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Gregory B
Series 63, Series 65
Farmington, CT
Guardian Life
Gregory Balogh is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company of America since 2007, and prior experience at Aita Financial Group. Outside of his advisory work, he serves as an independent contractor for Doctors Disability Specialists. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm offers tailored client solutions through advisor-led discretionary management and model-based strategies, as well as access to insurance products and alternative investments.
Marc S
Series 63, Series 65
New York, NY
Guardian Life
Marc Shapiro is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He also operates a law office representing clients in residential real estate transactions. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses, offering a range of financial planning, consulting, and investment management solutions tailored by its advisor representatives.
Darren W
Series 66
Cincinnati, OH
Guardian Life
Darren Wilson Jr. is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience, including roles at Park Avenue Securities and Fifth Third Bank. Outside of his advisory work, he operates Wilson Financial LLC and serves as an Ohio Notary Public. 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 provides tailored financial planning, model-based strategies, and access to proprietary and third-party solutions.
David J
Series 63, Series 65
Peachtree City, GA
Guardian Life
David Justice is a financial advisor at Guardian Life with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Guardian Life and Park Avenue Securities over the past two decades. In addition to his advisory role, he is involved in selling voluntary worksite benefits through AFLAC. 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 combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions alongside various financial planning and consulting services.
Anna O
Series 63, Series 65
Wayzata, MN
Guardian Life
Anna Osborn is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 14 years of industry experience. Her prior work includes roles at MML Investors Services and MetLife Securities. She is also a registered Notary Public in Minnesota. 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 both advisor-led discretionary management and model-based strategies, combining proprietary programs and third-party platforms to serve a wide range of client needs.
Donald Z
CFP®, Series 63
Austin, TX
Guardian Life
Donald Zielinski Jr. is a CFP® with four years of industry experience, currently serving as a financial advisor at Guardian Life since 2022. Prior to this, he worked at Corning for ten years. He is also engaged as an insurance broker outside of his advisory role. Guardian Life, through its subsidiary Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs both advisor-led discretionary management and model-based strategies, offering tailored client relationships and access to proprietary and third-party investment solutions.
Raul G
Series 63, Series 65
New York, NY
Guardian Life
Raul Gutierrez is a financial advisor with Guardian Life who holds Series 63 and Series 65 licenses and has 35 years of industry experience. His career includes longstanding roles with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he is involved in a small entrepreneurial activity assembling and promoting a product line to boutiques. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, high-net-worth clients, businesses, 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 digital advisory platforms.
Benjamin T
Series 63, Series 65
Lombard, IL
Guardian Life
Benjamin Teichman is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 22 years of industry experience and has worked extensively with both Guardian Life Insurance Company and Park Avenue Securities. He also engages in selling insurance products outside of Guardian on a limited basis. Park Avenue Securities LLC, a subsidiary of The 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 a blend of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.
Bryon K
Series 63, Series 65
Las Vegas, NV
Guardian Life
Bryon Kibildis is a financial advisor at Guardian Life with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company of America. Outside of his advisory role, he works as a movie extra. Park Avenue Securities LLC, doing business 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 range of financial planning, consulting, and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.
John R
Series 63, Series 65
Oxford, MS
Guardian Life
John Russell is a financial advisor at Guardian Life with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Park Avenue Securities and MML Investors Services Inc. Prior to his current role, he served multiple years at both Guardian Life and Park Avenue Securities. Outside of his advisory work, he is involved in various entrepreneurial ventures including ownership and management roles in insurance sales and several investment-related businesses. 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 investment solutions tailored to client needs.
Eric M
ChFC®, Series 63, Series 66
Claremont, CA
Guardian Life
Eric McDermott is a financial advisor with Guardian Life, holding the ChFC® designation and Series 63 and 66 licenses. He has 15 years of industry experience, having worked at Guardian Life since 2011 and previously at Pacific Advisors. Outside of his advisory role, he is managing partner of APN (doing business as Fiscalyze), a firm that provides financial insights platforms and client experiences for the financial services sector, and is involved in various consulting and content creation activities through his independent consulting LLC, NEXTpectations®. 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 a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and a variety of proprietary and third-party platforms.
John B
ChFC®, Series 63, Series 65
Morgantown, WV
Guardian Life
John Bonasso is a financial advisor with Guardian Life and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 32 years of industry experience, including 25 years with Park Avenue Securities and Guardian Life. Bonasso also serves as an assistant adjunct professor at West Virginia University’s School of Medicine. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, including high-net-worth clients, 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 solutions, and tailored financial planning and consulting services.
William S
ChFC®, Series 63, Series 65
Reston, VA
Guardian Life
William Shelton Jr. is a ChFC® with 49 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has held various roles within Guardian Life since 2013 and Park Avenue Securities since 2022. He is also involved in the solicitation and sale of insurance products including long-term care, fixed annuities, disability income, and health insurance. 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 offers advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, complemented by access to insurance products and alternative investments.
Grant S
Series 63, Series 65
Roswell, GA
Guardian Life
Grant Segal is a financial advisor with Guardian Life in Roswell, GA, holding Series 63 and Series 65 licenses and over 31 years of industry experience. He has been with Guardian Life since 1995 and also works with Peachtree Planning Corporation. Outside of his advisory work, he provides springboard diving lessons to youth through the Atlanta Diving Association. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and businesses, combining advisor-led discretionary management with model-based strategies and a range of proprietary and third-party solutions.
Caleb S
Series 66
Georgetown, TX
Guardian Life
Caleb Stephens is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 15 years of industry experience. He previously worked at Edward Jones for 10 years and LPL Financial for 3 years. Outside of his advisory role, he serves as a board member of the Christian Civic League of Maine. 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 a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, along with access to insurance products and alternative investments.
Bryan B
Series 63, Series 65
Scottsdale, AZ
Guardian Life
Bryan Buzzard is a financial advisor with Guardian Life in Scottsdale, AZ, holding Series 63 and Series 65 credentials and 38 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2020 and previously held long-term positions at Nylife Securities Inc. and New York Life Insurance Company. Outside of advisory services, he is involved as an investor in BJD Investments LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a mix of advisor-led discretionary management and model-based strategies, alongside financial planning, consulting, and access to proprietary and third-party investment solutions.
Deborah B
Series 63, Series 65
New York, NY
Guardian Life
Deborah Baum is a financial advisor at Guardian Life with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Guardian Life and its affiliates since 1989. Outside of her advisory role, she serves as an officer for the charitable organization Congregation Austrian Gemelith Chasudim. 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 personalized financial planning and investment management using a combination of advisor-led discretionary strategies, proprietary programs, and third-party platforms.
Faisal S
Series 63
New York, NY
Guardian Life
Faisal Shahed is a financial advisor at Guardian Life with 21 years of industry experience. He has been with Guardian Life since 2006. He holds a Series 63 designation. Outside of his advisory role, he is involved in selling insurance products independently. Guardian Life, through its 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 financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment solutions.
Mark M
ChFC®, Series 63, Series 65
Florham Park, NJ
Guardian Life
Mark Murphy is a financial advisor at Guardian Life with 39 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His career includes long tenure at Guardian Life and Park Avenue Securities. Outside of his advisory role, Murphy is involved in several board positions and authors books focused on the dental practice marketplace mergers and acquisitions as well as entrepreneurship. 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 wide range of financial planning and investment solutions, combining advisor-led discretionary management with model-based strategies and digital advisory platforms.
Michael C
Series 66
Baton Rouge, LA
Guardian Life
Michael Conroy is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience, having worked at both Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is involved with Iron Sights Gun Company LLC and ISGC Patch Club LLC, which are non-investment related businesses. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporate clients, retirement plan sponsors, charities, and businesses. The firm offers tailored client solutions through advisor-led discretionary management, model-based strategies, and a digital advisory platform.
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