Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Aaron L

Series 66

Greenwood Village, CO

Guardian Life

Aaron Lewandowski is a financial advisor with Primerica Advisors based in Denver, CO. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he streams gaming content on YouTube and Twitch under the channels Hubris Gamer and InYourHubris. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages assets through various strategies, including model portfolios and alternative investments, and supports account-level lending and tax-efficient features.

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

John M

Series 66

Evansville, IN

Guardian Life

John Morrow is a financial advisor with Primerica Advisors in Wadesville, Indiana, holding a Series 66 designation and 23 years of industry experience. His prior firms include Guardian Life Insurance Company, Park Avenue Securities, 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, Inc. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including proprietary advisory programs and third-party investment platforms. The firm offers both discretionary and non-discretionary account management with diverse investment options and financial planning solutions.

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

Griffin N

Series 63, Series 66

Ball Ground, GA

Guardian Life

Griffin Nix is a financial advisor with Primerica Advisors in Ball Ground, GA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His career includes roles at Guardian Life Insurance Company, Park Avenue Securities, Morgan Stanley, and E*TRADE Securities LLC. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and business consulting. The firm manages approximately $15 billion in regulatory assets and supports a range of investment strategies and lending solutions.

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

Lauren K

Series 66, Series 63

Needham, MA

Guardian Life

Lauren Kuzmak Herrmann is a financial advisor with Guardian Life and holds Series 66 and Series 63 licenses. She has two years of industry experience and previously worked at Fidelity Brokerage Services, State Street Global Markets, Thomson Reuters, and PNC Bank. Outside of financial services, she was involved with Turbo CrossFIT for five years. She is affiliated with Park Avenue Securities LLC, which operates as Park Avenue® Wealth Management, a dually registered broker-dealer and SEC-registered investment adviser. The firm serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services.

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

Douglas R

Series 66

Needham, MA

Guardian Life

Douglas Reiss is a Series 66-licensed financial advisor with Primerica Advisors, based in Needham, MA, and has three years of industry experience. He has worked at Park Avenue Securities, LLC since 2021 and has been associated with The Guardian Life Insurance Co. of America since 2011. Outside of his advisory role, he is the owner of Reiss Capital LLC, a business entity established for a GA contract. 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 along with financial planning and retirement-plan consulting.

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

Kevin S

Series 63, Series 65

Needham, MA

Guardian Life

Kevin Schneider is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Park Avenue Securities and The Guardian Life Insurance Company since 2013. Outside of his advisory role, he serves on the finance and business development committee at Doc Wayne Youth Services and participates in the Bulfinch Group Charitable Foundation's grant evaluation process. 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 a range of brokerage and advisory services, utilizing 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
user avatar
firm logo

Eric L

Series 65, Series 63

Tallahassee, FL

Guardian Life

Eric Luallen is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 14 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 financial services, Luallen is a sports personality who broadcasts Florida State University baseball and basketball games. Park Avenue Securities, a subsidiary of Guardian Life, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs, offering both discretionary and non-discretionary advisory relationships.

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

Michael W

Series 63, Series 65

Paramus, NJ

Guardian Life

Michael Weiss 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 2004. Weiss also conducts life insurance business outside of Guardian. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, financial planning, and business consulting, utilizing a range of proprietary and third-party investment strategies and platforms.

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

Pamela S

Series 66

Lewis Center, OH

Guardian Life

Pamela Samsey is a financial advisor at Guardian Life with 23 years of industry experience and holds a Series 66 designation. Her career includes positions at Park Avenue Securities, JPMorgan Chase Bank, J.P. Morgan Securities, RW Baird, and LPL Financial. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage services, financial planning, and retirement consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory solutions, including proprietary and third-party model portfolios, along with a hybrid digital advisory platform.

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

Eloy A

Series 66

Scottsdale, AZ

Guardian Life

Eloy Acosta IV is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. His prior roles include positions at The Standard, WhiteLight Group, and Delta Air Lines. He is affiliated with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America that provides brokerage services, financial planning, and retirement plan consulting to individuals, corporate clients, and charitable organizations. The firm offers a range of investment advisory programs with both discretionary and non-discretionary options.

