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Stephanie E

Series 63

Roslyn, NY

Guardian Life

Stephanie Entenmann is a financial advisor with Guardian Life and holds a Series 63 designation. She has 18 years of industry experience, including prior roles at David Lerner Associates and Park Avenue Securities. She serves as Treasurer of the Rotary Club of Oyster Bay. Guardian Life’s subsidiary, Park Avenue Wealth Management, provides brokerage and advisory services to individuals, corporate clients, and retirement plan sponsors. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to 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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Adam C

CFP®, ChFC®, Series 63, Series 65

Melville, NY

Guardian Life

Adam Cline is a CFP® and ChFC® with 28 years of industry experience, currently serving at Guardian Life since 2012. He holds Series 63 and Series 65 licenses and engages in additional investment-related insurance activities outside of Guardian Life. Guardian Life operates through its subsidiary Park Avenue Securities LLC, providing brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions including advisor-led discretionary management, model-based strategies, and a digital advisory platform, combined 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
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Chad G

Series 66

Saint Augustine, FL

Guardian Life

Chad Gibbons is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and bringing 10 years of industry experience. He has worked with both firms since 2014 and 2016 respectively. 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 consulting services, combining advisor-led discretionary management with model-based strategies and 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
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Matthew L

Series 66

Lake Oswego, OR

Guardian Life

Matthew Lesher 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 Corcoran Prime. Outside of his advisory work, he serves as a board member for the Deerfield Park Homeowners Association. Park Avenue Securities LLC, 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 through proprietary and third-party platforms, with tailored client relationships managed by its network of investment adviser representatives.

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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Charles J

ChFC®, Series 63, Series 65

Vidalia, GA

Guardian Life

Charles Jordan III is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience and has been with Guardian Life and Park Avenue Securities since 2004, with previous experience at PRUCO Securities. He serves as the Immediate Past Chairman of the Workforce Investment Board. 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, nonprofits, and businesses. The firm offers a range of financial planning, advisory, and consulting services, 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
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Kallie R

Series 66

Middleboro, MA

Guardian Life

Kallie Rosenbach is a financial advisor at Guardian Life with Series 66 credentials and two years of industry experience. Prior to her current role, she worked in hospitality and education, including positions at Tavern on The Wharf and Umass Amherst. Outside of advising, she is also active as a real estate agent with Keller Williams. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, businesses, and nonprofit organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, 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
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James F

Series 63, Series 65

Rockville, MD

Guardian Life

James Fegan Jr. is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has 30 years of industry experience, including long tenures at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved with Fegan Insurance, LLC. 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, consulting, and investment management solutions that combine advisor-led discretionary management with model-based strategies using 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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Jonathan P

Series 65, Series 63

Knoxville, TN

Guardian Life

Jonathan Palk is a financial advisor with Guardian Life and holds Series 65 and Series 63 licenses. He has one year of industry experience and previously worked at Park Avenue Securities, Shipt, and Park West Church. Guardian Life’s 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 advisory solutions, combining advisor-led management with model-based strategies and access to 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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Geno F

ChFC®, Series 63, Series 66

Columbus, OH

Guardian Life

Geno Frissora is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 12 years of industry experience, including a lengthy tenure at Nationwide Investment Services Corporation. 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 blend 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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Mitchell J

Series 66

Pittsburgh, PA

Guardian Life

Mitchell Jenkins is a financial advisor with Guardian Life and holds a Series 66 designation. He has been with Guardian Life since 2021 and joined Park Avenue Securities in 2025. His prior work experience includes various roles at Penn State Behrend and Lifetime Financial Growth LLC. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individual, corporate, retirement plan, and charitable clients. The firm delivers customized wealth management solutions through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs 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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Patrick C

CFP®, Series 66

Las Vegas, NV

Guardian Life

Patrick Collins is a CFP®-certified financial advisor with 13 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has worked at Park Avenue Securities since 2012 and has been with Guardian Life since 2011. Outside of his primary roles, he also engages in independent insurance sales. 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 a range of solutions including advisor-led discretionary management, model-based strategies, and digital advisory services, 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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Richard J

ChFC®, Series 63, Series 65

Paramus, NJ

Guardian Life

Richard Jasper is a ChFC® with 42 years of experience in the financial services industry. He has been affiliated with Guardian Life and its subsidiaries since 1987 and is currently associated with Park Avenue Securities, a division of Guardian Life. Outside of his advisory work, he publishes custom hardbound books featuring portraits and photographs of individuals and their homes. 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 utilizes a combination of advisor-led discretionary management and model-based strategies, with tailored client solutions including access to proprietary programs, third-party advisory platforms, and insurance products.

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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Jacob L

Series 66

Oakbrook Terrace, IL

Guardian Life

Jacob Lee is a financial advisor with Guardian Life, holding a Series 66 designation and eight years of industry experience. He has worked at Guardian Life since 2023 and previously held roles at Prudential Insurance Company of America, Pruco Securities, LLC, and Axa Advisors, LLC. His outside business activities include licensed insurance work unrelated to Guardian Life. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party 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
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Stacy C

Series 66

Addison, TX

Guardian Life

Stacy Crawford Jr. is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including prior roles at Provision Financial Group L.L.C. and as an independent Medicare benefits advisor. His background includes work at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 tailored financial planning and investment management through a combination of advisor-led discretionary management and model-based strategies using 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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Louis R

Series 63, Series 65

Irvine, CA

Guardian Life

Louis Richards Jr. is a financial advisor at Guardian Life with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mutual of Omaha, Northwestern Mutual, and Park Avenue Securities. Outside of his advisory role, he is a social media content creator and serves on the Board of Directors for the Cal Poly Pomona Sales Center. Guardian Life’s subsidiary Park Avenue Securities provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, 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
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Matthew M

Series 63, Series 66

Portland, OR

Guardian Life

Matthew Mansfield is a financial advisor at Guardian Life with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Guardian Life since 2001, with additional roles at Park Avenue Securities and Wealth Strategies Northwest. Outside of his advisory work, he is involved in insurance sales beyond his role at Guardian Life. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides financial planning, consulting, 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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Sean P

Series 66

Roslyn, NY

Guardian Life

Sean Paton is a Series 66-credentialed advisor at Guardian Life with one year of industry experience. His prior roles include positions at Northeast Financial Network and Tocqueville Asset Management. Outside of finance, he serves as a coach for the Checkmate Lacrosse Club, a travel lacrosse program on Long Island. Guardian Life’s 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 combination of advisor-led discretionary management and model-based strategies, along with 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
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Robert F

Series 66

King of Prussia, PA

Guardian Life

Robert Filipone is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Chester Valley Golf Club and Kennett Square Golf and Country Club. 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 programs 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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Patrick K

CFP®, Series 66

Wall, NJ

Guardian Life

Patrick Kenny is a CFP® with 19 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has worked at these firms since 2016. Outside of his advisory role, he officiates lacrosse games. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses with a range of brokerage and investment advisory services. The firm combines advisor-led discretionary management and model-based strategies, offering financial planning, ongoing consulting, 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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Nathan S

Series 63, Series 65

New York, NY

Guardian Life

Nathan Snyder is a financial advisor at Guardian Life with Series 63 and Series 65 designations and two years of industry experience. He has previously worked at Park Avenue Securities, Strategies for Wealth, and several other firms. Guardian Life’s Park Avenue® Wealth Management subsidiary offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm provides 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
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