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Richard P

ChFC®, Series 63, Series 65

Needham, MA

Guardian Life

Richard Poitras is a financial advisor at Guardian Life and Park Avenue Securities with over 57 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Since 2016, he has been associated with both Guardian Life Insurance and Park Avenue Securities. Park Avenue Securities, 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 provides a range of financial planning and consulting services, employing advisor-led discretionary management and model-based strategies supported by 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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Garrett W

CFP®, Series 63, Series 65

Brentwood, TN

Guardian Life

Garrett Williamson is a financial advisor with Guardian Life, holding the CFP® designation along with Series 63 and 65 licenses, and has 11 years of industry experience. He has worked at Guardian Life since 2018, following prior roles at Commonwealth Financial Network and Wells Fargo. Outside of advising, he owns Foundation Bookkeeping LLC, an independent bookkeeping service. Guardian Life operates through its Park Avenue® Wealth Management subsidiary, providing brokerage and advisory services to individuals, corporations, and nonprofits. The firm offers a range of tailored financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies 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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Conner D

Series 66

Florham Park, NJ

Guardian Life

Conner Decker is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. Prior to his advisory role, he was involved with Decker Tape Products for six years and currently serves as an officer of a family-owned business that sells snack products. He also works as an independent contractor in insurance sales outside of Guardian Life. Guardian Life, through its subsidiary Park Avenue Securities, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, providing access to insurance products, alternative investments, and a range of integrated financial planning and consulting 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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Richard P

ChFC®, Series 63

Wall, NJ

Guardian Life

Richard Pasick is a financial advisor with Guardian Life, holding the ChFC® designation and Series 63 license, and has 40 years of industry experience. He has worked with Park Avenue Securities and Guardian Life since 2016 and has been with Congilose & Associates since 1983. In addition to his advisory role, he conducts Social Security workshops and provides coaching and education to other agents. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm combines discretionary management with model-based strategies and provides a range of financial planning and consulting services tailored to client needs.

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 H

Series 63, Series 66

Memphis, TN

Guardian Life

Robert Hicks is a financial advisor with Guardian Life and holds Series 63 and Series 66 designations. He has 21 years of industry experience, including 12 years at Eagle Strategies (NY Life) and extensive tenure with New York Life Insurance Company. Hicks serves as president of the local NAIFA Memphis Chapter and volunteers with the Independent Presbyterian Church. His firm, Park Avenue Securities LLC, operates as Park Avenue® Wealth Management, offering 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 provides a range of planning, consulting, and investment solutions tailored to client needs.

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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Brad C

ChFC®, Series 66

Needham, MA

Guardian Life

Brad Champion is a financial advisor with Guardian Life and holds the ChFC® and Series 66 designations. He has 13 years of industry experience and has worked at both Park Avenue Securities and Guardian Life Insurance Company since 2012. 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 combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to clients’ needs.

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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Christopher B

Series 66

Tampa, FL

Guardian Life

Christopher Burnett is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, based in Tampa, FL. He has 14 years of industry experience and serves as a faculty member training financial representatives at Guardian. Burnett is also involved in content creation and podcasting, and he authors published works outside of his advisory role. 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, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary and third-party platforms, 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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John B

Series 66

Greenville, SC

Guardian Life

John Banda II is a Series 66-credentialed advisor with Guardian Life, based in Greenville, SC, and has three years of industry experience. Prior to joining Guardian Life in 2023, he held positions at Cintas and Yancey Bros Co. Guardian Life’s Park Avenue® Wealth Management 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 discretionary management with model-based strategies and 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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Jp C

Series 63, Series 65

Baton Rouge, LA

Guardian Life

Jp Caswell is a financial advisor with Guardian Life in Baton Rouge, LA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been associated with Park Avenue Securities and Guardian Life Insurance Company since 2013. Outside of his advisory role, he is the owner of The Physician's Guild, LLC, a business focused on connecting student loan debt with potential grant opportunities. Park Avenue Securities LLC, operating as 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 tailored client relationships through a range of proprietary and third-party 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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Trevor N

Series 66

Tampa, FL

Guardian Life

Trevor Newsome is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2025. Prior to entering the financial services industry, he was involved with Next Net Media for seven years and held roles at Captain Rapps Fishing Charters and New York Orchestras. In addition to his advisory work, Trevor acts as an executor of a will. 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 combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and proprietary wrap 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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Mitchell E

