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Tyler L

ChFC®, Series 66

Phoenix, AZ

Guardian Life

Tyler Lieberman is a financial advisor with Guardian Life and holds the ChFC® and Series 66 designations, bringing 10 years of industry experience. His work history includes roles at Guardian Life, Park Avenue Securities, Allstate Insurance Company, and several financial institutions. He is also involved in outside insurance sales. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a variety of investment advisory programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Michael P

CFP®, Series 66

Princeton, NJ

Guardian Life

Michael Petrone is a CFP®-certified financial advisor with 18 years of experience, currently with Primerica Advisors and affiliated with Park Avenue Securities and Guardian Life Insurance since 2013. He is a part owner of Petrone Brokerage LLC, an entity created for Guardian business. Park Avenue Securities serves a broad 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 utilizes 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.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Michael D

Series 66

Medfield, MA

Guardian Life

Michael Difiore is a financial advisor at Guardian Life with five years of industry experience. He holds a Series 66 designation and has worked with Guardian Life and Park Avenue Securities since 2018. His background includes both insurance and securities roles. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients, offering both discretionary and non-discretionary management solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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John W

Series 66

Atlanta, GA

Guardian Life

John Wells III is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has three years of industry experience and previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he performs music with a compensated band. 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 brokerage and advisory services, utilizing a variety of proprietary and third-party investment strategies across multiple platforms.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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William H

Series 63, Series 65

San Diego, CA

Guardian Life

William Hage is a financial advisor with Primerica Advisors based in San Diego, CA, holding Series 63 and Series 65 licenses and with 21 years of industry experience. His career includes extensive tenure at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he serves on the boards of the Peninsula YMCA and the Boy Scouts of America San Diego Imperial Council and holds leadership positions in local mentoring and Rotary Club organizations. 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 retirement-plan consulting. The firm employs a variety of proprietary and third-party investment strategies and provides integrated account services such as lending solutions and donor-advised fund options.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Nicholas P

CFP®, Series 63, Series 65

Newton, PA

Guardian Life

Nicholas Panagiotakis is a CFP® professional with 22 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. His prior roles include positions at Guardian Life Insurance and the International Planning Alliance. He also engages in insurance-related activities outside his advisory work. Park Avenue Securities serves a diverse retail client base with a range of brokerage and advisory services, employing multiple proprietary and third-party investment programs to meet client needs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Joseph D

Series 65, Series 63

Columbus, OH

Guardian Life

Joseph Davidson is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding Series 63 and Series 65 credentials and five years of industry experience. He previously worked at Northwestern Mutual in various capacities for six years and held roles at Old Fort Banking Company and Bowling Green State University. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individual, pension, charitable, and corporate clients with brokerage, financial planning, retirement consulting, and advisory programs that include model portfolios and a digital hybrid advisory solution.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Gregory H

CFP®, ChFC®, Series 66

Greenwood Village, CO

Guardian Life

Gregory Harris is a CFP®, ChFC®, and holds a Series 66 license, with 18 years of industry experience. He has been with Guardian Life and its affiliated entities since 2008 and currently works at Park Avenue Securities. Outside of his advisory role, he also acts as an independent contractor selling insurance products other than those offered by Guardian. 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. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of proprietary and third-party investment advisory programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Randall B

Series 63, Series 65

Murray, UT

Guardian Life

Randall Bills is a financial advisor with Primerica Advisors and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at Guardian Life Insurance Company and Primerica Advisors. Outside of his financial advisory work, he plays keyboard for a local rock and roll band called The Flashback Brothers. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and business consulting. The firm utilizes various investment strategies and supports both discretionary and non-discretionary account management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Trennon P

Series 63, Series 65

Gilbert, AZ

Guardian Life

Trennon Payne is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior experience includes roles at Guardian Life Insurance, Park Avenue Securities, and Northwestern Mutual Wealth Management Company. Outside of finance, he previously worked in the restaurant industry with Oregano's Pizza Bistro and The Herb Box. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services along with financial planning and retirement consulting. The firm utilizes a mix of proprietary and third-party investment strategies, managing approximately $15 billion in assets with a large network of advisors.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Samuel F

