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Jack I
Series 66
Reston, VA
Guardian Life
Jack Island is a financial advisor at Guardian Life with a Series 66 credential and three years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance. Outside the financial sector, he has worked in hospitality and service roles at Bushel and a Peck Kitchen and Bar, Konstantine's Greek Taverna, and the Virginia Tech Golf Course. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm uses a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms, to tailor client relationships across various mandates and consulting services.
Craig F
Series 63, Series 65
Farmington, CT
Guardian Life
Craig Feinberg is a financial advisor at Guardian Life with 24 years of industry experience. He has been with Guardian Life since 2010. Outside of his advisory work, he is involved with the Make-A-Wish Foundation of Northern New Jersey, leading a 501(c)(3) agency golf outing to benefit the organization. He also serves as a member of the Planning Board of Tenafly, New Jersey. Guardian Life’s Park Avenue® Wealth Management platform serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a broad range of financial planning and consulting services, leveraging proprietary programs and third-party solutions.
Gregory K
CFP®, Series 63, Series 66
Houston, TX
Guardian Life
Gregory Kendall is a Financial Consultant at Fidelity Investments, a position he has held since 2022. In this role, he works with clients to develop and implement financial plans tailored to their unique financial goals, utilizing the resources and expertise available at Fidelity Investments. Prior to joining Fidelity, he served as Vice President and Senior Advisor Consultant at Franklin Templeton Investments from 2010 to 2022. He began his financial career as a Personal Banker at Wells Fargo Bank from 2007 to 2010. Mr. Kendall holds an Arkansas Insurance License, which supports his work in providing comprehensive financial consulting services. His professional experience encompasses financial planning and client relationship management, particularly with high net worth individuals and families.
Morgan K
Series 66
Rochester, MN
Guardian Life
Morgan Krakowski is a financial advisor at Guardian Life with one year of industry experience. He holds the Series 66 designation and has worked previously at Hegland Mainz Financial and Park Avenue Securities. Krakowski’s background includes several years at Gustavus Adolphus College in various roles. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, businesses, and organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting solutions tailored to clients’ needs.
Jared F
Series 63, Series 65
Irvine, CA
Guardian Life
Jared Furlong is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations. Although he has less than one year of industry experience, his background includes recent roles at both firms. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 financial planning and investment solutions through advisor-led and model-based strategies, integrating proprietary programs and third-party platforms.
Thomas P
Series 66
Tarrytown, NY
Guardian Life
Thomas Pallogudis is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 28 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2009. Outside of his advisory role, he is the founder of Women on the Verge, an initiative focused on promoting stories of women and providing financial literacy related to life challenges. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, offers 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 provides a range of financial planning and consulting services, supported by its affiliation with Guardian Life and access to various insurance products and alternative investments.
Andrew N
Series 66
Jamestown, NY
Guardian Life
Andrew Nelson is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including prior work at Schaffner Knight Minnaugh & Co., P.C. from 2006 to 2025. Outside of advising, he serves on the Board of Directors for Absolute Love Adoptions, Inc., and provides independent business consulting services focused on strategic planning and organizational development. Guardian Life’s Park Avenue Wealth Management offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofits. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.
Braezen S
CFP®, Series 63, Series 66
Florham Park, NJ
Guardian Life
Braezen Subick is a CFP®-certified financial advisor with 13 years of industry experience, currently with Guardian Life in Florham Park, NJ. He previously spent 10 years with Edward Jones before joining Guardian Life in 2025. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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, with access to insurance products, alternative investments, and a range of financial planning and consulting services.
David B
Series 63, Series 65
Irvine, CA
Guardian Life
David Bolton is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked in multiple roles at Guardian Life and Park Avenue Securities since 2016. Outside of his advisory work, Bolton is involved in providing life insurance services beyond Guardian policies. 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 advisor-led discretionary management, model-based strategies, proprietary programs, and third-party platforms.
