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Christopher R

Series 66

Paramus, NJ

Guardian Life

Christopher Redmond is a financial advisor with Primerica Advisors holding a Series 66 designation and no prior industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities since 2024. Outside of his advisory role, Redmond has served as a firefighter with the Fire Department City of New York since 2007. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes a combination of proprietary model portfolios, third-party managers, and a digital advice platform to implement 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 B

Series 63, Series 65

New York, NY

Guardian Life

Jonathan Blinken is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since the mid-1990s. Blinken serves on the boards of the American Friends of Bar Ilan University in Israel and Sharsheret, a nonprofit organization. Park Avenue Securities LLC 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 planning and retirement consulting. The firm utilizes a combination of proprietary and third-party investment strategies and supports various 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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Maynard M

CFP®, ChFC®, Series 63, Series 66

Richmond, TX

Guardian Life

Maynard Miller Jr. is a CFP® and ChFC® with 31 years of industry experience. He is currently with Primerica Advisors and has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2020. His prior experience includes positions at Horace Mann Investors, Inc. and MassMutual Life Insurance Company. Primerica Advisors serves a diverse retail client base, offering brokerage and advisory services along with financial planning and retirement-plan consulting. The firm utilizes a range of investment strategies, including proprietary model portfolios and third-party managers, and supports various 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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Robert M

CFA®, Series 63

Roslyn, NY

Guardian Life

Robert Mc Namara is a CFA® charterholder with 18 years of experience in the financial industry. He is currently with Guardian Life and Park Avenue Securities, where he has worked for one year. His prior roles include positions at S&P Global and Equitable Distributors, LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individual and institutional clients through brokerage services, financial planning, retirement plan consulting, and various investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships and features proprietary digital advisory solutions alongside 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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Matthew F

Series 63, Series 66

Temecula, CA

Guardian Life

Matthew Fallesen is a financial advisor with Primerica Advisors in Temecula, CA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Edward Jones, Guardian Life Insurance Company, Farmers Financial Solutions, and Farmers Insurance. Outside of advising, he is the founder and CEO of Redy U, Inc., a life skills education company, and is involved in teaching and performing classical music with local colleges and the San Diego Master Chorale. He is also the author of *The Art of Phone Sales*. Primerica Advisors serves a broad retail client base with transaction-based brokerage and fee-based advisory services, offering financial planning, retirement-plan consulting, and business consulting. 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 fund options.

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

CFP®, Series 63

Columbia, SC

Guardian Life

Gregg Helman is a CFP® with 27 years of industry experience, currently affiliated with Primerica Advisors and associated with Consolidated Planning, Inc., Guardian Life Insurance Company, and Park Avenue Securities since 2012. He has developed a student loan repayment calculator and serves as co-chair of the house and grounds committee at his synagogue, as well as facilities chair for its coffee house. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes a range of investment strategies through proprietary and third-party portfolios and supports various 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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Nicholas P

Series 66

Roslyn, NY

Guardian Life

Nicholas Petrucelli is a financial advisor with Primerica Advisors and holds the Series 66 designation. He has three years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance, Northeast Financial Network, and Eastshore Group. Petrucelli also has a background in commercial real estate with ERG Commercial Real Estate and studied at Daemen College. Primerica Advisors serves a wide range of clients, 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 and features.

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

Series 63, Series 66

Houston, TX

Guardian Life

Larry Mott is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2016. Outside of his advisory role, he provides continuing professional education seminars for CPAs and other professionals. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages approximately $15 billion in regulatory assets and supports a range of investment strategies and account services.

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

Series 66

Braintree, MA

Guardian Life

Leonardo Atkinson is a financial advisor with Guardian Life and holds a Series 66 designation. He has nine years of experience, including a long tenure at Cape Cod Five before joining Park Avenue Securities and Guardian Life in 2026. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and investment advisory programs utilizing 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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Robert B

Series 63, Series 65

Irvine, CA

Guardian Life

Robert Bukacek is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 16 years of industry experience. His career includes multiple roles at Park Avenue Securities and Guardian Life. Outside of his advisory work, he operates a life coaching podcast. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individual and institutional clients with brokerage services, financial planning, retirement consulting, and investment advisory programs, using both proprietary and third-party strategies.

