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Christopher H

Series 65, Series 63

Allentown, PA

Guardian Life

Christopher Held is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and 18 years of industry experience. He has worked with both firms since 2014. 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 a range of financial planning and consulting services alongside 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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Michael W

Series 66

Allentown, PA

Guardian Life

Michael Waterhouse is a financial advisor at Guardian Life with 16 years of industry experience. He has worked at Guardian Life since 2015 and previously held positions at Raymond James Financial and Ameriprise. He serves as president of the local University of South Florida alumni association, organizing alumni events and networking activities. Guardian Life, through its 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 combination of advisor-led discretionary management and model-based strategies, integrating insurance products and alternative investments within its service 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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Nicholas R

Series 66

Allentown, PA

Guardian Life

Nicholas Roselli is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. Prior to his current role, he worked at Shipt and attended Pennsylvania State University. Outside of his advisory work, he has experience as a Shipt Shopper. Guardian Life's Park Avenue® Wealth Management 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 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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Waseem K

Series 63, Series 66

Allentown, PA

Guardian Life

Waseem Khan is a financial advisor with Guardian Life, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. His career includes roles at TD Private Client Wealth, TD Bank, and Wells Fargo. He works with Park Avenue Securities LLC, a subsidiary of Guardian Life, which provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment solutions, including advisory services through 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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