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David P

CFP®, Series 66

Tampa, FL

Guardian Life

David Parker IV is a CFP® professional with 11 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and Park Avenue Securities, and has prior experience at Guardian Life Insurance Company. Outside of his advisory work, he serves as president of a local BNI chapter. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services with a range of proprietary and third-party investment programs. The firm supports various account-level services including financial planning, lending solutions, and charitable giving options.

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

Series 63, Series 66

Wall, NJ

Guardian Life

Barry Nash is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and possessing 39 years of industry experience. He has worked at Park Avenue Securities since 2014 and Guardian Life Insurance since 2013. Outside of his advisory roles, he serves on the board of directors and volunteers at The Strand Theater in Lakewood, NJ. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, including financial planning, retirement consulting, and business consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms, managing approximately $15 billion in regulatory assets under management.

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

Series 66

Roslyn, NY

Guardian Life

Bryan Carlucci is a financial advisor with Primerica Advisors, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Guardian Life Insurance Company and Northeast Financial Network. Outside of his advisory work, he has entrepreneurial experience with Luigi's Pizzeria. Primerica Advisors serves a broad retail client base with a range of brokerage and advisory services, including financial planning and retirement-plan consulting. The firm offers multiple proprietary programs and third-party investment platforms, managing accounts through various investment strategies and solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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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 credentials and bringing 19 years of industry experience. He has worked at both firms since 2010 and also operates Campus Pathway, a college counseling business that he continues to manage on a limited basis. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs, offering 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 S

Series 65

Madison, WI

Guardian Life

Michael Strohl is a financial advisor at Guardian Life with a Series 65 designation and no prior industry experience. His background includes service in the United States Marine Corps and roles at Loomis Armored US, Third Coast Advisors, and the University of Wisconsin–Whitewater. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage services, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, utilizing a combination of proprietary and third-party investment advisory programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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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 registrations and two years of industry experience. She previously worked at First Command Advisory Services and affiliated firms before joining Guardian Life and its subsidiary Park Avenue Securities. 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 plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and investment advisory programs, including discretionary and non-discretionary management using both 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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Brian S

Series 63, Series 65

Syracuse, IN

Guardian Life

Brian Slabaugh is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and having 33 years of industry experience. He has been affiliated with Guardian Life Insurance Co of America since 2006. Outside of his advisory role, he serves on a church finance committee and acts as a trustee for a family member’s trust. Primerica Advisors operates as part of Park Avenue Securities LLC, providing brokerage and advisory services to individual and high-net-worth clients, charitable organizations, and corporate clients. The firm offers a range of investment strategies through proprietary and third-party platforms, including discretionary and non-discretionary account management options.

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

Series 63, Series 65

Canton, OH

Guardian Life

Kevin Tubbs is a financial advisor with Primerica Advisors in Canton, OH, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Park Avenue Securities since 2008 and has been affiliated with Guardian Life Insurance Company since 2001. Outside of his advisory work, he is involved with Western Reserve Racing, assisting with race operations on weekends. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies through proprietary and third-party models and supports various account services including 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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Jonathyn D

Series 66

Fernandina Beach, FL

Guardian Life

Jonathyn Dropco is a Series 66-licensed financial advisor with 24 years of industry experience. He is currently associated with Primerica Advisors and has an extensive work history with Park Avenue Securities and Guardian Life Insurance Company spanning over two decades. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios, supporting discretionary and non-discretionary accounts with various investment products and lending solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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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 industry career in 2025. Prior to joining Guardian Life, he was affiliated with the University of Wyoming and Michigan State University. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients. The firm offers a range of investment advisory programs and financial planning solutions.

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

CFP®, ChFC®, Series 66

Brentwood, TN

Guardian Life

Randall Whitman is a financial advisor with Primerica Advisors in Brentwood, TN, holding CFP® and ChFC® designations and 19 years of industry experience. He has worked with Park Avenue Securities, Peachtree Planning of TN, and Guardian Life Insurance Company since 2006. Outside of finance, he co-moderates the WDW4Families podcast, which discusses family experiences at Walt Disney World. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary portfolios, third-party managers, and digital advice platforms.

