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Joseph L
Series 66
Rye Brook, NY
Guardian Life
Joseph Long is a financial advisor with Guardian Life in Rye Brook, NY, holding a Series 66 designation and 12 years of industry experience. He has been with Guardian Life since 2011. Outside of his advisory role, he serves as a board member for the Union College NYC Alumni Club. Guardian Life’s subsidiary Park Avenue Wealth Management offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm utilizes advisor-led discretionary management combined with model-based strategies and provides access to proprietary and third-party advisory solutions.
Maura H
Series 66
Beachwood, OH
Guardian Life
Maura Hagan is a financial advisor at Guardian Life with two years of industry experience. She holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2024. 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 tailored financial planning, ongoing consulting, and access to proprietary and third-party investment solutions through a combination of advisor-led discretionary management and model-based strategies.
Yosef M
Series 65
Brooklyn, NY
Guardian Life
Yosef Marsow is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 65 designation and based in Brooklyn, NY. He has been with Guardian Life since 2019 and joined Park Avenue Securities in 2026. Outside of his financial services career, he is involved with the Jewish Center of Ulyanovsk. 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 consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.
Christopher P
CFP®, ChFC®, Series 63, Series 66
Mobile, AL
Guardian Life
Christopher Pierce is a financial advisor with Guardian Life in Mobile, Alabama, holding CFP® and ChFC® designations and 18 years of industry experience. He has worked with Guardian Life and its subsidiary Park Avenue Securities since 2012. Outside of advisory work, he is involved in outside insurance sales focusing on traditional life, disability, health, and long-term care products. Park Avenue Securities, a wholly owned 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 solutions combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment platforms.
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 credentials and bringing 18 years of industry experience. He has been with Guardian Life since 2015 and Park Avenue Securities since 2022. Outside of his advisory role, he is involved in offering life, disability, long-term care, and annuity products with other carriers. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, 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.
Travis S
Series 66
Las Vegas, NV
Guardian Life
Travis Scribner is a financial advisor with Guardian Life and holds a Series 66 designation. He has 12 years of industry experience and has worked with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he is an author of financial publications, including a book titled *Financial Malpractice*, and serves on the board of directors for The Just One Project, a nonprofit focused on fundraising. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers advisor-led discretionary management combined with model-based strategies and access to proprietary and third-party advisory solutions.
Diljeet M
Series 63, Series 65
Denver, CO
Guardian Life
Diljeet Masuda is a financial advisor at Guardian Life with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC, Prudential Insurance Company of America, and MML Investors Services LLC. Outside of his advisory role, he is involved in managing rental property. Guardian Life, through its Park Avenue Wealth Management division, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management alongside model-based strategies and access to both proprietary and third-party advisory solutions.
Joseph G
Series 66
Bethlehem, PA
Guardian Life
Joseph Garvey III is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, he creates and sells original art and prints through his personal venture, Joseph David Garvey III Fine Art. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, corporate clients, and charitable organizations. The firm integrates advisor-led discretionary management with model-based strategies and provides access to insurance products and alternative investments.
James C
Series 63, Series 65
Lake Oswego, OR
Guardian Life
James Cameron is a financial advisor with Guardian Life who holds Series 63 and Series 65 licenses and has eight years of industry experience. His prior work includes roles at Principal Securities, American Fidelity Educational Services, and New York Life. Outside of his advisory work, he is a part owner of Apex Golf Club, a simulator golf business in Portland, OR. Guardian Life’s affiliate, Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and a digital advisory platform, leveraging proprietary and third-party resources.
Samuel B
Series 66
Needham, MA
Guardian Life
Samuel Bohmiller is a financial advisor at Guardian Life with eight years of industry experience. He holds a Series 66 designation and has previously worked at Park Avenue Securities and AXA Advisors. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 access to insurance products and alternative investments through its connection with Guardian Life.
