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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.

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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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.

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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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.

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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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.

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 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.

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 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.

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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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.

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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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.

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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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.

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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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.

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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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.

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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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.

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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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.

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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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.

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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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.

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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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.

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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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.

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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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.

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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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.

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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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.

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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