Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Luis O
Series 63, Series 66
Riverside, RI
Guardian Life
Luis Obando is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 12 years of industry experience, including eight years at Mass Mutual Investors Services and current roles at Park Avenue Securities and Guardian Life. Outside of advisory work, he owns and operates L G Financial, Inc., a non-investment-related business. Park Avenue Securities LLC, 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 employs a combination of advisor-led discretionary management and model-based strategies, providing access to proprietary programs, third-party advisory solutions, and integrated lending options.
Herbert O
Series 63
Melville, NY
Guardian Life
Herbert Oster is a financial advisor with Guardian Life in Melville, NY, holding a Series 63 designation and 42 years of industry experience. He has been with Guardian Life and its affiliated companies since 2012. Outside of his advisory role, he has a minority interest in thoroughbred horse ownership through Herbert J Oster, LLC. Guardian Life's subsidiary, Park Avenue® Wealth Management, 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, with tailored client relationships and access to proprietary and third-party investment solutions.
Darren V
ChFC®, Series 63, Series 65
Whitinsville, MA
Guardian Life
Darren Violette is a financial advisor with Guardian Life, holding the ChFC® designation and Series 63 and 65 licenses, with 22 years of industry experience. He has been with Guardian Life since 2012 and also worked at Park Avenue Securities from 2018 to 2019. Outside of his advisory role, he is involved in insurance services beyond Guardian when appropriate. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm employs advisor-led discretionary management alongside model-based strategies and provides a range of financial planning and consulting services supported by proprietary and third-party platforms.
Brett P
Series 63, Series 65
Middleboro, MA
Guardian Life
Brett Peroni is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Park Avenue Securities, Peroni Financial Group, and Guardian Life Insurance Company since 2005. Outside of his financial advisory work, he is involved with The S.E.A.L. Foundation, a nonprofit raising funds for children with learning disabilities. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individual, corporate, retirement plan, charitable, and business clients through a combination of brokerage and advisory services. The firm offers tailored investment management, financial planning, and access to proprietary and third-party solutions, with a range of operational and lending options integrated into client service.
Timothy P
Series 65
San Diego, CA
Guardian Life
Timothy Petrovich is a Series 65-licensed financial advisor with six years of industry experience. He is currently with Guardian Life and Park Avenue Securities, having previously worked at Cadaret Grant & Co., Inc., Securities America, Inc., and LPL Financial. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party advisory solutions.
Damon G
Series 63, Series 65
Tinton Falls, NJ
Guardian Life
Damon Gruss is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes long-term roles at Park Avenue Securities and Guardian Life Insurance Company of America, spanning over two decades. 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 through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory programs.
Joseph D
CFP®, ChFC®, Series 63, Series 65
Las Vegas, NV
Guardian Life
Joseph Delisi is a CFP® and ChFC® with 28 years of experience in the financial services industry. He has been affiliated with Guardian Life and its subsidiary Park Avenue Securities since 2006. Outside of his advisory role, he serves as treasurer of the Junior Leaders MMA Foundation and is involved in behavioral coaching ventures that focus on financial behavior and adviser business management. 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 a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions tailored to client needs.
Ryan H
CFP®, Series 63, Series 65
Pittsburgh, PA
Guardian Life
Ryan Hicks is a CFP® professional with 18 years of experience in the financial services industry. He currently works at Guardian Life and Park Avenue Securities, where he has been employed since 2019. Prior to that, he spent 11 years at MassMutual Life Insurance Company. 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 a range of advisory and consulting services, combining advisor-led discretionary management with model-based strategies and digital solutions tailored to client needs.
Anita M
Series 63, Series 65
Loudonville, NY
Guardian Life
Anita Morin is a financial advisor with Guardian Life in Loudonville, NY, holding Series 63 and Series 65 licenses and 24 years of industry experience. She has been with Guardian Life since 2010 and has operated as a self-employed consultant since 2008. Morin serves as a director of the Estate Planning Council of Eastern New York and is the assistant treasurer for the Fort Orange Garden Club; she also runs a fee-based consulting business focused on business and estate planning. Guardian Life’s Park Avenue® Wealth Management provides brokerage and advisory services to individuals, retirement plans, and organizations, combining advisor-led discretionary management with model-based strategies through proprietary and third-party platforms. The firm offers tailored client relationships that include financial planning, consulting, and access to a range of investment and lending solutions.