Mordechai M
Series 63, Series 65
New City, NY
Guardian Life
Mordechai Meisels is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. His career includes roles at Citigroup Global Markets from 2004 to 2009, followed by concurrent positions at Park Avenue Securities and Guardian Life since 2009. He is also involved with Wealth Advisory Group LLC, which solicits non-Guardian insurance products. 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 combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, education, and consulting services tailored to client needs.
Gregory H
CFP®, Series 65, Series 66
Woodcliff Lake, NJ
Guardian Life
Gregory Hubbard is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Guardian Life and Park Avenue Securities. He has worked extensively within Guardian-related firms since 2001. Outside of his advisory role, he is involved in fee-based consulting for business and estate planning through Planning Alliance Consulting, LLC. 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 combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and proprietary investment solutions.
Aidan K
CFA®, Series 66
Woodcliff Lake, NJ
Guardian Life
Aidan Kokodynski is a CFA® and holds a Series 66 license with experience beginning in 2026. He is currently associated with Guardian Life and Park Avenue Securities. His prior roles include positions at Nexamp, Inc., Siharum Advisors, LLC, and Northwestern Mutual. 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 combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments through its connection with Guardian Life.
Adam W
Series 66
Winston-Salem, NC
Guardian Life
Adam Whicker is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 13 years of industry experience. He has been with Guardian and Park Avenue Securities since 2011. Outside his advisory role, he is involved in selling traditional life 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, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning and consulting services tailored to client needs.
Billy G
Series 66
Macon, GA
Guardian Life
Billy Gaskins is a financial advisor with Guardian Life in Macon, GA, holding a Series 66 designation and 17 years of industry experience. He has been associated with Guardian Life and its affiliates since 2009 and has worked with Park Avenue Securities since 2018. Outside of his advisory role, he operates Gaskins Wealth Management as a separate business activity. Guardian Life's subsidiary, Park Avenue Securities, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. 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.
William C
Series 66
Knoxville, TN
Guardian Life
William Crass is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation. He has been in the industry since 2024 and previously has experience working with local churches and as a self-employed insurance agent. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm provides financial planning and consulting through both advisor-led discretionary management and model-based strategies, utilizing proprietary and third-party platforms.
Christopher H
Series 63, Series 65
Rye Brook, NY
Guardian Life
Christopher Hufferdine is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has 18 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, The Herbst Group, LLC, and ICAP Corporates, LLC. He serves as president of the Chappaqua Rotary Club. 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 combination of advisor-led discretionary management and model-based strategies, with access to proprietary wrap programs, third-party advisory solutions, and digital advisory platforms.
Thomas L
CFP®, Series 63
Needham, MA
Guardian Life
Thomas Licciardello is a CFP® with 25 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He previously spent over 30 years at Compass Securities Corporation. Licciardello has operated Licciardello Financial Services since 1998 as a principal. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporations, and charitable organizations. The firm provides customized financial planning, discretionary management, and access to proprietary and third-party investment solutions.
Travis H
Series 66
Melville, NY
Guardian Life
Travis Hayon is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience and has previously worked with Park Avenue Securities, The Neefus-Stype Agency, and Cornerstone Insurance Services. Outside of his advisory role, he serves as the Interim Membership Chair for LeTip, a professional networking organization. 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 a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment platforms.
Michael C
Series 63, Series 66
Columbus, OH
Guardian Life
Michael Capobianco is a financial advisor at Guardian Life with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Prudential Insurance Company of America, Santander Bank, and Bank of America. Outside of his advisory work, he is involved in commercial building painting and coating through his ownership of Finished Product Inc. LLC and also works with Uber Eats. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate clients, and charitable organizations. The firm provides tailored financial planning and management strategies combining advisor-led discretionary management with model-based approaches, supported by a range of proprietary and third-party platforms.
Philemon K
Series 63, Series 65
Irvine, CA
Guardian Life
Philemon Kang is a financial advisor with Guardian Life, holding Series 63 and Series 65 credentials and over 15 years of industry experience. He has been with Guardian Life since 2015. Kang is also the owner of WestPac Wealth Partners, Bay Area, LLC. Guardian Life’s affiliate, 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 a range of financial planning, consulting, and investment solutions tailored to client needs.
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