Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Pamela M
Series 66
Paramus, NJ
Guardian Life
Pamela Mellor is a financial advisor at Guardian Life with 22 years of industry experience. She holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2004. Outside of her advisory role, she is a silent partner in a film company with no active involvement. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers a range of financial planning and consulting services, combining advisor-led management with model-based strategies and proprietary digital solutions.
Ryan A
Series 63, Series 65
Indianapolis, IN
Guardian Life
Ryan Appelhans is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior firms include Equitable Advisors and The Prudential Insurance Company of America. Appelhans is also actively involved as an insurance agent with National Life and Lakeshore Financial Group. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which offers brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides tailored client solutions combining advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.
Molly S
Series 66
Cincinnati, OH
Guardian Life
Molly Snider is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and bringing 23 years of industry experience. She has worked with Park Avenue Securities since 2003 and Guardian Life since 2002. Outside her primary roles, she is involved in offering term, disability, and long-term care insurance products independent of Guardian. 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 combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.
Alexander W
CFA®, Series 63
Southern Pines, NC
Guardian Life
Alexander Witt is a CFA® charterholder with seven years of industry experience. He is currently with Guardian Life, where he has worked since 2021, following prior roles at Capital Group, Evercore Group LLC, and RBC Capital Markets. Witt is involved in brokering insurance products outside of Guardian in a limited capacity. Guardian Life’s affiliate, Park Avenue® Wealth Management, offers brokerage and 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 supported by proprietary and third-party platforms.
Jack S
Series 66
Pittsburgh, PA
Guardian Life
Jack Sauserman is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and is based in Pittsburgh, PA. Prior to joining Guardian Life and Park Avenue Securities, he had various roles at Duquesne University and other firms. He also works as an independent contractor selling insurance outside of Guardian through Ash Brokerage. 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 combination of advisor-led discretionary management and model-based strategies, with access to proprietary programs, third-party advisory solutions, and insurance products through its connection with Guardian Life.
Anand K N
Series 66
Las Vegas, NV
Guardian Life
Anand K Nair is a financial advisor at Guardian Life with 13 years of industry experience. He holds the Series 66 designation and has worked at firms including Northwestern Mutual and Westpac Wealth Partners. Outside of advisory services, he is an author and speaker on topics unrelated to investments. Guardian Life’s subsidiary, Park Avenue Securities, offers brokerage and advisory services to individuals, corporate clients, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products and alternative investments.
Hiram A
Series 66
New York, NY
Guardian Life
Hiram Arnaud is a financial advisor with Guardian Life and holds a Series 66 designation. He has 15 years of industry experience and has been associated with Park Avenue Securities and Guardian Life Insurance Company since 2009. Outside of his advisory role, he serves as a board member of the People's Theatre Project, where he reviews the organization’s financials. Park Avenue Securities LLC, a wholly owned 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 investment solutions.
Jalyn L
Series 66
San Diego, CA
Guardian Life
Jalyn Lupo is a financial advisor at Guardian Life with two years of industry experience. She holds the Series 66 designation and previously worked at Triad Components Group. Guardian Life, through its subsidiary 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 range of financial planning services and combines advisor-led discretionary management with model-based strategies, integrating proprietary programs and third-party platforms.
Matthew M
ChFC®, Series 66
Katy, TX
Guardian Life
Matthew McCleary is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation and Series 66 license. He has 15 years of industry experience, primarily with Guardian Life, where he worked for a decade before his current roles. McCleary operates McCleary Wealth Partners, an LLC used for managing his other business activities. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers tailored financial planning and investment management through advisor-led discretionary and model-based strategies, utilizing proprietary programs and third-party platforms.
Jeffrey D
Series 66
Addison, TX
Guardian Life
Jeffrey Dils is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. Prior to his current role, he spent 18 years at Accenture and took a two-year retirement break. Outside of his advisory work, he serves on the boards of My Possibilities and My Possibilities Residential, nonprofit organizations based in Plano, Texas. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life, provides brokerage and 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 access to proprietary and third-party platforms.
