Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Alyssa Z
Series 63, Series 65
San Francisco, CA
Guardian Life
Alyssa Zagrobski is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Her work history includes positions at Ubiquity Retirement and RFS Partners. She is also involved in outside insurance sales on a part-time basis. 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 solutions through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.
Brad K
CFP®, Series 63, Series 65
Southfield, MI
Guardian Life
Brad Kreiner is a CFP® with 47 years of industry experience and is currently associated with Guardian Life and Park Avenue Securities. His prior roles include positions at Sigma Planning Corporation, Sigma Financial Corporation, and Signator Investors, Inc. He is also an adjunct professor teaching CFP classes at Oakland University. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, high-net-worth clients, retirement plan sponsors, and charitable organizations. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, providing tailored client relationships and access to a range of proprietary and third-party investment solutions.
Leigh M
Series 66
Needham, MA
Guardian Life
Leigh Mccloskey is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, bringing 12 years of industry experience. He serves on the board of the Needham Community Council. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, businesses, and nonprofit organizations. The firm combines advisor-led discretionary management with model-based strategies and offers tailored financial planning, consulting, and access to proprietary and third-party investment solutions.
Matthew S
Series 63, Series 66
Portland, OR
Guardian Life
Matthew Shipman is a financial advisor at Guardian Life with 22 years of industry experience. He holds Series 63 and Series 66 certifications and has worked primarily with Park Avenue Securities and Guardian Life Insurance since 2006. Outside of his advisory role, he is a 50% owner of RealEquity, LLC, which plans to engage in real estate investments. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to a diverse client base including individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers a blend of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments through its connection with Guardian Life.
Matt M
Series 66
Paramus, NJ
Guardian Life
Matt Miller is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and previously worked at Billfold, Yelp, and Strategic Financial Solutions. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to a diverse client base including individuals, high-net-worth clients, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary and third-party investment solutions.
David U
ChFC®, Series 63, Series 65
San Carlos, CA
Guardian Life
David Umbenhaur is a financial advisor with Guardian Life who holds the ChFC® designation and Series 63 and Series 65 licenses. He has 30 years of industry experience and has been with Guardian Life and its affiliate Park Avenue Securities since 1996. Outside of his advisory role, he serves as a sound technician for his church. Park Avenue Securities LLC, 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 range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and proprietary platforms.
Adam K
Series 63, Series 66
Melville, NY
Guardian Life
Adam Kaufman is a financial advisor with Guardian Life, holding Series 63 and Series 66 credentials and over 40 years of industry experience. He has been with Guardian Life and its affiliated entities since 2010 and has maintained involvement with Sound Wealth Financial Group LLC and Wealth Advisory Group. Kaufman serves as co-treasurer on the board of the Crystal Brook Park Association. Park Avenue Securities LLC, where Kaufman practices as part of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers advisor-led discretionary management, model-based strategies, and access to insurance and alternative investment products through its connection with Guardian Life.
Anthony D
ChFC®, Series 63, Series 65
Rye Brook, NY
Guardian Life
Anthony Domino Jr. is a financial advisor with Guardian Life, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 41 years of industry experience and has been with Guardian Life since 1985. He serves on the board of The American College and is involved in marketing genomic cancer profiling through Wamberg Genomic Advisors. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led and model-based investment strategies, alongside access to proprietary programs, third-party advisory solutions, and insurance products.
Paul G
Series 63, Series 65
Greenville, SC
Guardian Life
Paul Goldstein is a financial advisor with Guardian Life in Greenville, SC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Guardian Life since 2016 and Park Avenue Securities since 2022. Goldstein helps organize a charity golf tournament that raises funds for the local nonprofit Helen's Hugs. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses, combining advisor-led discretionary management with model-based strategies through proprietary programs and third-party platforms.
Michael W
Series 66
Wall, NJ
Guardian Life
Michael Werthmuller is a financial advisor at Guardian Life with one year of industry experience. He holds the Series 66 designation and previously worked at C&A Financial Group and Arbor Terrace. Outside of his advisory role, he performs as a pianist at an assisted living facility on a regular basis. He works for Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with a range of financial planning and consulting services.
