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Timothy H
Series 63, Series 65
Mobile, AL
Guardian Life
Timothy Heath is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has been with Park Avenue Securities since 2013. Outside of his advisory role, he is involved with Heath Holdings LLC, a business focused on buying and selling residential properties. 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 client relationships through a combination of advisor-led discretionary management and model-based strategies, alongside access to proprietary programs and third-party advisory solutions.
Jessica S
Series 66
New York, NY
Guardian Life
Jessica Sadacca is a financial advisor at Guardian Life and Park Avenue Securities with two years of industry experience. She holds a Series 66 designation and previously worked at Discovery Communications for 19 years, followed by roles at Tv Squared/Innovid and Jased LLC. Outside of advisory work, she owns a real estate business, JASED LLC. Park Avenue Securities, a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, corporations, retirement plan sponsors, and nonprofit organizations, combining advisor-led discretionary management with model-based strategies and digital solutions tailored to client needs.
Dianne R
Series 66
New York, NY
Guardian Life
Dianne Ramos is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 19 years of industry experience. Her career includes roles at Morgan Stanley and Citigroup Global Markets. 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 a range of advisory solutions including advisor-led discretionary management, model-based strategies, and a digital advisory platform.
Jan T
CFP®, Series 63, Series 65
Honolulu, HI
Guardian Life
Jan Tribler is a CFP®-certified financial advisor with 19 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His career includes tenure at Cambridge Investment Research and Guardian Life Insurance Company of America. Outside of his advisory work, Tribler is involved in a Medicare business focused on senior health plans. 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 integrates advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services, including access to proprietary and third-party advisory solutions.
Menachem H
Series 63
Brooklyn, NY
Guardian Life
Menachem Hartman is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 22 years of industry experience. He has worked at both firms since 2004. Outside of his advisory role, he engages in public speaking and motivation, accepting invitations to inspire audiences at various organizational events. Park Avenue Securities, a subsidiary of 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 and third-party platforms, along with financial planning, consulting, and access to insurance products and alternative investments.
Ronald G
Series 66
Pittsburgh, PA
Guardian Life
Ronald Gestiehr is a financial advisor with Guardian Life in Pittsburgh, PA, holding a Series 66 designation and 15 years of industry experience. He has been affiliated with Park Avenue Securities and Guardian Life Insurance Company since 2010. Outside of advisory work, he is involved in operating JEG Outfitters, LLC, a non-investment-related business. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management, model-based strategies, and a digital advisory platform, with access to insurance products and alternative investments through its connection with Guardian Life.
Jesse C
Series 63, Series 65
Sacramento, CA
Guardian Life
Jesse Corriea is a financial advisor at Guardian Life with eight years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked with Northwestern Mutual and Park Avenue Securities. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, providing clients with tailored financial planning, consulting, and access to proprietary and third-party investment solutions.
Olivier S
Series 66
King of Prussia, PA
Guardian Life
Olivier Sureau is a Series 66 credentialed financial advisor with Guardian Life and Park Avenue Securities, bringing eight years of industry experience and two years with his current firms. His prior experience includes eight years at Fiducial Jade Inc. Outside of his advisory role, he is involved in multiple business activities, including leadership positions in companies across Miami and international markets. 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 a range of financial planning and consulting services supported by proprietary programs and third-party platforms, combining advisor-led discretionary management with model-based strategies.
Lisa H
ChFC®, Series 63, Series 65
Charlotte, NC
Guardian Life
Lisa Hund is a financial advisor with Guardian Life and holds the ChFC®, Series 63, and Series 65 designations. She has 16 years of industry experience, with a career spanning multiple roles at both Guardian Life Insurance Company and Park Avenue Securities. Outside of her advisory work, she serves on the Winthrop University Executive Alumni Board and the board of the Carolina Wind Orchestra, and she actively participates in community service through the Rock Hill Elks Lodge. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, charitable organizations, and businesses. The firm provides a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms, tailoring client relationships to individual needs.
Laurence B
CFP®, ChFC®, Series 66
Fort Worth, TX
Guardian Life
Laurence Bransgrove is a CFP® and ChFC® with 12 years of industry experience, currently serving at Guardian Life and Park Avenue Securities. He has worked with these firms since 2013 and has experience negotiating contracts and managing business strategies through Bransgrove Brothers LLC. 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 a combination of advisor-led discretionary management and model-based strategies, with access to proprietary wrap programs, third-party advisory solutions, and insurance products through its connection with Guardian Life.
Jamie L
CFP®, Series 63, Series 65
West Des Moines, IA
Guardian Life
Jamie Langbein is a CFP® professional with nine years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. Jamie has worked with these firms since 2019 and previously held roles at Iron Horse Wealth Management and Legacy Financial Group. Outside of advisory work, Jamie serves as an independent contractor representing Kemper Health’s home health care product. 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 delivers a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions, supported by proprietary platforms and select third-party providers.