Andrea C
Series 63, Series 66
Oxnard, CA
Guardian Life
Andrea Chases is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Her career includes extended tenures at Guardian Life Insurance Company and Park Avenue Securities. She also works as a bookkeeper on a temporary contract basis through Accountemps. Park Avenue Securities LLC operates as a subsidiary of The Guardian Life Insurance Company of America, providing brokerage and investment advisory services to individuals, businesses, and institutional clients. The firm offers a range of financial planning, consulting, and discretionary management solutions, integrating proprietary and third-party platforms to tailor client relationships.
Spencer D
CFP®, Series 63, Series 66
Honolulu, HI
Guardian Life
Spencer Dung is a CFP® with 14 years of experience in the financial services industry. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2018. His prior experience includes roles at Foresters Financial Services and Foresters Advisory Services. Dung serves on multiple nonprofit boards, including the Richard T. Blount Educational Foundation and the Friends of the University of Hawaii Cancer Center. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, access to insurance products, and various financial planning and consulting solutions tailored to client needs.
Elisabeth H
Series 63
Bemus Point, NY
Guardian Life
Elisabeth Hall is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 19 years of industry experience. She is also a licensed attorney in New York and serves on the board of the Chautauqua County Humane Society. Additionally, she acts as a sales agent for Medicare products through United Health Care. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning, consulting, and education services.
Adam Y
Series 63, Series 65
Atlanta, GA
Guardian Life
Adam Youngman is a financial advisor with Guardian Life based in Atlanta, GA, holding Series 63 and Series 65 licenses and with four years of industry experience. His prior roles include positions at Northwestern Mutual and the Hall and Cherokee County School Districts. He is also involved in offering insurance products outside of Guardian Life on a limited basis. Guardian Life’s Park Avenue® Wealth Management provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charities, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, offering customized client solutions across investment, retirement plan services, and financial education.
Gregory H
Series 66
Las Vegas, NV
Guardian Life
Gregory Hunko is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to his financial services career, he worked for 28 years at Home Depot and attended the University of Nevada Las Vegas. Guardian Life, through its subsidiary Park Avenue Securities, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. 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 solutions.
Christopher R
Series 63
Tallahassee, FL
Guardian Life
Christopher Roussel is a financial advisor with Guardian Life, holding a Series 63 designation and over 21 years of industry experience. He has been with Guardian Life since 2012. Roussel is involved in several business ventures related to investment management and financial services across multiple locations, including Tallahassee, Tampa, and Mobile. Guardian Life, through its subsidiary 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, utilizing proprietary programs and third-party platforms to tailor client relationships across various financial planning and consulting services.
Collin W
Series 66
Fort Collins, CO
Guardian Life
Collin Watkins is a financial advisor with Guardian Life and holds a Series 66 designation. He has experience working at Park Avenue Securities and Guardian Life Insurance Company since 2025, and served in the United States Marine Corps from 2014 to 2020. Prior to his advisory roles, he worked at Stryker for six years. 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 customized financial planning and investment management solutions through a blend of advisor-led discretionary management and model-based strategies.
Brian G
Series 66
Rosemount, MN
Guardian Life
Brian Grabinski is a financial advisor at Guardian Life with 11 years of industry experience. He holds the Series 66 designation and has worked at Park Avenue Securities LLC and Guardian Life Insurance Company of America since 2018. Prior to that, he was with Securian Financial Services, Inc. and Minnesota Life Insurance Company from 2015 to 2018 and attended William Mitchell College of Law from 2014 to 2017. 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 tailored client solutions combining discretionary management and model-based strategies, with access to proprietary programs, third-party advisory platforms, insurance products, and alternative investments.
Patrick R
Series 66
New York, NY
Guardian Life
Patrick Ryan is a financial advisor with Guardian Life and holds a Series 66 designation. He has five years of industry experience and has previously worked at Merrill Lynch and Major League Baseball. Park Avenue Securities LLC, doing business 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 access to proprietary and third-party investment solutions.
Nathan P
ChFC®, Series 63
New York, NY
Guardian Life
Nathan Perlmutter is a ChFC® credentialed financial advisor with 52 years of industry experience, currently with Guardian Life in New York, NY. His career has been primarily with Guardian Life since 1999. Outside of his advisory role, he is involved in several business ventures including management roles in Forest Hills Financial Group and related entities, and operates multiple Guardian general agencies. Guardian Life's subsidiary, Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, utilizing proprietary programs and third-party platforms to tailor client relationships and provide a range of financial planning and consulting services.
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.
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”)
Finding advisors...
Find a financial advisor
Based on your filters