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Robert P
Series 66
Rye Brook, NY
Guardian Life
Robert Pruett is a financial advisor at Guardian Life with 22 years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2004. Outside of his advisory role, he markets non-Guardian insurance products when appropriate to clients’ financial needs. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, including high-net-worth clients, pension plans, charitable organizations, and corporate clients.
Monica S
Series 63, Series 65
New York, NY
Guardian Life
Monica Swinney is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and no prior industry experience. Her work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, Strategies for Wealth, Cowgirl Advisory Group, LEX Markets, and EY. Outside of her advisory work, she is part owner of Cowgirl Advisory Group LLC and is involved in selling merchandise for sports and entertainment. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and business consulting. The firm employs a variety of investment strategies through proprietary and third-party managers, supporting both discretionary and non-discretionary accounts.
Rafael E
Series 63, Series 65
Brooklyn, NY
Guardian Life
Rafael Ekstein is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018, and previously spent 19 years with Primerica Advisors and 25 years with The Guardian Life Insurance Company. Outside of his advisory work, he serves as a trustee of the Cornerstone Foundation alongside his wife. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services. The firm employs a variety of investment strategies through proprietary model portfolios, third-party managers, and digital advice solutions, supporting both discretionary and non-discretionary account management.
Emily C
CFP®, Series 65, Series 63
Buffalo, NY
Guardian Life
Emily Certo is a CFP®-designated financial advisor with Guardian Life, based in Buffalo, NY, and has three years of industry experience. She holds Series 63 and Series 65 licenses and has worked across Guardian Life and Park Avenue Securities since 2019. Outside of her advisory role, she serves as Chair of the Ambassador Council for the PUNT Pediatric Cancer Collaborative and is a board member of the Porter Cup golf tournament. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with Guardian Life. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and a variety of investment advisory programs.
Eliezer B
Series 66
Chicago, IL
Guardian Life
Eliezer Benjamin is a financial advisor at Guardian Life and holds a Series 66 designation. He has experience working with Park Avenue Securities and the International Planning Alliance. Prior to his advisory roles, he spent four years at Yeshiva University and fifteen years at Farber HDS. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with Guardian Life. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services.
Thomas B
Series 63, Series 65
New York, NY
Guardian Life
Thomas Bellaro is a financial advisor at Guardian Life with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Park Avenue Securities and Guardian Life since 2012. His background includes roles at Park Avenue Investment Advisory, LLC. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services.
Jeffrey C
Series 66
Charlotte, NC
Guardian Life
Jeffrey Collins is a financial advisor with Primerica Advisors based in Charlotte, NC, holding a Series 66 license and 15 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Independent Advisor Alliance, LLC, and LPL Financial, LLC. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes a range of investment strategies through proprietary and third-party manager platforms and supports accounts with features such as securities-based lending and tax harvesting.
Michael W
Series 66
Allentown, PA
Guardian Life
Michael Waterhouse is a financial advisor with Primerica Advisors in Allentown, PA, holding a Series 66 designation and 16 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Company since 2015. Outside of his advisory role, Waterhouse serves as president of the local University of South Florida alumni association, organizing events and networking opportunities for alumni. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial planning and business consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports a wide range of account services.
Dennis M
Series 63, Series 66
Charlotte, NC
Guardian Life
Dennis Myers III is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 24 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company of America since 2004. Myers also engages in insurance activities outside of Guardian-fixed annuities. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting. The firm manages assets through a combination of model portfolios and external strategists, supporting both discretionary and non-discretionary accounts.
Aaron M
Series 63, Series 65
Southfield, MI
Guardian Life
Aaron McDonald is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with Guardian Life Insurance Company and Park Avenue Securities, where he currently serves. McDonald is also involved with McDonald Money LLC and Medfinity Financial, both financial services ventures. 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 brokerage and advisory relationships, financial planning, and retirement-plan consulting, implementing investment strategies through proprietary models, third-party managers, and digital advice platforms.
