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Morris M

CFP®, Series 66

Farmington, CT

Guardian Life

Morris Mete is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Guardian Life since 2013. His prior experience includes roles at MSI Financial Services, Inc. and PRUCO Securities, LLC. Outside of his advisory career, he officiates high school football games. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, institutions, and retirement plan sponsors. The firm offers customized financial planning and investment strategies using both proprietary and third-party platforms, with access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Benjamin H

Series 63, Series 66

Cincinnati, OH

Guardian Life

Benjamin Holman is a financial advisor with Guardian Life in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at W&S Brokerage Services and WESTERN SOUTHERN Life for ten years each and spent five years with Eagle Strategies (NY Life). Outside of his advisory role, Holman serves on the Loveland School District Business Advisory Council and Tigers Inc., a student mentorship program, both unrelated to investments. He is affiliated with Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, retirement plans, and organizations. The firm offers a range of financial planning and management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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James G

CFP®, Series 66

Beachwood, OH

Guardian Life

James Gaudio is a CFP® and holds a Series 66 license, currently associated with Guardian Life and Park Avenue Securities. He has four years of industry experience, including roles at Guardian Life Insurance Company and Lifetime Financial Growth. His background also includes work related to education and camp administration. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a mix of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms, with tailored client relationships that include financial planning, consulting, and access to insurance and alternative investment products.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Carlos V

Series 63, Series 65

El Paso, TX

Guardian Life

Carlos Veytia is a financial advisor at Guardian Life with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Park Avenue Securities since 2004. His background includes providing insurance product sales in addition to his advisory role. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides tailored financial planning and consulting through a variety of proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Mark P

Series 63, Series 65

Glenview, IL

Guardian Life

Mark Pietsch is a financial advisor at Guardian Life with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Securian Financial Services and PRUCO Securities. Pietsch is also associated with The Pietsch Financial Group, Inc. and True Wealth Strategies LLC. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, institutional clients, and businesses. The firm offers a range of financial planning, discretionary management, and model-based strategies, combining proprietary and third-party platforms to tailor client solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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William C

Series 63, Series 65

Hunt Valley, MD

Guardian Life

William Crossan III is a financial advisor at Guardian Life with 16 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including New York Life Insurance Company, Eagle Strategies, and OneAmerica Securities. Outside of his advisory work, he is involved in life coaching through Campfire Culture. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products, alternative investments, and integrated lending options.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Alessandra G

Series 65, Series 66

Florham Park, NJ

Guardian Life

Alessandra Grassi is a financial advisor with Guardian Life and holds Series 65 and Series 66 designations. She has 11 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company over multiple periods since 2019. Outside of her advisory role, she is involved with Grassi Advisors, supporting partners within the firm. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage and investment advisory services to individuals, including high-net-worth clients, as well as corporate and retirement plan sponsors, charitable organizations, and businesses. Its investment approach combines advisor-led discretionary management with model-based strategies, offering a range of proprietary and third-party solutions tailored to client needs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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David W

Series 66

Mobile, AL

Guardian Life

David Wallace is a financial advisor with Guardian Life and holds the Series 66 designation. He has five years of experience in the industry, including roles at Park Avenue Securities and Strategic Wealth Specialists. Before entering financial services, he spent four years at Franciscan University of Steubenville. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charities, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Josh W

Series 63, Series 65

Tulsa, OK

Guardian Life

Josh Wawrzonek is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 19 years of industry experience. His prior work includes roles at Mass Mutual Investors Services and MSI Financial Services. Outside of his advisory work, he is a board member of the nonprofit Family for Life and is involved in coaching and development through Inspire Legacy Partners LLC. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporations, and charitable organizations. The firm provides tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary programs and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Destiney D

Series 66

Raleigh, NC

Guardian Life

Destiney Deschaines is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. Prior to joining Guardian Life, she worked at Equitable Advisors and held various roles including at 41 North Coffee Company and the University of Connecticut. She co-owns J&D Cutter Row, LLC, a real estate business established with her father. Guardian Life operates through Park Avenue® Wealth Management, providing brokerage and advisory services to individuals, corporations, retirement plans, and nonprofits. The firm combines advisor-led discretionary management with model-based strategies and offers access to insurance products, alternative investments, and integrated lending options.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Michael K

