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Mark B
Series 66
Lake Oswego, OR
Guardian Life
Mark Brady is an advisor at Guardian Life and holds the Series 66 designation. He has experience working with Guardian Life Insurance Company, Park Avenue Securities, Westpac Wealth Partner, and BlackRock, among others. His background includes roles in wealth management and financial services across multiple firms over several years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a variety of brokerage, financial planning, and investment advisory services.
Kenneth S
CFP®, Series 63, Series 65
Reston, VA
Guardian Life
Kenneth Shall Jr. is a CFP® with 25 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has held roles at both firms since 2016 and operates as an independent insurance agent. In addition to his advisory work, he is a commissioned notary. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.
Daniel A
Series 66
Sewell, NJ
Guardian Life
Daniel Anderson is a Series 66 licensed financial advisor with three years of industry experience. He is currently with Primerica Advisors and has prior experience at Park Avenue Securities, Guardian Life Insurance Company, and TNGC Philadelphia. He is also involved in offering insurance products outside of Guardian Life. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, providing both brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary portfolios, third-party managers, and digital advice platforms.
Dustin D
ChFC®, Series 63, Series 65
Brentwood, TN
Guardian Life
Dustin Dawes is a financial advisor with Primerica Advisors based in Brentwood, TN. He holds the ChFC® designation along with Series 63 and Series 65 licenses, and has 15 years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company, where he has been active since 2010. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a variety of proprietary and third-party investment programs, employing a mix of discretionary and non-discretionary management strategies.
Steven P
Series 66
Tampa, FL
Guardian Life
Steven Parisi is a financial advisor at Primerica Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Guardian Life Insurance, Park Avenue Securities, Westshore Financial, and self-employment. He is also the owner and managing partner of Gasparilla Financial LLC, a DBA related to his Guardian/PAS business. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.
Timothy F
CFP®, Series 66
New York, NY
Guardian Life
Timothy Faughnan is a CFP® with 21 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. His career includes long-term roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory duties, he is involved in writing business for term, group, and whole life insurance through other companies. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and offers both discretionary and non-discretionary account management.
Jared S
Series 66
Madison, WI
Guardian Life
Jared Schumacker is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Alpha Baking. Outside of advising, he manages a hotel valet service and works as a delivery driver. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, pension plans, nonprofit organizations, and corporate clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary management, along with financial planning and retirement plan consulting.
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. He has 39 years of industry experience, including over two decades with International Planning Alliance, LLC, and multiple engagements with Guardian Life and Park Avenue Securities. In addition to his advisory role, he is involved in other insurance activities outside of Guardian. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.
Matthew G
Series 66
Harrisburg, PA
Guardian Life
Matthew Gunter is a financial advisor with Guardian Life and holds a Series 66 credential. He has four years of industry experience, including prior roles at Altria Group Distribution Company and Penn State University. Park Avenue Securities LLC, where he operates, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.
Kenneth K
Series 63, Series 65
Newtown, PA
Guardian Life
Kenneth Kovalik 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 has served in various roles at Park Avenue Securities and Guardian Life since 2009. Outside of his advisory work, Kovalik provides management consulting services and is involved in community and nonprofit leadership, including serving as an elder at Grace Point Church and as a board member for Transformed by Grace and World Team Missions. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with financial planning, retirement consulting, and a mix of proprietary and third-party advisory programs.
Keith V
Series 66
Madison, WI
Guardian Life
Keith Voogd is a financial advisor at Primerica Advisors with six years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities since 2019 and Guardian Life Insurance Company of America since 2018. Outside of his advisory work, he operates Dominus Nerd Shop LLC, selling collectibles primarily through eBay, and has served as an executor and power of attorney in personal estate matters. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, offering both transaction-based brokerage and fee-based advisory services. The firm employs a variety of proprietary and third-party investment strategies and provides financial planning, retirement-plan consulting, and other wealth management services.
