Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Adolphe C
ChFC®, Series 63, Series 66
Greenwood Village, CO
Guardian Life
Adolphe Cyr is a financial advisor with Guardian Life in Greenwood Village, CO, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 37 years of industry experience, including over 18 years with Guardian Life and Park Avenue Securities. Cyr also provides insurance consultancy services to other insurance agents focused on estate planning and business transition cases. Park Avenue Securities LLC, 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 utilizes a combination of advisor-led discretionary management and model-based strategies, providing tailored client relationships and access to proprietary and third-party investment programs.
Alden S
Series 66
San Diego, CA
Guardian Life
Alden Salcedo is a financial advisor at Guardian Life and Park Avenue Securities with a Series 66 designation and no prior industry experience. His work history includes positions at Guardian Life, Comma8, Mojenta, and snapIoT, as well as time at Pepperdine University. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, 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 proprietary platforms.
Jonathan M
Series 63, Series 66
Las Vegas, NV
Guardian Life
Jonathan Markos is a financial advisor at Guardian Life with 13 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at MassMutual Life Insurance Company and MML Investors Services LLC. He is currently based in Las Vegas, NV. Park Avenue Securities LLC, 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 a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and proprietary programs.
Nicholas L
Series 63
Rye Brook, NY
Guardian Life
Nicholas Liapunov is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and over 30 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 1999. Outside of his advisory role, he is involved with Entourage Sports Management, supporting PGA and LPGA players with endorsement opportunities. Park Avenue Securities, a subsidiary of Guardian Life, 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, advisory, and consulting solutions supported by proprietary and third-party platforms.
David R
Series 63, Series 65
Prescott, AZ
Guardian Life
David Reardon is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has 15 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance. He also provides financial education workshops to groups and organizations. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, businesses, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions.
Shane C
Series 66
Needham, MA
Guardian Life
Shane Coen is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, having worked at firms including Park Avenue Securities and O'Brien Wealth Partners, LLC. Coen’s background also includes roles outside finance, such as positions at Sigilon Therapeutics and Northeastern University. Park Avenue Securities, a wholly owned 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, consulting, and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.
Andrew R
Series 66
San Diego, CA
Guardian Life
Andrew Rogel is a financial advisor at Guardian Life with six years of industry experience. He holds the Series 66 designation and has worked at firms including Park Avenue Securities and J.P. Morgan Chase. Rogel has also been affiliated with California State University San Marcos for ten years. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and investment advisory services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.
Adam S
CFP®, Series 66
Florham Park, NJ
Guardian Life
Adam Schlossberg is a Certified Financial Planner (CFP®) with 13 years of experience. He is currently with Guardian Life and its subsidiary Park Avenue Securities, where he has worked since 2014. Schlossberg is involved in managing insurance services through related businesses and engages in bank referral activities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers both advisor-led discretionary management and model-based strategies, with access to insurance products and alternative investments through Guardian Life.
Chris F
Series 63, Series 66
Fargo, ND
Guardian Life
Chris Filibeck is a financial advisor with Guardian Life in Fargo, ND, holding Series 63 and Series 66 designations and 16 years of industry experience. His career includes 15 years at NYLIFE Securities LLC and New York Life Insurance Company before joining Guardian Life and Park Avenue Securities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and investment advisory services, combining advisor-led discretionary management with model-based strategies and providing access to proprietary and third-party advisory solutions.
Brett M
CFP®, Series 63, Series 66
Indianapolis, IN
Guardian Life
Brett Mock is a CFP® professional affiliated with Guardian Life and Park Avenue Securities, with 11 years of industry experience. His background includes roles at Northwestern Mutual Wealth Management and Charles Schwab, as well as legal practice through Brett A Mock Esq. He serves on the Valparaiso University Customer Experience Program Advisory Board. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporations, and charitable organizations. The firm integrates advisor-led discretionary management and model-based strategies, providing tailored financial planning, retirement plan services, and access to insurance and alternative investments.