Joseph R
Series 66
Port Saint Lucie, FL
Guardian Life
Joseph Roddy is a financial advisor with Guardian Life, holding a Series 66 designation and two years of industry experience. He has been with Guardian Life since 2023 and is also affiliated with Park Avenue Securities. Roddy has experience in financial services connected to both organizations. He is based in Port Saint Lucie, Florida, and has previous work history including roles at the University of Miami and Gilmour Academy. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, retirement plan sponsors, charities, and businesses. The firm provides customized financial planning and access to proprietary and third-party investment solutions, combining advisor-led discretionary management with digital advisory tools.
Donald F
Series 63, Series 65
New York, NY
Guardian Life
Donald Faughnan is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and over 48 years of industry experience. He has been with Guardian Life since 1997 and also operates a strategic management consulting business, engaging with executives and business owners on broad topics. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, and nonprofits, combining advisor-led discretionary management with model-based strategies and offering a range of financial planning and consulting solutions.
Casey E
CFP®, Series 63, Series 65
Oklahoma City, OK
Guardian Life
Casey Eden is a CERTIFIED FINANCIAL PLANNER™ professional with 30 years of experience in the financial services industry. He has worked at Guardian Life and Park Avenue Securities since 2005, with prior roles at Century Advisors, LLC and Spelman & Co., Inc. Outside of his advisory work, he serves on the Oklahoma Insurance Department Continuing Education Committee. Casey is affiliated with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and advisory services to individuals, retirement plan sponsors, and institutional clients. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, offering a range of financial planning and investment solutions.
Christopher C
Series 66
Honolulu, HI
Guardian Life
Christopher Chow is a financial advisor with Guardian Life in Honolulu, HI, holding a Series 66 designation and eight years of industry experience. He has been with Guardian Life and its affiliated companies since 2014. Outside of his advisory role, he is an officer of Roar Brothers LLC, an investment-related activity. Guardian Life’s 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 blend of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with services tailored to client needs including financial planning, consulting, and access to alternative investments.
Thomas F
Series 63, Series 65
Las Vegas, NV
Guardian Life
Thomas Freeman Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and with 17 years of industry experience. His career includes multiple roles within Guardian Life and Park Avenue Securities since 2015. Outside of his advisory work, he serves on the advisory board for Foster Kinship, writes and speaks about his adoption experience, and works as a business coach helping companies with setup and succession planning. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary and model-based management, integrating proprietary and third-party solutions alongside access to insurance and alternative investment products.
Justin H
Series 66
Reston, VA
Guardian Life
Justin Hurley is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including prior roles at Financial Growth Partners and KPMG. Outside of his advisory work, he operates Hurley Tax Preparation Services, which provides tax services to individuals and small businesses. Park Avenue Securities LLC, where he is affiliated, offers brokerage and investment advisory services to a variety of clients, including individuals, corporate and retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment solutions.
Joseph M
Series 63, Series 66
Beachwood, OH
Guardian Life
Joseph Maukonen is a financial advisor at Guardian Life with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Park Avenue Securities, Guardian Life Insurance Company, Edward Jones, and Scottrade Inc. He serves as an executor for a family estate. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments.
Jeffrey S
Series 63, Series 65
Paramus, NJ
Guardian Life
Jeffrey Slevin is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Guardian Life and its related entities since 1985. Outside of his advisory work, he serves as treasurer for the Red Creek Association. Guardian Life’s Park Avenue® Wealth Management, 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, combining advisor-led discretionary management with model-based strategies and digital solutions to tailor client relationships.
Neal P
Series 66
Charlotte, NC
Guardian Life
Neal Patel is a financial advisor with Guardian Life and holds the Series 66 designation. He has experience with both Guardian Life Insurance Company and Park Avenue Securities, where he has been since 2020 and 2026 respectively. Prior to his financial career, he worked in roles with Egenberg Trial Lawyers, the New Orleans Pelicans, and the New Orleans Saints. 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 a range of services including financial planning, ongoing consulting, and access to proprietary and third-party investment programs.
Hayden J
Series 63, Series 65
Colorado Springs, CO
Guardian Life
Hayden Jenkins is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Guardian Life and Park Avenue Securities since 2023, and previously spent five years with National Financial Services LLC. 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 combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and education services tailored to client needs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters