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Charles F

CFP®, Series 63, Series 65, Series 66

Austin, TX

Guardian Life

Charles Field is a financial advisor at Primerica Advisors with CFP® certification and Series 63, 65, and 66 licenses. He has two years of industry experience and previously worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of advising, he is a registered nurse at the University of Texas Medical Center and a senior tax analyst at H&R Block. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, offering transaction-based brokerage, fee-based advisory services, and financial planning. The firm implements investment strategies through proprietary and third-party model portfolios and supports a range of 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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Fatima N

Series 66

Austin, TX

Guardian Life

Fatima Naqinia is a financial advisor at Guardian Life with five years of industry experience. She holds a Series 66 designation and has worked with firms including The Prudential Insurance Company of America and LPL Enterprise. Outside of financial advising, she is involved in film production as an executive producer and managing director at two Austin-based production companies. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of Guardian Life, serves individual, institutional, and charitable clients with brokerage services, financial planning, and investment advisory programs that include 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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Alec M

Series 66

Austin, TX

Guardian Life

Alec Messino is a financial advisor with Guardian Life holding a Series 66 designation and five years of industry experience. He has worked at Dimensional Fund Advisors and J.P. Morgan Chase & Co., among other firms. Messino is also associated with Navasota Capital LLC and Park Avenue Securities. 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. 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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Erik A

Series 66

Austin, TX

Guardian Life

Erik Antener is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 license and 19 years of industry experience. He has been with both firms since 2011. He is the owner of The Independence Project LLC, a payroll services company. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is both a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage, financial planning, and retirement consulting services, utilizing model portfolios from internal and third-party managers.

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

Series 66

Austin, TX

Guardian Life

Rodger Ewy is a financial advisor at Guardian Life with a Series 66 designation and four years of industry experience. His career includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Bankers Life. He has also worked in the biomedical research field and at Georgetown University. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individual clients, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage services, financial planning, retirement plan consulting, and advisory programs.

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

Series 63, Series 65

Austin, TX

Guardian Life

Teresa Hoffman is a financial advisor with Primerica Advisors based in Austin, TX, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2017. Outside of her advisory role, she engages in public speaking on financial topics. Her firm, Park Avenue Securities LLC, serves a wide range of clients including individuals, high-net-worth investors, charitable organizations, and corporations, offering both brokerage and advisory services along with financial and business consulting. The firm utilizes proprietary and third-party investment strategies 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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Carlos P

Series 65, Series 63

Austin, TX

Guardian Life

Carlos Padilla is a financial advisor with Guardian Life and holds Series 65 and Series 63 licenses. He has 13 years of industry experience and previously worked at Adair Financial PCG, Farmers Financial Solutions, Mutual of Omaha, and Capson Physicians Insurance. He is also involved in the sale and solicitation of insurance through his own entity, Padilla Agency LLC. Park Avenue Securities LLC, a wholly owned 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, and investment advisory programs through a combination of proprietary and third-party managed portfolios.

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

Series 63

Austin, TX

Guardian Life

Gordon Willoughby is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 33 years of industry experience. His work history includes long-term roles at both Guardian Life Insurance Company and Park Avenue Securities since 2010. In addition to his advisory duties, he is licensed in property and casualty insurance and occasionally reviews and sells auto and home coverage. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser and a subsidiary of The Guardian Life Insurance Company of America. The firm serves individuals, pension plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement consulting, and advisory programs, offering both discretionary and non-discretionary investment management through 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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