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Joyce C
CFP®, Series 66
Old Bridge, NJ
Guardian Life
Joyce Chan is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Primerica Advisors. She has previously worked with Park Avenue Securities, LLC and Guardian Life Insurance Company, as well as MetLife Securities Inc. Chan holds the Series 66 designation and is based in Old Bridge, NJ. 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 a range of proprietary and third-party investment strategies and platforms.
John S
Series 63, Series 65
Atlanta, GA
Guardian Life
John Shevlin is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Primerica Advisors since 1999 and has been associated with Peachtree Planning Corporation and Guardian Life Insurance Co of America since the early 1990s. He serves on the board of the Cowart YMCA. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base through both brokerage and advisory services, offering a range of proprietary and third-party investment programs and financial planning solutions.
Linda N
CFP®, Series 65, Series 63
Irvine, CA
Guardian Life
Linda Neuenburg is a CFP® with nine years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. Her prior experience includes six years at First Financial Consulting. She provides financial reporting consulting services to Pasadena Nazarene Church and Lake Avenue Church as an independent contractor and serves as a trustee for personal and family trusts. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, charitable organizations, and corporate clients with a range of brokerage and advisory services, including model portfolio management and financial planning.
Scott K
ChFC®, Series 63, Series 65
Westbrook, ME
Guardian Life
Scott Kehoe is a financial advisor with Primerica Advisors, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 56 years of industry experience and has been associated with Park Avenue Securities and Guardian Life Insurance Company since 2000. Kehoe serves as a trustee for the Martin Murphy trust, providing guidance on trust matters. 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, utilizing proprietary and third-party investment strategies across various account types.
Paul G
CFP®, ChFC®, Series 63, Series 65, Series 66
Brentwood, TN
Guardian Life
Paul Glowienke is a financial advisor with Guardian Life and Park Avenue Securities, holding the CFP® and ChFC® designations with 24 years of industry experience. His prior roles include positions at Northwestern Mutual and its affiliated companies from 2002 to 2017. Outside of advisory work, he serves as executor of a family trust. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.
John M
CFP®, Series 63
Rye Brook, NY
Guardian Life
John Marcel is a financial advisor with Primerica Advisors in Rye Brook, NY, holding the CFP® and Series 63 designations and bringing 48 years of industry experience. He has worked with Park Avenue Securities since 2007 and Guardian Life Insurance Company since 1997. Outside of his advisory roles, he is involved with Madison Park Consultants, Inc., which places term life insurance and other coverage with various carriers, and serves as co-executor of the Estate of Mary C. Marcel. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm utilizes a combination of proprietary and third-party investment strategies, supporting various account types and features, and manages approximately $15 billion in regulatory assets under management.
Brian B
Series 63, Series 65
Appleton, WI
Guardian Life
Brian Boehm is a financial advisor with Primerica Advisors in Appleton, WI, holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. His career includes roles at Guardian Life Insurance Company and Park Avenue Securities, spanning over a decade at each firm. Outside of his advisory work, he manages non-Guardian insurance products for business that cannot be placed with Guardian. Park Avenue Securities LLC serves a diverse retail client base, including individuals, 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.
Gregory M
Series 63, Series 65
Beachwood, OH
Guardian Life
Gregory Morris is a financial advisor with Guardian Life in Beachwood, OH, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Guardian Life since 1999 and is also associated with F & F Financial Advisory Group, where he provides insurance and financial services to individuals, executives, closely held businesses, and property and casualty companies. Guardian Life's subsidiary, Park Avenue Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, retirement consulting, and advisory programs, utilizing both proprietary and third-party investment strategies.
Attila B
Series 66
New York, NY
Guardian Life
Attila Boda is a financial advisor with Primerica Advisors holding a Series 66 designation and has experience working at firms including Morgan Stanley and Citi. He has been active in the industry since 2005 and currently works at Park Avenue Securities. Outside of finance, he is involved with Real Steel Honda Racing, participating in motorcycle racing activities in the MotoAmerica series. Park Avenue Securities serves a broad retail client base with a range of brokerage and advisory services, utilizing a combination of proprietary and third-party investment strategies. The firm manages approximately $15 billion in regulatory assets under management and supports various account-level services including lending and donor-advised funds.
