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Harvey W

Series 63

Melville, NY

Guardian Life

Harvey Weiner is a financial advisor with Primerica Advisors in Melville, NY, holding a Series 63 designation and bringing 43 years of industry experience. He has worked at Guardian Life and Primerica Advisors since 2015. In addition to his advisory role, he operates as an insurance broker selling various insurance products outside of Guardian. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base including individual and high-net-worth investors. The firm offers both brokerage and advisory services with a range of proprietary and third-party investment programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Stephanie S

Series 66, Series 63

Springfield, MO

Guardian Life

Stephanie Staggs is a financial advisor at Guardian Life with two years of industry experience. She has worked at Park Avenue Securities and Guardian Life since 2024 and previously operated Staggs Financial Services for three years. Staggs participates as a member of the Physician Assistant Advisory Board at Drury University, where she engages in financial literacy outreach. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs including discretionary and non-discretionary portfolios managed in-house and by third parties.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Donald B

Series 63, Series 65

Knoxville, TN

Guardian Life

Donald Borella is a financial advisor with Guardian Life in Knoxville, TN, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at several firms, including Park Avenue Securities, Equitable Advisors, and LPL Enterprise. Prior to his financial services career, he worked six years at Renovations Plus. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs that include discretionary and non-discretionary management options using both proprietary and third-party models.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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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 with firms including Wells Fargo Clearing Services and Fidelity Investments. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services. The firm offers both discretionary and non-discretionary advisory models and combines proprietary and third-party strategies to meet client needs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Michael E

ChFC®, Series 63

Canton, OH

Guardian Life

Michael Erchick Sr. is a financial advisor with Primerica Advisors in Canton, OH, holding the ChFC® and Series 63 designations and bringing 38 years of industry experience. He has been with Primerica Advisors since 1999 and has also worked with Guardian Life Insurance Company of America since 1990. In addition to his advisory role, he is involved in other insurance activities including property and casualty, individual, and group health insurance. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm utilizes a range of investment strategies through proprietary and third-party portfolios and supports various account-level features including lending solutions and tax-harvesting.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Kenneth C

Series 63, Series 65

Tampa, FL

Guardian Life

Kenneth Carmickle is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MassMutual Investors Services, MassMutual Life Insurance Company, and First Command Advisory Services. Outside of his advisory role, he is involved as a broker selling insurance products beyond those offered through Guardian. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers proprietary and third-party investment programs, financial planning, and consulting services, managing approximately $15 billion in regulatory assets.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Kyle C

Series 66, Series 63

Gilbert, AZ

Guardian Life

Kyle Crews is a financial advisor with Guardian Life and holds Series 66 and Series 63 credentials. He has four years of industry experience, including roles at Vanguard Advisers, Inc. and Park Avenue Securities. His background also includes positions outside finance, such as work at Camp Timberline and Grand Canyon University. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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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 prior roles at Lincoln Investment and Edward Jones. Outside of his financial advisory work, he is employed part-time in a non-investment role involving appointment scheduling. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs using both proprietary and third-party models.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Melissa S

Series 66

New York, NY

Guardian Life

Melissa Schlow is a financial advisor at Guardian Life with one year of industry experience. She holds a Series 66 designation and previously worked at New York RHB for five years. Outside of finance, she is a fitness and health coach at Chimney Rock CrossFit, where she teaches CrossFit and endurance running classes. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and investment advisory programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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John H

Series 63

Beachwood, OH

Guardian Life

John Hollis is a financial advisor with Primerica Advisors in Beachwood, Ohio, holding a Series 63 designation and 37 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance since 2012. Outside of his advisory work, Hollis is involved in several business ventures, including serving as president of HaHa Dumpsters LLC and holding investments in product innovation through Blazor Inc LLC. Primerica Advisors serves a broad retail client base, offering transaction-based brokerage and fee-based advisory relationships along with financial planning and consulting services. The firm employs a variety of proprietary and third-party investment strategies and supports multiple advisory programs and account-level services.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Jonathan B

Series 63, Series 65

Indianapolis, IN

Guardian Life

Jonathan Benham is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Bischoff Wealth Management Group, Ben Franklin Wealth, and MassMutual. He is based in Indianapolis, IN. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that include discretionary and non-discretionary management using proprietary and third-party models.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Eileen R

Series 66

Irvine, CA

Guardian Life

Eileen Rice is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has 27 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. In addition to her advisory work, she teaches aspects of the Living Balance Sheet software and its underlying philosophy as a faculty member. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level features such as lending solutions and tax management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Erik B

Series 63, Series 65

Minnetonka, MN

Guardian Life

Erik Bohn is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 credentials. He has 15 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he is a power of attorney for a family member. Park Avenue Securities serves a broad retail client base with both brokerage and advisory services, offering a range of investment programs and financial planning solutions through proprietary and third-party platforms.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Michelle B

Series 66

Port Saint Lucie, FL

Guardian Life

Michelle Boyce is a financial advisor at Guardian Life with 12 years of industry experience and holds a Series 66 designation. She has previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of her advisory role, she is involved in multiple insurance brokerage activities, including serving as a vice president at a life insurance brokerage and training other advisors in the LEAP system. Park Avenue Securities LLC, where she is currently affiliated, is a broker-dealer and SEC-registered investment adviser serving individual and institutional clients with brokerage services, financial planning, and investment advisory programs, including discretionary and non-discretionary portfolio management and digital advisory solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Kevin J

CFP®, Series 63, Series 65

Bethlehem, PA

Guardian Life

Kevin Janus is a CFP® professional with 16 years of industry experience. He is currently affiliated with Primerica Advisors and has worked at firms including Park Avenue Securities, Guardian Life Insurance, Ameritas, Mass Mutual, and Metlife Securities. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm utilizes a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Keith S

Series 63, Series 65

Rye Brook, NY

Guardian Life

Keith Snyder is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 24 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory work, he is involved with Aurelian Wealth Strategies as an owner and member. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies, including proprietary model portfolios and third-party managers, and offers various account-level services such as lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Seth V

Series 63, Series 66

Greenville, SC

Guardian Life

Seth Von Kuhn is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has six years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, Lima One Capital, Northwestern Mutual Investment Services LLC, and John White. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, retirement plan consulting, and a range of proprietary and third-party investment advisory programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Kenneth A

Series 65, Series 63

Woodcliff Lake, NJ

Guardian Life

Kenneth Alter is a financial advisor at Guardian Life with 13 years of industry experience. He holds Series 65 and Series 63 licenses and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he operates Planning Alliance Consulting LLC, providing fee-based consulting for businesses and estates. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a registered broker-dealer and investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of advisory programs, combining proprietary and third-party investment strategies.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Emilio F

Series 66

New York, NY

Guardian Life

Emilio Fernandez is a Series 66 licensed financial advisor with Primerica Advisors based in New York, NY. He has held positions at Park Avenue Securities and Guardian Life Insurance Company since 2024. Prior to his current roles, he was involved with ELLI Travel Group, Recsports, Larchmont Shore Club, and Larchmont Youth Soccer. Park Avenue Securities serves a broad retail client base, offering both brokerage and fee-based advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account services such as lending and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Michael H

Series 63, Series 65

Encino, CA

Guardian Life

Michael Hess is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 21 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he consults on entertainment projects for his wife's company, King's Daughter Inc. Park Avenue Securities LLC serves a diverse retail client base through brokerage and advisory services, offering proprietary and third-party investment programs, financial planning, and business consulting. The firm manages approximately $15 billion in regulatory assets and supports a range of investment strategies across discretionary and non-discretionary accounts.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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