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Vernon P

ChFC®, Series 63

Atlanta, GA

Guardian Life

Vernon Purcell Jr. is a ChFC®-designated financial advisor with 25 years of industry experience, currently affiliated with Primerica Advisors. He has held positions at Park Avenue Securities since 2000 and is the sole owner of Ashford Advisors Inc., a general agency of The Guardian Life Insurance Company of America. Purcell also serves on the Board of Governors for the Dunwoody Country Club. 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, fee-based advisory relationships, and various financial planning and consulting services, implementing investment strategies through proprietary and third-party model portfolios.

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

Series 66

Atlanta, GA

Guardian Life

Michael Miller is a financial advisor with Primerica Advisors, holding a Series 66 designation and nine years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2014. Outside of his advisory role, he assists with marketing for his wife’s family business and contributes as a freelance writer for Successful Farming Publication. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level 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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John W

Series 66

Atlanta, GA

Guardian Life

John Wells III is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has three years of industry experience and previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he performs music with a compensated band. 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 advisory services, utilizing a variety of proprietary and third-party investment strategies across multiple platforms.

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

Series 66

Atlanta, GA

Guardian Life

Jon Paul Roy is a financial advisor with Primerica Advisors based in Atlanta, GA, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance, Apogee Financial Partners, Vente Partners LLC, and Miller Heiman Group. He serves as an elected trustee for The St. Martin in the Fields Trust, a voluntary role with a five-year term. 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 transaction-based brokerage and fee-based advisory services, utilizing a mix of proprietary and third-party investment strategies across various platforms.

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

Series 63, Series 65

Atlanta, GA

Guardian Life

Emily Pool is a financial advisor with Guardian Life and Park Avenue Securities in Atlanta, GA, holding Series 63 and Series 65 licenses with four years of industry experience. She serves on the Assetmark Operations Advisory Board as a volunteer, providing feedback on operational workflows. 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 with brokerage services, financial planning, retirement consulting, and a range of advisory programs.

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

Series 66

Atlanta, GA

Guardian Life

Brett Godwin is a financial advisor with Guardian Life and holds a Series 66 designation. He began his career in the financial industry in 2025, with prior experience at Ashford Advisors and Park Avenue Securities. Outside of his advisory role, he is involved in private soccer training in Alpharetta, GA. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement consulting, and investment advisory programs.

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

Series 66

Atlanta, GA

Guardian Life

Christopher Johnson is a financial advisor with Primerica Advisors based in Atlanta, GA. He holds a Series 66 designation and has six years of industry experience. His prior roles include positions at Park Avenue Securities LLC, Guardian Life Insurance Company of America, and Wells Fargo Capital. Outside of advisory work, he is involved in insurance sales unrelated to Guardian Life. Park Avenue Securities LLC serves a diverse retail client base, including individual investors, high-net-worth clients, charitable organizations, and corporations. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies across multiple account types.

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

Series 66

Atlanta, GA

Guardian Life

William Francis is a financial advisor with Primerica Advisors based in Atlanta, GA. He holds a Series 66 designation and has two years of industry experience, with prior roles at Guardian Life Insurance, Park Avenue Securities, and Ashford Advisors. In addition to his advisory work, he maintains an insurance business outside of Guardian. Park Avenue Securities 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 and business consulting. The firm employs a range of investment strategies through proprietary and third-party models, supporting both 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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Palmer C

Series 66

Atlanta, GA

Guardian Life

Palmer Curry is a financial advisor with Guardian Life and holds a Series 66 designation. He has five years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017. Outside of his advisory role, he serves as a co-executor on his mother’s will. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and retirement consulting. The firm offers both discretionary and non-discretionary advisory relationships utilizing in-house and third-party model portfolios, along with a hybrid digital advisory solution called VestWise™.

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

Series 66

Atlanta, GA

Guardian Life

Jonathan Dewitt is a financial advisor with Primerica Advisors, holding a Series 66 designation and two years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities, with additional experience at Cove.Tool and Luxe Linear Drains. Dewitt is involved in insurance product sales outside of Guardian. 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 both brokerage and advisory services, employing a range of proprietary and third-party investment strategies across multiple program platforms.

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

CFP®, ChFC®, Series 66

Atlanta, GA

Guardian Life

William Inman Jr. is a financial advisor with Primerica Advisors based in Atlanta, GA, holding CFP®, ChFC®, and Series 66 designations and bringing 17 years of industry experience. He has worked at Park Ave Securities and Guardian since 2008. Inman serves as a member of the Mount Vernon Campaign Council, a school-related volunteer role. Park Avenue Securities LLC serves a broad retail client base, including individual and 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 portfolios and provides services such as lending solutions and donor-advised fund options.

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

Series 66

Atlanta, GA

Guardian Life

Jennifer Hosch is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has nine years of industry experience and has worked at Park Avenue Securities, Guardian Life Insurance Company, and Wells Fargo Advisors. Outside of financial services, she is the owner of Freemanville Farms Tree Company, LLC, a business focused on selling live trees. Park Avenue Securities LLC serves a wide range of clients, including individual investors, high-net-worth individuals, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, and consulting, utilizing a combination of proprietary and third-party investment strategies across various asset classes.

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

CFP®, ChFC®, Series 66

Atlanta, GA

Guardian Life

Michael Ghioto is a financial advisor with Primerica Advisors based in Atlanta, GA, holding CFP®, ChFC®, and Series 66 designations and bringing 20 years of industry experience. He has worked with Park Avenue Securities since 2005 and with Guardian Life Insurance Company since 2004. Park Avenue Securities serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and fee-based advisory services along with financial planning and retirement-plan consulting. The firm uses a combination of proprietary and third-party investment strategies, supporting various account types and lending solutions.

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

ChFC®, Series 63, Series 65

Atlanta, GA

Guardian Life

Norman Plotkin is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including over two decades with both firms. Outside of his advisory role, he volunteers as a financial planner assisting Holocaust survivors through Jewish Family & Children Services of Atlanta and serves as Vice Commodore of the Barefoot Sailing Club. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser affiliated with Guardian Life. The firm provides brokerage services, financial planning, retirement consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

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

Series 63, Series 65

Atlanta, GA

Guardian Life

Austin Ehlinger is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2014. Outside of his advisory role, he serves as an executor of his parent’s estate. 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 advisory services, utilizing a mix of proprietary and third-party investment strategies across various account types.

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

ChFC®, Series 63, Series 65

Atlanta, GA

Guardian Life

Reagan Wolfe is a Chartered Financial Consultant (ChFC®) with 14 years of industry experience. He has worked at Guardian Life and its wholly owned subsidiary, Park Avenue Securities, since 2010. Outside of his advisory role, he serves as the immediate past chairman of the McCallie Atlanta Alumni and is a board member of NAIFA Atlanta. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individual and institutional clients by providing brokerage services, financial planning, and retirement plan consulting, utilizing both 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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Chip B

Series 63

Atlanta, GA

Guardian Life

Chip Busbey Jr. is a financial advisor with Primerica Advisors and Park Avenue Securities, holding a Series 63 designation and over 40 years of industry experience. He worked with Primerica Advisors for 24 years before joining Park Avenue Securities and Guardian Life Insurance Company, where he currently serves. He is also involved in the sale of insurance products on a brokerage basis. Park Avenue Securities serves a broad retail client base, offering transaction-based brokerage and fee-based advisory services alongside financial planning and retirement consulting. The firm employs a range of investment strategies including proprietary model portfolios and third-party managers, 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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Xiuhong D

CFP®, Series 66

Atlanta, GA

Guardian Life

Xiuhong Du is a CFP® and holds a Series 66 license with nine years of industry experience. She is currently affiliated with Guardian Life and Park Avenue Securities, where she has worked since 2017. Du serves on multiple community and industry boards, including the Gwinnett Tech Foundation, NAIFA Georgia Chapter, Gwinnett Chamber's Board of Directors, the Women's Advisory Council for Northside Hospital Gwinnett System, and is a MDRT US Chapter Community Leader. 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 consulting, and a range of advisory programs utilizing 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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Michael M

Series 63, Series 65

Atlanta, GA

Guardian Life

Michael Moore is a financial advisor with Primerica Advisors based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2007. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm employs a combination of proprietary and third-party investment strategies and offers 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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Madhulika N

Series 63, Series 65

Atlanta, GA

Guardian Life

Madhulika Nemani is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance since 2017. Outside of her advisory role, she serves as the National Youth Director for VT Seva, a nonprofit organization focused on environmental and educational volunteering activities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and a range of investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships utilizing model portfolios and digital advisory solutions.

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

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