Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Andrea O

Series 63, Series 66

Garden City, NY

Guardian Life

Andrea Owen Boyd is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. Her work history includes roles at Equitable Advisors, LPL Financial, and Bethpage Federal Credit Union. Outside of finance, she is involved in community activities with Grace United Methodist Church and coordinates events for the Morant Bay High School Alumni Association. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to a diverse client base, including high-net-worth individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers a mix of advisor-led discretionary management and model-based strategies, along with specialized tools and access to insurance and alternative investment products.

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
user avatar
firm logo

Finley W

Series 63, Series 65

Glen Allen, VA

Guardian Life

Finley Woodward is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including prior roles at Ohio National. Woodward also engages in insurance sales outside of Guardian for clients who do not qualify for Guardian products. 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 through proprietary and third-party platforms, with tailored client relationships including financial planning and consulting.

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
user avatar
firm logo

Jason L

Series 66

Latham, NY

Guardian Life

Jason Lurie is a Series 66-licensed financial advisor with Guardian Life in Latham, NY, where he has worked since 2013, accumulating 18 years of industry experience. He serves on the Advisory Board of NAIFA New York, a nonprofit organization for financial industry professionals, and is a board member of the Clifton Park Industrial Development Agency, providing guidance on local business development. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm provides customized financial planning and investment management using both advisor-led discretionary management and 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
user avatar
firm logo

Jeffery O

Series 63, Series 66

Greenwood Village, CO

Guardian Life

Jeffery Oconnell is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and 66 licenses and bringing 44 years of industry experience. His career includes prior roles at Mutual of Omaha Investor Services and earlier periods with Guardian Life. Outside of his advisory work, he owns and manages health and tennis club facilities through OC Sports LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, businesses, and organizations. The firm provides tailored financial planning and investment management solutions through a combination of advisor-led discretionary management, model-based strategies, and digital advisory 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
user avatar
firm logo

Myles T

ChFC®, Series 63, Series 66

Lake Mary, FL

Guardian Life

Myles Thurston III is a financial advisor at Guardian Life with 37 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His career includes multiple tenures at Guardian Life and Park Avenue Securities spanning over three decades. Thurston is also involved with Insurance-Innovative Underwriters in an insurance-related capacity. Guardian Life’s Park Avenue® Wealth Management, where Thurston practices, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charities, and businesses. The firm combines advisor-led discretionary management with model-based strategies through proprietary and third-party platforms, providing tailored financial planning and consulting 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
user avatar
firm logo

Dominic J

Series 63, Series 65

Madison, WI

Guardian Life

Dominic Johnson is a financial advisor with Guardian Life in Madison, WI, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at firms including Northwestern Mutual and MassMutual. Outside of his advisory role, he serves as a board member for Life Center Church and Spedidit Enterprises. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides 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
user avatar
firm logo

Ross C

Series 63, Series 65

Irvine, CA

Guardian Life

Ross Christiansen is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and six years of industry experience. He previously owned Rocketology LLC for eight years and currently receives residual income from the sale of that business. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client relationships through a combination of advisor-led discretionary management, model-based strategies, and access to 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
user avatar
firm logo

Michael M

Series 63, Series 65

Atlanta, GA

Guardian Life

Michael Moore is a financial advisor at Guardian Life with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2007. 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 using 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
user avatar
firm logo

Steven R

Series 63, Series 65

Stamford, CT

Guardian Life

Steven Rzezuski is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having 22 years of industry experience. His prior work includes positions at Northwestern Mutual Wealth Management Company, National Financial Network, and Prudential. Outside of his advisory role, he holds a minority ownership interest in Lord Hobo Brewery. 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 provides tailored client solutions through advisor-led discretionary management, model-based strategies, and a digital advisory platform, combined with 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
user avatar
firm logo

Cason S

Series 66

Birmingham, AL

Guardian Life

Cason Smith is a financial advisor at Guardian Life with five years of industry experience. He holds a Series 66 credential and has worked at Guardian Life and Park Avenue Securities since 2018. 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 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
user avatar
firm logo

Eric H

Series 63, Series 65

Jamestown, NY

Guardian Life

Eric Harvey is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has been with Guardian Life since 2015. Outside of his advisory role, he serves on the boards of the Chautauqua Blind Association and the Rotary Club Jamestown Community Service Fund. Guardian Life, through its subsidiary Park Avenue Securities LLC operating as Park Avenue® Wealth Management, 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 access to proprietary and third-party advisory solutions, including 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
user avatar
firm logo

Nicholas R

Series 66

Allentown, PA

Guardian Life

Nicholas Roselli is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Shipt and attended Pennsylvania State University. Outside of his advisory work, he has experience as a Shipt Shopper. Guardian Life's Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments through its connection with Guardian Life.

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
user avatar
firm logo

Brett K

CFP®, Series 65, Series 66

San Diego, CA

Guardian Life

Brett Keener is a CFP® professional with 24 years of industry experience, currently serving at Guardian Life and its subsidiary Park Avenue Securities. He has held roles at Guardian Life since 2015 and is licensed to sell insurance with multiple companies beyond Guardian. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plan sponsors, and organizations, offering both 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
user avatar
firm logo

Michael E

Series 63, Series 65

Needham, MA

Guardian Life

Michael Elcock Sr. is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Guardian Life since 1996 and its related entities since 1990. Outside of his advisory role, he serves as Vice Chair for the National PAC Committee of NAIFA, supporting fundraising efforts at the state level. Guardian Life, through its Park Avenue® Wealth Management division, 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 and offers various 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
user avatar
firm logo

Waseem K

Series 63, Series 66

Allentown, PA

Guardian Life

Waseem Khan is a financial advisor with Guardian Life, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at TD Private Client Wealth, TD Bank, and Wells Fargo. He works with Park Avenue Securities LLC, a subsidiary of Guardian Life, which provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment solutions, including advisory services 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
user avatar
firm logo

Kieran B

Series 66

Pewaukee, WI

Guardian Life

Kieran Bieneman is a financial advisor with Guardian Life and holds a Series 66 designation. He has three years of industry experience, including time at Park Avenue Securities. Outside of his advisory work, he serves as a trustee for his parent's estate. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, retirement plan sponsors, and organizations. The firm offers tailored financial planning and investment management through a combination of advisor-led discretionary management and model-based 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
user avatar
firm logo

Michael D

Series 66

Paramus, NJ

Guardian Life

Michael Digirolamo is a Series 66 licensed advisor with Guardian Life in Paramus, NJ, and has five years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2018. Outside of his advisory role, he was involved with Finks Barbecue Roadhouse & Cheesesteak from 2016 to 2020. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, businesses, and organizations. The firm offers a range of financial planning and consulting services, combining advisor-led management with model-based strategies across 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
user avatar
firm logo

Patrick O

Series 63, Series 65

Rye Brook, NY

Guardian Life

Patrick O Gara is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has two years of industry experience, working at both Park Avenue Securities and Guardian Life since 2024. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned 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 provides advisor-led discretionary management alongside model-based strategies, supported by proprietary programs and third-party platforms, delivering tailored client solutions including financial planning and ongoing consulting.

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
user avatar
firm logo

Laura C

Series 63, Series 66

Beaverton, OR

Guardian Life

Laura Coats is a financial advisor with Guardian Life, holding Series 63 and Series 66 credentials and 26 years of industry experience. She previously worked with Princor Financial Services Corporation and Principal Life Insurance Company for 12 years, and with Voya Financial Advisors and Voya Financial Partners. Coats is based in Beaverton, Oregon. Guardian Life’s subsidiary, Park Avenue® Wealth Management, 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 combination of advisor-led discretionary management, model-based strategies, and a digital advisory platform, with access to insurance products, alternative investments, and integrated lending options.

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
user avatar
firm logo

Shawna M

Series 63, Series 66

Charlotte, NC

Guardian Life

Shawna Minervini is a financial advisor with Guardian Life in Charlotte, NC, holding Series 63 and Series 66 licenses and having 22 years of industry experience. Her prior work includes roles at Park Avenue Securities, MassMutual Life Insurance Co., and MetLife Securities Inc. Outside of her advisory work, she is also a licensed real estate broker with Farms & Estates Realty. 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 a range of financial planning and advisory solutions, combining advisor-led 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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)