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Miles A

Series 63, Series 65

Woodcliff Lake, NJ

Guardian Life

Miles Arvidson is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 17 years of industry experience and has worked at firms including Aegis Capital Corp. and A.G.P. / Alliance Global Partners. He is currently affiliated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to insurance products and alternative investments 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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John R

Series 66

Roslyn, NY

Guardian Life

John Ryan is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. His work history includes roles at Park Avenue Securities, Guardian Life Insurance, Northeast Financial Network, Grant Thornton, Wheatley Hills, and Hofstra University. Park Avenue Securities, a subsidiary of Guardian Life, 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 access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.

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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Thomas S

Series 63, Series 65

Palm Desert, CA

Guardian Life

Thomas Sherman is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at both Guardian Life Insurance and Park Avenue Securities since 2003. Outside of his advisory role, he serves as a trustee of a family trust. 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 a combination of 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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Rolandus J

Series 66

Woodway, TX

Guardian Life

Rolandus Johnson is a financial advisor with Guardian Life, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at Eagle Strategies, NYLIFE Securities, and Edward Jones. He is also involved in insurance brokering, working with multiple companies on a part-time basis. Guardian Life’s subsidiary, Park Avenue Securities LLC, 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, consulting, and technology-driven 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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Gregory A

CFP®, ChFC®, Series 63

Buffalo, NY

Guardian Life

Gregory Ahrens is a CFP®, ChFC®, and Series 63 registered financial advisor with 18 years of industry experience. He has been with Guardian Life since 2011 and currently serves clients through Park Avenue Securities. Ahrens also operates under the Praxis Financial Group LLC brand, where he dedicates a majority of his professional efforts. 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 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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Charles D

Series 66

Baton Rouge, LA

Guardian Life

Charles Duplechain is a financial advisor with Guardian Life in Baton Rouge, LA, holding a Series 66 credential and nine years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company of America since 2018, with prior roles at Hancock/Whitney Bank and Edward Jones. Outside of his advisory role, he maintains an LLC for personal health insurance purposes. Guardian Life, through its subsidiary Park Avenue Securities, offers brokerage and investment advisory services to individuals, including high-net-worth clients, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending 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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Matthew R

Beachwood, OH

Guardian Life

Matthew Rosner is a financial advisor with Guardian Life and Park Avenue Securities, holding five years of industry experience. He has been with Guardian Life since 2008 and Park Avenue Securities since 2018. Outside of his advisory work, he is involved in property management through Jaylene Development LLC. Park Avenue Securities, 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 a blend of advisor-led discretionary management and model-based strategies, supported by proprietary programs, third-party platforms, and access to insurance and alternative investment products.

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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Wayne E. S. A

ChFC®, Series 63

Canton, OH

Guardian Life

Wayne E. S. Arnold is a ChFC® credentialed financial advisor with 36 years of industry experience. He has been with Guardian Life since 1999 and the Guardian Life Insurance Company of America since 1989. Outside of his advisory work, Wayne is writing a book on theoretical physics and serves as a panelist in FINRA arbitration cases. He works at Guardian Life’s Park Avenue® Wealth Management, which provides brokerage and investment advisory services to individuals, 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, consulting, and educational services.

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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Richard V

ChFC®, Series 63

Metairie, LA

Guardian Life

Richard Villavaso is a financial advisor with Guardian Life, holding the ChFC® and Series 63 designations and bringing 36 years of industry experience. He has been with Guardian Life and its affiliates since 1998 and serves as president and sole owner of The Producers Group, Inc., a general agency of Guardian Life. Villavaso also acts as trustee for multiple family trusts and holds a minority interest in a restaurant in Austin, Texas. Guardian Life’s Park Avenue® Wealth Management provides brokerage and advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers access to insurance products and alternative investments through its connection to 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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Jason G

CFP®, Series 63, Series 65

San Diego, CA

Guardian Life

Jason Giorgio is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has been with Guardian Life since 2008 and holds Series 63 and Series 65 licenses. His role includes occasionally selling life insurance products from select carriers to meet client needs. 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 advisor-led discretionary management alongside model-based strategies and a variety of financial planning and consulting 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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Matthew B

Series 63, Series 66

Rockville, MD

Guardian Life

Matthew Burnell is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and 66 licenses and bringing 28 years of industry experience. His prior experience includes 11 years at Wells Fargo Securities. Outside of his advisory work, he serves as Treasurer for Mastersingers USA, Inc. and Washington Men's Camerata, Inc., and is actively involved with Master Networks as a chapter secretary. 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, along with financial planning, consulting, and 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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Joseph S

CFP®, ChFC®, Series 63, Series 65

Beacon, NY

Guardian Life

Joseph Sciabica is a CFP® and ChFC® with 30 years of experience in the financial services industry. He is currently with Guardian Life and Park Avenue Securities, where he has held roles since 1999. Outside of his advisory practice, Sciabica teaches the LBS Fundamental curriculum to Guardian financial representatives and coordinates volunteer activities for the Regis High School alumni association. 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 advisor-led discretionary management alongside model-based strategies through proprietary programs and third-party platforms, combining financial planning, consulting, and access to various 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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Vidal P

CFP®, Series 63, Series 65

New York, NY

Guardian Life

Vidal Peoples is a financial advisor at Guardian Life with 12 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. Peoples has worked with Park Avenue Securities and Guardian Life for over a decade. Outside of his advisory role, he owns Ennoble Wealth, LLC, which supports his business activities as a Guardian Financial Representative. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm provides 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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Sebastien F

Series 66

New York, NY

Guardian Life

Sebastien Ferjule is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Astoria Finance, Crystal Finance, BNP Paribas, and IAE Lyon. Outside of his advisory work, he is involved with SAS Suprem, an investment-related business based in Lyon, France. 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 tailored client relationships through a combination of discretionary management, model-based strategies, and a range of 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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Jason G

Series 66

Maitland, FL

Guardian Life

Jason Greene is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 20 years of industry experience. He previously worked at Truist Investment Services, Inc. and has been with his current firms since 2008. Greene serves on the UCF College of Business Dean’s Advisory Board and is involved with the Greater Orlando Builders Association Membership Committee. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, 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.

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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Richard G

CFP®, ChFC®, Series 63

Farmington, CT

Guardian Life

Richard Gribinas is a CFP® and ChFC® with 43 years of experience in the financial services industry. He has been with Guardian Life since 1999 and has longstanding involvement with McCracken, Worgaftik & Co. in addition to his current role. Gribinas is also engaged with group medical products through MW Group Benefits Inc. He works at Guardian Life, a firm that 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 supported by 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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Tracy S

ChFC®, Series 63, Series 65

Shawnee, KS

Guardian Life

Tracy Shinn is a financial advisor with Guardian Life in Shawnee, KS, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 28 years of industry experience, including long-term roles at Park Avenue Securities and Guardian 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, 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 supported by 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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Misty W

CFP®, ChFC®, Series 63

Bermuda Dunes, CA

Guardian Life

Misty Weltzien is a CFP® and ChFC® with 18 years of experience in the financial services industry. She is currently affiliated with Guardian Life and Park Avenue Securities, where she has held various roles since 2011. Outside of her advisory work, she is a shareholder in a German-focused mechanic shop and is writing a book on mental toughness and mindset. She also serves on the FINSECA Leadership and Career Development Community Advisory Board. 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 offers a combination of advisor-led discretionary management and model-based strategies, with access to proprietary wrap programs, third-party advisory solutions, and integrated lending and insurance products.

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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Ilan W

Series 66

Campbell, CA

Guardian Life

Ilan Weinschelbaum is a financial advisor with Guardian Life, holding a Series 66 designation and one year of industry experience. He previously worked at Park Avenue Securities and has a background that includes a role at Google X via Magnit. Outside of his advisory duties, he is involved in the sale of insurance products independent of Guardian. 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 both advisor-led discretionary management and model-based solutions, combining proprietary programs with third-party platforms to tailor client relationships.

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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Jonathan S

Series 66

Knoxville, TN

Guardian Life

Jonathan Spahn 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 Edward Jones, and served in the United States Army for 12 years. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending 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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