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Bradley W

ChFC®, Series 63, Series 66

Indianapolis, IN

Guardian Life

Bradley Wethington is a financial advisor with Primerica Advisors, holding the ChFC® designation and Series 63 and 66 licenses, with 13 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021 and was previously with SIHO Insurance Services for 12 years. Wethington serves on the Indiana Board of Directors for NAIFA. 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 along with financial and business consulting. The firm uses a range of investment strategies through proprietary and third-party managers, supporting various account types and lending solutions.

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

Series 63, Series 65

Austin, TX

Guardian Life

Teresa Hoffman is a financial advisor with Primerica Advisors based in Austin, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017. Outside of her advisory role, she engages in public speaking on financial topics. Her firm, Park Avenue Securities LLC, serves a wide range of clients including individuals, high-net-worth investors, charitable organizations, and corporations, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes proprietary and third-party investment strategies and supports various 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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Jules B

Series 63, Series 65

Beachwood, OH

Guardian Life

Jules Blakely is a financial advisor at Primerica Advisors with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities, Guardian Life Insurance Company, and Northwestern Mutual in various roles. Blakely has also been a student since 2009. 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 range of investment strategies through proprietary and third-party portfolios, along with financial planning and consulting services.

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

Series 66

Shrewsbury, NJ

Guardian Life

Jeanne Moir is a financial advisor with Primerica Advisors and holds a Series 66 designation, with 13 years of industry experience. She has worked at Guardian Life Insurance Company and Park Avenue Securities since 2004. Outside of her advisory work, she is involved in nonprofit and community activities, serving as a board member of Play2Win, president of the Coastal LeTip networking group, and founder of The Giving Back Forum, which organizes blood drives. Park Avenue Securities LLC serves a diverse 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 a range of proprietary and third-party investment strategies with options for 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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Heather B

Series 63

Minnetonka, MN

Guardian Life

Heather Bantle is a financial advisor with Primerica Advisors based in Minneapolis, MN, holding a Series 63 designation and 15 years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2010. Outside of her advisory role, she holds an agent appointment with an insurance company. Park Avenue Securities 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 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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Xiaolan K

Series 66

Flushing, NY

Guardian Life

Xiaolan Kruk is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. Prior to joining Guardian Life and its affiliate Park Avenue Securities, Kruk worked at National Financial Network and held roles at SK Global Development Advisors, SK Hynix, and Samsung Electronics. Outside of advising, Kruk serves as a guide for Chinese entrepreneurs at the Consumer Electronics Show, assisting with navigation and translation. 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 consulting, and a range of investment advisory programs, including proprietary and third-party model portfolios.

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

CFP®, ChFC®, Series 66

Reston, VA

Guardian Life

Caroline Morris is a CFP® and ChFC® with 13 years of industry experience. She is currently affiliated with Primerica Advisors and has worked at Park Avenue Securities, Guardian Life Insurance Company, Financial Growth Partners, MML Investors Services LLC, and MassMutual Life Insurance Company. Outside of her advisory work, she teaches for the College Funding Coach. 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 alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, and digital advice solutions.

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

Series 65, Series 63

Austin, TX

Guardian Life

Carlos Padilla is a financial advisor with Guardian Life and holds Series 65 and Series 63 licenses. He has 13 years of industry experience and previously worked at Adair Financial PCG, Farmers Financial Solutions, Mutual of Omaha, and Capson Physicians Insurance. He is also involved in the sale and solicitation of insurance through his own entity, Padilla Agency LLC. Park Avenue Securities LLC, 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, and investment advisory programs through a combination of proprietary and third-party managed portfolios.

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

Series 63

Roslyn, NY

Guardian Life

Christopher Koopman is a financial advisor with Primerica Advisors and holds a Series 63 designation. He has 20 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he has participated in modeling for a real estate advertisement. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through 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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Louis M

Series 66

Naples, FL

Guardian Life

Louis Mohn is a Series 66-licensed financial advisor with Primerica Advisors, based in Naples, FL, and has 14 years of industry experience. He has worked with Guardian Life Insurance and Park Avenue Securities since 2011. Outside of his advisory role, he serves on the board of the Louzan Family Scholarship Corporation, a scholarship foundation. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing 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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Mark L

CFP®, ChFC®, Series 63, Series 65

Shrewsbury, NJ

Guardian Life

Mark Lowe is a CFP® and ChFC® with 40 years of industry experience. He has been with Primerica Advisors since 2010 and also maintains roles with Guardian Life Insurance Co. of America and the International Planning Alliance. Outside of his advisory work, he is writing a book on financial products and serves as president of The Conservative Advisor LLC. 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 proprietary and third-party investment programs along with financial planning and consulting services.

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

Series 63, Series 66

Melville, NY

Guardian Life

Stephen Murphy III is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 designations. He has 16 years of industry experience, including roles at New York Life and Guardian Life Insurance. He also works as an independent contractor providing disability insurance through Assurity. Primerica Advisors serves a diverse retail client base, offering both brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital platforms.

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

Series 63, Series 65

Shrewsbury, NJ

Guardian Life

Gregory Campanile is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked at Guardian and Park Avenue Securities since 2015. Campanile is involved in a health insurance group benefits business. 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, financial and business consulting, and employs a range of investment strategies through proprietary and third-party platforms.

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

Series 66

Wall, NJ

Guardian Life

Jason Doviak is a Series 66 licensed financial advisor with 22 years of industry experience. He is currently affiliated with Park Avenue Securities and Guardian Life Insurance Company, having previously worked at Primerica Advisors for 11 years. Outside of his advisory work, he manages several business entities related to tax planning and serves as managing trustee of The Sandy Shores Trust. Park Avenue Securities LLC serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, implementing investment strategies through proprietary and third-party model portfolios, with programs available on discretionary and non-discretionary bases.

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

Series 65, Series 63

Boston, MA

Guardian Life

Lee Newman is a financial advisor at Guardian Life with two years of experience in the industry. He holds Series 65 and Series 63 licenses and has prior work experience with JF Hillebrand. Newman is based in Boston, MA. Guardian Life’s subsidiary, Park Avenue Securities LLC, operates as both a broker-dealer and SEC-registered investment adviser. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage services, financial planning, retirement consulting, and investment advisory programs.

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

Series 66

Wall, NJ

Guardian Life

Brian Cunniff is a financial advisor with Primerica Advisors, holding a Series 66 designation and 16 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance since 2009. Outside of his advisory role, he participates as a trustee in charitable fundraising activities. Park Avenue Securities LLC 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 managers 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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Michael H

Series 63, Series 65

Needham, MA

Guardian Life

Michael Hertz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2001. Outside of his advisory role, he serves as a trustee for an irrevocable trust. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party models 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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Luke B

Series 66

Irvine, CA

Guardian Life

Luke Belden is a financial advisor with Guardian Life holding a Series 66 credential and one year of industry experience. His prior roles include positions at Park Avenue Securities and Proverbs Financial & Insurance Services. Outside of advisory work, he has been involved in outside insurance sales. 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. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs with options for discretionary and non-discretionary management.

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

Series 65, Series 63

New York, NY

Guardian Life

Benjamin Tabar is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has three years of industry experience, including roles at Park Avenue Securities and RGA Investment Advisors. Outside of his advisory work, he runs a CPA and tax preparation service through LBR Enterprises LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and various investment advisory programs using both 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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Allison H

Series 66

Melville, NY

Guardian Life

Allison Henek is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 20 years of industry experience. Her career includes multiple roles within Guardian Life and Park Avenue Securities dating back to 2015. Outside of her advisory work, she is employed as a corporate analyst performing administrative data entry for a hospital. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a subsidiary of The Guardian Life Insurance Company of America. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs to individual, corporate, and charitable clients.

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