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Yulia S

Series 66

Brooklyn, NY

Guardian Life

Yulia Santalova is a financial advisor with Guardian Life and holds a Series 66 designation. She has three years of industry experience, including roles at Park Avenue Securities and National Financial Network. Outside of her advisory work, she is involved with Vivid Care, providing home aid services to her mother-in-law. 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 provides tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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John I

Series 63

Melville, NY

Guardian Life

John Isaac is a financial advisor with Guardian Life, holding a Series 63 designation and 31 years of industry experience. He has been with Guardian Life and its affiliates since 2005 and more recently joined Park Avenue Securities. Outside of his advisory role, he is a founder, treasurer, and board member of the Kerala Global Chamber of Commerce & Industry USA Inc., a nonprofit organization. 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 alongside model-based strategies and provides a range of financial planning, consulting, and advisory solutions tailored to client needs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Zisel R

Series 63

New York, NY

Guardian Life

Zisel Rosen is a financial advisor at Guardian Life with 31 years of industry experience. She holds a Series 63 designation and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company of America since 1997. Outside of her advisory work, she serves as Treasurer for the Kingswood A Condominium Association. 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 offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary wrap programs, third-party advisory solutions, and insurance products through its affiliation with Guardian Life.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Timothy G

CFP®, Series 66

Brentwood, TN

Guardian Life

Timothy Giarra is a CFP®-designated financial advisor with eight years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His career includes multiple roles at these firms since 2017. Outside of advisory work, he serves with the Ankerberg Theological Research Institute and the Cooper Trooper Foundation. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to a diverse client base including individuals, retirement plan sponsors, and charitable organizations. The firm offers tailored financial planning and consulting, combining advisor-led discretionary management with proprietary and third-party investment strategies.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Michael G

Series 63, Series 65

Pittsburgh, PA

Guardian Life

Michael Gillespie is a financial advisor at Guardian Life with Series 63 and Series 65 credentials and two years of industry experience. He has previously worked at Bank of America and Lowe’s Home Improvement. Outside of his advisory role, he serves as an ice hockey referee for USA Hockey. 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 advisory solutions combining advisor-led discretionary management with model-based strategies and access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Julie W

Series 63, Series 65

Evansville, IN

Guardian Life

Julie Weyer is a financial advisor with Guardian Life and Park Avenue Securities in Evansville, IN. She holds the Series 63 and Series 65 designations and has six years of industry experience. Outside of her advisory role, she is involved with Lawton Insurance. 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 range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies through proprietary programs and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Noal G

CFA®, Series 63

New York, NY

Guardian Life

Noal Goldfarb is a CFA® charterholder with 14 years of experience in the financial industry. He has been with Guardian Life and its affiliated entities since 2012 and is currently associated with Park Avenue Securities. Goldfarb serves as a board member for The Community Chest of Port Washington, which organizes fundraising events for various charitable organizations. Park Avenue Securities LLC, a wholly owned 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 offers customized client solutions through advisor-led discretionary management and model-based strategies, combining proprietary programs with third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Matthew R

CFP®, Series 66

Dayton, OH

Guardian Life

Matthew Ringle is a CFP® with eight years of experience, currently affiliated with Guardian Life and Park Avenue Securities. He has worked at Guardian Life and Park Avenue Securities since 2017 and also has a decade of experience with DLAK Wealth Advisors. In addition to his advisory work, he serves as a volunteer treasurer for Kettering Church of Christ. 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 access to insurance products, alternative investments, and integrated lending options.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Sarah M

Series 63, Series 65

Pound Ridge, NY

Guardian Life

Sarah Mullane Becker is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and over 25 years of industry experience. She has been with Guardian Life Insurance Agency and Park Avenue Securities since 2000. Becker serves as president of The FVA Foundation and is a board member of the Northern Westchester Hospital Community Foundation, reflecting involvement in local nonprofit activities. 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 combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with tailored client relationships supported by a range of financial planning and consulting services.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Giovanni P

Series 66

Staten Island, NY

Guardian Life

Giovanni Pistilli is a financial advisor at Guardian Life with one year of industry experience. He holds the Series 66 designation and has worked at Park Avenue Securities and Guardian Life since 2023. 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 range of financial planning, consulting, and investment solutions, combining advisor-led discretionary management with model-based strategies and proprietary programs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Robert K

