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Michael H

Series 63, Series 65

Encino, CA

Guardian Life

Michael Hess is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 21 years of industry experience, including multiple roles at Guardian Life and Park Avenue Securities. Outside of his advisory work, he serves as a consultant for his wife’s entertainment business, King's Daughter Inc., assisting with career decisions and creative development. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofits. The firm provides tailored financial planning and management solutions using both advisor-led and model-based strategies, with access to proprietary programs and alternative investment 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 C

Series 63

Cincinnati, OH

Guardian Life

Thomas Cunningham is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 22 years of industry experience. His work history includes over two decades at both Guardian Life Insurance and Park Avenue Securities. Outside of advising, he is involved with Steelit, LLC in a non-investment capacity. 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 mix of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments 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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Stephen N

CFP®, Series 66

Hunt Valley, MD

Guardian Life

Stephen Norris Jr. is a CFP® professional with 15 years of experience, currently serving at Guardian Life and Park Avenue Securities. He has held positions at both firms since 2011. Norris also serves on the Board of Directors for the Towson Chamber of Commerce. Park Avenue Securities LLC, a subsidiary of The 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 investment management solutions through a combination of advisor-led discretionary management and model-based strategies.

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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Elaine B

Series 66

Charlotte, NC

Guardian Life

Elaine Bennett is a financial advisor with Guardian Life and holds a Series 66 designation. She has 25 years of industry experience, having worked with Park Avenue Securities and The Guardian Life Insurance Company of America since 2000. Park Avenue Securities, a subsidiary of Guardian Life, 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 programs with third-party platforms 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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Jeffery S

CFP®, Series 66

Charlotte, NC

Guardian Life

Jeffery Smith is a CFP® certificant with 10 years of industry experience, currently serving as a financial advisor at Guardian Life and Park Avenue Securities. His tenure at these firms spans multiple roles since 2016. Outside of his advisory work, he serves as president of the Rotary Club of Troutman. Park Avenue Securities LLC, a subsidiary of The 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 combination of advisor-led discretionary management and model-based strategies, supported by 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
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Marc B

Series 63, Series 65

Cheyenne, WY

Guardian Life

Marc Bregman is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has 26 years of industry experience, including prior roles at NYL Securities and Park Avenue Securities. Outside of his advisory work, he serves on the board of the Lodi Police Foundation and Lodi Crime Stoppers. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, 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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Michael M

Series 66

Atlanta, GA

Guardian Life

Michael Miller is a financial advisor with Guardian Life and holds a Series 66 designation. He has 10 years of industry experience and has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2014. Outside of advising, he assists with marketing for his family’s company, MollyTommy, and works as a freelance writer for Successful Farming Publication. 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 tailored financial planning and investment management through advisor-led discretionary and model-based strategies, combining proprietary programs with 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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George R

Series 63, Series 65

Pittsburgh, PA

Guardian Life

George Rovee is a financial advisor with Guardian Life and Park Avenue Securities holding Series 63 and Series 65 credentials. He has 29 years of industry experience, including previous roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of advising, he is an author of a finance-related book and provides weekly business coaching for insurance agents. Park Avenue Securities, a subsidiary of Guardian Life, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of advisory and brokerage services with a combination of 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
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Ernest D

CFP®, Series 63

Minnetonka, MN

Guardian Life

Ernest Draper is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is currently with Guardian Life and affiliated with Park Avenue Securities, where he has worked since 2011. Draper also engages in outside insurance sales involving non-Guardian life and disability policies. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers tailored financial planning, discretionary and non-discretionary management, 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
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Jose A

Series 63, Series 65

Las Vegas, NV

Guardian Life

Jose Abreu is a financial advisor at Guardian Life with 17 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Park Avenue Securities, Primerica Advisors, and Mass Mutual Investors Services. Outside of financial advising, he is also a licensed real estate salesperson involved with EXP Realty in Las Vegas. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and investment solutions, combining advisor-led 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
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Maggie Y

Series 63, Series 66

Davenport, FL

Guardian Life

Maggie Yi is a financial advisor at Guardian Life with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with firms including JPMorgan Chase and Park Avenue Securities. Yi is based in Davenport, FL. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, businesses, and charitable 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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Barry C

ChFC®, Series 63

Rye Brook, NY

Guardian Life

Barry Carron is a financial advisor with Guardian Life and holds the ChFC® and Series 63 credentials. He has 28 years of industry experience and has worked with both Guardian Life and Park Avenue Securities in various roles since 1983. Barry also brokers insurance and annuity sales through The Carron Group, a business he has operated since 1976, and markets credit card processing services to retailers in a sales capacity. Park Avenue Securities LLC, where Barry is affiliated, 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 tailored client relationships through a suite of proprietary 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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Sebastian B

Series 66

San Diego, CA

Guardian Life

Sebastian Bolic is a Series 66-credentialed financial advisor with three years of experience, currently associated with Guardian Life and Park Avenue Securities. He has previously worked in roles spanning insurance and securities, and serves on the Board of Directors for the Temecula Mountain Lions Rugby Club. Additionally, he engages in independent contracting and networking group activities outside of his advisory work. Park Avenue Securities LLC, part 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 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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Levi M

Series 66

Ottumwa, IA

Guardian Life

Levi Morrissey is a financial advisor with Guardian Life, holding a Series 66 designation and three years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company, and he is also the owner of Morrissey Management & Construction, LLC, a construction and management business outside the investment field. Morrissey is involved with Northgate Alliance Church in Ottumwa, IA. Guardian Life, through its subsidiary Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers a blend of discretionary management and model-based strategies, leveraging proprietary programs and third-party platforms to serve a diverse client base including high-net-worth individuals and retirement plan sponsors.

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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Benjamin D

Series 63, Series 66

Mt Pleasant, SC

Guardian Life

Benjamin Decker is a financial advisor with Guardian Life in Mt Pleasant, SC, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has been with Guardian Life since 2013. Outside of advising, he performs as a musician providing entertainment for corporate and private events and is involved in apparel design and sales. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm blends advisor-led discretionary management with model-based strategies, providing customized 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
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Shane W

Series 66

Pittsburgh, PA

Guardian Life

Shane Witt is a financial advisor with Guardian Life and holds the Series 66 designation. He has six years of industry experience, including roles at Park Avenue Securities and Guardian Life since 2019. Outside of his advisory work, he operates TURTLESUFERS LLC, a business selling stickers through Amazon fulfillment. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and 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 access to proprietary and third-party investment solutions, along with integrated lending options and insurance products through its affiliation 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 B

Series 63, Series 65

Lynwood, WA

Guardian Life

Ryan Burklo is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, with a work history spanning roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory duties, he co-hosts two podcasts, "Beer and Money" and "Holistic Finance," and serves as a junior varsity basketball coach. 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 combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and 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
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Kayla P

Series 63, Series 65

Johnstown, PA

Guardian Life

Kayla Puchko Stephenson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. She worked at The O.N. Equity Sales Company and Ohio National Financial Services from 2009 to 2021 before joining her current firms in 2021. She also operates Puchko Financial Associates, Inc., a related investment business. Park Avenue Securities, 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 combines advisor-led management with model-based strategies and offers a range of financial planning and consulting services tailored to clients’ 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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Jeff A

Series 63, Series 65

Fort Worth, TX

Guardian Life

Jeff Abodeely is a financial advisor at Guardian Life with 23 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Bank of America, Merrill, Aegis Capital Corp, and Park Avenue Securities. Outside of advisory work, he is involved in swimming pool sales and owns a merchandise business selling apparel. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and 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
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Courtney C

Series 66

Houston, TX

Guardian Life

Courtney Crenshaw is a financial advisor at Guardian Life with 15 years of industry experience. She holds a Series 66 designation and previously worked at New York Life for 11 years. Outside of her advisory role, she is the sole member of an LLC focused on outside insurance brokerage and owns another LLC that organizes paid public speaking events unrelated to investments. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses through brokerage and investment advisory services. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with a range of financial planning, consulting, and educational 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
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