Jeffrey Howard is a financial advisor with Guardian Life in Charlotte, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 36 years of industry experience and has been with Guardian Life since 1999. Outside of his advisory role, he is involved in managing multiple real estate investment entities and serves as trustee of a personal revocable trust. 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 a combination of advisor-led discretionary management and model-based strategies, alongside a digital advisory solution, delivering tailored client relationships with access to insurance products and alternative investments.

Asa Rowlett is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and one year of industry experience. Prior to joining these firms in 2025, he operated Asa Rowlett LLC for 11 years. He is also involved with P&C Business Consulting, a non-investment-related activity. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, along with a range of financial planning and consulting services.

Brooks Gregory is a financial advisor at Guardian Life with 28 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses. Gregory has worked with Guardian Life and its affiliates since 1993 and has been associated with Peachtree Planning Corporation since 2000. He serves as a voluntary board member for YMCA Camp High Harbour and participates in the Staff Parish Relations Committee. 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 advisory solutions including advisor-led discretionary management, model-based strategies, and a digital advisory platform, while leveraging proprietary and third-party programs to tailor client relationships.

Andrew Lavoie is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 14 years of industry experience, including roles at Tradition Securities and Derivatives LLC and AGW Group. He serves as Treasurer and board member of the nonprofit Mookie's Miracle. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory solutions.

Robert Sweeney is a financial advisor with Guardian Life based in Addison, TX. He holds Series 63 and Series 65 licenses and has 44 years of industry experience. His prior roles include positions at Park Avenue Securities, Hornor, Townsend & Kent, Spectrum Strategies, Mass Mutual Investors Services, and Ameriprise. He serves as president of the Roehampton Court Homeowners Association. Park Avenue Securities, 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 financial planning, consulting, and discretionary management services, integrating proprietary and third-party investment platforms.

Heather Holland is a financial advisor with Guardian Life, holding Series 65 and Series 66 licenses and one year of industry experience. Her prior roles include positions at Park Avenue Securities, United Planners via Trilogy Wealth Management, and tax specialist work at Dow Chemical. She also operates a tax preparation business serving individuals and a homeowners association in Houston. Guardian Life’s subsidiary, Park Avenue® Wealth Management, 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 and third-party platforms, including digital advisory solutions and integrated lending options.

Jennifer Daley is a financial advisor at Guardian Life with 11 years of industry experience. She holds Series 63 and Series 66 designations and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory role, she serves as President of a local Business Network International chapter and sits on the Board of Directors for Screven Christian Academy. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plans, and charitable organizations. The firm offers both discretionary management and model-based strategies, integrating proprietary and third-party platforms while also providing access to insurance products and alternative investments.

David Seidelmann is a CFP® with 21 years of industry experience, currently serving at Guardian Life and Park Avenue Securities. He has a longstanding career at Park Avenue Securities, dating back to 2005, and is involved in raising awareness about federal student loan forgiveness programs. Park Avenue Securities LLC, a fully owned 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 combines advisor-led discretionary management with model-based strategies and offers access to proprietary wrap programs, third-party advisory solutions, and integrated lending options.

Michael Smith is a financial advisor at Guardian Life with Series 63 and Series 65 licenses and three years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2025, and previously held roles at NYLife Securities LLC and New York Life Insurance Company from 2022 to 2025. Outside of his advisory work, he has been involved with Aeon Global Health and has a longstanding affiliation with Beyond The Walls Ministry. Park Avenue Securities, 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 range of tailored financial planning and investment management solutions through both advisor-led and model-based strategies.

Janel Kalish is a CFP® with 14 years of industry experience, currently affiliated with Guardian Life. She has worked at Park Avenue Securities and Guardian Life since 2019, and previously held roles at Securities America, Investacorp, Klaas Financial, and Nan M. Zimdars, Inc. Outside of her advisory work, she creates stained glass art, with some pieces featured in Habitat for Humanity fundraisers, and serves as Vice President and Board Member of the Greater Madison Area SHRM. Guardian Life's subsidiary, Park Avenue Securities LLC, 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 tailored client solutions, including access to insurance products and alternative investments.

Matthew Derby is a financial advisor with Guardian Life, holding a Series 66 designation and having two years of industry experience. His prior work includes roles at Park Avenue Securities, Planning Alliance, LPL Financial, Alcove Private Wealth, and Putnam Investments. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, along with access to insurance products and alternative investments.

Joseph Carter is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and 10 years of industry experience. His prior experience includes three years at Merrill. Outside of his advisory work, he is an independent insurance broker and co-owner of family rental property entities. 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 and access to proprietary and third-party advisory solutions.

Stella Fey is a financial advisor with Guardian Life in Buffalo, NY, holding Series 63 and 66 licenses and bringing 20 years of industry experience. She has been with Guardian Life since 2011. Outside of her advisory role, she participates in a university-led study focused on providing SNAP education to low-income households. Guardian Life, operating through Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party advisory solutions, and a range of financial planning and consulting services.

David Fromer is a Series 66-licensed financial advisor at Guardian Life with three years of industry experience. He has worked at both Guardian Life Insurance Company and Park Avenue Securities during this time. Outside of his advisory work, he is involved in a vending business, DT VENDING LLC. 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 combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.

Peter Heckman is a financial advisor at Guardian Life with nine years of industry experience and holds a Series 66 designation. He has worked at Park Avenue Securities and Guardian Life Insurance Company, with overlapping tenures since 2006. Outside of his advisory role, he is a co-owner of Residency to Retirement Wealth, LLC, which sells life, disability, and investment products. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 advisory solutions including discretionary and model-based investment management, financial planning, and access to proprietary and third-party programs.

James Rossi is a financial advisor at Guardian Life with a Series 66 designation and three years of industry experience. His work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, Youpower, Kingsbarn Real Estate Capital, and Ethicon. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned 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 combination of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms, along with tailored financial planning and consulting services.

Zebulon Lewis is a financial advisor at Guardian Life with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities LLC since 2017, concurrently with his role at Guardian Life Insurance Company of America since 2015. Outside of finance, he is involved in volleyball officiating and coaching. Park Avenue Securities LLC, a subsidiary of Guardian Life, 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 insurance products and alternative investments.

Connor Hawkins is a CFP® and ChFC® credentialed advisor with five years of experience, currently affiliated with Guardian Life and Park Avenue Securities. His career includes roles at Guardian Life Insurance Company and Lifetime Financial Growth, as well as several positions at The College of Wooster. Hawkins also maintains a fixed insurance brokerage as an ancillary business. He works with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which offers brokerage and investment advisory services to individuals, institutions, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning, consulting, and investment solutions tailored to client needs.

Garrett McMillan is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential and 15 years of industry experience. He serves as Vice President of TRIAD Wealth, a Missouri-based business registration. McMillan’s career includes continuous service at Park Avenue Securities and Guardian Life since 2011. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a mix of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, along with access to insurance products and alternative investments.

Howard Cohen is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, based in New York, NY, with 14 years of industry experience. He has been with Park Avenue Securities and Guardian Life since 2011. Cohen has participated as a panel moderator at the IvyFon Family Office Forum, leading discussions on real estate and hard asset management. Park Avenue Securities LLC, 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 a range of investment advisory solutions, combining discretionary management with model-based strategies and access to proprietary and third-party programs.