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Jessica S

Series 66

New York, NY

Guardian Life

Jessica Sadacca is a financial advisor at Primerica Advisors with one year of industry experience. She holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory role, she is involved in a real estate business through JASED LLC. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services along with financial planning and retirement consulting. The firm employs a variety of investment strategies and proprietary programs, managing approximately $15 billion in regulatory assets under management.

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

Series 66

New York, NY

Guardian Life

Dianne Ramos is a financial advisor with Primerica Advisors, holding a Series 66 designation and 18 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2015. 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 brokerage and advisory services, financial planning, retirement-plan consulting, and business consulting, 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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Jan T

CFP®, Series 63, Series 65

Honolulu, HI

Guardian Life

Jan Tribler is a CFP® professional with 19 years of industry experience, currently affiliated with Primerica Advisors in Honolulu, HI. His career includes roles at Park Avenue Securities, Guardian Life Insurance, and Cambridge Investment Research. In addition to his advisory work, he is involved with Medical Plans Hawaii, a business offering Medicare advantage and supplement plans for seniors. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, employing various investment strategies through proprietary and third-party model portfolios, and offering financial planning, retirement-plan consulting, and business consulting.

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

Series 63

Brooklyn, NY

Guardian Life

Menachem Hartman is a financial advisor with Primerica Advisors based in Brooklyn, NY, holding a Series 63 designation and over 21 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2004. Outside of his advisory work, he engages in public speaking and motivational events for various organizations. Park Avenue Securities serves a diverse retail client base including individual and high-net-worth investors, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm utilizes a combination of proprietary and third-party investment strategies and provides 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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Ronald G

Series 66

Pittsburgh, PA

Guardian Life

Ronald Gestiehr is a financial advisor with Primerica Advisors, holding a Series 66 designation and 15 years of industry experience. He has been associated with Park Avenue Securities and Guardian Life Insurance Company since 2010. Outside of his advisory role, he is involved with JEG Outfitters, LLC, a non-investment-related business. Park Avenue Securities LLC serves a diverse retail client base, providing both brokerage and advisory services along with financial and retirement planning. The firm employs a range of investment strategies, including proprietary model portfolios and third-party managers, and offers various 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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Jesse C

Series 65, Series 63

Sacramento, CA

Guardian Life

Jesse Corriea is a financial advisor with Guardian Life and holds Series 65 and Series 63 licenses, bringing eight years of industry experience. He previously worked at Northwestern Mutual and has been with Guardian Life and its affiliate Park Avenue Securities since 2026. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with financial planning, brokerage services, and investment advisory programs.

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

Series 66

King of Prussia, PA

Guardian Life

Olivier Sureau is a Series 66-registered financial advisor with Guardian Life, based in King of Prussia, PA. He has a combined eight years of industry experience, including roles at Fiducial Jade Inc and Park Avenue Securities. Outside of his advisory work, he is involved in various business ventures primarily connected to international holdings and consulting. Park Avenue Securities LLC, part of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary advisory relationships, utilizing model portfolios and a hybrid digital advisory solution.

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

ChFC®, Series 63, Series 65

Charlotte, NC

Guardian Life

Lisa Hund is a financial advisor with Primerica Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. She has 16 years of industry experience and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory role, she serves on the Board of Trustees for the Rock Hill Elks Lodge 1318, co-chairs its Entertainment Committee, plays trumpet for her church and other congregations, and is a board member of the Carolina Wind Orchestra. 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 a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various asset classes and account types.

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

CFP®, ChFC®, Series 66

Fort Worth, TX

Guardian Life

Laurence Bransgrove is a financial advisor with Primerica Advisors, holding CFP® and ChFC® designations and over 12 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2013. Outside of his advisory role, he is involved with Bransgrove Brothers LLC, managing business strategies and accounting, and markets himself under the Wealth Advisory Group LLC name. Park Avenue Securities serves a wide retail client base, including individuals, high-net-worth investors, and organizations, offering brokerage and advisory services along with financial and business consulting. The firm utilizes proprietary and third-party investment strategies across various account types and supports 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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Jamie L

CFP®, Series 65, Series 63

West Des Moines, IA

Guardian Life

Jamie Langbein is a CFP® with nine years of industry experience, currently with Guardian Life and Park Avenue Securities in West Des Moines, IA. Jamie previously worked at Iron Horse Wealth Management and Legacy Financial Group. Outside of advisory work, Jamie serves as an independent contractor for Kemper Health, representing their home health care product. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and retirement consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships using model portfolios and digital advisory solutions.

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

Series 63, Series 66

New York, NY

Guardian Life

Matthew Flannery is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 31 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. He also operates an outside insurance business serving clients who may not fit within Guardian’s underwriting guidelines. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports both discretionary and non-discretionary account management.

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

Series 66

Brentwood, TN

Guardian Life

Earl Schreiber is a financial advisor with Primerica Advisors, holding a Series 66 designation and four years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities, and previously spent over a decade with White Lodging Services. Outside of his advisory role, he owns and manages Foundation Bookkeeping LLC, providing bookkeeping and payroll services. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes a range of investment strategies through proprietary models, third-party managers, and digital advice platforms to meet client needs.

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

Series 66

San Antonio, TX

Guardian Life

Pamela Wise is a financial advisor with Guardian Life and holds a Series 66 credential. She has 18 years of industry experience, including roles at Park Avenue Securities and Farmers Insurance. Outside of financial services, she owns Pam's Saucy Spoon, a business specializing in baked goods and pre-made meals. 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. The firm offers brokerage services, financial planning, retirement consulting, and investment advisory programs, utilizing both proprietary and third-party model portfolios.

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

Series 66

Huntsville, AL

Guardian Life

Todd Ray is a Series 66-licensed financial advisor with Primerica Advisors, based in Huntsville, AL, and has one year of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2024. Outside of his advisory role, he serves as an executor for an estate and holds power of attorney for his spouse. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting through a variety of 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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Richard R

Series 63, Series 65

Houston, TX

Guardian Life

Richard Ray is a financial advisor with Primerica Advisors based in Houston, TX, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company, where he has worked for over two decades. Outside of his advisory work, he participates in a competitive BBQ cook team and operates a vacation planning business. Park Avenue Securities LLC serves a broad retail client base, offering transaction-based brokerage and fee-based advisory services along with financial and retirement planning. The firm employs a variety of proprietary and third-party investment strategies and supports 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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Jason K

Series 63, Series 65

Los Angeles, CA

Guardian Life

Jason Koo is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, Eagle Strategies, and New York Life Insurance Company. Outside of his advisory role, he serves on the Board of Advisors for the nonprofit organization WonderSeed. 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 transaction-based brokerage and fee-based 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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Kathryn H

Series 66, Series 63

Charlotte, NC

Guardian Life

Kathryn Hughes is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 66 and Series 63 licenses. She has seven years of industry experience and has worked for Park Avenue Securities since 2018. In addition to her advisory role, she serves as a Certified Divorce Financial Analyst and operates Smart Divorce Decisions, LLC, providing consulting services related to asset distribution during divorce proceedings. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm provides a mix of proprietary and third-party investment advisory programs and supports both discretionary and non-discretionary relationships.

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

Series 66

Greenland, NH

Guardian Life

Ryan Coburn is a Series 66-credentialed advisor at Guardian Life with three years of industry experience. He has worked with Guardian Life Insurance and Park Avenue Securities since 2022, and from 2016 to 2022, he was employed at Spartan Race, Inc. He serves on the Board of Directors for the Children's Museum of New Hampshire and hosts a personal podcast on Spotify and Apple. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with Guardian Life. The firm provides brokerage, financial planning, retirement consulting, and investment advisory services to individuals, pension and profit-sharing 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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Kenneth D

ChFC®, Series 63

Needham, MA

Guardian Life

Kenneth Davis is a ChFC® credentialed financial advisor with 45 years of industry experience. He has been with Primerica Advisors since 1999 and has also worked with Guardian Life Insurance Company since 1977. Outside of his advisory role, he serves as treasurer of the Harold & Evelyn R. Davis Memorial Foundation, which funds activities related to music and the Sarasota, Florida area, and participates in community organizations including the Wharton Club of Boston and Temple Beth Shalom Brotherhood. Primerica Advisors is part of 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 services with a range of proprietary and third-party investment programs, combining model portfolios, alternative investments, and account-level lending solutions.

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

Series 63, Series 66

New York, NY

Guardian Life

Andrew Ciampichini is a financial advisor with Primerica Advisors based in New York, NY. He holds Series 63 and Series 66 licenses and has 10 years of industry experience. His prior work includes roles at Laidlaw and Company, Guardian Life Insurance, and Park Avenue Securities. Primerica Advisors serves a diverse retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm offers proprietary and third-party investment programs and supports various 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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