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Brian G

Series 66

Shrewsbury, NJ

Guardian Life

Brian Grande is a financial advisor with Guardian Life and holds a Series 66 designation. He has 12 years of industry experience, including roles at Park Avenue Securities and Guardian Life. Outside of his advisory work, he organizes skateboarding contests and demonstrations for youth through his company, Skate Nugg LLC. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and businesses. The firm offers financial planning, discretionary management, and 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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James P

Series 66

Southlake, TX

Guardian Life

James Park is a Series 66-credentialed financial advisor at Guardian Life with eight years of industry experience. His prior roles include positions at Edward Jones, Principal Life Insurance Company, and McCune and Whitely Wealth Management. Park serves as a board member of the Euless Historical Preservation Committee and is secretary for the Euless Citizen's Fire Academy Alumni Association. He works within Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life Insurance Company of America, which 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 both 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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Elisabeth G

Series 66

New York, NY

Guardian Life

Elisabeth Goldberg is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. Her prior work includes roles at Capital Advisors, Comerica Bank, and Bruin Media Group. She has a background as a full-time student from 2014 to 2024. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies, providing access to proprietary and third-party solutions tailored to 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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Autumn V

Series 63, Series 65

Houston, TX

Guardian Life

Autumn Valore is a financial advisor at Guardian Life with three years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities and TIP Group LLC. Valore serves as a board member for the Needville Education Foundation. Guardian Life’s subsidiary, Park Avenue Securities, 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 investment solutions, combining advisor-led discretionary management with model-based strategies and access to 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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Clifford K

Series 66

Orange, CA

Guardian Life

Clifford Kim is a financial advisor with Guardian Life and holds a Series 66 designation. He has 24 years of industry experience, including roles at Prudential Insurance Company of America, Pruco Securities, and Equitable Advisors. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, 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 variety of financial planning and consulting services tailored to 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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James F

CFP®, Series 63, Series 65

Paramus, NJ

Guardian Life

James Foti is a CFP® with 38 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has been with Guardian Life since 2015 and Park Avenue Securities since 2018. In addition to his advisory role, he occasionally implements insurance solutions outside of Guardian to meet specific client needs. Park Avenue Securities, 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 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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Thomas V

Series 63, Series 65

New York, NY

Guardian Life

Thomas Van Belle is a financial advisor with Guardian Life in New York, NY, holding Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at Guggenheim Securities, LLC, Guggenheim Partners, and GE. 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 combines advisor-led discretionary management with model-based strategies and provides access to insurance products and alternative investments through its connection 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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Kyung Mee L

Series 66

Los Angeles, CA

Guardian Life

Kyung Mee Lee is a financial advisor with Guardian Life and holds a Series 66 designation. She has 25 years of industry experience, including prior roles at AXA Advisors and Park Avenue Securities. Outside of her advisory work, she is involved with Dickerson Employee Benefit in a non-investment capacity. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers tailored financial planning and discretionary management through proprietary and third-party platforms, combining advisory expertise with access to insurance and alternative investment 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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Patricia K

Series 63, Series 65

Pittsburgh, PA

Guardian Life

Patricia Kovacic is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and possessing 18 years of industry experience. Her work history includes positions at Merrill and a long tenure at both Guardian Life Insurance Company and Park Avenue Securities since 2010. She is also a commissioned Notary Public. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 combination of advisor-led discretionary management and model-based strategies, access to insurance products and alternative investments, and a range of financial planning and consulting services tailored to 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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Grant W

Series 63, Series 65, Series 66

New Braunfels, TX

Guardian Life

Grant Wilson is a financial advisor with Guardian Life in New Braunfels, TX, holding Series 63, 65, and 66 licenses with three years of industry experience. He has previously worked at firms including NYLIFE Securities LLC, Texas Heritage Bank, and Metlife Securities. Outside of financial services, he is the founder of Mission Accounting & Advisory Incorporated, which provides tax preparation and bookkeeping services. Guardian Life’s Park Avenue® Wealth Management provides brokerage and advisory services to individual, corporate, and nonprofit clients. The firm combines advisor-led discretionary management with model-based strategies, offering tailored financial planning, investment solutions, and access to 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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David F

Series 63

Wayzata, MN

Guardian Life

David Foster is a financial advisor with Guardian Life, holding a Series 63 designation and 35 years of industry experience. He has worked at Guardian Life since 2014 and has been involved with Metropolitan Painting Co. since 1977. Foster also operates a business called Foster K Partners, LLP, known as The Partners Group, LLC. Guardian Life, through its 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 advisory solutions, combining advisor-led discretionary management with model-based strategies and access to 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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