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

Series 66

Melville, NY

Guardian Life

Isa Abdur Rahman is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America. He holds the Series 66 designation and has experience working with Guardian Life and Park Avenue Securities since 2025 and 2026, respectively. Prior to his financial services career, he was involved with Row New York Inc. and Port Rowing. Park Avenue Securities provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships, utilizing proprietary and third-party model portfolios and digital advisory solutions.

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

Series 63, Series 65

Sacramento, CA

Guardian Life

Alisa Chatham is a financial advisor at Primerica Advisors with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Guardian Life Insurance Co since 2014. Outside of her advisory work, she has invested in limited partnerships related to restaurants and educational technology, including Grammaropolis, which produces animated grammar learning content for children. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services. The firm offers proprietary and third-party investment programs, financial planning, and consulting, managing approximately $15 billion in regulatory assets under management.

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

Series 63, Series 65

Braintree, MA

Guardian Life

Sean Mccabe is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and seven years of industry experience. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company, OSAIC, Next Financial Group, and Nylife Securities. He serves as a trustee for the Weinguys trust, overseeing fund usage under specified circumstances. Park Avenue Securities LLC serves a broad retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various 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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Aaron K

Series 66

New York, NY

Guardian Life

Aaron Kohl is a Series 66-licensed financial advisor with 11 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2017. His professional background includes roles at both firms through their related entities. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and investment 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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David A

ChFC®, Series 63

Ridgeland, MS

Guardian Life

David Allen is a ChFC® credentialed financial advisor with 52 years of industry experience, currently affiliated with Primerica Advisors in Ridgeland, MS. He has worked with Guardian Life Insurance Co. since 1978 and has been with Primerica Advisors since 1999. Outside of his advisory role, Allen serves as treasurer and board member of the Lake Traderhorn Association and provides continuing education seminars. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual, high-net-worth, charitable, and corporate clients. The firm offers a range of brokerage and advisory services with multiple proprietary and third-party investment programs.

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

Series 63, Series 66

Pittsburgh, PA

Guardian Life

William Gorman is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked with Primerica Advisors since 1999 and has concurrent experience with Luttner Financial Group Ltd. and Guardian Life Insurance Co. of America since 1992. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base that includes individual investors, high-net-worth clients, charitable organizations, and corporate entities. The firm offers a range of brokerage and advisory services, including proprietary and third-party investment programs, financial planning, and consulting, supported by an integrated operating model and multiple investment management platforms.

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

Series 66

Shrewsbury, NJ

Guardian Life

Meyer Laniado is a financial advisor with Guardian Life and holds a Series 66 designation. He has seven years of industry experience, including roles at Park Avenue Securities and The Guardian Life Insurance Company of America. Outside of his advisory work, he provides fee-based consulting for business and estates through Planning Alliance Consulting. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and both proprietary and third-party investment advisory programs.

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

Series 66

Berkeley Heights, NJ

Guardian Life

Erin O'Donnell is a financial advisor with Guardian Life in Berkeley Heights, NJ, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Equitable Advisors and various positions outside the financial sector, including academic and business consulting roles. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, and investment advisory services, offering both discretionary and non-discretionary portfolios alongside digital advisory solutions.

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

Series 63, Series 65, Series 66

Holmdel, NJ

Guardian Life

Michael Pandolpho is a financial advisor with Primerica Advisors, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2008. Outside of his advisory role, he serves as a notary public and works as a card dealer at Casino Night events. 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 brokerage and advisory services with a variety of investment programs, combining proprietary portfolios, third-party managers, and digital advice solutions.

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

Series 66

Pensacola, FL

Guardian Life

Ty Miller is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His prior work includes roles at Northwestern Mutual and Consolidated Planning, as well as experience outside finance at Hanks Fine Furniture. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of Guardian Life, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by offering brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

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