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Luke B
Series 66
Irvine, CA
Guardian Life
Luke Belden is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience with roles at Guardian Life, Park Avenue Securities, Proverbs Financial & Insurance Services, and WLA Investments. Outside of advisory work, he is also involved in insurance sales. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management and 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 tailored financial planning and investment management through proprietary and third-party solutions.
Benjamin T
Series 63, Series 65
New York, NY
Guardian Life
Benjamin Tabar is a financial advisor at Guardian Life with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities and RGA Investment Advisors. Outside of his advisory role, he operates LBR Enterprises LLC, which provides CPA and tax preparation services. 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 employs a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.
Allison H
Series 66
Melville, NY
Guardian Life
Allison Henek is a financial advisor at Guardian Life with 20 years of industry experience and holds a Series 66 designation. She has worked primarily with Park Avenue Securities and Guardian Life since 2008. In addition to her advisory role, she is employed as a corporate analyst performing administrative data entry for a hospital. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate retirement plans, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary wrap programs, third-party advisory solutions, and integrated lending options.
Andrew G
Series 66
Needham, MA
Guardian Life
Andrew Guyton is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 13 years of industry experience. He has worked at Guardian Life and its affiliates since 2013 and operates a marketing business under the brand "The Guyton Group." He also serves as a board member of the Veterans Count Seacoast Chapter and participates in charitable giving initiatives through the 1623 Foundation. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, businesses, and institutions. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to insurance products, alternative investments, and integrated lending options.
Lance S
Series 63, Series 65
Fort Worth, TX
Guardian Life
Lance Stamper is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked at Guardian Life and Park Avenue Securities since 2013. He also assists clients with United Healthcare Medicare options for those aged 65 and older. 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, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.
Lee P
Series 63
Tiger, GA
Guardian Life
Lee Penland is a financial advisor with Guardian Life, holding a Series 63 designation and bringing 47 years of industry experience. Prior to joining Guardian Life, he worked at Kestra Advisory and Kestra Investment Services, with over 27 years at those firms collectively. Penland is involved with the Lake Burton Civic Association and operates Penland Associates, LLC, a side business. Guardian Life’s affiliate, Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and advisory services, combining advisor-led discretionary management with model-based strategies, proprietary programs, third-party solutions, and integrated lending options.
Anthony D
Series 66
San Diego, CA
Guardian Life
Anthony D'angelo is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Park Avenue Securities and WestPac Wealth Partners. Prior to his financial advisory career, he worked at Unishippers and Seismic and was a student from 2013 to 2021. 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 tailored client relationships through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory solutions.
Dustin D
Series 66
Athens, GA
Guardian Life
Dustin Demersseman is a Series 66-licensed financial advisor with Guardian Life, based in Athens, GA, and has two years of industry experience. Prior to joining Guardian Life, he worked at Lee University and in various administrative and service roles. Guardian Life, through its Park Avenue® Wealth Management subsidiary, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party advisory programs.
Joseph V
Series 63, Series 66
Charlotte, NC
Guardian Life
Joseph Vaughn is a financial advisor at Guardian Life with three years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Guardian Life in 2026, Vaughn worked at LPL Financial from 2023 to 2026. Guardian Life operates through Park Avenue® Wealth Management, serving individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a mix of advisor-led discretionary management and model-based strategies, incorporating proprietary programs and third-party platforms, with tailored client relationships and access to insurance products and alternative investments.
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 licenses and has worked extensively with Park Avenue Securities and Guardian Life since 2014. Outside of his advisory work, Tisch is involved in business consulting for professional athletes and business owners through SWAG Business Consulting and is a passive owner of a full-service salon in Tampa. 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 advisor-led discretionary management, model-based strategies, and access to proprietary and third-party advisory solutions.
