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Russell C
Series 63
New York, NY
Guardian Life
Russell Carpentieri is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and over 33 years of industry experience. His career includes long-term tenure at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he serves as a board member of the National Football Foundation and holds a minority ownership stake in Ghost Spirits LLC. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and investment management solutions, including advisor-led discretionary management, model-based strategies, and a digital advisory platform.
Robert M
ChFC®, Series 66
Vestavia Hills, AL
Guardian Life
Robert Moore is a financial advisor with Guardian Life in Vestavia Hills, AL, holding the ChFC® and Series 66 designations and possessing 22 years of industry experience. He has worked with Guardian Life and its related entities since 2015. Moore serves on the Board of Directors for the Vestavia Hills Fire Department Foundation. Guardian Life, through 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 combination of advisor-led discretionary management and model-based strategies, utilizing proprietary programs and third-party platforms, along with access to insurance products and alternative investments.
Jonathan B
CFP®, Series 65, Series 66
Needham, MA
Guardian Life
Jonathan Barnett is a CFP® professional at Guardian Life with five years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021. Outside of his advisory work, he serves as a power of attorney and healthcare proxy for a family member. Guardian Life’s subsidiary Park Avenue® Wealth Management offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions using both discretionary and model-based strategies supported by proprietary programs and third-party platforms.
Daniel M
Series 63, Series 65
Beachwood, OH
Guardian Life
Daniel Mullaney is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been associated with both firms since 2015. Outside of his advisory role, he is involved in fixed insurance activities beyond 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 range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party programs.
Joshua L
Series 63, Series 66
Beachwood, OH
Guardian Life
Joshua Lontoc is a financial advisor with Guardian Life and holds Series 63 and Series 66 designations. He has three years of industry experience and previously worked at firms including J.P. Morgan Securities LLC and Thrivent Financial. 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 tailored client relationships through discretionary and non-discretionary mandates, combining advisor-led management with model-based strategies and access to proprietary and third-party platforms.
Richard P
Series 63, Series 65
Needham, MA
Guardian Life
Richard Paine Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at both firms since 2013 and is engaged in occasional life, disability, and long-term care insurance 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, 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 programs and third-party platforms, including access to insurance products and alternative investments.
Jeffrey S
ChFC®, Series 66
Canton, OH
Guardian Life
Jeffrey Sirak is a financial advisor with Guardian Life and holds the ChFC® and Series 66 credentials. He has 20 years of industry experience and has worked with Park Avenue Securities, Guardian Life Insurance Co., and Sirak Financial Companies since 2006. Sirak serves as co-trustee of the Lindsay Morgan Sirak Living Trust alongside his wife. 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 customized client solutions through advisor-led discretionary management, model-based strategies, and a range of financial planning and consulting services.
Daniel B
Series 63, Series 65
Charlotte, NC
Guardian Life
Daniel Barry Jr. is a financial advisor at Guardian Life with 10 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at BrightHouse Securities, LLC and MetLife. 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 range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.
Madison C
Series 66
Reston, VA
Guardian Life
Madison Cappas is a financial advisor at Park Avenue Securities, a subsidiary of Guardian Life, holding a Series 66 designation with three years of industry experience. Prior to joining the firm, Madison worked at Total Wine & More and held positions in education at Fairfax County Public Schools, Great Lakes Academy, and Miami University. Park Avenue Securities 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 through proprietary and third-party platforms.
Clinton D
ChFC®, Series 63, Series 65
Tucson, AZ
Guardian Life
Clinton Davis is a financial advisor with Guardian Life in Tucson, AZ, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 51 years of industry experience and has been with Guardian Life and its affiliated entities since 1986. Outside of his advisory role, he owns and operates Clinton Davis Financial Services, Inc., which includes managing a health and life insurance agency in California. He also serves as Chair of the Risk Sub-committee of the Finance Committee for Saint Philip's in the Hills Episcopal Church in Tucson. Guardian Life, through its Park Avenue® Wealth Management subsidiary, 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. The firm offers a mix of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments.
