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Jay P

CFP®, Series 66

Atlanta, GA

Guardian Life

Jay Patel is a CFP® and Series 66-licensed financial advisor with Guardian Life, based in Atlanta, GA, and has three years of industry experience. His prior work includes roles at Peachtree Planning Inc. and operating Jay Kunjan Investments. Guardian Life’s subsidiary, Park Avenue Securities, provides brokerage and 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 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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Andrew G

Series 63

Melville, NY

Guardian Life

Andrew Gozinsky is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and having 28 years of industry experience. He previously earned a Juris Doctor but is not an active member of the New York State bar. Gozinsky also engages in providing insurance solutions outside of Guardian Life, focusing on non-proprietary products based on client needs. 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 utilizes a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms, to tailor client relationships and provide a broad range of financial planning and consulting 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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Gregory G

CFP®, Series 63, Series 65

Rye Brook, NY

Guardian Life

Gregory Galef is a CFP® with 24 years of industry experience, currently serving with Guardian Life and Park Avenue Securities in Rye Brook, NY. He has been affiliated with both firms since 2002. Outside of his primary advisory role, he acts as a co-trustee for two family trusts. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to a diverse client base, including individuals, retirement plan sponsors, and charitable organizations. The firm offers financial planning, discretionary and model-based management 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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Colton M

Series 66

Charlotte, NC

Guardian Life

Colton Mendenhall is a financial advisor with Guardian Life, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Wells Fargo and Consolidated Planning. He also engages in independent insurance sales outside of Guardian Life. Guardian Life, through its subsidiary Park Avenue Securities, offers brokerage and advisory services to individuals, businesses, and organizations, combining advisor-led discretionary management with model-based strategies and a range of financial planning and consulting 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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Patrick D

Series 66

Houston, TX

Guardian Life

Patrick Dickson is a financial advisor with Guardian Life and holds a Series 66 designation. He has 26 years of industry experience, including prior roles at Ameriprise and Mass Mutual Investors Services. He is a co-owner of White Rhino Financial LLC and is involved with Rethink Wealth LLC, both operating under Guardian. Park Avenue® Wealth Management, 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 combines advisor-led discretionary management with model-based strategies and offers access to proprietary and third-party investment solutions, as well as integrated lending options 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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Randall K

Series 63

Beachwood, OH

Guardian Life

Randall Keller is a financial advisor with Guardian Life, holding a Series 63 designation and 18 years of industry experience. His prior career includes roles at Northwestern Mutual as well as Park Avenue Securities, a subsidiary of Guardian Life, where he currently serves. Outside of finance, he is a partner in Navarre Dentistry, LLC. Park Avenue Securities, doing business as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to proprietary wrap programs, third-party advisory solutions, and insurance products 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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Adam R

Series 63, Series 65

Rye Brook, NY

Guardian Life

Adam Rolewicz is a financial advisor with Guardian Life who holds Series 63 and Series 65 designations and has 25 years of industry experience. He has worked at Guardian Life and Park Avenue Securities since 2001. Outside of his advisory work, he is involved with The Opus Foundation, which raises funds for local charitable organizations through events such as golf outings and wine tastings. 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 combination of advisor-led discretionary management and model-based strategies, along with 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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Brandon A

Series 63, Series 66

Prosper, TX

Guardian Life

Brandon Agamennone is a financial advisor with Guardian Life, holding Series 63 and Series 66 licenses and seven years of industry experience. His prior work includes roles at Merrill and Bank of America, as well as earlier positions with New York Life and Eagle Strategies. Outside of his advisory work, he is involved with Baseball Prodigy, LLC, which focuses on college baseball recruiting through an app called Pro Look Sports Group. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm blends advisor-led discretionary management with model-based strategies and digital advisory solutions, providing a range of financial planning and consulting services 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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Mark Robert L

Series 63, Series 65

Minnetonka, MN

Guardian Life

Mark Robert Lange is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has 35 years of experience in the industry, including 20 years with Guardian Life and Dobson Financial Services. Outside of his advisory work, he is a co-trustee of the Lange Family Trust and serves as a notary public in Blue Earth County. He is associated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which 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, education, and investment management solutions through both 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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Michel S

