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Finley W

Series 63, Series 65

Glen Allen, VA

Guardian Life

Finley Woodward is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. Woodward’s career includes multiple roles at both Guardian Life Insurance Company and Park Avenue Securities since 2016. Outside of these roles, Woodward is also involved in selling insurance products outside of Guardian for clients who do not qualify for Guardian coverage. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm serves individual, institutional, and nonprofit clients with brokerage, financial planning, and investment advisory services, offering both discretionary and non-discretionary portfolio management with proprietary and third-party solutions.

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

Series 66

Latham, NY

Guardian Life

Jason Lurie is a Series 66-licensed financial advisor with Primerica Advisors, where he has worked since 2013. He has 17 years of industry experience, including roles at Guardian Life Insurance Company. He serves on the advisory board of NAIFA New York and is a board member of the Clifton Park Industrial Development Agency. Primerica Advisors operates under Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers various proprietary and third-party investment programs, combining discretionary and non-discretionary management across multiple asset types.

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

Series 63, Series 66

Greenwood Village, CO

Guardian Life

Jeffery Oconnell is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. He has worked with Guardian Life Insurance and Park Avenue Securities since 2014. Outside of his advisory role, he is involved in operating OC Sports LLC, which owns the facilities for a health and tennis club in Greeley, Colorado. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial and retirement planning. The firm employs a variety of investment strategies through proprietary and third-party platforms, supporting 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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Myles T

ChFC®, Series 63, Series 66

Lake Mary, FL

Guardian Life

Myles Thurston III is a ChFC® credentialed financial advisor with 36 years of industry experience. He is currently affiliated with Primerica Advisors and Park Avenue Securities, with prior experience at Guardian Life Insurance. Thurston has involvement with Insurance-Innovative Underwriters as a side business. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and retirement and business consulting, implementing investment strategies through proprietary and third-party portfolios with a range of account and lending solutions.

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

Series 63, Series 65

Madison, WI

Guardian Life

Dominic Johnson is a financial advisor at Guardian Life with eight years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Northwestern Mutual and MassMutual. Johnson serves as a board member of Life Center Church and Spedidit Enterprises. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing 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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Ross C

Series 65, Series 63

Irvine, CA

Guardian Life

Ross Christiansen is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. He has six years of industry experience, including roles at Guardian Life, Park Avenue Securities, and Northwestern Mutual. Christiansen previously owned Rocketology LLC and currently receives residual income from the sale of that company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm combines proprietary and third-party models and offers 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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Michael M

Series 63, Series 65

Atlanta, GA

Guardian Life

Michael Moore is a financial advisor with Primerica Advisors based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2007. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm employs a combination of proprietary and third-party investment strategies and offers 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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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 roles include positions at Northwestern Mutual, National Financial Network, and Prudential. Outside of his advisory work, he holds a minority ownership in Lord Hobo Brewery. Park Avenue Securities, operating as Park Avenue® Wealth Management and a 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 investment advisory programs using a combination of 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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Cason S

Series 66

Birmingham, AL

Guardian Life

Cason Smith is a financial advisor with Guardian Life and holds a Series 66 designation. He has five years of industry experience, with prior roles at Park Avenue Securities and Strategic Wealth Specialists. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a range 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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Eric H

Series 63, Series 65

Jamestown, NY

Guardian Life

Eric Harvey is a financial advisor with Primerica Advisors in Jamestown, NY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co since 2015. Harvey serves as a board member for both the Chautauqua Blind Association and the Rotary Club Jamestown Community Service Fund. 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 a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and supports features such as securities-based lending and tax-harvesting.

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

Series 66

Allentown, PA

Guardian Life

Nicholas Roselli is a financial advisor at Primerica Advisors with two years of industry experience. He holds a Series 66 designation and has prior work experience with Guardian Life Insurance Company and Shipt. Outside of his advisory role, he has worked as a Shipt shopper. 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, employing a range of investment strategies through 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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Brett K

CFP®, Series 65, Series 66

San Diego, CA

Guardian Life

Brett Keener is a CFP®-certified financial advisor with 24 years of industry experience, currently associated with Primerica Advisors and Park Avenue Securities. He has worked with Guardian Life Insurance Company since 2015 and holds Series 65 and Series 66 licenses. Keener is also licensed to sell insurance products beyond Guardian Life. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a variety of investment strategies through proprietary and third-party platforms, 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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Michael E

Series 63, Series 65

Needham, MA

Guardian Life

Michael Elcock Sr. is a financial advisor with Primerica Advisors in Needham, MA, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Primerica Advisors since 1999 and has a longstanding background in the insurance industry, including roles at Guardian Life Insurance Company of America and Phoenix Mutual Life Insurance Company. He serves as Vice Chair for the National PAC Committee of NAIFA, a political action committee raising funds through state NAIFA leadership. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with brokerage and advisory services, including financial and retirement planning. The firm offers a variety of investment programs and platforms, managing accounts through proprietary and third-party portfolios with discretionary and non-discretionary options.

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

Series 66

Pewaukee, WI

Guardian Life

Kieran Bieneman is a Series 66-credentialed financial advisor with three years of industry experience, currently with Primerica Advisors in Pewaukee, WI. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. He serves as a trustee for his parent’s estate. 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 through proprietary and third-party investment programs, utilizing both discretionary and non-discretionary account management strategies.

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

Paramus, NJ

Guardian Life

Michael Digirolamo is a Series 66-licensed financial advisor with Primerica Advisors and has four years of industry experience. He has worked at Park Avenue Securities since 2019 and at Guardian Life Insurance Company since 2018. Outside of financial services, he was involved with Finks Barbecue Roadhouse & Cheesesteak from 2016 to 2020. Park Avenue Securities serves a wide range of clients including individuals, high-net-worth investors, charitable organizations, and corporations. The firm offers both brokerage and advisory services, utilizing 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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Patrick O

Series 65, Series 63

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 and has been affiliated with Park Avenue Securities and Guardian Life since 2024. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships and incorporates proprietary and third-party investment models.

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

Series 63, Series 66

Beaverton, OR

Guardian Life

Laura Coats is a financial advisor with Guardian Life in Beaverton, OR, holding Series 63 and Series 66 designations and 26 years of industry experience. She previously worked for Principal Life Insurance Company and Princor Financial Services Corporation for 12 years before joining Guardian Life in 2023. Guardian Life’s subsidiary, Park Avenue Wealth Management, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines in-house and third-party investment strategies and offers 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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Shawna M

Series 63, Series 66

Charlotte, NC

Guardian Life

Shawna Minervini is a financial advisor at Primerica Advisors with 22 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at firms including Park Avenue Securities, Guardian Life Insurance Company, and MassMutual. Outside of advising, she is also a licensed real estate broker with Farms & Estates Realty. Park Avenue Securities serves a broad retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, 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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Adolphe C

ChFC®, Series 63, Series 66

Greenwood Village, CO

Guardian Life

Adolphe Cyr is a financial advisor with Guardian Life and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 37 years of industry experience and has been with Guardian Life in various capacities since 2008. He also provides insurance consultancy services focused on estate planning and business transition cases. He currently practices at Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm offers brokerage services, financial planning, and investment advisory programs to individuals, retirement 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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Alden S

Series 66

San Diego, CA

Guardian Life

Alden Salcedo is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has experience working at Park Avenue Securities, Guardian Life Insurance, and several other firms and organizations over the past several years, including roles outside the financial industry. Park Avenue Securities 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 account types.

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