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John F

Series 63, Series 65

Memphis, TN

Guardian Life

John Fisher is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and 22 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2012. 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 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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Egon M

Series 66

Buffalo, NY

Guardian Life

Egon Moldenhauer is a financial advisor at Guardian Life with 10 years of industry experience and holds a Series 66 designation. He has been with Park Avenue Securities and Guardian Life since 2016. Outside of his advisory role, Moldenhauer serves as President and CEO of Vectorr Industries LLC and holds board positions with the Buffalo Niagara River Land Trust and Wincrest Sportsman's Association. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 combines advisor-led discretionary management with model-based strategies and offers a variety of financial planning, consulting, and investment 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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Brandon M

Series 63, Series 65

Holmdel, NJ

Guardian Life

Brandon Meyers is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has three years of industry experience and has worked with both Park Avenue Securities and Guardian Life. Outside of his advisory role, he serves as Director of Youth Operations at Sportsplex at Metuchen. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides 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 offers a range of financial planning and consulting 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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Paul J

CFP®, Series 66

Brentwood, TN

Guardian Life

Paul Johnson is a CFP®-certified financial advisor with 20 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2023. His prior roles include positions at Oakworth Capital Bank, Platinum Music Management, and Cetera Investment Advisors LLC. Johnson serves as a board member of the nonprofit Stronger Than My Father. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management under Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through a combination of 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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Meggan P

Series 63, Series 66

Burleson, TX

Guardian Life

Meggan Pierce is a financial advisor with Guardian Life and holds Series 63 and Series 66 designations. She has 18 years of industry experience, including roles at Park Avenue Securities, First Command Financial Planning, and TD Ameritrade. She is based in Burleson, TX. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, 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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Gregory S

Series 63, Series 65

Northboro, MA

Guardian Life

Gregory Stamas is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Park Avenue Securities and Guardian Life since 2005. Stamas also operates Stamas Financial Group, LLC, an insurance sales business. Park Avenue Securities, 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 combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions, including specialized lending options 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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Craig K

Series 63, Series 65

New York, NY

Guardian Life

Craig Katz is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been affiliated with Guardian Life and Park Avenue Securities since 2004 and has business activities involving placing non-Guardian insurance products with outside carriers and marketing under Tempus Financial Group, LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, high-net-worth clients, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of brokerage and advisory services, including financial planning, model-based portfolio management, and access to proprietary and third-party investment 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 R

Series 66

Paramus, NJ

Guardian Life

William Roerden is a financial advisor at Guardian Life with 11 years of industry experience and holds a Series 66 designation. His career includes multiple roles at Guardian Life and Park Avenue Securities since 2013. Roerden is also licensed to sell insurance products beyond Guardian offerings. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to a wide range of clients, combining advisor-led discretionary management with model-based strategies and offering access to proprietary programs and third-party 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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Kory P

CFP®, Series 63, Series 65

Magnolia, TX

Guardian Life

Kory Pippin is a financial advisor at Guardian Life with 24 years of industry experience. He holds the CFP® designation along with Series 63 and Series 65 licenses. Pippin’s career includes tenure at Park Avenue Securities, Guardian Life Insurance Company, IMG Financial Group, and Minnesota Life Insurance Co. He is also the owner of EP3 Insurance Group LLC, which offers property and casualty insurance products. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies, offering a range of financial planning, consulting, and investment 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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Derrick F

Series 63, Series 66

Ridgeland, MS

Guardian Life

Derrick Freeman is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Guardian Life and Park Avenue Securities since 2010. Outside of his advisory role, he serves as co-trustee for a family member’s Solo 401(k) plan and operates Freeman Consulting Services, LLC for tax purposes. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions and integrated financial planning services.

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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George P

Series 66

Rye Brook, NY

Guardian Life

George Papanicolaou is a financial advisor with Guardian Life and holds a Series 66 designation. He has five years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved in managing a family LLC focused on commercial real estate ownership. Park Avenue Securities LLC, a wholly owned 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 employs a combination of advisor-led discretionary management and model-based strategies, providing clients access to proprietary and third-party advisory solutions along with integrated lending and insurance 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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Matthew D

Series 63, Series 65

Canton, OH

Guardian Life

Matthew Diruzza is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Guardian Life since 2015 and Park Avenue Securities since 2016. He also sells group insurance products outside of Guardian Life. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of investment strategies including advisor-led discretionary management and model-based approaches, along with 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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Austin S

Series 66

Florham Park, NJ

Guardian Life

Austin Singer is a financial advisor at Guardian Life and Park Avenue Securities with three years of industry experience. He holds the Series 66 designation and has prior work history spanning Guardian Life and Park Avenue Securities. Outside of his advisory role, he owns Renn Capital LLC and Shadow Pond Protection Services, LLC, which is involved in insurance sales. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and retirement plan sponsors. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary and third-party 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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Robert G

CFA®, Series 63

New Canaan, CT

Guardian Life

Robert Gibson is a CFA® charterholder with 15 years of experience in the financial services industry. He is currently with Guardian Life and Park Avenue Securities, having previously worked at Northwestern Mutual Wealth Management Company and HCFP Capital Markets. Gibson is based in New Canaan, CT. 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 combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party solutions, and a digital advisory platform.

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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Robert A

Series 66

Charlotte, NC

Guardian Life

Robert Armstrong is a Series 66-licensed financial advisor with 12 years of industry experience, currently with Guardian Life. His prior roles include positions at Park Avenue Securities, Dempsey Lord Smith, LLC, and Advisory Services Network, LLC. Outside of his advisory work, he serves as president of a local BNI chapter and engages in peer-to-peer car rentals. 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, businesses, and charitable organizations. The firm integrates advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to clients’ 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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Barton P

Series 63, Series 65

Irvine, CA

Guardian Life

Barton Pearce is a financial advisor with Guardian Life and holds the Series 63 and Series 65 licenses. He has 15 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and PRUCO Securities. His work involves offering insurance products from multiple carriers when appropriate. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services.

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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Brennan D

Series 66

Las Vegas, NV

Guardian Life

Brennan Drew is a financial advisor at Guardian Life with 12 years of industry experience. He holds a Series 66 designation and has been with Guardian Life since 2011. Outside of his advisory role, he coaches wrestling at a local high school and is an author, having published the book *Financial Malpractice*. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital 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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Bronson M

Series 66, Series 63

Tampa, FL

Guardian Life

Bronson Mehlman is a financial advisor with Guardian Life and holds Series 66 and Series 63 licenses. He has one year of industry experience, previously working at Park Avenue Securities LLC. Outside of finance, he has experience in the food service sector, including roles at Meat Market and Taste of Belgium. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, 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, consulting, and model-based investment strategies delivered through 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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Slavica K

Series 66

Coral Gables, FL

Guardian Life

Slavica King is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. Her background includes multiple roles at Guardian Life since 2019 and prior work at Slanted Door, Lokanta, Oasis, and Blackhawk Grille. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and discretionary management, combining proprietary and third-party strategies alongside 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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Phyllis W

Series 65, Series 66

Bethlehem, PA

Guardian Life

Phyllis Williams is a financial advisor with Guardian Life and holds Series 65 and Series 66 designations. She has 27 years of industry experience and has worked at Park Avenue Securities since 2016, as well as earlier roles with Cornerstone Advisors Asset Management and Cornerstone Institutional Investors. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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, consulting, and investment management solutions, including proprietary wrap programs and third-party advisory 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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