Nathan S
Series 66
Needham, MA
Guardian Life
Nathan Sullivan is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 license. He has recently entered the industry, beginning his advisory career in 2026. Prior to this, he held roles at Fidelity Investments and Eden Advisory Services, and has experience working in education and community recreation sectors. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and retirement plan consulting to individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary portfolios and a hybrid digital advisory solution.
Leonard H
ChFC®, Series 63, Series 65
Madison, WI
Guardian Life
Leonard Hornung is a financial advisor with Primerica Advisors in Madison, WI, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience and has been with Primerica Advisors and Guardian Life Insurance Co of America since 2011. Outside of his advisory role, he owns a behavioral assessment and team-building business consulting firm. Primerica Advisors serves a wide range of clients, including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and retirement planning. The firm utilizes a combination of proprietary model portfolios, third-party managers, and digital advice platforms to implement its investment strategies.
John R
CFP®, ChFC®, Series 63, Series 65
Rye Brook, NY
Guardian Life
John Ross is a financial advisor with Primerica Advisors in Rye Brook, NY, holding CFP® and ChFC® designations and over 33 years of industry experience. He has been with Primerica Advisors since 1999 and also maintains a long-standing association with The Guardian Life Insurance Company since 1995. Outside of his advisory role, Ross is licensed as a health insurance consultant by the New York Department of Financial Services. Primerica Advisors operates as part of Park Avenue Securities LLC, serving 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 supported by proprietary and third-party investment programs, and it manages approximately $15 billion in regulatory assets under management.
Cally E
Series 65, Series 63
Indianapolis, IN
Guardian Life
Cally Elkin is a financial advisor at Guardian Life with Series 65 and Series 63 licenses and one year of industry experience. She has previously worked at LPL Financial and Charles Schwab & Co., Inc. Outside of her advisory role, she works as a server at Taxman Brewing Company, a bar and restaurant in Fortville, Indiana. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.
Spencer P
Series 63, Series 65
Needham, MA
Guardian Life
Spencer Plassman is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and one year of industry experience. He has previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, Plassman is the owner and operator of Genuine Audio Inc., a media-related business. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial and business consulting. The firm employs a range of proprietary and third-party investment strategies and supports various account-level services such as lending and donor-advised funds.
Jared W
Series 63
Cincinnati, OH
Guardian Life
Jared Wolever is a financial advisor with Primerica Advisors based in Cincinnati, OH, holding a Series 63 designation and 25 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company of America since 2004. Additionally, he is involved in implementing insurance coverage through other carriers outside of Guardian Life. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement-plan consulting. The firm offers multiple proprietary and third-party investment programs, managing approximately $15 billion in regulatory assets under management.
Steven H
Series 63, Series 66
Minnetonka, MN
Guardian Life
Steven Hegarty is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 22 years of industry experience, working since 2004 with Park Avenue Securities and Guardian Life Insurance Co. He also operates Hegarty Consulting Group LLC, an employee benefits firm serving small businesses, and provides identity theft and prepaid legal services. 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 brokerage and advisory services, financial planning, and consulting through proprietary and third-party investment programs.
Michael M
Series 66
Florham Park, NJ
Guardian Life
Michael Millman is a financial advisor with Primerica Advisors, holding a Series 66 designation and seven years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017. Millman is also involved in insurance services addressing needs not covered by Guardian. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting. The firm manages approximately $15 billion in regulatory assets under management and employs a range of investment strategies including model portfolios, third-party managers, and digital advice solutions.
Chad W
Series 66
San Diego, CA
Guardian Life
Chad Wilson is a financial advisor with Primerica Advisors, holding a Series 66 designation and five years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021, with prior roles at Westpac Wealth Partners LLC and Stapleton Group. 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 transaction-based brokerage and fee-based advisory services, utilizing a mix of proprietary model portfolios, third-party managers, and digital advice solutions.
Christopher V
Series 66
Florham Park, NJ
Guardian Life
Christopher Viola is a financial advisor with Primerica Advisors, holding a Series 66 designation and eight years of industry experience. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company, and JP Morgan Chase. Primerica Advisors is part of Park Avenue Securities LLC, which 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.
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