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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 designations and bringing 23 years of industry experience. He has worked with both firms since 2003. Outside of his advisory role, he serves as a trustee for the Lincoln Sherman Trust. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a variety of investment advisory programs using both proprietary and third-party model portfolios.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Rolandus J

Series 66

Woodway, TX

Guardian Life

Rolandus Johnson is a financial advisor with Guardian Life and holds a Series 66 designation. He has nine years of industry experience, including prior roles at New York Life Insurance Company, Eagle Strategies, and BBVA Wealth Solutions. He also brokers insurance products with multiple companies. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and investment advisory programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Gregory A

CFP®, ChFC®, Series 63

Buffalo, NY

Guardian Life

Gregory Ahrens is a CFP® and ChFC® with 18 years of experience in financial services. He is currently affiliated with Primerica Advisors and Park Avenue Securities, having worked with Guardian Life Insurance Company and Park Avenue Securities since 2011. He operates under the formal DBA Praxis Financial Group LLC, focusing on financial planning. Park Avenue Securities 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 multiple proprietary and third-party investment strategies across a range of account types.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Charles D

Series 66

Baton Rouge, LA

Guardian Life

Charles Duplechain 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 Hancock/Whitney Bank. He also maintains a health insurance LLC unrelated to investment activities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charities, and corporate clients through a combination of brokerage services, financial planning, and investment advisory programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Matthew R

Beachwood, OH

Guardian Life

Matthew Rosner is a financial advisor with Primerica Advisors in Beachwood, OH, holding five years of industry experience. He has worked at Park Avenue Securities since 2021 and has been affiliated with Guardian Life Insurance Company since 2008. Outside of his advisory role, he is involved in property management through Jaylene Development LLC. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement-plan consulting, utilizing a mix of proprietary and third-party investment strategies across various account types.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Wayne E. S. A

ChFC®, Series 63

Canton, OH

Guardian Life

Wayne E. S. Arnold is a financial advisor with Primerica Advisors in Canton, OH, holding the ChFC® designation and Series 63 license. He has 36 years of industry experience, including over 27 years with Primerica Advisors and a concurrent role at Guardian Life Insurance Company of America since 1989. Outside of advising, he is writing a book on theoretical physics and serves as a panelist for FINRA arbitration cases. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm uses a combination of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Richard V

ChFC®, Series 63

Metairie, LA

Guardian Life

Richard Villavaso is a ChFC® credentialed financial advisor with 35 years of industry experience. He has been with Primerica Advisors since 1999 and also maintains a long-standing affiliation with Guardian Life Insurance Co. of America. Outside of his advisory work, he is president and sole owner of The Producers Group, Inc., a general agency of Guardian Life. Primerica Advisors operates as part of Park Avenue Securities LLC, which serves a broad retail client base through both brokerage and advisory services. The firm offers a range of proprietary and third-party investment programs and financial planning solutions tailored to individual, charitable, and corporate clients.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Jason G

CFP®, Series 63, Series 65

San Diego, CA

Guardian Life

Jason Giorgio is a CFP® professional with 29 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. He has worked with Guardian Life Insurance Company of America since 2008 and engages in selling life insurance products from selected carriers to meet client needs. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and business consulting. The firm employs a combination of proprietary and third-party investment strategies and supports a range of account-level services, including lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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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 Series 66 registrations and bringing 28 years of industry experience. His career includes 11 years at Wells Fargo Securities and multiple roles at Guardian Life and Park Avenue Securities since 2020. Outside of his advisory work, he serves as Treasurer for Washington Men's Camerata, Inc. and Mastersingers USA, Incorporated, and is active in Master Networks. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and advisory programs using both proprietary and third-party models.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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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 associated with Guardian Life and Park Avenue Securities, where he has worked since 1999. In addition to his advisory role, he teaches the LBS Fundamental curriculum to financial representatives and coordinates volunteer and fundraising activities for Regis High School's alumni association. He is also a founding member of the Beacon Collaborative networking group. 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 consulting to individuals, high-net-worth clients, pension plans, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary advisory services, utilizing model portfolios from in-house and third-party managers.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Vidal P

