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Gregory K

Series 63, Series 66

Southfield, MI

Guardian Life

Gregory Kreiner is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 19 years of industry experience, including roles at Park Avenue Securities and Guardian Life since 2009. Outside of his advisory work, he is involved with Great Lakes Financial Network in health and life insurance sales. He works with Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Christopher J

Series 66

Atlanta, GA

Guardian Life

Christopher Johnson is a financial advisor at Guardian Life and Park Avenue Securities LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Capital. Outside of advisory services, he is involved in insurance sales in the Atlanta area. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides financial planning, discretionary and non-discretionary management, and access to proprietary and third-party investment solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Steven E

CFP®, ChFC®, Series 63, Series 65

King of Prussia, PA

Guardian Life

Steven Earhart is a financial advisor with Guardian Life and holds the CFP® and ChFC® designations, along with Series 63 and Series 65 licenses. He has 44 years of industry experience and has worked at firms including Park Avenue Securities and Equitable Advisors. Earhart serves as the Associate Editor of The Society of Financial Services Professional Journal and is Chair of the Perkiomen Valley Chamber of Commerce Board. Park Avenue Securities LLC, a 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 combination of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms, tailoring relationships to meet client needs with access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Mark C

CFP®, Series 63, Series 65

Houston, TX

Guardian Life

Mark Connely is a CFP® with 30 years of experience in the financial services industry, currently affiliated with Guardian Life and Park Avenue Securities. He has been with Guardian Life since 1998 and Park Avenue Securities since 2022. Outside of his advisory work, he is involved in a music business and co-manages a business partnership focused on hiring and event operations. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, 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 advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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David S

Series 66

Winston-Salem, NC

Guardian Life

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 holds ownership interests in investment-related entities including Do The Opposite, LLC and Deep Roots WS LLC. Guardian Life, through its 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 range of financial planning, consulting, and investment management solutions, blending advisor-led discretionary management with model-based strategies and digital advisory platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Roxanna K

Series 66

Honolulu, HI

Guardian Life

Roxanna Kiessling is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and five years of industry experience. Her work history includes roles at both firms as well as prior experience in marketing and orthodontics. Kiessling is involved in community organizations in Honolulu, serving as Public Relations Director for the Rotary Club of East Honolulu, Vice President on the board of Na Wahine Pa'ani o Punahou, and Secretary for the Organization of Women Leaders Hawaii. 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 a range of tailored financial planning, discretionary and non-discretionary management strategies, and access to proprietary and third-party investment programs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Nicholas M

Series 66

Garden City, NY

Guardian Life

Nicholas Miradoli is a financial advisor with Guardian Life 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 for seven years at Strathmore Vanderbilt Country Club and four years at Manhasset Secondary School. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. 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.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Dylan G

CFP®, ChFC®, Series 66

Needham, MA

Guardian Life

Dylan Grocer is a CFP® and ChFC® with five years of industry experience. He currently works at Guardian Life and Park Avenue Securities, where he has been employed since 2020. Outside of his advisory role, he provides life coaching and personal development services focused on growth, career advancement, and leadership skills. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plans, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and various integrated financial solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Michael O

Series 63

Canton, OH

Guardian Life

Michael Oberholzer is a financial advisor with Guardian Life in Canton, OH, holding a Series 63 designation and 28 years of industry experience. He has previously worked at Park Avenue Securities, Pruco Securities, The Prudential Insurance Company of America, and The Romig Agency, Inc. He serves on the finance committee at Tuscarawas Central Catholic High School. Park Avenue Securities LLC, a wholly owned 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 access to proprietary and third-party advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Kyle S

Series 66

Columbus, OH

Guardian Life

Kyle Storey is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His prior work includes 13 years at United Pool Distribution, Inc. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm provides customized financial planning and investment management solutions using both advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Christopher W

