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Ryan F
Series 66
Irvine, CA
Guardian Life
Ryan Freeman is a financial advisor with Primerica Advisors holding a Series 66 designation and two years of industry experience. His work history includes roles at Guardian Life Insurance Company and Park Avenue Securities. He is also involved in outside insurance sales on a limited basis. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes proprietary model portfolios and third-party managers, offering both discretionary and non-discretionary account management options.
Leslie J
Series 66
Franklin, TN
Guardian Life
Leslie Janssen is a financial advisor with Primerica Advisors based in Franklin, TN, holding a Series 66 designation and four years of industry experience. Prior to joining Primerica, Leslie worked at Peachtree Planning Corporation and has been affiliated with Park Avenue Securities and Guardian Life Insurance Company since 2020. Outside of her advisory role, she is involved with Compass Executive Consulting and Compass Executive Group, both non-investment-related activities. 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, employing proprietary and third-party investment strategies across multiple program options.
Stephen S
CFP®, Series 66
Minnetonka, MN
Guardian Life
Stephen Shealy is a Certified Financial Planner® with 13 years of industry experience. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 2012. Outside of finance, he performs music periodically in various venues. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dual-registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage, financial planning, retirement consulting, and investment advisory services, utilizing both proprietary and third-party models.
Catherine D
Series 63, Series 66
Purchase, NY
Guardian Life
Catherine Demartino is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 designations and six years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2021. She serves as Vice President of the Rotary Club of Rye. 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 brokerage and advisory services, financial planning, and retirement-plan consulting, utilizing a range of proprietary and third-party investment strategies.
Jerry M
Series 65, Series 63
Cartersville, GA
Guardian Life
Jerry Milam Jr. is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. He has 19 years of industry experience, working with Park Avenue Securities since 2007 and Guardian Life Insurance Company of America since 2005. Milam serves as a Planning Commissioner for the City of Cartersville and is involved with the Exchange Club, a nonprofit organization focused on youth and child abuse prevention. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and advisory programs to individuals, pension plans, charitable organizations, and corporate clients.
Kelly K
Series 63, Series 65
Campbell, CA
Guardian Life
Kelly Kidwell is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. Kelly has worked at Park Avenue Securities and Guardian Life Insurance since 2006 and is also the co-founder and president of the Advanced Practice Network. Outside of financial advising, Kelly owns and operates a charter air services business and serves on the board of directors for the Field Arts and Events Hall. 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 with options for discretionary and non-discretionary account management.
Stephen D
ChFC®, Series 63
Annapolis, MD
Guardian Life
Stephen Derrick is a ChFC® credentialed financial advisor with Primerica Advisors in Annapolis, MD, where he has worked since 1999. He has 38 years of industry experience, including a long tenure with Guardian Life Insurance Company beginning in 1992. Outside of his advisory role, he serves as Vice President/President Elect of the South County Rotary Club with plans to become President in 2025. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers various proprietary and third-party investment programs and integrates a range of financial planning and consulting solutions.
Brandon C
Series 63, Series 66
Scottsdale, AZ
Guardian Life
Brandon Capps is a financial advisor at Guardian Life with over 21 years of industry experience. He holds Series 63 and Series 66 licenses and has been associated with Park Avenue Securities and Guardian Life Insurance for the past 10 years. Outside of his advisory role, he is involved with the Kansas Pharmacist Association, assisting with member recruitment and promoting association benefits. Park Avenue Securities, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, plans, charitable organizations, and corporate clients. The firm provides a range of brokerage and advisory services, including proprietary and third-party investment programs and tailored financial planning solutions.
Jonathon C
Series 66
Beachwood, OH
Guardian Life
Jonathon Chalk is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 26 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Ameriprise Financial Services. Outside of his advisory work, he is a commissioned Notary Public in the State of Ohio. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering a range of proprietary and third-party investment programs. The firm manages approximately $15 billion in regulatory assets under management and supports multiple account-level services such as lending solutions and donor-advised funds.
Austin G
Series 66
Las Vegas, NV
Guardian Life
Austin Guenthner is a Series 66-licensed financial advisor with Primerica Advisors in Las Vegas, NV, and has four years of industry experience. His work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, Northwestern Mutual, and GHP Management. Outside of his advisory duties, he has been involved with Cathedral Catholic High School and the University of Southern California for over a decade. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and business consulting. The firm utilizes a mix of proprietary model portfolios, third-party managers, and digital advice solutions to implement investment strategies.
