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Darrien S
Series 63, Series 66
Riverside, RI
Guardian Life
Darrien Slaughter is a financial advisor with Guardian Life and Park Avenue Securities in Riverside, RI, holding Series 63 and Series 66 licenses and having 12 years of industry experience. His prior experience includes eight years at Mass Mutual Investors Services and roles within Massachusetts Mutual Life Insurance Company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individual, pension, charitable, and corporate clients through brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party advisory programs. The firm offers discretionary and non-discretionary advisory relationships using model portfolios and a hybrid digital advisory solution called VestWise™.
Christopher V
Series 63, Series 65
Roslyn, NY
Guardian Life
Christopher Volberg is a financial advisor with Primerica Advisors based in Roslyn, NY, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Park Avenue Securities, LLC and Guardian Life Insurance Co of America since 2017. Volberg also provides limited consulting services to his family's business, Quality A/C & Heating, and serves on the board at Bentley University. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services such as lending solutions and donor-advised funds.
Chet S
Series 63, Series 65
New York, NY
Guardian Life
Chet Schwartz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Primerica Advisors since 1999 and currently is affiliated with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, Schwartz participates in speaking engagements, providing webinars that discuss client interactions and financial planning approaches, and he operates a pass-through entity called Wait for Me, LLC. Park Avenue Securities serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary and third-party model portfolios and provides additional services such as financial planning, retirement consulting, and securities-based lending.
Timothy S
Series 66, Series 63
New York, NY
Guardian Life
Timothy Sachs is a financial advisor at Guardian Life with 10 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Park Avenue Securities, LLC and Guardian Life Insurance Co of America since 2017, following two years at T. Rowe Price. In addition to his advisory role, he sells non-Guardian life and disability insurance. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of proprietary and third-party investment advisory programs.
Jeffrey B
Series 63, Series 66
San Diego, CA
Guardian Life
Jeffrey Barrette is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MassMutual Life Insurance Company. He also has an insurance-related business outside of his advisory work. Park Avenue Securities LLC is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with a range of financial planning and investment advisory services, including proprietary and third-party model portfolios.
Steven S
Series 66
Tarrytown, NY
Guardian Life
Steven Swistak is a financial advisor with Primerica Advisors, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Ameriprise, and RiverSource Distributors Inc. Outside of his advisory work, he is involved in Swistak Strength and Conditioning LLC, a fitness-related business. 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 along with financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports discretionary and non-discretionary account management across diverse investment products.
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, including roles at Guardian Life and Park Avenue Securities. His previous work includes positions at North East Private Client Group and Strategic Turnaround, as well as teaching experience at Kean University. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of financial planning, retirement consulting, and investment advisory programs, utilizing both proprietary and third-party models.
Theodore K
Series 63, Series 66
New York, NY
Guardian Life
Theodore Katelas is a financial advisor with Guardian Life, holding Series 63 and Series 66 licenses and nine years of industry experience. His career includes roles at Equitable Advisors, LPL Enterprise, and Park Avenue Securities. Outside of his advisory work, he was involved with BQE Café Billiards for several years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage, financial planning, retirement consulting, and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of investment programs and tailored advisory solutions supported by both proprietary and third-party managers.
Monte S
Series 63
Melville, NY
Guardian Life
Monte Sperling is a Series 63-registered financial advisor with 32 years of industry experience. He is currently affiliated with Primerica Advisors and has held positions at Park Avenue Securities and Guardian Life Insurance Company since 2006. Outside of his advisory role, he is involved with Montnor Associates LLC, a business providing accounting services. Park Avenue Securities 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 multiple platforms.
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 licenses and bringing 25 years of industry experience. He has worked extensively with both firms throughout his career. Outside of his advisory role, Brace serves on an advisory board for his church and is involved with MedPoint Student Loan Solutions, assisting clients with student loan refinancing options. Park Avenue Securities LLC, operating 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. The firm provides brokerage services, financial planning, and a mix of proprietary and third-party advisory programs.
Erik C
Series 63, Series 65
Farmington, CT
Guardian Life
Erik Crespo is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses. He has one year of industry experience and has previously worked at PFS Investments Inc., Wolters Kluwer, Primerica Financial Services, and Aetna Health. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individual, pension, charitable, and corporate clients with brokerage, financial planning, retirement consulting, and a mix of proprietary and third-party advisory programs.
Jeffrey B
ChFC®, Series 63
Paramus, NJ
Guardian Life
Jeffrey Benowitz is a financial advisor at Guardian Life with over 32 years of industry experience. He holds the ChFC® and Series 63 designations and has been affiliated with Park Avenue Securities, WJB Financial Services, and Guardian Life since the mid-1990s. He is also involved in insurance activities outside of Guardian, including life and disability insurance from other companies. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships, including a hybrid digital advisory solution and tailored services.
Jeffrey G
Series 63, Series 65
Rye Brook, NY
Guardian Life
Jeffrey Gambuzza is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2011. 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 transaction-based brokerage and fee-based advisory services, utilizing a range of proprietary and third-party investment strategies and programs.
Emily F
Series 65, Series 63
Madison, WI
Guardian Life
Emily Fowler is a financial advisor at Park Avenue Securities, a subsidiary of Guardian Life. She holds Series 65 and Series 63 licenses and has two years of industry experience. Her prior work includes roles at Mariners Inn and the Deforest School District. Park Avenue Securities serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and both proprietary and third-party investment advisory programs.
Aleksandar J
Series 66
San Diego, CA
Guardian Life
Aleksandar Jakovljevic is a financial advisor with Primerica Advisors in San Diego, CA, holding a Series 66 designation and 17 years of industry experience. He has worked extensively with Guardian Life Insurance Company and Park Avenue Securities throughout his career. Outside of his advisory role, he serves as a trustee of The DUO Trust and is a co-owner of Delije LLC. 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 a range of proprietary and third-party investment programs, combining discretionary and non-discretionary management approaches.
Patrick M
ChFC®, Series 63, Series 65
Franklin, TN
Guardian Life
Patrick Moore is a financial advisor with Primerica Advisors who holds the ChFC® designation and Series 63 and 65 licenses. He has 47 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Cambridge Investment Research. Outside of advising, he is involved with Hope4America.us and is an author. Park Avenue Securities 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 multiple platforms.
Matthew H
Series 63
Columbus, OH
Guardian Life
Matthew Hart is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 31 years of industry experience. His work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, LPL Financial, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife. 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 transaction-based brokerage and fee-based advisory relationships, with a range of proprietary and third-party investment programs and account-level services.
John L
CFP®, ChFC®, Series 66
Tampa, FL
Guardian Life
John Langford is a CFP® and ChFC® with 19 years of experience in the financial services industry. He is affiliated with Primerica Advisors and has worked at Park Avenue Securities since 2006 and Guardian Life Insurance Company since 2005. Langford serves on the board of the National Pediatric Cancer Foundation. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various lending and account-level services.
Richard H
Series 66
Needham, MA
Guardian Life
Richard Howell is a Series 66 licensed advisor with Primerica Advisors, where he has worked for 10 years. He also has experience at Park Avenue Securities and Guardian Life Insurance Company, each for 2 years. Outside of his advisory roles, he holds power of attorney for his spouse. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account services including lending solutions and donor-advised funds.
Juan T
Series 66
Irvine, CA
Guardian Life
Juan Thorn is a financial advisor with Primerica Advisors holding a Series 66 designation and six years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company in various roles since 2018. Outside of his advisory work, Thorn is involved in insurance sales beyond his Guardian affiliation. 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, employing a range of investment strategies through proprietary models, third-party managers, and digital advice platforms.
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