Earl S
Series 66
Brentwood, TN
Guardian Life
Earl Schreiber is a Series 66 credentialed advisor with Guardian Life, bringing four years of industry experience. He has held positions at Guardian Life Insurance Company and Park Avenue Securities since 2021. Outside of his advisory role, Schreiber owns and manages Foundation Bookkeeping LLC, a bookkeeping and payroll service firm. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, businesses, and organizations. The firm offers a combination of advisor-led management and model-based strategies, along with access to insurance products and alternative investments.
Pamela W
Series 66
Boerne, TX
Guardian Life
Pamela Wise is a Series 66-credentialed financial advisor with 18 years of industry experience. She is currently with Guardian Life and has prior experience at Park Avenue Securities, Farmers Financial Solution, and Ameriprise. Outside of finance, she owns a baked goods and pre-made meals business called Pam's Saucy Spoon. Guardian Life, through its wholly owned subsidiary Park Avenue Wealth Management, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships with access to proprietary wrap programs, model-based strategies, and integrated lending options.
Todd R
Series 66
Huntsville, AL
Guardian Life
Todd Ray is a Series 66–licensed financial advisor with Guardian Life in Huntsville, Alabama, and has two years of industry experience. He previously worked at Park Avenue Securities and has a background that includes long-term involvement with First Baptist Church Brewton. Outside of his advisory role, he serves as an executor for a will and holds power of attorney for his spouse. Guardian Life’s subsidiary Park Avenue Wealth Management offers brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm delivers tailored financial planning and investment solutions through a combination of advisor-led discretionary management and model-based strategies supported by proprietary and third-party platforms.
Richard R
Series 63, Series 65
Houston, TX
Guardian Life
Richard Ray is a financial advisor at Guardian Life with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities and Guardian Life in various roles since 2001. Outside of his advisory activities, he participates in a competitive BBQ cook team and provides life coaching focused on addiction recovery. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm combines discretionary management and model-based strategies across proprietary and third-party platforms, providing tailored financial planning and consulting solutions.
Aaron P
Series 66
Palmyra, NY
Guardian Life
Aaron Pulinski is a financial advisor at Guardian Life and Park Avenue Securities with a Series 66 credential. He has one year of industry experience, with prior roles at Evolution Marketing and broadcasting firms including 13 WHAM and Spectrum. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plans, charities, and businesses. The firm combines advisor-led discretionary management with model-based strategies, providing tailored client relationships supported by proprietary and third-party platforms.
Jason K
Series 63, Series 65
Los Angeles, CA
Guardian Life
Jason Koo is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. His prior experience includes roles at Eagle Strategies and New York Life Insurance Company. He serves on the Board of Advisors for WonderSeed, a nonprofit organization. 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 financial planning, consulting, and access to proprietary and third-party advisory solutions, combining advisor-led discretionary management with model-based strategies and digital advisory platforms.
Kathryn H
Series 63, Series 66
Charlotte, NC
Guardian Life
Kathryn Hughes is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and with seven years of industry experience. She has worked at Park Avenue Securities since 2018 and Guardian Life Insurance Company since 2019. Outside of her advisory role, Kathryn serves as a Certified Divorce Financial Analyst and consults through Smart Divorce Decisions, LLC, assisting clients and professionals with financial planning related to divorce. Park Avenue Securities, 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 advisor-led discretionary management alongside model-based strategies, and combines access to proprietary programs with third-party advisory solutions.
Ryan C
Series 66
Greenland, NH
Guardian Life
Ryan Coburn is a financial advisor at Guardian Life with a Series 66 designation and four years of industry experience. He has worked at both Guardian Life Insurance and Park Avenue Securities since 2022. Outside of his advisory role, he serves on the board of directors for the Children's Museum of New Hampshire and hosts a personal podcast available on Spotify and Apple. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporations, 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 across proprietary and third-party platforms.
Kenneth D
ChFC®, Series 63
Needham, MA
Guardian Life
Kenneth Davis is a financial advisor with Guardian Life in Needham, MA, holding the ChFC® and Series 63 designations and bringing 45 years of industry experience. He has been with Guardian Life and its affiliated entities since 1977. Outside of his advisory role, he serves as treasurer of a family foundation that funds music and Sarasota, FL area activities and is involved with local community organizations including the Wharton Club of Boston and Temple Beth Shalom Brotherhood. Guardian Life’s 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 tailored client relationships through advisor-led discretionary management and model-based strategies, combining proprietary programs, third-party platforms, and digital advisory solutions.
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