Series 66

New York, NY

Guardian Life

Christopher Weber is a financial advisor at Guardian Life with 16 years of industry experience. He holds a Series 66 designation and has worked at both Park Avenue Securities and Guardian Life Insurance Company since 2009. Park Avenue Securities LLC, a subsidiary of Guardian Life, 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 access to proprietary programs, third-party advisory solutions, and insurance products through its connection with Guardian Life.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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James B

Series 63, Series 65

Needham, MA

Guardian Life

James Bricker is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company of America since 2004 and has been involved with Bulfinch Group since 2003. In addition to his advisory work, he assists business owners with career, management, and business relationship issues. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers tailored financial planning and management through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Joseph G

Series 63, Series 65

Sunrise, FL

Guardian Life

Joseph Gass is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has four years of industry experience, including prior roles at New York Life Insurance Company and NYLIFE Securities LLC. Outside of his advisory work, he serves as an independent contractor for DG Accounting, Inc. Joseph is affiliated with Park Avenue Securities LLC, a 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 a combination of advisor-led discretionary management and model-based strategies, alongside access to proprietary wrap programs and third-party advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Jessica S

Series 66

Wall, NJ

Guardian Life

Jessica Simpson is a financial advisor at Guardian Life with eight years of industry experience. She holds the Series 66 designation and previously worked for RBC Capital Markets LLC for ten years. She serves as Executive Committee Treasurer of a local yacht club. Jessica is affiliated with Park Avenue Securities LLC, a subsidiary of Guardian Life, which provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment solutions, combining advisor-led discretionary management with model-based strategies and digital advisory options.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Carl L

ChFC®, Series 63, Series 65

Punta Gorda, FL

Guardian Life

Carl Lutz is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience and has worked with Guardian Life and Park Avenue Securities since 2008. Outside of his advisory role, he is involved in coaching through the Soul Purpose Institute and serves as a member of a condominium homeowners association board. Park Avenue Securities LLC, 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 a combination of advisor-led discretionary management and model-based strategies, alongside financial planning, consulting, and access to proprietary and third-party investment solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Michaela C

Series 66

Farmington, CT

Guardian Life

Michaela Casey is a financial advisor at Guardian Life with four years of industry experience. She holds the Series 66 designation and has previously worked with Certified Financial Services. Outside of her financial advisory role, she performs as a cantor at Saint Patrick’s Church and is involved in a family music group, KC Sisters, as a performer and owner of a music publishing company. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and various financial planning tools.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Brian S

CFP®, Series 63

Pittsburgh, PA

Guardian Life

Brian Smith is a CFP® with 32 years of experience in the financial industry, currently affiliated with Guardian Life and its subsidiary Park Avenue Securities. He has spent the entirety of his career at Guardian Life and Park Avenue Securities, with overlapping roles dating back to 1994. Outside of his advisory duties, Smith serves as a board member for the Andrew C. Virostek Foundation and Lifetime Financial Growth and is involved in limited legal drafting of wills. Park Avenue Securities, part of Guardian Life, provides brokerage and advisory services to individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and specialized investment solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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John B

Series 63, Series 65

Topsfield, MA

Guardian Life

John Balzer is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and with 26 years of industry experience. He has been with Guardian Life since 2013. Outside of his advisory role, he is involved in the sale of insurance products as part of his business activities. Park Avenue Securities, 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, charities, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Paul E

CFP®, ChFC®, Series 63, Series 65

Roswell, GA

Guardian Life

Paul Ellington is a financial advisor with Guardian Life in Roswell, GA, holding CFP® and ChFC® designations and having 38 years of industry experience. He has worked at Guardian Life since 1999 and has been involved with Peachtree Planning Corporation and GA International since 1986. Outside of his advisory role, he is involved with the Wealth & Wisdom Educational Center and The Doghouse at Lake Oconee, LLC, a non-investment related business. 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 combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and proprietary investment programs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Christopher R

Series 66

Paramus, NJ

Guardian Life

Christopher Redmond is a financial advisor with Guardian Life and holds a Series 66 designation. He has been in the industry for one year and has prior experience as a firefighter with the Fire Department City of New York. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations, combining advisor-led discretionary management with model-based strategies and providing access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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