Brad Kreiner is a CFP® professional with 46 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. He has held roles at Guardian Life Insurance Company and Sigma Planning Corporation, among others. Kreiner also serves as an adjunct professor teaching CFP courses at Oakland University. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm utilizes a combination of proprietary and third-party investment strategies across multiple platforms and account types.

Leigh Mccloskey is a Series 66 licensed advisor with 11 years of industry experience, currently affiliated with Primerica Advisors. He has worked at Park Avenue Securities since 2014 and has been associated with Guardian since 2013. Mccloskey serves as a board member for the Needham Community Council. 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, employing a mix of proprietary and third-party investment strategies across various account types.

Matthew Shipman is a financial advisor with Primerica Advisors based in Portland, OR, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance since 2013. He is involved as a part owner in several business ventures, including a 50% interest in RealEquity, LLC, and a 5% ownership stake in APN (Advanced Practice Network) DBA Fiscalyze. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and retirement planning. The firm employs a mix of model portfolios and third-party managers, supporting discretionary and non-discretionary accounts with a range of investment options and lending solutions.

Matt Miller is a financial advisor with Primerica Advisors based in New York, NY. He holds a Series 66 designation and has prior work experience at Billfold and Yelp. Primerica Advisors serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and business consulting. The firm employs various investment strategies through proprietary and third-party model portfolios and supports a range of account services including lending solutions and donor-advised funds.

David Umbenhaur is a financial advisor with Guardian Life and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 30 years of industry experience and has spent his career with Guardian Life and its affiliate Park Avenue Securities. Outside of his advisory role, he volunteers as a sound technician for his church. 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 a range of brokerage and advisory services, including proprietary and third-party investment programs, with tailored solutions for various client needs.

Adam Kaufman is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and possessing 42 years of industry experience. He has been with Guardian Life and its affiliates since 2010. In addition to his advisory work, Kaufman serves as co-treasurer on the board of the Crystal Brook Park Association. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, retirement consulting, and advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Anthony Domino Jr. is a ChFC®-designated financial advisor with Primerica Advisors, based in Rye Brook, NY, and has 41 years of industry experience. He has worked with Primerica Advisors since 1999 and has been associated with The Guardian Life Insurance Company of America since 1985. Domino serves as a board member of The American College and is involved in marketing genomic cancer profiling through Wamberg Genomic Advisors. Primerica Advisors operates under Park Avenue Securities LLC, serving a wide range of clients including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various platforms and account types.

Paul Goldstein is a financial advisor with Primerica Advisors and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He has worked with Primerica Advisors and Guardian Life Insurance Company since 2016 and joined Park Avenue Securities in 2024. Outside of his advisory role, he helps organize a charity golf tournament benefiting a local Clemson nonprofit, Helen's Hugs. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services including lending solutions and donor-advised funds.

Michael Werthmuller is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has experience working at Park Avenue Securities and Guardian Life Insurance Company since 2025, and previously worked at C&A Financial Group and Arbor Terrace. Outside of his financial career, he performs as a paid pianist at an assisted living facility. 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 brokerage and advisory services with a range of investment strategies implemented through proprietary model portfolios, third-party managers, and a digital advice platform.

Joseph Roddy is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. He has worked at Park Avenue Securities since 2023 and is also affiliated with Guardian Life Insurance Company. Outside of his advisory role, he has been involved with the University of Miami since 2021 and previously worked at Gilmour Academy. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser wholly owned by The Guardian Life Insurance Company of America. The firm serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

Donald Faughnan is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 48 years of industry experience. He has been with Guardian Life since 1997 and Park Avenue Securities since 2022. Outside of his advisory role, he provides strategic management consulting, engaging with executives and business owners on various broad-based topics. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals—including high-net-worth clients—as well as pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs combining proprietary and third-party strategies.

Casey Eden is a CFP® with 29 years of industry experience, currently affiliated with Primerica Advisors in Oklahoma City, OK. He has worked with Guardian Life and Park Avenue Securities since 2005. Eden serves on the Oklahoma Insurance Department Continuing Education Committee, which reviews continuing education programs for the state. 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 both brokerage and advisory services, financial planning, and retirement-plan consulting, implementing investment strategies through proprietary models, third-party managers, and digital advice platforms.

Christopher Chow is a financial advisor with Primerica Advisors in Honolulu, Hawaii, holding a Series 66 designation and seven years of industry experience. He has been with Primerica Advisors since 2015 and also maintains a role with Guardian Life Insurance Company since 2014. Outside of his advisory work, he serves as an officer of Roar Brothers LLC. Primerica Advisors 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, and supports various account-level solutions such as lending and donor-advised funds.

Thomas Freeman Jr. is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 17 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, Freeman is an independent business coach, a published author and speaker on his life story related to adoption, and serves on the advisory board for Foster Kinship. Park Avenue Securities LLC serves a broad retail client base through brokerage and advisory services, offering a range of investment strategies including proprietary and third-party model portfolios, as well as financial and business consulting solutions.

Justin Hurley is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has one year of industry experience, including roles at Guardian Life Insurance and Park Avenue Securities. Outside of advising, he operates Hurley Tax Preparation Services, which provides tax preparation for individuals and small businesses. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, financial planning, and retirement and business consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, and digital platforms, supporting both discretionary and non-discretionary account management.

Joseph Maukonen is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 10 years of industry experience, including roles at Edward Jones, Scottrade Inc., Guardian Life Insurance Company, and Park Avenue Securities. Outside of his advisory work, he serves as an executor for his parents' estate. Park Avenue Securities LLC serves a broad retail client base with a range of brokerage and advisory services, including proprietary model portfolios and third-party investment platforms. The firm manages approximately $15 billion in regulatory assets and offers both discretionary and non-discretionary account management options.

Jeffrey Slevin is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He has been with Guardian Life and its affiliated companies since 1985. Outside of his advisory role, he serves as the treasurer for the Red Creek Association. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, and retirement consulting to individuals, pension plans, charitable organizations, and corporate clients. The firm offers investment advisory programs featuring discretionary and non-discretionary options, including a hybrid digital solution, and benefits from its insurer ownership structure.

Neal Patel is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of experience as an advisor, currently with Park Avenue Securities since 2026. Prior to his advisory role, he worked in legal services at Egenberg Trial Lawyers and in operations with the New Orleans Pelicans and New Orleans Saints. Park Avenue Securities LLC operates as Park Avenue® Wealth Management, a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of financial planning and investment advisory services.

Hayden Jenkins is a financial advisor at Guardian Life with five years of industry experience. He holds the Series 65 and Series 63 licenses and has worked with firms including National Financial Services LLC, Fidelity Investments, and Park Avenue Securities. Jenkins is based in Colorado Springs, CO. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a variety of brokerage and advisory services.

Bruce Hyman is a financial advisor with Primerica Advisors and Park Avenue Securities LLC, holding a Series 63 designation and bringing 32 years of industry experience. His prior work includes roles at Guardian Life Insurance and Guardian Life Insurance Co of America. He has an inactive business entity, Life Designs Agency Inc., with no current activity. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios, supporting discretionary and non-discretionary accounts with various investment options.