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Timothy G
CFP®, Series 66
Campbell, CA
Guardian Life
Timothy Garner is a CFP® professional with 23 years of industry experience, currently affiliated with Primerica Advisors. His prior experience includes roles at Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, METLIFE SECURITIES Inc, and currently Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he prepares tax returns for Intuit Turbo Tax customers. 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 planning and consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies, including discretionary and non-discretionary accounts.
Pablo I
Series 66, Series 63
Berkeley Heights, NJ
Guardian Life
Pablo Idrovo is a financial advisor at Guardian Life with five years of industry experience. He holds the Series 66 and Series 63 licenses and has worked at firms including Park Avenue Securities and JPMorgan Securities. Outside of his advisory work, he assists clients with buying and selling real estate. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a wholly owned subsidiary of The Guardian Life Insurance Company of America that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs.
Kristen S
ChFC®, Series 63, Series 65
Bath, PA
Guardian Life
Kristen Skowronek is a financial advisor at Guardian Life with seven years of industry experience. She holds the ChFC® designation along with Series 63 and Series 65 licenses. Her previous work includes roles at Park Avenue Securities, Ernst & Young, and The Prudential Insurance Company of America. Kristen works within Park Avenue Wealth Management, a subsidiary of Guardian Life that provides brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of investment advisory programs and financial planning services, including both discretionary and non-discretionary portfolio management.
Jessica L
Series 66
New York, NY
Guardian Life
Jessica Lin is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life. She holds a Series 66 designation and has experience at firms including Ares Management and Pivotal Perspectives. Outside of her advisory role, she is a 50% part-owner of a restaurant called Linro Nanxiang Inc. Park Avenue Securities, operating as Park Avenue® Wealth Management, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, and retirement consulting services. The firm offers both discretionary and non-discretionary advisory solutions, including proprietary and third-party model portfolios, and utilizes a hybrid digital advisory platform called VestWise™.
Andrew M
Series 63
New York, NY
Guardian Life
Andrew Miller is a financial advisor with Guardian Life in New York, NY, holding a Series 63 designation and 37 years of industry experience. He has been with Guardian Life and its affiliates since 2008 and is currently also affiliated with Park Avenue Securities. Outside of his advisory work, he serves as treasurer for the Ocean Beach Volunteer Firemen's Benevolent Association. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and investment advisory programs that combine proprietary and third-party strategies.
Jon F
ChFC®, Series 63, Series 66
Waterford, WI
Guardian Life
Jon Frederickson is a ChFC® credentialed financial advisor with 23 years of industry experience. He is currently associated with Park Avenue Securities and Guardian Life Insurance Company, having worked with PRUCO Securities, LLC for 13 years prior. Frederickson is based in Waterford, WI. Park Avenue Securities LLC serves a diverse 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, and supports various account-level features such as lending solutions and tax-harvesting.
Craig C
Series 63
Woodcliff Lake, NJ
Guardian Life
Craig Castner is a financial advisor with Primerica Advisors, holding a Series 63 designation and bringing 23 years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, Cetera Advisor Networks, Woodbury Financial Services, H. Beck, Inc., LSQ Inc., LPL Financial, and American Funds. He is also involved in Actuarial Retirement Services LLC, a business focused on setting up and maintaining 401(k) plans for small business owners. Park Avenue Securities serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes a mix of proprietary and third-party investment strategies and offers both discretionary and non-discretionary account management options.
Julian S
Series 66
Spokane, WA
Guardian Life
Julian Stewart is a financial advisor at Guardian Life with three years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for three years. Stewart serves as a board member of the Tamarack Center in Spokane, WA. He is affiliated with Park Avenue Securities LLC, a dually registered broker-dealer and SEC-registered investment adviser that provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients.
Reagan W
ChFC®, Series 63, Series 65
Atlanta, GA
Guardian Life
Reagan Wolfe is a Chartered Financial Consultant (ChFC®) with 14 years of industry experience. He has worked at Guardian Life and its wholly owned subsidiary, Park Avenue Securities, since 2010. Outside of his advisory role, he serves as the immediate past chairman of the McCallie Atlanta Alumni and is a board member of NAIFA Atlanta. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individual and institutional clients by providing brokerage services, financial planning, and retirement plan consulting, utilizing both proprietary and third-party investment advisory programs.
William G
CFP®, Series 66
Tallahassee, FL
Guardian Life
William Green is a CFP® professional with 25 years of experience, currently serving at Primerica Advisors in Tallahassee, FL. His prior experience includes roles at Guardian Life Insurance and Park Avenue Securities. Outside of his advisory work, he is a published author and serves on the board of the TMH Foundation. Primerica Advisors operates as part of Park Avenue Securities LLC, offering a broad range of financial planning, retirement consulting, and investment advisory services to individual, high-net-worth, charitable, and corporate clients through multiple proprietary and third-party programs.
Cole S
Series 66
Greenwood Village, CO
Guardian Life
Cole Stephenson is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His background includes roles at Silicon Mountain Technologies and various positions in the hospitality industry. He has also worked with Park Avenue Securities since 2025. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.
Jason P
Series 63, Series 66
Washington Court House, OH
Guardian Life
Jason Phipps is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 25 years of industry experience, including prior work with People's Bank, N.A. and Raymond James Financial Services. He serves as treasurer and board member for local nonprofit organizations in Ohio. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individual and institutional clients with brokerage services, financial planning, retirement consulting, and investment advisory programs. The firm offers discretionary and non-discretionary advisory solutions, including model portfolios and a hybrid digital platform.
David M
Series 63, Series 66
Needham, MA
Guardian Life
David Mercadante is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 designations. He has 20 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Santander Bank. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.
Angela V
Series 63, Series 65
Reston, VA
Guardian Life
Angela Vahue is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. She has 20 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory work, she is a children's book author, an empowered mastery coach, and a Girl Scouts troop leader. Park Avenue Securities LLC 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 range of investment strategies through proprietary and third-party managers and supports various account-level services such as lending solutions and donor-advised funds.
Evan H
Series 66
Paramus, NJ
Guardian Life
Evan Heller is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds a Series 66 designation and has worked with Park Avenue Securities since 2015 and Guardian Life Insurance since 2014. Outside of his advisory role, he is involved in insurance sales beyond Guardian products. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms, managing approximately $15 billion in assets with a broad network of advisors.
Christopher L
Series 66, Series 65
New York, NY
Guardian Life
Christopher Lantero is a financial advisor at Guardian Life with 10 years of industry experience. He holds Series 65 and Series 66 credentials and has worked at Park Avenue Securities and Guardian Life since 2012. 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 with brokerage services, financial planning, retirement plan consulting, and investment advisory programs.
Frank L
ChFC®, Series 63, Series 66
Ridgewood, NJ
Guardian Life
Frank Loscalzo is a ChFC® credentialed financial advisor with 38 years of industry experience. He is currently affiliated with Park Avenue Securities and Guardian Life, having worked at Guardian Life since 1991. Outside of his advisory role, he participates in the Williams College Annual Alumni Fund campaign. Park Avenue Securities LLC, operating 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 a range of brokerage services, financial planning, and investment advisory programs, including discretionary and non-discretionary models and a hybrid digital advisory solution.
Reed P
Series 66
Tampa, FL
Guardian Life
Reed Puzzitiello is a financial advisor with Guardian Life and holds a Series 66 designation. He has been with Guardian Life and its affiliate Park Avenue Securities since 2025, with prior experience at Raymond James & Associates from 2022 to 2025. Reed is based in Tampa, FL. Park Avenue Securities LLC, operating 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 variety of investment advisory programs through both proprietary and third-party models.
George S
Series 66
San Diego, CA
Guardian Life
George Sustarsic is a financial advisor with Primerica Advisors, holding a Series 66 designation and four years of industry experience. He has worked at Park Avenue Securities since 2019 and has prior experience with Guardian Life Insurance Company, Westpac Wealth Partners, and Mark W. Vannatta. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms, managing approximately $15 billion in assets with over 1,900 investment adviser representatives.
Jeffrey K
PFS™, Series 63, Series 66
Scottsdale, AZ
Guardian Life
Jeffrey Kirshner is a financial advisor with Primerica Advisors based in Scottsdale, AZ, holding the PFS™ designation along with Series 63 and 66 licenses. He has 23 years of industry experience and has been with Park Avenue Securities since 2002. Outside of his advisory role, Kirshner operates Kirshner & Klarfeld Financial Group, focusing on insurance and financial services, and serves as a trustee for multiple family trusts. He is also a member of the Congregation Beth Israel Endowment Committee. Park Avenue Securities LLC serves a wide range of clients including individuals, high-net-worth investors, charitable organizations, and corporations, offering both brokerage and advisory services. The firm utilizes a combination of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.
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