Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Oliver E
Series 66
Wall, NJ
Guardian Life
Oliver Eaton is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation. He has one year of industry experience, with prior roles at Evolution Financial Group and six years at Trinity Solar. 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 clients tailored financial planning, education, and access to proprietary and third-party advisory solutions.
Matthew H
Series 63
Minnetonka, MN
Guardian Life
Matthew Hermann is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 18 years of industry experience. He has worked at Guardian Life Insurance Company of America and Park Avenue Securities since 2007. His activities include assisting clients with underwriting processes for life and disability insurance through other carriers. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and nonprofit organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and insurance products tailored to client needs.
Charles P
ChFC®, Series 63
Melville, NY
Guardian Life
Charles Palma is a financial advisor with Guardian Life and holds the ChFC® and Series 63 designations. He has 31 years of industry experience and has worked with both Guardian Life Insurance Company and its subsidiary Park Avenue Securities since 2014. Palma also assists clients with Medicare planning to help seniors choose appropriate plans. Guardian Life’s subsidiary Park Avenue Securities offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides a combination of advisor-led discretionary management and model-based strategies, alongside access to insurance products and alternative investments.
Amy L
Series 63, Series 65
Needham, MA
Guardian Life
Amy Lampert is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 50 years of industry experience. She has worked at Guardian Life and Park Avenue Securities since 2011 and previously operated The Lampert Advisory Group for 18 years. Outside of her advisory roles, Amy serves as a FINRA arbitrator, provides organizational consulting and executive coaching, teaches at Brookline High School’s Community and Adult Education program, and is a trustee of the Brookline Symphony Orchestra. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, 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 and provides access to proprietary and third-party advisory solutions, including specialized insurance products and alternative investments.
David G
Series 66
Eatonton, GA
Guardian Life
David Gibson is a financial advisor with Guardian Life, holding a Series 66 designation and 19 years of industry experience. He has worked with Park Avenue Securities and Guardian Life since 2016. Outside of his primary role, he provides insurance products other than those offered by Guardian to his clients. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, providing tailored client relationships and access to proprietary and third-party investment solutions.
Tyler W
CFP®, Series 66
Alpharetta, GA
Guardian Life
Tyler Weyenberg is a CFP® with four years of industry experience, currently with Guardian Life and Park Avenue Securities. His prior work includes roles at Ashford Advisors, RAM Partners LLC, and University of Georgia's Terry Business College. Outside of financial advising, he provides private baseball lessons on a one-on-one 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, and charitable organizations. The firm delivers advisor-led discretionary management combined with model-based strategies through proprietary and third-party platforms, and provides a range of financial planning and consulting services.
Genevieve P
Series 66
Fairport, NY
Guardian Life
Genevieve Paeglow is a financial advisor at Guardian Life with three years of industry experience. She holds a Series 66 designation and has worked with firms including Financial Growth Partners, Alliance Advisory Group, and AP Professionals. She is affiliated with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, which 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 management with model-based strategies and proprietary programs.
Amanda S
CFP®, Series 63, Series 65
New York, NY
Guardian Life
Amanda Salo is a CFP® professional with 19 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. She has held various roles within these firms since 2014. Outside of her financial advisory work, she is an author and speaker working on a book, and has been a freelance musician since 2000. Park Avenue Securities, a subsidiary of 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 tailored client relationships through advisor-led discretionary management, model-based strategies, and a range of proprietary and third-party solutions.
Michael M
Series 66
New York, NY
Guardian Life
Michael Mederrick is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential and over 20 years of industry experience. He has been affiliated with Guardian Life since 2005 and Park Avenue Securities since 2006. Mederrick holds a Juris Doctor degree but does not practice law. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm provides a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment platforms.
Thomas K
ChFC®, Series 63, Series 65
San Diego, CA
Guardian Life
Thomas Keener is a financial advisor with Guardian Life and Park Avenue Securities, holding a ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience. Outside of his advisory role, he is licensed to sell insurance products beyond those offered by Guardian Life. 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, combining advisor-led discretionary management with model-based strategies across proprietary and third-party platforms.
Michael C
Series 66
New York, NY
Guardian Life
Michael Constantine is a financial advisor with Guardian Life and holds the Series 66 designation. He has five years of industry experience and has worked at firms including Park Avenue Securities, Neuberger Berman LLC, and DoorDash. His background also includes long-term involvement as a limited partner in several limited partnerships. 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, access to proprietary and third-party advisory programs, and a range of financial planning and consulting services.
