Jonathan Markos is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 registrations and 12 years of industry experience. His career includes roles at MassMutual Life Insurance Company and MML Investors Services LLC, with more recent positions at Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities LLC serves a broad retail client base, offering both transaction-based brokerage and fee-based advisory services, including financial planning and retirement-plan consulting. The firm utilizes a combination of proprietary model portfolios, third-party investment managers, and digital advice solutions to implement investment strategies for individual and institutional clients.

Nicholas Liapunov is a financial advisor at Primerica Advisors with 30 years of industry experience. He holds a Series 63 designation and has worked extensively with Park Avenue Securities and Guardian Life Insurance Company since 1999. Outside of his advisory role, he is involved in sports endorsement through Entourage Sports Management, assisting PGA and LPGA players with career development. Park Avenue Securities serves a wide retail client base, including individual and high-net-worth investors, offering brokerage and advisory services alongside financial and retirement planning. The firm employs a range of investment strategies through proprietary and third-party portfolios and provides account-level services such as lending solutions and donor-advised funds.

David Reardon is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has a background spanning over a decade at both firms. In addition to his advisory work, he provides financial education workshops to groups and organizations. Park Avenue Securities LLC, doing business 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 with brokerage services, financial planning, retirement consulting, and a range of investment advisory programs.

Shane Coen is a financial advisor with Primerica Advisors, holding a Series 66 designation and currently based in Needham, MA. He has held roles at Park Avenue Securities, Guardian Life Insurance Company, and several other firms since 2021. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs and account-level solutions. The firm manages approximately $15 billion in assets and employs over 1,900 investment adviser representatives.

Andrew Rogel is a financial advisor with Guardian Life and holds a Series 66 credential. He has six years of industry experience, including previous roles at J.P. Morgan Chase and Park Avenue Securities. Rogel is also affiliated with California State University San Marcos. 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. The firm offers a range of brokerage, financial planning, and investment advisory services, with tailored solutions including discretionary and non-discretionary portfolios managed in-house or by third-party strategists.

Adam Schlossberg is a CFP® professional with 13 years of experience in the financial services industry. He currently works with Park Avenue Securities and Guardian Life Insurance Company, where he has been employed since 2014. Schlossberg is also the owner of NS Private Client Group LLC and Private Client Insurance Services LLC, businesses that provide insurance and investment-related services. Park Avenue Securities LLC serves a wide range of clients, including individual investors, high-net-worth individuals, charitable organizations, and corporations. The firm offers brokerage and advisory services along with financial planning and consulting, utilizing proprietary and third-party investment strategies across various asset classes.

Chris Filibeck is a financial advisor at Guardian Life with 16 years of industry experience. He holds Series 63 and Series 66 licenses. His career includes 15 years with NYLIFE Securities LLC and New York Life Insurance Company before joining Park Avenue Securities and Guardian Life in 2025. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and investment advisory services. The firm offers a range of discretionary and non-discretionary advisory options including model portfolios and digital advisory solutions.

Brett Mock is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Primerica Advisors and has held positions at Park Avenue Securities, Guardian Life Insurance Company, Northwestern Mutual, and Charles Schwab. Outside of financial advising, he is the owner of Brett Mock Legal Services and serves on the Valparaiso University Customer Experience Program Advisory Board. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, offering a range of brokerage and advisory services along with financial and retirement planning. The firm employs a variety of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.

Madhulika Nemani is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance since 2017. Outside of her advisory role, she serves as the National Youth Director for VT Seva, a nonprofit organization focused on environmental and educational volunteering activities. Park Avenue Securities LLC, 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, and a range of investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships utilizing model portfolios and digital advisory solutions.

Christopher Ciani is a financial advisor at Primerica Advisors with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with Park Avenue Securities and Guardian Life Insurance for over 15 years. Outside of his advisory role, he sells fixed insurance products through Crump Life Insurance. Park Avenue Securities serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary model portfolios and third-party investment managers across various account types and investment strategies.

