Peter Holmes is a CFP® and ChFC® with 30 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has held various roles since 2008. Park Avenue Securities LLC, 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 combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and education services tailored to client needs.

Stewart Davis Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at Park Avenue Securities and The Guardian Life Insurance Company since 2006. Davis is also involved in managing investment-related businesses including Davis II Companies LLC and Davis Roussel Holdings LLC. 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 combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.

Aaron Komarek is a Series 66-licensed financial advisor at Guardian Life with five years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021. Outside of his advisory role, he serves as power of attorney and executor for family members and is involved in selling insurance products outside of Guardian. Park Avenue Securities LLC, 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 combination of advisor-led discretionary management and model-based strategies, with access to proprietary programs, third-party advisory solutions, and various integrated financial services.

Maria Carrara is a financial advisor with Guardian Life, holding the PFS™ and Series 63 designations and bringing 22 years of industry experience. She has been with Guardian Life since 2009. Outside of her advisory role, Maria works as a CPA specializing in divorce financial analysis and operates a jewelry business that donates portions of proceeds to breast cancer charities. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of brokerage and advisory services, combining advisor-led discretionary management with model-based strategies and access to proprietary insurance and alternative investment products.

Marshall Dodge is a financial advisor at Guardian Life with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Life since 2018, previously spending nine years with John Hancock. Guardian Life’s Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, 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 programs.

Craig Wenger is a CFP®-designated financial advisor with 20 years of industry experience. He has worked at Guardian Life and Guardian Life Insurance Company since 2016. Wenger is also involved in insurance services as an additional business activity. He is affiliated with Park Avenue Wealth Management, 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 combines advisor-led discretionary management with model-based strategies and offers specialized tools including insurance products and alternative investments.

Adam Besana is a ChFC® credentialed financial advisor with five years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, having previously worked at Northwestern Mutual Wealth Management Company and its related entities. 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 solutions, combining advisor-led discretionary management with model-based strategies and access to insurance products and alternative investments.

Lars Gwartney is a financial advisor with Guardian Life and holds the CFP®, ChFC®, and Series 63 designations. He has 15 years of industry experience, including a decade at Northwestern Mutual Wealth Management Company. His current roles also include work with Park Avenue Securities. Guardian Life’s subsidiary, Park Avenue Securities LLC, delivers both brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of advisor-led discretionary management and model-based strategies, providing tailored client solutions through proprietary programs and third-party platforms.

Jay Eichler is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved in automotive purchasing businesses that acquire inventory for dealers. 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 combines advisor-led discretionary management with model-based strategies and offers access to insurance products and alternative investments through its connection with Guardian Life.

Donald Robertson is a financial advisor with Guardian Life holding a Series 66 designation and two years of industry experience. He has worked at Guardian Life and its subsidiary Park Avenue Securities since 2025, with prior experience at Edward Jones and Southern Glazer's Wine and Spirits 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 tailored client relationships through a combination of advisor-led discretionary management and model-based strategies, alongside access to insurance products and alternative investment platforms.

Boyd Cauble II is a financial advisor with Guardian Life and holds Series 65 and Series 66 designations. He has 24 years of industry experience, including roles at Park Avenue Securities, Evergreen Investment Management, Columbia Management Advisors, and Banc of America Investment Services. Cauble also utilizes CBS Brokerage as a resource for life insurance policies outside of his primary firm. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate clients, and retirement plan sponsors. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs as well as third-party advisory solutions.

Patrick Lee is a financial advisor with Guardian Life and Park Avenue Securities. He holds a Series 66 designation and has been working in the industry since 2023. Prior to his current roles, he has experience in education at several institutions including the University of Cincinnati and Florida Atlantic University. Park Avenue Securities, 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 both advisor-led discretionary management and model-based strategies, incorporating proprietary programs and third-party platforms to tailor client relationships and services.

Wolf Perl is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 credential and over 28 years of industry experience. He has worked at both firms since the early 1990s and late 1990s respectively. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals—including high-net-worth clients—as well as 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, delivering tailored financial planning and consulting services.

Paul Backofen Jr. is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, based in Las Vegas, NV, with eight years of industry experience. His background includes roles at both Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he serves as an assistant golf coach at Chaparral High School and co-founded a community organization focused on craft beer enthusiasts in Nevada. 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 through advisor-led discretionary management and digital advisory platforms.

Benjamin Casner is a financial advisor with Guardian Life, holding a Series 66 designation and beginning his career in 2025. His prior experience includes roles at Park Avenue Securities and Certified Financial Services, as well as academic attendance at St. Lawrence University and The Loomis Chaffee School. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, serves individual, corporate, and charitable clients with brokerage and investment advisory services. The firm offers tailored financial planning and consulting through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Umang Patel is a financial advisor with Guardian Life and holds the ChFC® and Series 66 credentials, with 11 years of industry experience. He previously worked at Edward Jones and has been associated with Park Avenue Securities and Guardian Life Insurance Company at various times since 2016. Outside of his advisory role, he volunteers as a lead instructor for basic financial literacy workshops for middle and high school students. 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 range of financial planning, consulting, and investment management solutions, combining advisor-led discretionary management with model-based strategies and digital advisory platforms.

Bradley Cunningham is a financial advisor with Guardian Life who holds a Series 63 designation and has 22 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance throughout his career. Outside of his advisory role, he is involved in swim coaching in Madeira, Ohio, and serves on the Madeira City Schools School Board. Guardian Life’s Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers a range of financial planning and consulting solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Robert Schlesinger is a financial advisor at Guardian Life with eight years of industry experience and a Series 66 designation. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2011. Schlesinger is also involved in outside insurance activities. 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 both advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, along with a range of financial planning and consulting services.

Robert Penn is a financial advisor with Guardian Life and holds Series 63 and Series 66 designations. He has 11 years of industry experience and has worked at firms including Principal Financial Services, Equitable Advisors, and Penn Mutual Life Insurance Company. Penn is also the president and sole owner of Harvest Wealth Advisors, where he provides fee-based financial planning and conducts educational workshops. Park Avenue Securities, a subsidiary of Guardian Life, offers 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, providing tailored client relationships and access to proprietary and third-party investment solutions.

Erik Oleary is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His career includes roles at New York Life, Securian Financial Services, and SagePoint Financial. Park Avenue Securities, 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 mix of advisor-led discretionary management and model-based strategies, along with access to insurance products, alternative investments, and integrated lending options.