Patrick Manning is a financial advisor with Guardian Life and Park Avenue Securities, holding 14 years of industry experience. He has been with Park Avenue Securities since 2012 and with Guardian Life Insurance Company since 2008. Outside of his advisory work, he serves on the City Club of Cleveland Programming Committee and participates as a voting location deputy. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporations, charitable organizations, and retirement plan sponsors. The firm offers tailored financial planning and consulting through advisor-led discretionary management, model-based strategies, and a range of proprietary and third-party solutions.

Rhett Bergeron is a Series 66 credentialed financial advisor with Guardian Life based in Baton Rouge, LA. He has one year of industry experience and has previously held roles in various local businesses including restaurants and fitness centers. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning, discretionary management, and access to proprietary and third-party investment solutions.

Nicholas Domino is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having eight years of industry experience. He has been associated with Guardian Life since 2013 and Park Avenue Securities since 2018. Outside of his advisory role, he writes disability insurance cases for MetroDi and works as an independent contractor with Lion Street focusing on life and disability insurance. Park Avenue Securities, a subsidiary of 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 customized client solutions through both advisor-led discretionary management and model-based strategies, alongside access to proprietary and third-party advisory programs.

Kenneth Schroering is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has worked at The Guardian Life Insurance Company since 1994 and Park Avenue Securities since 2000. Outside of advising, he is a principal at Schroering & Schroering, P.C., a CPA firm he has been involved with since 1987. Park Avenue Securities, a subsidiary of Guardian Life, 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 tailored client solutions including financial planning, retirement services, and access to proprietary and third-party programs.

David Watson is a CFP®, ChFC®, and Series 66-licensed financial advisor with 11 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2013 and 2015 respectively. Outside of advisory services, he co-owns an LLC used for accounting related to his insurance activities. 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 a combination of advisor-led discretionary management and model-based strategies, along with a range of financial planning and consulting services.

Sean Trottier is a financial advisor with Guardian Life holding Series 63 and Series 65 designations. He has one year of industry experience, including prior roles at Florida Financial Advisors and Park Avenue Securities. Sean previously worked at Bentley University and J.H. Lynch and Sons. Guardian Life, through its subsidiary Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charities, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies with access to proprietary and third-party programs, including specialized insurance and alternative investment options.

Zachary Fu is a financial advisor with Guardian Life and holds a Series 66 designation. He has seven years of industry experience, including prior roles at Equitable Advisors LLC and UBS Financial Services Inc. Outside of his advisory work, he serves as an officer of EZ Pension Services, LLC, and acts as a trustee and estate executor for family trusts. Guardian Life’s 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 through proprietary and third-party platforms, delivering tailored client relationships that include financial planning, consulting, and access to insurance and alternative investment products.

Veronica Chang is a financial advisor at Guardian Life with 32 years of industry experience. She holds a Series 63 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2001. Outside of her advisory role, she serves as a New York State Continuing Education Monitor for the New York State Insurance Department. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management and a subsidiary of Guardian Life, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, providing tailored financial planning, consulting, and access to proprietary and third-party investment solutions.

John Spann IV is a CFP® professional with 17 years of experience, currently serving at Guardian Life. He has been with Guardian Life in various capacities since 2016 and also manages Spann Insurance, Inc., a business he founded in 1998. Outside of his advisory role, he is the managing member of Atlas Holdings LLC and operates Spann Benefits, an independent insurance business. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, retirement plans, and charitable organizations. The firm provides tailored financial planning and investment management solutions through a combination of advisor-led discretionary management and model-based strategies utilizing proprietary programs and third-party platforms.

Evan Murphy is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience and previously worked at Murphy Wealth Management and Wyman Gordon. Guardian Life's subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers tailored financial planning and investment management through a combination of advisor-led discretionary strategies and model-based platforms.

