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Scott W
ChFC®, Series 63, Series 65
Minnetonka, MN
Guardian Life
Scott Wolf is a financial advisor with Guardian Life and holds the ChFC®, Series 63, and Series 65 designations. He has 37 years of industry experience and has been affiliated with both Guardian Life and Park Avenue Securities since 2013. 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 a range of financial planning and consulting services, utilizing both advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.
Richard B
Series 63, Series 65
Coral Springs, FL
Guardian Life
Richard Bonchick is a financial advisor with Guardian Life in Coral Springs, FL, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He has worked with Guardian Life since 1992 and with Alliance Financial Corp. since 1992 as well. Outside of his advisory work, he serves on the Broward County Small Business Advisory Board and advises business owners on marketing and operational efficiency through his separate consultancy. Guardian Life’s subsidiary, Park Avenue Wealth Management, provides brokerage and advisory services to individuals, businesses, and institutions. The firm offers a combination of advisor-led discretionary management, model-based strategies, and a digital advisory platform, serving a diverse client base with tailored financial planning, consulting, and access to various investment solutions.
Hui Liang L
Series 63, Series 66
Warren, NJ
Guardian Life
Hui Liang Lee is a financial advisor at Guardian Life with 21 years of industry experience. She holds Series 63 and Series 66 credentials and has worked extensively at Guardian Life and Park Avenue Securities since 2011. Outside of her advisory role, she consults on and sells Bank Owned Life Insurance (BOLI) in partnership with Protective Financial and Insurance Services. Park Avenue Securities LLC, 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 insurance products and alternative investments through its established connection with Guardian Life.
David A
Series 63, Series 65
Woodcliff Lake, NJ
Guardian Life
David Alter is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has extensive tenure at Guardian Life and previously with International Planning Alliance, LLC. Outside of his advisory work, he is involved in completing a graphic novel intended for adaptation into a major motion picture. 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 provides a combination of advisor-led discretionary management and model-based strategies, alongside financial planning, consulting, and access to proprietary and third-party investment solutions.
Cody H
Series 63, Series 65
Latham, NY
Guardian Life
Cody Hudson is a financial advisor with Guardian Life in Latham, NY, holding Series 63 and Series 65 licenses and one year of industry experience. He has worked at firms including Park Avenue Securities, Guardian Life Insurance Company, PFS Investments Inc., and Primerica Financial Services. Outside of advisory roles, he has been involved in the sale of loan products and home security and automation referrals through affiliated companies. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, including high-net-worth clients, retirement plan sponsors, and businesses. The firm uses a combination of advisor-led discretionary management and model-based strategies and provides access to insurance products, alternative investments, and integrated lending solutions.
Maya H
Series 66
Greenville, SC
Guardian Life
Maya Herrenbruck is a financial advisor with Guardian Life and holds a Series 66 designation. She has one year of industry experience, including prior work at Compass Advisory Group. Outside of finance, she has experience in publishing and education. 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 portfolio management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party programs.
Ulysses B
Series 66
Metairie, LA
Guardian Life
Ulysses Barnes is a financial advisor with Guardian Life holding a Series 66 designation and two years of industry experience. His prior work includes roles at Park Avenue Securities and real estate firms such as Melrose Group Realty and Team Geaux Realty. He is affiliated with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which offers brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies supported by proprietary and third-party platforms.
Matthew B
Series 63, Series 65
Portland, OR
Guardian Life
Matthew Baird is a financial advisor with Guardian Life in Portland, OR, holding Series 63 and Series 65 licenses and having six years of industry experience. His career includes roles at Guardian Life Insurance Company, Park Avenue Securities, NYLife Securities LLC, and Rivermark Community Credit Union. Outside of his advisory work, he is involved in insurance activities separate from Guardian. 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, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting solutions tailored to client needs.
Justin H
Series 66
Whitefish, MT
Guardian Life
Justin Holley is a Series 66-credentialed financial advisor with 15 years of industry experience, currently affiliated with Guardian Life and its subsidiary Park Avenue Securities. He has been with these firms in various capacities since 2011. Holley is the founder of the non-profit Council for Doctor's Financial Education and is involved in several entrepreneurial ventures, including ownership roles in landscaping and snow plowing services and a show horse LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of brokerage and investment advisory services, providing discretionary and model-based portfolio management, financial planning, and access to proprietary and third-party advisory programs.
Leo C
Series 63, Series 65
Braintree, MA
Guardian Life
Leo Choquette is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior work includes roles at New York Life Insurance Company, Securian Financial Services, and SagePoint Financial. Outside of finance, he serves as a Political Officer and Ward Councilor for the City of New Bedford and is a board member of PACE, a nonprofit that manages federal disbursements to local charities. Park Avenue Securities LLC, 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, and charitable organizations. The firm integrates advisor-led discretionary management with model-based strategies through proprietary and third-party platforms, offering tailored financial planning, consulting, and access to insurance and alternative investment products.
John R
Series 63, Series 65
Medford, OR
Guardian Life
John Rackleff is a financial advisor with Guardian Life based in Medford, Oregon. He holds the Series 63 and Series 65 licenses and has 34 years of industry experience. His prior firms include MetLife Securities and Mass Mutual Investors Services. Outside of advisory work, he is an independent contractor selling Medicare supplement policies. Guardian Life’s Park Avenue® Wealth Management 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 and model-based strategies, with tailored client relationships and access to proprietary investment programs and digital advisory solutions.
Nikola N
Series 66
San Diego, CA
Guardian Life
Nikola Novakovic is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and bringing 11 years of industry experience. His career has been primarily with Guardian Life and Park Avenue Securities since 2015. Outside of advisory work, he is involved as co-owner in several LLCs, including Healthbridge Ventures LLC, which assists foreign nationals in establishing business operations in the U.S. 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 a range of financial planning, consulting, and digital advisory solutions.
Aaron G
Series 63, Series 65
Irvine, CA
Guardian Life
Aaron Gabriel is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and having three years of industry experience. Prior to his current roles, he worked with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. He is also an active associate with LegalShield, offering clients legal services related to estate planning and other attorney needs. 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 and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies supported by proprietary programs and third-party platforms.
Timothy S
Series 63, Series 65
Southfield, MI
Guardian Life
Timothy Schafer is a financial advisor at Guardian Life with 23 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Park Avenue Securities and Guardian Life Insurance since 2003. Outside of his advisory work, he serves as a high school football coach. 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 provides a range of financial planning and consulting services through advisor-led discretionary management, model-based strategies, and digital advisory solutions.
Andrew P
Series 63, Series 66
Pittsburgh, PA
Guardian Life
Andrew Peterson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials. He has 24 years of industry experience and has been with both firms since 2002. Peterson serves as Treasurer on the board of the Jason L. Spoerlein Memorial Foundation and is Vice President of the Lakeland Estates Homeowners Association. 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 a combination of advisor-led discretionary management and model-based strategies, along with digital advisory solutions and integrated lending options.
Blaine D
Series 66
Houston, TX
Guardian Life
Blaine Dahl is a financial advisor with Guardian Life in Houston, TX, holding a Series 66 designation and 16 years of industry experience. His prior work includes roles at Park Avenue Securities and Securian Financial Services Inc. He is also involved with Ash Brokerage, providing insurance products outside of those offered by Guardian. Guardian Life’s subsidiary Park Avenue Securities 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 digital advisory solutions, providing access to insurance products, alternative investments, and integrated lending options.
Jonathan D
Series 66
Atlanta, GA
Guardian Life
Jonathan Dewitt is a financial advisor with Guardian Life and holds a Series 66 designation. He has three years of industry experience and has worked with both Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is involved in offering insurance products independent of 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 combines advisor-led discretionary management with model-based strategies and offers a variety of financial planning, consulting, and digital advisory solutions tailored to client needs.
Jeremy G
Series 66
Bethlehem, PA
Guardian Life
Jeremy Gloth is a Series 66-licensed financial advisor with four years of industry experience. He is currently with Guardian Life and Park Avenue Securities, having previously worked at Fidelity Investments, The Prudential Insurance Company of America, and Pruco Securities LLC. Prior to his financial services career, he spent over a decade at Sanofi Pasteur. Park Avenue Securities LLC, 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 relationships through a combination of discretionary management, model-based strategies, and access to proprietary and third-party advisory solutions.
Brennen F
Series 66
New York, NY
Guardian Life
Brennen Forster is a financial advisor with Guardian Life and holds a Series 66 designation. He has five years of industry experience and has worked with Park Avenue Securities and Guardian Life Insurance Company since 2017. Outside of his advisory role, he also acts as an insurance broker, selling life, accident, and health insurance policies. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and investment advisory services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party solutions.
Jonathan B
Series 63, Series 65
Buffalo, NY
Guardian Life
Jonathan Berube is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing 36 years of industry experience. His prior work includes 18 years at UBS Financial Services. He is also the manager of Derbyshire LLC, a role intended to ensure orderly succession in a personal capacity. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, high-net-worth clients, corporations, 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 various investment platforms.
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