Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Ryan R
Series 63, Series 65
Saint Louis, MO
Guardian Life
Ryan Robinson is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has four years of industry experience and has previously worked at Edward Jones and MML Investors Services. Ryan is based in Saint Louis, MO. Guardian Life’s subsidiary, Park Avenue Securities, 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, alongside access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.
Paul F
Series 63, Series 65
Irvine, CA
Guardian Life
Paul Finchamp is a financial advisor with Guardian Life in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Guardian Life since 2009 and is actively engaged in the group insurance business, focusing on health plan and ancillary employer-sponsored benefits. Guardian Life's 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 mix of advisor-led discretionary management and model-based strategies, access to proprietary and third-party investment solutions, and integrated financial planning and consulting services.
John M
Series 63, Series 66
Melville, NY
Guardian Life
John Melkun is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has nine years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to his financial services career, he worked at Audi for two years. 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 range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.
Jonathan Z
CFP®, Series 63, Series 65
Mobile, AL
Guardian Life
Jonathan Zimlich is a CFP® professional with over 32 years of industry experience, currently serving at Guardian Life since 1993. He holds Series 63 and Series 65 licenses and operates out of Mobile, Alabama. Outside of his advisory work, he volunteers on the Finance Committee at St Mary Parish. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofit organizations. The firm combines advisor-led discretionary management with model-based strategies, offering tailored client solutions that include financial planning, consulting, and access to proprietary and third-party investment programs.
Lynne B
Series 66
Tampa, FL
Guardian Life
Lynne Boyle is a financial advisor with Guardian Life and holds a Series 66 designation. She has nine years of industry experience, including her current role at Park Avenue Securities since 2017. Boyle is president of Westshore Benefits, an investment-related business based in Tampa, FL. 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, charities, and businesses. The firm offers advisor-led discretionary management combined with model-based strategies, access to insurance products and alternative investments, and a range of financial planning and consulting services.
John S
Series 66
Shrewsbury, NJ
Guardian Life
John Schaefer is a financial advisor with Guardian Life holding a Series 66 designation and five years of industry experience. He has worked with Park Avenue Securities and Northwestern Mutual and is currently based in Shrewsbury, NJ. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses with brokerage and investment advisory services. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.
Josh B
Series 63
Rye Brook, NY
Guardian Life
Josh Becker is a Series 63-licensed financial advisor with Guardian Life, where he has worked since 1997, totaling 27 years at the firm and 29 years in the industry. He has 40 years of overall experience and maintains ownership in a Guardian General Agency through Brooklyn Financial Group Holdings, LLC. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with tailored client relationships that may include discretionary or non-discretionary mandates, retirement plan services, and financial education.
Thomas B
CFP®, ChFC®, Series 63, Series 65
Holmdel, NJ
Guardian Life
Thomas Bauman is a financial advisor with Guardian Life and Park Avenue Securities, holding CFP® and ChFC® designations and 37 years of industry experience. He has been with Guardian Life and its subsidiary Park Avenue Securities since 2013. Bauman also sells insurance products from companies other than Guardian Life. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers financial planning, consulting, and access to proprietary and third-party investment solutions, using both advisor-led and model-based strategies.
Mendy K
Series 66
Brooklyn, NY
Guardian Life
Mendy Kaufman is a financial advisor with Guardian Life holding a Series 66 designation and eight years of industry experience. His prior work includes a one-year role at Lebowitz CPA, and he has been affiliated with Park Avenue Securities and Guardian Life since 2016. Outside of advisory work, he assists with Night Aid, a nonprofit initiative started by his father. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individual, corporate, and nonprofit clients. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and several proprietary and third-party platforms.
Joseph B
Series 66
Woodcliff Lake, NJ
Guardian Life
Joseph Block is a financial advisor with Guardian Life and holds a Series 66 designation. He has 13 years of industry experience, including roles at Park Avenue Securities, Sunbridge Capital Partners, Foreside Fund Services, Fiera Capital Inc., and City National Rochdale. He is based in Woodcliff Lake, NJ. Park Avenue Securities LLC, a wholly owned 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 range of financial planning, consulting, and investment management solutions through proprietary and third-party platforms.
