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Andrew G
Series 66
Needham, MA
Guardian Life
Andrew Guyton is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life, holding a Series 66 credential and 13 years of industry experience. He has been associated with Guardian Life and Park Avenue Securities since 2013. Outside of his advisory role, Guyton is involved in charitable activities, serving on the board of the Veterans Count Seacoast Chapter and participating in local charitable giving groups. Park Avenue Securities LLC provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm integrates proprietary and third-party model portfolios and offers a lower-fee hybrid digital advisory solution, serving a broad client base including high-net-worth individuals.
Lance S
Series 63, Series 65
Fort Worth, TX
Guardian Life
Lance Stamper is a financial advisor with Primerica Advisors based in Fort Worth, TX, holding Series 63 and Series 65 licenses and 12 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company. He also assists clients aged 65 and older with Medicare-related matters through United Healthcare. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, financial planning, and retirement consulting. The firm employs a range of investment strategies including proprietary model portfolios and third-party managers, offering both discretionary and non-discretionary account management.
Lee P
Series 63
Tiger, GA
Guardian Life
Lee Penland is a financial advisor with Guardian Life who holds a Series 63 designation and has 47 years of industry experience. He previously worked at Kestra Advisory and Kestra Investment Services, LLC for over 20 years before joining Guardian Life. Outside of his advisory role, Penland is involved with the Lake Burton Civic Association and operates Penland Associates, LLC. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension plans, charitable organizations, and corporate clients by offering brokerage services, financial planning, and investment advisory programs that include proprietary and third-party models.
Anthony D
Series 66
San Diego, CA
Guardian Life
Anthony D'Angelo is a financial advisor with Guardian Life and Series 66 registration. He has one year of industry experience, including roles at Park Avenue Securities and WestPac Wealth Partners. Prior to entering the financial industry, he worked in logistics and technology sectors. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships using a mix of proprietary and third-party models.
Dustin D
Series 66
Athens, GA
Guardian Life
Dustin Demersseman is a financial advisor at Guardian Life with two years of industry experience. He holds a Series 66 designation and has worked at Guardian Life since 2024. Prior to his current role, he spent five years at Lee University and has experience as a caddie master and at a high school. He is also involved with DeMersseman and Associates Incorporated, an investment-related business. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by offering brokerage services, financial planning, retirement plan consulting, and a variety of advisory programs, including discretionary and non-discretionary portfolios using both proprietary and third-party strategies.
Joseph V
Series 63, Series 66
Charlotte, NC
Guardian Life
Joseph Vaughn is a financial advisor with Guardian Life in Charlotte, NC, holding Series 63 and Series 66 credentials and three years of industry experience. Prior to joining Guardian Life in 2026, he worked at LPL Financial from 2023 to 2026. Guardian Life’s subsidiary, Park Avenue® Wealth Management, 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.
Michael T
Series 63, Series 66
Fort Myers, FL
Guardian Life
Michael Tisch is a financial advisor at Guardian Life with 28 years of industry experience. He holds Series 63 and Series 66 designations and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company since 2014. Outside of his advisory role, Tisch is involved in business consulting through SWAG Business Consulting, which supports business owners and professional athletes in organizing their personal lifestyles, and he is a passive owner of a full-service salon in Tampa. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of advisory programs that include proprietary and third-party strategies.
Nicholas T
Series 66
Charlotte, NC
Guardian Life
Nicholas Todd is a financial advisor at Primerica Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory work, he is involved in community activities such as organizing basketball lessons, serving as a networking chair for the Charlotte Clemson Club Board, and participating on the boards of local professional networking groups. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports both discretionary and non-discretionary account management.
David M
CFP®, Series 63
Melville, NY
Guardian Life
David Michaels is a CFP® professional with 27 years of experience in the financial industry. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 1999 in various roles. 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 a range of financial planning, retirement consulting, and investment advisory programs, including discretionary and non-discretionary services with model portfolios from in-house and third-party managers.
Tyler S
Series 66
Farmington, CT
Guardian Life
Tyler Sadak is a financial advisor with Primerica Advisors holding a Series 66 designation and has recently entered the industry. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is an independent contractor selling insurance products not affiliated with Guardian. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes a variety of proprietary and third-party investment strategies and offers both discretionary and non-discretionary account management options.
