William Barham is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including roles at Vanguard, Cetera Investment Services, Regions Bank, and Park Avenue Securities. Outside of finance, he owns and operates Gold Magnolia Productions, which manages talent, booking, and marketing for musicians and events. He also serves as a board advisor for the Beta Theta Pi chapter at Clemson University. Park Avenue Securities, where Mr. Barham is currently affiliated, 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 services, financial planning, and investment advisory programs utilizing both proprietary and third-party strategies.

Dana Lind is a Series 63-licensed financial advisor with Primerica Advisors, bringing 30 years of industry experience. She has worked with Primerica Advisors and Guardian Life Insurance Company since 2010 and is currently affiliated with Park Ave Securities. Outside of her advisory work, 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 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, utilizing proprietary and third-party investment strategies across various account types and supports multiple financial planning and consulting solutions.

Peter Weinberg is a financial advisor with Primerica Advisors in La Jolla, CA, holding a Series 66 credential and two years of industry experience. He has worked with Guardian Life Insurance Company and Primerica Advisors since 2023. Outside of advising, he is a licensed California real estate agent working as an independent contractor with Pacific Sotheby’s International Realty. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms, supporting both discretionary and non-discretionary accounts.

Jennifer Shepley is a CFP® professional with 26 years of experience in the financial services industry. She is currently with Primerica Advisors and has previously worked extensively with Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory work, she volunteers as an English teacher for immigrants in New Bedford, Massachusetts. Primerica Advisors serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports a range of account-level services including lending solutions and donor-advised funds.

Mark Fansler is a CFP® and ChFC® with 33 years of industry experience. He has been with Primerica Advisors since 1999 and also has a concurrent role with Guardian Life Insurance Company of America. Outside of his advisory work, he performs minor maintenance tasks through a personal property management activity. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers a range of investment strategies via proprietary and third-party platforms, supporting individual investors, charitable organizations, and corporate clients.

Colby Mckelva is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has eight years of industry experience, including tenure at Northwestern Mutual and Park Avenue Securities. Mckelva also maintains an insurance broker role outside of Guardian Life. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

William Nelson is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 23 years of industry experience, including roles at Hilltop Securities Inc. from 2016 to 2025 and currently at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC serves a broad retail client base, offering both transaction-based brokerage and fee-based advisory services, including financial planning and retirement-plan consulting. The firm utilizes a variety of investment strategies through proprietary and third-party models, supporting a wide range of account types and investment options.

Derek Scheetz is a financial advisor with Guardian Life and Park Avenue Securities, holding nine years of industry experience. His prior work includes roles at Foresters Financial Services and Berkshire Hathaway HomeServices. Outside of advising, he serves as treasurer and board member for NAIFA Ohio and officiates middle and high school lacrosse games. Park Avenue Securities, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and a combination of proprietary and third-party advisory programs.

Zachary Timm is a financial advisor with Guardian Life and its subsidiary Park Avenue Securities, holding Series 65 and Series 63 designations and eight years of industry experience. His prior roles include positions at Citizens Securities, Foresters Advisory Services, and Foresters Financial Services. In addition to advisory work, he is involved in long-term care, health and medical insurance, annuities, life insurance, and group benefits outside of his primary firm. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, retirement plan consulting, and investment advisory programs that combine proprietary and third-party strategies.

George Lymberis is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and has worked at Guardian Life Insurance Company and Park Avenue Securities since 2025. Outside of his advisory role, he is involved in offering insurance products beyond those provided through Guardian and its subsidiaries. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

Melani Faulkner is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. She has four years of industry experience and previously spent a decade in full-time education. Faulkner is also involved with Ash Brokerage in an insurance-related role. Park Avenue Securities LLC, the firm where she practices, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

Melissa Moss is a financial advisor at Guardian Life with a Series 66 credential and two years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance during her career. Outside of finance, Melissa is involved in songwriting, performing, and music production through her business, Live Gracefully Productions. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships using in-house and third-party models, alongside financial planning and retirement consulting.

Joseph Pagani is a financial advisor at Guardian Life and Park Avenue Securities with six years of industry experience. He holds a Series 66 designation and previously worked at Bermuda Sands Apparel. He is also involved in other insurance-related business activities in Charlotte, NC. Park Avenue Securities LLC, a subsidiary of Guardian Life, serves individuals, retirement plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that include both proprietary and third-party strategies.

Sangita Rousseau is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. She has 26 years of industry experience, including roles at Park Avenue Securities, Bullfinch Group, and Guardian Life Insurance Company. Outside of her advisory work, Rousseau serves on the board of directors for the Bulfinch Group Charitable Foundation. 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 a mix of discretionary and non-discretionary account management options.

Nicholas Manago is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses, and has one year of industry experience. He has previously worked at Concordia University Irvine and Enterprise Rent A Car. Outside of his advisory role, he volunteers with the Hawaii Bicycling League. 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 various investment advisory programs.

Joseph D. Amico is a financial advisor with Guardian Life in Pittsford, NY, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior work includes roles at Park Avenue Securities and New York Life Securities. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that include discretionary and non-discretionary portfolios and a hybrid digital advisory solution.

Michael Librett is a financial advisor at Primerica Advisors with 16 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Alpha Centric Funds, and Guardian Life Insurance Company. Primerica Advisors 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 model portfolios, third-party managers, and a digital advice platform.

Spencer Friedman is a CFP®-designated financial advisor with 15 years of industry experience. He is currently affiliated with Primerica Advisors and Park Avenue Securities, having worked at both Park Avenue Securities and Guardian Life Insurance Company since 2010. Outside of his advisory role, he is involved with Tiger Eye Wealth LLC, an investment-related business. Park Avenue Securities serves a diverse retail client base, providing brokerage and advisory services along with financial and retirement planning. The firm employs a range of investment strategies through proprietary and third-party model portfolios and supports various account-level services including lending solutions and donor-advised funds.

Edmond Bradberry Jr. is a financial advisor with Primerica Advisors in Tallahassee, FL, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Primerica Advisors since 1999 and concurrently associated with Guardian Life Insurance Company since 1997. He serves as a director of his local homeowners association. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services, financial planning, and consulting. The firm employs proprietary and third-party investment strategies across multiple program options, managing approximately $15 billion in regulatory assets under management.

Matthew Morse is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life, holding a Series 66 credential and two years of industry experience. His prior work includes roles at Luv Toyota and Duncan Suzuki. Outside of his advisory work, he serves as a board member of the Suicide Prevention Alliance and acts as an estate executor for family members. Park Avenue Securities provides brokerage, financial planning, and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients, utilizing a range of proprietary and third-party portfolio strategies.