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Brooks G

ChFC®, Series 63, Series 65

Atlanta, GA

Guardian Life

Brooks Gregory is a ChFC® with 27 years of industry experience, currently affiliated with Primerica Advisors and Peachtree Planning Corporation. He has been associated with Guardian Life Insurance Company since 1993. Gregory serves as a trustee for family wills and trusts and participates as a voluntary board member of YMCA Camp High Harbour. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services. The firm offers multiple proprietary and third-party investment programs, including discretionary and non-discretionary management strategies, supported by a range of financial planning and consulting solutions.

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

Series 63, Series 66

Ridgefield, CT

Guardian Life

Andrew Lavoie is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, AGW Group, and Tradition Securities and Derivatives LLC. He serves as Treasurer on the board of Mookie's Miracle, a nonprofit organization. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial and business consulting. The firm employs a combination of proprietary and third-party investment strategies and supports various account-level solutions, including lending and donor-advised funds.

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

Series 63, Series 65

Addison, TX

Guardian Life

Robert Sweeney is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 44 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance since 2016. Outside of his advisory work, he serves as president of the Roehampton Court Homeowners Association. Park Avenue Securities LLC serves a broad retail client base with transaction-based brokerage and fee-based advisory services, offering financial planning, retirement consulting, and business consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.

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

Series 66, Series 65

Houston, TX

Guardian Life

Heather Holland is a financial advisor with Guardian Life and holds Series 65 and Series 66 licenses. She has one year of industry experience and has previously worked at United Planners via Trilogy Wealth Management. Outside of advisory services, she is involved in tax preparation through Holland & Co Financial LLC. Heather works with Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serving individuals, pensions, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, and advisory programs, including model portfolios and digital solutions.

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

Series 63, Series 66

Charlotte, NC

Guardian Life

Jennifer Daley is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and bringing 11 years of industry experience. She serves on the board of directors for Screven Christian Academy and is president of a local Business Network International chapter. Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm provides both discretionary and non-discretionary advisory relationships and utilizes a mix of proprietary and third-party investment models.

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

CFP®, Series 66

Minnetonka, MN

Guardian Life

David Seidelmann is a CFP® professional with 21 years of industry experience, currently associated with Guardian Life and Park Avenue Securities. His career includes long-term roles at Park Avenue Securities and Guardian Life Insurance Company of America. Outside of his advisory work, he is involved in educating the public on federal student loan forgiveness programs. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

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

Series 65, Series 63

Cincinnati, OH

Guardian Life

Michael Smith is a financial advisor at Guardian Life with Series 65 and Series 63 licenses and three years of industry experience. His prior roles include positions at NYLife Securities LLC and Aeon Global Health. He has also been involved in ministry work through Beyond The Walls Ministry and Parma Park Church of God. Guardian Life’s Park Avenue® Wealth Management division serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

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

CFP®, Series 63

Madison, WI

Guardian Life

Janel Kalish is a CFP®-designated financial advisor with 14 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. Her prior roles include positions at Securities America, Inc., Nan M. Zimdars, Inc., Investacorp Inc., and Klaas Financial. Outside of her advisory work, she creates stained glass art, with some pieces featured in fundraisers for Habitat for Humanity, and serves as Vice President on the board of the Greater Madison Area SHRM. Park Avenue Securities serves a diverse 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 and supports various account-level services including lending solutions and donor-advised funds.

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

Series 66

Shrewsbury, NJ

Guardian Life

Matthew Derby is a financial advisor with Primerica Advisors, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Planning Alliance, LPL Financial, and Alcove Private Wealth. Park Avenue Securities serves a broad retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm utilizes a range of investment strategies through proprietary and third-party model 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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Joseph C

Series 63, Series 66

New York, NY

Guardian Life

Joseph Carter is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and having 10 years of industry experience. His work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, Merrill, and The Private Bank. Outside of his advisory work, he is an independent insurance broker selling products from carriers other than Guardian. 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 both brokerage and advisory services, employing a variety of investment strategies through proprietary and third-party managers, and supports a range of account-level solutions such as lending and donor-advised funds.

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

Series 63, Series 66

Buffalo, NY

Guardian Life

Stella Fey is a financial advisor with Primerica Advisors in Buffalo, NY, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She has been with Primerica Advisors and Guardian Life Insurance Co. of America since 2011. Outside of her advisory role, she participates in a University at Buffalo study focused on providing SNAP education to low-income households. Primerica Advisors is part of Park Avenue Securities LLC, which serves a wide retail client base including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and fee-based advisory services, utilizing proprietary model portfolios, third-party managers, and digital advice solutions to implement a range of investment strategies.

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

Series 66

Boynton Beach, FL

Guardian Life

David Fromer is a Series 66-licensed financial advisor with Primerica Advisors, based in Boynton Beach, FL, and has two years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities, and has been involved with ABA Therapy since 2017. Outside of his advisory work, he manages a vending business, DT VENDING LLC. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and fee-based advisory services, including financial and retirement planning. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports account-level services such as lending solutions and donor-advised funds.

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

Series 66

Montauk, NY

Guardian Life

Peter Heckman is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential and nine years of industry experience. He has worked at both firms since 2014 and is a co-owner of Residency to Retirement Wealth, LLC, a business that sells life, disability, and investment products. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs utilizing both proprietary and third-party models.

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

Series 66

New York, NY

Guardian Life

Eric Korngold is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding a Series 66 designation and 18 years of industry experience. His career includes eight years at Citigroup before joining Guardian Life and Park Avenue Securities in 2013. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of advisory options including discretionary and non-discretionary management, employing both proprietary and third-party models.

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

Series 66

San Diego, CA

Guardian Life

James Rossi is a financial advisor at Guardian Life with a Series 66 license and three years of industry experience. His prior work history includes roles at Youpower and Kingsbarn Real Estate Capital. He is affiliated with Park Avenue Securities LLC, which operates as Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

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

Series 63, Series 65

Morgantown, WV

Guardian Life

Zebulon Lewis is a financial advisor with Primerica Advisors in Morgantown, WV, holding Series 63 and Series 65 licenses with eight years of industry experience. He has worked with Park Avenue Securities LLC since 2017 and Guardian Life Insurance Co. of America since 2015. Outside of his advisory roles, he is involved in volleyball officiating and coaching. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice solutions, managing approximately $15 billion in regulatory assets under management.

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

CFP®, ChFC®, Series 66

Cincinnati, OH

Guardian Life

Connor Hawkins is a financial advisor with Guardian Life, holding the CFP® and ChFC® designations and a Series 66 license. He has five years of industry experience and has worked at Park Avenue Securities since 2021. Hawkins also has experience with Guardian Life Insurance Company and has been involved in an insurance brokerage activity. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individual and institutional clients with brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships, utilizing model portfolios and a hybrid digital advisory solution.

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

Series 66

Saint Louis, MO

Guardian Life

Garrett McMillan is a financial advisor with Guardian Life and holds the Series 66 designation. He has 15 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2011. Outside of his advisory role, he serves as Vice President of TRIAD Wealth in Missouri. Park Avenue Securities, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, retirement consulting, and investment advisory programs to individuals, pension 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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Howard C

Series 66

New York, NY

Guardian Life

Howard Cohen is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has 13 years of industry experience and has been associated with Park Avenue Securities and Guardian Life Insurance Company since 2011. Cohen has also served as a panel moderator for a family office forum focused on real estate and hard asset management. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services such as lending solutions and donor-advised funds.

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

Series 66

San Diego, CA

Guardian Life

Brian Milano is a financial advisor with Primerica Advisors in San Diego, CA. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms.

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