Series 66

Jamestown, NY

Guardian Life

Samuel Fitch is a Series 66-licensed financial advisor with Primerica Advisors, based in Jamestown, NY, and has two years of industry experience. His prior work includes roles at Parn Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he serves on the board of directors for New Creation Assembly of God and operates a retail comic book shop through Pearl City Comics, LLC. Primerica Advisors 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 and third-party investment strategies, along with financial planning and retirement consulting.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Creighton H

CFP®, ChFC®, Series 63

Scottsdale, AZ

Guardian Life

Creighton Hardy is a CFP® and ChFC® with eight years of experience in the financial services industry. He is currently with Park Avenue Securities, a subsidiary of Guardian Life, and previously worked at Northwestern Mutual for several years. Hardy is also licensed as an insurance broker outside of Guardian Life. Park Avenue Securities, doing business as Park Avenue® Wealth Management, serves individual and institutional clients with brokerage, financial planning, and retirement plan consulting services. The firm offers a combination of proprietary and third-party investment advisory programs and provides both discretionary and non-discretionary advisory relationships.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Ian K

CFP®, Series 65, Series 63

New York, NY

Guardian Life

Ian Kansky is a CFP® with 20 years of experience in the financial services industry. He is affiliated with Guardian Life and Park Avenue Securities, where he has held roles since 2014 and 2015 respectively. Kansky also engages in public speaking focused on financial wellness advice. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a range of advisory programs utilizing both proprietary and third-party investment strategies.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Jerry H

Series 63, Series 65

Fort Myers, FL

Guardian Life

Jerry Hemmer is a financial advisor with Primerica Advisors in Fort Myers, FL, holding Series 63 and Series 65 licenses and with 22 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2007. Outside of his advisory work, Hemmer serves as president of Jayden's Journey Incorporated and operates a boat charter business, HK Global Adventures, LLC. 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 both brokerage and advisory services with a variety of proprietary and third-party investment programs and integrated account-level solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Peter G

Series 63, Series 65

Rock Hill, SC

Guardian Life

Peter Gebre is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 registrations and bringing 16 years of industry experience. His prior experience includes fourteen years with OneAmerica Securities and American United Life, as well as roles at Voya Financial Partners and Guardian Life Insurance Company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and investment advisory programs that include both proprietary and third-party strategies.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Tanya G

Series 63, Series 65

San Diego, CA

Guardian Life

Tanya Gonzalez is a financial advisor with Primerica Advisors in San Diego, CA, holding the Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Bank of America. She is also a member of PURE VIBE LLC, where she is involved in operational management activities. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services including lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Ryan H

Series 66

Minnetonka, MN

Guardian Life

Ryan Hegarty is a financial advisor with Primerica Advisors in Minnetonka, MN, holding a Series 66 designation and five years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company and is also the director of employee benefits at Hegarty Consulting Group LLC. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage, fee-based advisory relationships, and financial planning services, utilizing a mix of proprietary models and third-party strategies.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Richard S

ChFC®, Series 63, Series 65

Incline Village, NV

Guardian Life

Richard Sedway is a financial advisor with Primerica Advisors and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Sedway is also associated with Sedway Financial, which offers various insurance products, and he holds a title with TahoeKidsGuide. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporations. The firm provides both brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Ryan K

Series 66, Series 65

Cedar Falls, IA

Guardian Life

Ryan Kriener is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 66 licenses and possessing 19 years of industry experience. He has worked with Park Avenue Securities and Guardian Life since 2007. Kriener serves as a board member of the College Hill Partnership, a community organization in Cedar Falls, IA. Park Avenue Securities, a wholly owned subsidiary of Guardian Life, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Christian G

Series 66

Tampa, FL

Guardian Life

Christian Garrido is a financial advisor with Guardian Life and holds a Series 66 designation. He has 11 years of industry experience and has worked extensively with Park Avenue Securities and Guardian Life. In addition to his advisory role, he is also an author. 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, pension plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs, including discretionary and non-discretionary model portfolios and a hybrid digital advisory solution.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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