Shaun H
Series 63, Series 65
Phoenix, AZ
Guardian Life
Shaun Horan is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes longstanding roles at Guardian Life and Mutual/United of Omaha Insurance Company. Outside of his advisory work, he serves as an officer and bookkeeper for DanAm Aviation LLC, a holding company. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, charitable organizations, and businesses. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, providing tailored client relationships supported by proprietary and third-party platforms.
Eric S
Series 66
Pittsburgh, PA
Guardian Life
Eric Startare is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and four years of industry experience. He has been with Guardian Life since 2013 and with Park Avenue Securities since 2022. Outside of his advisory role, Startare provides tax preparation services. 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 tailored client relationships supported by proprietary and third-party platforms.
Amy S
PFS™, Series 63
Wall, NJ
Guardian Life
Amy Sonstein is a financial advisor at Guardian Life with 22 years of industry experience. She holds a PFS™ designation and a Series 63 license. Her career includes extended tenures at Guardian Life beginning in 2012 and more recently at Park Avenue Securities since 2023. Outside of her advisory role, she is involved in multiple ventures including accounting and tax consulting through Sonstein Consulting Services, participation as CFO in a startup apparel business, and offering Reiki healing sessions. Sonstein also serves on the Board of Trustees at Congregation Kol Ami and acts as treasurer for the Eastern Boys Wrestling Booster Club. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, institutions, and charitable organizations. The firm employs both advisor-led discretionary management and model-based strategies, offering a range of financial planning, consulting, and proprietary investment programs tailored to client needs.
Nebojsa S
Series 63, Series 65
San Diego, CA
Guardian Life
Nebojsa Subotic is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has 22 years of industry experience and has worked with Westpac Wealth Partners, Park Avenue Securities, and Wealth Strategy Partners since 2007. Outside of advisory work, he is involved in a business helping clients with identity theft protection and leads WestPac Holding Company as CEO. Park Avenue Securities LLC, part of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charities, and businesses. The firm offers a range of financial planning, consulting, and advisory solutions through a combination of advisor-led management and model-based strategies across proprietary and third-party platforms.
Matthew K
Series 63, Series 66
Pittsburgh, PA
Guardian Life
Matthew Kelly is a financial advisor with Guardian Life who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has worked at Guardian Life and affiliated firms since 2008, with prior experience at Federated Investment Counseling. Outside of his Guardian role, he is involved in the sale of fixed annuities and insurance through other brokerage firms. Guardian Life’s subsidiary Park Avenue Securities offers brokerage and advisory services to individuals, retirement plans, and organizations. The firm uses a combination of advisor-led discretionary management and model-based strategies, providing access to proprietary programs, third-party solutions, and insurance products.
Marc M
CFP®, Series 63
Farmington, CT
Guardian Life
Marc Michalak is a CFP®-designated financial advisor with Guardian Life, where he has worked since 1997, accumulating 30 years of industry experience. His career has been focused within Guardian Life and its affiliated entities. Outside of his primary role, he is involved with Physicians Wealth Strategies LLC, a non-investment-related business affiliated with his Guardian and Park Avenue activities. Guardian Life's Park Avenue® Wealth Management offers brokerage and advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies and provides access to proprietary programs, third-party solutions, and integrated lending options.
Arthur V
Series 63, Series 65
Costa Mesa, CA
Guardian Life
Arthur Veyna is a financial advisor at Guardian Life with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Securian Financial Services and Park Avenue Securities. Outside of his advisory role, he serves as chairman of the Lambda Chi Alpha National Fraternity Southern California Alumni Association and is on the investment committee of PSZ Housing Corporation, a 501(c)(3) organization. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.
Ryan B
CFP®, ChFC®, Series 63, Series 66
Murray, UT
Guardian Life
Ryan Beck is a CFP® and ChFC® with 30 years of experience in the financial industry. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 2017. Previously, he spent over a decade at Axa Advisors and also worked at Mony Securities Corporation. Outside of his advisory role, he is writing a book about Executive Benefit Planning and manages Wealth Beyond Money of Utah, a wealth strategies agency. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides 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 and offers a range of financial planning, consulting, and investment solutions tailored to client needs.
Charles D
ChFC®, Series 66
Annapolis, MD
Guardian Life
Charles Derrick is a financial advisor at Guardian Life with the designations ChFC® and Series 66, and has 22 years of industry experience. He has been with Guardian Life since 2006 and also has affiliations with First Financial Group dating back to 2003. Outside of his advisory role, he serves as treasurer for a local high school support club and chairs a Rotary grants committee in his community. Guardian Life, through its 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 a range of financial planning and consulting solutions, combining advisor-led discretionary management with model-based strategies, and offers access to insurance products and alternative investments.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters