Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Robert V

Series 63, Series 65

New York, NY

Guardian Life

Robert Votruba is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has worked with Primerica Advisors since 2007 and is currently affiliated with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he teaches financial planning classes to licensed CPAs and agents through the New York State Insurance Department and is involved with The NFN Foundation. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services, including financial and retirement planning, through a combination of proprietary and third-party investment strategies. The firm manages accounts using various platforms and supports a range of investment types with discretionary and non-discretionary management options.

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

Shawn Leigh L

Series 63

Minnetonka, MN

Guardian Life

Shawn Leigh Lemp is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 30 years of industry experience. He has worked at Primerica Advisors and Guardian Life Insurance Company since 2006 and is currently affiliated with Park Avenue Securities. In addition to his advisory work, he is contracted to sell insurance policies through an insurance services arrangement. Park Avenue Securities 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, employing proprietary and third-party investment strategies across various account types.

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

Darrel H

Series 66

Tampa, FL

Guardian Life

Darrel Henderson is a financial advisor with Primerica Advisors holding a Series 66 designation and one year of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2024. Outside of his advisory role, he is involved in refereeing activities in Tampa, FL. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, offering brokerage, advisory, and financial planning services through a variety of proprietary and third-party investment programs.

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

Andrew W

Series 66

Greenland, NH

Guardian Life

Andrew Wolcott is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance since 2022. He serves on the board of directors for Reach for the Top Therapy Services. Park Avenue Securities LLC, 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 with a range of brokerage and advisory services.

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

Scott S

Series 66

New York, NY

Guardian Life

Scott Snyder is a financial advisor at Guardian Life with two years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities since 2024. Prior to his current role, he held positions at AME Inc., ABB, and Johnson Controls. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individual and institutional clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs, including discretionary and non-discretionary portfolios and a hybrid digital advisory solution.

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

Brian S

Series 66

Palm Harbor, FL

Guardian Life

Brian Strickland is a financial advisor at Guardian Life with 18 years of industry experience. He holds a Series 66 designation and has worked extensively with Park Avenue Securities and Guardian Life Insurance since 2007. Outside of his primary advisory role, he receives compensation through health insurance referral arrangements with Westshore Benefits. 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 relationships and utilizes model portfolios from in-house and third-party managers.

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

Jeffrey S

Series 63, Series 66

Hollywood, FL

Guardian Life

Jeffrey Stern is a financial advisor with Primerica Advisors based in Hollywood, FL, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2005. Stern serves as a trustee outside of his advisory role. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charities, and corporate clients. The firm offers brokerage and advisory services, financial planning, and business consulting, utilizing a combination of proprietary and third-party investment strategies across multiple program platforms.

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

Simon T

Series 63, Series 65

New York, NY

Guardian Life

Simon Tschinkel is a financial advisor with Primerica Advisors in New York, NY, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities LLC, and Northwestern Mutual. Outside of his advisory work, he operates Canine Cardio, a dog-walking business. Park Avenue Securities LLC serves a diverse retail client base with a range of brokerage and advisory services, employing a combination of proprietary and third-party investment strategies across various account types.

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

Robert B

Series 63, Series 65

Reston, VA

Guardian Life

Robert Bell is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked extensively with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is involved in a fixed insurance business separate from Guardian. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

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

Marko J

Series 65

Venice, CA

Guardian Life

Marko Jaric is a Series 65-licensed advisor with Primerica Advisors, based in Venice, CA. He has experience working with Guardian Life Insurance and Park Avenue Securities since 2024 and was previously affiliated with Libra Sun. Outside of his advisory work, Jaric is involved with Young Hollywood LLC, dedicating time to this non-investment related activity. Park Avenue Securities 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 and third-party investment strategies across various platforms.

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

Gagandeep S

Series 63, Series 65

San Diego, CA

Guardian Life

Gagandeep Sahni is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has worked with Park Avenue Securities and Guardian Life Insurance Company since 2012. Outside of his advisory work, he serves as president and co-founder of The Sach Foundation, participates in interfaith community organizations, and is involved in local educational fundraising efforts. Park Avenue Securities serves a broad retail client base, including individual, high-net-worth, charitable, and corporate clients, offering both brokerage and advisory services along with financial and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services such as lending and donor-advised funds.

