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Donald S

Series 63, Series 65

Atlanta, GA

Guardian Life

Donald Stonecipher is a financial advisor at Primerica Advisors with 35 years of industry experience. He holds Series 63 and Series 65 designations and has been with Primerica Advisors since 1999. Stonecipher is also involved with Aristoboulos Racing, LLC, a non-investment-related venture. Primerica Advisors serves a broad retail client base, offering both brokerage and fee-based advisory services along with financial planning and retirement-plan consulting. The firm utilizes 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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Irma M

Series 66

Atlanta, GA

Guardian Life

Irma Montes is a Series 66 licensed financial advisor with Primerica Advisors in Atlanta, GA, having two years of industry experience. She previously worked at Guardian Life Insurance Company and The Home Depot. Outside of her advisory role, she operates an independent laundry service as a contractor. Primerica Advisors serves a broad retail client base and offers a range of brokerage and advisory services, including financial planning and retirement consulting. The firm employs various investment strategies through proprietary and third-party portfolios and supports both discretionary and non-discretionary account management.

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

Series 66

Atlanta, GA

Guardian Life

James Bolton is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Primerica Advisors. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Coastal States Bank. He serves on the board of directors for The Ivy's Condominium Association in Atlanta. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, offering both 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 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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William M

Series 63, Series 65

Atlanta, GA

Guardian Life

William Martin Jr. is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Primerica Advisors since 1999 and also has affiliations with Peachtree Planning Corporation and Guardian Life Insurance Co. of America dating back to 1997. Primerica Advisors 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 variety of proprietary and third-party investment programs.

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

Series 63, Series 65

Atlanta, GA

Guardian Life

Keith Dykes is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked extensively with Guardian Life Insurance Company and Park Avenue Securities during his career. Outside of advising, he is an owner of a commercial office building leased to his operating company, PPC Wealth Management, which manages his compensation and expenses. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services alongside financial planning and consulting. The firm employs a range 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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James G

Series 63, Series 65, Series 66

Atlanta, GA

Guardian Life

James Gnefkow is a financial advisor with Primerica Advisors based in Atlanta, GA. He holds Series 63, 65, and 66 licenses and has 16 years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance, and Jackson National Life Distributors. Outside of advising, he is involved in managing several business entities including Southeast Firm, LLC and Peachtree Planning of Georgia, LLC. Park Avenue Securities LLC 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 S

Series 63, Series 65

Atlanta, GA

Guardian Life

John Shevlin is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Primerica Advisors since 1999 and has been associated with Peachtree Planning Corporation and Guardian Life Insurance Co of America since the early 1990s. He serves on the board of the Cowart YMCA. Primerica Advisors is part of Park Avenue Securities LLC, which serves a diverse retail client base through both brokerage and advisory services, offering a range of proprietary and third-party investment 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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Dara D

Series 66

Atlanta, GA

Guardian Life

Dara Davis is a Series 66 licensed financial advisor with five years of industry experience, currently with Primerica Advisors in Atlanta, GA. Her career includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Mass Mutual Investors Services. Outside of her advisory work, she serves as Treasurer/CFO on the board of The Black Girls Breathing Foundation, participates on the advisory board for Cyber Safety Architects, and provides independent coaching focused on goal setting and decision making. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services along with financial and retirement planning. The firm employs a variety of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary accounts.

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

Series 63, Series 65

Atlanta, GA

Guardian Life

William Coffey is a financial advisor with Primerica Advisors in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked at Peachtree Planning Corporation and Primerica Advisors since 1999 and has been associated with Guardian Life Insurance Company since 1984. Outside of his advisory role, he is involved in pension marketing activities. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary models and third-party managers, supporting various account types and offering additional services such as securities-based 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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Alfred R

ChFC®, Series 63, Series 65

Atlanta, GA

Guardian Life

Alfred Robertson is a ChFC® with over 30 years of experience in the financial services industry. He is affiliated with Guardian Life and Park Avenue Securities, where he has worked for the past decade. Robertson is also involved in Multi Life Disability Advising, a non-investment business activity. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs.

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

Series 66

Atlanta, GA

Guardian Life

Garrett Smith is a financial advisor with Primerica Advisors based in Atlanta, GA, holding a Series 66 designation and 20 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2007. In addition to his advisory role, he occasionally sells insurance products outside of Guardian. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, financial planning, and retirement and business consulting. The firm utilizes a range of investment strategies through proprietary and third-party portfolios and offers multiple advisory programs and account-level services.

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

CFP®, Series 66

Atlanta, GA

Guardian Life

Jay Patel is a CFP® with two years of industry experience, currently associated with Park Avenue Securities and Guardian Life Insurance Company. His prior experience includes roles at Peachtree Planning Inc. and managing his own investment business, Jay Kunjan Investments. Outside of financial advising, he has worked in the retail sector for over a decade. Park Avenue Securities serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement consulting, and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of 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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Joshua C

CFP®, Series 63, Series 65

Atlanta, GA

Guardian Life

Joshua Cobb is a CFP® professional with 27 years of experience in the financial services industry. He has been with Primerica Advisors, Guardian Life Insurance Co. of America, and Peachtree Planning Corporation since the late 1990s. Outside of advising, he serves as a trustee for the Ryan Patman Means Trust and manages an investment LLC, Josh Cobb Ventures, LLC. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services. The firm offers proprietary and third-party investment strategies and a range of financial planning and consulting services.

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

Series 66, Series 63

Atlanta, GA

Guardian Life

Ramon Brown is a financial advisor at Guardian Life with two years of industry experience. He holds Series 66 and Series 63 licenses and has worked at Park Avenue Securities, Guardian Life Insurance Company, US Consulting Group, Inc., and AGI Inc. Outside of advising, he is involved in real property appraisal and rental property investment. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services. The firm offers both discretionary and non-discretionary advisory relationships using model portfolios from in-house and third-party managers, along with a hybrid digital advisory solution.

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

ChFC®, Series 63, Series 65

Atlanta, GA

Guardian Life

Brooks Gregory is a ChFC® with 27 years of industry experience, currently affiliated with Primerica Advisors and Peachtree Planning Corporation. He has been associated with Guardian Life Insurance Company since 1993. Gregory serves as a trustee for family wills and trusts and participates as a voluntary board member of YMCA Camp High Harbour. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services. The firm offers multiple proprietary and third-party investment programs, including discretionary and non-discretionary management strategies, supported by a range of financial planning and consulting solutions.

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

ChFC®, Series 63, Series 65

Atlanta, GA

Guardian Life

Kevin Linsey is a financial advisor with Primerica Advisors located in Atlanta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience and has been affiliated with Park Avenue Securities and The Guardian Life Insurance Company since 2011. Linsey is also associated with Kevin J Linsey Associates, Inc. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services with a range of proprietary and third-party investment programs.

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

Series 63, Series 65

Atlanta, GA

Guardian Life

Dibyendu De is a financial advisor with Primerica Advisors based in Johns Creek, GA, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with firms including Guardian Life Insurance Company, Park Avenue Securities, Mass Mutual Investors Services, and MetLife Securities. His activities include non-registered broker work related to life, health, disability, and long-term care insurance. Park Avenue Securities LLC serves a broad retail client base with transaction-based brokerage and fee-based advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm uses proprietary and third-party investment strategies and supports various account-level services including 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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Paul F

Series 65, Series 63

Atlanta, GA

Guardian Life

Paul Fochler II is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been associated with Guardian Life since 2013 and Park Avenue Securities since 2014. Outside of his advisory role, he is involved in selling insurance products not offered by Guardian. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a subsidiary of Guardian Life Insurance Company of America. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, providing brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

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