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Matthew M
Series 63, Series 66
Hoover, AL
Guardian Life
Matthew Meurer is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 10 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and consulting. The firm utilizes a range of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.
Marc M
Series 63
Garden City, NY
Guardian Life
Marc Merber is a Series 63-licensed advisor with Primerica Advisors and has 32 years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities since 2014. Outside of his advisory role, he serves as a director on his cooperative board in Lynbrook, NY. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs proprietary and third-party investment strategies across various programs and supports discretionary and non-discretionary account management.
Steven M
Series 63
Melville, NY
Guardian Life
Steven Mense is a financial advisor with Guardian Life and holds a Series 63 designation, bringing 31 years of industry experience. His career includes roles at Guardian Life Insurance Company, Park Avenue Securities, Mass Mutual Investors Services, and Massachusetts Life Insurance Co. Outside of his advisory work, he owns and operates a real estate business under Judas Enterprises. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, pension plans, charitable organizations, and corporate clients through a variety of investment programs and financial planning solutions.
Percy B
ChFC®, Series 66, Series 63
Glen Allen, VA
Guardian Life
Percy Blackburn is a ChFC®-credentialed financial advisor with 10 years of industry experience, currently affiliated with Guardian Life and its subsidiary Park Avenue Securities. His prior experience includes roles with Northwestern Mutual Wealth Management Company and related entities from 2015 to 2023. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a range of brokerage services, financial planning, and investment advisory programs.
James R
CFP®, ChFC®, Series 66
Garden City, NY
Guardian Life
James Roche is a CFP® and ChFC® with 13 years of industry experience. He is currently affiliated with Primerica Advisors and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2012. Park Avenue Securities serves a wide range of retail clients, including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports diverse account features such as tax harvesting and securities-based lending.
Zachary P
Series 66
Ridgefield, CT
Guardian Life
Zachary Pumerantz is a financial advisor at Primerica Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Gympass, and FanDuel. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm employs a combination of proprietary and third-party investment strategies and supports various account-level services, managing approximately $15 billion in regulatory assets under management.
Megan M
Series 66
Seattle, WA
Guardian Life
Megan Mora is a financial advisor at Guardian Life and Park Avenue Securities with a Series 66 designation. She has industry experience beginning in 2026 and previously worked at Jane Street Capital from 2022 to 2024. Her background includes a variety of roles across different sectors prior to her advisory career. 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 and advisory services, including financial planning and retirement consulting, utilizing both proprietary and third-party investment models.
Matthew B
Series 63, Series 65
Pittsburgh, PA
Guardian Life
Matthew Binstock is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses, and has 19 years of industry experience. He has worked at Park Avenue Securities since 2007 and with Guardian Life Insurance Company of America since 2006. He serves on the Board of Directors for the Military Community Support Project. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with Guardian Life. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.
Elena P
Series 66
Wall, NJ
Guardian Life
Elena Ptchelintseva is a financial advisor at Primerica Advisors with 21 years of industry experience. She holds a Series 66 designation and has worked extensively with Park Avenue Securities and Guardian Life Insurance. Outside of her advisory role, she serves as Vice President Chair of a BNI Networking Organization. Primerica Advisors operates as an enterprise with a large team of advisors, serving a diverse retail client base including individual, high-net-worth, charitable, 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 financial planning solutions.
Emily W
Series 66
Buffalo, NY
Guardian Life
Emily Willis is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and five years of industry experience. Prior to her advisory career, she worked for seven years at Giuseppe's Pizzeria and Restaurant. Park Avenue Securities LLC is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs, including discretionary and non-discretionary models from in-house and third-party managers.
Pierre B
Series 63, Series 65
Atlanta, GA
Guardian Life
Pierre Bourg is a financial advisor with Primerica Advisors based in Marietta, GA. He holds Series 63 and Series 65 licenses and has 14 years of industry experience. His work history includes positions at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves as a team manager for the North Atlanta Soccer Association. 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 transaction-based brokerage and fee-based advisory services, employing a range of proprietary and third-party investment strategies across various account types.
Nicholas I
Series 63, Series 65
Holmdel, NJ
Guardian Life
Nicholas Ippolito III is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company, as well as positions at Calton & Associates, Inc. and VOYA Financial Advisors. He is also involved with VIP Wealth Management LLC, an investment-related business. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services such as lending solutions and donor-advised funds.
Tory T
Series 66
Greenwood Village, CO
Guardian Life
Tory Tripp is a financial advisor with Primerica Advisors holding a Series 66 designation and based in Denver, CO. Tory has no prior industry experience but has worked in education-related roles, including positions with the Colorado Department of Education and Denver Public Schools. Outside of advisory work, Tory is involved with FemGen Wealth, LLC, providing financial literacy seminars. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, offering proprietary and third-party investment programs along with financial planning and retirement consulting. The firm utilizes multiple investment strategies and supports both discretionary and non-discretionary account management.
Richard B
CFP®, Series 63, Series 65
Windsor, CO
Guardian Life
Richard Bell is a CFP® with 40 years of industry experience, currently affiliated with Primerica Advisors in Windsor, CO. He has worked with Park Avenue Securities and Guardian Life Insurance since 2006, and has operated his own advisory business since 1998. Bell is also involved in providing clients with various insurance products. 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-plan consulting, utilizing a range of proprietary and third-party investment strategies across multiple account types.
Kevin G
Series 66
Phoenix, AZ
Guardian Life
Kevin Gotwalt is a financial advisor at Primerica Advisors with 19 years of industry experience. He holds a Series 66 designation and has worked with Park Avenue Securities and Guardian Life Insurance Company since 2006. Outside of his advisory role, he is involved in providing insurance services including health, life, disability, annuities, and long-term care insurance through other companies. Primerica Advisors serves a diverse retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services including lending solutions and donor-advised funds.
Brian S
CFP®, ChFC®, Series 63, Series 65
King of Prussia, PA
Guardian Life
Brian Sykes is a CFP® and ChFC® with 22 years of experience in financial services. He is currently with Primerica Advisors and has held positions at Park Avenue Securities and Guardian Life Insurance Company since 2003. Outside of his advisory role, he is the founder of Founding Capital, LLC. Primerica Advisors serves a diverse retail client base, providing both brokerage and fee-based advisory services along with financial planning and retirement consulting. The firm offers a range of investment programs utilizing proprietary and third-party strategies, supporting various account types and lending solutions.
Morgane E
ChFC®, Series 66
Miami, FL
Guardian Life
Morgane Eyraud is a financial advisor with Guardian Life and holds the ChFC® and Series 66 designations. She has five years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory role, she serves as a trustee for the Au Fournil Inc 401(k)/Profit Sharing Plan, a retirement plan for her father's bakery business. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker‑dealer and SEC‑registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a mix of proprietary and third-party investment advisory programs.
Eric P
Series 63, Series 66
Irvine, CA
Guardian Life
Eric Post is a financial advisor with Guardian Life and Park Avenue Securities in Irvine, CA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His work history includes multiple roles at Park Avenue Securities and Guardian Life Insurance Company dating back to 2013. Outside of his primary advisory duties, he is involved in selling fixed insurance products outside of Guardian Life. Park Avenue Securities LLC, where Mr. Post is affiliated, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides brokerage services, financial planning, retirement plan consulting, and diverse advisory programs, including model portfolios and a hybrid digital advisory solution.
Scott G
Series 63, Series 65
Columbus, OH
Guardian Life
Scott Grotelueschen is a financial advisor with Primerica Advisors in Columbus, OH, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance since 2015. Outside of his advisory role, he serves as a board member of The Walk Foundation, which empowers athletes through faith, and participates in an annual mission trip organized by his church. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with a range of brokerage and advisory services. The firm offers proprietary and third-party investment programs, financial planning, and consulting services, managing approximately $15 billion in regulatory assets under management.
Jordan S
Series 66
Paramus, NJ
Guardian Life
Jordan Strickland is a financial advisor at Guardian Life with a Series 66 credential and one year of industry experience. His prior work includes roles at LifeCare Diagnostic Imaging and Changebridge Medical Associates. He works with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.
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