Kevin B
ChFC®, Series 63
Indianapolis, IN
Guardian Life
Kevin Bell is a ChFC® credentialed financial advisor with Guardian Life, based in Indianapolis, IN. He has 44 years of industry experience and has worked with Guardian Life and its affiliated companies since 1992. Outside of his advisory role, Bell is involved in continuing education presentations for agents and CPAs, serves on NAIFA’s national audit committee, and participates in Indiana’s Insurance Producer Education and Continuing Education Advisory Council. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside diverse planning and consulting services tailored by its network of investment adviser representatives.
Steven L
ChFC®, Series 63, Series 65
Melville, NY
Guardian Life
Steven Lichtenstein is a ChFC® with 33 years of industry experience, currently serving as a financial advisor at Guardian Life. He has been with Guardian Life since 2015. Outside of his advisory role, he works as a consultant for the Gerson Lehrman Group and participates in multiple business networking and resource groups, including facilitating a marketing cooperative and supporting resources for divorcing couples. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate clients, and charitable organizations. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and leveraging proprietary and third-party platforms.
Michael L
Series 63, Series 65
Overland Park, KS
Guardian Life
Michael Lynch is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His prior experience includes roles at MML Investors Services LLC and MassMutual Life Insurance Co. He serves as a board member for Embrace, a nonprofit organization based in Overland Park, KS. 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 through proprietary and third-party platforms, along with financial planning, consulting, and access to insurance and alternative investment products.
Vincent B
Series 66
Paramus, NJ
Guardian Life
Vincent Blazewicz is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 22 years of industry experience. He has been with Park Avenue Securities and Guardian Life Insurance Company of America since 2004. He also serves as a board member of Harmony Starts Farm Inc. Park Avenue Securities LLC, a subsidiary of Guardian Life, 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, model-based strategies, and digital solutions tailored to client needs.
Brett R
CFP®, Series 63, Series 66
Cincinnati, OH
Guardian Life
Brett Roth is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Guardian Life since 2022. His prior experience includes roles at W&S Brokerage Services and Fidelity, where he worked for over 13 years. He holds Series 63 and Series 66 licenses. Guardian Life’s Park Avenue® Wealth Management 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, combining advisor-led discretionary management with model-based strategies delivered through proprietary and third-party platforms.
Benjamin J
Series 66
Madison, WI
Guardian Life
Benjamin Johnson is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His prior roles include positions at Northwestern Mutual and Park Avenue Securities. Outside of his advisory work, he has been employed at UW Whitewater since 2022 and previously worked with the Beloit School District. Guardian Life’s subsidiary, Park Avenue Securities, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of discretionary management and model-based strategies, along with access to insurance products and alternative investments.
Robert J
Series 63, Series 65
Paramus, NJ
Guardian Life
Robert Jaffe is a financial advisor at Guardian Life and Park Avenue Securities with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at his current firms since 2005. Park Avenue Securities, 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 a range of financial planning and advisory solutions, combining advisor-led management with model-based strategies and proprietary programs.
Matthew P
Series 63, Series 65
Tallahassee, FL
Guardian Life
Matthew Pararo is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 17 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance, and Raymond James & Associates. Outside of his advisory work, he serves as an administrative assistant to a financial representative and acts as a servicing agent on fixed annuities for family clients. 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, and charitable organizations. The firm uses a combination of advisor-led discretionary management and model-based strategies, providing tailored client relationships through proprietary and third-party platforms.
Thomas D
Series 66
Wall, NJ
Guardian Life
Thomas Dogas is a financial advisor with Guardian Life and holds a Series 66 designation. He has nine years of industry experience, including roles at Guardian Life and Park Avenue Securities, where he has worked for eight years. Outside of his advisory work, Dogas serves as Vice President of the Holy Name Society at St. Leo The Great Church, is a presenter for the National Alliance for Mental Illness, and holds an officer position with the Red Bank NJ Elks. 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 range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.
Anthony B
Melville, NY
Guardian Life
Anthony Bertrami Jr. is a financial advisor at Guardian Life with 49 years of industry experience. He has been with Guardian Life since 2010 and is currently associated with Park Avenue Securities. Outside of his advisory work, 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, a subsidiary of Guardian Life, 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, model-based strategies, and access to proprietary and third-party platforms tailored to client needs.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters