Frank Congilose is a financial advisor at Guardian Life with over 40 years of industry experience. He holds the CFP® and ChFC® designations and has worked across several firms including Park Avenue Securities and C&A Financial Group. Congilose is also an author of multiple books on responsible wealth and serves as a hospital board trustee at Monmouth Medical Center Southern Campus. Guardian Life, through its Park Avenue® Wealth Management subsidiary, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, and charitable organizations. The firm offers a blend of advisor-led discretionary management and model-based strategies, along with access to insurance products, alternative investments, and various integrated financial 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 2024. Prior to this, he held roles at Samuel A. Ramirez & Co., Inc., LPS Partners Inc, and other firms. Outside of his advisory work, Kaufman is involved in managing a special needs student transportation business. 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, with tailored client solutions including financial planning, consulting, and access to proprietary and third-party advisory platforms.

Kwabena Leek is a financial advisor with Guardian Life in Atlanta, GA, holding Series 63, 65, and 66 designations and over 21 years of industry experience. His career includes roles at U.S. Bancorp Investments, Nationwide Investment Services, Cambridge Investment Research, Merrill, Harrisdirect, Chase Investment Services, and Truist Investment Services. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals—including high-net-worth clients—corporate and 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 a range of consulting and lending solutions.

Ryan Coulter is a CFP®-certified financial advisor with over 21 years of industry experience. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 2006. He is based in Pittsburgh, PA. 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 offers a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and access to various investment platforms.

Yina Bae is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. She has worked at Guardian Life and its subsidiary Park Avenue Securities and previously at Cadaret Grant & Co., Inc. Outside of her advisory role, she volunteers with the International Institute of Buffalo as a Korean-to-English interpreter and provides tax preparation assistance for low- to moderately low-income households through the Boston Tax Help Coalition. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers 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, providing a range of financial planning and consulting services tailored to client needs.

Jamie Marcos is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and entering the industry in 2026. He previously worked for Kaufman Insurance and Financial Group, LLC from 2011 to 2026. 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, along with financial planning and consulting services tailored by its investment adviser representatives.

Anthony Trimboli is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63, 65, and 66 licenses and bringing 18 years of industry experience. He has worked at Guardian Life and Park Avenue Securities since 2007 in various capacities. Outside of his advisory work, he runs Trimboli Basketball LLC, which organizes camps, clinics, and training for youth basketball development. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company, provides brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm offers tailored financial planning and advisory solutions combining advisor-led management with model-based strategies and access to proprietary and third-party platforms.

Raymond Anello is a financial advisor with Guardian Life holding CFP® and CFA® designations and a Series 66 license, with two years of industry experience. He previously worked at Invesco for 12 years and is currently associated with Park Avenue Securities. Outside of his advisory role, he serves as a student mentor at Iona University. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, including high-net-worth clients, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client relationships through advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.

Ross Feldman is a CFP® and ChFC® with 27 years of experience in financial advising. He has spent over two decades with Guardian Life in various capacities and currently serves as an advisor at Park Avenue Securities, a subsidiary of Guardian Life. Outside of financial services, he is a singer-songwriter who occasionally performs and records music for the public and is also associated with LegalShield. Park Avenue Securities provides brokerage and advisory services to individuals, retirement plan sponsors, and organizations, combining discretionary management with model-based strategies and offering access to insurance products and alternative investments through its affiliation with Guardian Life.

Laura Adams is a financial advisor with Guardian Life, holding Series 63 and Series 65 credentials and eight years of industry experience. Her prior roles include positions at Wells Fargo Clearing Services and Wells Fargo Bank. She works with Park Avenue® Wealth Management, a subsidiary of Guardian Life that 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 consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Bryan Schod is a financial advisor with Guardian Life and holds the Series 66 designation. He has six years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of advising, he is an author of the book *Be A Cash Flow Pro* and is involved with Generation Morgantown, a community organization. Bryan works with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides both 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 solutions including discretionary management, model-based strategies, and digital advisory tools.

George Klima is a ChFC® credentialed advisor with 44 years of industry experience, currently with Guardian Life in Scottsdale, AZ. He has been associated with Guardian Life and its affiliated entities since 2014 and also has experience with Park Avenue Securities since 2024. Outside of his advisory role, Klima is involved in the restaurant industry as an investor and partner in several businesses, including Nova Restaurant Group and Tavern 4 & 5 LLC. He works at Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm offers tailored client solutions through advisor-led discretionary management, model-based strategies, and integrated financial planning services.

Michael Kochis is a financial advisor with Guardian Life in Fort Myers, FL, holding a Series 66 designation and over 40 years of industry experience. He has been with Guardian Life since 1999 and with its parent company since 1984. Outside of his advisory role, he operates a boat charter business under HK Global Adventures, LLC. Guardian Life, through its subsidiary Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside access to insurance products and alternative investments.

Gregory Breitman is a Series 66-licensed financial advisor at Guardian Life with 12 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2012. Outside of his advisory role, he is involved in insurance brokerage activities unrelated to Guardian Life. 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 a range of financial planning and consulting services tailored to client needs.

Mark Di Natale is a financial advisor with Guardian Life and holds the Series 66 designation. He has one year of experience in the industry and previously worked at BDO USA LLP and The Public Parking Authority of Pittsburgh. Outside of his advisory role, he is a small business owner involved in fresh pasta manufacturing and serves as a volunteer community board member for the Adams Area Fire District. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides both 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 combining advisor-led discretionary management with model-based strategies and digital advisory platforms.

Daniel Laferriere is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding Series 63 and Series 65 licenses. He has six years of industry experience and has worked at firms including New York Life, Westshore Financial Group, and Citizens Bank. He serves as a volunteer board member for Operation Helping Hand, a nonprofit supporting wounded active duty military and veterans. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and 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 digital advisory platforms.

Richard Woody is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 38 years of industry experience, including prior roles at New England Securities and Northwestern Mutual Investment Management. Outside of advisory work, he owns a private duck hunting club, Cressup Lake Duck Club Inc. He works with Park Avenue Wealth Management, a subsidiary of Guardian Life that provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of investment and financial planning solutions, combining advisor-led discretionary management and model-based strategies delivered through proprietary and third-party platforms.

Kathryn Koch is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. She has eight years of industry experience, including roles at TCG Capital Markets, The Carlyle Group, and Wells Fargo Securities. Her current positions include work with Guardian Life and Park Avenue Securities. 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 digital advisory solutions, with access to insurance products and alternative investments via its connection to Guardian Life.

Solomon Kafoure is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has served at Park Avenue Securities and Guardian Life since 2008. Outside of his advisory role, he is involved with Compass Executive Consulting and Compass Executive Group, two non-investment-related ventures. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm’s investment approach combines advisor-led discretionary management with model-based strategies and offers access to proprietary programs, third-party solutions, and integrated lending options.

Alan Bacharach is a financial advisor with Guardian Life in Portland, OR, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience, all with Guardian Life and its affiliated entities. Outside of his advisory work, he is a member of the Rotary Club and serves as a board member of the Pearl Fund of the Portland Pearl Rotary. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individual, corporate, and charitable clients with brokerage and investment advisory services. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and specialized investment programs.