ChFC®, Series 66

Needham, MA

Guardian Life

Michel Scheinmann is a financial advisor with Guardian Life in Needham, MA, holding the ChFC® and Series 66 credentials and bringing 23 years of industry experience. He has been with Guardian Life since 2016. Guardian Life’s 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 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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Michael S

Series 63, Series 65

Minnetonka, MN

Guardian Life

Michael Schweitzer is a financial advisor with Guardian Life in Minnetonka, MN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Guardian Life and its affiliated entities since 2006. Outside his advisory role, he is involved in offering other insurance products independently of Guardian. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofit organizations. The firm combines advisor-led discretionary management with model-based strategies and offers various 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
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Elliott S

Series 63, Series 65, Series 66

West Chester, OH

Guardian Life

Elliott Singer is a financial advisor with Guardian Life and holds Series 63, Series 65, and Series 66 licenses. He has nine years of industry experience and previously worked with firms including Fidelity Investments, JPMorgan Chase Bank, and Pruco Securities. Guardian Life’s subsidiary Park Avenue® Wealth Management offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides 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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Andrew B

Series 66

Las Vegas, NV

Guardian Life

Andrew Bunkers is a financial advisor at Guardian Life with a Series 66 credential and two years of industry experience. He has worked at Park Avenue Securities since 2024 and has prior experience in real estate through his ownership of Vivienda Development LLC. Before entering the financial advisory field, he was involved in real estate and support services spanning over a decade. 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, retirement plan sponsors, and organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with additional 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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Marc M

Series 63, Series 65

Tarrytown, NY

Guardian Life

Marc Mirabella is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Guardian Life and Park Avenue Securities since 2009. Outside of his advisory role, he serves as a volunteer firefighter with the Elmsford Fire Department. 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 advisor-led discretionary management combined with model-based strategies through proprietary programs and third-party platforms, delivering tailored client solutions across a broad range of financial planning and investment advisory 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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John A

CFP®, Series 66

Topsfield, MA

Guardian Life

John Akoury is a CFP®-certified financial advisor with 23 years of industry experience. He has been with Guardian Life and its subsidiary Park Avenue Securities since 2014. Akoury also engages in offering insurance products beyond those provided through Guardian. 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 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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Manuel E

ChFC®, Series 63

Addison, TX

Guardian Life

Manuel Esparza Jr. is a financial advisor with Guardian Life, holding the ChFC® and Series 63 credentials and bringing 36 years of industry experience. He has worked with Guardian Life and affiliated firms since 2003, including Park Avenue Securities and The Economic Planning Group Inc. Outside of his advisory role, he serves as Treasurer of the South Texas chapter of NAIFA and as Secretary of Coyote Cooks, a charitable cooking organization. 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 a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, tailoring client relationships with a range of financial planning and consulting 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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Ryan C

Series 66

Paramus, NJ

Guardian Life

Ryan Cron is a financial advisor at Guardian Life with a Series 66 designation and four years of industry experience. He has held roles at Guardian Life since 2022 and previously worked at Certified Financial Services, Movado Group, and Scotts Miracle-Gro. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs both advisor-led discretionary management and model-based strategies, providing a range of financial planning and consulting services alongside 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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Samuel G

Columbus, OH

Guardian Life

Samuel Grooms is a financial advisor with Guardian Life and Park Avenue Securities, holding 18 years of industry experience. He previously worked at New York Life Insurance Company and NYLife Securities. Outside of his advisory role, he is involved with OVE Media LLC, where he dedicates part of his time. Park Avenue Securities, a wholly owned 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 personalized financial planning and investment management 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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Jasmine M

Series 66

Kalispell, MT

Guardian Life

Jasmine Minor is a financial advisor with Guardian Life and holds the Series 66 designation. She has one year of industry experience and has previously worked at Destination PROS and Park Avenue Securities. Outside of advising, she operates a retail social media vendor business. Guardian Life operates Park Avenue Wealth Management, providing brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning, discretionary and non-discretionary management, 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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Kelly E

CFA®, Series 63

Honolulu, HI

Guardian Life

Kelly Eng is a financial advisor at Guardian Life with eight years of industry experience. She holds the CFA® designation and Series 63 license. Her prior work includes roles at Park Avenue Securities and various Guardian Life entities. Outside of her advisory work, she sells disability insurance to dental and other students through Health Professionals Insurance Services. 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 uses a combination of advisor-led discretionary management and model-based strategies, offering tailored client relationships 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
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