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Bruce H
Series 63
East Aurora, NY
Guardian Life
Bruce Hyman is a Series 63 licensed advisor with over 32 years of industry experience. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 2013. Outside of his advisory role, he maintains a non-active LLC, Life Designs Agency Inc., with plans for potential future use. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides both brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside proprietary and third-party advisory solutions.
William B
Series 63, Series 65
Greenville, SC
Guardian Life
William Barham is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at The Vanguard Group and Cetera Investment Services. Outside of finance, he owns and operates Gold Magnolia Productions, which manages talent and events in the entertainment sector, and serves as a Board Advisor for the Beta Theta Pi chapter at Clemson University. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, retirement plan sponsors, and organizations, combining advisor-led discretionary management with model-based strategies and offering access to insurance products, alternative investments, and various consulting solutions.
Dana L
Series 63
Melville, NY
Guardian Life
Dana Lind is a financial advisor with Guardian Life who holds a Series 63 designation and has 31 years of industry experience. She has been with Guardian Life and its affiliates since 2010 and currently also works with Park Avenue Securities. Outside of her advisory role, she is listed as vice-president of a construction and remodeling business owned by her husband, though she does not actively participate in its operations. 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 through advisor-led discretionary management, model-based strategies, and a digital advisory platform.
Peter W
Series 66
San Diego, CA
Guardian Life
Peter Weinberg is a Series 66-credentialed financial advisor with Guardian Life, based in San Diego, CA, and has two years of industry experience. Prior to his current role, he worked with San Diego Master Builders for eight years. In addition to his advisory work, Weinberg is a licensed California real estate agent and operates as an independent contractor representing clients in real estate transactions through Pacific Sotheby's International Realty. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and proprietary digital solutions.
Jennifer S
CFP®, Series 63
Needham, MA
Guardian Life
Jennifer Shepley is a CFP® with 27 years of experience in the financial services industry. She is affiliated with Guardian Life and Park Avenue Securities, where she has worked since 1997. Outside of her advisory role, she volunteers as an English teacher for immigrants in New Bedford, Massachusetts. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to a wide range of clients, including individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers both discretionary and non-discretionary management strategies, access to proprietary and third-party advisory programs, and integrates insurance products and alternative investments through its connection with Guardian Life.
Mark F
CFP®, ChFC®, Series 63, Series 66
Honolulu, HI
Guardian Life
Mark Fansler is a CFP® and ChFC® with 34 years of experience in the financial industry. He has been with Guardian Life since 1999, serving clients from Honolulu, HI. Fansler also manages minor maintenance tasks for a private property management activity. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, provides comprehensive 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 investment solutions, combining advisor-led discretionary management with model-based strategies and digital advisory platforms.
Colby M
Series 63, Series 65
Tyler, TX
Guardian Life
Colby Mckelva is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has nine years of industry experience, including six years at Northwestern Mutual Wealth Management Company. He is also registered as an insurance broker for products outside of Guardian Life. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers tailored financial planning and investment management using both advisor-led discretionary and model-based strategies, along with access to proprietary and third-party solutions.
William N
Series 63, Series 66
Southlake, TX
Guardian Life
William Nelson is a financial advisor with Guardian Life in Southlake, TX, holding Series 63 and Series 66 designations and 23 years of industry experience. His work history includes roles at Hilltop Securities Inc., Momentum Independent Network Inc., and currently Park Avenue Securities. 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 a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and proprietary as well as third-party platforms.
Derek S
Columbus, OH
Guardian Life
Derek Scheetz is a financial advisor with Guardian Life and Park Avenue Securities, bringing nine years of industry experience. He previously worked at Foresters Financial Services and currently serves as the treasurer and a board member of NAIFA Ohio. Outside of finance, he officiates middle and high school lacrosse games. Park Avenue Securities, 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 tailored financial planning, discretionary and model-based investment management, and access to proprietary and third-party advisory solutions.
Zachary T
Series 63, Series 65
Latham, NY
Guardian Life
Zachary Timm is a financial advisor with Guardian Life, holding Series 63 and Series 65 designations and nine years of industry experience. His career includes roles at Park Avenue Securities, Citizens Securities, and Foresters Financial Services. He is also involved in health, life, and group insurance outside of his advisory work. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individuals, high-net-worth clients, businesses, and charitable organizations by offering brokerage and advisory services with a combination of discretionary management and model-based strategies across proprietary and third-party platforms.
George L
Series 66
Tampa, FL
Guardian Life
George Lymberis is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and previously worked at Westshore Financial Group and SpotOn Transact. His background also includes roles outside finance, including time at Southern Glazers Wine & Spirits and retail positions at Nordstrom. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led discretionary management with model-based strategies and proprietary programs, tailoring client relationships through financial planning, ongoing consulting, and access to insurance and alternative investment products.
Melani F
Series 63, Series 65
Houston, TX
Guardian Life
Melani Faulkner is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. She has four years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory work, she is involved with Ash Brokerage in an insurance-related capacity. 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 advisor-led discretionary management alongside model-based strategies, with access to insurance products, alternative investments, and integrated lending options.
Melissa M
Series 66
Providence, UT
Guardian Life
Melissa Moss is a financial advisor with Guardian Life and holds a Series 66 designation. She has two years of industry experience and has previously worked with Park Avenue Securities and One Pacific Financial. Outside of her financial services career, she is involved in songwriting, performing, and music production through Live Gracefully Productions. 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 combining discretionary management, model-based strategies, and a digital advisory platform.
Joseph P
Series 66
Charlotte, NC
Guardian Life
Joseph Pagani is a financial advisor with Guardian Life and holds a Series 66 designation. He has six years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. Previously, he worked in the apparel industry and spent one year in retirement. 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 a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.
Sangita R
Series 63, Series 65
Needham, MA
Guardian Life
Sangita Rousseau is a financial advisor with Guardian Life in Needham, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked with Park Avenue Securities, Bullfinch Group, and Guardian Life Insurance Company since 2007. Rousseau serves on the board of The Bulfinch Group Charitable Foundation. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, retirement plan sponsors, businesses, and charitable organizations. The firm provides a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.
Nicholas M
Series 63, Series 65
Honolulu, HI
Guardian Life
Nicholas Manago is a financial advisor with Guardian Life in Honolulu, HI, holding Series 63 and Series 65 licenses. He has one year of industry experience and has worked at Park Avenue Securities since 2025, alongside a seven-year tenure at Guardian Life Insurance Company. Outside of his advisory role, he volunteers with the Hawaii Bicycling League. 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 investment management solutions, combining advisor-led discretionary management with model-based strategies across proprietary and third-party platforms.
Joseph D
Series 63, Series 65
Pittsford, NY
Guardian Life
Joseph D. Amico is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 11 years of industry experience and has worked with Guardian Life and Park Avenue Securities throughout his career. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations, combining advisor-led discretionary management with model-based strategies and access to both proprietary and third-party solutions.
Michael L
Series 63, Series 66
Melville, NY
Guardian Life
Michael Librett is a financial advisor with Guardian Life, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Alpha Centric Funds. Guardian Life’s Park Avenue® Wealth Management 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 access to specialized platforms and insurance products.
Spencer F
CFP®, Series 66
New York, NY
Guardian Life
Spencer Friedman is a CFP® and Series 66-licensed advisor at Guardian Life with 15 years of industry experience. He has been associated with Park Avenue Securities and Guardian Life Insurance Company since 2010. Friedman also engages in outside insurance sales. 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 financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.
Edmond B
Series 63, Series 65
Tallahassee, FL
Guardian Life
Edmond Bradberry Jr. is a financial advisor with Guardian Life in Tallahassee, FL, holding Series 63 and Series 65 licenses. He has 28 years of industry experience and has been with Guardian Life and its insurance company since the late 1990s. He serves as a director of a homeowners association in Crawfordville, FL. Guardian Life’s 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 a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions, along with access to insurance products and alternative investments.
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