Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Freddie S

Series 63, Series 65

Montgomery, AL

Guardian Life

Freddie Spears is a financial advisor with Guardian Life in Montgomery, AL, holding Series 63 and Series 65 licenses and having 34 years of industry experience. He has been with Guardian Life since 1991 and Guardian Life Insurance Company since 1991. Outside of his advisory role, he helps manage a motel through GLSS Enterprises. Guardian Life, through its subsidiary 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, incorporating insurance products and alternative investments within a range of tailored client services.

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
user avatar
firm logo

Lyle D

Series 63

Rye Brook, NY

Guardian Life

Lyle Domenitz is a financial advisor with Guardian Life, holding a Series 63 designation and over 33 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company for the past decade. Domenitz is involved in outside insurance sales and holds ownership interests in several business entities related to insurance and benefits. Park Avenue Securities LLC, 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 range of financial planning and investment management solutions through 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
user avatar
firm logo

Enrique M

Series 63, Series 65

Naples, FL

Guardian Life

Enrique Medellin Jr. is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has two years of industry experience, including roles at Park Avenue Securities and Northwestern Mutual. Prior to his financial services career, he worked for Collier County Public Schools for six years. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm offers tailored financial planning and investment management through a combination of 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
user avatar
firm logo

Jordon K

Series 66

Virginia Beach, VA

Guardian Life

Jordon Kampana is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and one year of industry experience. Prior to his current roles, he worked at Geico for eight years. 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 combined with model-based strategies, alongside a range of financial planning, consulting, and educational services.

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
user avatar
firm logo

Frank B

PFS™, Series 63

Garden City, NY

Guardian Life

Frank Bove is a financial advisor with Guardian Life, holding the PFS™ and Series 63 designations and bringing 26 years of industry experience. He has worked at Guardian Life Insurance Company of America since 2010 and is also a partner at Dinowitz & Bove CPAs, a full-service public accounting and tax preparation firm. In addition to his advisory work, he provides tax and accounting consulting services. Guardian Life, through its Park Avenue® Wealth Management subsidiary, serves individuals, including high-net-worth clients, as well as 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 various 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
user avatar
firm logo

Michael Y

ChFC®, Series 63, Series 65

Hunt Valley, MD

Guardian Life

Michael Yanchoris is a financial advisor with Guardian Life in Hunt Valley, MD, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience and has been with Guardian Life and its affiliated entities for 15 years. Outside of his role at Guardian, he is involved in a separate insurance-related business. Guardian Life’s Park Avenue Wealth Management provides 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 offers a range of financial planning, consulting, and proprietary 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
user avatar
firm logo

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 and Series 63 and 65 licenses, with 39 years of industry experience. He has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2000. Outside of his advisory role, he volunteers as a financial planner for Holocaust Survivor Services through Jewish Family & Children Services of Atlanta and is active in local sailing organizations, serving as Vice Commodore of the Barefoot Sailing Club and participating on the audit committee for America’s Boating Club in Atlanta. 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 a combination of advisor-led discretionary management and model-based strategies, along with financial planning, ongoing consulting, 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
user avatar
firm logo

Stephen E

Series 63

Sherrodsville, OH

Guardian Life

Stephen Ericksen is a financial advisor at Guardian Life with seven years of industry experience. He holds a Series 63 designation and has worked at firms including Park Avenue Securities and Northwestern Mutual. Outside of his advisory role, he serves as power of attorney for a family member. Guardian Life’s subsidiary, Park Avenue Securities, 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 tailored to client needs, integrating 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
user avatar
firm logo

Curtis S

Series 66

Williamsport, PA

Guardian Life

Curtis Sauers is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. Prior to his financial services career, he worked in retail and education and has been involved with Tony’s Delicatessen and Fresh Meats. Curtis is affiliated with Park Avenue Securities LLC, which offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofits. The firm provides a range of financial planning and investment management solutions, combining discretionary and model-based strategies supported by multiple 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
user avatar
firm logo

Louis M

Series 63, Series 65

Houston, TX

Guardian Life

Louis Mayor is a financial advisor at Guardian Life with six years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Northwestern Mutual and Park Avenue Securities. Park Avenue Securities LLC, a 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 a range of financial planning and investment management solutions, including advisor-led discretionary management, model-based strategies, and digital advisory services.

