Lynne Boyle is a Series 66-licensed financial advisor with Primerica Advisors, based in Tampa, FL, and has eight years of industry experience. She has worked with Park Avenue Securities LLC since 2017 and has been associated with Guardian Life Insurance Co. of America since 2011. Outside of her advisory role, she serves as President of Westshore Benefits and holds leadership positions in several investment-related entities. Park Avenue Securities LLC serves a diverse retail client base, including individual and 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 investment strategies through proprietary and third-party model portfolios, supporting both discretionary and non-discretionary accounts with various investment products and advisory programs.

John Schaefer is a financial advisor with Guardian Life and holds a Series 66 designation. He has five years of industry experience, including roles at Park Avenue Securities and Northwestern Mutual. 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 brokerage services, financial planning, retirement plan consulting, and a range of advisory programs.

Josh Becker is a financial advisor with Guardian Life, holding a Series 63 credential and over 40 years of industry experience. He has been with Guardian Life and its affiliates since 1997. Outside of his advisory role, Becker is involved in several business ventures, including a notable ownership stake in a Guardian General Agency through Brooklyn Financial Group Holdings, LLC. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement consulting, and a range of investment advisory programs that include both proprietary and third-party strategies.

Thomas Bauman is a CFP® and ChFC® with 36 years of industry experience, currently affiliated with Primerica Advisors in Lafayette, NJ. He has held positions at Guardian Life Insurance Company and Park Avenue Securities over multiple periods since 2013. Bauman also engages in selling insurance products from companies other than Guardian Life and Berkshire Life. 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 utilizes a variety of proprietary and third-party investment strategies and platforms, managing approximately $15 billion in regulatory assets under management with a network of over 1,900 investment adviser representatives.

Mendy Kaufman is a financial advisor at Guardian Life with eight years of industry experience. He holds the Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2016. Outside of his advisory role, he is involved with Night Aid, a nonprofit organization assisting his father. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory services, utilizing model portfolios from in-house and third-party managers.

Joseph Block is a financial advisor at Primerica Advisors with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Park Avenue Securities, Guardian Life Insurance Company, Sunbridge Capital Partners, Foreside Fund Services, Fiera Capital Inc., and City National Rochdale. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services alongside financial and business consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports various account-level services, managing approximately $15 billion in regulatory assets under management through a large network of investment adviser representatives.

Kevin Bell is a ChFC® credentialed advisor with 43 years of industry experience, currently serving at Primerica Advisors since 1999. He also has a longstanding affiliation with Guardian Life Insurance Company beginning in 1992. Outside of his advisory role, he participates in continuing education presentations for agents and CPAs and serves on several insurance education and audit committees. Primerica Advisors operates as part of Park Avenue Securities LLC, which serves a diverse retail client base including individual and high-net-worth investors. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Steven Lichtenstein is a financial advisor with Primerica Advisors in Boca Raton, FL, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 33 years of industry experience and has worked with Guardian Life Insurance Company and Primerica Advisors since 2015. Outside of his advisory role, he serves as a consultant for the Gerson Lehrman Group and participates in several networking and resource groups, including a marketing cooperative and a support network for divorcing individuals. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base with brokerage and advisory services. The firm offers a range of investment strategies through proprietary and third-party portfolios and supports multiple financial planning and lending solutions.

Michael Lynch is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018 and previously at MML Investors Services LLC and MassMutual Life Insurance Co. Lynch is a board member of Embrace, a nonprofit organization based in Overland Park, KS. Park Avenue Securities 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, utilizing proprietary and third-party investment strategies across various account types and supports features such as securities-based lending and tax harvesting.

Vincent Blazewicz is a financial advisor with Primerica Advisors, holding a Series 66 designation and over 21 years of industry experience. He has worked with Guardian Life Insurance Company and Park Avenue Securities since 2004. Outside of his advisory role, he serves as a board member of Harmony Starts Farm Inc. 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, employing a range of investment strategies through proprietary and third-party portfolios.

Brett Roth is a CFP® with 34 years of industry experience, currently serving at Guardian Life since 2022. He previously worked at W&S Brokerage Services from 2016 to 2022. He holds Series 63 and Series 66 licenses and is based in Cincinnati, OH. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and incorporates proprietary and third-party investment models.

Benjamin Johnson is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. He has worked at Park Avenue Securities since 2026 and previously held roles at Northwestern Mutual and in the Beloit School District. Johnson is also affiliated with the University of Wisconsin Whitewater. Park Avenue Securities LLC operates as both a broker-dealer and SEC-registered investment adviser under The Guardian Life Insurance Company of America. The firm provides financial planning, brokerage services, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Robert Jaffe is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Park Avenue Securities and Guardian Life Insurance Company of America since 2005. Outside of his advisory role, he is involved in insurance activities with companies other than Guardian. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships with access to proprietary and third-party investment models, including a hybrid digital advisory solution.

Matthew Pararo is a financial advisor with Primerica Advisors in Tallahassee, FL, holding Series 63 and Series 65 licenses and with 16 years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance. He also serves as a servicing agent for fixed annuities at New York Life and Mass Mutual. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs, financial planning, and consulting. The firm manages approximately $15 billion in regulatory assets under management through a mix of discretionary and non-discretionary strategies.

Thomas Dogas is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Park Avenue Securities and has prior experience at Primerica Advisors and Guardian Life Insurance Company. Outside of his advisory work, he holds leadership and volunteer roles in community organizations including serving as Vice President of the Holy Name Society at St Leo The Great Church, a presenter for the National Alliance for Mental Illness, and an officer with the Red Bank NJ Elks. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms, supporting both discretionary and non-discretionary accounts.

Anthony Bertrami Jr. is a financial advisor with Primerica Advisors, holding 48 years of industry experience. He has also worked with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he serves as Secretary and Scholarship Director for the Tri State Italian American Congress and is a board member of United Cerebral Palsy of Suffolk. 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 transaction-based brokerage and fee-based advisory services, employing a range of proprietary and third-party investment strategies.

Frank Congilose is a financial advisor with Primerica Advisors who holds the CFP® and ChFC® designations and has 41 years of industry experience. His career includes roles at Park Avenue Securities since 2016 and Guardian Life Insurance from 1991 to 2016, among others. He is the author of multiple books on responsible wealth and serves as a hospital board trustee for Monmouth Medical Center Southern Campus. Park Avenue Securities serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting solutions.

Mark Kaufman is a CFA® charterholder with over 21 years of experience in the financial industry. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2022. His previous experience includes roles at Samuel A. Ramirez & Co., Inc. and Sentinel Asset Management, LLC. Outside of finance, he is involved in operating a special needs student transportation service. 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, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships, utilizing a range of proprietary and third-party model portfolios.

Kwabena Leek is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63, 65, and 66 licenses and bringing 20 years of industry experience. His prior roles include positions at Guardian Life Insurance Company, U.S. Bancorp Investments, Nationwide Investment Services Corp, and Cambridge Investment Research. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes proprietary and third-party investment strategies, offering both discretionary and non-discretionary account management across various investment vehicles.

Ryan Coulter is a CFP® with 21 years of industry experience, currently serving as a financial advisor with Primerica Advisors in Pittsburgh, PA. He has worked with Guardian Life Insurance and Park Avenue Securities since 2006. 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 range of investment strategies through proprietary models, third-party managers, and digital advice solutions.