and integrates 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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Emily P

Series 63, Series 65

Atlanta, GA

Guardian Life

Emily Pool is a financial advisor with Guardian Life and Park Avenue Securities in Atlanta, GA, holding Series 63 and Series 65 licenses with four years of industry experience. She serves on the Assetmark Operations Advisory Board as a volunteer, providing feedback on operational workflows. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and a range of advisory programs.

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

Series 63, Series 66

Pittsburgh, PA

Guardian Life

Eugene Disanti Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. His career includes longstanding roles at Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory work, he is involved in offering insurance products outside of Guardian, including health insurance, long-term care, and prescription plans. Park Avenue Securities LLC operates as a dual-registered broker-dealer and SEC-registered investment adviser, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a combination of brokerage services, financial planning, 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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Ari S

Series 63, Series 65

Auburndale, MA

Guardian Life

Ari Stonehill 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 worked with Guardian Life since 1996 and has been with Park Avenue Securities since 2018. Outside of his advisory role, he occasionally sells insurance products that fall outside of Guardian's offerings. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a mix of discretionary and non-discretionary advisory relationships and utilizes both 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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Michael D

Series 63, Series 65

Collinsville, CT

Guardian Life

Michael D. Apice is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been self-employed since 1992 and has worked with Guardian Life Insurance Company and Park Avenue Securities since 2015. He serves on the advisory board of a local bank, providing input on community engagement and accessibility. 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, 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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Trevor M

Series 66

Rye Brook, NY

Guardian Life

Trevor Mcnally is a financial advisor at Guardian Life with five years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities, Guardian Life Insurance Company, Bungee Capital Partners, and Managed Care Advisory Group, Inc. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker‑dealer and SEC‑registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and retirement consulting services.

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

Series 66

Carlsbad, CA

Guardian Life

Jacob Kennedy is a financial advisor with Guardian Life, holding a Series 66 designation and four years of industry experience. He has worked with both Guardian Life Insurance and Park Avenue Securities in various roles since 2021. Guardian Life's subsidiary, Park Avenue Wealth Management, serves individual, pension, charitable, and corporate clients by offering brokerage services, financial planning, retirement plan consulting, and investment advisory programs that include discretionary and non-discretionary management.

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

Series 63, Series 65

Charlotte, NC

Guardian Life

Tony Montini is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2011. Montini is also licensed for insurance sales with multiple carriers. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services alongside financial planning and retirement consulting. The firm utilizes a range of investment strategies through proprietary and third-party managers, supporting various account 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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Michael W

Series 63, Series 65

Rye Brook, NY

Guardian Life

Michael Weinberg is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Guardian Life and its affiliates since 1997. Outside of his advisory role, he is a CPA who prepares various types of tax returns and also conducts insurance sales independently. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

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

CFP®, Series 63, Series 65

Southfield, MI

Guardian Life

Sandra Scolari is a CFP® with 31 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. Her work history includes roles at Guardian Life Insurance and Ohio National Financial Services. She is the founder of Raise Your Game, a non-investment-related business. Park Avenue Securities serves a broad retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and retirement planning. The firm manages approximately $15 billion in regulatory assets and supports a range of 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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Shane W

CFP®, Series 65, Series 63

Wayzata, MN

Guardian Life

Shane Wolden is a CFP® professional with seven years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His prior work includes six years at NFP Retirement, Inc. He serves as an assistant JV hockey coach for Osseo Area Schools. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, offers brokerage, financial planning, and retirement consulting services to individuals, including high-net-worth clients, as well as institutional and charitable organizations. The firm provides a range of investment advisory programs and hybrid digital solutions tailored to client needs.

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

Series 63, Series 65

Plantation, FL

Guardian Life

Larry Saffer is a financial advisor at Guardian Life with 35 years of industry experience, holding Series 63 and Series 65 credentials. He has been with Guardian Life since 1991 and founded the Broward Business Networking Group, where he serves as president. Outside of his advisory work, he coaches ice hockey for youth aged 10 to 14. Guardian Life’s Park Avenue® Wealth Management operates as a dually registered broker-dealer and SEC-registered investment adviser, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of advisory programs.

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

Series 63, Series 65

Needham, MA

Guardian Life

Brian McGrath is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2016. Outside of his advisory role, McGrath is a guest speaker for The Living Balance Sheet’s Foundations training sessions and is co-managing member of HUB Wealth Strategies, LLC., a marketing and business team entity. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services with a range of proprietary and third-party investment programs. The firm supports various account management approaches and provides additional 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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Stephanie N

Series 66

Coral Gables, FL

Guardian Life

Stephanie Nino is a Series 66-licensed financial advisor with Primerica Advisors, based in Coral Gables, FL. She has one year of industry experience and has previously worked at Park Avenue Securities, Guardian Life Insurance, and WestPac Wealth Partners. Outside of her advisory role, she serves as a Public Notary in the State of Florida. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial and retirement planning. The firm utilizes a range of 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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Ivan J

Series 66

San Diego, CA

Guardian Life

Ivan Jordovic is a financial advisor with Primerica Advisors based in San Diego, CA, holding a Series 66 designation and four years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company in various roles since 2020. Outside of his advisory work, Ivan owns Tre Panache Event Architects and has experience working in the hospitality industry as a server. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with multiple proprietary and third-party investment programs, employing a range of strategies and account-level solutions.

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

Series 66

Saint Petersburg, FL

Guardian Life

Austin Lentz is a financial advisor with Guardian Life in Saint Petersburg, FL, holding a Series 66 designation and 11 years of industry experience. He has been with Guardian Life and its affiliated entities since 2016. Outside of his advisory role, he is involved in TAL Ventures, LLC, a joint family real estate business. Guardian Life’s Park Avenue® Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, and a combination of proprietary and third-party investment advisory programs.

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

ChFC®, Series 63, Series 66

Addison, TX

Guardian Life

Ashvin Chheda is a financial advisor with Primerica Advisors based in Frisco, TX, holding the ChFC® designation and Series 63 and 66 licenses. He has 21 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of advisory work, he is involved in selling various insurance products such as whole life, term life, fixed annuities, disability income, and long-term care insurance. 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 utilizes a combination of proprietary and third-party investment strategies and supports a range of account services such as 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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