Samuel K
CFP®, Series 63
Scarsdale, NY
Guardian Life
Samuel Katz is a CFP® certified financial advisor with over 31 years of industry experience. He is currently affiliated with Primerica Advisors and has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2018. In addition to his advisory work, Katz is a CPA providing tax and accounting services for individuals, businesses, partnerships, and trusts. 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, utilizing proprietary model portfolios, third-party managers, and digital advice platforms to implement varied investment strategies.
Dara D
Series 66
Atlanta, GA
Guardian Life
Dara Davis is a Series 66 licensed financial advisor with five years of industry experience, currently with Primerica Advisors in Atlanta, GA. Her career includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Mass Mutual Investors Services. Outside of her advisory work, she serves as Treasurer/CFO on the board of The Black Girls Breathing Foundation, participates on the advisory board for Cyber Safety Architects, and provides independent coaching focused on goal setting and decision making. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services along with financial and retirement planning. The firm employs a variety of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary accounts.
Shane S
ChFC®, Series 66
Fort Myers, FL
Guardian Life
Shane Stelma is a ChFC® and holds a Series 66 license, currently affiliated with Primerica Advisors. He has four years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Burke, Warren, MacKay & Serritella P.C. In addition to his advisory work, he is involved in offering insurance products outside of those provided by Guardian and its subsidiaries. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a combination of proprietary and third-party investment strategies across various platforms and supports a range of account-level services, including lending and donor-advised funds.
Robert S
CFA®, Series 66
New York, NY
Guardian Life
Robert Soler is a CFA® charterholder with 14 years of industry experience. He is affiliated with Primerica Advisors and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2011. Outside of his advisory role, he serves on the Cosynd Investor-Advisory Board. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial and retirement planning. The firm employs a mix of proprietary and third-party investment strategies and provides various account-level solutions including lending and donor-advised funds.
Ashkan G
Series 63, Series 65
San Diego, CA
Guardian Life
Ashkan Ghahremani is a financial advisor with Primerica Advisors based in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2015. Outside of his advisory role, he is involved with Disaster Pro, LLC, a public adjusting business assisting clients with insurance claims. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a combination of proprietary and third-party investment strategies and supports various account-level services including lending and donor-advised funds.
Michael H
Series 63, Series 66
South Jordan, UT
Guardian Life
Michael Hadley is a financial advisor with Guardian Life and holds the Series 63 and Series 66 designations. He has 20 years of industry experience, including prior roles at Principal Securities Inc. and Principal Life Insurance. His career is primarily focused within Guardian Life and its affiliated entities, including Park Avenue Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.
Lucas A
CFP®, Series 66
Overland Park, KS
Guardian Life
Lucas Austin is a CFP® professional with 20 years of industry experience, currently affiliated with Primerica Advisors. His career includes roles at Guardian Life Insurance Company and Park Avenue Securities, and he has operated his own firm, Austin Wealth Strategies, LLC, since 2013. He is also involved with AWSWP, LLC, a non-investment-related business. 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, utilizing proprietary and third-party investment strategies across multiple platforms.
Christian D
Series 63, Series 65
Holmdel, NJ
Guardian Life
Christian Dapolito is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has six years of industry experience, including positions with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves on the board of the Matawan Football Alumni Foundation and operates a quarterback training camp, QB Sessions, LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.
William C
Series 63, Series 65
Atlanta, GA
Guardian Life
William Coffey is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Peachtree Planning Corporation and Primerica Advisors since 1999 and has been associated with Guardian Life Insurance Company since 1984. Outside of his advisory role, he is involved in pension marketing activities. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary models and third-party managers, supporting various account types and offering additional services such as securities-based lending and donor-advised funds.
Robert A
Series 66
New York, NY
Guardian Life
Robert Angel is a financial advisor with Primerica Advisors in New York, NY, holding a Series 66 designation and 15 years of industry experience. He has worked at Park Avenue Securities since 2010 and Guardian Life Insurance Company since 2009, alongside operating as a self-employed advisor since 2006. Occasionally, he sells insurance products outside of Guardian and IUS offerings. Park Avenue Securities serves a diverse 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 model portfolios, third-party managers, and digital advice platforms to implement investment strategies.
Devon B
Series 63, Series 65
Magnolia, TX
Guardian Life
Devon Beamesderfer is a financial advisor with Primerica Advisors in Tomball, TX, holding Series 63 and Series 65 credentials and five years of industry experience. His work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, and the Department of Treasury. He is also involved with Live Oak Financial Management, providing tax planning and preparation services. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary model portfolios, third-party managers, and digital advisory solutions.
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