Matthew M
ChFC®, Series 63, Series 65
Birmingham, AL
Guardian Life
Matthew Mcdowell is a financial advisor with Primerica Advisors in Birmingham, AL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has nine years of industry experience and has worked with Guardian Life Insurance Company and Park Avenue Securities. He serves as president of the Greater Crestwood neighborhood association. Park Avenue Securities LLC serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.
Peter M
Series 65, Series 63
Wall, NJ
Guardian Life
Peter Mccarthy is a financial advisor with Guardian Life and Park Avenue Securities who holds Series 65 and Series 63 licenses and has 36 years of industry experience. His prior roles include twelve years at E D & F Man Capital Markets Inc., and more recent positions at C & A Financial Group, LLC. He serves as a board member of the YMCA of Greater Monmouth County and is involved in business planning through Core One Consulting LLC. Park Avenue Securities LLC operates as a dually registered broker-dealer and SEC-registered investment adviser under Guardian Life, serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a variety of investment advisory programs, including both discretionary and non-discretionary options.
Gerard T
Series 63, Series 65
Rye Brook, NY
Guardian Life
Gerard Tavella is a financial advisor with Primerica Advisors based in New York, NY, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance since 2006. Outside of his advisory role, he manages an ownership interest in Strategies for Wealth through Three Elles, LLC. Park Avenue Securities serves a diverse retail client base, including individuals, high-net-worth investors, and charitable organizations, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary model portfolios and third-party managers, supporting discretionary and non-discretionary accounts with various financial planning and consulting services.
Charles W
Series 63, Series 65
Cincinnati, OH
Guardian Life
Charles Williams II is a financial advisor with Primerica Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with Guardian Life Insurance Company of America and Park Avenue Securities since 2007. Outside of his advisory role, he consults for a teleradiology medical practice and serves on the boards of the Thank America First Foundation and the Cincinnati Blue Line Foundation. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting. The firm manages approximately $15 billion in assets and supports a range of investment strategies and account features through an integrated operating model.
Evan B
CFP®, Series 63, Series 65
Needham, MA
Guardian Life
Evan Banks is a CFP® professional with 24 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has a longstanding career at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he serves as a trustee for family trusts. 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 a range of brokerage and advisory services, utilizing proprietary model portfolios and third-party investment managers across discretionary and non-discretionary accounts.
Dean R
Series 63, Series 66
Garden City, NY
Guardian Life
Dean Rothman is a financial advisor with Primerica Advisors based in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Park Avenue Securities since 2003 and at Guardian Life Insurance Company of America since 2002. Rothman also engages in health insurance activities through a fellow Guardian financial representative. Park Avenue Securities 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 mix of proprietary and third-party investment strategies and provides various financial planning, retirement, and business consulting services.
John M
Series 66
Boston, MA
Guardian Life
John Matuszewski is a financial advisor with Guardian Life, holding a Series 66 designation and based in Boston, MA. He has held roles at several firms, including Park Avenue Securities, Guardian Life Insurance Company, and Northeast Financial Network. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage and advisory services.
Mario M
Series 63, Series 65
Pittsford, NY
Guardian Life
Mario Melidona is a financial advisor with Primerica Advisors in Pittsford, NY, holding Series 63 and Series 65 credentials and having six years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance, and he is also involved in physical therapy through ownership of Melidona Physical Therapy, PLLC. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a variety of investment strategies including proprietary model portfolios, third-party managers, and a digital advice platform, managing approximately $15 billion in regulatory assets under management.
Wesley B
Series 66
Boise, ID
Guardian Life
Wesley Brinkman is a financial advisor at Primerica Advisors with nine years of industry experience and holds a Series 66 designation. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance, and Ameritas Advisory Services. Outside of his advisory work, he serves as co-chair of the Firewise Committee for The Columbia Village Subdivision. Primerica Advisors operates as part of a large enterprise serving a broad retail client base with a variety of brokerage and advisory services, including financial planning and retirement consulting. The firm utilizes a combination of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.
Joseph S
Series 63, Series 65
Costa Mesa, CA
Guardian Life
Joseph Silla is a financial advisor with Primerica Advisors in Costa Mesa, CA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior work includes roles at Guardian Life Insurance Company and Park Avenue Securities. In addition to his advisory work, he provides clients with insurance products such as long-term care, income annuities, disability, and life insurance outside of Guardian. 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 fee-based advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary model portfolios, third-party managers, and digital advice solutions.
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