Series 63, Series 66

Cincinnati, OH

Guardian Life

Robert Koscik is a financial advisor with Guardian Life in Cincinnati, OH, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. He has worked at Park Avenue Securities and The Guardian Life Insurance Company since 2005. Koscik also offers fixed annuity products when appropriate for clients. Guardian Life's Park Avenue Wealth Management provides 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 access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Ronald D

Series 63, Series 65

Louisville, KY

Guardian Life

Ronald Durham Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked with both firms since 2011, combining roles at Guardian Life Insurance Company and Park Avenue Securities. His other business activities include the sales and service of Pacific Life Insurance products. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, charitable organizations, and businesses. The firm offers customized financial planning, model-based discretionary management, and access to proprietary and third-party advisory programs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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William M

ChFC®, Series 63, Series 66

Charlotte, NC

Guardian Life

William Miller is a financial advisor at Guardian Life with 31 years of industry experience. He holds the ChFC® designation and Series 63 and 66 licenses. Since 2008, he has worked with Park Avenue Securities, a subsidiary of Guardian Life. Outside of his advisory role, he serves as a deacon at Westminster Presbyterian Church in Charlotte, NC. Park Avenue Securities 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.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Thomas S

Series 63, Series 65

Austin, TX

Guardian Life

Thomas Sibley Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at Park Avenue Securities since 2012 and Guardian Life Insurance Company since 2011, with prior experience at New England Securities. In addition to his advisory work, he serves as an independent insurance agent and moderates an insurance class at a local university. Park Avenue Securities, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Christopher M

ChFC®, Series 65, Series 66

Reston, VA

Guardian Life

Christopher Milligan is a financial advisor with Guardian Life, holding the ChFC® designation along with Series 65 and Series 66 licenses. He has 25 years of industry experience, including over two decades with Park Avenue Securities and Guardian Life. Outside of his advisory role, he also sells long-term care insurance and group and individual health benefits, and manages an LLC related to his insurance activities. 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 both discretionary and non-discretionary management, combining proprietary and third-party investment solutions with access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Jesus S

Series 63, Series 65

San Antonio, TX

Guardian Life

Jesus Sifuentes is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. He has seven years of industry experience and has worked at firms including Park Avenue Securities, Dominion Capital LLC, and New York Life Insurance. In addition to his advisory role, he supervises a legal research team at Jimenez Wealth Legal Advisors PC. Guardian Life’s subsidiary, 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 financial planning and consulting services tailored to client needs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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William C

ChFC®, Series 63, Series 65

Reno, NV

Guardian Life

William Chatham is a financial advisor with Guardian Life and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience, including long-term service with Guardian Life and Park Avenue Securities. Outside of his advisory work, he collects royalties from mineral rights he owns in Grant County, Oklahoma. 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 advisor-led discretionary management alongside model-based strategies and access to proprietary and third-party advisory programs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Jordon S

Series 66

Honolulu, HI

Guardian Life

Jordon Santos is a financial advisor at Guardian Life with a Series 66 designation and four years of industry experience. His prior work includes roles at Park Avenue Securities, WestPac Wealth Partners, and Central Pacific Bank. Guardian Life’s affiliate, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, 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 insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Marc G

CFA®, Series 63, Series 66

New York, NY

Guardian Life

Marc Gensler is a CFA® charterholder with 18 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities LLC, where he has worked since 2020. His prior experience includes roles at Lord, Abbett & Co. LLC and Plastex International. Outside of his advisory work, he provides life and disability insurance through an outside insurance business. 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 financial planning, consulting, and a range of proprietary and third-party solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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James H

Series 63, Series 65

Rochester, MN

Guardian Life

James Hegland is a financial advisor with Guardian Life in Rochester, MN, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Guardian Life since 2014. Outside of his advisory role, he is a Knight Grand Cross of The Equestrian Order of the Holy Sepulchre of Jerusalem. Guardian Life’s Park Avenue® Wealth Management, where he practices, serves individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of broker-dealer and investment advisory services with a range of financial planning, discretionary management, and third-party advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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