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Steven E
Series 66
Riverside, RI
Guardian Life
Steven Earle is a financial advisor with Primerica Advisors, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Mass Mutual Investors Services. Outside of his advisory work, he is involved with Evolution Financial LLC, a separate business activity unrelated to investments. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial and retirement planning. The firm employs a mix of proprietary and third-party investment strategies and provides a range of account-level services including lending solutions and donor-advised fund options.
Anthony R
Series 66
Boston, MA
Guardian Life
Anthony Ragozine is a Series 66-credentialed financial advisor with three years of industry experience, currently affiliated with Primerica Advisors in Boston, MA. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. He also engages in offering insurance products outside of those provided through Guardian. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, 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 solutions and donor-advised funds.
David P
Series 66
Woodcliff Lake, NJ
Guardian Life
David Pugliese is a financial advisor with Primerica Advisors based in Woodcliff Lake, NJ, holding a Series 66 license and having 10 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company throughout his career. Outside of advising, he is involved in consulting through Planning Alliance Consulting and Campanella Consulting Services, and he owns GAMMA FINANCIAL, LLC. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and fee-based advisory services. The firm employs a variety of investment strategies through proprietary and third-party managers and provides integrated financial planning and lending solutions.
John S
Series 63, Series 65, Series 66
Port Jefferson Station, NY
Guardian Life
John Spoleti is a financial advisor with Primerica Advisors and holds Series 63, 65, and 66 licenses. He has 31 years of industry experience, including roles at Guardian Life Insurance and Park Avenue Securities. Outside of his advisory work, he is involved with a firm that sells fixed life insurance products. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services along with financial and retirement planning. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services including lending and donor-advised funds.
Mark S
Series 63, Series 65
Northborough, MA
Guardian Life
Mark Smiley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with The Guardian Life Insurance Company and Park Avenue Securities since 2014, and has been with Primerica Advisors since 1999. Smiley serves on the Board of Corporators at Bay Savings Savings Bank, providing feedback on customer service. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.
Matthew G
Series 66
New York, NY
Guardian Life
Matthew Goldstein is a financial advisor at Park Avenue Securities, a subsidiary of Guardian Life, with two years of industry experience. He holds the Series 66 designation and previously worked at the Gerson Lehrman Group and the University of Michigan. Park Avenue Securities serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, retirement consulting, and investment advisory services. The firm offers both discretionary and non-discretionary advisory relationships, including proprietary and third-party model portfolios, along with digital advisory solutions.
William W
Series 66
Greer, SC
Guardian Life
William White is a financial advisor with Guardian Life, holding a Series 66 license and one year of industry experience. He has worked at several firms including Raymond James Financial Services Advisors, Inc., and Park Avenue Securities. Outside of his advisory role, he is involved with Hucks Financial Services, LLC in a non-investment capacity. William is affiliated with Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America that provides brokerage services, financial planning, and retirement consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary investment advisory programs using in-house and third-party models.
Robert W
CFP®, ChFC®, Series 63
Farmington, CT
Guardian Life
Robert Worgaftik is a financial advisor with Guardian Life and Park Avenue Securities, holding CFP® and ChFC® designations and more than 47 years of industry experience. He has worked at both Guardian Life and Park Avenue Securities since 1999. Outside of his advisory role, he is a 20% owner of Treasure Map, LLC, a company providing blockchain document storage for family offices focused on estate planning. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, retirement plans, and institutional clients with brokerage, financial planning, and advisory services that include model portfolios and digital advisory solutions.
Jonathan D
CFP®, ChFC®, Series 63
Beachwood, OH
Guardian Life
Jonathan Douglas is a CFP® and ChFC® with 18 years of industry experience. He is affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2013. Park Avenue Securities LLC operates as Park Avenue® Wealth Management, a dually registered broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients, utilizing a range of proprietary and third-party investment advisory programs.
Ronald J
Series 63, Series 65
Braintree, MA
Guardian Life
Ronald Judkins is a financial advisor with Guardian Life and holds the Series 63 and Series 65 designations. He has five years of industry experience, including prior roles at Edward Jones, Pruco Securities/Prudential, and New York Life Insurance Company. Judkins has also been involved with McAdam LLC, an RIA firm, where he provided financial advice. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services. The firm offers both discretionary and non-discretionary advisory relationships, utilizing model portfolios from in-house and third-party managers.
Ryan B
Series 65, Series 63
Roslyn, NY
Guardian Life
Ryan Beattie is a financial advisor at Guardian Life with five years of industry experience. He holds the Series 65 and Series 63 designations and has worked at Park Avenue Securities and Guardian Life since 2020. Prior to that, he was employed at Joseph Colarusso's State Farm Agency and Coast 2 Coast Insurance Agency. Park Avenue Securities LLC, operating 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 provides brokerage services, financial planning, retirement plan consulting, and both proprietary and third-party investment advisory programs.
Autumn T
Series 63
Canton, OH
Guardian Life
Autumn Taylor is a financial advisor with Primerica Advisors, holding a Series 63 designation and 37 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018 and has prior experience at Cetera Advisor Networks, Vantage Financial Group, and Vicus Capital. In addition to her advisory role, she is also an insurance broker for products other than Guardian. 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 brokerage and advisory services with a range of proprietary and third-party investment programs.
Jeffrey B
Series 66
Boynton Beach, FL
Guardian Life
Jeffrey Brachfeld is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and six years of industry experience. He previously worked at American Express for eight years. Outside of advising, he serves as vice president of the NPI Networking Group, a role unrelated to investment activities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser wholly owned by The Guardian Life Insurance Company of America. The firm serves individuals, pension plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement consulting, and a range of advisory programs including proprietary and third-party models.
Chase P
Series 66
Scottsdale, AZ
Guardian Life
Chase Perchal is a Series 66–licensed financial advisor based in Scottsdale, AZ, with two years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, a subsidiary of Guardian Life. Outside of his advisory role, he works as a hunting guide for Big Chino Outfitters in Prescott, AZ. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, serves individual, pension, charitable, and corporate clients with brokerage services, financial planning, and investment advisory programs, including discretionary and non-discretionary portfolios and a hybrid digital advisory solution.
Robert H
Series 66, Series 63
Shreveport, LA
Guardian Life
Robert Hudnall is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 66 and Series 63 licenses and bringing 13 years of industry experience. His prior roles include positions at New York Life Insurance Company, Eagle Strategies, and managing Hudnall Wealth LLC. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individual and institutional clients with brokerage services, financial planning, retirement plan consulting, and investment advisory programs that combine proprietary and third-party model portfolios.
Evan W
CFP®, ChFC®, Series 66
New York, NY
Guardian Life
Evan Wohl is a financial advisor with Primerica Advisors based in New York, NY, holding the CFP®, ChFC®, and Series 66 designations and has 16 years of industry experience. He has worked at Park Avenue Securities, Guardian, and Hollywood Golf Club since 2008. Wohl serves on the advisory board of the Hoppe Gala, a nonprofit organization. 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 range of investment strategies through proprietary models, third-party managers, and digital advice solutions.
Michael R
Series 63, Series 65
New York, NY
Guardian Life
Michael Ringel is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His work history includes roles at Primerica Advisors and Guardian Life Insurance Company, as well as Park Avenue Securities. Outside of his advisory work, he is also involved in accounting, tax, and consulting services through his CPA practice. Park Avenue Securities serves a diverse client base ranging from individual investors to corporations, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary and third-party models, supporting both discretionary and non-discretionary accounts.
Shane P
Series 63, Series 65
Jacksonville, FL
Guardian Life
Shane Pipher is a financial advisor with Primerica Advisors in Jacksonville, FL, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co since 2015. Outside of his advisory role, he serves as a durable power of attorney for his mother. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies alongside financial and business consulting.
Michael S
Series 66
Casper, WY
Guardian Life
Michael Schulte is a financial advisor with Primerica Advisors based in Casper, Wyoming, holding a Series 66 designation and 12 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2013. Schulte serves on the board of directors for Advance Casper, a local community organization. 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 brokerage and advisory services, financial planning, and retirement-plan consulting through a variety of proprietary and third-party investment programs.
Duong H
Series 63, Series 65
Naples, FL
Guardian Life
Duong Ho is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and three years of industry experience. Prior to his current role, he worked with Guardian Life Insurance Company and Park Avenue Securities. Outside of finance, he has experience in the restaurant industry, having worked at The French Brasserie and Campielo. 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 across multiple platforms.
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