Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Dustin L

Series 66

Southfield, MI

Guardian Life

Dustin Leslie is a financial advisor with Guardian Life and holds a Series 66 designation. He has five years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021. Outside of his advisory role, he is involved with Amplify Group LLC, dedicating significant time to this non-investment business. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, businesses, and organizations. The firm provides tailored financial planning and consulting through advisor-led management combined 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
user avatar
firm logo

Jeffrey C

Series 66

Reston, VA

Guardian Life

Jeffrey Clark is a financial advisor at Guardian Life with 23 years of industry experience. He holds a Series 66 designation and has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2003. Outside of his advisory role, he is the CEO, President, and Treasurer of Clark Operating Company. 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 tailored client relationships through a combination of advisor-led management, model-based strategies, and digital advisory 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
user avatar
firm logo

Tyler W

Series 66

New York, NY

Guardian Life

Tyler Williams is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. He has worked at Park Avenue Securities since 2023 and has been with Guardian Life Insurance Company since 2022. Prior to entering the financial industry, he attended Boston College and taught at Locust Valley High School. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plan sponsors, and organizations. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and digital advisory 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
user avatar
firm logo

Jennifer H

Series 66

Atlanta, GA

Guardian Life

Jennifer Hosch is a financial advisor with Guardian Life and holds a Series 66 designation. She has nine years of industry experience, including roles at Park Avenue Securities and Wells Fargo Advisors. Outside of finance, she is the owner of Freemanville Farms Tree Company, a tree growing and selling business. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and advisory solutions combining advisor-led discretionary management with model-based strategies and includes access to proprietary and third-party investment 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
user avatar
firm logo

John M

Series 63, Series 66

Saint Louis, MO

Guardian Life

John Marino is a financial advisor with Guardian Life in Saint Louis, MO, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and LPL Financial. Outside of advisory work, he is appointed with United Health Care to write individual health insurance policies. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, retirement plans, and organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary wrap programs, alternative investments, and specialized financial planning 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
user avatar
firm logo

Donn W

Series 63, Series 65

Portland, OR

Guardian Life

Donn Waite is a financial advisor with Guardian Life based in Portland, OR, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked with Park Avenue Securities and The Guardian Life Insurance Company since 1999. 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 advisor-led discretionary management, model-based strategies, and access to proprietary 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
user avatar
firm logo

Kevin M

Series 63, Series 66

King of Prussia, PA

Guardian Life

Kevin Martin is a financial advisor at Guardian Life with 17 years of industry experience. He holds the Series 63 and Series 66 licenses and has worked previously at Eagle Strategies and New York Life Insurance Company. 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 solutions through advisor-led discretionary management, 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
user avatar
firm logo

Seth H

CFP®, Series 63, Series 65

Glenview, IL

Guardian Life

Seth Holzwarth is a CFP® professional with 12 years of industry experience, currently associated with Guardian Life. He previously worked at Northwestern Mutual in various roles from 2013 to 2017. Outside of his advisory duties, he volunteers with Holy Smokers BBQ and participates in the BNI Networkers Plus group. He works through Park Avenue Securities LLC, a subsidiary of Guardian Life, which provides brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm offers a blend of 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
user avatar
firm logo

David P

Series 63

New York, NY

Guardian Life

David Perlmutter is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 17 years of industry experience. He has worked at Forest Hills Financial and has maintained multiple roles within Guardian Life and Park Avenue Securities over the past two decades. Outside of his advisory duties, he operates Forest Hills Financial Group NY LLC as a general agent and manages Perlmutter Group LLC for compensation pass-through purposes. 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 a range of financial planning and investment solutions combining advisor-led discretionary management with 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
user avatar
firm logo

John G

Series 63, Series 65

Beachwood, OH

Guardian Life

John Geretz is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. He has worked at Park Avenue Securities since 2014 and with Guardian Life Insurance Company of America since 2013. 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 planning, consulting, and access to proprietary 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
user avatar
firm logo

Benjamin B

ChFC®, Series 66

Milton, FL

Guardian Life

Benjamin Boyd is a financial advisor with Guardian Life and holds the ChFC® designation along with a Series 66 license. He has three years of industry experience, including roles at Park Avenue Securities and Guardian Life. Outside of his advisory work, he is a partner at JNBB Financial, LLC, where he handles recordkeeping and taxes. 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, and charitable organizations. 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
user avatar
firm logo

