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Alexander M

CFP®, ChFC®, Series 66, Series 63

Garden City, NY

Guardian Life

Alexander Miradoli is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding CFP® and ChFC® designations and Series 66 and 63 licenses. He has eight years of industry experience and has held positions at both firms since 2017 and 2018, respectively. His background also includes a brief tenure at AppAcademy and Foresters Financial Services. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships using a variety 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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Paul D

ChFC®, Series 63, Series 65

Raleigh, NC

Guardian Life

Paul Dowd is a ChFC® credentialed financial advisor with 23 years of industry experience. He is currently with Primerica Advisors and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, CapWealth Planning, and Allstate Insurance Co. In addition to his advisory role, he is also an insurance broker for products other than Guardian. Primerica Advisors serves a broad retail client base, offering transaction-based brokerage and fee-based advisory services, financial planning, and retirement-plan consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports a variety of 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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Sergio J

CFP®, Series 63, Series 65

San Antonio, TX

Guardian Life

Sergio Jimenez Gudino is a CFP® professional with 16 years of experience, currently affiliated with Primerica Advisors in San Antonio, TX. His prior roles include positions at Guardian Life Insurance, Park Avenue Securities, Dominion Capital LLC, and New York Life Insurance Company. Outside of his advisory work, he owns and operates Jimenez Wealth Legal Advisors, a law firm specializing in taxation, business, and estate planning, and manages a consulting entity supporting legal services in Mexico. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice solutions, supporting discretionary and non-discretionary accounts with diverse investment options.

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

Series 66

Rye Brook, NY

Guardian Life

Tommy Cho is a financial advisor at Guardian Life with a Series 66 designation and over eight years of industry experience, including nine years at Deutsche Bank. He has also worked with Public Partnerships Home Care LLC and NAE Edison LLC. Cho is currently associated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships, using a range of in-house 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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Graham P

ChFC®, Series 66

Memphis, TN

Guardian Life

Graham Pollan is a financial advisor with Guardian Life and holds the ChFC® and Series 66 designations. He has five years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Pollan is involved in community activities through his participation in the Bellevue Baptist Church Student Education Committee. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, including high-net-worth clients, pension plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary advisory services utilizing model portfolios from in-house and third-party managers, along with a hybrid digital advisory solution.

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

Series 66

Needham, MA

Guardian Life

Andrew Kingston 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 firms including Park Avenue Securities, Guardian Life Insurance Company, and Fidelity Brokerage Services. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party models, supporting various account types and features such as securities-based lending and tax harvesting.

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

Series 66

Costa Mesa, CA

Guardian Life

Makoa Hotz is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, he maintains an independent insurance contractor business. 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 consulting, and a mix of proprietary and third-party advisory programs.

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

Series 66

Franklin, TN

Guardian Life

Ryan Vorhies is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. Prior to joining Guardian Life and Park Avenue Securities in 2024, he worked at Compass Advisory Group and held roles at Amazon and United Airlines. Outside of his advisory work, Vorhies is a pilot for United Airlines. Park Avenue Securities LLC, part of Guardian Life, serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a range 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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Holly C

Series 66, Series 63

Charlotte, NC

Guardian Life

Holly Curtis is a financial advisor at Guardian Life with 15 years of industry experience. She holds Series 66 and Series 63 licenses and has worked with Guardian Life, Park Avenue Securities, and LPL Financial. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals—including high-net-worth clients—retirement plans, charitable organizations, and corporate clients by providing brokerage, financial planning, retirement consulting, and investment advisory services through a variety of proprietary and third-party programs.

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

Series 66

Madison, WI

Guardian Life

John Nolle is a financial advisor with Guardian Life and holds a Series 66 designation. He has been with Guardian Life and Park Avenue Securities since 2026. Prior to his advisory role, he was a student for 17 years. 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. The firm offers brokerage services, financial planning, retirement plan consulting, and a range 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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Arthur K

Series 63

Cincinnati, OH

Guardian Life

Arthur Kube III is a financial advisor with Primerica Advisors and holds a Series 63 designation. He has 31 years of industry experience, including over two decades at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he previously operated a test preparation business, Ontrak College Funding LLC, though there has been no activity in that venture for several years. Park Avenue Securities LLC serves a diverse retail client base with transaction-based brokerage and fee-based advisory services, offering a range of proprietary and third-party investment programs alongside financial planning and consulting solutions.

