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Ellen A

Series 63, Series 66

Baton Rouge, LA

Guardian Life

Ellen Alderman is a financial advisor with Guardian Life in Baton Rouge, LA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Guardian Life and its subsidiary since 2014. Guardian Life’s 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, along with 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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Jake M

Series 63, Series 65

New York, NY

Guardian Life

Jake Miller is a financial advisor at Guardian Life with Series 63 and Series 65 credentials and three years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and Citi Bank. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses with both brokerage and investment advisory services. The firm offers a blend of advisor-led discretionary management and model-based strategies, utilizing proprietary and third-party platforms, along with digital advisory solutions and integrated lending options.

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 H

Series 66

New York, NY

Guardian Life

Andrew Harman Jr. is a financial advisor at Guardian Life with 12 years of industry experience. He holds the Series 66 designation and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company. Harman also serves on the Board of Directors for the Fred S Keller School. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and investment solutions, combining advisor-led discretionary management with model-based strategies and digital advisory 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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Craig S

Series 63, Series 65

Rye Brook, NY

Guardian Life

Craig Slaughter is a financial advisor at Guardian Life with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Insurance & Annuity Company and Park Avenue Securities since 2002. He also sells insurance products from carriers other than 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, institutions, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides 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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Michael L

Series 66

San Diego, CA

Guardian Life

Michael Lewis is a financial advisor at Guardian Life with one year of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities and several other firms. Lewis is also engaged as an independent contractor in insurance outside of Guardian Life. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and a range of proprietary and third-party investment 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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Ava H

Series 66

San Diego, CA

Guardian Life

Ava Henry is a financial advisor with Guardian Life and holds a Series 66 designation. She has one year of industry experience and previously worked at Shake Smart and KC's American Kitchen. Ava is also involved with Henry Mechanical, a business she has been affiliated with since 2018. Guardian Life’s subsidiary, Park Avenue Securities LLC, 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 advisory solutions combining advisor-led discretionary management with model-based strategies 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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Robert S

Series 63, Series 65

Tallahassee, FL

Guardian Life

Robert Stuyverson is a financial advisor with Guardian Life in Tallahassee, FL, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2005 and previously at PRUCO Securities, LLC from 1986 to 2005. He serves as a board member at Elder Care Services. 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, digital advisory solutions, and access to 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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Cody W

Series 63, Series 66

Eastanollee, GA

Guardian Life

Cody Wilson is a financial advisor at Guardian Life with seven years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley and E*TRADE Securities LLC. Guardian Life’s affiliate, Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses by offering brokerage and advisory services. The firm employs a combination of advisor-led discretionary management and model-based strategies, leveraging proprietary programs and third-party platforms to tailor client relationships.

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 C

Series 66

Pittsburgh, PA

Guardian Life

Patrick Callahan is a financial advisor with Guardian Life, holding a Series 66 designation and 15 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company throughout his career. Outside of his advisory roles, he serves as a board member for the Moon Industrial Development Authority and is part of the Moon Township School Board. 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 combination of advisor-led discretionary management and model-based strategies, along with financial planning, consulting, and access to proprietary and third-party advisory programs.

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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Whitney S

Series 66

Greenwood Village, CO

Guardian Life

Whitney Selvig is a financial advisor at Guardian Life with two years of industry experience. She holds the Series 66 designation and has previously worked at Celebrity Home Loans and NBH Bank. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers financial planning, subscription-based consulting, and access to proprietary and third-party investment programs, combining advisor-led discretionary management with 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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Anna T

Series 66, Series 65

New York, NY

Guardian Life

Anna Tyutyunik is a financial advisor at Guardian Life with 10 years of industry experience. She holds the Series 65 and Series 66 designations and has worked at firms including Northwestern Mutual, The Maddox Group, and New York Life Insurance Company. In addition to her advisory role, she serves on the Board of Directors for the Hudson Valley Riverbank Historic Sites and Museum. 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 combination of advisor-led discretionary management and model-based strategies 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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Megan S