Jonathan S
Series 66
Needham, MA
Guardian Life
Jonathan Sullivan is a financial advisor with Guardian Life in Needham, MA, holding a Series 66 designation and 24 years of industry experience. He has been with Guardian Life since 2007. Outside of his advisory role, he is involved in an insurance broker group specializing in group medical, dental, disability, and life coverage for small businesses. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and investment advisory programs that include discretionary and non-discretionary management and a hybrid digital advisory solution.
Adam R
Series 63, Series 66
Fort Myers, FL
Guardian Life
Adam Redenshek is a financial advisor with Primerica Advisors in Fort Myers, FL, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Primerica Advisors since 2010 and has worked with Guardian Life Insurance Co of America since 2009. Outside of his primary roles, he is involved in the sale of non-Guardian fixed life and health insurance policies. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.
Orrin M
ChFC®, Series 66
Greensboro, NC
Guardian Life
Orrin Magill III is a financial advisor with Primerica Advisors in Greensboro, NC, holding the ChFC® designation and Series 66 license. He has 45 years of industry experience and has been with Primerica Advisors since 2013. Magill also serves as president and shareholder of Qualified Plan Administrators, Inc., a firm specializing in 401(k) plans, and is involved in group benefits brokerage and life and health insurance sales. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with a range of brokerage and advisory services, including proprietary and third-party investment programs, financial planning, and retirement-plan consulting. The firm manages accounts through multiple strategies and platforms, offering both discretionary and non-discretionary management options.
William M
Series 66
Paramus, NJ
Guardian Life
William Marbit is a financial advisor with Primerica Advisors based in New York, NY. He holds a Series 66 designation and has 19 years of industry experience. His work history includes positions at Park Avenue Securities and Guardian Life Insurance Company. He is also licensed to sell insurance products with companies other than Guardian. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios and third-party investment managers to implement diversified investment strategies.
Andrew K
Series 66
Needham, MA
Guardian Life
Andrew Kehoe is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has three years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance, and The Bullfinch Group. Outside of his advisory work, Kehoe has been involved in the hospitality industry and volunteers with the Association of Financial Educators, conducting workshops and seminars. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm uses a combination of proprietary model portfolios, third-party managers, and digital advice solutions to implement investment strategies across various account types.
Anthony B
ChFC®, Series 66
Roslyn, NY
Guardian Life
Anthony Bianchi is a ChFC® and Series 66-licensed financial advisor with 17 years of industry experience. He is currently with Primerica Advisors and has prior experience at Guardian Life Insurance Company and Park Ave Securities. In addition to his financial advisory work, Bianchi is a licensed attorney in New York and represents clients in non-investment legal matters. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account services, including lending solutions and donor-advised funds.
Brawley A
Series 66
Fort Myers, FL
Guardian Life
Brawley Adams is a financial advisor with Guardian Life in Fort Myers, FL, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Cetera and Minnesota Life Insurance Company. Outside of his advisory work, he is involved with Business Success Advisors, LLC and Engage Estero Inc., both non-investment related ventures. Guardian Life’s subsidiary, Park Avenue Securities LLC, is a dually registered broker-dealer and investment adviser that serves individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and advisory services.
Tyler C
Series 66
Shrewsbury, NJ
Guardian Life
Tyler Cicero is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Guardian Life Insurance Company, International Planning Alliance, Target, and Wegmans. Park Avenue Securities LLC provides brokerage services, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm uses a combination of proprietary and third-party investment advisory programs and offers both discretionary and non-discretionary advisory relationships.
Brandt J
CFP®, Series 63, Series 66
Houston, TX
Guardian Life
Brandt Jordan is a CFP® professional with 13 years of experience currently affiliated with Primerica Advisors and Park Avenue Securities. His work history includes roles at Guardian Life Insurance Company and White Rhino Financial. Outside of his financial advisory career, he is a co-owner of Old Republic English Bulldogs, a dog breeding business. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services alongside financial planning and consulting. The firm employs a range of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.
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