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Henry S
Series 63
New York, NY
Guardian Life
Henry Schneider is a financial advisor at Guardian Life with 28 years of industry experience. He holds the Series 63 designation and has been with Guardian Life and its affiliates since 2010, including his current role at Park Avenue Securities. 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 range of financial planning and consulting services and combines advisor-led discretionary management with model-based strategies through proprietary and third-party platforms.
Alexander M
CFP®, ChFC®, Series 63, Series 66
Garden City, NY
Guardian Life
Alexander Miradoli is a CFP® and ChFC® professional with eight years of experience in financial advising. He is currently affiliated with Park Avenue Securities, LLC, a subsidiary of Guardian Life, where he has worked since 2017. His prior experience includes roles at Foresters Financial Services and a brief period at AppAcademy and Binghamton University. Park Avenue Securities LLC provides brokerage and advisory services to individual, corporate, retirement plan, and charitable clients. The firm employs a combination of advisor-led discretionary management and model-based strategies, offering tailored financial planning and investment solutions supported by proprietary programs and third-party platforms.
Paul D
ChFC®, Series 63, Series 65
Raleigh, NC
Guardian Life
Paul Dowd is a ChFC® credentialed financial advisor with 24 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2019. His prior experience includes roles at CapWealth Planning, Allstate Insurance Co., Principal Financial Services, GL Investment Services, and Valic Financial Advisors. He is also involved as an insurance broker outside of Guardian. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and 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 investment solutions.
Sergio J
CFP®, Series 63, Series 65
San Antonio, TX
Guardian Life
Sergio Jimenez Gudino is a CFP®-certified financial advisor with 17 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, having worked previously at firms including Dominion Capital LLC and Eagle Strategies. In addition to his financial advisory roles, he is actively involved in legal practice through ownership of law firms focusing on taxation, business, and estate planning. 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 tailored client solutions combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.
Tommy C
Series 66
Rye Brook, NY
Guardian Life
Tommy Cho is a financial advisor with Guardian Life and holds a Series 66 designation. He has recent experience at Guardian Life and Park Avenue Securities, beginning his career in 2025. Prior to joining Guardian Life, he worked at Deutsche Bank for nine years. 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 a range of financial planning and consulting services tailored to client needs.
Graham P
ChFC®, Series 66
Memphis, TN
Guardian Life
Graham Pollan is a financial advisor with Guardian Life holding the ChFC® designation and Series 66 license, with five years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities since 2020. Outside of his advisory role, he serves on the Bellevue Baptist Church Student Education Committee. Park Avenue Securities LLC, where he is affiliated, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and consulting services supported by both proprietary and third-party investment platforms.
Andrew K
Series 66
Needham, MA
Guardian Life
Andrew Kingston is a financial advisor at Guardian Life with a Series 66 designation and three years of industry experience. His prior work includes roles at Park Avenue Securities, The Bulfinch Group, Ustocktrade Securities, John Hancock, and Fidelity Brokerage Services LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.
Makoa H
Series 66
Costa Mesa, CA
Guardian Life
Makoa Hotz is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. His work history includes roles at Guardian Life Insurance and Park Avenue Securities. Outside of his advisory duties, he works as an independent contractor in insurance. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and retirement plan sponsors. The firm combines advisor-led discretionary management with model-based strategies and offers a variety of financial planning, consulting, and institutional services.
Ryan V
Series 66
Franklin, TN
Guardian Life
Ryan Vorhies is a financial advisor with Guardian Life holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Compass Advisory Group and Amazon, and he also serves as a pilot for United Airlines. 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 and model-based strategies, along with financial planning and consulting services tailored to client needs.
Holly C
Series 63, Series 66
Charlotte, NC
Guardian Life
Holly Curtis is a financial advisor with Guardian Life based in Charlotte, NC, holding Series 63 and Series 66 registrations and bringing 15 years of industry experience. Her career includes 14 years at LPL Financial and multiple roles within Guardian Life and Park Avenue Securities. 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 financial planning and consulting services, including access to alternative investments and integrated lending options.
John N
Series 66
Pewaukee, WI
Guardian Life
John Nolle is a financial advisor with Guardian Life and holds a Series 66 designation. He has been working at Guardian Life and its affiliated firm Park Avenue Securities since 2026. Prior to that, he was a student for 17 years. 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 tailored client relationships through 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.
Arthur K
Series 63
Cincinnati, OH
Guardian Life
Arthur Kube III is a financial advisor with Guardian Life and Park Avenue Securities in Cincinnati, OH, holding a Series 63 designation and 31 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2004. Outside of his advisory duties, he previously operated a test prep business called Ontrak College Funding LLC but has had no activity in it for at least 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, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies, alongside access to proprietary and third-party solutions, with tailored client relationships across various financial planning and consulting services.
Jean H
Series 63
Minnetonka, MN
Guardian Life
Jean Hegarty is a financial advisor at Guardian Life with a Series 63 designation and 35 years of industry experience. She has worked at Guardian Life and its affiliates since 2007 and currently operates Hegarty Consulting Group, an employee benefits firm serving small businesses. Hegarty also offers identity theft and prepaid legal services outside of her advisory role. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, high-net-worth clients, 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, with access to insurance products and alternative investments.
Eliot S
Series 66
Fort Myers, FL
Guardian Life
Eliot Sokalsky is a financial advisor with Guardian Life in Fort Myers, FL, holding a Series 66 designation and 20 years of industry experience. He has been with Guardian Life since 2008 and is also involved with Campuspeak Inc. Sokalsky provides financial programs for medical students and works as a consultant and coach within the financial services industry. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing access to proprietary and third-party solutions alongside insurance and alternative investment products.
Eryk W
Series 63, Series 66
Atlanta, GA
Guardian Life
Eryk Watson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and with four years of industry experience. Prior to his current role, he has worked at Northwestern Mutual Wealth Management and related entities. Outside of finance, he owns and manages E33 Eagles, a sports coaching and development business. Park Avenue Securities, a subsidiary of Guardian Life, serves individuals, corporate, and nonprofit clients with brokerage and advisory services, combining advisor-led discretionary management and model-based strategies supported by proprietary and third-party platforms.
Jason R
Series 66
Needham, MA
Guardian Life
Jason Rollins is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including time at Park Avenue Securities and The Bulfinch Group. Outside of his advisory role, he has experience with Boston Sports Card Exchange, LLC. Park Avenue Securities LLC, a subsidiary of 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, employing both advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.
Coletta A
Series 66
Melville, NY
Guardian Life
Coletta Alagia is a financial advisor at Guardian Life with a Series 66 license and entry-level industry experience. Her prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, JT Urraro, and Northwestern Mutual Life Insurance Company. Outside of finance, she has experience with Miss Colleens Elite Dancentre. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, businesses, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning, consulting, and education services tailored to client needs.
Paul S
Series 66
Las Vegas, NV
Guardian Life
Paul Sonnier is a financial advisor at Guardian Life with 11 years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Morgan Stanley. Sonnier is a part-owner of Profit Pulse Accounting Solutions, a business unrelated to investment advisory services. Park Avenue Securities, a subsidiary of 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 advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, alongside financial planning and consulting services.
Christopher J
Series 63, Series 65
Madison, WI
Guardian Life
Christopher Jelenc is a financial advisor at Guardian Life with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities since 2014. Jelenc serves on the Board of Directors for the Waunakee Chamber of Commerce. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and consulting, combining advisor-led discretionary management with model-based strategies and access to insurance and alternative investment products.
Joshua C
Series 66
Las Vegas, NV
Guardian Life
Joshua Crame is a financial advisor at Guardian Life with eight years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017. In addition to his advisory work, Crame is involved with Liberty ID, a company providing identity theft protection and recovery services. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers both brokerage and investment advisory services, combining advisor-led discretionary management with model-based strategies through proprietary and third-party platforms.
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