David Parkes is a CFP® with 17 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company since 2007. Outside of his advisory role, he serves as an executor for a family member’s estate. 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, utilizing a range of proprietary and third-party investment strategies and programs.

Kamerick Rampersad is a financial advisor with Primerica Advisors and holds a Series 63 designation. He has 23 years of industry experience and has worked with Park Avenue Securities and Guardian Life Insurance Company since 2014. In addition to his advisory work, he provides health and Medicare insurance services and is a licensed real estate salesperson. Park Avenue Securities 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 strategists, and a digital advice platform.

Richard Rubenstein is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Primerica Advisors since 1999 and is currently affiliated with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, Rubenstein serves as Chairman of the National Board of Directors for Cure SMA and maintains a general law practice. Park Avenue Securities serves a diverse retail client base including individual and high-net-worth investors, offering both brokerage and fee-based advisory services. The firm employs a range of proprietary and third-party investment strategies and provides integrated financial planning, retirement consulting, and business advisory solutions.

Jace Kyle is a financial advisor at Guardian Life with Series 66 credentials and five years of industry experience. He has worked at Park Avenue Securities since 2020 and previously attended West Virginia University from 2016 to 2020. Outside of his advisory work, he serves as an adjunct professor at Davis and Elkins College and is the secretary of the Tygart Valley Lions Club. He also holds a board member position with the Youth Health Service. He works at Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, and advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of discretionary and non-discretionary advisory solutions, including model portfolios and a digital advisory platform.

Steven Travaglini Sr. is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked at Primerica Advisors since 1999 and has been affiliated with Guardian Life Insurance Company of America since 1997. In addition to his advisory role, he operates an insurance services business offering non-Guardian insurance products. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, providing both brokerage and fee-based advisory services alongside financial planning and retirement consulting. The firm utilizes a range of proprietary and third-party investment strategies and offers various account-level services such as lending solutions and donor-advised funds.

Theresa Artac is a CFP® professional with nine years of industry experience, currently affiliated with Primerica Advisors. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018 and previously at Ameriprise Financial Services, Inc. from 2015 to 2018. In addition to her advisory role, she places insurance and fixed annuity contracts outside of Guardian/PAS offerings. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, providing brokerage, advisory, and financial planning services. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services such as lending solutions and donor-advised funds.

Eric Bloom is a CFP® with 29 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has an extensive background with Guardian Life Insurance Company and Park Avenue Securities. In addition to his advisory work, he has provided health insurance coverage and various insurance products to small business clients. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and business consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports multiple account-level features, including securities-based lending and tax-harvesting.

Sanford Aderson is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding a Series 63 designation and 24 years of industry experience. He has worked at Park Avenue Securities, Strassburger McKenna, Guardian Life Insurance Company of America, and Luttner Financial Group since 1999 or earlier. Outside of his advisory roles, he serves as a trustee of a perpetual charitable testamentary trust and is a board member of the Westmoreland Country Club and Madison on Bellefield condo association. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage, advisory, financial planning, and consulting services. The firm uses a mix of proprietary and third-party investment strategies and supports discretionary and non-discretionary account management across a variety of investment vehicles.

David Krouse Jr. is a CFP® professional with 15 years of industry experience, currently affiliated with Primerica Advisors in Edwardsville, IL. His work history includes multiple roles at Guardian Life Insurance Company and Park Avenue Securities dating back to 2015. Outside of his advisory work, he has acted alongside his wife in occasional productions. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary models and third-party managers, supporting both discretionary and non-discretionary accounts.

Terence Mcglynn is a financial advisor with Primerica Advisors and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 38 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. He also operates TGM Financial Group, focusing on fixed annuities and health insurance sales. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting solutions.

Andrew Schwandt is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and previously worked at Park Avenue Securities. Outside of finance, he has experience in education through roles at multiple Catholic schools and involvement with Global Land Solutions since 2018. Park Avenue Securities LLC operates as Park Avenue® Wealth Management, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage and advisory services. The firm offers both discretionary and non-discretionary investment management, combining proprietary and third-party advisory programs.

Drew Bukowiec is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Aon, the New York Jets, Deal Golf and Country Club, and Manhattan Bagel. Park Avenue Securities LLC, a wholly owned subsidiary of 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 investment advisory programs.

Thomas Garner is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has six years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. His background also includes positions at Equitable Advisors and AXA Advisors LLC. 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 transaction-based brokerage and fee-based advisory services, utilizing a mix of proprietary and third-party investment strategies.

Michael Donofrio is a CFP® professional with 28 years of industry experience, currently with Park Avenue Securities and Guardian Life Insurance Company. He has worked with these firms since 1997 and 2007 respectively. He is also the owner of Donofrio Financial Management, LLC, which handles some insurance commissions and renewals for outside carriers. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial and business consulting. The firm employs a diverse range of investment strategies through proprietary and third-party platforms and supports various account-level services such as lending solutions and donor-advised funds.

Matthew Buggey is a CFP®-designated financial advisor with 11 years of industry experience. He is currently affiliated with Primerica Advisors and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2014. Buggey serves as a board member of the Baptist Homes Foundation. 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 utilizes a mix of proprietary and third-party investment strategies and provides various account-level services such as lending solutions and donor-advised funds.

Bruce Miller is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. He has worked with Primerica Advisors since 2008 and is also affiliated with Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary model portfolios, third-party managers, and digital advice solutions.

Michael Levine is a financial advisor at Primerica Advisors with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at both Primerica Advisors and Guardian Life Insurance Company since 2014. Outside of his advisory role, he also writes property and casualty, health, life, and long-term care insurance. Primerica Advisors 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, employing various investment strategies through proprietary and third-party platforms.

James Dargusch is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and having 34 years of industry experience. He founded Planned Giving Consultants, LLC, which focuses on planned gift fundraising strategies. He is also involved with several nonprofit boards, including the March of Dimes Philadelphia Market Board and the Jefferson Health Care Foundation. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships and employs a combination of proprietary and third-party model portfolios.

Brook Thompson is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Guardian Life Insurance Company, Park Avenue Securities, and Waddell & Reed Inc. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary model portfolios, third-party managers, and digital advice platforms.

Megan Sheridan is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Primerica Advisors in Las Vegas, NV. She has previously worked with Guardian Life Insurance Company, Park Avenue Securities, Mass Mutual Investors Services, MassMutual Life Insurance Co, and Equitable Advisors. Outside of her advisory role, she serves as treasurer for Pro Business Connection and is a founding member, community director, and treasurer of She Sparks; she also works as a bartender at Rhodes Ranch Golf Course. Primerica Advisors serves a broad retail client base, offering both brokerage and fee-based advisory services along with financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account services including lending solutions and donor-advised funds.