CFP®, Series 63, Series 65

Rye Brook, NY

Guardian Life

Michael Klotz is a financial advisor with Guardian Life and Park Avenue Securities, holding CFP® certification and Series 63 and 65 licenses. He has 31 years of industry experience, including long-term roles at Guardian Life and Park Avenue Securities since 2006, as well as First Level Capital since 2002. Outside of his advisory work, he is involved in collectibles sales on eBay. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Dustin H

Series 66

Crestview, FL

Guardian Life

Dustin Holloway is a financial advisor at Guardian Life with the Series 66 designation and one year of industry experience. His prior work includes roles at Park Avenue Securities and the Florida House of Representatives. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, businesses, and retirement plan sponsors. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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William F

Series 66

Atlanta, GA

Guardian Life

William Francis is a Series 66-credentialed advisor with Guardian Life and Park Avenue Securities, based in Atlanta, GA. He has two years of industry experience, previously working with Ashford Advisors for four years and has been engaged in insurance business activities outside of Guardian. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining discretionary management with model-based strategies and access to proprietary and third-party advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Matthew S

Series 66

Rye Brook, NY

Guardian Life

Matthew Spergel is a Series 66-licensed financial advisor with Guardian Life, based in Rye Brook, NY, and has six years of industry experience. He previously worked at Kaufman Borgeest & Ryan LLP for 12 years and currently serves as Co-Treasurer of the Naramake PTA. Additionally, he refers personal injury plaintiffs to law firms as part of his legal activities. He works with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of tailored financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Frank S

Series 63, Series 65

New York, NY

Guardian Life

Frank Schursky is a financial advisor with Guardian Life in New York, NY, holding Series 63 and Series 65 licenses and 17 years of industry experience. He has worked with Guardian Life and its related entities since 2008 and has been associated with Forest Hills Financial since 2007. In addition to his advisory role, he acts as a life, accident, and health insurance broker. Guardian Life’s Park Avenue® Wealth Management offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party advisory solutions, and integrated lending options.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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William J

Series 66

Cincinnati, OH

Guardian Life

William Jones Jr. is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, based in Cincinnati, OH. He has two years of experience in the financial services industry. Outside of his advisory role, he serves as president of the AmSpirit Networking Group and is a board member of Rooms with Love, a nonprofit that furnishes homes for people in need. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Scott M

Series 66

Woodcliff Lake, NJ

Guardian Life

Scott Martin is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Park Avenue Securities and Guardian Life. Prior to his advisory career, he worked in the food service industry and spent several years as a student. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm provides financial planning and consulting through a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Ralph B

Series 63

Rome, GA

Guardian Life

Ralph Barden is a financial advisor with Guardian Life and holds a Series 63 designation, bringing 39 years of industry experience. His career includes roles at Park Avenue Securities, Hornor, Townsend & Kent, and Penn Mutual Life Insurance Company. Outside of his advisory work, he provides income tax consultation through Peachtree Tax Advisors, LLC, and teaches a graduate-level course at The New Orleans Baptist Theological Seminary. Guardian Life, through its subsidiary Park Avenue Securities, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party advisory solutions, and integrated lending options.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Brian O

Series 63, Series 65

Newburgh, IN

Guardian Life

Brian Owen is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and offering 15 years of industry experience. He has been with Park Avenue Securities since 2011 and affiliated with Guardian Life since 2010. Outside of his advisory role, he is involved in insurance sales through Guardian Life Insurance Company. Park Avenue Securities is a subsidiary of The Guardian Life Insurance Company of America that provides brokerage and investment advisory services to individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and advisory solutions tailored to client needs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Daniel P

Series 63, Series 66

Paramus, NJ

Guardian Life

Daniel Pace is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and bringing 21 years of industry experience. His career includes long-term roles at both Guardian Life and Park Avenue Securities since 2007. He is also licensed to conduct insurance business with other companies outside of Guardian Life. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides customized client solutions through a combination of advisor-led discretionary management, model-based strategies, proprietary programs, and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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