Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Vernon P
ChFC®, Series 63
Atlanta, GA
Guardian Life
Vernon Purcell Jr. is a financial advisor at Guardian Life with 26 years of industry experience. He holds the ChFC® and Series 63 designations and has been affiliated with Park Avenue Securities since 2000. Purcell is the sole owner of Ashford Advisors Inc., a general agency of The Guardian Life Insurance Company of America, and serves on the Dunwoody Country Club Board of Governors. Park Avenue Securities, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies, providing customized client relationships through proprietary and third-party platforms.
Michael M
Series 66
Atlanta, GA
Guardian Life
Michael Miller is a financial advisor with Guardian Life and holds a Series 66 designation. He has 10 years of industry experience and has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2014. Outside of advising, he assists with marketing for his family’s company, MollyTommy, and works as a freelance writer for Successful Farming Publication. 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 financial planning and investment management through advisor-led discretionary and model-based strategies, combining proprietary programs with third-party solutions.
John W
Series 66
Atlanta, GA
Guardian Life
John Wells III is a financial advisor with Guardian Life in Atlanta, GA, holding a Series 66 designation and four years of industry experience. Prior to joining Guardian Life, he worked at Statesboro Law Group for three years. Outside of his advisory work, he performs music in a band for compensation. Guardian Life’s Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, businesses, and organizations, offering tailored client relationships through a combination of advisor-led discretionary management and model-based strategies, with access to proprietary programs and third-party solutions.
Jon Paul R
Series 66
Atlanta, GA
Guardian Life
Jon Paul Roy is a financial advisor with Guardian Life and holds a Series 66 designation. He has five years of industry experience and has previously worked at Apogee Financial Partners and Vente Partners LLC, where he was also the owner of a business consulting services firm. He serves as one of ten elected trustees of The St. Martin in the Fields Trust, a voluntary role with a five-year term. Guardian Life, through its subsidiary Park Avenue Securities, offers brokerage and investment advisory services to individual, corporate, and nonprofit clients. The firm provides a range of financial planning and investment solutions, including advisor-led discretionary management, model-based strategies, and proprietary as well as third-party advisory programs.
Emily P
Series 63, Series 65
Atlanta, GA
Guardian Life
Emily Pool is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. She has four years of industry experience, including multiple roles at Park Avenue Securities and Guardian Life. Emily serves on the AssetMark Operations Advisory Board as a volunteer, providing feedback on operational workflows. Park Avenue Securities LLC, a subsidiary of 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 financial planning and consulting with a combination of advisor-led management and model-based strategies, integrating proprietary programs and third-party platforms.
Brett G
Series 66
Atlanta, GA
Guardian Life
Brett Godwin is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and has previously worked with Ashford Advisors and Park Avenue Securities. Outside of his advisory role, he conducts private soccer training. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and advisory services to individuals, businesses, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services tailored to client needs.
Christopher J
Series 66
Atlanta, GA
Guardian Life
Christopher Johnson is a financial advisor at Guardian Life and Park Avenue Securities LLC with six years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Capital. Outside of advisory services, he is involved in insurance sales in the Atlanta area. 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 financial planning, discretionary and non-discretionary management, and access to proprietary and third-party investment solutions.
William F
Series 66
Atlanta, GA
Guardian Life
William Francis is a Series 66-credentialed advisor with Guardian Life and Park Avenue Securities, based in Atlanta, GA. He has two years of industry experience, previously working with Ashford Advisors for four years and has been engaged in insurance business activities outside of Guardian. 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 a range of financial planning and consulting services, combining discretionary management with model-based strategies and access to proprietary and third-party advisory solutions.
Palmer C
Series 66
Atlanta, GA
Guardian Life
Palmer Curry is a Series 66–licensed financial advisor with six years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company of America, and Ashford Advisors. Outside of his advisory duties, he serves as co-executor on his mother’s trust. Park Avenue Securities, 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 a blend of advisor-led discretionary management and model-based strategies, along with access to proprietary programs and third-party solutions.
Jonathan D
Series 66
Atlanta, GA
Guardian Life
Jonathan Dewitt is a financial advisor with Guardian Life and holds a Series 66 designation. He has three years of industry experience and has worked with both Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is involved in offering insurance products independent of Guardian. Park Avenue Securities, 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 combines advisor-led discretionary management with model-based strategies and offers a variety of financial planning, consulting, and digital advisory solutions tailored to client needs.
William I
CFP®, ChFC®, Series 66
Atlanta, GA
Guardian Life
William Inman Jr. is a CFP®, ChFC®, and holds a Series 66 license with 17 years of industry experience. He is associated with Guardian Life and Park Avenue Securities, where he has worked since 2008. Inman serves as a member of the Mount Vernon Campaign Council, a school-related volunteer position. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, including high-net-worth clients, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to proprietary programs, third-party solutions, and integrated lending options.
Jennifer H
Series 66
Atlanta, GA
Guardian Life
Jennifer Hosch is a financial advisor with Guardian Life and holds a Series 66 designation. She has nine years of industry experience, including roles at Park Avenue Securities and Wells Fargo Advisors. Outside of finance, she is the owner of Freemanville Farms Tree Company, a tree growing and selling business. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and advisory solutions combining advisor-led discretionary management with model-based strategies and includes access to proprietary and third-party investment programs.
Michael G
CFP®, ChFC®, Series 66
Atlanta, GA
Guardian Life
Michael Ghioto is a CFP®, ChFC®, and holds a Series 66 license with 21 years of industry experience. He has been affiliated with Park Avenue Securities and Guardian Life Insurance Company since 2004. His other business activities include the sale of insurance products outside of Guardian on a brokerage basis. 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 a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.
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 and Series 63 and 65 licenses, with 39 years of industry experience. He has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2000. Outside of his advisory role, he volunteers as a financial planner for Holocaust Survivor Services through Jewish Family & Children Services of Atlanta and is active in local sailing organizations, serving as Vice Commodore of the Barefoot Sailing Club and participating on the audit committee for America’s Boating Club in Atlanta. Park Avenue Securities, 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 a combination of advisor-led discretionary management and model-based strategies, along with financial planning, ongoing consulting, and access to proprietary and third-party investment solutions.
Austin E
ChFC®, Series 63, Series 65
Atlanta, GA
Guardian Life
Austin Ehlinger is a financial advisor with Guardian Life and Park Avenue Securities in Atlanta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 10 years of industry experience and has been associated with Guardian Life and Park Avenue Securities since 2014 and 2015, respectively. Outside of his advisory role, he serves as an executor of his parent's estate and occasionally offers insurance products beyond those provided by Guardian to meet client needs. 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 combines advisor-led discretionary management with model-based strategies, supporting client relationships through tailored financial planning, consulting, and access to proprietary and third-party investment programs.
Reagan W
ChFC®, Series 63, Series 65
Atlanta, GA
Guardian Life
Reagan Wolfe is a ChFC® with 14 years of industry experience, currently serving as a financial advisor at Guardian Life in Atlanta, GA. He has worked at Park Avenue Securities and Guardian Life Insurance Company throughout his career. Wolfe is involved in several community organizations, including serving as Immediate Past Chairman of the McCallie Atlanta Alumni and as a board member of NAIFA Atlanta. Guardian Life, through its Park Avenue® Wealth Management subsidiary, provides brokerage and investment advisory services to a diverse client base including individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers advisor-led discretionary management combined with model-based strategies and access to proprietary and third-party advisory solutions.
Chip B
Series 63
Atlanta, GA
Guardian Life
Chip Busbey Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 41 years of industry experience. He has worked with Guardian Life since 1999 and joined Park Avenue Securities in 2023. Busbey also engages in the sale of insurance products on a brokerage basis. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions combining advisor-led discretionary management with model-based strategies.
Xiuhong D
CFP®, Series 66
Atlanta, GA
Guardian Life
Xiuhong Du is a CFP® professional with 10 years of industry experience, currently serving as a financial advisor at Guardian Life in Atlanta, GA. She has been associated with Park Avenue Securities and Guardian Life since 2016. Du holds board positions with the Gwinnett Tech Foundation, NAIFA Georgia Chapter, Gwinnett Chamber of Directors, and the Women's Advisory Council for Northside Hospital Gwinnett System. She is also a MDRT US Chapter Community Leader. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, as well as access to insurance products and alternative investments through its connection with Guardian Life.
Michael M
Series 63, Series 65
Atlanta, GA
Guardian Life
Michael Moore is a financial advisor at Guardian Life with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2007. 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 using proprietary programs and third-party platforms.
Madhulika N
Series 63, Series 65
Atlanta, GA
Guardian Life
Madhulika Nemani is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at both Guardian Life and Park Avenue Securities since 2017. Outside of her advisory work, she serves as the National Youth Director for VT Seva, a nonprofit organization involved in environmental and educational volunteering activities. Park Avenue Securities 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 range of financial planning and consulting services tailored to client needs.
Pierre B
Series 63, Series 65
Atlanta, GA
Guardian Life
Pierre Bourg is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Park Avenue Securities and Guardian Life since 2008. Outside of his advisory role, Bourg serves as a team manager for the North Atlanta Soccer Association. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments through Guardian Life.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters