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

Michael C

Series 63, Series 65

New York, NY

Guardian Life

Michael Cohen is a financial advisor at Guardian Life with Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2007. Cohen also sells insurance products from firms other than Guardian when appropriate for his clients. 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, discretionary and model-based management strategies, and access to proprietary and third-party advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar
firm logo

Christopher D

CFP®, Series 63, Series 65

Haddonfield, NJ

Guardian Life

Christopher Deyoung is a CFP® professional with 20 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has held roles since 2013. Outside of his advisory work, he serves on the Widener University Business School Tax and Finance Board. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management under 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 variety of advisory solutions, combining advisor‑led discretionary management with model‑based strategies and access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar
firm logo

Jack B

Series 66

New York, NY

Guardian Life

Jack Barone is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His prior roles include positions at Park Avenue Securities and The Guardian Life Insurance Company of America. He attended Marist College and St. Anthony's High School. 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 range of financial planning, consulting, and investment solutions, combining advisor-led discretionary management with model-based strategies and digital advisory platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar
firm logo

Gerald C

Series 66

Niceville, FL

Guardian Life

Gerald Campbell Sr. is a financial advisor with Guardian Life and holds a Series 66 designation, bringing eight years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2017 and previously served 22 years in the United States Air Force. Outside of his advisory role, he coordinates financial education classes for his church and serves on the board of directors for a commercial real estate complex. 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 tailored client solutions including access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar
firm logo

Robert P

Series 66

Rye Brook, NY

Guardian Life

Robert Pruett is a financial advisor with Guardian Life and holds a Series 66 designation. He has 22 years of industry experience and has worked continuously with Park Avenue Securities and Guardian Life Insurance Company since 2004. Outside of his advisory role, he markets non-Guardian insurance products when appropriate. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, including high-net-worth clients, as well as corporate and retirement plan sponsors. The firm combines advisor-led discretionary management with model-based strategies and offers access to insurance products, alternative investments, and integrated lending solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar
firm logo

Monica S

Series 63, Series 65

New York, NY

Guardian Life

Monica Swinney is a financial advisor with Guardian Life who holds Series 63 and Series 65 licenses and has one year of industry experience. Her prior roles include positions at Park Avenue Securities, Strategies for Wealth, Cowgirl Advisory Group, LEX Markets, and EY. Outside the advisory profession, she is a part owner of Cowgirl Advisory Group LLC and is involved in selling merchandise for sports and entertainment. Guardian Life, through its Park Avenue Securities subsidiary, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions including advisor-led discretionary management, model-based strategies, and access to proprietary and third-party investment programs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar
firm logo

Rafael E

Series 63, Series 65

Brooklyn, NY

Guardian Life

Rafael Ekstein is a financial advisor with Guardian Life in Brooklyn, NY, holding Series 63 and Series 65 designations and bringing 31 years of industry experience. He has been with Guardian Life and its affiliates since 1993, including a tenure at Park Avenue Securities since 2018. Outside of his advisory work, he serves as a trustee of the Cornerstone Foundation alongside his wife and is a board member of Highview National Insurance Company. 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 access to proprietary and third-party investment solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar
firm logo

Emily C

CFP®, Series 63, Series 65

Buffalo, NY

Guardian Life

Emily Certo is a CFP® professional with four years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. She has held roles at both firms since 2019 and serves as the Chair of the Ambassador Council for the PUNT Pediatric Cancer Collaborative, focusing on fundraising and sponsorships. Additionally, she is a board member of the Porter Cup golf tournament. 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, charities, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions tailored to client needs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar
firm logo

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 firms including Park Avenue Securities and Barclays Capital. Bellaro’s career includes multiple roles within Guardian Life and its affiliated entities since 2004. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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’s approach combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and various integrated financial programs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar
firm logo

Jeffrey C

Series 66

Charlotte, NC

Guardian Life

Jeffrey Collins is a financial advisor with Guardian Life and holds a Series 66 designation. He has 15 years of industry experience, including roles at Park Avenue Securities, Independent Advisor Alliance, LPL Financial, and Edward Jones. He is based in Charlotte, NC. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and 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.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar
firm logo

