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Mark S
ChFC®, Series 66
Fort Collins, CO
Guardian Life
Mark Saunders is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has one year of industry experience and previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, Saunders is involved as a small group leader and serves on a financial review board in Fort Collins, CO. 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 proprietary and third-party investment strategies across multiple platforms.
Daniel S
Series 66
Buffalo, NY
Guardian Life
Daniel Schlein is a financial advisor with Primerica Advisors based in Williamsville, NY, holding a Series 66 designation and six years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2017. Schlein is also involved in an insurance-related business outside of Guardian Life. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm uses a combination of proprietary model portfolios, third-party managers, and digital advice solutions to implement investment strategies across various account types.
Robert R
Series 66
Southfield, MI
Guardian Life
Robert Runco is a financial advisor with Primerica Advisors, holding a Series 66 designation and working in the Southfield, MI area. He has experience at Park Avenue Securities, Guardian Life Insurance Company, and Lifetime Financial Growth. Prior to his advisory roles, he worked in education at the University of Michigan, Seaholm High School, and Derby Middle School. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice solutions, supporting various account types and lending options.
Lucas M
Series 66
Florham Park, NJ
Guardian Life
Lucas Murphy is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has two years of industry experience and has worked with firms including Guardian Life Insurance Company, Park Avenue Securities, and Northeast Private Client Group. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm utilizes proprietary and third-party investment strategies and provides a range of account-level services including lending solutions and donor-advised fund options.
Enrique E
Series 65, Series 63
San Diego, CA
Guardian Life
Enrique Enriquez is a financial advisor with Guardian Life in San Diego, CA, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. He has worked at Pacific Advisors and Guardian since 2013. Enriquez is also involved with Armorcrest Insurance Services LLC, a property and casualty insurance company focusing on home, auto, and commercial insurance. Guardian Life's subsidiary, Park Avenue Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and a range of investment advisory programs.
Robert H
ChFC®, Series 63
Raritan, NJ
Guardian Life
Robert Hardgrove is a ChFC®-designated financial advisor with 42 years of industry experience, currently affiliated with Primerica Advisors. He has worked at Guardian Life Insurance since 1999 and was also associated with Park Avenue Securities from 2019 to 2021. Outside of his advisory work, he serves as President of the Foundation of the Rotary Club of Somerville and Bridgewater, where he oversees fundraising and community contributions. Primerica Advisors is part of an enterprise that serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party models, catering to individual and institutional clients.
Steven F
Series 63
Woodcliff Lake, NJ
Guardian Life
Steven Fishman is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 42 years of industry experience. His prior work includes roles at Kestra Financial Services and multiple tenures at Park Avenue Securities and Guardian Life. Fishman assists the Jewish Community Foundation of Metrowest, NJ, by helping them manage over 70 donated life insurance policies. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.
Thomas P
Series 63
Melville, NY
Guardian Life
Thomas Palmeri is a financial advisor with Primerica Advisors in Melville, NY, holding a Series 63 designation and 39 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2010. Outside of his advisory role, Palmeri volunteers as the kitchen manager at The INN @ St Francis soup kitchen and serves in leadership positions with the Patchogue Rotary Club and as Treasurer on the NAIFA New York State Executive Committee. Primerica Advisors operates as part of a large enterprise serving a broad retail client base with brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm utilizes a variety of proprietary and third-party investment strategies and platforms to meet diverse client needs.
Therese Frances C
Series 63, Series 66
Tampa, FL
Guardian Life
Therese Frances Cutter is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 66 designations and possessing 32 years of industry experience. She has been with Primerica Advisors since 1999 and also maintains a longstanding association with Guardian Life Insurance Company since 1990. Outside of her advisory work, she serves as Co-Chair of the Floridian Club. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a range of proprietary and third-party investment programs and provides account-level services such as lending solutions and donor-advised fund options.
Cole V
Series 63, Series 65
Houston, TX
Guardian Life
Cole Vanassche is a financial advisor with Guardian Life in Houston, TX, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. He worked at New York Life Insurance Company for 10 years prior to joining Guardian Life in 2024. Vanassche also teaches and helps individuals prepare for the CLTC designation exam as a Certified Long-Term Care instructor. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage, financial planning, retirement consulting, and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients, offering both discretionary and non-discretionary investment solutions including proprietary and third-party model portfolios.
