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Paul B
Series 63, Series 65
Greensboro, NC
Guardian Life
Paul Bestehorn is a financial advisor at Guardian Life with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Guardian Life, Park Avenue Securities, LLC, L.M. Kohn & Company, and Qualified Plan Administrators, among others. 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 combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.
Stephen K
Series 63, Series 66
San Diego, CA
Guardian Life
Stephen Koh is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and over 23 years of industry experience. His career includes multiple roles at Park Avenue Securities and Guardian Life, as well as six years at MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory work, he serves as a sports official on a part-time basis. 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 insurance products, alternative investments, and various financial planning and consulting services.
Palmer C
Series 66
Atlanta, GA
Guardian Life
Palmer Curry is a Series 66–licensed financial advisor with six years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company of America, and Ashford Advisors. Outside of his advisory duties, he serves as co-executor on his mother’s trust. 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 blend of advisor-led discretionary management and model-based strategies, along with access to proprietary programs and third-party solutions.
Yoon Hi K
Series 66
Needham, MA
Guardian Life
Yoon Hi King is a financial advisor with Guardian Life and holds a Series 66 designation. She has five years of industry experience, including roles at both Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory work, she serves as co-trustee of the Andrew D. King Trust. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions.
Matthew G
Series 63, Series 65
Green Bay, WI
Guardian Life
Matthew Garot is a financial advisor at Guardian Life with 18 years of industry experience. He holds Series 63 and Series 65 designations. His career includes tenures at several firms, including Associated Investment Services, Packerland Brokerage Services, and Waddell & Reed. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm provides a range of financial planning and investment management solutions, including discretionary and model-based strategies supported by proprietary programs and third-party platforms.
Kenneth B
CFP®, Series 63
Brielle, NJ
Guardian Life
Kenneth Bogert is a CFP® credentialed financial advisor with 40 years of industry experience, currently with Guardian Life since 2010. He is licensed to sell insurance products outside of Guardian as part of his business activities. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, providing tailored client solutions including financial planning, consulting, and access to proprietary and third-party investment programs.
Alexandre Q
Series 66
King of Prussia, PA
Guardian Life
Alexandre Quantin is a financial advisor with Guardian Life and holds a Series 66 designation. He has 11 years of industry experience and has worked at Guardian Life and its affiliate, Park Avenue Securities, since 2012. Quantin serves on the board of the French International School of Philadelphia and operates two consulting and service businesses outside the investment industry. Park Avenue Securities LLC, part of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers tailored client relationships with discretionary and non-discretionary management, a range of advisory solutions, and access to insurance and alternative investment products.
Alfred R
ChFC®, Series 63, Series 65
Atlanta, GA
Guardian Life
Alfred Robertson is a financial advisor with Guardian Life and holds the ChFC®, Series 63, and Series 65 designations. He has 30 years of industry experience and has worked at firms including Park Avenue Securities and Peachtree Planning Advisors, Inc. He also advises on Multi Life Disability outside of his investment-related activities. Park Avenue® Wealth Management, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses, offering tailored client solutions through a combination of advisor-led and model-based investment strategies.
Francisco A
Series 66
Holmdel, NJ
Guardian Life
Francisco Acevedo is a Series 66-licensed financial advisor with 15 years of industry experience. He is currently with Guardian Life and Park Avenue Securities, bringing prior experience from firms including Lincoln Financial, RobustWealth, Brinker Capital, Merrill, and Morgan Stanley. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and nonprofits. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with proprietary and third-party advisory solutions tailored to client needs.
James D
CFP®, Series 63, Series 65
Holmdel, NJ
Guardian Life
James Dematteo is a CFP®-designated financial advisor with 21 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2006. Dematteo also operates JPD Financial, LLC, a business related to accounting and business income. 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 combined with discretionary management and model-based strategies through proprietary and third-party platforms.
Cara L
Series 66
Charlotte, NC
Guardian Life
Cara Lindner is a Series 66-licensed financial advisor with 19 years of industry experience. She is currently with Park Avenue Securities, a subsidiary of Guardian Life, and has previously worked at firms including Worth Financial Advisory Group, Cambridge Investment Research, and Raymond James Financial Services. Outside of her advisory roles, Lindner was involved with the Charlotte YMCA for four years. Park Avenue Securities 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 consulting and planning services tailored to client needs.