Series 63, Series 65

Columbus, OH

Guardian Life

Mitchell Ewaska is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He began his financial services career in 2024 and has prior experience with Lifetime Financial Growth and Park Avenue Securities. Before entering the industry, he was a student at The Ohio State University. Guardian Life’s subsidiary, Park Avenue Securities, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides customized financial planning and consulting through both advisor-led discretionary management and model-based strategies, supported by 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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Diane V

Series 63, Series 65

New York, NY

Guardian Life

Diane Venetsky is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. She has 26 years of industry experience, including current roles at Park Avenue Securities LLC and Guardian Life Insurance Company. Her career also includes prior service at Guardian Life from 2004 to 2016. 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, model-based strategies, and 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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Connor M

Series 66

New York, NY

Guardian Life

Connor Marrone is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, based in New York, NY, with four years of industry experience. He has held roles at both Guardian Life and Park Avenue Securities since 2018. Outside of his advisory work, he is involved in brokering other business activities for carriers beyond Guardian. 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 services, combining advisor-led discretionary management with model-based strategies 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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Sarah C

CFP®, ChFC®, Series 66

Reston, VA

Guardian Life

Sarah Cato is a CFP®, ChFC®, and Series 66-registered advisor with 21 years of industry experience. She is currently affiliated with Guardian Life and Park Avenue Securities, where she has worked since 2010. In addition to her advisory role, she serves on the board of The ARC and operates Cato Advisory, LLC, which supports dental transition consulting. 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 advisor-led discretionary management and model-based strategies, combining proprietary programs with third-party platforms and tailored client 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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Roderick W

Series 66

Pittsford, NY

Guardian Life

Roderick Williams is a Series 66-licensed financial advisor with Guardian Life in Pittsford, NY. He has one year of industry experience, including roles at Guardian Life, Park Avenue Securities, and Alliance Financial Network. Prior to entering the financial sector, he worked for five years at Walmart and has experience in education. 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 offers tailored financial planning and investment solutions through a combination of advisor-led management and model-based strategies, supported by 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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Christopher S

CFP®, Series 66

Madison, WI

Guardian Life

Christopher Strommen is a CFP® and holds a Series 66 license with eight years of industry experience. He is currently with Guardian Life and Park Avenue Securities in Madison, WI, where he has worked since 2017. His background includes roles at the University of Wisconsin and its affiliated schools. Outside of his advisory work, he is involved in outside fixed insurance sales. 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.

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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Tyler H

Series 66

Florham Park, NJ

Guardian Life

Tyler Hayden is a financial advisor with Guardian Life and holds a Series 66 designation. He has experience with multiple firms including Park Avenue Securities, Guardian Life Insurance Company, and MML Investors Services. Outside of finance, he has worked with Sportika Multisport Academy and Arcadia University. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides a range of 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 a variety of integrated financial and operational 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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Robert J

ChFC®, Series 63

Columbus, OH

Guardian Life

Robert Johnson III is a financial advisor with Guardian Life in Columbus, Ohio. He holds the ChFC® and Series 63 designations and has 39 years of industry experience. Johnson has been with Guardian Life since 2008 and has operated the Self-Johnson Agency since 1984. He serves as chairman of the finance committee and is a deacon at Delaware Bible Church. 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 combines advisor-led discretionary management with model-based strategies through proprietary and third-party platforms, providing tailored client solutions that include financial planning, consulting, and access to insurance and alternative investment products.

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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Daniel G

Series 63, Series 66

Lake Oswego, OR

Guardian Life

Daniel Grubbs is a financial advisor at Guardian Life with five years of industry experience. He holds Series 63 and Series 66 licenses and operates out of Lake Oswego, Oregon. In addition to his advisory role, he works as an insurance broker for products other than Guardian. Daniel is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America. The firm serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses, offering a range of investment advisory and brokerage services through a combination of discretionary management 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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Peter C

Series 63, Series 65

Northborough, MA

Guardian Life

Peter Crinella is a financial advisor at Guardian Life with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Northwestern Mutual and Robert Roy. Outside of finance, he was involved with the Guildford Flames Hockey Club for two years. Guardian Life’s Park Avenue Wealth Management provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and investment management solutions through advisor-led discretionary and model-based strategies, supported by 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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