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Charles F
CFP®, Series 63, Series 65, Series 66
Austin, TX
Guardian Life
Charles Field is a financial advisor with Guardian Life in Austin, TX, holding CFP® and multiple securities licenses with three years of industry experience. His work background includes roles at Park Avenue Securities and Guardian Life, alongside significant experience in healthcare as a registered nurse at the University of Texas Medical Center. He also holds a senior tax analyst position at H&R Block. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and various integrated financial solutions.
Fatima N
Series 66
Austin, TX
Guardian Life
Fatima Naqinia is a financial advisor with Guardian Life, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at The Prudential Insurance Company of America and LPL Enterprise. Outside of her advisory work, she is involved in the film and entertainment industry as an executive producer and co-founder of two production companies based in Austin, TX. 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 combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and alternative investment solutions.
Erik A
Series 66
Austin, TX
Guardian Life
Erik Antener is a Series 66-licensed financial advisor with 19 years of industry experience, currently affiliated with Guardian Life through Park Avenue Securities. He has worked at Park Avenue Securities and Guardian Life Insurance since 2011 and spent four years at MSI Financial Services prior to that. Erik is the owner of The Independence Project LLC, an entity established for employee payroll. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning, consulting, and discretionary management solutions through proprietary and third-party platforms.
Rodger E
Series 66
Austin, TX
Guardian Life
Rodger Ewy is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience, including roles at Park Avenue Securities and Bankers Life. His background also includes work in biomedical research and at Georgetown University. He works with Park Avenue® Wealth Management, a subsidiary of The 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 offers both discretionary and non-discretionary investment management solutions, combining advisor-led strategies with model portfolios and access to insurance and alternative investment products.
Rachel C
Series 66
Austin, TX
Guardian Life
Rachel Choate is a financial advisor with Guardian Life and holds a Series 66 designation. She has one year of industry experience and has previously worked at firms including Equitable Advisors, Luminary Life Digital BGA, and Edward Jones. Outside of financial services, she was involved with Betenbough Business Services and Betenbough Homes from 2015 to 2022. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm provides both discretionary and model-based investment management, along with access to proprietary and third-party advisory solutions integrated with insurance products and alternative investment platforms.
Teresa H
Series 63, Series 65
Austin, TX
Guardian Life
Teresa Hoffman 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 previously served as president of Your Friendly Property Solutions, an LLC focused on wholesaling and flipping residential real estate. Beginning in 2025, she has also engaged in public speaking on financial topics. Park Avenue Securities, 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 customized financial planning and management solutions, combining advisor-led discretionary strategies with model-based programs and digital advisory services.
Carlos P
Series 63, Series 65
Austin, TX
Guardian Life
Carlos Padilla is a financial advisor at Guardian Life with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Park Avenue Securities and Adair Financial PCG, LLC. In addition to his advisory role, he operates Padilla Agency LLC, which involves the sale and solicitation of insurance. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory solutions including financial planning, discretionary and model-based management, and access to proprietary and third-party investment platforms.
Gordon W
Series 63
Austin, TX
Guardian Life
Gordon Willoughby is a financial advisor with Guardian Life and holds a Series 63 designation, bringing 33 years of industry experience. He has worked with Guardian Life and Park Avenue Securities since 2010, with prior roles at Sunset Financial Services, DFC Investor Services, and New England Securities. In addition to his advisory work, he is licensed to sell property and casualty insurance, including auto and home coverage. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, businesses, and charitable organizations through brokerage and advisory services. The firm offers customized financial planning, discretionary and model-based management strategies, and access to insurance and alternative investment products.
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