Charles Stegall is a financial advisor with Guardian Life in Charlotte, NC, holding Series 63 and Series 65 licenses and over 35 years of industry experience. He has worked at Guardian Life since 1990 and at CP Advisory Services, Inc. since 1991. Outside of his advisory role, he is involved in multiple business ventures including a financial advisory practice and a passive ownership interest in an HVAC installation company. Guardian Life’s Park Avenue Wealth Management offers brokerage and advisory services to individuals, retirement and corporate plan sponsors, and charitable organizations. The firm integrates advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment platforms, alongside various financial planning and consulting solutions.

Michael Tantillo is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with both Guardian Life and Park Avenue Securities since 2009. 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 offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary and third-party platforms, along with access to insurance products and alternative investments through its affiliation with Guardian Life.

David Moskovitz is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has worked at Guardian Life and its subsidiary Park Avenue Securities since 2012. Outside of his advisory role, he is involved with One Resource Group, an insurance managing general agency that offers access to non-Guardian insurance products. 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 combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party solutions.

Xiuhong Du is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Guardian Life in Atlanta, GA. She has been associated with Park Avenue Securities and Guardian Life since 2016. Du holds board positions with the Gwinnett Tech Foundation, NAIFA Georgia Chapter, Gwinnett Chamber of Directors, and the Women's Advisory Council for Northside Hospital Gwinnett System. She is also a MDRT US Chapter Community Leader. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, as well as access to insurance products and alternative investments through its connection with Guardian Life.

Jesse Mistretta is a financial advisor with Guardian Life, holding a Series 66 designation and three years of industry experience. Prior to joining Guardian Life in 2023, he worked at New York Life and held roles in legal and business settings, including the Hollander Law Group and Calvin Klein’s legal division. He holds a Juris Doctorate but is not practicing law. Guardian Life’s subsidiary, Park Avenue Wealth Management, provides brokerage and advisory services to individuals, corporations, and organizations. The firm offers a range of financial planning and investment solutions combining advisor-led discretionary management with model-based strategies and supports clients with specialized programs and integrated lending options.

Victoria Cooper is a financial advisor with Guardian Life in Houston, TX, holding Series 63 and Series 65 licenses and having eight years of industry experience. She previously worked at Centric Advisors, LLC and StoneTurn Group, LLP. Outside of her advisory work, Cooper is involved as a SCUBA instructor, participates in a health and wellness business, consults on divorce financial analysis, and serves as Budget Chair for the Junior League of The Woodlands. Guardian Life’s 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 tailored client solutions through advisor-led discretionary management, model-based strategies, proprietary and third-party platforms, and maintains connections to insurance and alternative investment products.

Peter Godios is a financial advisor with Guardian Life in Buffalo, NY, holding a Series 63 designation and 33 years of industry experience. He has been with Guardian Life and its related entities since 2011. Guardian Life, through its subsidiary Park Avenue Securities LLC, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses, offering a blend of brokerage and investment advisory services. The firm combines advisor-led discretionary management with model-based strategies and provides access to various proprietary and third-party platforms, alongside integrated lending and alternative investment options.

Alfred Valencia is a Series 66-licensed financial advisor with nine years of industry experience, currently with Guardian Life. He has worked with both Guardian Life and its subsidiary Park Avenue Securities since 2014. Outside of his advisory role, Alfred is a part owner of a small family restaurant where he helps manage kitchen staff. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, serves individuals—including high-net-worth clients—corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and advisory services, combining advisor-led discretionary management with model-based strategies delivered through proprietary and third-party platforms.

Charles Levinson is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has nine years of industry experience, including roles at Park Avenue Securities and Northwestern Mutual. Outside his advisory work, he manages Levinson Financial, LLC, an entity related to his Guardian income, and serves as power of attorney for his father. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm provides a range of financial planning and advisory solutions combining advisor-led discretionary management with model-based strategies, supported by proprietary programs and third-party platforms.

Andrew Petrone is a financial advisor at Guardian Life with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guardian Life since 1997. His outside business activities include the sale of long-term care, health, disability income, and life insurance products outside of Guardian, and he is a 50% member of Petrone Brokerage LLC, which brokers Guardian insurance products. 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, access to proprietary and third-party solutions, and a range of integrated operational and lending services.