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Vernon P

ChFC®, Series 63

Atlanta, GA

Guardian Life

Vernon Purcell Jr. is a financial advisor at Guardian Life with 26 years of industry experience. He holds the ChFC® and Series 63 designations and has been affiliated with Park Avenue Securities since 2000. Purcell is the sole owner of Ashford Advisors Inc., a general agency of The Guardian Life Insurance Company of America, and serves on the Dunwoody Country Club Board of Governors. Park Avenue Securities, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies, providing customized client relationships 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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David N

Series 63, Series 65

Glenmoore, PA

Guardian Life

David Najim is a financial advisor at Guardian Life with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guardian Life and its affiliated entities since 2010. Najim has also worked with Park Avenue Securities since 2024. 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, consulting, and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to both 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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Steven E

Series 66

Riverside, RI

Guardian Life

Steven Earle is a financial advisor at Guardian Life with three years of industry experience. He holds a Series 66 designation and has worked at firms including Park Avenue Securities and Mass Mutual Investors Services. Outside of his advisory role, he is involved with Evolution Financial LLC, a business unrelated to investments. 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 individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of investment management and financial planning solutions tailored to client needs, 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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Anthony R

Series 66

Boston, MA

Guardian Life

Anthony Ragozine is a financial advisor at Guardian Life with a Series 66 credential and three years of industry experience. He has worked at Guardian Life, Park Avenue Securities, Northeast Financial Network, and Mass Mutual Investors Services. His outside activities include offering insurance products beyond those provided through 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 combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services 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 P

Series 66

Woodcliff Lake, NJ

Guardian Life

David Pugliese is a Series 66-licensed financial advisor with Guardian Life, based in Woodcliff Lake, NJ, and has 10 years of industry experience. He has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2015. Outside of his advisory work, he is involved in fee-based business and estate consulting through Planning Alliance Consulting and has authored essays intended for publication. 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 combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with tailored client relationships that include financial planning, consulting, and access to insurance 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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John S

Series 63, Series 65, Series 66

Rye Brook, NY

Guardian Life

John Spoleti is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63, 65, and 66 licenses and 31 years of industry experience. His career has been primarily with Guardian Life and its subsidiary firms since 2014. Outside of his advisory role, he is involved with Capital Management Advisory Group Corp, a business focused on the sale of fixed life products. 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 investment management solutions through advisor-led discretionary management, model-based strategies, and digital 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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Mark S

Series 63, Series 65

Northborough, MA

Guardian Life

Mark Smiley is a financial advisor at Guardian Life with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guardian Life since 1994. Outside of his advisory role, he serves on the Board of Corporators at Bay Savings Bank. Park Avenue Securities LLC, a subsidiary of Guardian Life, 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 a range of financial planning, consulting, and proprietary 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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Matthew G

Series 66

New York, NY

Guardian Life

Matthew Goldstein is a financial advisor with Guardian Life and Park Avenue Securities. He holds a Series 66 designation and has two years of industry experience. His work history includes roles at Park Avenue Securities and Guardian Life Insurance Company since 2021, as well as a position at Gerson Lehrman Group prior to that. 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 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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William W

Series 66

Greer, SC

Guardian Life

William White is a Series 66 licensed financial advisor with one year of industry experience. He currently works at Guardian Life and is affiliated with Park Avenue Securities, where he provides brokerage and investment advisory services. His prior experience includes roles at Raymond James Financial Services and Greenville County School District. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of services including financial planning, advisory solutions, and group education, utilizing both discretionary management and model-based strategies supported by 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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Robert W

CFP®, ChFC®, Series 63

Farmington, CT

Guardian Life

Robert Worgaftik is a financial advisor at Guardian Life with 47 years of industry experience. He holds the CFP®, ChFC®, and Series 63 designations. His career includes long-term roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of financial advisory, he is a 20% owner of Treasure Map, LLC, a company providing blockchain document storage for family offices related to estate planning. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers 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 and provides access to proprietary wrap programs, third-party solutions, and digital 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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Jonathan D

