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Joseph K

Series 63, Series 65

Pittsburgh, PA

Guardian Life

Joseph Knittel Jr. is a financial advisor with Guardian Life in Pittsburgh, PA, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with Guardian Life since 1991 and has maintained a CPA practice since 1986. In addition to his advisory work, he has involvement in an insurance business outside of Guardian Life. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm offers both discretionary and non-discretionary management using model portfolios and digital advisory solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Raymond P

Series 63

Canton, OH

Guardian Life

Raymond Pelanda is a financial advisor with Primerica Advisors based in Canton, Ohio, holding a Series 63 designation and bringing 23 years of industry experience. He has worked with Park Avenue Securities since 2002 and with Guardian Life Insurance Company since 2000. Outside of his advisory role, he officiates basketball games. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, financial planning, and consulting. The firm employs a mix of proprietary and third-party investment strategies and offers various programs and account-level services to meet client needs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Megan H

Series 65, Series 63

San Tan Valley, AZ

Guardian Life

Megan Henretta is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 63 licenses and seven years of industry experience. Her career includes roles at Nationwide Investment Services Corp and Banner Health. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, retirement plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers a range of discretionary and non-discretionary advisory solutions, including model portfolios and hybrid digital advisory services.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Ryan C

Series 66, Series 63

Melville, NY

Guardian Life

Ryan Cornacchia is a financial advisor at Guardian Life with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has worked previously at Joseph Gunnar & Co., LLC, Laidlaw & Co (UK) Ltd, and Savills. Cornacchia currently serves clients through Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities LLC provides brokerage, financial planning, retirement consulting, and investment advisory services to individuals, institutions, and charitable organizations. The firm offers a range of discretionary and non-discretionary advisory solutions, including proprietary models and third-party strategies, supported by a hybrid digital advisory platform.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Meyer G

Series 63, Series 66

Pittsburgh, PA

Guardian Life

Meyer Grinberg is a financial advisor with Primerica Advisors based in Pittsburgh, PA, holding Series 63 and Series 66 licenses and having 21 years of industry experience. He has worked at Park Avenue Securities since 2005 and Guardian Insurance Company since 2004. In addition to his advisory roles, he has been involved with the Jewish Education Institute since 1991 and participates in the Jewish Assistance Fund, which provides emergency grants to members of the Pittsburgh Jewish community facing financial crises. The firm serves a diverse retail client base, offering both brokerage and advisory services alongside financial planning and consulting. It employs a range of investment strategies through proprietary and third-party models and supports various account features including discretionary management, lending solutions, and tax-harvesting.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Noah K

Series 66

Roslyn, NY

Guardian Life

Noah Kowalewsky is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. He has held positions at Park Avenue Securities and Guardian Life Insurance Company and has worked in various roles across multiple organizations, including Clemson University Athletic Department and Real Madrid Foundation Camps USA. 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 with brokerage, financial planning, and investment advisory services.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Adam Z

Series 66

Fort Myers, FL

Guardian Life

Adam Zimmerman is a financial advisor with Primerica Advisors who holds a Series 66 designation and has three years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Ferguson Enterprises, and Lake Aurora Christian Camp, as well as experience in full-time education and the food service industry. Park Avenue Securities serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports discretionary and non-discretionary account management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Gwendolyn C

CFP®, Series 63, Series 65

Incline Village, NV

Guardian Life

Gwendolyn Chatham is a CFP®-certified financial advisor with over 43 years of industry experience. She is affiliated with Primerica Advisors and has worked extensively with Park Avenue Securities, Guardian Life Insurance Company, and Guardian Investor Services Corporation since 1992. Her additional activities include occasional sales of non-proprietary insurance and variable annuity products. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm utilizes a range of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary account management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Bailie S

Series 66

Paramus, NJ

Guardian Life

Bailie Slevin is a financial advisor at Primerica Advisors with 12 years of industry experience and holds a Series 66 designation. Slevin has worked at Park Avenue Securities and Guardian Life Insurance Company during this time. Outside of advisory work, Slevin teaches a financial literacy class at CSU Fullerton. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm utilizes a range of investment strategies, including proprietary and third-party model portfolios, and supports both discretionary and non-discretionary account management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Angela E

Series 63, Series 65

New York, NY

Guardian Life

Angela Egbert is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 18 years of industry experience. She has worked with firms including Guardian Life Insurance Company, Park Avenue Securities, Eagle Strategies LLC, and New York Life Insurance Company. 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. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies across discretionary and non-discretionary accounts.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Andrew Z

CFP®, Series 66

Wesport, CT

Guardian Life

Andrew Zimmerman is a CFP® professional with 16 years of industry experience, currently affiliated with Primerica Advisors. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2008. Outside of his advisory role, he operates Tiger Eye Wealth LLC as a DBA. Park Avenue Securities serves a diverse retail client base, providing brokerage and advisory services along with financial and retirement planning. The firm utilizes a combination of proprietary and third-party investment strategies and offers various programs including discretionary and non-discretionary management options.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Joseph C

Series 65

Phoenix, AZ

Guardian Life

Joseph Cardella is a financial advisor at Guardian Life and Park Avenue Securities with Series 65 registration. He has previously worked for the City of Tempe for 19 years and has been with his current firms since 2026. 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 offers brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs, with discretionary and non-discretionary options and tailored services for its clients.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Nicholas B

Series 66

Port Jefferson Station, NY

Guardian Life

Nicholas Bosio is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and one year of industry experience. His prior roles include positions at The Hanover Insurance Group and the University of Hartford. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of proprietary and third-party investment advisory programs with both discretionary and non-discretionary options.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Thomas S

Series 63, Series 66

Tampa, FL

Guardian Life

Thomas Seeko Jr. is a financial advisor with Primerica Advisors in Lutz, FL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked with Primerica Advisors and Guardian Life Insurance Company since 2013. Outside of his advisory role, he is involved in authoring publications and books, as well as podcast advertisement activities. Primerica Advisors serves a wide range of retail clients, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial planning and business consulting. The firm utilizes a combination of proprietary and third-party investment strategies and supports various advisory programs and account-level services.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Richard P

Series 63, Series 66

Berkeley Heights, NJ

Guardian Life

Richard Piazza is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 19 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he serves as treasurer for Second Chance Stables, a nonprofit organization, and consults on the St. Patrick School Endowment Committee. 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 across various account types.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Thomas H

ChFC®, Series 63

Needham, MA

Guardian Life

Thomas Harmon is a financial advisor with Primerica Advisors and holds the ChFC® and Series 63 designations. He has 36 years of industry experience and has worked with firms including Park Avenue Securities, Guardian Life Insurance Company, and the Bulfinch Group. He serves on the Board of Directors for The Bulfinch Group Charitable Foundation, which focuses on fundraising and grantmaking activities. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Samuel R

CFP®, Series 66

Fairhope, AL

Guardian Life

Samuel Robinson is a CFP® with 21 years of industry experience, currently serving with Primerica Advisors. He has worked with Guardian Life Insurance Company and Peachtree Planning Corporation. Outside of his advisory role, he is involved with Omni at Gap Lake Ministry, which is developing a sports camp for students. 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 various investment programs and financial planning solutions supported by a mix of proprietary and third-party strategies.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Christopher L

Series 66

Winfield, WV

Guardian Life

Christopher Layden is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved with Community Connections WV LLC and operates as an insurance broker for products other than Guardian insurance. Park Avenue Securities LLC, where Mr. Layden practices, 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 brokerage services, financial planning, retirement consulting, and a range of proprietary and third-party investment advisory programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Kathy H

CFP®, Series 63, Series 66

Florham Park, NJ

Guardian Life

Kathy Hay is a CFP®-certified financial advisor with 10 years of industry experience. She is affiliated with Guardian Life and works through Park Avenue Securities in Florham Park, NJ. Her prior roles include positions at Hillside Advisors and a period of unemployment before joining Guardian Life and Park Avenue Securities. Outside of her advisory work, she serves as a trustee at Franklin and Marshall College and is a session member at Wyoming Presbyterian Church. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Geoffrey H

Series 66

Beachwood, OH

Guardian Life

Geoffrey Hoff is a Series 66-licensed financial advisor with 15 years of industry experience. He is affiliated with Primerica Advisors and has worked with Park Avenue Securities since 2010 and Guardian Life Insurance Company since 2009. Hoff serves on the advisory board of Lake Catholic. 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 with a range of investment strategies, proprietary programs, and account-level solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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