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Donald G
CFP®, Series 63, Series 65
Needham, MA
Guardian Life
Donald Gottfried is a CFP® professional with 18 years of experience, currently affiliated with Guardian Life and Park Avenue Securities. He has held multiple roles within these firms since 2013. Outside of his advisory work, he serves as Fundraising Chair and Treasurer for the Andover Rotary. Park Avenue Securities LLC, 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 combines advisor-led discretionary management with model-based strategies and provides access to both proprietary and third-party platforms.
Gary P
ChFC®, Series 63, Series 65
Needham, MA
Guardian Life
Gary Peters is a ChFC® credentialed financial advisor with 42 years of industry experience. He has been with Guardian Life since 2016, based in Needham, MA. Peters also leads The Peters Group, LLC, an investment-related business activity associated with Guardian Life. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions that combine advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms.
Nickelle L
Series 66
Paoli, PA
Guardian Life
Nickelle Leist is a financial advisor at Guardian Life with nine years of industry experience. She holds the Series 66 designation and has worked with Guardian Life and Park Avenue Securities since 2017, as well as with Pinney Insurance from 2010 to 2017. 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, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions including discretionary management, model-based strategies, and access to insurance products and alternative investments.
Christopher H
Series 63, Series 65
Allentown, PA
Guardian Life
Christopher Held is a financial advisor at Guardian Life with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both Park Avenue Securities and Guardian Life since 2014. 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, with services tailored to client needs including financial planning, consulting, and access to insurance and alternative investment products.
Dan M
Series 66
Oakbrook Terrace, IL
Guardian Life
Dan Milosevic is a financial advisor with Guardian Life and holds a Series 66 credential. He has two years of industry experience, including roles at Guardian Life and Park Avenue Securities. Outside of his advisory work, he is involved in logistics and delivery services through ownership of BearKeepers LLC and Tigon Investments Inc. 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 and third-party platforms.
Peter S
Series 66
Paramus, NJ
Guardian Life
Peter Sengos is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. He has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2026. Prior to his financial career, he spent four years at the University of Rhode Island and has experience in secondary education. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides a range of 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 digital advisory solutions, along with access to insurance products and alternative investments through its affiliation with Guardian Life.
Kevin K
Series 63, Series 65
Maple Glen, PA
Guardian Life
Kevin Kulak is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 11 years of industry experience, including prior roles at Brinker Capital, Sanford C. Bernstein & Co., and The Vanguard Group. Kulak also engages in the sale of insurance products outside of Guardian Life. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, institutions, and charitable organizations. 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.
John K
Series 63, Series 65
Louisville, KY
Guardian Life
John Kendall is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has one year of industry experience, including roles at Guardian Life, Park Avenue Securities, and Compass Financial Advisory Services. Prior to his financial career, he worked at Publix Supermarkets for nearly three decades. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm provides 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.
Scott D
Series 63
Houston, TX
Guardian Life
Scott Doyle is a financial advisor with Guardian Life and holds a Series 63 designation. He has 24 years of industry experience and has been associated with Park Avenue Securities and Guardian Life since 2016. In addition to his work at Guardian, he sells products from other providers when Guardian’s offerings are not suitable for clients. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, 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 digital advisory solutions.
Jeremy E
CFP®, Series 63, Series 66
San Diego, CA
Guardian Life
Jeremy Edge is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Guardian Life and Park Avenue Securities, having previously worked with firms including MassMutual and Northwestern Mutual. Edge is a 60% owner of Edge Wealth Strategies and Insurance Solutions, Inc., a business involved in marketing securities and insurance. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, businesses, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to a range of proprietary and third-party solutions.
Koby G
Series 66
Cranston, RI
Guardian Life
Koby Gartner is a Series 66-licensed financial advisor with Guardian Life, holding three years of industry experience. His background includes roles at Park Avenue Securities, OSAIC, and SagePoint Financial, as well as administrative support for another investment business. Outside of finance, he is a 20% owner and producer at Up-Hill Productions, LLC, a film production company. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individual, corporate, and nonprofit clients. The firm utilizes a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, providing tailored financial planning, consulting, and access to alternative investments and integrated lending solutions.
Noah D
Series 66
Shreveport, LA
Guardian Life
Noah Domangue is a Series 66-licensed financial advisor with Guardian Life, based in Shreveport, LA, and has two years of industry experience. He previously worked with Park Avenue Securities and AllState Insurance Company, and has involvement with Nicholls State University and The Nicholls Worth. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and advisory services to individuals, institutions, and charitable organizations, combining advisor-led discretionary management with model-based strategies across proprietary and third-party platforms.
Marolyn L
Series 66
Flushing, NY
Guardian Life
Marolyn Liang is a financial advisor at Guardian Life with seven years of industry experience and a Series 66 designation. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2020 and previously held roles at MML Investors Services and MassMutual Life Insurance. 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 proprietary and third-party solutions tailored to client needs.
Alex S
CFP®, Series 63, Series 65, Series 66
Lincoln, NE
Guardian Life
Alex Stivrins is a CFP® professional with 29 years of industry experience, currently serving as an advisor at Guardian Life and Park Avenue Securities. His career includes extensive tenure at Park Avenue Securities, where he has worked since 2001. He is also involved in outside insurance sales. 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, and charitable organizations. 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 investment solutions.
Daniel M
Series 66
Charlotte, NC
Guardian Life
Daniel Mullane is a Series 66-licensed financial advisor with Guardian Life in Charlotte, NC, where he has worked for 11 years. His career has been exclusively with Guardian Life and its affiliates. Outside of his advisory role, he is involved in life and disability insurance sales through outside carriers and is the majority owner of Talcott Group LLC. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charities, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies delivered via proprietary and third-party platforms.
Alexander C
Series 66
Lynwood, WA
Guardian Life
Alexander Collins is a Series 66-licensed financial advisor with 24 years of industry experience. He is affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2014. Collins serves as President Elect of the National Association of Insurance and Financial Advisors (NAIFA) and is actively involved in local community organizations, including serving on the Finance Committee for the Woodinville Chamber of Commerce and volunteering for a political campaign. 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, delivering tailored client relationships through proprietary programs, third-party platforms, and integrated financial planning solutions.
Edward D
Series 63, Series 65
Miramar Beach, FL
Guardian Life
Edward Dennis III is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing 10 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2015. Outside of his advisory role, he is involved in insurance activities beyond his work with 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 advisor-led discretionary management combined with model-based strategies and access to proprietary and third-party advisory solutions.
Kristen K
Series 66
Lake Oswego, OR
Guardian Life
Kristen Klocko is a financial advisor with Guardian Life holding a Series 66 designation and 11 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2019, with prior experience at Fisher Investments and Osaic FA, Inc. Outside of her advisory role, she works as a bartender in Portland, Oregon. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses, combining advisor-led discretionary management with model-based strategies and a range of financial planning and consulting solutions.
Warren W
Series 63, Series 65
Little Rock, AR
Guardian Life
Warren Woodham is a financial advisor with Guardian Life in Little Rock, Arkansas, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Guardian Life since 2006. Outside of his advisory role, he provides insurance products and group health insurance plans for small business owners. Guardian Life’s subsidiary, Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, alternative investments, and integrated lending options.
Daniel P
Series 66
Missoula, MT
Guardian Life
Daniel Panique is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company, and prior to his financial career, he spent six years in contracting and analysis and thirteen years with UPS. 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, offering tailored financial planning, discretionary management, and access to proprietary and third-party advisory solutions.
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