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Robert F

Series 66

Needham, MA

Guardian Life

Robert Furlong is a financial advisor with Guardian Life and holds a Series 66 designation. He has 12 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2011. Outside of his advisory role, he is involved with ProVisors, a professional community for trusted advisors, and serves as executor of an estate. Park Avenue Securities, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides advisor-led discretionary management combined with model-based strategies and access to proprietary and third-party platforms, including a digital advisory solution.

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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Jeremy C

Series 63, Series 66

Greenwood Village, CO

Guardian Life

Jeremy Clark is a financial advisor at Guardian Life with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Guardian Life and its affiliates since 2008. Clark also engages in insurance activities outside of Guardian and serves as owner of Lucet Advisors LLC. He works with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, which provides 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, model-based strategies, and digital advisory 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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Neal B

Series 66

Raleigh, NC

Guardian Life

Neal Brincefield is a financial advisor at Guardian Life with 19 years of industry experience. He holds a Series 66 designation and has been with Guardian Life since 2015. In addition to his advisory role, he serves as a special consultant leading efforts related to The Living Balance Sheet through Alternate Strategy Consulting LLC. Guardian Life’s Park Avenue® Wealth Management offers brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party solutions, 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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Christopher C

Series 63, Series 65

Pawleys Island, SC

Guardian Life

Christopher Cramer is a financial advisor at Guardian Life with four years of industry experience. He holds Series 63 and Series 65 designations. His prior work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, Allstate Insurance Company, and entrepreneurial ventures such as Cramer Pest Control and Cramer Real Estate, where he is a licensed real estate agent. Guardian Life, through its 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 range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital 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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Jared B

Series 63, Series 65

Las Vegas, NV

Guardian Life

Jared Burgess is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and having one year of industry experience. Prior to his advisory career, he served in the United States Navy for 20 years. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers a variety of financial planning and consulting services alongside discretionary and model-based investment management, employing multiple platforms and tools to tailor client 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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William B

ChFC®, Series 63, Series 65

Pinetop, AZ

Guardian Life

William Berger is a financial advisor with Guardian Life, holding the ChFC® designation and Series 63 and 65 licenses. He has 44 years of industry experience, including over 30 years with Guardian Life and its affiliates. Berger is also involved with W. Craig Berger Financial Services, Ltd., which sells insurance products outside of Guardian. He works with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which offers brokerage and advisory services to individuals, retirement plan sponsors, 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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Christian H

Series 66

Plano, TX

Guardian Life

Christian Hudnall is a financial advisor with Guardian Life and holds a Series 66 designation. He has nine years of industry experience and previously worked at J.P. Morgan Securities LLC and Merrill Lynch. Hudnall serves as an officer of the Dallas A&M Club and holds board and treasurer positions with the Coppell Chamber of Commerce. 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 advisor-led discretionary management combined with model-based strategies and provides 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
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Benjamin V

Series 65

Knoxville, TN

Guardian Life

Benjamin Vander Wal is a financial advisor with Guardian Life in Knoxville, TN, holding a Series 65 designation. He began his advisory career in 2026 with Park Avenue Securities and Peachtree Planning and previously spent ten years in full-time education. 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 offers a combination of advisor-led discretionary management and model-based strategies, along 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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Jeffrey W

CFA®, Series 63, Series 66

Rye Brook, NY

Guardian Life

Jeffrey Wertheim is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Guardian Life. He has been associated with Park Avenue Securities and Guardian Life since 2015. In addition to his advisory role, he is an independent agent selling insurance-based products not offered through Guardian. 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 combination of advisor-led discretionary management and model-based strategies through 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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Rick B

Series 63, Series 65

Charlotte, NC

Guardian Life

Rick Burger is a financial advisor with Guardian Life and Park Avenue Securities in Charlotte, NC, holding Series 63 and Series 65 credentials and possessing 14 years of industry experience. His career includes roles at Eagle Strategies and over a decade with Park Avenue Securities and Guardian Life. Outside of advisory work, he acts as a successor executor for friends, managing related investment matters. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, retirement plans, 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 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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Sean N

Series 66

Miramar Beach, FL

Guardian Life

Sean Neal is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience and previously worked at Park Avenue Securities, New Carbons Golden Malted, Sears, and operated Sean's Tree Farm. Neal serves as vice president of Birdies and Doubles, assisting with event day logistics. 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 provides a range of advisory solutions including advisor-led discretionary management, model-based strategies, and a digital advisory platform.

