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Anthony F

Series 63, Series 65

Wall, NJ

Guardian Life

Anthony Ferrara is a financial advisor with Guardian Life holding Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at Park Avenue Securities since 2018 and previously was associated with Avantax Investment Services and LPL Financial. Outside of advising, he is involved in income tax preparation services through TFA Income Tax Services, Inc., where he serves as an officer. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and proprietary 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
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Douglas S

Series 66

Tarrytown, NY

Guardian Life

Douglas Strahle is a Series 66-registered financial advisor with three years of industry experience. He is currently with Guardian Life and Park Avenue Securities and has prior experience at LPL Enterprise, Pruco Securities, and New York Life affiliates. Outside of finance, he was involved with the Monmouth Symphony Orchestra from 2015 to 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, businesses, and institutions. The firm offers both advisor-led discretionary and model-based investment strategies, supported by proprietary programs and third-party 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
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Ryan M

Series 63, Series 66

Lake Oswego, OR

Guardian Life

Ryan Myers is a financial advisor with Guardian Life in Lake Oswego, OR, holding Series 63 and Series 66 licenses and five years of industry experience. His prior work includes roles at Pinnacle Financial, Pioneer Insurance Group, Liberty Mutual, and Clear Home. Outside of his advisory role, he is involved with several non-investment-related business activities, including Employee Retention Credit filing and solar energy sales. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individual, corporate, retirement plan, charitable, and business clients with brokerage and advisory services. The firm offers a combination of advisor-led discretionary management and model-based strategies, providing tailored financial planning 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
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Heather W

Series 63, Series 65

Portland, OR

Guardian Life

Heather Williams is a financial advisor at Guardian Life with six years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Northwestern Mutual and Mutual of Omaha. Williams is also involved in outside insurance sales. Guardian Life operates Park Avenue Securities LLC, which 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 and consulting services, combining advisor-led discretionary management with model-based strategies and digital 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
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Michael S

Series 66

Needham, MA

Guardian Life

Michael Shtifter is a financial advisor at Guardian Life with a Series 66 designation and four years of industry experience. He has worked at Park Avenue Securities since 2021 and has been with Guardian Life since 2018. Prior to that, he was involved with OTD Marketing for seven years. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through both discretionary and non-discretionary management, combining proprietary programs and third-party 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
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John C

Series 63, Series 66

Wall, NJ

Guardian Life

John Coyle Jr. is a financial advisor at Guardian Life with seven years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at PricewaterhouseCoopers. He serves as president of the Notre Dame Club of the Jersey Shore. He works with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm offers a range of advisory solutions, combining 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
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Timothy F

Wayzata, MN

Guardian Life

Timothy Foster is a financial advisor with Guardian Life who holds over 56 years of industry experience. He has worked with Guardian Life since 2006. Outside of his advisory role, he is involved in the restaurant business through ownership in Nova Restaurant Group and Tavern 4 & 5 LLC, and participates in community and nonprofit activities including annual fundraising for Ducks Unlimited and serving on the Ridgeview Foundation Board. Guardian Life, through its 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 a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies supported by proprietary and third-party 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
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Kristen B

Series 66

Germantown, WI

Guardian Life

Kristen Borst is a financial advisor with Guardian Life and holds a Series 66 designation. She has 12 years of industry experience, including prior roles at Robert W. Baird & Co. She serves as a Germantown Village Trustee in District 4. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, businesses, and organizations, combining advisor-led discretionary management with model-based strategies and a range of proprietary 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
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Cierra C

Series 66

Jacksonville, FL

Guardian Life

Cierra Colgrove is a financial advisor with Guardian Life and holds a Series 66 designation. She has two years of industry experience, including roles at Park Avenue Securities and Strategic Wealth Group. Colgrove serves as Treasurer for the Nassau Council of Arts & Culture. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers customized financial planning and discretionary management through a combination of proprietary 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
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Aaron D

Series 66

Honolulu, HI

Guardian Life

Aaron Domingo is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, based in Honolulu, HI. He has 11 years of industry experience and has been with Park Avenue Securities since 2015 and Guardian Life since 2014. Outside of his advisory work, Domingo is a musician and serves on several nonprofit boards in Hawaii, including Ceeds of Peace Hawaii and the Friends of Hawaii Technology Academy. Park Avenue Securities, 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 and consulting services through advisor-led discretionary management, model-based strategies, and digital 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
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Fred H

Series 63, Series 66

New York, NY

Guardian Life

Fred Huang is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 designations and possessing 24 years of industry experience. His work history includes roles at Prudential Insurance Company of America, Pruco Securities, and New York Life Insurance Company. Park Avenue Securities, 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 and provides a range of financial planning and consulting services 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
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Kevin L

ChFC®, Series 63, Series 65

Atlanta, GA

Guardian Life

Kevin Linsey is a financial advisor with Guardian Life and holds the ChFC®, Series 63, and Series 65 designations. He has 31 years of industry experience, including roles at Park Avenue Securities and Guardian Life dating back to 2003. Linsey is also associated with Kevin J Linsey Associates, Inc., a non-investment related business. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through a blend of advisor-led discretionary management, model-based strategies, and digital advisory 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
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James F

Series 63

Buffalo, NY

Guardian Life

James Fashano is a Series 63 licensed financial advisor with Guardian Life, where he has worked for 15 years. He has 31 years of experience in the industry. Fashano is a majority owner of Alliance Advisory Group Inc., a non-investment related business. Guardian Life’s Park Avenue® Wealth Management provides brokerage and advisory services to individuals, businesses, and organizations, combining advisor-led discretionary management with model-based strategies and offering access to both 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
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Nicholas A

Series 66

Paramus, NJ

Guardian Life

Nicholas Astore is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. He previously attended Virginia Polytechnic Institute and State University and has worked at Park Avenue Securities since 2025. 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 tailored client services including discretionary management, model-based 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
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Robert H

ChFC®, Series 63

Charlotte, NC

Guardian Life

Robert Holmes is a financial advisor with Guardian Life in Charlotte, NC, holding the ChFC® and Series 63 designations and bringing 52 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2013, with prior roles at New England Securities, Woodbury Financial Services, and Mony Securities Corporation. Holmes serves as a general board member of the Society of Financial Services Professionals. 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 blend of advisor-led discretionary management and model-based strategies, along with 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
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Frederick S

Series 63, Series 65

Baton Rouge, LA

Guardian Life

Frederick Sharbaugh is a financial advisor with Guardian Life in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Guardian Life and its related entities since 1997. In addition to his advisory role, he operates a separate financial services business that offers products from other companies based on client needs. He is affiliated with Park Avenue® Wealth Management, a subsidiary of Guardian Life Insurance Company of America, which provides a range of brokerage and advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers various financial planning and consulting services 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
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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 credentials with 13 years of industry experience. He previously worked at MassMutual Life Insurance Company and MML Investors Services LLC from 2014 to 2020. Outside of his advisory role, Lopez serves as Treasurer on the Las Vegas Pride Board of Directors and is President of the Consolidated Association of Prides, Inc. Park Avenue Securities is a wholly owned subsidiary of Guardian Life that 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 using proprietary and third-party platforms, offering tailored client relationships 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
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Joseph S

Series 63, Series 65

Cincinnati, OH

Guardian Life

Joseph Stiles is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and having 21 years of industry experience. He has worked with Park Avenue Securities and Guardian Life since 2013. Stiles serves on the Board of Directors and Finance Committee of the Paul Lammermeier Foundation. The firm provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. Its approach combines advisor-led discretionary management with model-based strategies and offers access to proprietary and third-party advisory solutions, alongside a range of 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
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Janna C

Series 66

Reston, VA

Guardian Life

Janna Climer is a financial advisor at Guardian Life with two years of industry experience. She holds a Series 66 designation and has worked previously at Private Advisor Group, LLC and LPL Financial. Guardian Life’s subsidiary Park Avenue Securities provides brokerage and advisory services to individuals, retirement plan sponsors, and charitable organizations, offering a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party 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
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William R

Series 63, Series 66

Charlottesville, VA

Guardian Life

William Reifsteck is a financial advisor with Guardian Life who holds Series 63 and Series 66 credentials and has seven years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and has a 15-year background with Flow Automotive. Outside of his advisory role, he serves as head coach and president of Crozet Summit and is a coach's representative on the board of the Peachtree Baseball League of Albemarle County. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides financial planning, consulting, and access to proprietary and third-party investment programs, combining advisor-led discretionary management with model-based strategies.

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
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