Nichole Mayer is a CFP® professional with 11 years of industry experience, currently affiliated with Primerica Advisors. She has held roles at Guardian Life Insurance Company and Park Avenue Securities since 2014. Mayer also serves as Professional Development Co-Chair for the Society of Women Engineers. 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 mix of proprietary and third-party investment strategies across various account types.

Gregory Kreiner is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 19 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, he is involved with Great Lakes Financial Network, focusing on health and life insurance sales. Park Avenue Securities LLC serves a diverse retail client base through brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages approximately $15 billion in assets and supports a range of investment strategies and account services.

Christopher Johnson is a financial advisor with Primerica Advisors based in Atlanta, GA. He holds a Series 66 designation and has six years of industry experience. His prior roles include positions at Park Avenue Securities LLC, Guardian Life Insurance Company of America, and Wells Fargo Capital. Outside of advisory work, he is involved in insurance sales unrelated to Guardian Life. Park Avenue Securities LLC serves a diverse retail client base, including individual investors, high-net-worth clients, charitable organizations, and corporations. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies across multiple account types.

Steven Earhart is a CFP® and ChFC® with 44 years of experience in the financial services industry. He is currently affiliated with Park Avenue Securities and Guardian Life Insurance Company, where he has worked since 2009. Earhart serves as an Associate Editor for The Society of Financial Services Professional Journal and is Chair of the Board for the Perkiomen Valley Chamber of Commerce. He is also involved in various community and advisory roles, including church finance and alumni boards. 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 services, utilizing a range of proprietary and third-party investment programs and providing integrated financial planning, retirement, and business consulting solutions.

Mark Connely is a CFP® with 29 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. He has worked at Guardian Life Insurance Company since 1998 and has been with Primerica Advisors since 1999. Outside of his advisory work, he is involved in a music business venture and operates several business entities related to insurance and investment activities. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services. The firm utilizes a range of proprietary and third-party investment strategies and provides various account-level solutions such as lending and donor-advised funds.

David Satterwhite is a financial advisor with Guardian Life in Winston-Salem, NC, holding a Series 66 designation and 10 years of industry experience. He has been with Guardian Life since 2015. Outside of his advisory role, he has a minority ownership interest in Do The Opposite, LLC, and is involved with Deep Roots WS LLC, an entity focused on investment real estate opportunities. Guardian Life’s Park Avenue Wealth Management serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs using both proprietary and third-party models.

Roxanna Kiessling is a financial advisor with Primerica Advisors, holding a Series 66 credential and four years of industry experience. She has worked at Park Avenue Securities since 2021 and Guardian Life Insurance Company since 2020. Kiessling serves as Public Relations Director for the Rotary Club of East Honolulu and holds leadership roles on the boards of Na Wahine Pa'ani o Punahou and Organization of Women Leaders Hawaii. Park Avenue Securities LLC serves a broad retail client base with both brokerage and advisory services, offering proprietary model portfolios, third-party investment options, and financial planning solutions. The firm supports various investment strategies and account services for individual and institutional clients.

Nicholas Miradoli is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has one year of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to entering the financial industry, he worked at Strathmore Vanderbilt Country Club for seven years and at Manhasset Secondary School for four years. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services alongside financial and retirement planning. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services including lending solutions and donor-advised funds.

Dylan Grocer is a CFP® and ChFC® professional with five years of industry experience, currently affiliated with Guardian Life in Needham, MA. He has worked at Guardian Life and Park Avenue Securities since 2020 and has previous experience with The Bulfinch Group and several other businesses. Outside of financial advising, he is involved in life coaching and personal development services focused on personal growth, career advancement, and leadership skills. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage, financial planning, and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory solutions, including model portfolios and a hybrid digital advisory platform.

Michael Oberholzer is a financial advisor with Primerica Advisors, holding a Series 63 designation and 28 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2019, with prior roles at Pruco Securities, The Prudential Insurance Company of America, and The Romig Agency. He serves on the Tuscarawas Central Catholic High School Finance Committee. 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 and business consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports a range of account services including lending and donor-advised funds.

Kyle Storey is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of experience in the financial services industry, including his current role at Park Avenue Securities and Guardian Life Insurance Company. Prior to this, he spent 13 years at United Pool Distribution, Inc. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

Christopher Weber is a Series 66-licensed financial advisor with Primerica Advisors, based in New York, NY, and has 15 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2009 and 2010, respectively. Weber assists clients in acquiring disability insurance through companies other than Berkshire. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services such as lending solutions and donor-advised funds.

James Bricker is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and over 21 years of industry experience. He has worked with Park Avenue Securities, Guardian Life Insurance Company of America, and the Bulfinch Group since the early 2000s. In addition to his advisory work, he assists business owners with career and business management issues. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and business consulting. The firm implements investment strategies through proprietary and third-party portfolios and provides various account-level services including lending solutions and donor-advised funds.

Joseph Gass is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding Series 63 and Series 65 licenses, and has four years of industry experience. He has worked with New York Life Insurance Company and NYLIFE Securities LLC, and has additional experience outside finance in accounting and culinary fields. Gass also works as an independent contractor for DG Accounting, Inc. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves 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 with discretionary and non-discretionary options.

Jessica Simpson is a financial advisor with Primerica Advisors, holding a Series 66 designation and eight years of industry experience. She previously worked at RBC Capital Markets LLC for ten years and is currently associated with Guardian Life Insurance Company and Park Avenue Securities. Outside of her advisory role, she serves as the Executive Committee Treasurer of a local yacht club. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a variety of investment strategies through proprietary models, third-party managers, and digital advice platforms, managing approximately $15 billion in regulatory assets under management.

Carl Lutz is a ChFC® credentialed financial advisor with 27 years of industry experience. He is currently affiliated with Primerica Advisors and has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2008. Outside of his advisory work, he is involved in coaching at the Soul Purpose Institute and serves as a member of a homeowners association board. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and fee-based advisory services along with financial and business consulting. The firm utilizes a blend of proprietary and third-party investment strategies and supports a range of account types and services, including lending solutions and donor-advised funds.

Michaela Casey is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 license and four years of industry experience. She has worked at Certified Financial Services and currently serves as a cantor at Saint Patrick's Church, leading the congregation in singing. Michaela is also involved in music performance with her family group KC Sisters and owns a music publishing company that manages royalties from their published songs. Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and investment advisory programs through a mix of proprietary and third-party models.

Brian Smith is a CFP® credentialed financial advisor with 32 years of industry experience, currently associated with Guardian Life and Park Avenue Securities in Pittsburgh, PA. He holds a limited attorney role drafting wills and serves on the boards of the Andrew C. Virostek Foundation and Lifetime Financial Growth. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a 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 advisory programs including discretionary and non-discretionary portfolio management.

John Balzer is a financial advisor with Primerica Advisors in Topsfield, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been affiliated with Guardian Life Insurance Company and Park Avenue Securities since 2013. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Paul Ellington is a CFP® and ChFC® with 37 years of industry experience. He has been with Primerica Advisors since 1999 and has held roles at Peachtree Planning Corporation and Guardian Life Insurance Company since the late 1980s. He is involved with the Wealth & Wisdom Educational Center, which focuses on topics such as home mortgage details, government debt issues, taxation, and interest rate trends. Primerica Advisors 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 proprietary model portfolios, third-party managers, and a digital advice platform to implement a variety of investment strategies.