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Austin L

Series 66

Saint Petersburg, FL

Guardian Life

Austin Lentz is a Series 66-licensed financial advisor at Guardian Life with 11 years of industry experience. He has been with Guardian Life since 2016. Outside of his advisory role, he is involved with TAL Ventures, LLC, a joint husband-wife real estate venture. Guardian Life operates through its subsidiary Park Avenue® Wealth Management, providing brokerage and advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, and charitable organizations. The firm offers customized financial planning and investment strategies combining discretionary management and model-based approaches, with access to proprietary programs, third-party solutions, and insurance products through its connection with Guardian Life.

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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Ashvin C

ChFC®, Series 63, Series 66

Addison, TX

Guardian Life

Ashvin Chheda is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and 66 licenses. He has 22 years of industry experience and has been associated with both firms since 2014. His other business activities include selling various insurance products such as whole life, term life, fixed annuities, disability income, and long-term care insurance. Park Avenue Securities LLC, 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, 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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Kaitlin C

Series 66

Cincinnati, OH

Guardian Life

Kaitlin Cengia is an advisor with Guardian Life and holds a Series 66 designation. She has experience at Park Avenue Securities and several other firms and organizations since 2022. Kaitlin’s background includes roles at Anheuser Busch, Western and Southern, and involvement with University of Dayton Athletics. 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 combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions 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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Kimelton K

Series 66

San Diego, CA

Guardian Life

Kimelton Kim is a Series 66-licensed financial advisor with four years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His prior roles include work at WestPac Wealth Partners and Olivetree Partners Group, where he served as a life insurance agent. Kim also serves as a successor trustee to a family trust. 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, institutions, and charitable organizations. The firm combines advisor-led management with model-based strategies, offering clients access to insurance products, alternative investments, and various integrated financial planning 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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Emily Z

CFP®, Series 66

Wall, NJ

Guardian Life

Emily Zeigler is a CFP® professional with nine years of experience working at Guardian Life and its subsidiary Park Avenue Securities, LLC. She previously worked at Service Works Inc. for three years. She is involved with Commitment to Excellence LLC, managing payroll for assistants. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individual, corporate, and institutional clients through advisory and brokerage services. The firm combines advisor-driven management and model-based strategies, offering tailored financial planning 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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Anju S

Series 63, Series 65

Woodcliff Lake, NJ

Guardian Life

Anju Sharma is a financial advisor with Guardian Life who holds Series 63 and Series 65 designations and has 19 years of industry experience. She has held various roles at Guardian Life and Park Avenue Securities since 2012, and previously worked at PRUCO Securities. Outside her advisory work, she serves as co-trustee on a family trust. Guardian Life’s Park Avenue® Wealth Management offers brokerage and advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing clients with tailored financial planning and 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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Sean S

Series 66

King of Prussia, PA

Guardian Life

Sean Sykes is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance, and National Financial Network. Outside of his advisory work, he serves as an assistant coach for the Methacton High School boys' lacrosse team. Park Avenue Securities LLC, 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 range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies through 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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Michael E

Series 63, Series 65, Series 66

Port Saint Lucie, FL

Guardian Life

Michael Effron is a financial advisor with Guardian Life in Port Saint Lucie, FL, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Invesco Advisers, Cutting Road Capital, and Cambridge Investment Research Advisors. Outside of his advisory work, he is the owner of New England Funds LLC, a trading business based in Boca Raton, FL. Guardian Life’s 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 combination of advisor-led discretionary management and model-based investment strategies, along with financial planning and consulting 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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Jake R

Series 66

Needham, MA

Guardian Life

Jake Rozhansky is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. His background includes roles in both insurance and real estate sectors, as well as prior work with sports organizations. Guardian Life, through its subsidiary Park Avenue Securities LLC, 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 proprietary programs, third-party advisory solutions, and insurance 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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Glen V

ChFC®, Series 63

Fort Myers, FL

Guardian Life

Glen Van Derzee is a financial advisor with Guardian Life, holding the ChFC® designation and a Series 63 license, and has 52 years of industry experience. He has been with Guardian Life and its affiliated entities since 2012 and has also worked with Park Avenue Securities since 2016. Outside of his advisory role, he coordinates resources for Coordinated Resources of Buffalo, Inc., a company involved in the sale and service of life, health, and group insurance products. Park Avenue® Wealth Management, 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 tailored client relationships through advisor-led discretionary management, model-based strategies, and a range of 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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Jarod T

Series 63, Series 65

Kansas City, MO

Guardian Life

Jarod Tibbetts is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, including roles at Park Avenue Securities, Cambridge Investment Research, Tibbetts Financial Inc., and Country Insurance & Financial Services. In addition to his advisory work, he owns and operates a property casualty insurance brokerage under Goosehead Insurance. 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 financial planning, consulting, and discretionary management solutions tailored by its network of investment adviser representatives.

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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Justin S

Series 66

Holmdel, NJ

Guardian Life

Justin Siracusa is a financial advisor at Guardian Life with one year of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities and Northeast Financial Network. Outside of his financial advisory role, he is the finance and operations manager for Babysitters R Us LLC, a babysitting services company based in Staten Island, NY. 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 a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies delivered through 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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Juan Pablo B

Series 66

San Diego, CA

Guardian Life

Juan Pablo Bustamante is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential and seven years of industry experience. His career includes roles at Bank of America, Merrill, Actinver Securities, and prior work at the University of San Diego and Nordstrom. Outside of advising, he co-owns an e-commerce business managing an Amazon store. Park Avenue Securities, a wholly owned 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, combining advisor-led discretionary management with model-based strategies and providing 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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Asher F

Series 63, Series 65

Pittsford, NY

Guardian Life

Asher Flint VII is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses with 27 years of industry experience. His career includes extensive tenure at Guardian Life and Park Avenue Securities, spanning over two decades. Park Avenue Securities LLC, 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 range of financial planning, consulting, and investment management solutions, combining advisor-led discretionary strategies with model-based programs and digital advisory 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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Jose S

Series 63, Series 66

Latham, NY

Guardian Life

Jose Segura is a financial advisor with Guardian Life in Latham, NY, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has been with Guardian Life since 2013. Outside of his advisory role, he assists dental organizations through his own consulting business, Segura Strategic Advisors, LLC. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and proprietary 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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Noah E

Series 66

New York, NY

Guardian Life

Noah Eskenazi is a financial advisor at Guardian Life and holds a Series 66 designation. He has three years of industry experience, including prior roles at Equitable Advisors and Park Avenue Securities. 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 individual, corporate, and charitable clients. The firm offers advisor-led discretionary management alongside model-based strategies, digital advisory solutions, and access to insurance and alternative investment 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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Lisa G

Series 66

Reston, VA

Guardian Life

Lisa Gilland is a financial advisor with Guardian Life and holds a Series 66 designation. She has one year of industry experience, including prior work at Financial Growth Partners and a 13-year tenure at Grant Thornton. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through both discretionary management and model-based strategies, supported by 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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Michael M

Series 66

Irvine, CA

Guardian Life

Michael Mares is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, based in Irvine, CA. He has three years of industry experience and previously worked at Pacific Advisors LLC and Gilbert Z. Mares & Associates, Inc. Outside of his advisory role, Mares serves as Government Relations Chair for NAIFA California, acting as a liaison with policymakers and handling legislative analysis and advocacy. He is also a committee chair for Cub Scout Pack 361 and holds board membership at NAIFA-Los Angeles. 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 nonprofits. 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.

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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Donald W

Series 63, Series 65

Baton Rouge, LA

Guardian Life

Donald Whittington is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has one year of industry experience with prior roles at Park Avenue Securities and Iron Horse Financial. Before entering the financial industry, he worked for ExxonMobil for 16 years. 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, along with access to insurance products, alternative investments, and integrated lending 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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Gregory W

Series 66

Braintree, MA

Guardian Life

Gregory Williams is a financial advisor at Guardian Life with 29 years of industry experience. He holds a Series 66 designation and has previously worked at Mass Mutual Investors Services and MetLife. He is based in Braintree, MA. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, businesses, and charitable organizations. The firm provides tailored financial planning, discretionary and model-based portfolio management, 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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