Benjamin C
Series 66
Charlotte, NC
Guardian Life
Benjamin Cheaney is a financial advisor at Guardian Life with two years of industry experience. He holds a Series 66 designation and previously worked at Ernst & Young and Morningstar. 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 a combination of advisor-led discretionary management, model-based strategies, and a digital advisory solution, with access to insurance products and alternative investments.
Enrico I
Series 63
Melville, NY
Guardian Life
Enrico Indelicato Jr. is a financial advisor with Guardian Life, holding a Series 63 credential and bringing 26 years of industry experience. He has been with Guardian Life since 2010. Outside of his advisory role, he is involved in providing small group health insurance for businesses with 2 to 50 employees. Guardian Life's Park Avenue® Wealth Management offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm delivers customized financial planning and portfolio management through advisor-led discretionary and model-based strategies, combining proprietary and third-party platforms.
Annette H
Series 63, Series 65
Crystal Lake, IL
Guardian Life
Annette Hammortree is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. She has worked at Guardian Life and Park Avenue Securities since 2005, with a brief tenure at MSI Financial Services. Beyond her advisory role, she serves on the boards of PACT, Inc. and Lifes Plan Inc., organizations that provide trustee services and support to people with disabilities. 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 tailored client solutions including financial planning, consulting, and access to proprietary and third-party advisory programs.
Nancy G
CFP®, ChFC®, Series 63, Series 65
Teaticket, MA
Guardian Life
Nancy Garrison is a CFP® and ChFC® with 39 years of experience in financial advising. She is currently with Guardian Life and Park Avenue Securities, where she has worked since 2015. Prior to that, she held roles at Eagle Strategies, Northwestern Mutual Investment Management, and 1st Global Advisors. She also operates Hilton Garrison LLC, a separate financial planning and insurance services business. Nancy is affiliated with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which 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 and offers access to proprietary and third-party investment programs.
Lester I
Series 65, Series 63
Houston, TX
Guardian Life
Lester Inniss is a financial advisor with Guardian Life based in Houston, TX, holding Series 63 and Series 65 licenses with seven years of industry experience. His career includes roles at Guardian Life, Park Avenue Securities, and Northwestern Mutual. He has also engaged in insurance sales through Ash Brokerage. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and nonprofit organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms, with a focus on tailored client relationships and access to insurance products and alternative investments.
Jay P
ChFC®, Series 63
Glenview, IL
Guardian Life
Jay Pollack is a financial advisor at Guardian Life with 43 years of industry experience. He holds the ChFC® and Series 63 designations. Pollack has worked extensively with both Guardian Life Insurance Company and Park Avenue Securities throughout his career. He also operates Laurus Strategies for Wealth, a business 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, corporations, 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.
Eduardo V
ChFC®, Series 63, Series 65
Farmington, CT
Guardian Life
Eduardo Vela is a ChFC® with 20 years of experience in the financial services industry. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 2023. His prior experience includes roles at Northwestern Mutual Wealth Management Company and its affiliated entities, as well as Ameritas Investment Company and PRUCO Securities. 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 combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions, along with integrated insurance and alternative investment options.
Jennifer M
Series 63, Series 65
Lynwood, WA
Guardian Life
Jennifer Mc Kasson is a financial advisor with Guardian Life who holds Series 63 and Series 65 licenses and has nine years of industry experience. She previously worked at Horace Mann Companies and Horace Mann Investors, Inc. She is also involved with the Girl Scouts of Western Washington as a troop leader. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides both brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside access to proprietary programs and third-party advisory solutions.
Dunavan H
Series 66
Honolulu, HI
Guardian Life
Dunavan Hahn is a financial advisor at Guardian Life with five years of industry experience. He holds the Series 66 designation and has previously worked at WestPac Wealth Partners and Park Avenue Securities. Outside of his advisory role, he has experience working with Elite Parking Services. Park Avenue Securities LLC, where Dunavan is affiliated, 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 insurance products and alternative investments through its connection with Guardian Life.
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