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Andrew W
Series 66
Pittsburgh, PA
Guardian Life
Andrew White is a Series 66-licensed financial advisor with 12 years of industry experience. He is affiliated with Primerica Advisors and has worked at Park Avenue Securities and Guardian since 2012. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services along with financial planning and consulting, utilizing a combination of proprietary and third-party investment strategies.
David F
Series 63, Series 65
Columbus, OH
Guardian Life
David Fisher is a financial advisor with Guardian Life in Columbus, OH, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has worked with Guardian Life since 2016. Outside of his advisory role, he manages financial power of attorney responsibilities for a family member and has established an LLC for business purposes. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals—including high-net-worth clients—as well as pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs with discretionary and non-discretionary options using both proprietary and third-party models.
William W
Series 63, Series 65
St. Paul, MN
Guardian Life
William Waterbury is a financial advisor with Primerica Advisors in St. Paul, MN, holding Series 63 and Series 65 licenses and 24 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company since 2018, following 12 years with Primerica Advisors and Guardian Life Insurance Co of America. Outside of his advisory work, he serves as power of attorney for family members. Park Avenue Securities LLC serves a diverse 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 consulting, implementing investment strategies through proprietary models, third-party managers, and a digital advice platform.
Matthew O
Series 66
Cincinnati, OH
Guardian Life
Matthew O Bryan is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 license and six years of industry experience. His prior work includes roles at Fifth Third Bank and an ongoing association with Guardian Life and Park Avenue Securities. Outside of his advisory work, he is involved with Emerging Leaders of NKY, a nonprofit organization. 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 services, financial planning, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships, including proprietary and third-party model portfolios and a hybrid digital advisory solution.
Gari S
Series 66
Paramus, NJ
Guardian Life
Gari Semon is a financial advisor with Guardian Life and holds a Series 66 designation. He has 17 years of industry experience and has worked at firms including Park Avenue Securities, BGS Capital Management LLC, Cetera Financial Specialists LLC, and Victors Maywood. Outside of his advisory role, he maintains an independent financial professional business advising clients based on their goals and risk tolerance. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that include both proprietary and third-party models.
Christopher S
Series 63, Series 65
Naples, FL
Guardian Life
Christopher Seebeck is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. His prior roles include positions at Ameriprise Financial Services, First Foundation Advisors, LPL Financial, and Fifth Third Securities. He is affiliated with Park Avenue Securities LLC, a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.
Christopher I
Series 63, Series 65
Mount Pleasant, SC
Guardian Life
Christopher Interrante is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 15 years of industry experience. His prior roles include positions at New York Life Insurance Company and MML Investors Services, LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and a range of investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships using model portfolios from in-house and third-party managers, along with hybrid digital advisory solutions.
Christopher T
Series 63, Series 65
White Plains, NY
Guardian Life
Christopher Tortora is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior roles include five years at Voya Financial Advisors and multiple positions at Guardian Life and Park Avenue Securities. He is also involved in advising on term and universal life insurance. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of discretionary and non-discretionary advisory solutions, including model portfolios and a hybrid digital advisory service.
Ziama H
Series 63
New York, NY
Guardian Life
Ziama Harmon is a financial advisor with Primerica Advisors, holding a Series 63 designation and 14 years of industry experience. Their career includes roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC 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, utilizing proprietary and third-party investment strategies, and provides a range of financial planning and consulting solutions.
Evaristo G
Series 63, Series 66
Hunt Valley, MD
Guardian Life
Evaristo Gonzalez is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 18 years of industry experience, including extensive tenure at Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory role, he is involved in the sale of personal disability and health insurance products through Assurity and URL Financial. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and retirement planning. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies and account-level solutions.
Enrico I
Series 63, Series 66
Melville, NY
Guardian Life
Enrico Indelicato III is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 10 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved in developing Cifico, a web-based software that converts financial spreadsheets into animated visuals. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending and donor-advised funds.
William G
Series 66
Fairhope, AL
Guardian Life
William Graham is a financial advisor with Guardian Life and holds a Series 66 designation. He has five years of industry experience and has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2017. Outside of his advisory role, he is involved in a guitar resale business. 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 investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.
Michael D
Series 65, Series 66, Series 63
Needham, MA
Guardian Life
Michael Daskalakis is a financial advisor with Guardian Life and holds the Series 63, Series 65, and Series 66 designations. He has two years of industry experience, including prior roles at Merrill Lynch and Wingate Wealth Advisors. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships and features a hybrid digital advisory solution called VestWise™.
Robert K
Series 63, Series 65
Tallahassee, FL
Guardian Life
Robert Kinney is a financial advisor with Primerica Advisors based in Tallahassee, FL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His work history includes roles at Park Avenue Securities and Guardian Life Insurance, where he has been associated since 2010. Outside of advising, he is a partner in Bear Subs, LLC, a non-investment-related business. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms, managing approximately $15 billion in regulatory assets under management.
Elozor P
Series 66
Hackensack, NJ
Guardian Life
Elozor Preil is a Series 66-licensed financial advisor with 22 years of industry experience, currently affiliated with Primerica Advisors. He has worked extensively with Park Avenue Securities and Guardian Life Insurance, holding roles at both firms since 2002 and 2003 respectively. Outside of his advisory work, he manages a long-term care and term life insurance business under Wealth Advisory Group. Park Avenue Securities serves a broad retail client base including individual, high-net-worth, charitable, and corporate clients, offering both brokerage and advisory services. The firm employs a mix of proprietary portfolios, third-party managers, and digital advice platforms to implement investment strategies on discretionary and non-discretionary bases.
Haley N
CFP®, Series 66
Houston, TX
Guardian Life
Haley Nguyen is a CFP® with six years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. Her background includes roles at both firms and operating her own CPA firm focused on tax preparation and planning. She also works as an independent contractor offering insurance products outside of Guardian’s offerings. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships, utilizing model portfolios from various in-house and third-party managers.
Kenneth H
ChFC®, Series 63, Series 65
Rye Brook, NY
Guardian Life
Kenneth Horowitz is a financial advisor with Primerica Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience and has been with Primerica Advisors since 2009. His prior experience includes roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he is involved with Integrated Benefit Consultants, LLC, an entity focused on benefit consulting. Primerica Advisors 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 variety of proprietary and third-party investment programs and platforms.
John E
Series 66
Richmond, VA
Guardian Life
John Emison is a financial advisor with Primerica Advisors, holding a Series 66 designation. He has prior experience at Northwestern Mutual Investment Services LLC and Guardian Life Insurance Company, among other firms. Emison’s background includes roles at John Van Der Hyde and Acacia Midtown. 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 utilizes proprietary and third-party investment strategies and offers various account-level services such as lending solutions and donor-advised fund options.
Robert N
ChFC®, Series 63
Holmdel, NJ
Guardian Life
Robert Niehoff is a financial advisor at Primerica Advisors with over 33 years of industry experience. He holds the ChFC® and Series 63 designations. His career includes long tenures at Guardian Life Insurance and Primerica Advisors, as well as his current roles with Park Avenue Securities and Guardian Life Insurance. He also occasionally sells non-Guardian insurance products. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports a variety of account-level services.
Virginia B
Series 63
Port Jefferson Station, NY
Guardian Life
Virginia Bove Grier is a financial advisor with Primerica Advisors and holds a Series 63 designation. She has 10 years of industry experience and has worked primarily with Park Avenue Securities and Guardian Life Insurance. Outside of her advisory role, she serves on the board of the John T. Mather Memorial Hospital Foundation. Park Avenue Securities LLC 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 a variety of proprietary and third-party investment strategies across multiple platforms.
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