Christopher W
ChFC®, Series 66
Myerstown, PA
Guardian Life
Christopher Wenger is a ChFC® and Series 66 licensed advisor with Guardian Life, where he has worked since 2010. He has 23 years of industry experience and is based in Myerstown, PA. Outside of his primary role, he is involved in insurance products and services beyond Guardian through a separate business activity. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to a diverse client base, including individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party programs, supporting tailored client solutions.
Evan H
Series 66
New York, NY
Guardian Life
Evan Harnik is a financial advisor at Guardian Life with 15 years of industry experience. He holds a Series 66 designation and has worked with both Guardian Life Insurance Company and its subsidiary Park Avenue Securities since 2008. Outside of his advisory role, he occasionally assists clients in obtaining insurance products beyond the Guardian portfolio. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, 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.
Cole G
Series 66
Moorestown, NJ
Guardian Life
Cole Gregan is a financial advisor at Guardian Life with four years of industry experience and holds a Series 66 designation. His prior roles include positions at BNY Mellon Securities Corporation and Merrill. He operates within Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, which 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 a range of integrated financial services.
Brian L
Dayton, OH
Guardian Life
Brian Leen is a financial advisor with Guardian Life in Dayton, OH, holding 30 years of industry experience. He has been with Guardian Life since 2007. Outside of his advisory role, he is involved in health care benefits consulting through LS Benefits Consulting LLC. Guardian Life’s affiliate, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers both advisor-led discretionary management and model-based strategies, combining access to insurance products, alternative investments, and integrated lending solutions.
Brayden C
Series 66
Charlotte, NC
Guardian Life
Brayden Curtis is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Guardian Life, Park Avenue Securities, and Consolidated Planning Holdings. Outside of finance, he has been involved with animal-related organizations such as Meowtel and Best Friends Animal Society. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and 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 access to proprietary programs and third-party solutions.
Brett G
Series 66
Atlanta, GA
Guardian Life
Brett Godwin is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and has previously worked with Ashford Advisors and Park Avenue Securities. Outside of his advisory role, he conducts private soccer training. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and advisory services to individuals, businesses, and charitable organizations. 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.
John N
ChFC®, Series 63
New York, NY
Guardian Life
John Neumann is a financial advisor with Guardian Life and holds the ChFC® and Series 63 designations. He has 36 years of industry experience and has worked at firms including Park Avenue Securities, P.J. Robb Variable Corp., Crump Life Insurance Services, and MassMutual Financial Group. 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 combination of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms, with tailored client relationships managed by individual adviser representatives.
Antonio J
Series 63, Series 65
Greenville, SC
Guardian Life
Antonio Jenkins is a financial advisor at Guardian Life with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Park Avenue Securities and Guardian since 2015. He also has involvement in insurance offerings outside of Guardian, including Medicare Advantage and other health-related products. 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 advisor-led discretionary management alongside model-based strategies and integrates various platforms and tools to tailor client relationships and investment solutions.
Anthony P
Series 63, Series 65
Lexington, KY
Guardian Life
Anthony Pooler is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2014, with an additional year at OneAmerica Securities. 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 advisory solutions, combining advisor-led discretionary management with model-based strategies and access to insurance and alternative investment products.
April S
Series 63, Series 65
Tallahassee, FL
Guardian Life
April Schoen is a financial advisor with Guardian Life and holds the Series 63 and Series 65 licenses. She has 14 years of industry experience and has worked with Park Avenue Securities and Guardian Life since 2014. In addition to her advisory role, she engages in compensated speaking engagements on retirement planning topics and serves as a Durable Power of Attorney and Successor Trustee. 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 management with model-based strategies through proprietary and third-party platforms.
Kelsey R
Series 63, Series 65
Sacramento, CA
Guardian Life
Kelsey Robinson I is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. She has three years of industry experience and previously worked with Northwestern Mutual and Redwood Mortgage Company. Robinson also served in the United States Navy Reserves for seven years. Guardian Life’s Park Avenue® Wealth Management 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 through advisor-led discretionary management and model-based strategies, utilizing proprietary programs and third-party platforms.
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.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters