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Enrique M

Series 63, Series 65

Naples, FL

Guardian Life

Enrique Medellin Jr. is a financial advisor with Primerica Advisors based in Naples, FL, holding Series 63 and Series 65 licenses. He has one year of industry experience, with prior roles at Northwestern Mutual Investment Services LLC and Guardian Life Insurance Company. Before entering the financial industry, he worked for Collier County Public Schools for six years. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies across multiple account types.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Jordon K

Series 66

Virginia Beach, VA

Guardian Life

Jordon Kampana is a financial advisor with Primerica Advisors, holding a Series 66 designation and based in Virginia Beach, VA. He has experience working at Park Avenue Securities, Guardian Life Insurance Company, and Geico. Park Avenue Securities LLC serves a diverse retail client base including individual investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary model portfolios, third-party managers, and digital advice platforms.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Frank B

PFS™, Series 63

Garden City, NY

Guardian Life

Frank Bove is a financial advisor with Primerica Advisors and holds the PFS™ and Series 63 designations. He has 25 years of industry experience and is also a partner at Dinowitz & Bove CPAs, a full-service public accounting and tax preparation firm. Bove provides consulting on tax, accounting, and fiscal responsibility matters outside of his advisory role. He works with Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage and fee-based advisory relationships, employing a variety of proprietary and third-party investment strategies along with financial and retirement planning services.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Michael Y

ChFC®, Series 63, Series 65

Hunt Valley, MD

Guardian Life

Michael Yanchoris is a ChFC® credentialed financial advisor with 38 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2011. Yanchoris is also involved in insurance activities outside of Guardian Life. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services, offering proprietary advisory programs and a variety of investment options through an integrated operating model.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Norman P

ChFC®, Series 63, Series 65

Atlanta, GA

Guardian Life

Norman Plotkin is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including over two decades with both firms. Outside of his advisory role, he volunteers as a financial planner assisting Holocaust survivors through Jewish Family & Children Services of Atlanta and serves as Vice Commodore of the Barefoot Sailing Club. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser affiliated with Guardian Life. The firm provides brokerage services, financial planning, retirement consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Stephen E

Series 63

Sherrodsville, OH

Guardian Life

Stephen Ericksen is a financial advisor with Primerica Advisors based in Sherrodsville, Ohio. He holds a Series 63 designation and has six years of industry experience. His prior firms include Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual. Outside of advising, he serves as power of attorney for a family member. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Curtis S

Series 66

Williamsport, PA

Guardian Life

Curtis Sauers is a financial advisor with Guardian Life and holds a Series 66 credential. He has two years of industry experience and has worked at firms including Park Avenue Securities and Northwestern Mutual. Outside of finance, he has experience working at Tony’s Delicatessen and Fresh Meats. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and access to proprietary and third-party investment programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Louis M

Series 65, Series 63

Houston, TX

Guardian Life

Louis Mayor is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has five years of industry experience, including roles at Northwestern Mutual and MassMutual before joining Guardian Life and Park Avenue Securities. Based in Houston, TX, his background includes a mix of wealth management and investment services. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of investment advisory programs using both proprietary and third-party models.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Douglas N

Series 66

Las Vegas, NV

Guardian Life

Douglas Newton is a financial advisor with Primerica Advisors holding a Series 66 designation and beginning his industry experience in 2025. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2025. Outside of financial advising, he is the managing member of King Penguin Media, a company providing production and post-production services to the entertainment industry. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a variety of investment strategies through proprietary models, third-party managers, and digital advice solutions, supporting a wide range of investment products and account services.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Mark S

Series 66

Brentwood, TN

Guardian Life

Mark Schmidt is a financial advisor with Primerica Advisors who holds the Series 66 designation and has five years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021, with prior experience at Peachtree Planning of Tennessee, Edward Jones, and Carmax. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of investment strategies through proprietary and third-party portfolios, along with financial planning and consulting services.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Steven R

Series 63, Series 65

Southfield, MI

Guardian Life

Steven Romanowski is a financial advisor with Primerica Advisors and currently affiliated with Park Avenue Securities. He holds Series 63 and Series 65 licenses and has 20 years of industry experience. His prior roles include positions at Guardian Life Insurance Company and Primerica Advisors. Outside of advisory work, he is involved in life and disability insurance brokerage. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies across various account types and supports additional services such as lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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William V

Series 63, Series 65

Charlotte, NC

Guardian Life

William Von Husen III is a financial advisor with Primerica Advisors based in Indian Trail, NC, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. His prior work includes fifteen years at CETERA Financial Specialists LLC and multiple roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he is involved with Doxa Retirement Services, LLC, a non-investment-related activity. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement-plan consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports a range of account-level services, including lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Logan A

Series 66

Wall, NJ

Guardian Life

Logan Andreyko is a financial advisor with Guardian Life and holds the Series 66 designation. He has one year of industry experience, including roles at Guardian Life Insurance Company, Park Avenue Securities, and C & A Financial Group. He completed his studies at Michigan State University in 2024. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships and utilizes model portfolios from internal and third-party managers.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Austin E

Series 63, Series 65

Atlanta, GA

Guardian Life

Austin Ehlinger is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2014. Outside of his advisory role, he serves as an executor of his parent’s estate. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a mix of proprietary and third-party investment strategies across various account types.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Alex B

Series 66

Needham, MA

Guardian Life

Alex Burns is a financial advisor at Primerica Advisors with a Series 66 designation and two years of industry experience. Prior to his current role, he has held positions at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved as a broker with Justworks, providing payroll and HR-related services. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting solutions. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies and account-level services.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Gerard F

Series 63, Series 65

Needham, MA

Guardian Life

Gerard Frawley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2008. In addition to his advisory role, he is involved in selling long-term care, life insurance, disability, and fixed annuity products. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes a variety of proprietary and third-party investment strategies across multiple account types and supports features such as securities-based lending and tax harvesting.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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John L

Series 63, Series 65

Tallahassee, FL

Guardian Life

John Lentz VII is a financial advisor with Primerica Advisors in Tallahassee, FL, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2013. Outside of his advisory role, he serves as a trustee for a family trust and is a board member of Can Monkey. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm employs a variety of investment strategies through proprietary and third-party model portfolios and supports a range of account-level services such as lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Hubert C

Series 63

Augusta, GA

Guardian Life

Hubert Cooke III is a financial advisor with Primerica Advisors who holds a Series 63 designation and has 44 years of industry experience. He has been associated with Peachtree Planning Corporation, Park Avenue Securities, and Guardian Life Insurance Company since 2001. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, providing various proprietary and third-party investment programs along with financial planning and consulting solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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James M

Series 63, Series 65

Woodcliff Lake, NJ

Guardian Life

James Moore is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018 and was previously with Primerica Advisors and Guardian Life Insurance Co of America from 2015 to 2018. Outside of his advisory work, Moore serves as a trustee for the Hillsborough Jr Raiders Sports and is a board member of the Somerset County 200 Club. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both transaction-based brokerage and fee-based advisory services. The firm utilizes proprietary model portfolios, third-party strategists, and a digital advice solution to manage accounts on a discretionary or non-discretionary basis, supporting a range of investment products and lending solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Robert F

Series 66

Needham, MA

Guardian Life

Robert Furlong is a financial advisor with Primerica Advisors in Needham, MA, holding a Series 66 designation and 11 years of industry experience. He has been associated with Park Avenue Securities since 2013 and Guardian Life Insurance Company of America since 2011. Outside of his advisory role, he participates in ProVisors, a professional community focused on collaboration and relationship building among trusted advisors. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary management across various asset types.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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