Yina Bae is a financial advisor with Primerica Advisors in Needham, MA, holding a Series 66 designation and one year of industry experience. Her work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Cadaret Grant & Co., Inc. Outside of her advisory work, she volunteers preparing tax returns for low- to moderate-income households and provides Korean-to-English interpretation and translation services for the International Institute of Buffalo. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services along with financial planning and retirement-plan consulting. The firm utilizes a blend of proprietary and third-party investment strategies and supports a variety of account-level services including lending solutions and donor-advised funds.

Anthony Trimboli is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63, 65, and 66 licenses and totaling 18 years of industry experience. He has worked extensively with both firms since 2007. Outside of his advisory role, he operates Trimboli Basketball LLC, which offers camps, clinics, and training for young basketball players. Park Avenue Securities LLC, a wholly owned 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 and employs a mix of proprietary and third-party investment strategies.

Raymond Anello is a CFP® and CFA® with two years of industry experience, currently associated with Guardian Life and Park Avenue Securities. He previously worked at Invesco for 12 years and serves as a student mentor at Iona University. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services and advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting, combining proprietary and third-party investment strategies.

Ross Feldman is a financial advisor with Guardian Life and Park Avenue Securities, holding the CFP® and ChFC® designations along with a Series 66 license. He has 27 years of industry experience, including extensive tenure at Guardian Life since 2010. Outside of advising, Feldman is a singer-songwriter who occasionally performs and records music for the public. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and a range of investment advisory programs that include both proprietary and third-party strategies.

Laura Adams is a financial advisor with Primerica Advisors based in Omaha, NE, holding Series 63 and Series 65 licenses and seven years of industry experience. Her work history includes roles at Guardian Life Insurance Company, Park Avenue Securities LLC, and Wells Fargo Clearing Services. She also has experience outside of finance, having worked at The Diamond Room Omaha for three years. Primerica Advisors serves a broad 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, along with financial planning and consulting services.

Bryan Schod is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has six years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2019. Outside of his advisory roles, he is an author of the book *Be A Cash Flow Pro* and is involved with Generation Morgantown, a nonprofit organization. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary and third-party models and supports both discretionary and non-discretionary account management.

George Klima is a ChFC® credentialed financial advisor with 43 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. His career includes roles at Guardian Life Insurance Company and Primerica Advisors, among others. Outside of his advisory work, he is involved in restaurant ownership through the Nova Restaurant Group and Tavern 4 & 5 LLC, and he is a partner in Foster K Partners, LLP, which conducts Guardian business. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial and business consulting. The firm utilizes a combination of proprietary and third-party investment strategies, supporting both discretionary and non-discretionary account management across multiple asset types.

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 1984 and has worked at the firm in its current form since 1999. Outside of his advisory role, he operates HK Global Adventures, LLC, a boat charter business. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individual and institutional clients with brokerage, financial planning, and investment advisory services. The firm offers a range of advisory programs including discretionary and non-discretionary options utilizing both proprietary and third-party models.

Gregory Breitman is a Series 66-credentialed financial advisor with 12 years of industry experience. He is currently affiliated with Primerica Advisors and has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2012. Outside of his advisory work, he is involved in insurance brokerage activities separate from Guardian Life. Park Avenue Securities serves a diverse retail client base, offering both brokerage and fee-based advisory services along with financial and business consulting. The firm utilizes a combination of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.

Mark Di Natale is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has one year of industry experience and has worked with Guardian Life Insurance Company and Park Avenue Securities. 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 serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies across various account types and supports lending and credit facilities tied to advisory accounts.

Daniel Laferriere is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, Westshore Financial Group, NYLIFE Securities LLC, New York Life Insurance Company, University of Phoenix, 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 serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a range of proprietary and third-party investment programs and supports various account-level solutions such as lending and donor-advised funds.

Richard Woody is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 37 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he is the owner of a private duck hunting club, Cressup Lake Duck Club Inc. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting solutions. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies and account services.

Kathryn Koch is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. She has seven years of industry experience, including roles at Park Avenue Securities, TCG Capital Markets, The Carlyle Group, and Wells Fargo Securities. She is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America that provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Solomon Kafoure is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2008. Outside of his advisory work, he is involved with Compass Executive Consulting and Compass Executive Group, which are non-investment-related business activities. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering a range of brokerage and advisory services supported by proprietary programs and third-party investment platforms.

Alan Bacharach is a financial advisor with Primerica Advisors in Portland, OR, holding a ChFC® designation along with Series 63 and Series 65 licenses. He has 27 years of industry experience, including tenure at Guardian Life Insurance Co of America since 1998. Outside of his advisory role, he participates in the Rotary Club and serves as a board member of the Pearl Fund of the Portland Pearl Rotary. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base through brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm uses a variety of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.

Rocco Mazzei is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, Mazzei has held positions at various organizations, including Salve Regina University and The Reef Newport. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and investment advisory programs, leveraging both proprietary and third-party models.

Adelia Chung is a ChFC® credentialed financial advisor with 39 years of industry experience, currently affiliated with Primerica Advisors in Honolulu, HI. Her prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, and Securities America Advisors. She is actively involved in community service, serving on the boards of several nonprofit organizations including the Rehab Hospital of the Pacific, Straub Foundation, and Friends of the UH Cancer Center. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms, offering both discretionary and non-discretionary account management.

Kenneth Cusick is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company in various roles since 1998. His other business activities include insurance services unrelated to Guardian. 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 brokerage and advisory services, employing a mix of proprietary and third-party investment strategies across various account types.

Esteban Camacho is a Series 66-licensed financial advisor with Primerica Advisors, based in Downey, CA, and has one year of industry experience. His work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, and US Hybrid. In addition to advisory work, he is involved in insurance activities outside of Guardian Life. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

Timothy Majors is a financial advisor with Primerica Advisors in Tallahassee, FL, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance Company, as well as experience in real estate and insurance. He also serves as a durable power of attorney for his wife. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages approximately $15 billion in assets and supports a range of investment strategies, including discretionary and non-discretionary account management.