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

Series 66

New York, NY

Guardian Life

Marisa Monaco is a financial advisor with Guardian Life and holds a Series 66 designation. She has one year of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to her current roles, she was self-employed from 2018 to 2024. 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 individuals, pension plans, charitable organizations, and corporate clients through a variety of brokerage, financial planning, and investment advisory services.

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

ChFC®, Series 66

Charlotte, NC

Guardian Life

Keith Taylor is a financial advisor with Primerica Advisors based in Charlotte, NC. He holds the ChFC® designation and the Series 66 license, and has 25 years of industry experience. He has worked at Park Avenue Securities since 2000. Outside of his advisory work, he teaches pickleball part-time in Charlotte. 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 transaction-based brokerage and fee-based advisory services, employing a variety of investment strategies through proprietary models, third-party managers, and digital advice platforms.

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

Series 66

Irvine, CA

Guardian Life

Kylee Bowden is a financial advisor with Primerica Advisors who holds a Series 66 designation and has six years of industry experience. Her work history includes roles at Park Avenue Securities, Guardian Life Insurance, and Wells Fargo Advisors. 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 both brokerage and fee-based advisory services, employing a mix of proprietary and third-party investment strategies alongside financial planning and business consulting.

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

Series 66

Drexel Hill, PA

Guardian Life

Barbara Turner is a financial advisor with Primerica Advisors based in Drexel Hill, PA, holding a Series 66 designation and 19 years of industry experience. Her career includes roles at Guardian Life Insurance Company, Citizens Securities, Inc., Janney Montgomery Scott, and AXA Advisors LLC. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services, including financial planning and retirement-plan consulting. The firm offers a range of proprietary and third-party investment programs and supports 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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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 and seven years of industry experience. His career includes roles at Northwestern Mutual and a current affiliation with Guardian Life and Park Avenue Securities. He is involved with the St. Edward Alumni Association in a nonprofit capacity. Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individual, corporate, and nonprofit clients with brokerage services, financial planning, and investment advisory programs, offering both discretionary and non-discretionary advisory relationships through a range 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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Robert P

CFP®, Series 63

Buffalo, NY

Guardian Life

Robert Powalski III is a CFP® professional with 14 years of industry experience, currently affiliated with Primerica Advisors since 2011. He also maintains a role with Guardian Life Insurance Co. of America. Outside of his advisory work, Powalski serves as a trustee for the PGA Pathfinder, a charitable organization in western New York. Primerica Advisors operates as part of a larger enterprise serving a diverse retail client base, offering brokerage and advisory services alongside financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services, including lending 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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Brian G

Series 66

Shrewsbury, NJ

Guardian Life

Brian Grande is a financial advisor with Primerica Advisors, holding a Series 66 designation and bringing 11 years of industry experience. He has worked with Guardian Life Insurance Company since 2013 and Park Avenue Securities since 2014. In addition to his advisory roles, Grande organizes skateboarding contests and demonstrations for youth through his business, Skate Nugg LLC. Park Avenue Securities serves a diverse 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 and supporting features 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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James P

Series 66

Southlake, TX

Guardian Life

James Park is a financial advisor with Guardian Life, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Edward Jones, Principal Life Insurance Company, and McCune and Whitely Wealth Management. Outside of his advisory work, he serves on the board of the Euless Historical Preservation Committee and is secretary of the Euless Citizen's Fire Academy Alumni Association. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporations. The firm offers both discretionary and non-discretionary advisory solutions, including a hybrid digital platform called VestWise™.

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

Series 66

New York, NY

Guardian Life

Elisabeth Goldberg is a financial advisor at Primerica Advisors with a Series 66 designation and one year of industry experience. Her prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, Capital Advisors, Comerica Bank, Bruin Media Group, and Duvall Atelier. She was also a full-time student from 2014 to 2024. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms, managing approximately $15 billion in regulatory assets under management.

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