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Brandt J
CFP®, Series 63, Series 66
Houston, TX
Guardian Life
Brandt Jordan is a financial advisor at Guardian Life with 13 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Outside of his advisory role, he is a co-owner of Old Republic English Bulldogs, a dog breeding business. Guardian Life, through its wholly owned subsidiary Park Avenue Securities LLC, 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 proprietary programs, third-party advisory solutions, and a digital advisory platform.
Harvey W
Series 63
Melville, NY
Guardian Life
Harvey Weiner is a financial advisor at Guardian Life with 44 years of industry experience. He holds a Series 63 designation and has been with Guardian Life since 2015. In addition to his advisory role, he operates as an insurance broker offering various insurance products independently. 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 combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.
Stephanie S
Series 66, Series 63
Springfield, MO
Guardian Life
Stephanie Staggs is a financial advisor with Guardian Life and holds Series 66 and Series 63 licenses. She has two years of experience in the industry, including roles at Park Avenue Securities and Guardian Life since 2024, and previously operated Staggs Financial Services. Staggs also serves on the Physician Assistant Advisory Board at Drury University, contributing to financial literacy efforts within the program. Guardian Life, through its subsidiary Park Avenue Wealth Management, 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 proprietary wrap programs, third-party advisory solutions, insurance products, and alternative investments.
Donald B
Series 63, Series 65
Knoxville, TN
Guardian Life
Donald Borella is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and two years of industry experience. His background includes roles at Park Avenue Securities and Equitable Advisors, among others. Guardian Life's subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, retirement plan sponsors, and organizations, combining advisor-led discretionary management with model-based strategies and providing access to insurance products and alternative investments.
Aaron W
Series 63, Series 66
Bethlehem, PA
Guardian Life
Aaron Wolfe is a financial advisor at Guardian Life with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Merrill and Wells Fargo Clearing Services. His career also includes a period of self-employment. Guardian Life’s subsidiary, Park Avenue® Wealth Management, 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 digital advisory platforms.
Michael E
ChFC®, Series 63
Canton, OH
Guardian Life
Michael Erchick Sr. is a financial advisor with Guardian Life in Canton, OH, holding the ChFC® designation and Series 63 license. He has 39 years of industry experience, including 36 years with Guardian Life Insurance Company of America and 27 years with Guardian Life. Outside of investment advisory, he is involved in underwriting property and casualty, individual, and group health insurance. 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 investment management solutions, combining advisor-led discretionary management with model-based strategies and digital advisory options.
Kenneth C
Series 63, Series 65
Tampa, FL
Guardian Life
Kenneth Carmickle is a financial advisor with Guardian Life in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at MassMutual and First Command Advisory Services. Outside of his advisory work, he is involved in selling insurance products outside of Guardian. Guardian Life’s Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party platforms.
Kyle C
Series 63, Series 66
Gilbert, AZ
Guardian Life
Kyle Crews is a financial advisor at Guardian Life with Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Vanguard Advisers, Inc. and Vanguard Marketing Corporation. 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—including high-net-worth clients—corporate and retirement plan sponsors, and charitable organizations. The firm offers a mix of advisor-led discretionary management and model-based strategies, along with access to proprietary programs and third-party solutions.
Jason H
Series 66
Middleton, MA
Guardian Life
Jason Hutchinson is a financial advisor with Guardian Life and holds a Series 66 designation. He has seven years of industry experience, including previous roles at Lincoln Investment and Edward Jones. In addition to his advisory work, he is a part-time employee at QAD, involved in scheduling appointments. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, businesses, and organizations. The firm offers a range of financial planning and investment management solutions through both advisor-led and model-based strategies, supported by proprietary and third-party platforms.
Melissa S
Series 66
New York, NY
Guardian Life
Melissa Schlow is a Series 66-licensed financial advisor with Guardian Life, based in New York, NY, and has one year of industry experience. She previously worked at New York RHB and also serves as a fitness and health coach at Chimney Rock CrossFit, where she conducts CrossFit and endurance running classes. Guardian Life's subsidiary, Park Avenue Securities LLC, 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 educational services tailored to client needs.