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

Joseph P

Series 66

Portsmouth, NH

Guardian Life

Joseph Pombriant is a financial advisor with Primerica Advisors, holding a Series 66 designation and over 21 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance since 2003. Outside of his advisory role, Pombriant runs a coaching program for financial representatives that involves monthly calls and periodic conferences. Park Avenue Securities 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 both proprietary and third-party investment strategies across multiple account types.

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

Brian D

Series 66

Woodcliff Lake, NJ

Guardian Life

Brian Dragotto is a financial advisor with Guardian Life, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Bank of America, and Merrill. Outside of advising, he contributes articles for the International Planning Alliance. Brian is part of Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which serves individuals, pension plans, charitable organizations, and corporate clients with a combination of brokerage services, financial planning, and advisory programs featuring both proprietary and third-party investment models.

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

Kelsey W

Series 66

Southfield, MI

Guardian Life

Kelsey Whelan is a financial advisor with Primerica Advisors, holding a Series 66 designation and bringing nine years of industry experience. Her prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, Arbor Point Advisors, Securities America, Inc., FSC Securities Corp, National Planning Corporation, and Financial Independence. Outside of her advisory work, she is involved with Bowser Fitness, LLC. Park Avenue Securities LLC serves a broad retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm utilizes a range of investment strategies through proprietary and third-party portfolios and supports discretionary and non-discretionary account management.

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

Sondra G

Series 63, Series 65

Boca Raton, FL

Guardian Life

Sondra Goldstein is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 registrations and bringing 27 years of industry experience. Her career includes longstanding roles with both Guardian Life Insurance Company and Park Avenue Securities. She also provides insurance products through Guardian and other brokerages. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm combines proprietary and third-party strategies, including a digital advisory solution, and provides tailored financial services.

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

Joseph L

Series 66

Rye Brook, NY

Guardian Life

Joseph Long is a financial advisor at Primerica Advisors with 11 years of industry experience. He holds a Series 66 designation and has been with Primerica Advisors since 2013. Long also serves on the Board of Directors for the Union College NYC Alumni Club. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base including individual and high-net-worth investors. The firm offers both brokerage and advisory services, employing a mix of proprietary and third-party investment strategies across various account types.

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

Maura H

Series 66

Beachwood, OH

Guardian Life

Maura Hagan is a financial advisor with Guardian Life and holds a Series 66 credential. She has two years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Her prior work experience includes positions in financial services and manufacturing sectors. Park Avenue Securities LLC, doing business 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. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

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

Yosef M

Series 65

Brooklyn, NY

Guardian Life

Yosef Marsow is a financial advisor at Guardian Life and Park Avenue Securities with a Series 65 credential and seven years of industry experience. He has served at Guardian Life since 2019 and at Park Avenue Securities since 2026. Additionally, he has been involved with the Jewish Center of Ulyanovsk since 2013. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, provides brokerage services, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a variety of investment advisory programs, including both discretionary and non-discretionary management, and features a lower-fee hybrid digital advisory solution called VestWise™.

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

Christopher P

CFP®, ChFC®, Series 63, Series 66

Mobile, AL

Guardian Life

Christopher Pierce is a financial advisor with Primerica Advisors and holds the CFP® and ChFC® designations. He has 17 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance since 2018 and prior work with Primerica Advisors and Guardian Life Insurance Company from 2012 to 2018. Pierce is also involved in outside insurance sales focusing on traditional life, disability, health, and long-term care products. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios, supporting discretionary and non-discretionary account management along with specialized lending and tax features.

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

Gary B

Series 63, Series 65

Rye Brook, NY

Guardian Life

Gary Blum is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Guardian Life since 2015 and with Park Avenue Securities since 2022. Outside of his advisory role, he is involved in selling outside insurance products and serves as a contingent trustee for family trust services. 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 plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and incorporates a mix of proprietary and third-party investment models.

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

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.

Find your advisor

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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")