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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Natalie N

Series 63, Series 65

Pittsburgh, PA

Guardian Life

Natalie Nemeth is a financial advisor at Guardian Life with Series 63 and Series 65 credentials and one year of industry experience. She previously worked at Probity Finance and Farmers Insurance. Natalie is based in Pittsburgh, PA. Guardian Life's Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals—including high-net-worth clients—corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of advisory services combining advisor-led discretionary management, model-based strategies, and digital solutions, with access to insurance and alternative investment 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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Peyton W

Series 66

Columbus, OH

Guardian Life

Peyton White is a financial advisor at Guardian Life with two years of industry experience. He holds a Series 66 designation and has worked with Park Avenue Securities and Guardian Life since 2023. Outside of finance, he is a professional golfer. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, businesses, and organizations. The firm provides tailored financial planning and investment solutions through 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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Tammie M

Series 63, Series 65

Greenwood Village, CO

Guardian Life

Tammie Myers Sharp is a financial advisor at Guardian Life with 19 years of industry experience. She holds Series 63 and Series 65 designations and has been with Guardian Life and its affiliates since 2008. Outside of her advisory role, she serves as an advisor and prayer leader on the board of directors for the Christian Women Business Organization, a networking group. Park Avenue Securities LLC, where she also works, 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 and digital 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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Rebecca A

Series 66

Ventura, CA

Guardian Life

Rebecca Albert is a financial advisor at Guardian Life with eight years of industry experience. She holds the Series 66 designation and previously worked at Wynn & Hall Financial Services for 15 years. Outside of advising, she is employed as an administrative assistant to the ACO at Pacific Advisors. Guardian Life’s affiliate, 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 access to proprietary and third-party advisory solutions, alongside a range of 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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Pat C

Series 63, Series 66

Portland, OR

Guardian Life

Pat Chuturbhuti is a financial advisor with Guardian Life, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Their work history includes roles at Park Avenue Investment Advisory, Guardian Life Insurance Company of America, and Park Avenue Securities. 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 combination of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms, along with 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
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Joshua C

CFP®, Series 63, Series 65

Atlanta, GA

Guardian Life

Joshua Cobb is a CFP® professional with 28 years of experience in the financial services industry. He has been with Guardian Life since 1999 and is based in Atlanta, GA. Outside of his advisory role, he is involved in managing an investment LLC and serves as a trustee of a family trust. He is affiliated with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which 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 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
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Joseph R

Series 63, Series 65

Paramus, NJ

Guardian Life

Joseph Rivara is a financial advisor with Guardian Life in Paramus, NJ, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Guardian Life since 1995, working there for over 31 years. Rivara is also involved in insurance sales beyond Guardian products. Guardian Life's subsidiary, Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, corporations, 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 proprietary and third-party advisory 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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Ernest H

Series 63, Series 66

Katy, TX

Guardian Life

Ernest Hammersley Jr. is a financial advisor with Guardian Life and holds the Series 63 and Series 66 designations. He has 28 years of industry experience, including a long tenure at Park Avenue Securities and Guardian Life. Outside of his advisory work, he competes in national BBQ cook-off competitions as part of the Guardians of BBQ team. 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 provides tailored client solutions through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party 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
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Peter N

Series 66

Murray, UT

Guardian Life

Peter Nelson is a Series 66-credentialed financial advisor with 10 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2016. Outside of his advisory work, Nelson serves as a trustee and executor for a family trust. Park Avenue Securities, 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, model-based strategies, and digital advisory 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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