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Jonathan B
Series 63, Series 65
San Diego, CA
Guardian Life
Jonathan Barrera is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He previously worked with New York Life Insurance Company and Nylife Securities LLC. Outside of his advisory role, he is the owner of Mama Cocoon & The Papa Saloon, a non-investment-related business. Park Avenue Securities LLC, where he operates, 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 across proprietary and third-party platforms.
Darrien S
Series 63, Series 66
Riverside, RI
Guardian Life
Darrien Slaughter is a financial advisor with Guardian Life based in Riverside, RI. He holds Series 63 and Series 66 licenses and has 12 years of industry experience. His prior work includes roles at Mass Mutual Investors Services and MSI Financial Services. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.
Christopher V
Series 63, Series 65
Roslyn, NY
Guardian Life
Christopher Volberg is a financial advisor at Guardian Life with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities, LLC and Guardian Life Insurance Co of America since 2017. Outside of his advisory role, he serves as a board member for FOLD at Bentley University and provides limited consulting to his family's business, Quality A/C & Heating. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and advisory services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions tailored to client needs.
Chet S
Series 63, Series 65
New York, NY
Guardian Life
Chet Schwartz is a financial advisor at Guardian Life with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Guardian Life and its affiliated companies since 1995. Schwartz also speaks to study groups via webinar about his practice and client conversations. He is affiliated with Park Avenue Securities LLC, a subsidiary of Guardian Life, which provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a variety of financial planning and consulting services tailored to client needs.
Timothy S
Series 63, Series 66
New York, NY
Guardian Life
Timothy Sachs is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and 10 years of industry experience. He previously worked at T. Rowe Price from 2015 to 2017. Sachs sells non-Guardian life and disability insurance in addition to his advisory roles. Park Avenue Securities, 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 and various proprietary and third-party platforms.
Jeffrey B
Series 63, Series 66
San Diego, CA
Guardian Life
Jeffrey Barrette is a financial advisor with Guardian Life, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Park Avenue Securities and Mass Mutual Investors Services. He is also involved in a separate insurance business unrelated to Guardian Life. Guardian Life, through its subsidiary Park Avenue Securities, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and investment management solutions combining advisor-led discretionary management and model-based strategies.
Steven S
Series 66
Tarrytown, NY
Guardian Life
Steven Swistak is a financial advisor with Guardian Life, holding a Series 66 designation and 17 years of industry experience. He has worked at several firms, including Park Avenue Securities, Ameriprise, RiverSource Distributors Inc, and Curian Capital. Outside of his advisory work, he is involved with Swistak Strength and Conditioning LLC. Park Avenue® Wealth Management, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers tailored client solutions through advisor-led discretionary management and model-based strategies, with access to proprietary programs, third-party advisory solutions, and integrated lending options.
Mitchell L
Series 66
Florham Park, NJ
Guardian Life
Mitchell Lanzl is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience and has worked with firms including North East Private Client Group and Strategic Turnaround. 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, model-based strategies, and digital advisory solutions, along with access to insurance products and alternative investments through its connection with Guardian Life.
Theodore K
Series 63, Series 66
New York, NY
Guardian Life
Theodore Katelas is a financial advisor with Guardian Life in New York, NY, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior roles include positions at Equitable Advisors, LPL Enterprise, and Park Avenue Securities. He has also been involved with BQE Café Billiards, an entrepreneurial venture spanning several years. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and investment advisory services, combining advisor-led discretionary management with model-based strategies and technology platforms to tailor client relationships.
Monte S
Series 63
Melville, NY
Guardian Life
Monte Sperling is a financial advisor with Guardian Life and holds a Series 63 designation. He has 33 years of industry experience and has spent a significant portion of his career at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved with MONTNOR ASSOCIATES LLC, a business focused on accounting. Park Avenue Securities LLC, a wholly owned 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 mix of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments through its connection with Guardian Life.
Ryan B
Series 63, Series 65
Louisville, KY
Guardian Life
Ryan Brace is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked primarily at Park Avenue Securities and Guardian Life Insurance Company since 2003. Outside of his advisory role, he serves on an advisory board for his church and is involved with MedPoint Student Loan Solutions, assisting clients with student loan refinancing. Park Avenue Securities, 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 combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, education, and integrated lending solutions.
Erik C
Series 63, Series 65
Farmington, CT
Guardian Life
Erik Crespo is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has one year of industry experience and previously worked at PFS Investments Inc. and Wolters Kluwer. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm provides tailored financial planning, discretionary management, and access to proprietary and third-party investment solutions.
Jeffrey B
ChFC®, Series 63
Paramus, NJ
Guardian Life
Jeffrey Benowitz is a financial advisor with Guardian Life who holds the ChFC® and Series 63 designations and has 32 years of industry experience. He has worked with Park Avenue Securities since 2002, WJB Financial Services since 1998, and Guardian Life Insurance Company since 1996. In addition to his advisory work, he is involved in insurance activities outside of Guardian, including life insurance and disability products from other companies. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, serves individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and advisory services, combining advisor-led discretionary management with model-based strategies, proprietary programs, and third-party platforms tailored to client needs.
Jeffrey G
Series 63, Series 65
Rye Brook, NY
Guardian Life
Jeffrey Gambuzza is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His career includes long-term roles at both firms since 2011. Park Avenue Securities LLC, a wholly owned subsidiary of The 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 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.
Emily F
Series 63, Series 65
Madison, WI
Guardian Life
Emily Fowler is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. She has two years of industry experience and has worked at both Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory roles, she has prior experience with Mariners Inn and in education at UW-Whitewater and the Deforest School District. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The 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 a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and offering both proprietary and third-party investment solutions.
Aleksandar J
Series 66
San Diego, CA
Guardian Life
Aleksandar Jakovljevic is a financial advisor with Guardian Life, holding a Series 66 designation and 18 years of industry experience. He has been affiliated with Guardian Life and Park Avenue Securities since 2009, and previously worked at Morgan Stanley. Outside of his advisory role, he serves as a trustee of The DUO Trust and is a co-owner of an LLC involved in non-investment activities. 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 through proprietary and third-party platforms, with tailored client relationships that include financial planning, consulting, and access to insurance and alternative investment products.
Patrick M
ChFC®, Series 63, Series 65
Franklin, TN
Guardian Life
Patrick Moore is a financial advisor with Guardian Life, holding a ChFC® designation and Series 63 and 65 licenses, and has 48 years of industry experience. His prior roles include positions at Park Avenue Securities, Private Client Services, and Prime Capital Investment Advisors, among others. Outside of his advisory work, he is involved with Hope4America.us and is also an author. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, institutions, and nonprofits. The firm provides tailored investment management solutions through advisor-led discretionary mandates and model-based strategies, along with access to insurance products and alternative investments.
Matthew H
Series 63
Columbus, OH
Guardian Life
Matthew Hart is a financial advisor with Guardian Life and holds a Series 63 designation. He has 32 years of industry experience and has worked at firms including LPL Financial, Mass Mutual, and MetLife. Hart is currently based in Columbus, OH, and has been with Guardian Life and Park Avenue Securities since 2024. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, retirement plan sponsors, charitable organizations, and businesses with both brokerage and investment advisory services. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting solutions tailored to client needs.
John L
CFP®, ChFC®, Series 66
Tampa, FL
Guardian Life
John Langford is a CFP® and ChFC® with over 20 years of experience in the financial services industry. He is affiliated with Guardian Life and has worked at Park Avenue Securities since 2006. Langford serves on the board of the National Pediatric Cancer Foundation. Park Avenue Securities, a wholly owned subsidiary of The 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 client solutions through advisor-led discretionary management, model-based strategies, and a range of proprietary and third-party programs.
Richard H
Series 66
Needham, MA
Guardian Life
Richard Howell is a Series 66 licensed advisor with Guardian Life and Park Avenue Securities, with 10 years of industry experience. He has been with Guardian Life since 2016 and is currently based in Needham, MA. Richard holds power of attorney for his spouse, Lori A Howell. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment solutions combining advisor-led discretionary management with model-based strategies through proprietary programs and third-party platforms.
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