Series 66

Wall, NJ

Guardian Life

Megan Schneider is a financial advisor with Guardian Life and holds a Series 66 designation. She has eight years of industry experience, including roles at LPL Financial and Park Avenue Securities. Schneider is currently based in Wall, NJ. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and charitable organizations, offering a range of financial planning and investment management solutions through both advisor-led 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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Jason F

Series 66

Paramus, NJ

Guardian Life

Jason Fink is a financial advisor with Guardian Life based in Paramus, NJ. He holds a Series 66 designation and has two years of industry experience. He previously worked at Park Avenue Securities and has been affiliated with Guardian Life since 2012. Outside of his advisory role, he serves as Co-Chairman of a church golf outing, organizing activities and sponsorships. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, businesses, and organizations. The firm offers customized financial planning and advisory solutions, combining discretionary management with model-based strategies and access to proprietary and third-party programs.

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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Katherine K

Series 66

Pittsburgh, PA

Guardian Life

Katherine Kelly is a financial advisor at Guardian Life with four years of industry experience. She holds a Series 66 designation and has worked previously at Oppenheimer and Lifetime Financial Growth. Her background also includes experience outside finance at St Rosalia School. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and digital advisory options.

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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Nicholas T

Series 63, Series 65

Missoula, MT

Guardian Life

Nicholas Taber is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has worked at Park Avenue Securities since 2010 and with Guardian Life since 2006. Outside of his advisory role, he serves on the Missoula YMCA Board of Directors and is an officer and owner of Taber Crew LLC. 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 offers customized financial planning and consulting, combining advisor-led discretionary management with model-based strategies and digital 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

ChFC®, Series 63

Lancaster, PA

Guardian Life

Michael Strothers is a financial advisor with Guardian Life and holds the ChFC® designation and Series 63 license. He has 32 years of industry experience, including long-term roles at Park Avenue Securities and Guardian Life Insurance Company, spanning over two decades. His other business activities include providing insurance services outside of Guardian Life. 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 employs a combination of advisor-led discretionary management and model-based strategies, providing tailored client solutions through proprietary programs 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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Steven M

Series 63, Series 65

Needham, MA

Guardian Life

Steven Misdea is a financial advisor with Guardian Life in Needham, MA, holding Series 63 and Series 65 licenses and possessing 16 years of industry experience. He has been with Guardian Life since 2015 and also operates Misdea Financial and Insurance Services, focusing on insurance products. Guardian Life, through its Park Avenue® Wealth Management division, 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 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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Kristen H

Series 63

Albany, NY

Guardian Life

Kristen Hadden is a Series 63-licensed financial advisor with 13 years of industry experience. She is currently with Guardian Life and has worked extensively within affiliated entities including Park Avenue Securities. Outside of finance, she operates Filamental Concepts, an online business selling her own artwork. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and advisory services combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party programs.

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 S

Series 63, Series 65

Madison, WI

Guardian Life

Mark Smith is a financial advisor with Guardian Life in Madison, WI, holding Series 63 and Series 65 licenses and 32 years of industry experience. He has been with Guardian Life since 2007, following a year at Midwest Professional Planners, Ltd. Mark is also an officer and owner of Third Coast Advisors, Inc., which holds a General Agency contract with Guardian. Guardian Life's subsidiary Park Avenue Wealth Management offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and advisory solutions through a combination of advisor-led discretionary management and model-based strategies, with access to proprietary programs, alternative investments, and a variety of integrated lending 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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Jeffrey W

Series 63, Series 65

Woodcliff Lake, NJ

Guardian Life

Jeffrey Ward is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes multiple roles at Guardian Life and Park Avenue Securities since 2014, as well as prior experience with Mass Mutual Investors Services and New England Securities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm integrates advisor-led discretionary management with model-based strategies and provides a range of financial planning, consulting, and proprietary 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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