Frank J
Series 63, Series 66
Downey, CA
Guardian Life
Frank Jimenez is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, Eagle Strategies, and New York Life. He previously operated Jimenez Financial Strategies and Insurance Solutions. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs, financial planning, and consulting solutions. The firm manages approximately $15 billion in regulatory assets under management and supports various investment strategies across discretionary and non-discretionary accounts.
Ryan G
Series 63, Series 65
Paramus, NJ
Guardian Life
Ryan Grealy is a financial advisor at Primerica Advisors with 13 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at Cohen & Steers Capital Management and Cohen & Steers Securities. His activities include involvement in insurance outside of Guardian Life. Primerica Advisors operates within the enterprise category, serving a broad retail client base with various brokerage and advisory services. The firm offers a range of proprietary and third-party investment programs along with financial planning and consulting solutions.
Michael F
Series 65, Series 63
San Diego, CA
Guardian Life
Michael Funaro is a financial advisor at Guardian Life with four years of industry experience. He holds Series 65 and Series 63 registrations and has worked at Guardian Life, Park Avenue Securities, and Northwestern Mutual. Outside of his advisory role, Funaro serves on several community organizations' boards, coordinates suicide prevention events, writes children’s books, and teaches golf lessons. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, charitable organizations, and corporate clients through a variety of brokerage, financial planning, and advisory services.
George S
Series 63, Series 65
Paramus, NJ
Guardian Life
George Siderias is a financial advisor at Guardian Life with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities and Guardian Life since 2011. Outside of his advisory role, he operates a personal development coaching business and is involved in managing a luxury car business and a nutrition supplements company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and a variety of advisory programs. The firm offers both discretionary and non-discretionary management using model portfolios and digital advisory solutions integrated with proprietary and third-party strategies.
Kameron V
Series 66
Greenwood Village, CO
Guardian Life
Kameron Varney is a financial advisor with Primerica Advisors based in Greenwood Village, CO, holding a Series 66 designation. Kameron has experience at Park Avenue Securities and Guardian Life Insurance Company since 2025. Prior to entering the financial services industry, Kameron worked in retail and veterinary clinic roles. 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 a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies with various account management options.
Damianos M
Series 66
Reston, VA
Guardian Life
Damianos Mylonas is a financial advisor with Primerica Advisors, holding a Series 66 designation and beginning his industry career in 2024. His prior experience includes roles at Guardian Life Insurance Company and Financial Growth Partners. Outside of finance, he has worked in customer service roles at a fitness center and as a restaurant server. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios, supporting various account types and lending solutions.
Rachel N
Series 66
Lake Oswego, OR
Guardian Life
Rachel Novak is a Series 66 licensed advisor with Primerica Advisors, based in Portland, OR, and has nine years of industry experience. She has worked at Guardian Life Insurance Company and Park Avenue Securities, where she has been active since 2012. Outside of her advisory role, she is involved with Liberty ID, a service assisting clients with identity theft protection. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary portfolios and third-party managers, supporting both discretionary and non-discretionary accounts.
Evaristo G
Series 66
Hunt Valley, MD
Guardian Life
Evaristo Gonzalez is a Series 66-licensed financial advisor with eight years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2017 and 2015 respectively. Outside of his advisory role, Gonzalez is an independent contractor providing outside disability insurance through Peterson International and Assurity. Park Avenue Securities LLC, operating 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. The firm offers a range of brokerage services, financial planning, retirement plan consulting, and investment advisory programs that include discretionary and non-discretionary options.
Jacob C
Series 66
San Diego, CA
Guardian Life
Jacob Campbell is a financial advisor with Guardian Life and holds the Series 66 designation. He has nine years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he owns Brewtiful Grind, a coffee shop franchise in Carlsbad, CA. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs, including digital advisory solutions and tailored services through its IARs.
Alyssa Z
Series 65, Series 63
San Francisco, CA
Guardian Life
Alyssa Zagrobski is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 12 years of industry experience. Her prior roles include positions at Ubiquity Retirement and RFS Partners. She is also involved in outside insurance sales. Park Avenue Securities LLC operates as both a broker-dealer and SEC-registered investment adviser under Guardian Life Insurance Company of America. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage, financial planning, retirement consulting, and a range of investment advisory programs.
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