Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Christine F
Series 66
New York, NY
Guardian Life
Christine Fresco is a Series 66 credentialed advisor with 19 years of industry experience. She is currently associated with Guardian Life and Park Avenue Securities in New York, NY, where she has worked since 2006. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client relationships through advisor-led management and model-based strategies, combining proprietary programs with third-party platforms.
Cristian R
Series 63, Series 66
New Braunfels, TX
Guardian Life
Cristian Ramirez is a financial advisor at Guardian Life with three years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at NYLIFE Securities LLC and New York Life Insurance. Outside of his advisory role, he has a minority interest in a multifamily short-term rental property. Guardian Life’s 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, along with financial planning and consulting tailored by investment adviser representatives.
Stephen W
Series 63, Series 66
Tampa, FL
Guardian Life
Stephen Wroblewski is a financial advisor with Guardian Life and Park Avenue Securities in Tampa, FL, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has been with Park Avenue Securities and Guardian Life since 2016. Outside of his advisory role, he performs magic and juggling tricks for audiences and engages in online streaming. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate clients, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and digital advisory solutions, offering tailored client services that include financial planning, consulting, and access to insurance and alternative investment products.
Thomas W
Series 66
Cincinnati, OH
Guardian Life
Thomas Wilson is a Series 66-licensed financial advisor with 29 years of industry experience. He is currently with Guardian Life and Park Avenue Securities and has held previous roles at Penn Mutual Life Insurance Company, Hornor, Townsend & Kent, Inc., and earlier at Guardian Life. Outside of his advisory work, he is involved in entrepreneurial ventures including ownership of Grove Park Grille, LLC, a restaurant in Cincinnati. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and 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 through its established relationship with Guardian Life.
Richard B
CFP®, Series 63, Series 66
Phoenix, AZ
Guardian Life
Richard Beckley is a CFP® with 38 years of industry experience, currently serving as a financial advisor at Guardian Life and Park Avenue Securities. He has been associated with Guardian Life and its related entities since 1998. Beckley also offers insurance products beyond those provided by Guardian. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides both 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 programs and third-party solutions.
Mark Z
Series 63
Roslyn, NY
Guardian Life
Mark Zias is a financial advisor at Guardian Life with 11 years of industry experience. He has been with Guardian Life since 2014 and worked at Park Avenue Securities from 2015 to 2017. In addition to his advisory role, he is also an independent contractor involved in insurance sales outside of Guardian Life. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, businesses, and organizations. The firm uses a combination of advisor-led discretionary management and model-based strategies, providing access to proprietary and third-party solutions tailored to client needs.
Taranbir S
Series 63, Series 65
Ridgefield, CT
Guardian Life
Taranbir Sawhney is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including prior roles at New York Life, Prudential Insurance Company of America, and Park Avenue Securities. Outside of his advisory work, he is also involved in insurance sales unrelated to Guardian Life. Park Avenue Securities LLC, a wholly owned 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 through proprietary and third-party platforms, delivering tailored client relationships with access to insurance products and alternative investments.
Michele Lee F
Series 63, Series 65
New York, NY
Guardian Life
Michele Lee Fine is a financial advisor with Guardian Life and Park Avenue Securities in New York, NY, holding Series 63 and Series 65 licenses with 22 years of industry experience. She has been affiliated with Guardian Life and Park Avenue Securities since 2005. She serves as a board member of the UJA Business Leader's Forum and is co-treasurer of the Women's International Zionist Organization (WIZO). 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 advisor-led discretionary management alongside model-based strategies and integrates insurance and alternative investment options through its connection with Guardian Life.
Lawrence C
Series 63, Series 65
Albertson, NY
Guardian Life
Lawrence Cohen is a financial advisor at Guardian Life with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Park Avenue Securities and Guardian Life Insurance Company since 2014. Cohen also engages in selling insurance products through Ash Brokerage. 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 access to proprietary and third-party platforms.
Thomas P
ChFC®, Series 63, Series 65
Raleigh, NC
Guardian Life
Thomas Pemberton is a financial advisor with Guardian Life who holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience, including roles at Principal Mutual Life Insurance Co and Cp Advisory Services, Inc. Since 2013, he has been with Guardian Life in Raleigh, NC. Outside of his advisory role, he sells non-Guardian life long-term care and disability insurance products. Guardian Life’s Park Avenue® Wealth Management 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 access to proprietary programs, third-party solutions, and insurance products through its connection to Guardian Life.
Anthony M
Series 66
Roslyn, NY
Guardian Life
Anthony Mammano is a financial advisor at Guardian Life and holds a Series 66 designation. He has one year of industry experience, with prior roles at Park Avenue Securities, Guardian Life Insurance Company, Cbiz Marks Paneth, and Mercy University. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals—including high-net-worth clients—as well as corporate and retirement plan sponsors, charitable organizations, and businesses. The firm uses a combination of advisor-led discretionary management and model-based strategies, offering services that include financial planning, consulting, and access to both proprietary and third-party advisory solutions.
Aaron B
ChFC®, Series 63, Series 65
West Des Moines, IA
Guardian Life
Aaron Brinks is a financial advisor with Guardian Life in West Des Moines, IA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 19 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company of America. Outside of his advisory role, he is involved as a part owner in a storage rental business and operates an equipment purchase and leasing company. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, charities, and businesses. The firm offers a range of investment management solutions, financial planning, and consulting services, leveraging both proprietary and third-party platforms to tailor client relationships.
David C
Series 63, Series 65
Canton, OH
Guardian Life
David Ciccarelli is a financial advisor at Guardian Life with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guardian Life and its affiliates since 1998. Outside of his advisory role, he is involved with Innovatus Wealth Advisors LLC, which he uses for tax purposes and plans to expand as a DBA. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, businesses, and organizations. The firm provides a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.
Bruce R
Series 63, Series 65
Appleton, WI
Guardian Life
Bruce Romberg 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 Park Avenue Securities, Guardian Life Insurance Company, Thrivent Investment Management Inc., and Thrivent Financial for Lutherans. Romberg is based in Appleton, Wisconsin. Guardian Life’s subsidiary, Park Avenue Securities LLC, 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 proprietary programs, alternative investments, and integrated lending options.
Justin L
Series 66
Fairhope, AL
Guardian Life
Justin Law is a financial advisor at Guardian Life with five years of industry experience. He holds a Series 66 designation and has worked at Guardian Life and Park Avenue Securities since 2019. Prior to his financial career, he held roles in transportation and furniture sales. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses with brokerage and advisory services. The firm offers tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and digital advisory platforms.
Qian L
Series 63, Series 66
Flushing, NY
Guardian Life
Qian Li is a financial advisor at Guardian Life with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Park Avenue Securities, Guardian Life Insurance Company, NYLIFE Securities LLC, and New York Life Insurance Co. since 2017. Li also acts as a broker for East and Ocean Life. Park Avenue Securities LLC, a wholly owned 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 tailored client solutions through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.
Nemanja S
Series 63, Series 65
San Diego, CA
Guardian Life
Nemanja Selezan is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His work history includes multiple roles at Guardian Life and Park Avenue Securities, where he has served clients since 2014. Outside of his advisory duties, he is a council member of the Western Diocese. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management and model-based strategies, combined with access to insurance products, alternative investments, and integrated lending options.
Gerardo R
Series 63, Series 65
New Braunfels, TX
Guardian Life
Gerardo Ramirez Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at New York Life and Eagle Strategies before joining his current firms. Outside of his advisory role, he owns Burke Material Handling LLC, a heavy machinery company, where he occasionally provides sales training. 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, providing customized client relationships supported by proprietary and third-party platforms.
Adam B
ChFC®, Series 63
King of Prussia, PA
Guardian Life
Adam Boyer is a financial advisor with Guardian Life and holds the ChFC® and Series 63 designations. He has 21 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company dating back to 2007. Outside of his advisory work, he is involved with USAFrance Services, LLC, a non-investment-related business. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate clients, 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 programs along with integrated lending options and insurance products through its connection with Guardian Life.
Ryan C
Series 66
Florham Park, NJ
Guardian Life
Ryan Casey is a financial advisor with Guardian Life holding a Series 66 designation and four years of industry experience. His prior roles include positions at Park Avenue Securities and Simon Quick Advisors, LLC. Guardian Life’s Park Avenue® Wealth Management provides brokerage and advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary wrap programs, third-party advisory solutions, insurance products, and alternative investments.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters