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Matthew M

Series 66

Jamestown, NY

Guardian Life

Matthew Morse is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience, including positions at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves as a board member of the Suicide Prevention Alliance. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of investment solutions including advisor-led discretionary management, model-based strategies, and digital advisory portfolios.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Joseph K

Series 63, Series 65

Pittsburgh, PA

Guardian Life

Joseph Knittel Jr. is a financial advisor at Guardian Life with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Life since 1991. In addition to his advisory role, he has been self-employed as a Certified Public Accountant since 1986. Guardian Life, through its Park Avenue® Wealth Management division, provides brokerage and investment advisory services to individuals, corporations, 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 investment solutions tailored to client needs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Raymond P

Series 63

Canton, OH

Guardian Life

Raymond Pelanda is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 24 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 work, he officiates basketball games. 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, model-based strategies, and digital advisory solutions, combining proprietary programs and third-party platforms to tailor client relationships.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Megan H

Series 63, Series 65

San Tan Valley, AZ

Guardian Life

Megan Henretta is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses. She has seven years of industry experience, with prior roles at Nationwide Investment Services Corp and Tailored Management. Megan is based in San Tan Valley, AZ. 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, combining advisor-led discretionary management with model-based strategies through proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Michael M

Series 66

Wall, NJ

Guardian Life

Michael Mallon is a financial advisor at Guardian Life with 20 years of industry experience. He holds a Series 66 designation and previously worked at Blackrock Investments, Inc. for 23 years. He is currently affiliated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, as well as access to insurance products and alternative investment platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Ryan C

Series 63, Series 66

Melville, NY

Guardian Life

Ryan Cornacchia is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 13 years of industry experience, including roles at Joseph Gunnar & Co., LLC and Laidlaw & Co (UK) Ltd. His current position is with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities offers 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 provides access to both proprietary and third-party advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Meyer G

Series 63, Series 66

Pittsburgh, PA

Guardian Life

Meyer Grinberg is a financial advisor with Guardian Life and holds Series 63 and Series 66 designations. He has 21 years of industry experience and has worked at Park Avenue Securities since 2005 and Guardian Insurance Company since 2004. Outside of his advisory roles, he is involved with the Jewish Assistance Fund, which provides emergency grants to members of the Pittsburgh Jewish community facing financial crises. 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 combines advisor-led discretionary management with model-based strategies and provides access to proprietary wrap programs, third-party advisory solutions, and integrated lending options.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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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. His work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, and several other organizations across different sectors. Park Avenue Securities LLC, 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 tailored client relationships through a combination of discretionary management, model-based strategies, and access to proprietary and third-party solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Adam Z

Series 66

Fort Myers, FL

Guardian Life

Adam Zimmerman is a financial advisor with Guardian Life and Park Avenue Securities holding a Series 66 designation and four years of industry experience. His work history includes roles at Ferguson Enterprises and Lake Aurora Christian Camp, as well as prior experience in education and the food service industry. Park Avenue Securities, 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 and model-based strategies, combining proprietary programs with third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Gwendolyn C

CFP®, Series 63, Series 65

Incline Village, NV

Guardian Life

Gwendolyn Chatham is a CFP® with 43 years of industry experience currently affiliated with Guardian Life and Park Avenue Securities. She has worked with Guardian Investor Services Corporation since 1992 and has held roles at both Guardian Life and Park Avenue Securities spanning over two decades. She occasionally sells non-proprietary outside insurance and variable annuity products. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Bailie S

Series 66

Paramus, NJ

Guardian Life

Bailie Slevin is a financial advisor with Guardian Life and holds a Series 66 designation, bringing 12 years of industry experience. Slevin has worked at Park Avenue Securities and Guardian Life in multiple roles since 2007. Outside of advisory work, Slevin teaches a financial literacy class at California State University, Fullerton. 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, and charitable organizations. The firm offers a range of financial planning and consulting services, combining advisor-led management with model-based strategies through proprietary and third-party programs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Angela E

Series 63, Series 65

New York, NY

Guardian Life

Angela Egbert is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 18 years of industry experience. Her prior roles include positions at Eagle Strategies LLC and New York Life Insurance Company. Park Avenue Securities LLC, 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 a range of financial planning and consulting services through advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Andrew Z

CFP®, Series 66

Wesport, CT

Guardian Life

Andrew Zimmerman is a CFP® and holds a Series 66 license with 17 years of industry experience. He is affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2008 and 2009, respectively. Outside of his advisory role, he operates Tiger Eye Wealth LLC as a DBA and provides services related to disability, long-term care, and group health insurance. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm provides tailored financial planning and investment management through advisor-led discretionary and model-based strategies, supported by proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Joseph C

Series 65

Phoenix, AZ

Guardian Life

Joseph Cardella is a financial advisor with Guardian Life and holds a Series 65 designation. He has recently transitioned into the financial services industry after 19 years with the City of Tempe. He is based in Phoenix, AZ. Guardian Life’s subsidiary, Park Avenue Securities LLC, 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 solutions, including advisor-led discretionary management, model-based strategies, and a digital advisory platform.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Nicholas B

Series 66

Port Jefferson Station, NY

Guardian Life

Nicholas Bosio is a financial advisor at Guardian Life with Series 66 registration and one year of industry experience. His work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, and The Hanover Insurance Group. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 access to alternative investments and integrated lending options.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Rachel C

Series 66

Austin, TX

Guardian Life

Rachel Choate is a financial advisor with Guardian Life and holds a Series 66 designation. She has one year of industry experience and has previously worked at firms including Equitable Advisors, Luminary Life Digital BGA, and Edward Jones. Outside of financial services, she was involved with Betenbough Business Services and Betenbough Homes from 2015 to 2022. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm provides both discretionary and model-based investment management, along with access to proprietary and third-party advisory solutions integrated with insurance products and alternative investment platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Thomas S

Series 63, Series 66

Tampa, FL

Guardian Life

Thomas Seeko Jr. is a financial advisor with Guardian Life in Tampa, FL, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been with Guardian Life and its affiliates since 2013. Outside of his advisory role, he is engaged as a publication content author, a book author, and participates in podcast advertising. Guardian Life’s Park Avenue® Wealth Management division provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers both advisor-led discretionary management and model-based strategies, with access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Richard P

Series 63, Series 66

Berkeley Heights, NJ

Guardian Life

Richard Piazza is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and with 20 years of industry experience. He also serves as treasurer for Second Chance Stables, a 501(c)(3) nonprofit organization, and advises on the St. Patrick School Endowment Committee. Park Avenue Securities, 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 combined with model-based strategies, with access to proprietary and third-party platforms, including digital advisory solutions and integrated lending options.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Thomas H

ChFC®, Series 63

Needham, MA

Guardian Life

Thomas Harmon is a financial advisor at Guardian Life with 37 years of industry experience. He holds the ChFC® and Series 63 designations and has worked with firms including Park Avenue Securities and the Bulfinch Group. Harmon serves on the board of directors for The Bulfinch Group Charitable Foundation, focusing on fundraising and grant-making activities. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and 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 access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Samuel R

CFP®, Series 66

Fairhope, AL

Guardian Life

Samuel Robinson is a CFP®-credentialed financial advisor with 22 years of industry experience, currently with Guardian Life in Fairhope, Alabama. He has worked with Guardian Life and its related entities since 2007. Outside of his advisory work, he is involved with Omni at Gap Lake Ministry, which is developing a sports camp for students. Guardian Life, through its subsidiary 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 investment management solutions, financial planning, and consulting services tailored to client needs, leveraging proprietary programs and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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