Paul V

Series 63

Somerville, NJ

Guardian Life

Paul Vecchione is a financial advisor with Guardian Life and holds a Series 63 designation. He has 33 years of industry experience, including roles at Guardian Life since 2013 and with International Planning Alliance, LLC from 1999 to 2011. He serves as treasurer and board member for the Montgomery Lacrosse Club and is a board member for Princeton Academy of the Sacred Heart. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporations, retirement plans, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to proprietary programs, third-party platforms, 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
user avatar
firm logo

Shlomo S

Series 63, Series 65

Pomona, NY

Guardian Life

Shlomo Schmalz is a financial advisor with Guardian Life in Pomona, NY, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has been with Guardian Life since 2015 and has also worked with Safrin Associates since 2014. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and consulting through advisor-led discretionary management, model-based strategies, and a digital advisory platform.

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
user avatar
firm logo

Andrew B

CFP®, ChFC®, Series 63, Series 66

Charlotte, NC

Guardian Life

Andrew Brincefield is a financial advisor at Guardian Life with 21 years of industry experience. He holds the CFP® and ChFC® designations and has been with Guardian Life since 2004, also working at Park Avenue Securities since 2023. Outside of his advisory role, he is the owner and CEO of Consolidated Planning Holdings, Inc., a financial planning firm focusing on insurance and wealth management solutions. Guardian Life, through its subsidiary Park Avenue Securities, provides brokerage and investment advisory services to individuals, corporate and 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 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
user avatar
firm logo

Edward H

Series 63, Series 65

Sacramento, CA

Guardian Life

Edward Harris is a financial advisor with Guardian Life in Sacramento, CA, holding Series 63 and Series 65 licenses and 13 years of industry experience. His career includes roles at New York Life from 2010 to 2022, Northwestern Mutual Wealth Management Company from 2022 to 2024, and Park Avenue Securities since 2024. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm offers advisor-led discretionary management alongside model-based strategies, combining proprietary programs and third-party platforms, and features a range of financial planning, consulting, and investment 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
user avatar
firm logo

Danielle R

Series 63, Series 66

Addison, TX

Guardian Life

Danielle Rouseau is a financial advisor with Guardian Life and holds Series 63 and Series 66 designations. She has 25 years of industry experience, including ten years at Dempsey Lord Smith, LLC, and multiple years within Guardian Life and Park Avenue Securities. Outside of her advisory work, she is involved as a Model Home Attendant and a Benefit Counselor. 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 combination of advisor-led discretionary management and model-based strategies, along with access to 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
user avatar
firm logo

Joseph F

CFP®, Series 63, Series 65

Holmdel, NJ

Guardian Life

Joseph Fitzgerald is a CFP® professional with 17 years of experience in the financial services industry. He is affiliated with Guardian Life and Park Avenue Securities, where he has held roles since 2009. Outside of his advisory work, he is president of The Fitzgerald Group LLC and engages in buying and selling collectibles such as comic books and video games. 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 combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting 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
user avatar
firm logo

Michael G

CFP®, ChFC®, Series 66

Atlanta, GA

Guardian Life

Michael Ghioto is a CFP®, ChFC®, and holds a Series 66 license with 21 years of industry experience. He has been affiliated with Park Avenue Securities and Guardian Life Insurance Company since 2004. His other business activities include the sale of insurance products outside of Guardian on a brokerage 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 offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital 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
user avatar
firm logo

Christopher L

CFP®, ChFC®, Series 63

Savannah, GA

Guardian Life

Christopher Long is a CFP®, ChFC®, and holds a Series 63 license with 21 years of experience in financial advisory services. He is associated with Guardian Life and Park Avenue Securities, where he has worked since 2007. Outside of his advisory role, he operates a student loan consulting business that utilizes a custom Excel-based tool to analyze repayment options based on various personal and professional factors. 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 a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms, while also providing 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
user avatar
firm logo

Owen M

Series 66

Reston, VA

Guardian Life

Owen Marshall is a financial advisor with Guardian Life and holds a Series 66 credential. He has one year of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory work, he is involved in baseball coaching and instruction at Diamond Heroes Baseball in Fairfax, VA. Park Avenue Securities LLC operates as Park Avenue® Wealth Management, offering brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party advisory solutions, 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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)