Christine L
Series 63, Series 65
Irvine, CA
Guardian Life
Christine Lapidus is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 14 years of industry experience. She has worked at Park Avenue Securities LLC and Guardian Life Insurance Company throughout her career. In addition to her advisory role, she sells fixed life, health, and disability insurance products outside of Guardian. 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 brokerage and advisory relationships with various proprietary and third-party investment programs, integrating multiple strategies and services across a large network of advisers.
Klara M
Series 63
Lynbrook, NY
Guardian Life
Klara Muratova is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 29 years of industry experience. She has worked at Primerica Advisors and Guardian Life Insurance Company from 2010 to 2020, and has been with Park Avenue Securities and Guardian Life Insurance Company since 2020. In addition to her advisory role, she serves as assistant treasurer for a condominium board, acting as a liaison between the CPA and the board. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a mix of proprietary and third-party investment strategies across various account types.
Joshua D
Series 66
Kahului, HI
Guardian Life
Joshua Dutcher is a financial advisor with Primerica Advisors, holding a Series 66 credential and five years of industry experience. His work history includes roles with Guardian Life Insurance Company and Park Avenue Securities. Dutcher has also operated a small insurance business outside of Guardian. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services along with financial planning and retirement-plan consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.
Jason F
CFP®, ChFC®, Series 63, Series 65
Las Vegas, NV
Guardian Life
Jason Frederico is a financial advisor with Primerica Advisors in Las Vegas, NV, holding CFP® and ChFC® designations and possessing 17 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2011. Outside of his advisory role, Frederico serves as president of The Gentleman's League, a nonprofit organization, and is co-owner of Candlesense, a fire retardant gel business. 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 mix of proprietary and third-party investment strategies and provides a range of financial planning, retirement, and business consulting services.
Sandra W
ChFC®, Series 66
San Diego, CA
Guardian Life
Sandra Williams is a financial advisor with Guardian Life and Park Avenue Securities, holding ChFC® and Series 66 credentials and has seven years of industry experience. She also has ongoing involvement with The W Coaching Group, Inc., a business coaching firm she founded. Additionally, she is a published author and a certified Kolbe Consultant. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships with access to proprietary and third-party model portfolios.
Jack C
Series 63, Series 65
Costa Mesa, CA
Guardian Life
Jack Chou is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company in multiple roles since 2018, and previously at MML Investors Services LLC and MassMutual Life Insurance Company. Outside of his advisory work, he serves as a trustee for his parents’ investment and pension accounts. 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 fee-based advisory services alongside financial and retirement planning. The firm uses a combination of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.
Michael M
Series 66
Phoenixville, PA
Guardian Life
Michael Mazzarella is a financial advisor with Guardian Life and holds a Series 66 designation. He has nine years of industry experience, including roles at Park Avenue Securities and Guardian Life since 2016. He is also involved with Physicians Consulting Group, where he sells disability and life insurance. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs.
Ernest G
ChFC®, Series 65, Series 63
Saugerties, NY
Guardian Life
Ernest Guerriero is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 65 and Series 63 licenses. He has 36 years of industry experience and has worked with several firms including Ameritas Investment Corp and Securities Mutual Life Insurance. He serves on the board of the Society of Financial Service Professionals and works as an independent contractor for The American College. 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 retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both proprietary and third-party investment advisory programs, with advisory relationships that can be discretionary or non-discretionary.
Taylor W
Series 66
Honolulu, HI
Guardian Life
Taylor Wong is a Series 66-licensed financial advisor with Primerica Advisors, based in Honolulu, HI, and has 12 years of industry experience. He has worked at Park Avenue Securities since 2012 and Guardian Life Insurance Company since 2011. Outside of his advisory work, Wong manages multiple rental properties in Texas. Primerica Advisors serves a broad retail client base including individual and high-net-worth investors, offering brokerage and advisory services alongside financial and retirement planning. The firm uses a combination of proprietary and third-party investment strategies across various account types and supports lending and credit solutions tied to advisory accounts.
Eric T
Series 66
Paramus, NJ
Guardian Life
Eric Tarlo is a financial advisor with Guardian Life and holds a Series 66 designation. He has worked in the financial services industry since 2022, with prior experience at Certified Financial Services and Thatcher McGhee's. His background also includes roles outside finance, such as positions at Wise Music Group and Valley Stables. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a mix of proprietary and third-party investment advisory programs.
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