Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Cameron F
Series 63, Series 65
Tampa, FL
Guardian Life
Cameron Fiorello is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has experience working at Park Avenue Securities, Guardian Life Insurance Company, and Westshore Financial Group, among others. Outside of his advisory role, Cameron is involved in buying and selling sports cards and premium sneakers. 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 a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies, and provides financial planning, retirement-plan consulting, and business consulting.
Dawn S
Series 63, Series 65
Saint Cloud, FL
Guardian Life
Dawn Spaulding is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. Her prior roles include 11 years at Principal Securities and Principal Life Insurance. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing 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 and employs a mix of proprietary and third-party model portfolios.
David M
Series 63, Series 65
Wausau, WI
Guardian Life
David Monk is a financial advisor with Primerica Advisors in Wausau, WI, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Mass Mutual Investors Services, and MetLife Securities. Outside of advising, he serves as a board member of the Wausau Community Foundation and is involved in ginseng farming through a minority ownership in Marathon Ginseng. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and consulting. 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.
Robert C K
Series 63, Series 65
Paramus, NJ
Guardian Life
Robert C. Kievit is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials. He has 42 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. He also provides training services to agencies and agents on practice management and macro-economic planning, including the use of the Living Balance Sheet system. Park Avenue Securities LLC serves a diverse retail client base with transaction-based brokerage and fee-based advisory services, offering proprietary and third-party investment programs, financial planning, and business consulting. The firm utilizes a range of investment strategies and platforms to meet client needs across multiple account types.
M Jonathan A
Series 63, Series 65
Rye Brook, NY
Guardian Life
M Jonathan Adler is a financial advisor at Primerica Advisors with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Park Avenue Securities, Guardian Life Insurance Co, and Strategies for Wealth since 2006. Outside of his advisory role, he is involved in the sale of group medical insurance and serves as a power of attorney in trust-related family matters. Park Avenue Securities LLC 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 range of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.
Louis M
Series 63, Series 65
Bal Harbour, FL
Guardian Life
Louis Menaged is a financial advisor with Primerica Advisors and Park Avenue Securities LLC, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His career includes long tenures at Guardian Life Insurance Company and Primerica Advisors. Outside of his advisory work, he serves on the school health benefits committee, is a board member of the American Friends of Migdal Ohr nonprofit, and participates on the board of a condominium association in Bal Harbour, Florida. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level features, including lending solutions and donor-advised funds.
John W
Series 63, Series 66
Plano, TX
Guardian Life
John Wisnewski is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 designations and two years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities alongside his current role. Outside of his advisory work, he is a Division I college football official and serves on the Little Elm Chamber of Commerce Board of Directors. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes a range of investment strategies through proprietary and third-party portfolios, supporting various account types and services including lending solutions and donor-advised funds.
Todd S
Series 63, Series 65
Columbus, OH
Guardian Life
Todd Statczar is a financial advisor with Guardian Life and Park Avenue Securities in Columbus, OH. He holds Series 63 and Series 65 credentials and has eight years of industry experience. Beyond his advisory role, he assists with the financial and tax aspects of a commercial cleaning and catering business owned by his spouse. Park Avenue Securities, 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 discretionary and non-discretionary management using both proprietary and third-party model portfolios.
Cameron O
Series 66
Marianna, FL
Guardian Life
Cameron Oliver is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 license and seven years of industry experience. His work history includes multiple roles within Guardian Life and Park Avenue Securities dating back to 2018, as well as earlier experience at Pointtrade Services Incorporated and Precision Metalworks. Oliver also operates Oliver Financial Group LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and retirement consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides both discretionary and non-discretionary advisory services using a combination of in-house and third-party model portfolios.
Natalie B
Series 66
New York, NY
Guardian Life
Natalie Brickson is a Series 66-licensed financial advisor with four years of industry experience. She is currently affiliated with Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory role, she serves as an associate board member for the Lower Eastside Girls Club, participating in volunteer fundraising efforts. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, offering brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms.
Austin W
Series 65, Series 63
Louisville, KY
Guardian Life
Austin Wright is a financial advisor with Guardian Life in Louisville, KY, holding Series 65 and Series 63 licenses and 14 years of industry experience. He previously operated The Wright Legacy Group for 12 years and has worked with J.W. Cole Financial, Inc. and Park Avenue Securities. Guardian Life's subsidiary, Park Avenue Securities LLC, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients through brokerage services, financial planning, and investment advisory programs.
Melissa D
Series 63, Series 65
Locust Grove, VA
Guardian Life
Melissa Daily is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance since 1999. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services, including lending solutions and donor-advised funds.
Joseph F
CFP®, Series 66
Beachwood, OH
Guardian Life
Joseph Fleming is a financial advisor with Primerica Advisors, holding a Series 66 designation and four years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021 and previously spent nine years at KeyBank. Park Avenue Securities serves a diverse retail client base with transaction-based brokerage and fee-based advisory services, offering various proprietary and third-party investment programs alongside financial and business consulting.
Brian H
Series 66
Greenville, SC
Guardian Life
Brian Holmes is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and bringing 16 years of industry experience. He has worked with Guardian Life since 2010 and Park Avenue Securities since 2019. Holmes serves as a board member of the Meyer Center for Special Children. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage, financial planning, retirement consulting, and advisory services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients.
Stephanie B
Cincinnati, OH
Guardian Life
Stephanie Becker is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding seven years of industry experience. She has worked at Park Avenue Securities since 2018 and has been associated with Guardian Life Insurance Company since 2012. Outside of her advisory role, she is involved with SLB Advisors, LLC, a non-investment related business. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement and business consulting. The firm employs a range of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.
Michael B
Series 66
New York, NY
Guardian Life
Michael Berlin is a financial advisor at Guardian Life and Park Avenue Securities, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Coinbase, Twitter, JW Player, and BlinkRX. He also serves as a ticket brokerage consultant for Events Hospitality Group. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving 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 including discretionary and non-discretionary advisory relationships.
Eli R
Series 63, Series 65
Brooklyn, NY
Guardian Life
Eli Retek is a financial advisor with Primerica Advisors in Brooklyn, NY, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Primerica Advisors since 1999 and has also worked with The Guardian Life Insurance Company since 1997. Outside of his advisory work, he serves as an officer for the Congregation of Whispering Woods. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and manages approximately $15 billion in regulatory assets under management.
Marvin S
CFP®, Series 63, Series 66
Ridgeland, MS
Guardian Life
Marvin Stockett is a Certified Financial Planner® with 22 years of industry experience, currently serving at Primerica Advisors since 2013. He has also been affiliated with Guardian Life Insurance Co of America since 2012 and co-manages Stockett and Thomas Agency LLP, a diversified insurance and employee benefits firm. Marvin holds a Certified Public Accountant license in Mississippi, though he does not practice public accounting, and is involved in managing a family timber farm through a limited partnership. Primerica Advisors is part of Park Avenue Securities LLC, which 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 variety of proprietary and third-party investment programs, utilizing an integrated operating model with approximately $15 billion in regulatory assets under management.
Rogers J
ChFC®, Series 63, Series 65
Jacksonville, FL
Guardian Life
Rogers Joseph Jr. is a financial advisor with Primerica Advisors in Jacksonville, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including over two decades with Primerica Advisors and a concurrent tenure at Guardian Life Insurance Company. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with both brokerage and advisory services. The firm offers a range of investment strategies through proprietary and third-party platforms, supporting accounts with features such as discretionary management, alternative investments, and securities-based lending.
Virginia B
CFP®, ChFC®, Series 63
Edmond, OK
Guardian Life
Virginia Brown is a CFP® and ChFC® with 25 years of experience in the financial services industry. She has been with Guardian Life and Park Avenue Securities since 2016. Outside of her advisory role, she operates The Spotted Dog LLC, a business focused on selling stained glass, fused glass, and mosaic art projects and classes. 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 and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs utilizing both proprietary and third-party models.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters