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Douglas S

Series 66

Tarrytown, NY

Guardian Life

Douglas Strahle is a financial advisor with Guardian Life, holding a Series 66 designation and three years of industry experience. He has worked at several firms including Park Avenue Securities, LPL Enterprise, and Pruco Securities LLC. Outside of his financial career, he was involved with the Monmouth Symphony Orchestra from 2015 to 2019. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a 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, retirement consulting, and investment advisory programs including 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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Ryan M

Series 63, Series 66

Lake Oswego, OR

Guardian Life

Ryan Myers is a financial advisor with Primerica Advisors based in Tualatin, OR, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, Pinnacle Financial, Pioneer Insurance Group, Liberty Mutual, and Clear Home. Outside of advisory work, he is involved in several non-investment activities, including consulting on Employee Retention Credit filings and sales for a solar company. Park Avenue Securities serves a broad retail client base with both brokerage and advisory services, offering a range of proprietary and third-party investment programs. The firm manages accounts through various strategies and platforms, including discretionary and non-discretionary management, and supports 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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Heather W

Series 65, Series 63

Portland, OR

Guardian Life

Heather Williams is a financial advisor with Guardian Life and Park Avenue Securities holding Series 65 and Series 63 licenses, with six years of industry experience. She has previously worked at Northwestern Mutual and Mutual of Omaha. Williams is also engaged in outside insurance sales. Park Avenue Securities, a subsidiary of Guardian Life, serves individuals, pension plans, and corporate clients by offering brokerage services, financial planning, retirement consulting, 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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Michael S

Series 66

Needham, MA

Guardian Life

Michael Shtifter is a financial advisor at Primerica Advisors with four years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company. 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, employing a range of proprietary and third-party investment strategies across various account types.

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

Series 63, Series 66

Wall, NJ

Guardian Life

John Coyle Jr. is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Park Avenue Securities, LLC since 2019, with prior experience at Guardian Life Insurance Co of America and PricewaterhouseCoopers. He serves as president of the Notre Dame Club of the Jersey Shore. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm utilizes a combination of proprietary model portfolios, third-party managers, and digital advice solutions to implement investment strategies for individual and institutional clients.

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

Wayzata, MN

Guardian Life

Timothy Foster is a financial advisor with Primerica Advisors in Wayzata, MN, holding 56 years of industry experience. He has worked with Guardian Life Insurance Co. of America since 2014 and Primerica Advisors since 2006. Outside of his advisory work, Foster is involved in the restaurant industry through ownership in Nova Restaurant Group and Tavern 4 & 5 LLC, and participates annually in fundraising for Ducks Unlimited. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors. The firm offers a range of brokerage and advisory services with multiple proprietary and third-party investment programs and a focus on integrated, scalable solutions.

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

Series 66

Germantown, WI

Guardian Life

Kristen Borst is a Series 66-licensed financial advisor with 11 years of industry experience, currently affiliated with Primerica Advisors. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017 and previously spent four years at Robert W. Baird & Co. Outside of her advisory work, she serves as a Germantown Village Trustee for District 4. Park Avenue Securities LLC serves a diverse retail client base, providing brokerage and advisory services along with financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary model portfolios and third-party managers, supporting both discretionary and non-discretionary accounts.

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

Series 66

Jacksonville, FL

Guardian Life

Cierra Colgrove is a financial advisor with Guardian Life, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Park Avenue Securities, North Florida Financial, and Strategic Wealth Group. She serves as the Treasurer for the Nassau Council of Arts & Culture. She is affiliated with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

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

Series 66

Honolulu, HI

Guardian Life

Aaron Domingo is a financial advisor at Guardian Life with 11 years of industry experience and holds a Series 66 designation. He has been associated with Park Avenue Securities since 2015 and Guardian Life Insurance since 2014. Outside of his advisory work, Domingo is involved in several nonprofit boards in Hawaii and plays music for various events as a side hobby. 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. The firm offers brokerage services, financial planning, retirement consulting, and investment advisory programs using both proprietary and third-party models.

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

Series 63, Series 66

New York, NY

Guardian Life

Fred Huang is a financial advisor with Primerica Advisors based in New York, NY, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company, The Prudential Insurance Company of America, Pruco Securities, NYLIFE Securities, and New York Life Insurance Company. 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 transaction-based brokerage and fee-based advisory relationships, financial planning, retirement-plan consulting, and business consulting services, utilizing proprietary model portfolios, third-party strategists, and digital advice solutions.

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

ChFC®, Series 63, Series 65

Atlanta, GA

Guardian Life

Kevin Linsey is a financial advisor with Primerica Advisors located in Atlanta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience and has been affiliated with Park Avenue Securities and The Guardian Life Insurance Company since 2011. Linsey is also associated with Kevin J Linsey Associates, Inc. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

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

Series 63

Buffalo, NY

Guardian Life

James Fashano is a financial advisor with Guardian Life in Buffalo, NY, holding a Series 63 designation and 31 years of industry experience. He has been with Guardian Life and its affiliate since 2011. Outside of his advisory role, he is a 90% owner of Alliance Advisory Group Inc., a non-investment-related business based in Buffalo. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of advisory programs using both proprietary and third-party portfolios.

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

Series 66

Paramus, NJ

Guardian Life

Nicholas Astore is an advisor at Guardian Life with a Series 66 designation. He has one year of industry experience, including time at Park Avenue Securities. His background includes education roles at Virginia Polytechnic Institute and State University, Wahconah Regional High School, and Nessacus Regional Middle School. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with financial planning, retirement consulting, and advisory programs.

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

ChFC®, Series 63

Charlotte, NC

Guardian Life

Robert Holmes is a financial advisor with Primerica Advisors based in Charlotte, NC, holding the ChFC® and Series 63 designations and bringing 51 years of industry experience. He has been affiliated with Park Avenue Securities and Guardian Life Insurance since 2013. Holmes serves as a board member of the Society of Financial Services Professionals. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering a range of brokerage and advisory services along with financial and business consulting. The firm implements investment strategies through proprietary and third-party model portfolios 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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Frederick S

Series 63, Series 65

Baton Rouge, LA

Guardian Life

Frederick Sharbaugh is a financial advisor with Primerica Advisors in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having 27 years of industry experience. He has worked with Guardian Life Insurance Company and Primerica Advisors since 1997 and 1999, respectively. Outside of his advisory role, he operates a financial services business that sells third-party products. Primerica Advisors is part of a larger enterprise that serves a broad retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios 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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Freddy L

Series 63, Series 65

Las Vegas, NV

Guardian Life

Freddy Lopez is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior experience includes roles at MassMutual Life Insurance Company and MML Investors Services LLC. Outside of his advisory work, he serves as Treasurer on the Las Vegas Pride Board of Directors and is President of the Consolidated Association of Prides, Inc. Park Avenue Securities LLC operates as both a broker-dealer and SEC-registered investment adviser, providing brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary management options, including 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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Joseph S

Series 63, Series 65

Cincinnati, OH

Guardian Life

Joseph Stiles is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2013. Outside of his advisory role, he serves on the Finance Committee and Board of Directors for the Paul Lammermeier Foundation. 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 a range of brokerage and advisory services, employing proprietary and third-party investment strategies across various platforms to meet diverse client needs.

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

Series 66

Reston, VA

Guardian Life

Janna Climer is a Series 66-licensed financial advisor at Primerica Advisors with one year of industry experience. Her prior roles include positions at Guardian Life Insurance Company, Private Advisor Group, LLC, and LPL Financial. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services. The firm offers various investment programs and solutions, including proprietary model portfolios, third-party managers, and digital advice platforms.

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

Series 63, Series 66

Charlottesville, VA

Guardian Life

William Reifsteck is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 credentials. He has six years of industry experience, including roles at Northwestern Mutual and Park Avenue Securities. Outside of his advisory work, he serves as Head Coach and President of Crozet Summit and is involved as a coach’s representative on the board of the Peachtree Baseball League of Albemarle County. Primerica Advisors serves a broad retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs along with financial planning and consulting solutions.

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

Series 63, Series 66

Garden City, NY

Guardian Life

Andrea Owen Boyd is a financial advisor with Primerica Advisors based in Garden City, NY, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. She has previously worked at firms including Park Avenue Securities, Guardian Life Insurance Company, LPL Financial, and AXA Advisors. Outside of her advisory role, Boyd is involved in community activities such as assisting with evangelism and event planning at Grace United Methodist Church and coordinating alumni activities for Morant Bay High School. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios 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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