Nicholas T
Series 66
Charlotte, NC
Guardian Life
Nicholas Todd is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. He previously worked at Park Avenue Securities and has a background that includes roles at Clemson University and involvement in marketing. Outside of his advisory work, he provides basketball lessons and serves on the board of the Charlotte Clemson Club Alumni Association and the Lake Norman Young Professionals networking group. Park Avenue Securities LLC, part of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, and charitable organizations. The firm uses a combination of advisor-led discretionary management and model-based strategies while providing access to proprietary programs, third-party advisory solutions, and integrated lending options.
David M
CFP®, Series 63
Melville, NY
Guardian Life
David Michaels is a CFP® professional affiliated with Guardian Life and Park Avenue Securities, with 27 years of experience in the financial industry. He has spent his career primarily with Park Avenue Securities, a subsidiary of Guardian Life, working there continuously since 1999. Park Avenue Securities provides brokerage and investment advisory services to individuals, including high-net-worth clients, as well as 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 affiliation with Guardian Life.
Tyler S
Series 66
Farmington, CT
Guardian Life
Tyler Sadak is a financial advisor at Guardian Life with one year of industry experience. He holds the Series 66 designation and previously worked with Certified Financial Services and Park Avenue Securities. Outside of advising, he works as an independent contractor selling insurance products not affiliated with Guardian Life. Guardian Life’s subsidiary, Park Avenue Wealth Management, offers brokerage and advisory services to individuals, retirement plan sponsors, and charitable organizations, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.
Matthew M
ChFC®, Series 63, Series 65
Birmingham, AL
Guardian Life
Matthew Mcdowell is a financial advisor at Guardian Life with nine years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Mcdowell is president of Greater Crestwood Inc., a neighborhood association in Birmingham, AL. He is affiliated with Park Avenue Securities LLC, a subsidiary of Guardian Life, which 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, providing tailored financial planning, consulting, and access to both proprietary and third-party investment solutions.
Peter M
Series 63, Series 65
Wall, NJ
Guardian Life
Peter Mccarthy is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include a 12-year tenure at E D & F Man Capital Markets Inc. Outside of his advisory work, he serves on the board of the YMCA of Greater Monmouth County and is involved in business planning through Core One Consulting LLC. 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 access to proprietary and third-party advisory solutions, alongside specialized services including insurance products and alternative investments.
Gerard T
Series 63, Series 65
Rye Brook, NY
Guardian Life
Gerard Tavella is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked exclusively with Park Avenue Securities and Guardian Life since 2006. Tavella is involved in a business venture owning an interest in Strategies for Wealth through Three Elles, 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 education services tailored to client needs.
Charles W
Series 63, Series 65
Cincinnati, OH
Guardian Life
Charles Williams II is a financial advisor with Guardian Life, 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 and previously with A. G. Edwards & Sons, Inc. in 2006. Outside of advisory work, 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, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning, consulting, and investment management solutions through proprietary and third-party platforms.
Evan B
CFP®, Series 63, Series 65
Needham, MA
Guardian Life
Evan Banks is a CFP® with 25 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2000 and 2001 respectively. He serves as a trustee for family trusts, a role that involves oversight responsibilities outside of his advisory work. 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 tailored financial planning and consulting through advisor-led discretionary management combined with model-based strategies, leveraging proprietary and third-party platforms.
Dean R
Series 63, Series 66
Garden City, NY
Guardian Life
Dean Rothman is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and possessing 25 years of industry experience. He has been with Park Avenue Securities since 2003 and Guardian Life since 2002. Rothman also engages in health insurance sales outside of Guardian through a fellow Guardian broker. Park Avenue Securities LLC, a subsidiary of 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 financial planning, consulting, and access to both proprietary and third-party investment solutions.
John M
Series 66
Boston, MA
Guardian Life
John Matuszewski is a financial advisor at Guardian Life with a Series 66 designation and recent experience at Park Avenue Securities and Guardian Life Insurance Company. He has held roles at several firms and organizations since 2020, including Northeast Financial Network and Kennebunkport Marina. 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 advisor-led discretionary management alongside model-based strategies, with access to proprietary programs and third-party solutions.
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