William Franz is a Series 66 licensed financial advisor with 20 years of industry experience. He is currently associated with Park Avenue Securities and Guardian Life Insurance, where he has worked since 2017, and previously worked with Primerica Advisors and Guardian Life Insurance from 2010 to 2017. Outside of his advisory roles, he serves as a board member for the Miramonte Homeowner Association and the Grey Oaks Property Owners Association. 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 both brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies, and provides a range of financial planning and consulting solutions.

Travis Ames Sr. is a financial advisor with Primerica Advisors in McKinney, TX, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has worked extensively with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is involved with Capital Wealth Advisory Group, assisting business owners in planning and executing strategies to improve their outcomes. Primerica Advisors serves a diverse retail client base, offering brokerage and advisory services including financial planning, retirement-plan consulting, and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services.

Dibyendu De is a financial advisor with Primerica Advisors based in Johns Creek, GA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with firms including Guardian Life Insurance Company, Park Avenue Securities, Mass Mutual Investors Services, and MetLife Securities. His activities include non-registered broker work related to life, health, disability, and long-term care insurance. Park Avenue Securities LLC serves a broad retail client base with transaction-based brokerage and fee-based advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm uses proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised fund options.

Richard Sherwin is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 66 licenses and over 24 years of industry experience. His career includes roles at Bloomberg Tradebook LLC and Pruco Securities LLC. Outside of his advisory work, he serves as a board member and youth lacrosse commissioner for Eastchester Blue Devils of NY, Inc. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships, utilizing model portfolios from internal and third-party managers.

Marko Zivic is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and bringing 12 years of industry experience. His work history spans multiple roles with both Guardian Life Insurance Company and Park Avenue Securities since 2016. Outside of his advisory role, he owns Zjiveli LLC, which focuses on personal taxes and cash flow organization. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving 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 investment advisory programs.

Joseph Miller is a Series 66-licensed financial advisor with Primerica Advisors in Las Vegas, NV, bringing six years of industry experience. His prior roles include positions at Guardian Life Insurance Company and Park Avenue Securities, where he has worked since 2019. Park Avenue Securities LLC serves a wide retail client base including individual, high-net-worth, charitable, and corporate clients, offering brokerage and advisory services alongside financial and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party models and supports both discretionary and non-discretionary account management.

Paul Fochler II 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. He has been associated with Guardian Life since 2013 and Park Avenue Securities since 2014. Outside of his advisory role, he is involved in selling insurance products not offered by Guardian. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a subsidiary of Guardian Life Insurance Company of America. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, providing brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

Benjamin Hartman is a Series 66-registered financial advisor with Primerica Advisors, based in New York, NY. He has one year of industry experience and has held roles at Park Avenue Securities, Guardian Life Insurance Company, the New York Mets, BSE Global, and Dual Fuel Corp. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and fee-based advisory services with a range of investment strategies implemented through proprietary models, third-party managers, and digital advice platforms.

Carrie Foote is a financial advisor with Primerica Advisors in San Diego, CA, holding Series 63 and Series 66 licenses and 26 years of industry experience. She has worked at Park Avenue Securities and Guardian Life since 2023 and spent 17 years at CUSO Financial Services, LP. Park Avenue Securities LLC serves a broad retail client base with brokerage and advisory services, including financial planning and retirement-plan consulting. The firm offers various proprietary and third-party investment programs and supports discretionary and non-discretionary account management across multiple asset types.

Jeffrey Dyer is a financial advisor with Primerica Advisors in Pittsburgh, PA, holding a Series 63 designation and 24 years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, and Cetera, including a decade at Cetera Advisor Networks LLC. Outside of his advisory role, he serves as president of Valley Brook Country Club. Park Avenue Securities LLC serves a broad retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs, financial planning, and consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies across discretionary and non-discretionary accounts.