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Eric P

Series 63, Series 66

Irvine, CA

Guardian Life

Eric Post is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including multiple periods at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory role, he is involved in providing fixed insurance products separate from Guardian Life. Park Avenue Securities LLC, part 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 combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party platforms and insurance 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
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Scott G

Series 63, Series 65

Columbus, OH

Guardian Life

Scott Grotelueschen is a financial advisor with Guardian Life in Columbus, OH, holding Series 63 and Series 65 licenses and over 31 years of industry experience. His prior roles include positions at LPL Financial and Merrill. He serves as a board member of The Walk Foundation, an organization focused on empowering athletes through faith, and participates annually in a mission trip for his church. Guardian Life, through its subsidiary Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment solutions including advisor-led discretionary management, model-based strategies, and digital advisory services.

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
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Jordan S

Series 66

Paramus, NJ

Guardian Life

Jordan Strickland is an advisor at Guardian Life with the Series 66 designation and one year of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Certified Financial Services. Before entering the financial industry, he held positions at LifeCare Diagnostic Imaging and Changebridge Medical Associates. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides advisor-led discretionary management combined with model-based strategies and access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.

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
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David P

CFP®, Series 66

Tampa, FL

Guardian Life

David Parker IV is a CFP® with 11 years of industry experience, currently serving with Guardian Life and its subsidiary Park Avenue Securities. He has been with Guardian Life since 2014 and holds a Series 66 license. Parker also serves as President of a local BNI chapter. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions combining advisor-led discretionary management with model-based strategies and utilizes 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
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Barry N

Series 63, Series 66

Wall, NJ

Guardian Life

Barry Nash is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and over 40 years of industry experience. He has worked at Park Avenue Securities since 2014 and Guardian Life since 2013. Outside of his advisory work, Nash serves on the board of directors and volunteers at The Strand Theater in Lakewood, NJ. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments through its affiliation 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
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Bryan C

Series 66

Roslyn, NY

Guardian Life

Bryan Carlucci is a financial advisor with Guardian Life, holding a Series 66 designation and two years of industry experience. His work history includes roles at Guardian Life and Northeast Financial Network, as well as previous employment in diverse fields such as hospitality and education. Outside of his advisory duties, he engages in independent insurance activities unrelated to Guardian Life. Guardian Life’s Park Avenue Wealth Management subsidiary 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 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
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R Jeffrey M

Series 63, Series 65

Irvine, CA

Guardian Life

R Jeffrey Morrison is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with Park Avenue Securities and Guardian Life since 2010 and maintains a college counseling activity through Campus Pathway, focusing on serving a smaller number of families while shifting emphasis toward business market financial planning. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, businesses, and organizations, combining advisor-led discretionary management with model-based strategies and offering access to proprietary programs, third-party solutions, and insurance 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
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Michael S

Series 63, Series 65

Madison, WI

Guardian Life

Michael Strohl is a financial advisor with Guardian Life holding Series 63 and Series 65 licenses. He has one year of industry experience, including time at Third Coast Advisors, and serves clients from Madison, WI. His prior work includes service in the United States Marine Corps and roles at the University of Wisconsin-Whitewater and Loomis Armored US. Guardian Life's subsidiary, Park Avenue® Wealth Management, provides brokerage and 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, 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
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Katie S

Series 63, Series 65

Las Vegas, NV

Guardian Life

Katie Strunk is a financial advisor at Guardian Life with Series 63 and Series 65 licenses and two years of industry experience. She has worked at Guardian Life and Park Avenue Securities since 2025, and previously held roles at First Command Advisory Services and affiliated firms. Prior to entering the financial industry, she was a homemaker for seven years. 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 offers a range of tailored financial planning and advisory solutions through both advisor-led discretionary management and model-based strategies.