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

Laurie G

ChFC®, Series 63

Woodcliff Lake, NJ

Guardian Life

Laurie Goldsmith Heitner is a financial advisor with Primerica Advisors and holds the ChFC® and Series 63 designations. She has 42 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. She is also engaged in the sale of insurance products and operates a sole proprietorship under her name. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, financial planning, and retirement-plan consulting. The firm offers proprietary and third-party investment programs and supports a range of account-level services, including securities-based lending and tax-harvesting strategies.

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

Sam B

ChFC®, Series 63

New York, NY

Guardian Life

Sam Beller is a financial advisor with Primerica Advisors in New York, NY, holding the ChFC® designation and Series 63 license. He has 57 years of industry experience, including roles at Guardian Life Insurance and Park Avenue Securities since 2000. Outside of advisory work, he serves as Temporary Chairman of the Audit & Finance Committee on the Board of Directors for the Brooklyn College Foundation and provides small business and individual consulting on business growth and related topics. Primerica Advisors serves a broad retail client base with brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes a mix of proprietary and third-party investment strategies, offering a range of account-level services and 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
user avatar
firm logo

Gracio G

Series 63, Series 65

Needham, MA

Guardian Life

Gracio Garcia is a financial advisor with Primerica Advisors based in Winchester, MA, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2002. Outside of his advisory role, Garcia is involved with the Gentle Giant Rowing Club. 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 planning and consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms, 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
user avatar
firm logo

Brady H

CFP®, Series 66

Charlotte, NC

Guardian Life

Brady Hemmerle is a CFP® with eight years of industry experience currently with Guardian Life. His career includes roles at The Vanguard Group and Stash Wealth. He also maintains an outside insurance business. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients, utilizing a range of proprietary and third-party models.

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

Jay B

Series 63, Series 65

Hollywood, FL

Guardian Life

Jay Baitner is a financial advisor with Primerica Advisors based in Hollywood, FL, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Park Avenue Securities since 2018 and has been associated with Guardian Life Insurance Company since 2010. He serves as a board member of Katz Yeshiva High School in Boca Raton. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial planning and retirement-plan consulting. The firm utilizes a range of investment strategies through proprietary and third-party model portfolios and supports various account-level services such as securities-based lending and donor-advised funds.

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

Michael A

Series 66

Pittsburgh, PA

Guardian Life

Michael Alder is a financial advisor with Primerica Advisors based in Pittsburgh, PA, holding a Series 66 license and four 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 work, Alder serves on the Swissvale Recreation Board and the Swissvale Zoning Board of Adjustments, and he manages a small commercial cleaning business. Park Avenue Securities serves a broad retail client base including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services with a range of investment strategies implemented 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
user avatar
firm logo

Robert S

ChFC®, Series 63, Series 65

Melville, NY

Guardian Life

Robert Schrier is a financial advisor with Primerica Advisors in Brooklyn, NY, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including over 27 years with Primerica Advisors and a concurrent tenure at Guardian Life Insurance Company since 1993. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a wide range of retail clients through brokerage and advisory services. The firm offers proprietary advisory programs, third-party manager platforms, and financial planning solutions, managing approximately $15 billion in assets with a mix of discretionary and non-discretionary strategies.

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

Jonathan R

Series 63, Series 65

Brooklyn, NY

Guardian Life

Jonathan Rosenbaum is a financial advisor with Primerica Advisors based in Brooklyn, NY. He holds Series 63 and Series 65 licenses and has 12 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company. 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 and third-party portfolios, and supports various financial planning and consulting solutions.

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

David D

Series 66

Tampa, FL

Guardian Life

David Duquette is a financial advisor with Primerica Advisors based in Odessa, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2014. Outside of his advisory role, he is involved with DHAPPS, 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 a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various asset classes and account structures.

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

Henry S

Series 63

New York, NY

Guardian Life

Henry Schneider is a financial advisor at Primerica Advisors with 27 years of industry experience. He holds a Series 63 designation and has worked at Primerica Advisors and Guardian Life Insurance Co of America since 2010, as well as at Park Avenue Securities and Guardian Life Insurance Company since 2024. 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 alongside financial planning and retirement consulting. The firm employs a mix of proprietary and third-party investment strategies 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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")