Madhulika N
Series 63, Series 65
Atlanta, GA
Guardian Life
Madhulika Nemani is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at both Guardian Life and Park Avenue Securities since 2017. Outside of her advisory work, she serves as the National Youth Director for VT Seva, a nonprofit organization involved in environmental and educational volunteering activities. Park Avenue Securities 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 a range of financial planning and consulting services tailored to client needs.
Christopher C
Series 63, Series 66
Bardonia, NY
Guardian Life
Christopher Ciani is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 20 years of industry experience and has worked with Park Avenue Securities and Guardian Life Insurance since 2011. He also has a part-time role selling fixed insurance products through Crump Life Insurance. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm provides tailored client solutions through a combination of advisor-led discretionary management, model-based strategies, and access to insurance products and alternative investments.
William F
Series 66
Fort Myers, FL
Guardian Life
William Franz is a Series 66-credentialed financial advisor with 21 years of industry experience. He has been affiliated with Guardian Life and its subsidiary Park Avenue Securities since 2010. Outside of his advisory role, he serves on the boards of the Miramonte Homeowner Association and the Grey Oaks Property Owners Association in Naples, FL. Park Avenue Securities LLC, a wholly owned 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 combines advisor-led discretionary management with model-based strategies and offers a range of planning, consulting, and advisory solutions tailored to client needs.
Travis A
Series 63, Series 65
Addison, TX
Guardian Life
Travis Ames Sr. is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked with Guardian Life and Park Avenue Securities since 2016. Outside of his primary roles, Ames is involved with Capital Wealth Advisory Group, which assists business owners in planning and executing their ideas into profit. 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 solutions that include financial planning, consulting, and access to insurance and alternative investment products.
Dibyendu D
Series 63, Series 65
Atlanta, GA
Guardian Life
Dibyendu De is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 16 years of industry experience and has worked with firms including MetLife Securities, MassMutual, and Park Avenue Securities. His activities include broker-related sales and service of life, health, disability, and long-term care insurance. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, retirement plans, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.
Richard S
Series 65, Series 66
Rye Brook, NY
Guardian Life
Richard Sherwin is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 65 and Series 66 licenses and 24 years of industry experience. He has worked with Guardian Life and Park Avenue Securities since 2019 and previously held roles at Pruco Securities LLC and Bloomberg Tradebook LLC. Outside of his advisory work, Sherwin serves as a Youth Lacrosse Commissioner and board member for Eastchester Blue Devils of NY, Inc. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plan sponsors, and organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products, alternative investments, and a range of integrated lending and business consulting tools.
Marko Z
Series 66
Carlsbad, CA
Guardian Life
Marko Zivic is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2016. Zivic is also the owner of Zjiveli LLC, a personal taxes and cash flow organization based in Carlsbad, CA. 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, combining proprietary programs with third-party platforms and a range of financial planning and consulting services.
Joseph M
Series 66
Las Vegas, NV
Guardian Life
Joseph Miller is a financial advisor with Guardian Life and holds a Series 66 designation. He has six years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Miller’s prior work history includes time with Mad Minute LLC and the Hakkasan Group. 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 proprietary and third-party solutions.
Paul F
Series 63, Series 65
Atlanta, GA
Guardian Life
Paul Fochler II is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has worked at Park Avenue Securities since 2014 and Guardian Life since 2013. Outside of his advisory role, he also sells insurance products not offered by Guardian. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and advisory services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment solutions.
Benjamin H
Series 66
New York, NY
Guardian Life
Benjamin Hartman is a financial advisor at Guardian Life with a Series 66 credential and one year of industry experience. His prior roles include positions at BSE Global and Dual Fuel Corp., as well as a year with the New York Mets. 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 combines advisor-led discretionary management with model-based strategies and provides client-centered financial planning, consulting, and access to both proprietary and third-party advisory solutions.
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.
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”)
Finding advisors...
Find a financial advisor
Based on your filters