Richard Shurmer III is a financial advisor with Guardian Life in Cincinnati, OH, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has been with Guardian Life since 1991 and Guardian Life Insurance Company since 1991, totaling more than three decades at the firm. He serves as co-trustee and co-executor of his parents' trust. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers a range of brokerage and advisory services to individuals, corporate and retirement plan sponsors, charities, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions.

Matthew Willig is a financial advisor at Guardian Life with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has been affiliated with Guardian Life and its subsidiaries since 2004. Outside of his advisory role, he serves on the board of the Northern Kentucky/Greater Cincinnati University of Kentucky Alumni Association and occasionally assists clients with preparing basic estate planning documents. 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 provides a range of financial planning and consulting services, combining advisor-led management with model-based strategies and access to proprietary and third-party investment programs.

Sarah Rutherford is a financial advisor with Guardian Life and holds a Series 66 designation. She has seven years of industry experience, including roles at Merrill and Park Avenue Securities. Guardian Life’s subsidiary, Park Avenue Securities, provides brokerage and investment advisory services to a broad client base, including individuals, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and digital platforms.

Gregory Current is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and over 20 years of industry experience. He has been with Park Avenue Securities and Guardian Life since 2013 and has worked with Charles Aris Inc since 2004. 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, with access to proprietary programs, third-party solutions, and a digital advisory platform.

Benjamin Cota is a financial advisor with Guardian Life, holding a Series 66 designation and eight years of industry experience. He previously worked at Charles Schwab & Co., Inc. for eight years and has been with Park Avenue Securities, a subsidiary of Guardian Life, since 2026. 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 consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment programs.

Blake Geisler is a financial advisor at Guardian Life with a Series 66 designation and one year of experience. His career includes roles outside finance, such as working at Napoli Bros Pizza and Pasta and Mi Lupita. He was also employed by the Rockwood School District for 13 years. Guardian Life’s Park Avenue® Wealth Management offers brokerage and advisory services to individuals, businesses, and charitable organizations, combining advisor-led discretionary management with model-based strategies and digital solutions tailored to client needs.

David Richards is a financial advisor with Guardian Life in Greenwood Village, CO, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Guardian Life and its related entities since 2008 and has worked at Park Avenue Securities since 2024. In addition to his advisory role, Richards engages in selling insurance products outside of Guardian on a part-time basis. Park Avenue Securities LLC, a wholly owned 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 mix of advisor-led and model-based investment strategies, access to proprietary and third-party solutions, and specialized planning services tailored by individual investment advisers.

Cynthia Stenberg is a financial advisor with Guardian Life holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Orange Grove, SLAM, and Cambridge Christian School. She is based in Tampa, FL. Guardian Life, through its subsidiary Park Avenue Securities, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory solutions.

Angela Foxx is a financial advisor with Guardian Life in Columbus, OH, holding a Series 66 designation and 13 years of industry experience. She previously worked at Morgan Stanley for one year before joining Guardian Life in 2015. Outside of her advisory role, she manages Foxx Flavors, LLC, a retail business selling sauces and batters, and serves as Founder and Executive Director of Actions 4 Change, an organization focused on eradicating home insecurity and drug addiction. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and consulting services alongside discretionary and model-based investment management, utilizing proprietary programs and third-party platforms.

Lawrence Rosenthal is a financial advisor at Guardian Life with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2000. Rosenthal serves on the board of the Jewish High School for Boys. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management and model-based strategies, access to proprietary and third-party investment solutions, and a range of financial planning and consulting services.

Zachary Allen is a financial advisor with Guardian Life in Troy, Ohio, holding a Series 66 designation and 18 years of industry experience. He has been with Guardian Life since 2011. Outside of his advisory role, Allen serves as Treasurer and Board Member of the Citizens Scholarship Fund of Troy, Ohio, and acts as emcee for the annual Big Brothers, Big Sisters dinner. Guardian Life, through its affiliate Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning, discretionary and model-based investment management, and consulting services, combining proprietary and third-party platforms to tailor client relationships.

Michael Palmer is a financial advisor with Guardian Life, holding a Series 66 designation and nine years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company throughout his career. Palmer serves on nonprofit and industry boards and is involved in behavioral coaching through his own firm, MGP Coaching, LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, businesses, and organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and access to proprietary and third-party investment solutions.

Michele Berteotti is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding Series 63 and Series 65 licenses with nine years of industry experience. She has been self-employed since 2004 and has worked at her current firms since 2017. Outside of her advisory role, she provides private golf instruction. 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 access to insurance products, alternative investments, and integrated lending options.

Mark Nelson is a financial advisor at Guardian Life with 30 years of industry experience. He has been with Guardian Life and its related entities since 1995. Outside of his advisory role, Nelson serves as treasurer for a local Masonic Lodge and holds board positions with the Maple Grove Cemetery Association and the Winifred Crawford Dibert Boys and Girls Club of Jamestown. 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, utilizing both advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.

Kamran Ellini is a CFP® and ChFC® with 27 years of experience in the financial services industry. He has worked with Park Avenue Securities and The Guardian Life Insurance Company since 2011 and held prior roles at Mass Mutual Investors Services, Investment Professionals, Inc., and Ameriprise. He is associated with Guardian Life, an enterprise firm serving individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers brokerage and advisory services, combining advisor-led management with model-based strategies and access to proprietary programs and select third-party solutions.

Luka Vujovich is a financial advisor at Guardian Life with seven years of industry experience. He holds a Series 66 designation and has prior work experience at Park Avenue Securities and Systems Source. He also operates as an independent contractor offering non-Guardian insurance products. 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 offers a range of financial planning and investment solutions, combining advisor-led discretionary management with model-based strategies and a variety of proprietary and third-party platforms.

Frederick Chambers is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Guardian Life and Park Avenue Securities in Irvine, CA. Prior to his current role, he worked at Thrivent Financial and held leadership responsibilities outside the financial sector as the lead pastor at Grace Community Church of Saddleback Valley. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company, 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 combining advisor-led discretionary management with model-based strategies across proprietary and third-party platforms.

Peter Christian Della Volpe is a financial advisor at Guardian Life and holds a Series 66 designation. He joined the industry in 2025 after completing his education at Franklin and Marshall College. Prior to entering the financial sector, he spent several years in education at Bridgewater-Raritan schools. 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 offers a range of financial planning and management solutions, combining advisor-led discretionary management with model-based strategies and a variety of integrated operational and lending options.

Philip Scott is a Series 63 licensed financial advisor with 12 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2015 and 2024, respectively. His other business activities include soliciting the sale of insurance products not offered by Guardian. 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 combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.

Rosanne Kane is a financial advisor at Guardian Life with 18 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked for Lincoln Financial Advisors and Lincoln Financial Securities for over 15 years. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, charities, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and leveraging proprietary and third-party platforms.