William Katz is a financial advisor with Guardian Life in Garden City, NY, holding a Series 63 designation and over 34 years of industry experience. He has been with Guardian Life and its affiliated companies since 1992. Katz serves as a trustee for two family trusts. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, including 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, offers access to proprietary and third-party advisory solutions, and integrates insurance products and alternative investments through its connection with Guardian Life.

Nicole Pilo is a financial advisor with Guardian Life who holds a Series 66 designation and has 14 years of industry experience. She has been associated with Park Avenue Securities and Guardian Life Insurance Company since 2011. Pilo serves on the board of Freedom School Partners, a nonprofit organization based in Charlotte, NC. 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, model-based strategies, and digital advisory solutions tailored to client needs.

Michael Geczi is a financial advisor at Guardian Life with three years of industry experience. He holds a Series 66 designation and has previously operated Michael Geczi & Associates LLC, where he ran an insurance business. His prior work includes positions at Park Avenue Securities and Guardian Life Insurance Company. 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, model-based strategies, and digital advisory solutions tailored to client needs.

Garrett Smith is a financial advisor with Guardian Life and holds a Series 66 designation. He has 21 years of industry experience, including 19 years at Park Avenue Securities and Guardian Life Insurance Company of America. He occasionally sells insurance products outside of Guardian Life. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, 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 access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.

Keoni Medeiros is a financial advisor with Guardian Life and holds the Series 66 designation. Based in Honolulu, HI, he has experience in financial services since 2024, including roles at Park Avenue Securities and HomeLight Home Loans. Prior to his advisory career, he worked in industries such as banking and telecommunications. 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, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and specialized investment solutions.

Benjamin Bush is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 17 years of industry experience. He has worked with both firms since 2008. Outside of his advisory role, he is involved in selling insurance products through an approved brokerage and participates in private client investment and insurance services. He also earns referral fees for introducing clients to real estate financing opportunities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, businesses, and organizations. The firm provides a range of financial planning, discretionary and non-discretionary management, and access to proprietary and third-party investment solutions.

Cody Bauer is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and has previously worked at Park Avenue Securities and Alliance Financial Network. Guardian Life’s subsidiary, 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 range of financial planning, consulting, and discretionary management solutions, combining proprietary and third-party advisory platforms.

Michele Lipschultz is a financial advisor with Guardian Life and holds Series 63 and Series 66 designations. She has 28 years of industry experience, including roles at Park Avenue Securities, Horace Mann Companies, and Thrivent Financial. Outside of her advisory work, she is involved as treasurer for Women With Hope Retreat/Campout and operates a fashion sales account on Poshmark. Guardian Life, through its subsidiary Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary programs and third-party platforms.

Michael Lahurd is a financial advisor at Guardian Life with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked with Park Avenue Securities and Mass Mutual Investors Services. Outside of his advisory role, Lahurd authors ebooks distributed to clients. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals—including high-net-worth clients—corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and advisory services, combining advisor-led discretionary management with model-based strategies and providing access to proprietary wrap programs, third-party advisory solutions, and integrated lending options.

Nikolas Nugnes is a financial advisor with Guardian Life and Park Avenue Securities in Boston, MA, holding Series 63 and Series 65 credentials and bringing eight years of industry experience. His work history includes roles at Guardian Life Insurance Company and Park Avenue Securities since 2018, as well as a prior position at NYLIFE Securities LLC. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, proprietary programs, and third-party solutions tailored to client needs.

Jeremy Kientz is a financial advisor at Guardian Life with 22 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Wells Fargo Clearing and Edward Jones. He is based in Missoula, MT. 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 range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital solutions tailored to client needs.

Michael Valeri is a financial advisor with Guardian Life in Parsippany, NJ, holding Series 63 and Series 66 licenses and possessing six years of industry experience. His prior work includes roles at Park Avenue Securities, Dawson James Securities, Bank of America, and Merrill. Outside of finance, he has worked as an Uber/Lyft driver. Michael 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 offers advisor-led discretionary management combined with model-based strategies and a variety of integrated financial planning and investment solutions.

Andrea Nameche is a financial advisor with Guardian Life in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Guardian Life since 2008. Outside of her advisory role, she manages financial and health care power of attorney responsibilities. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm provides tailored client solutions using a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Michael Ronan is a financial advisor with Guardian Life who holds Series 63 and Series 66 licenses and has 18 years of industry experience. His career includes positions at Park Avenue Securities, Allstate Insurance Company, MassMutual Life Insurance Co, and Eagle Strategies (NY Life). Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party advisory solutions, and a range of integrated lending and insurance products.

Peter Maino is a financial advisor with Guardian Life in Roslyn, NY, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked at Guardian Life and its affiliated entities since 2009 and previously at Park Avenue Securities and NRL Wealth. Outside of advisory work, he occasionally provides consulting services in the chemical industry. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to a diverse client base including individuals, high-net-worth clients, and institutional sponsors. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Jason Zrada is a CFP® and holds a Series 66 license with 15 years of industry experience. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 2024. Prior to that, he spent 13 years at Merrill and Bank of America, N.A. He is based in New York, NY. 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 tailored client relationships through advisor-led discretionary management and model-based strategies, combining proprietary and third-party solutions.

Matthew Mccloskey is a CFA® charterholder and Series 63 licensee with one year of experience in the financial services industry. He is currently affiliated with Guardian Life and Park Avenue Securities. Prior to that, he worked at Prosperian Wealth Management and Valuation Research Corporation. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, 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 tailored client solutions through advisor-led discretionary management, model-based strategies, proprietary programs, and third-party advisory platforms.

James Violette is a financial advisor with Guardian Life and Park Avenue Securities in Westbrook, ME, holding the ChFC® designation along with Series 63 and 65 licenses. He has 40 years of industry experience, including 26 years with both Park Avenue Securities and Guardian Life. In addition to his advisory role, he teaches the Maine Life and Health Producers license course. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individual, corporate, retirement plan, and charitable clients. The firm offers a range of financial planning and consulting solutions, utilizing both advisor-led discretionary management and model-based strategies across proprietary and third-party platforms.

Rishesh Singh is a financial advisor at Guardian Life with 2 years of industry experience. He holds the Series 66 designation and has worked previously at Certified Financial Services and Sheesh Ventures LLC. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and consulting services, combining discretionary and model-based investment strategies alongside access to insurance products and alternative investments.

David Bossio is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with his current firms since 2002. In addition to his advisory work, he sells fixed annuities, term life insurance, and long-term care insurance with carriers other than Guardian. 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, consulting, and investment management solutions through both advisor-led discretionary management and model-based strategies.