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

Series 63

Minnetonka, MN

Guardian Life

Jean Hegarty is a financial advisor with Primerica Advisors and holds a Series 63 designation. She has 34 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of her advisory work, she operates Hegarty Consulting Group, an employee benefits firm serving small businesses. 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
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Eliot S

Series 66

Fort Myers, FL

Guardian Life

Eliot Sokalsky is a financial advisor with Primerica Advisors in Fort Myers, FL, holding a Series 66 designation and over 20 years of industry experience. He has been affiliated with Primerica Advisors and Guardian Life Insurance Co of America since 2008. Outside of his advisory role, he provides financial education programs for medical students and works as a consultant and coach within the financial services industry. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering a range of brokerage and advisory services supported by proprietary and third-party investment strategies.

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

Series 66, Series 63

Atlanta, GA

Guardian Life

Eryk Watson is a financial advisor at Guardian Life with four years of industry experience. He holds Series 66 and Series 63 licenses. Prior to his current role, Watson worked at Northwestern Mutual in various capacities and owns E33 Eagles, a non-financial business focused on coaching, scheduling, and budgeting. He is affiliated with Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life that serves individuals, pension plans, charitable organizations, and corporate clients through brokerage services, financial planning, and investment advisory programs.

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

Series 66

Needham, MA

Guardian Life

Jason Rollins is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life. He holds the Series 66 designation and has professional experience that includes roles at Commonwealth Properties Residential and other firms since 2006. Outside of finance, he has been involved with Boston Sports Card Exchange, LLC. Park Avenue Securities serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

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

Series 66

Melville, NY

Guardian Life

Coletta Alagia is a financial advisor with Guardian Life and holds a Series 66 designation. She has been in the industry since 2021, with experience at Northwestern Mutual Life Insurance Company, JT Urraro, Guardian Life Insurance Company, and Park Avenue Securities. Prior to her financial career, she was involved in dance instruction at Miss Colleens Elite Dancentre. 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 a range of clients including individuals, pension plans, charitable organizations, and corporations, offering brokerage, financial planning, and advisory services using both proprietary and third-party investment programs.

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

Series 66

Las Vegas, NV

Guardian Life

Paul Sonnier is a financial advisor with Primerica Advisors, holding a Series 66 designation and bringing 10 years of industry experience. He has worked extensively with Guardian Life Insurance and Park Avenue Securities since 2016, including roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of his advisory work, he is a part-owner of Profit Pulse Accounting Solutions. 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 combination of brokerage and advisory services, utilizing proprietary model portfolios, third-party managers, and a digital advice platform to provide a range of investment strategies.

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

Series 63, Series 65

Madison, WI

Guardian Life

Christopher Jelenc is a financial advisor with Primerica Advisors based in Madison, WI, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked at Park Avenue Securities since 2014 and at Guardian Life Insurance since 2013. Outside of his advisory role, he serves on the Board of Directors for the Waunakee Chamber of Commerce. 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, employing proprietary and third-party investment strategies and supporting various account-level features such as lending solutions and tax-harvesting.

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

Series 66

Las Vegas, NV

Guardian Life

Joshua Crame is a financial advisor with Guardian Life and holds a Series 66 designation. He has eight years of industry experience, including roles at Park Avenue Securities and Guardian Life since 2017. Outside of his advisory work, he is involved with Liberty ID, a company providing identity theft protection and recovery services. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, including proprietary and third-party investment programs, combining discretionary and non-discretionary advisory relationships.

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

Series 63, Series 66

Riverside, RI

Guardian Life

Luis Obando is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 designations and possessing 12 years of industry experience. His prior work includes eight years at Mass Mutual Investors Services and nine years with Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he is the owner of L G Financial, Inc., a business unrelated to investment services. 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 offers a range of brokerage and advisory services, including model portfolio management and a hybrid digital advisory solution.

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