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Chris E
Series 66
Minnetonka, MN
Guardian Life
Chris Elhardt is a Series 66-registered financial advisor with Guardian Life, based in Minnetonka, MN, and has 10 years of industry experience. He has worked with Guardian Life and its affiliate Park Avenue Securities since 2013. Outside of advising, he is also involved as a broker of insurance products including long-term care, group, annuities, life, and disability insurance. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and 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 and provides access to proprietary and third-party advisory solutions.
Douglas F
ChFC®, Series 63
Minnetonka, MN
Guardian Life
Douglas Flink is a financial advisor with Guardian Life and holds the ChFC® and Series 63 designations. He has 33 years of industry experience and has been with Guardian Life since 2006. Outside of his advisory role, he is involved with Foster Klima & Company, Inc., a general agency for Guardian Life. His firm, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, including high-net-worth clients, 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, alongside access to insurance products and alternative investments via its connection with Guardian Life.
Tai N
Series 66
Humble, TX
Guardian Life
Tai Nguyen is a financial advisor with Guardian Life and holds a Series 66 license. He has 18 years of industry experience, including prior roles at Eagle Strategies and MSI Financial Services. Outside of his advisory work, he is involved in insurance sales independent of Guardian Life. 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 client solutions through a combination of advisor-led discretionary management and model-based strategies, supported by proprietary and third-party platforms.
Jimmy L
Series 63, Series 65
Summerville, SC
Guardian Life
Jimmy Lewis is a financial advisor with Guardian Life in Summerville, SC, holding Series 63 and Series 65 licenses and with 11 years of industry experience. He previously worked at New York Life and Park Avenue Securities, with multiple roles spanning from 2014 to the present. Outside of his advisory work, Lewis serves as an executor of family wills and is involved with Swamp Fox Financial, LLC. Park Avenue Securities LLC, 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, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies through proprietary and third-party platforms, providing tailored financial planning and consulting services.
Deborah B
ChFC®, Series 63
Tarrytown, NY
Guardian Life
Deborah Becker is a ChFC®-designated financial advisor at Guardian Life with 22 years of industry experience. She has worked at Park Avenue Securities and Guardian Life since 2018 and held roles at NYLIFE Securities LLC and New York Life Insurance Company prior to that. Becker volunteers with two nonprofit organizations. 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 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 integrated lending and consulting services.
David S
Series 63, Series 65
New York, NY
Guardian Life
David Skoda is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Guardian Life and its affiliated firms since 2012. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 combines advisor-led discretionary management with model-based strategies and provides access to specialized products and integrated lending options.
Luisa B
ChFC®, Series 63, Series 65
Miami, FL
Guardian Life
Luisa Bravo is a financial advisor with Guardian Life, holding the ChFC® designation and Series 63 and Series 65 licenses. She has 35 years of industry experience, including 19 years with Guardian Life in Miami, FL. Outside of her advisory role, she assists with the Eagle Lakes Office Park Condo Association by attending monthly meetings and supervising the management company. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm provides a range of financial planning and investment solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party programs.
Robert C
Series 65, Series 63
Needham, MA
Guardian Life
Robert Curran is a financial advisor with Guardian Life in Needham, MA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. His prior roles include positions at Morgan Stanley, Ameriprise Financial Services, and MassMutual. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers 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 provides various financial planning and consulting services tailored to client needs.
Rodger E
Series 66
Austin, TX
Guardian Life
Rodger Ewy is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience, including roles at Park Avenue Securities and Bankers Life. His background also includes work in biomedical research and at Georgetown University. He works with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary investment management solutions, combining advisor-led strategies with model portfolios and access to insurance and alternative investment products.
Steven C
Series 63, Series 65
Red Bank, NJ
Guardian Life
Steven Cucinelli is a financial advisor with Guardian Life based in Red Bank, NJ. He holds Series 63 and Series 65 licenses and has 18 years of industry experience. He currently serves as Managing Director in middle management, recruiting and training new hires, and moderates FSCP courses for financial advisers. Outside of his advisory role, he is President of Coastal LeTip and manages a youth soccer team with the Middletown Soccer Club Wave Black. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, businesses, and charitable organizations. The firm offers a range of financial planning and investment solutions combining advisor-led discretionary management with model-based strategies and proprietary as well as third-party platforms.
John N
ChFC®, Series 63
Fort Myers, FL
Guardian Life
John Nastasi is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation and Series 63 license, with 38 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2005 and previously spent nine years at Securian Financial Services, Inc. Outside of his financial advisory work, he is active as a musician and serves as music director at Our Lady of Lourdes church in Venice, Florida, as well as participating in music-related partnerships. Park Avenue Securities, a subsidiary of Guardian Life, 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 through proprietary and third-party platforms.
Anna M
Series 66
Rochester, MN
Guardian Life
Anna Maxon is a financial advisor at Guardian Life and Park Avenue Securities with five years of industry experience. She holds a Series 66 designation and has worked in the financial services sector since 2011. Outside of her advisory role, she volunteers as Communications Coordinator for Little Flowers and is involved in a family business focused on cremation and life celebrations. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, businesses, and organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments.
Robert W
Series 63
New York, NY
Guardian Life
Robert Weinstein is a financial advisor with Guardian Life in New York, NY, holding a Series 63 designation and 22 years of industry experience. He has been affiliated with Guardian Life and its related entities since 1996 and has worked with Park Avenue Securities since 2022. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and discretionary management solutions, combining proprietary and third-party investment programs.
Augusto L
Series 63, Series 65
Tampa, FL
Guardian Life
Augusto La Puente is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He serves as a trustee on a personal estate and participates in modeling for photo and video shoots. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers 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 provides access to proprietary and third-party advisory solutions tailored to client needs.
Sean P
Series 66
Lake Mary, FL
Guardian Life
Sean Parkes is a financial advisor with Guardian Life and holds the Series 66 designation. He has three years of industry experience and has worked at Guardian Life and Park Avenue Securities since 2023. Outside of his advisory role, Parkes has been involved with real estate enterprises, including licensed activities with Apogee International Real Estate Group and Parkes Place Professional Real Estate Group. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client services through advisor-led discretionary management and model-based strategies, combining proprietary programs and third-party platforms.
Frank R
Series 66
Pittsford, NY
Guardian Life
Frank Randall is a financial advisor with Guardian Life and holds a Series 66 designation. He has six years of industry experience, including roles at Park Avenue Securities and Citizens Bank. Randall is involved in an insurance-related business outside of Guardian Life. 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 combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.
Melina D
ChFC®
Hollywood, FL
Guardian Life
Melina Degelsmith is a ChFC® credentialed financial advisor with 23 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. Her career spans multiple roles within these firms since 2008. She also holds licenses for insurance sales and property and casualty insurance through separate brokerage arrangements. 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, as well as access to insurance products and alternative investments through its connection with Guardian Life.
David C
Series 63, Series 65
Somerville, NJ
Guardian Life
David Cerchio is a financial advisor with Guardian Life in Somerville, NJ, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. He has been with Guardian Life since 2007 and previously worked at International Planning Alliance, LLC. Outside of his advisory role, he serves on the board of the Middletown South Alumni Organization. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations, combining advisor-led discretionary management with model-based strategies through proprietary and third-party platforms.
Jessica Jade V
Series 63, Series 65
Port Saint Lucie, FL
Guardian Life
Jessica Jade Valentini is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. She has three years of industry experience and previously worked at World Ventures Inc. Valentini serves as president of Omni Professional Security and Network Lead Exchange, a lead exchange group, supporting member meetings and maintaining structure. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and advisory services to individuals, institutions, and charitable organizations. 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.
Dylan P
Series 66
New York, NY
Guardian Life
Dylan Peters is a Series 66 licensed financial advisor at Guardian Life with two years of industry experience. He has worked with several firms including Park Avenue Securities and Strategies for Wealth. His background also includes roles outside finance, such as time spent at the University of Connecticut's Office of Diversity & Inclusion and involvement with The Arch Restaurant. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to a diverse client base including individuals, high-net-worth clients, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies supported by proprietary platforms and third-party solutions.
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