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Juan T

Series 66

Irvine, CA

Guardian Life

Juan Thorn is a financial advisor with Guardian Life and holds the Series 66 designation. He has six years of industry experience, including roles at both Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, Thorn is involved in insurance sales separate from Guardian Life. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides tailored financial planning and consulting through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party investment 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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Aaron L

Series 66

Greenwood Village, CO

Guardian Life

Aaron Lewandowski is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience and has worked at Guardian Life and Park Avenue Securities since 2018. Outside of his advisory role, he streams video games through his YouTube channel Hubris Gamer and Twitch channel InYourHubris. Park Avenue Securities LLC, 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 combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party 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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John M

Series 66

Evansville, IN

Guardian Life

John Morrow is a financial advisor with Guardian Life and holds a Series 66 designation. He has 24 years of industry experience, having worked at firms including Fifth Third Securities and Securities America. Outside of his advisory work, he is involved in farming and serves at St. Paul's Church of Poseyville. Park Avenue® Wealth Management, a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, corporations, retirement plans, and nonprofits. The firm combines advisor-led discretionary management with model-based strategies and provides a range of 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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Griffin N

Series 63, Series 66

Ball Ground, GA

Guardian Life

Griffin Nix is a financial advisor with Guardian Life and holds the Series 63 and Series 66 designations. He has nine years of industry experience and has worked at firms including Morgan Stanley and E*TRADE Securities. His current role is with Park Avenue Securities LLC, a subsidiary of Guardian Life. Park Avenue Securities provides brokerage and investment advisory services to individuals, businesses, and institutional clients. The firm combines advisor-led discretionary management with model-based strategies and offers a range of 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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Lauren K

Series 63, Series 66

Needham, MA

Guardian Life

Lauren Kuzmak Herrmann is a financial advisor at Guardian Life with two years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Guardian Life and its subsidiary Park Avenue Securities, she worked at Fidelity Brokerage Services and Coldwell Banker Residential Brokerage. Outside of financial services, she was involved with Turbo CrossFIT for five years. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions, 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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Douglas R

Series 66

Needham, MA

Guardian Life

Douglas Reiss is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience and has worked at Park Avenue Securities, LLC since 2021. Outside of advisory services, he is the owner of Reiss Capital LLC, a business established for a general agency contract. 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 combines advisor-led discretionary management with model-based strategies and offers a range of 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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Kevin S

Series 63, Series 65

Needham, MA

Guardian Life

Kevin Schneider is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with The Guardian Life Insurance Company and its affiliates since 2013. Outside of his advisory work, Schneider participates in the Bulfinch Group Charitable Foundation and serves on the Finance and Business Development Committee of Doc Wayne Youth Services, Inc. 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 combines advisor-led discretionary management with model-based strategies and offers a variety of 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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Eric L

Series 63, Series 65

Tallahassee, FL

Guardian Life

Eric Luallen is a financial advisor with Guardian Life and Park Avenue Securities in Tallahassee, FL, holding Series 63 and Series 65 credentials and 15 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2011 and has been self-employed since 2003. Outside of finance, he is a sports broadcaster for Florida State University baseball and basketball games. Park Avenue Securities, 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 a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party 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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Michael W

Series 63, Series 65

Paramus, NJ

Guardian Life

Michael Weiss is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with both Guardian Life and Park Avenue Securities since 2004. Outside of his advisory role, he is engaged in other life insurance activities. 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 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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Pamela S

Series 66

Lewis Center, OH

Guardian Life

Pamela Samsey is a financial advisor at Guardian Life with 23 years of industry experience. She holds a Series 66 designation and has worked at firms including Park Avenue Securities, JPMorgan Chase Bank, J.P. Morgan Securities, RW Baird, LPL Financial, and J.P. Morgan Investment Management Inc. Guardian Life’s subsidiary Park Avenue Securities offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides tailored client solutions through a combination of advisor-led 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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Eloy A

Series 66

Scottsdale, AZ

Guardian Life

Eloy Acosta IV is a financial advisor at Guardian Life with Series 66 credentials and two years of industry experience. His prior roles include positions at Park Avenue Securities, 954 Consulting, The Standard, WhiteLight Group, Delta Air Lines, and TriZetto. Guardian Life's subsidiary Park Avenue Securities offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm provides a range of financial planning and consulting solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment programs.

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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Laurie G

ChFC®, Series 63

Woodcliff Lake, NJ

Guardian Life

Laurie Goldsmith Heitner is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. She has been with Guardian Life in various capacities since 1992 and is engaged in the sale of insurance products related to employee benefits, pension planning, and life insurance through a sole proprietorship. Park Avenue Securities, 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 range of advisory and financial planning services, combining advisor-led management with model-based strategies and access to insurance and alternative investment 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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Sam B

ChFC®, Series 63

New York, NY

Guardian Life

Sam Beller is a financial advisor at Guardian Life with the designations ChFC® and Series 63, and has 57 years of industry experience. He has worked at Guardian Life and Park Avenue Securities for 26 years. Outside of his advisory role, he serves as Temporary Chairman of the Audit & Finance Committee for the Brooklyn College Foundation Board of Directors and provides small business and individual consulting on topics such as business growth and banking. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charities, and businesses. The firm provides a combination of advisor-led discretionary management, model-based strategies, and a digital advisory solution, with access to insurance products and alternative investments 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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Gracio G

Series 63, Series 65

Needham, MA

Guardian Life

Gracio Garcia is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having 24 years of industry experience. His work history includes long-term roles at Park Avenue Securities, Guardian Life Insurance Company, and involvement with the Gentle Giant Rowing Club. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of discretionary management and model-based strategies supported by proprietary programs and third-party platforms, with access to a range of insurance products and alternative investments.

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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Brady H

CFP®, Series 66

Charlotte, NC

Guardian Life

Brady Hemmerle is a CFP® and holds a Series 66 license, with eight years of industry experience. He is currently with Guardian Life and has previously worked at Stash Wealth, The Vanguard Group, and WPG Financial Group. Hemmerle is also engaged in an outside insurance business. He works within Guardian Life’s Park Avenue® Wealth Management, which serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses through a combination of advisor-led discretionary management and model-based strategies. The firm offers a range of financial planning, consulting, and investment services supported by 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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Jay B

Series 63, Series 65

Hollywood, FL

Guardian Life

Jay Baitner is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has eight years of industry experience and has worked with Park Avenue Securities since 2018. Baitner is also a co-founder of Alive & Wealth, LLC, an insurance and planning agency, and serves as a board member for Katz Yeshiva High School in Boca Raton. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to a range of clients including individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management alongside model-based strategies, with access to proprietary programs, third-party 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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Michael A

Series 66

Pittsburgh, PA

Guardian Life

Michael Alder is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and five years of industry experience. He has worked at Park Avenue Securities since 2021 and has been with Guardian Life Insurance Company since 2014. Outside of his advisory role, he is a member of the Swissvale Recreation Board and the Swissvale Zoning Board of Adjustments, and he manages a small commercial cleaning business. 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 combination of advisor-led discretionary management and 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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Robert S

ChFC®, Series 63, Series 65

Melville, NY

Guardian Life

Robert Schrier is a financial advisor with Guardian Life in Melville, NY, holding the ChFC®, Series 63, and Series 65 designations and bringing 40 years of industry experience. He has been with Guardian Life and its related entities since 1993. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals—including high-net-worth clients—corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of 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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Jonathan R

Series 63, Series 65

Brooklyn, NY

Guardian Life

Jonathan Rosenbaum is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 13 years of industry experience. His work history includes long-term roles at Park Avenue Securities and Guardian Life Insurance Company. He has a part-time involvement in selling insurance outside of Guardian. 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 financial planning, discretionary and model-based investment management, and 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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David D

Series 66

Tampa, FL

Guardian Life

David Duquette is a financial advisor with Guardian Life and holds a Series 66 designation. He has 11 years of industry experience, including roles at Park Avenue Securities and Guardian Life. Outside of his advisory work, he is involved with DHAPPS, LLC, a non-investment-related business. Guardian Life’s subsidiary, Park Avenue® Wealth Management, 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 a digital advisory solution, with tailored client services that also include access to insurance products and alternative investments.

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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