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Fateh S

Series 63, Series 65

Middleton, MA

Guardian Life

Fateh Sokkar is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. He has eight years of industry experience, including roles at Park Avenue Securities, Pioneer Financial Group, and New York Life Insurance Company. Sokkar has also worked in group insurance with Principal. He is affiliated with Park Avenue Securities LLC, which serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs, utilizing both 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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James C

Series 63, Series 66

King of Prussia, PA

Guardian Life

James Cox is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2012. Outside of his advisory role, he is involved in local arts organizations, serving as Treasurer for the Arts Community of Easton and participates in animal advocacy through the Animal Defenders of Greater Lehigh Valley. He also maintains a personal art sale website and writes articles for the platform Medium. Park Avenue Securities LLC serves a diverse retail client base including individual investors, high-net-worth clients, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing proprietary and third-party investment strategies across multiple platforms.

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

Series 63, Series 66

Quakertown, PA

Guardian Life

Donald Connors is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been associated with Guardian Life since 2011 and Park Avenue Securities since 2022. Outside of his advisory role, Connors is the owner of LifePoint Financial LLC, which manages residual commissions for life and disability insurance. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, including high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory services with a blend of proprietary and third-party investment models.

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

ChFC®, Series 63, Series 65

Florham Park, NJ

Guardian Life

Christopher Ransom is a financial advisor with Primerica Advisors and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 14 years of industry experience, including roles at Guardian Life Insurance Company and Primerica Advisors. Outside of his advisory work, he is involved in selling insurance production beyond his Guardian affiliation. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services with a range of investment programs and account-level solutions. The firm uses a combination of proprietary and third-party investment strategies and supports various account management features including discretionary and non-discretionary options.

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

Series 66

New York, NY

Guardian Life

Li Li is a financial advisor with Primerica Advisors and holds a Series 66 designation. Li has one year of industry experience and previously worked at Park Avenue Securities and Guardian Life Insurance Company, with over two decades at AT&T. Li serves as an adjunct professor at New York University. Park Avenue Securities LLC serves a broad retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a variety of investment strategies through discretionary and non-discretionary accounts.

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

Series 63, Series 65

Milton, FL

Guardian Life

Jay Rinehart is a financial advisor with Guardian Life, holding Series 63 and Series 65 designations and 14 years of industry experience. His prior work includes roles at Northwestern Mutual Wealth Management Company and New York Life. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America. The firm serves individual and institutional clients, providing brokerage services, financial planning, retirement plan consulting, and a blend of proprietary and third-party investment advisory programs.

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

Series 63, Series 65

Melville, NY

Guardian Life

Michael O'Sullivan is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at Park Avenue Securities since 2012 and Guardian Life Insurance Company since 2008. Outside of his advisory work, he is a notary public in Suffolk County, New York. Park Avenue Securities serves a wide 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 portfolios, supporting both discretionary and non-discretionary management across various asset types.

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

Series 63, Series 65

Atlanta, GA

Guardian Life

Samuel Renken is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked with Guardian Life and Park Avenue Securities since 2018 and previously held roles at Mass Mutual and Mutual of Omaha. Outside of his advisory work, he is involved as a board member of the Hambidge Center, an organization offering residencies and workshops in the visual and culinary arts. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individual, high-net-worth, and institutional clients with brokerage services, financial planning, and investment advisory programs using a range of model portfolios and technology-driven solutions.

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

Series 63, Series 65

Cincinnati, OH

Guardian Life

Gregory George is a financial advisor with Primerica Advisors in Cincinnati, OH, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Primerica Advisors since 2012 and has been associated with Guardian Life Insurance Co. of America since 2011. Outside of his primary roles, he is involved in insurance products beyond Guardian Life and engages in prospecting business owners for LS Benefits. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with a range of brokerage and advisory services. The firm implements investment strategies through proprietary and third-party portfolios 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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Daniel J

Series 66

Hunt Valley, MD

Guardian Life

Daniel Jemibewon is a financial advisor at Primerica Advisors with a Series 66 designation and no prior industry experience. His work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, Financial Growth Partners, Amazon, Citigroup, Google, Management Leadership for Tomorrow, and Procter & Gamble. Outside of finance, he is involved in life coaching. 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 a range of brokerage and advisory services, utilizing proprietary model portfolios and third-party managers, and supports various investment options and lending solutions.

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

Series 66

San Diego, CA

Guardian Life

Charbel Ghaby is a financial advisor with Guardian Life and holds a Series 66 designation, bringing six years of industry experience. He has worked with both Guardian Life Insurance Company and its subsidiary Park Avenue Securities throughout his career. Outside of his advisory role, he serves as treasurer for the nonprofit Mountain Ave. Committed to Kids and is a board member and CFO of The Hummingbird Project, a nonprofit organization. Park Avenue Securities, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, and investment advisory programs through proprietary and third-party models.

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

Series 66

Pittsburgh, PA

Guardian Life

Ryan Wirth is a financial advisor at Primerica Advisors with a Series 66 designation and three years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is involved in community and nonprofit activities, including serving as a board member for Envision Blind Sports and a trustee for the Arc of Greater Pittsburgh, as well as volunteering with Students with Exceptional Abilities and officiating football. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting. The firm manages assets through various models and platforms, supporting both discretionary and non-discretionary accounts with a wide range of investment options.

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

Series 66

Holmdel, NJ

Guardian Life

Michael Schwartz is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 19 years of industry experience. He has worked at Guardian Life and Park Avenue Securities since 2009. Outside of his primary roles, he operates Schwartz Planning Group, LLC, through which he manages his own advisory business. 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 involving both proprietary and third-party models.

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

Series 63, Series 65

El Paso, TX

Guardian Life

Thomas Goldfarb is a financial advisor with Primerica Advisors in El Paso, TX, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with Guardian Life Insurance Co of America since 2008 and with Primerica Advisors since 2000. Outside of his advisory work, he serves as president of the Executive Committee of the El Paso Holocaust Museum and Study Center. 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 a range of investment programs and financial planning solutions, utilizing proprietary and third-party model portfolios and supporting various account-level features including securities-based lending.

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

CFP®, Series 63, Series 66

Scottsdale, AZ

Guardian Life

Joshua Brown is a financial advisor at Guardian Life with 10 years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to his current roles at Guardian Life and Park Avenue Securities, he spent four years at The Vanguard Group. Outside of finance, he consults for retail and e-commerce merchants through Lighthouse Payments LLC. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement consulting, and investment advisory programs, including both discretionary and non-discretionary models.

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

CFP®, Series 63

New York, NY

Guardian Life

Hector Rivera is a CFP®-certified financial advisor with 15 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2015. Rivera also writes articles on financial planning as an outside activity. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering a mix of brokerage and advisory services with multiple proprietary and third-party investment programs.

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

Series 66

Beachwood, OH

Guardian Life

Zachary Dahmen is a Series 66-licensed financial advisor at Primerica Advisors with four years of industry experience. He has worked at Park Avenue Securities since 2021 and has been associated with Guardian Life Insurance Company since 2019. Dahmen also has experience with Lifetime Financial Growth and studied at The Ohio State University from 2015 to 2019. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary models, third-party managers, and digital advice platforms.

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

Series 63, Series 65

Irvine, CA

Guardian Life

Paul Finchamp is a financial advisor with Primerica Advisors in Covina, CA, holding Series 63 and Series 65 licenses and bringing 43 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co. of America since 2009. In addition to his advisory role, he is actively engaged in the group insurance business, focusing on health plans and ancillary employer-sponsored benefits. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base through brokerage and advisory services, including financial planning and retirement consulting. The firm offers various proprietary and third-party investment programs and supports multiple 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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John M

Series 63, Series 66

Melville, NY

Guardian Life

John Melkun is a financial advisor at Guardian Life with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018. Prior to entering finance, he was employed at Audi for two years. 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, and investment advisory programs that include both proprietary and third-party models.

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

CFP®, Series 63, Series 65

Mobile, AL

Guardian Life

Jonathan Zimlich is a financial advisor with Primerica Advisors in Mobile, Alabama, holding CFP®, Series 63, and Series 65 designations and bringing 31 years of industry experience. He has been with Primerica Advisors since 1999 and has also worked with The Guardian Life Insurance Company since 1993. Outside of his advisory role, he volunteers on the Finance Committee at St Mary Parish. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers multiple proprietary and third-party investment programs and provides a range of financial planning, retirement, and business consulting services.

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