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
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Brian S

Series 63, Series 65

Syracuse, IN

Guardian Life

Brian Slabaugh is a financial advisor with Guardian Life in Syracuse, IN, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Guardian Life since 2006 and previously worked at SII Investments, Inc. from 1999 to 2006. Outside of his advisory role, he serves on a church finance committee. 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 consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party advisory 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
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Kevin T

Series 63, Series 65

Canton, OH

Guardian Life

Kevin Tubbs is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 34 years of industry experience. He has been with Guardian Life since 2001 and Park Avenue Securities since 2008. Outside of his advisory work, he is involved with Western Reserve Racing, helping to run races on weekends. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, institutions, and retirement plan sponsors. The firm offers a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions tailored to diverse 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
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Jonathyn D

Series 66

Fernandina Beach, FL

Guardian Life

Jonathyn Dropco is a financial advisor with Guardian Life and holds a Series 66 designation. He has 25 years of industry experience, primarily with Park Avenue Securities and Guardian Life Insurance Company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 relationships through a combination of advisor-led discretionary management, model-based strategies, and digital advisory 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
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Cole D

Series 66

Hilton Head Island, SC

Guardian Life

Cole De Marzo is a financial advisor with Guardian Life, holding a Series 66 designation and beginning his advisory career in 2025. He has prior experience at the University of Wyoming and Michigan State University. 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 delivers a range of advisory solutions including discretionary management, model-based strategies, and digital advisory portfolios, supported by proprietary platforms and third-party providers.

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
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Randall W

CFP®, ChFC®, Series 66

Brentwood, TN

Guardian Life

Randall Whitman is a CFP® and ChFC® with 19 years of industry experience, currently affiliated with Guardian Life through Park Avenue Securities. He has worked with Guardian Life, Park Avenue Securities, and Peachtree Planning of Tennessee since 2006. Outside of his advisory role, he co-moderates the WDW4Families podcast, which discusses topics related to family visits to Walt Disney World. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm offers both discretionary and model-based investment management, alongside financial planning and consulting services tailored to various 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
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Marisa M

Series 66

New York, NY

Guardian Life

Marisa Monaco is a Series 66 licensed financial advisor at Guardian Life with one year of industry experience. She has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2025 and was previously self-employed for five years. 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 advisor-led discretionary management alongside model-based strategies, as well as digital advisory solutions 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
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Keith T

ChFC®, Series 66

Charlotte, NC

Guardian Life

Keith Taylor is a ChFC® and holds a Series 66 license, with 26 years of industry experience. He has worked at Park Avenue Securities since 2000 and previously was with C.P. Advisory Services from 2000 to 2004. Outside of his advisory work, he teaches pickleball part time in Charlotte, NC. 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 tailored client relationships 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
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Kylee B

Series 66

Irvine, CA

Guardian Life

Kylee Bowden is a financial advisor at Guardian Life with seven years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Guardian Life’s subsidiary, Park Avenue Securities LLC, 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 consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory 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
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Barbara T

Series 66

Drexel Hill, PA

Guardian Life

Barbara Turner is a financial advisor with Guardian Life, holding a Series 66 designation and 19 years of industry experience. She previously worked at Citizens Securities, Inc., Janney Montgomery Scott, and AXA Advisors. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm delivers tailored client solutions using 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
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Christian M

Series 63, Series 65

Beachwood, OH

Guardian Life

Christian Morton is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses with seven years of industry experience. He has previously worked at Northwestern Mutual Wealth Management Company and related entities. Outside of his advisory role, Morton is involved with the St. Edward Alumni Association. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client relationships through advisor-led discretionary management and model-based strategies, 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
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Robert P

CFP®, Series 63

Buffalo, NY

Guardian Life

Robert Powalski III is a CFP® certificant with 15 years of experience at Guardian Life, where he has worked since 2011. He is based in Buffalo, NY, and serves as a partner in Praxis Financial Group, a financial planning practice. Powalski also holds a trustee role with the PGA Pathfinder, a charitable organization serving western New York. Guardian Life, through its 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 both 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
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