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
user avatar
firm logo

Douglas N

Series 66

Las Vegas, NV

Guardian Life

Douglas Newton is a financial advisor with Guardian Life and holds the Series 66 designation. He has one year of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2025. Outside of finance, he is the managing member of King Penguin Media, a production company serving the entertainment industry. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate clients, and charitable organizations. The firm offers advisor-led discretionary management combined with 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
user avatar
firm logo

Mark S

Series 66

Brentwood, TN

Guardian Life

Mark Schmidt is a financial advisor with Guardian Life in Brentwood, TN, holding a Series 66 designation and six years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, Peachtree Planning of Tennessee, Edward Jones, and Carmax. 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 provides tailored financial planning and consulting, combining advisor-led discretionary management with model-based strategies 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
user avatar
firm logo

Steven R

Series 63, Series 65

Southfield, MI

Guardian Life

Steven Romanowski is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with Guardian Life and its affiliated entities since 2011. Outside of advisory work, he is involved in brokerage services for life and disability insurance through MassMutual. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, retirement plan sponsors, charitable organizations, and businesses with brokerage and investment advisory services. The firm offers a blend of advisor-led discretionary management and model-based strategies, along with financial planning and consulting, 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
user avatar
firm logo

William V

Series 63, Series 65

Charlotte, NC

Guardian Life

William Von Husen III is a financial advisor with Guardian Life in Charlotte, NC, holding Series 63 and Series 65 licenses and 26 years of industry experience. His career includes 15 years at CETERA Financial Specialists LLC and multiple roles at Guardian Life and Park Avenue Securities since 2020. Outside of his advisory work, he is involved with Doxa Retirement Services, LLC in a non-investment capacity. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and nonprofits. 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.

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
user avatar
firm logo

Austin E

ChFC®, Series 63, Series 65

Atlanta, GA

Guardian Life

Austin Ehlinger is a financial advisor with Guardian Life and Park Avenue Securities in Atlanta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 10 years of industry experience and has been associated with Guardian Life and Park Avenue Securities since 2014 and 2015, respectively. Outside of his advisory role, he serves as an executor of his parent's estate and occasionally offers insurance products beyond those provided by Guardian to meet client needs. 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, supporting client relationships through tailored financial planning, consulting, and access to proprietary and third-party investment programs.

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
user avatar
firm logo

Alex B

Series 66

Needham, MA

Guardian Life

Alex Burns is a financial advisor at Guardian Life with a Series 66 designation and three years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2023. Outside of his advisory role, he serves as a broker for Justworks, providing workforce administration services. Park Avenue Securities LLC, 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 provides tailored financial planning and investment management solutions using both advisor-led discretionary strategies and model-based programs, supported by proprietary platforms and third-party providers.

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
user avatar
firm logo

Gerard F

Series 63, Series 65

Needham, MA

Guardian Life

Gerard Frawley is a financial advisor with Guardian Life in Needham, MA, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. He has worked at Guardian Life and its related entity since 2008. In addition to his advisory role, he is involved in selling long-term care, life insurance, disability insurance, and fixed annuities. 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 a combination of advisor-led discretionary management and model-based strategies, along with financial planning, consulting, 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
user avatar
firm logo

John L

Series 63, Series 65

Tallahassee, FL

Guardian Life

John Lentz VII is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and 38 years of industry experience. He has been with Guardian Life since 2013 and Park Avenue Securities since 2019. Outside of his advisory practice, he serves on the board of Can Monkey, a nonprofit organization. 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 a combination of advisor-led discretionary management and model-based strategies, with access to proprietary and third-party platforms, alongside 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
user avatar
firm logo

Hubert C

Series 63

Augusta, GA

Guardian Life

Hubert Cooke III is a financial advisor with Guardian Life, holding a Series 63 designation and 44 years of industry experience. He has worked at Peachtree Planning Corporation, Park Avenue Securities, and Guardian Life Insurance Company since 2001. 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 comprehensive financial planning, discretionary management, and access to proprietary and third-party 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
user avatar
firm logo

James M

Series 63, Series 65

Woodcliff Lake, NJ

Guardian Life

James Moore is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Guardian Life in various capacities since 2015 and serves as a trustee for the Hillsborough Jr Raiders Sports nonprofit as well as a board member for the Somerset County 200 Club. Park Avenue Securities LLC, 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, consulting, and model-based investment management solutions tailored by advisors to meet 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
Warmer team member

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.

Find your advisor

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”)