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Michael S

Series 66

Casper, WY

Guardian Life

Michael Schulte is a financial advisor with Guardian Life and Park Avenue Securities in Casper, WY. He holds a Series 66 designation and has 12 years of industry experience. Schulte serves on the board of directors for Advance Casper, a local nonprofit organization. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm provides customized financial planning and advisory solutions through advisor-led discretionary management and model-based strategies, supported by 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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Duong H

Series 63, Series 65

Naples, FL

Guardian Life

Duong Ho is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has four years of industry experience, with prior roles at Park Avenue Securities and Guardian Life Insurance Company. Before entering the financial industry, he spent over a decade in the hospitality sector, including positions at Campielo and The French Brasserie. 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 range of financial planning and consulting services, combining advisor-led management with model-based strategies and access to various proprietary and third-party investment 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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Mark B

Series 66

Lake Oswego, OR

Guardian Life

Mark Brady is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Prior to the financial industry, he worked in technology and investment-related positions with companies such as Amazon Web Services Hong Kong, Venture Smart Asia Limited, and BlackRock. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to a diverse client base including individuals, corporations, retirement plans, and charitable organizations. The firm offers a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions, supported by integrated lending options 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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Kenneth S

CFP®, Series 63, Series 65

Reston, VA

Guardian Life

Kenneth Shall Jr. is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Guardian Life and Park Avenue Securities. His professional background includes longstanding roles at both firms since 2016, as well as operating an independent insurance agency since 2001. He is also commissioned as a notary and engages in outside sales for other life and health insurance companies. 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 tailored financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment 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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Daniel A

Series 66

Sewell, NJ

Guardian Life

Daniel Anderson is a financial advisor at Guardian Life with a Series 66 designation and three years of industry experience. He has worked at Park Avenue Securities since 2020 and has held positions at Guardian Life Insurance Company and TNGC Philadelphia. Anderson is also involved in selling insurance products outside of 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 tailored client services through a combination of advisor-led discretionary management, model-based strategies, and a digital advisory solution.

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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Dustin D

ChFC®, Series 63, Series 65

Brentwood, TN

Guardian Life

Dustin Dawes is a financial advisor at Guardian Life with 15 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Dawes has been affiliated with Park Avenue Securities and Guardian Life Insurance Company since 2010. Park Avenue Securities, a subsidiary of 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, with access to insurance products and alternative investments through its connection 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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Steven P

Series 66

Tampa, FL

Guardian Life

Steven Parisi is a financial advisor with Guardian Life, holding a Series 66 designation and two years of industry experience. He previously worked at Westshore Financial and has experience at Park Avenue Securities and Guardian Life since 2024. Outside of his advisory role, he serves as Power of Attorney for a family member. 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 a range of advisory solutions, including discretionary management, model-based strategies, and access to proprietary and third-party 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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Timothy F

CFP®, Series 66

New York, NY

Guardian Life

Timothy Faughnan is a CFP® with 21 years of experience currently affiliated with Guardian Life and Park Avenue Securities. His career includes long-term service at both firms since 2004 and 2005 respectively. Outside of his primary roles, he writes business for term, group, and whole life insurance through other companies. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporations, and charitable organizations. The firm combines discretionary management with model-based strategies and provides access to insurance products, alternative investments, and a range of 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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Jared S

Series 66

Madison, WI

Guardian Life

Jared Schumacker is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, based in Madison, WI. He has five years of industry experience, including roles at Alpha Baking prior to entering the financial sector. Outside of advisory work, he is involved as a delivery driver and serves as Director of Media Relations for a local SHRM chapter. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individual, corporate, and nonprofit clients. The firm offers tailored financial planning, discretionary management, and access to proprietary and third-party investment 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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John R

ChFC®, Series 63

Shrewsbury, NJ

Guardian Life

John Ransom is a financial advisor with Guardian Life and holds the ChFC® and Series 63 designations, with 39 years of industry experience. He has worked at Guardian Life Insurance and Park Avenue Securities since 2016 and previously spent over two decades at International Planning Alliance, LLC. Outside of Guardian, he is involved in other insurance activities. 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 combination of advisor-led discretionary management, model-based strategies, and digital 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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Matthew G

Series 66

Harrisburg, PA

Guardian Life

Matthew Gunter is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience and has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2019. Outside of his advisory role, he is involved in selling non-Guardian products 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 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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Kenneth K

Series 63, Series 65

Newtown, PA

Guardian Life

Kenneth Kovalik is a financial advisor at Guardian Life with 15 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. Outside of his advisory role, he provides management consulting services and serves in leadership roles with local nonprofit organizations and his church. 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 combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party 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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Keith V

Series 66

Madison, WI

Guardian Life

Keith Voogd is a financial advisor with Guardian Life and holds a Series 66 designation. He has six years of industry experience and has been with Guardian Life since 2018 and Park Avenue Securities since 2019. Outside of his advisory role, he operates Dominus Nerd Shop LLC, selling collectibles primarily through eBay, and works as a delivery driver for Door Dash. 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 and model-based strategies, along with a range of financial planning, consulting, and educational 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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Jonathan S

Series 66

Needham, MA

Guardian Life

Jonathan Sullivan is a financial advisor at Guardian Life with 24 years of industry experience. He holds a Series 66 designation and has been with Guardian Life since 2007, following a prior role at Wells Fargo Clearing. In addition to his advisory work, he is involved in insurance brokerage for group medical, dental, disability, and life coverage for small businesses. Guardian Life, through its subsidiary Park Avenue® Wealth Management, serves 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, along with access to proprietary programs, third-party advisory solutions, and a digital platform, tailoring client relationships with 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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Adam R

Series 63, Series 66

Fort Myers, FL

Guardian Life

Adam Redenshek is a financial advisor with Guardian Life in Fort Myers, FL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Guardian Life and its related entities since 2009. Outside of his primary role, he is involved in the sale of non-Guardian fixed life and health insurance policies. 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 through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party 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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Orrin M

ChFC®, Series 66

Greensboro, NC

Guardian Life

Orrin Magill III is a ChFC® and Series 66 credentialed financial advisor with 46 years of industry experience. He has worked at Guardian Life since 2013 and concurrently operates several businesses in Greensboro, NC, including CP Greensboro Inc. and Qualified Plan Administrators, Inc., focusing on group benefits and 401(k) plans. 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 combination of advisor-led discretionary management and model-based strategies, along with a range of financial planning, consulting, and education 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 M

Series 66

Paramus, NJ

Guardian Life

William Marbit is a Series 66-licensed advisor with Guardian Life and Park Avenue Securities, bringing 19 years of industry experience. He has been associated with both firms since 2004 and 2006 respectively. Outside of his primary roles, he is licensed to sell insurance products with companies other than Guardian. 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 combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party 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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Andrew K

Series 66

Needham, MA

Guardian Life

Andrew Kehoe is a financial advisor with Guardian Life and holds a Series 66 designation. He has three years of industry experience, including prior roles at The Bullfinch Group and Park Avenue Securities. Outside of his advisory work, he volunteers with the Association of Financial Educators, conducting workshops and seminars. Guardian Life’s subsidiary, Park Avenue Wealth Management, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, leveraging proprietary and third-party platforms to tailor client relationships.

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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Anthony B

ChFC®, Series 66

Roslyn, NY

Guardian Life

Anthony Bianchi is a ChFC® and Series 66 credentialed financial advisor with 18 years of industry experience. He has worked at Guardian Life since 2017 and previously spent ten years with Park Ave Securities and Guardian. In addition to his advisory role, Bianchi is a licensed attorney in New York, representing clients in non-investment related legal matters, and holds a property and casualty insurance license to assist clients with their coverage. He 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 a blend of advisor-led discretionary management and model-based strategies, along with various 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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Tyler C

Series 66

Shrewsbury, NJ

Guardian Life

Tyler Cicero is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and previously worked at Target and Wegmans before joining Guardian Life and its subsidiary Park Avenue Securities. 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, combining advisor-led discretionary management with model-based strategies delivered 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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