Michael W

Series 66

Allentown, PA

Guardian Life

Michael Waterhouse is a financial advisor at Guardian Life with 16 years of industry experience. He has worked at Guardian Life since 2015 and previously held positions at Raymond James Financial and Ameriprise. He serves as president of the local University of South Florida alumni association, organizing alumni events and networking activities. Guardian Life, through its subsidiary 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, integrating insurance products and alternative investments within its service platform.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar
firm logo

Dennis M

Series 63, Series 66

Charlotte, NC

Guardian Life

Dennis Myers III is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at both firms since 2004. In addition to his advisory role, he is involved in insurance activities beyond those offered by Guardian Life. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plans, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management and model-based strategies, integrating proprietary programs, third-party platforms, and a digital advisory solution.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar
firm logo

Aaron M

Series 63, Series 65

Southfield, MI

Guardian Life

Aaron McDonald is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Guardian Life and its affiliates since 2007 and Park Avenue Securities since 2019. 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 offers a range of financial planning, consulting, and investment management solutions, combining advisor-led discretionary management with model-based strategies and proprietary platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar
firm logo

Nathan S

Series 66

Needham, MA

Guardian Life

Nathan Sullivan is a financial advisor at Guardian Life and affiliated with Park Avenue Securities. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Fidelity Investments and Eden Advisory Services. Outside of finance, Nathan has experience working with Thundercat Sports Camps and Littleton Parks and Recreation. 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 blend of advisor-led discretionary management and model-based strategies, along with access to proprietary programs and third-party solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar
firm logo

Leonard H

ChFC®, Series 63, Series 65

Madison, WI

Guardian Life

Leonard Hornung is a ChFC® with 44 years of industry experience, currently serving at Guardian Life since 2011. He is based in Madison, WI, and holds Series 63 and Series 65 licenses. Outside of his advisory role, he operates a behavioral assessment and team building consulting business. 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 proprietary and third-party advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar
firm logo

John R

CFP®, ChFC®, Series 63, Series 65

Rye Brook, NY

Guardian Life

John Ross is a CFP® and ChFC® with 33 years of experience in the financial services industry. He has been associated with Guardian Life and its affiliated companies since 1995, including 27 years specifically at Guardian Life. Outside of his advisory role, he is licensed as a health insurance consultant and engages in insurance product activities beyond those offered by Guardian. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and specialized investment solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar
firm logo

Cally E

Series 63, Series 65

Indianapolis, IN

Guardian Life

Cally Elkin is a financial advisor with Guardian Life in Indianapolis, IN, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Guardian Life and Park Avenue Securities, she worked at LPL Financial and Charles Schwab & Co., Inc. Outside of her advisory role, Elkin is involved with Taxman Brewing Company in Fortville, IN, working as a restaurant server. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers financial planning, consulting, and access to proprietary and third-party investment programs tailored to client needs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar
firm logo

Spencer P

Series 63, Series 65

Needham, MA

Guardian Life

Spencer Plassman is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to his advisory role, he was the owner and operator of Genuine Audio Inc., a non-investment-related business. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, institutions, and nonprofit organizations. The firm offers a range of tailored wealth management solutions including discretionary and non-discretionary mandates, access to proprietary and third-party investment programs, and integrated financial planning and consulting services.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar
firm logo

Jared W

Series 63

Cincinnati, OH

Guardian Life

Jared Wolever is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Park Avenue Securities and Guardian Life since 2004 and previously worked at New England Securities from 2000 to 2004. Outside of his advisory role, he is involved in insurance services through Lifetime Financial Growth. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party solutions tailored to client needs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar
firm logo

Steven H

Series 63, Series 66

Minnetonka, MN

Guardian Life

Steven Hegarty is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Park Avenue Securities and Guardian Life since 2004. Outside of his advisory role, he operates Hegarty Consulting Group LLC, which provides employee benefits services to small businesses, and offers identity theft and prepaid legal services. 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 combines advisor-led discretionary management with model-based strategies through proprietary and third-party platforms, providing tailored client solutions including access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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

© 2026 Warmer Holdings Inc. (“Warmer”)