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Kaitlin C

Series 66

Cincinnati, OH

Guardian Life

Kaitlin Cengia is a financial advisor with Guardian Life and holds a Series 66 designation. She has less than one year of industry experience and has held roles at firms including Park Avenue Securities, Lifetime Financial Growth, and UBS Financial Services. Her background also includes positions outside financial services, such as working with University of Dayton Athletics and Anheuser Busch. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individual, pension, charitable, and corporate clients with financial planning, brokerage services, and advisory programs. The firm offers both discretionary and non-discretionary advisory solutions, including a lower-fee hybrid digital advisory option.

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

Series 66

San Diego, CA

Guardian Life

Kimelton Kim is a Series 66-licensed financial advisor with three years of industry experience. He is currently affiliated with Primerica Advisors and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, WestPac Wealth Partners, and Olivetree Partners Group. Kim serves as a successor trustee to a family trust. Park Avenue Securities LLC serves a diverse retail client base, offering transaction-based brokerage and fee-based advisory services along with financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary model portfolios, third-party managers, and a digital advice platform.

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

CFP®, Series 66

Wall, NJ

Guardian Life

Emily Zeigler is a CFP® with eight years of industry experience, currently affiliated with Primerica Advisors and associated with Park Avenue Securities, Guardian Life Insurance Co of America, and C&A Financial Group since 2017. Prior to her current roles, she worked at Service Works Inc. from 2014 to 2017. She is involved in a non-investment business, Commitment to Excellence LLC, which manages payroll for her assistants. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a range of investment strategies through proprietary and third-party portfolios 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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Anju S

Series 63, Series 65

Woodcliff Lake, NJ

Guardian Life

Anju Sharma is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021, following nine years at Primerica Advisors. Outside of her advisory role, she is involved in health and life insurance services and serves as a co-trustee for estate assets. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary model portfolios, 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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Sean S

Series 66

King of Prussia, PA

Guardian Life

Sean Sykes is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has one year of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance, and National Financial Network. Outside of advising, he serves as an assistant coach for the Methacton High School boys' lacrosse team. 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 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 E

Series 63, Series 65, Series 66

Port Saint Lucie, FL

Guardian Life

Michael Effron is a financial advisor with Guardian Life and holds the Series 63, Series 65, and Series 66 designations. He has 26 years of industry experience and has worked at firms including Invesco Advisers, Cambridge Investment Research, and Park Avenue Securities. Outside of his advisory role, he is involved as the owner of New England Funds LLC, engaged in trading activities. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individual, corporate, charitable, and retirement plan clients through brokerage services, financial planning, and investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships, utilizing both 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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Jake R

Series 66

Needham, MA

Guardian Life

Jake Rozhansky is a financial advisor with Primerica Advisors holding a Series 66 designation and one year of industry experience. His prior work includes roles at Guardian Life Insurance Company and involvement with sports organizations such as The Kraft Group (New England Revolution II) and several Israeli basketball teams. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services, including financial planning and retirement 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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Glen V

ChFC®, Series 63

Fort Myers, FL

Guardian Life

Glen Van Derzee is a financial advisor with Primerica Advisors and holds the ChFC® designation along with a Series 63 license. He has 51 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. He is also involved with Coordinated Resources of Buffalo, Inc., which provides life, health, and group insurance products. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting.

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

Series 63, Series 65

Kansas City, MO

Guardian Life

Jarod Tibbetts is a financial advisor with Primerica Advisors in Kansas City, MO, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Cambridge Investment Research, and Country Insurance & Financial Services. Outside of his advisory work, he owns and operates a property casualty insurance brokerage under Goosehead Insurance. Primerica Advisors serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios, 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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Justin S

Series 66

Holmdel, NJ

Guardian Life

Justin Siracusa is a financial advisor at Primerica Advisors with a Series 66 designation and one year of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, and Northeast Financial Network since 2025. Outside of finance, 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 serves a broad retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm employs proprietary and third-party investment strategies and supports various account-level services, 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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Juan Pablo B

Series 66

San Diego, CA

Guardian Life

Juan Pablo Bustamante is a financial advisor at Guardian Life with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Actinver Securities. Outside of advising, he co-owns Boost Brothers LLC, an ecommerce business managing an Amazon store with a sibling. Guardian Life’s subsidiary, Park Avenue Securities, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm offers both discretionary and non-discretionary advisory relationships using 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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Asher F

Series 63, Series 65

Pittsford, NY

Guardian Life

Asher Flint VII is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. His career spans from 1998 to the present, with notable tenures at Primerica Advisors and Guardian Life Insurance Company. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party managers and supports discretionary and non-discretionary account management.

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

Series 63, Series 66

Latham, NY

Guardian Life

Jose Segura is a financial advisor with Primerica Advisors in Latham, NY, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2013. Outside of his advisory role, he assists dental organizations with strategic business discussions through Segura Strategic Advisors, LLC. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base including individual and high-net-worth investors with a range of brokerage and advisory services. The firm offers multiple proprietary advisory programs and utilizes a combination of proprietary and third-party investment solutions.

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

Series 66

New York, NY

Guardian Life

Noah Eskenazi is a Series 66-licensed financial advisor with three years of industry experience. He is currently associated with Primerica Advisors and has prior work history at Guardian Life Insurance Company, Park Avenue Securities, and Equitable Advisors, LLC. Primerica Advisors serves a wide range of retail clients, including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and business consulting. The firm utilizes a variety of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary account management.

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

Series 63, Series 65

Stamford, CT

Guardian Life

Christopher Richards is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, having worked at firms including Prudential Insurance Company of America, MassMutual, and New York Life prior to joining Guardian Life and its affiliate Park Avenue Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individual and institutional clients with a range of brokerage, financial planning, and investment advisory services. The firm offers both discretionary and non-discretionary advisory relationships and provides model portfolios from in-house and third-party managers.

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

Series 66

Reston, VA

Guardian Life

Lisa Gilland is a financial advisor at Guardian Life with one year of industry experience. She holds a Series 66 designation and previously worked at Financial Growth Partners and Grant Thornton. She works with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary portfolios, and combines proprietary and third-party strategies.

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

Series 66

Irvine, CA

Guardian Life

Michael Mares is a financial advisor at Guardian Life with three years of industry experience and holds a Series 66 designation. His prior roles include positions at Pacific Advisors LLC and Gilbert Z. Mares & Associates, Inc. He serves as Government Relations Chair for NAIFA California and is active as an at-large board member of NAIFA-Los Angeles, in addition to chairing the Cub Scout Pack 361 committee. He works through Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, which offers brokerage services, financial planning, and investment advisory programs to individual and institutional clients. The firm provides both discretionary and non-discretionary advisory solutions, including digital advisory options and tailored retirement plan management.

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

Series 65, Series 63

Baton Rouge, LA

Guardian Life

Donald Whittington is a financial advisor with Guardian Life and holds Series 65 and Series 63 designations. He has one year of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Iron Horse Financial. Prior to entering financial services, he worked at ExxonMobil for 16 years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is 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, retirement plan consulting, and a variety of investment advisory programs.

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

Series 66

Braintree, MA

Guardian Life

Gregory Williams is a financial advisor with Guardian Life and holds a Series 66 designation. He has 28 years of industry experience, including eight years at Mass Mutual Investors Services and sixteen years at Metlife Securities Inc. His current roles include positions at Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser wholly owned by The Guardian Life Insurance Company of America. The firm serves individuals, pension plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, and investment advisory programs that utilize 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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Jonathan B

Series 63, Series 65

San Diego, CA

Guardian Life

Jonathan Barrera is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and having 15 years of industry experience. He has worked at Guardian Life and Park Avenue Securities since 2017, and previously spent six years with New York Life Insurance Co. and Nylife Securities LLC. Outside of his advisory work, he is the owner of Mama Cocoon & The Papa Saloon, a non-investment-related business. 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 and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships using a range of model portfolios and digital advisory solutions.

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