CFP®, Series 63, Series 65

New York, NY

Guardian Life

Vidal Peoples is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2011. Peoples is also the owner of Ennoble Wealth, LLC, a business that supports his work as a Guardian Financial Representative. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a variety of investment strategies through proprietary and third-party models and provides integrated account-level services such as lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Sebastien F

Series 66

New York, NY

Guardian Life

Sebastien Ferjule is a financial advisor at Primerica Advisors with one year of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, Astoria Finance, Crystal Finance, and BNP Paribas. Outside of his advisory role, he is involved with SAS Suprem, an investment-related business based in Lyon, France. 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, employing a mix of proprietary model portfolios and third-party strategies across various investment programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Jason G

Series 66

Maitland, FL

Guardian Life

Jason Greene is a Series 66-licensed financial advisor with Primerica Advisors and has 20 years of industry experience. He has worked at Park Avenue Securities and Guardian since 2008. Greene serves on the University of Central Florida College of Business Dean's Advisory Board and is involved with the Greater Orlando Builders Association Membership Committee. 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 with a range of proprietary and third-party investment programs, supporting various account management strategies and lending solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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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 industry experience. He has been with Guardian Life since 1999 and has worked concurrently at McCracken, Worgaftik & Co. since 1986. Guardian Life is affiliated with Park Avenue Securities LLC, a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients through brokerage, financial planning, and investment advisory services.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Tracy S

ChFC®, Series 63, Series 65

Shawnee, KS

Guardian Life

Tracy Shinn is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. Shinn has 28 years of industry experience and has worked extensively with Guardian Life and Park Avenue Securities since 2009. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, 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 various investment advisory programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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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, currently serving at Primerica Advisors. Her career includes extensive work with Guardian Life Insurance Company and Park Avenue Securities. Outside of advising, she is an author working on a book about mental toughness and mindset, and she serves on the FINSECA Leadership and Career Development Community Advisory Board. She is also a shareholder in a mechanic shop owned by her husband. Primerica Advisors is part of a large enterprise serving a broad retail client base with both brokerage and advisory services. The firm offers proprietary and third-party investment programs, financial planning, and lending solutions, managing approximately $15 billion in assets with a network of nearly 2,000 advisors.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Ilan W

Series 66

Campbell, CA

Guardian Life

Ilan Weinschelbaum is a financial advisor with Primerica Advisors, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company, as well as a position at Google X via Magnit. Outside of advisory services, he is involved in the sales of insurance products beyond those offered through Guardian. Primerica Advisors serves a wide 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 and third-party investment strategies across various account types.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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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 and previously worked at Edward Jones for two years. Prior to his financial career, he served in the United States Army for 12 years. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a range of brokerage, financial planning, and investment advisory services.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Vernon P

ChFC®, Series 63

Atlanta, GA

Guardian Life

Vernon Purcell Jr. is a ChFC®-designated financial advisor with 25 years of industry experience, currently affiliated with Primerica Advisors. He has held positions at Park Avenue Securities since 2000 and is the sole owner of Ashford Advisors Inc., a general agency of The Guardian Life Insurance Company of America. Purcell also serves on the Board of Governors for the Dunwoody Country Club. 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 transaction-based brokerage, fee-based advisory relationships, and various financial planning and consulting services, implementing investment strategies through proprietary and third-party model portfolios.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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David N

Series 63, Series 65

Glenmoore, PA

Guardian Life

David Najim is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 18 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Najim has been with Primerica Advisors and Guardian Life since 2010. Park Avenue Securities LLC serves a wide retail client base with brokerage and advisory services, including financial planning and retirement-plan consulting. The firm offers proprietary and third-party investment programs and provides both discretionary and non-discretionary account management options.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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