Karen J
Series 63, Series 65
Greenwood Village, CO
Guardian Life
Karen Jessey is a financial advisor with Guardian Life in Greenwood Village, Colorado, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. She has been with Guardian Life since 2008. Outside of her advisory role, she brokers insurance products, including disability and long-term care insurance, outside of Guardian Life. Guardian Life, through its subsidiary Park Avenue Securities LLC operating as 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 combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs, third-party advisory solutions, and a range of financial planning and consulting services.
Alfonso R
Series 63, Series 65
Boynton Beach, FL
Guardian Life
Alfonso Reda is a financial advisor at Guardian Life with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Life and Park Avenue Securities since 2000. In addition to his advisory work, he is a partner at Reda, Romano & Co., LLP, a full-service accounting firm, and serves as a volunteer committee member at Westchester Hills Golf Club. 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 tailored client relationships through advisor-led discretionary management and model-based strategies, as well as access to insurance products and alternative investments.
Peter L
Series 63, Series 65
Needham, MA
Guardian Life
Peter Leddy is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having 22 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2004 and has been associated with the Bulfinch Group since 2002. His other business activities include offering insurance products outside of 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, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies, offering a range of consulting and financial planning services supported by proprietary programs and third-party solutions.
Christopher F
Series 63, Series 65
Tampa, FL
Guardian Life
Christopher Fontana is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and 65 licenses and 18 years of industry experience. He has worked primarily with Park Avenue Securities since 2010 and Guardian Life Insurance Company of America since 2009. Outside of his advisory role, he is the managing partner and owner of Florida Medical Advisors, LLC. 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 combines advisor-led discretionary management with model-based strategies and provides access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.
Arjun K
CFA®, Series 66
Kingston, NJ
Guardian Life
Arjun Kapoor is a CFA® charterholder and holds a Series 66 license with nine years of industry experience. He is currently affiliated with Guardian Life and its subsidiary Park Avenue Securities, with prior roles including positions at Goldman Sachs & Co., Iconiq Capital, and Israel Discount Bank of New York. Kapoor is a co-owner of Jersey Ventures LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides advisor-led discretionary management alongside model-based strategies, integrating proprietary programs and third-party platforms to tailor client relationships.
Darius W
CFP®, Series 63, Series 65
Fort Worth, TX
Guardian Life
Darius White is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Guardian Life and its subsidiary, Park Avenue Securities. His prior experience includes roles at Charles Schwab, The Prudential Insurance Company of America, and Wells Fargo. Outside of finance, he is involved in entrepreneurial ventures including serving as President and CEO of Money Mansion DFW LLC and owning the e-commerce site Urban Trends Outlet, alongside occasional work as a rideshare driver. Park Avenue Securities, a wholly owned 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 financial planning and investment solutions through a combination of advisor-led discretionary management and model-based strategies supported by proprietary programs and third-party platforms.
Brandon V
Series 66
Fort Lauderdale, FL
Guardian Life
Brandon Vietti is a financial advisor with Guardian Life in Fort Lauderdale, FL, holding a Series 66 designation. He has been with Guardian Life and its related entities since 2024 and has prior experience at Oakmont Public Adjusting. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individual, corporate, and institutional clients. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.
William O
Series 63, Series 66
Needham, MA
Guardian Life
William O Malley Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Prior to his current role, he worked for the Department of Defense and has been operating Patriot Tax Service, a CPA and tax preparation business, since 2003. He also provides power of attorney services for family members. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing access to proprietary programs, third-party advisory solutions, and integrated lending options.
Jamal A
Series 66
Las Vegas, NV
Guardian Life
Jamal Azzam is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. His prior roles include positions with Mass Mutual Investors Services and First Command Insurance Services. He is based in Las Vegas, NV. Guardian Life’s subsidiary, Park Avenue® Wealth Management, 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 delivered through proprietary and third-party platforms.
Eric B
Series 63, Series 66
Rye Brook, NY
Guardian Life
Eric Banson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses with 22 years of industry experience. His prior roles include nine years at Wells Fargo Securities. He serves as trustee of The Norma L. Banson Living Trust. 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 combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and educational services.
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