CFP®, ChFC®, Series 63

Beachwood, OH

Guardian Life

Jonathan Douglas is a CFP® and ChFC® with 18 years of experience in the financial services industry. He is affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2013. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, including high-net-worth clients, as well as corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based 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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Ronald J

Series 63, Series 65

Braintree, MA

Guardian Life

Ronald Judkins is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Edward Jones, Pruco Securities/Prudential, New York Life Insurance Co, and Deutsche Asset Management. He is also involved with McAdam LLC, an RIA where he provides financial advice. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and 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, delivering customized client solutions through 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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Ryan B

Series 63, Series 65

Roslyn, NY

Guardian Life

Ryan Beattie is a financial advisor at Guardian Life with six years of industry experience. He holds Series 63 and Series 65 designations and has worked at Park Avenue Securities and Guardian Life throughout his career. Prior to his current roles, he was employed by Joseph Colarusso's State Farm Agency and Coast 2 Coast Insurance Agency. 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 advisor-led discretionary management alongside model-based strategies and integrates digital advisory solutions, combining proprietary and third-party platforms to tailor client relationships.

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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Autumn T

Series 63

Canton, OH

Guardian Life

Autumn Taylor is a financial advisor with Guardian Life and holds a Series 63 designation. She has 38 years of industry experience and has worked at firms including Park Avenue Securities, Vicus Capital, and Cetera Advisor Networks. In addition to her advisory work, she is also an insurance broker for products outside of Guardian Life. 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 combination of advisor-led discretionary management and model-based strategies, along 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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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 has previously worked at American Express and currently serves as vice president of the NPI Networking Group. Brachfeld is also the owner of JSB Financial Services Corp, a corporation used for tax purposes to aggregate commissions. 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 combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and investment solutions tailored by its network of investment adviser representatives.

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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Chase P

Series 66

Scottsdale, AZ

Guardian Life

Chase Perchal is a financial advisor with Guardian Life and holds the Series 66 designation. He has two years of industry experience, including prior roles at Morgan Stanley and Farm Bureau Financial Services. Outside of his advisory work, he is involved as a hunting guide with Big Chino Outfitters in Prescott, AZ. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers a range of brokerage and investment advisory services to individuals, institutions, and retirement plan sponsors. The firm combines advisor-managed discretionary strategies with model-based programs and provides 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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Robert H

Series 63, Series 66

Shreveport, LA

Guardian Life

Robert Hudnall is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Hudnall Wealth LLC, Eagle Strategies, TFG Financial, and New York Life Insurance Company. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers advisor-led discretionary management alongside model-based strategies and integrates access to insurance products and alternative investments within its service offerings.

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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Evan W

CFP®, ChFC®, Series 66

New York, NY

Guardian Life

Evan Wohl is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) with 17 years of industry experience. He is associated with Guardian Life and Park Avenue Securities, where he has worked since 2008. Wohl serves on the advisory board of Hoppe Gala, a nonprofit organization. Park Avenue Securities, a subsidiary of Guardian Life, 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, supporting tailored client relationships across 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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Michael R

Series 63, Series 65

New York, NY

Guardian Life

Michael Ringel is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked extensively with Guardian Life since 2014 and joined Park Avenue Securities in 2022. In addition to his advisory role, he provides accounting, tax, and consulting services through his CPA practice. 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 provides tailored client solutions through advisor-led discretionary management, model-based strategies, and a range of integrated financial 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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Shane P

Series 63, Series 65

Jacksonville, FL

Guardian Life

Shane Pipher is a financial advisor with Guardian Life in Jacksonville, FL, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been with Guardian Life and its affiliated companies since 2015. Shane also serves as Durable Power of Attorney for his mother. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers customized financial planning and advisory solutions using a combination of advisor-led discretionary management and model-based strategies delivered via 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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