Lydia A
Series 63, Series 66
Needham, MA
Guardian Life
Lydia Asaf is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. Her prior roles include positions at Zyon Capital Partners LLC, Liberty Mutual Investments, BlackRock, and Barclays Capital. Outside of her advisory work, she serves on the boards of Girls on the Run Worcester County and Newton Wellesley Hospital and is an executive member of the Parent Teacher Organization at Memorial Spaulding Elementary School. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and a range of proprietary and third-party programs.
Adam G
CFP®, Series 63, Series 65
Southfield, MI
Guardian Life
Adam Gordon is a CFP® with 15 years of experience in financial services, currently affiliated with Guardian Life and its subsidiary Park Avenue Securities. His prior experience includes nearly a decade with Northwestern Mutual in various capacities. Outside of financial advising, he is involved with Picasso Distribution, LLC, a company selling electronic oral vaporizers to wholesalers. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm integrates advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and proprietary investment solutions.
Brenden B
Series 66
Beavercreek, OH
Guardian Life
Brenden Baker is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His prior roles include positions at Fortress Financial & Wealth Management, Northwestern Mutual, and the University of Cincinnati. Guardian Life's subsidiary, Park Avenue Securities LLC, 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 relationships supported by proprietary and third-party platforms.
Robert M
Series 63, Series 65
Saint Augustine, FL
Guardian Life
Robert Markwalter II is a financial advisor with Guardian Life who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He has worked extensively with Guardian Life and its affiliates since 1999 and has also been associated with Northwestern Mutual Life Insurance. His outside business activities include involvement in group health and disability insurance. Guardian Life, through its 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 blend of advisor‑led discretionary management and model‑based strategies, along with access to proprietary and third‑party investment solutions.
Marguerite R
ChFC®, Series 63, Series 65
Venice, CA
Guardian Life
Marguerite Rangel is a financial advisor with Guardian Life and holds the ChFC® designation along with Series 63 and 65 licenses. She has 28 years of industry experience and previously worked with Park Avenue Securities. Rangel is an active member of the California State Bar and the U.S. Supreme Court Bar and serves as a director on the board of the Jonathan Club, a 501(c)(7) organization. Guardian Life’s subsidiary, Park Avenue Securities LLC, 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 integrated lending options.
Christie R
CFP®, ChFC®, Series 63
Plano, TX
Guardian Life
Christie Russell is a CFP® and ChFC® with 11 years of industry experience. She is currently affiliated with Guardian Life and Park Avenue Securities, with prior experience at Northwestern Mutual Wealth Management Company. 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 combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and digital advisory solutions.
James E
Series 63, Series 65
Memphis, TN
Guardian Life
James Earhart is a financial advisor at Guardian Life with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guardian Life since 1988. Outside of his advisory role, he participates in focus group and eye studies. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and advisory services to individuals, retirement plans, and organizations. The firm combines discretionary management with model-based strategies and provides access to insurance products and alternative investments.
Jared E
ChFC®, Series 66
Pittsburgh, PA
Guardian Life
Jared Etkins is a financial advisor with Guardian Life and holds the ChFC® designation and Series 66 license. He has 10 years of industry experience and has been with Park Avenue Securities and Guardian Life since 2016. 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 advisor-led discretionary management with model-based strategies and access to proprietary programs and third-party solutions.
James M
CFP®, ChFC®, Series 63, Series 65
Pittsburgh, PA
Guardian Life
James McGovern is a CFP® and ChFC® affiliated with Guardian Life and Park Avenue Securities, with 23 years of industry experience. He has worked at Guardian Life Insurance Company of America and its subsidiary Park Avenue Securities since 2002. McGovern also engages in insurance sales outside of Guardian to place products when needed. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led management alongside model-based strategies, and integrates proprietary and third-party solutions to tailor client relationships.
James C
Series 66
Fort Myers, FL
Guardian Life
James Carter is a financial advisor with Guardian Life in Fort Myers, FL, holding a Series 66 designation and five years of industry experience. His prior work includes positions at Park Avenue Securities, Guardian Life Insurance Company, RSTROCK, Trilogy Home Health, and Chicago MedX. Outside of his advisory role, he operates an e-commerce business selling goods online. 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 integrates advisor-led discretionary management with model-based strategies and offers tailored client solutions including financial planning and access to proprietary and third-party investment programs.
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