John H
Series 63
Beachwood, OH
Guardian Life
John Hollis is a financial advisor with Guardian Life, holding a Series 63 designation and 38 years of industry experience. He has been with Guardian Life since 2012. Outside of advisory work, he serves as president of HaHa Dumpsters LLC and has investments in product innovation ventures. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led management with model-based strategies and provides access to proprietary programs, insurance products, and alternative investments.
Jonathan B
Series 63, Series 65
Indianapolis, IN
Guardian Life
Jonathan Benham is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. He has 22 years of industry experience, having worked at firms including Park Avenue Securities, Bischoff Wealth Management Group, MASS MUTUAL, Morgan Stanley, Wells Fargo Clearing, and Merrill. Based in Indianapolis, IN, he has been with Guardian Life and its subsidiary Park Avenue Securities since 2026. Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves 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 insurance products, alternative investments, and a range of financial planning and consulting services.
Eileen R
Series 66
Irvine, CA
Guardian Life
Eileen Rice is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 28 years of industry experience. She has worked at Park Avenue Securities and Guardian Life since 2012, and previously at Mass Mutual Investors Services and Osaic FA, Inc. Rice teaches aspects of the Living Balance Sheet software and philosophy as a faculty member. 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, advisory, and consulting services, combining advisor-led management with model-based strategies and access to proprietary and third-party platforms.
Erik B
Series 63, Series 65
Minnetonka, MN
Guardian Life
Erik Bohn is a financial advisor with Guardian Life in Minnetonka, MN, holding Series 63 and Series 65 registrations and 15 years of industry experience. He has worked at Guardian Life and its related entities since 2014 and is currently associated with Park Avenue Securities, a subsidiary of Guardian Life. Outside of his advisory role, he is involved in insurance activities with other companies as appropriate. Park Avenue Securities LLC provides 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 offers a range of financial planning and consulting solutions tailored to client needs.
Michelle B
Series 66
Port Saint Lucie, FL
Guardian Life
Michelle Boyce is a financial advisor with Guardian Life who holds a Series 66 credential and has 13 years of industry experience. She previously worked at Hornor Townsend & Kent Inc. and Penn Mutual Life Insurance Company. Outside of her advisory role, she is engaged in life insurance brokerage and serves as a trainer for other advisors in the LEAP system. Guardian Life’s Park Avenue Securities provides a range of brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers advisor-led discretionary management alongside model-based strategies and integrates insurance and alternative investment products through its connection with Guardian Life.
Kevin J
CFP®, Series 63, Series 65
Bethlehem, PA
Guardian Life
Kevin Janus is a CFP® professional with 17 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities, LLC. His work history includes roles at Ameritas, Mass Mutual, Metlife Securities, and PRUCO Securities. 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 combines advisor-led discretionary management with model-based strategies and provides a range of financial planning and consulting services.
Keith S
Series 63, Series 65
Rye Brook, NY
Guardian Life
Keith Snyder is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and 25 years of industry experience. His work history includes positions at Mutual Service Corporation and a long tenure at both Guardian Life and Park Avenue Securities since 2006. Outside his primary roles, he is involved in selling insurance independently and is a member of Aurelian Wealth Strategies, a business activity unrelated to investment advising. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm integrates advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and a variety of lending and consulting tools.
Seth V
Series 63, Series 66
Greenville, SC
Guardian Life
Seth Von Kuhn is a financial advisor at Guardian Life with six years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Lima One Capital and Northwestern Mutual Investment Services LLC. His current roles include positions at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing clients with tailored financial planning, consulting, and access to specialized investment programs.
Kenneth A
Series 63, Series 65
Woodcliff Lake, NJ
Guardian Life
Kenneth Alter is a financial advisor with Guardian Life who holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company throughout his career. Outside of his advisory role, he operates Planning Alliance Consulting LLC, providing fee-based consulting for businesses and estates. Park Avenue Securities LLC, 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 uses a combination of advisor-led discretionary management and model-based strategies, providing tailored financial planning and consulting through proprietary and third-party platforms.
Emilio F
Series 66
New York, NY
Guardian Life
Emilio Fernandez is a financial advisor at Guardian Life with a Series 66 license and one year of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2024. Prior to joining the financial industry, he was involved in business activities including ELLI Travel Group and community organizations such as Larchmont Shore Club and Larchmont Youth Soccer. 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 investment management solutions, combining discretionary management with model-based strategies and access to proprietary and third-party advisory programs.
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