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Gabriel R

Series 66

Troy, OH

Guardian Life

Gabriel Rodgers is a financial advisor at Guardian Life with one year of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and WattLogic. Outside of his advisory duties, he has a rental property business in Phoenix, AZ. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individual, corporate, and retirement plan clients by offering both brokerage and investment advisory services. The firm provides tailored financial planning and consulting through a combination of advisor-led discretionary management and model-based strategies.

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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Naveen J

Series 63

Melville, NY

Guardian Life

Naveen Joshi is a financial advisor at Guardian Life with 37 years of industry experience. He holds the Series 63 designation and has been associated with Guardian Life since 2004, as well as Park Avenue Securities since 2015. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, 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 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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Jordan I

Series 66

Las Vegas, NV

Guardian Life

Jordan Ibsen is a financial advisor at Guardian Life with eight years of industry experience. He holds a Series 66 designation and has worked with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves as an assistant football coach for the Faith Lutheran High School junior varsity team. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines discretionary management with model-based strategies and provides access to proprietary wrap programs, third-party advisory solutions, 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
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Kim M

Series 63, Series 66

San Diego, CA

Guardian Life

Kim Mahoney is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has served in the US Marine Corps Reserves since 2008. Mahoney is a board member of the Exit Planning Institute San Diego Chapter and volunteers as an advisor to the Owners in Honor Veteran Charity Board. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company, 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 with 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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James J

Series 63, Series 65

Cranston, RI

Guardian Life

James Joly is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, including prior roles at Cambridge Investment Research Advisors, Cantella & Co., Inc., Voya Financial Advisors, Morgan Stanley, and LPL Financial. Outside of his advisory work, he is the sole owner of Greenwich Bay Wealth Management, LLC, and is also involved in a music band called Good N' You!. Guardian Life's subsidiary, Park Avenue Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses with brokerage and advisory services. The firm combines advisor-led discretionary management and model-based strategies, offering access to proprietary programs and third-party solutions, along with integrated lending and insurance product 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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Alexander T

Series 63, Series 65

Wall, NJ

Guardian Life

Alexander Tragnitz is a financial advisor at Guardian Life with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guardian Life since 2015. Outside of his advisory role, he provides tax preparation services and serves on the CPC Behavioral Healthcare Golf Committee, a nonprofit organization. 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 combines advisor-led discretionary management with model-based strategies, proprietary programs, and third-party platforms to deliver tailored client 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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Austin A

CFP®, Series 63

Montgomery, TX

Guardian Life

Austin Ayers is a financial advisor with Guardian Life and holds the CFP® and Series 63 designations. He has 16 years of industry experience and has worked at firms including Park Avenue Securities and Principal Life Insurance Company. He also serves as a non-public FINRA arbitrator. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations, offering personalized financial planning 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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Peter C

Series 63, Series 65

Wall, NJ

Guardian Life

Peter Congilose is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been associated with Park Avenue Securities and Guardian Life since 2016 and founded Congilose & Associates in 1983, where he continues to practice. Park Avenue Securities, 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 insurance products, alternative investments, integrated lending options, 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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Kyria D

Series 65, Series 63

Hollywood, FL

Guardian Life

Kyria D Avila is a financial advisor with Guardian Life, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. Her career includes roles at Park Avenue Securities and Guardian Life Insurance, with continuous service at both firms since 2016. 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 offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and proprietary 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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Rod C

Series 63, Series 65

San Diego, CA

Guardian Life

Rod Crews is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and 29 years of industry experience. He has worked with Guardian Life and Park Avenue Securities since 2005. 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, 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
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Jeffrey N

ChFC®, Series 63, Series 66

Miami, FL

Guardian Life

Jeffrey Newman is a financial advisor with Guardian Life and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 50 years of industry experience and has been with Park Avenue Securities and Guardian Life Insurance Company since 1999. He serves on the Board of Directors for the Greater Miami Jewish Federation. 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 proprietary 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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Frances A

Series 63, Series 65

New York, NY

Guardian Life

Frances Aguilera is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. She has 16 years of industry experience, including roles at Park Avenue Securities and Hornor, Townsend & Kent, LLC. Aguilera is based in New York, NY. 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 advisor-led discretionary management combined with model-based strategies, alongside various financial planning, consulting, and education 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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Gordon B

Series 63, Series 65

Columbus, OH

Guardian Life

Gordon Brookhart is a financial advisor with Guardian Life in Columbus, OH, holding Series 63 and Series 65 designations and 44 years of industry experience. He has worked at Guardian Life since 2015 and previously held roles at New England Securities and Fidelity. Outside of his advisory work, he is involved in harness racing and holds a license to drive racehorses. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses, offering a range of brokerage and investment advisory services. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party 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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Louis P

Series 66

New York, NY

Guardian Life

Louis Perino is a financial advisor with Guardian Life, holding a Series 66 designation and 20 years of industry experience. His career includes roles at Park Avenue Securities, MassMutual, HighTower Advisors, and Merrill. He was previously associated with a family LLC that is now dormant and was briefly listed as an insurance consulting brand. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers tailored financial planning and consulting, combining 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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Christopher G

Series 63, Series 65

Annapolis, MD

Guardian Life

Christopher Gill is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with Edward J Gill & Associates since 2010 and has been with Guardian Life and Park Avenue Securities since 2016. Outside of his advisory role, Gill serves as Treasurer for the Council of Unit Owners of Forest Office Park Condominium and as Vice President of the Maryland Anglers-Bass Fishing Club. 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 tailored client solutions combining advisor-led discretionary management and model-based strategies, with access to proprietary and third-party investment 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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Ilona B

Series 63, Series 65

Lancaster, PA

Guardian Life

Ilona Brandt Tom is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Her career includes long tenures at Guardian Life Insurance Company and Park Avenue Securities. Outside of her advisory role, she instructs children and adults in skiing. Park Avenue Securities, 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 investment management solutions, combining advisor-led discretionary management with model-based strategies and providing 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
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Matthew N

Series 66

New York, NY

Guardian Life

Matthew Nonnenmacher is a financial advisor at Guardian Life with Series 66 credentials and one year of industry experience. His prior work includes roles at FOREST HILLS FINANCIAL GROUP and ODOWD BIERALS. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, offers 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 provides 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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Yan K

Series 63, Series 65

Needham, MA

Guardian Life

Yan Katz is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2009 and serves on the board of the Bulfinch Charitable Foundation. 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, tailored financial planning, 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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John R

Series 63, Series 65

Needham, MA

Guardian Life

John Reeder is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2014. Outside of his advisory role, he serves as a director and treasurer on condominium association boards and co-hosts a podcast interviewing CPAs about client assistance. Park Avenue Securities, 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 delivers advisor-led discretionary management alongside model-based strategies, providing tailored client solutions 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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Alexander N

Series 63, Series 66

St Johns, FL

Guardian Life

Alexander Nosal is a financial advisor with Guardian Life and Park Avenue Securities in St. Johns, Florida, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has been affiliated with Guardian Life and Park Avenue Securities since 2006. Nosal is involved with Physician Advisory Associates, LLC, a physician-related business entity. 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 blend of advisor-led discretionary management and model-based strategies, leveraging proprietary programs 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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