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Nicholas S
Series 66
Beachwood, OH
Guardian Life
Nicholas Schwitzgebel is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His prior roles include positions at MyShyft, Butler University, Dartmouth College, and Keyfactor. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, serves 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, consulting, and access to proprietary and third-party advisory solutions.
Matthew R
Beachwood, OH
Guardian Life
Matthew Rosner is a financial advisor with Guardian Life and Park Avenue Securities, holding five years of industry experience. He has been with Guardian Life since 2008 and Park Avenue Securities since 2018. Outside of his advisory work, he is involved in property management through Jaylene Development LLC. Park Avenue Securities, 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 a blend of advisor-led discretionary management and model-based strategies, supported by proprietary programs, third-party platforms, and access to insurance and alternative investment products.
Jonathan D
CFP®, ChFC®, Series 63
Beachwood, OH
Guardian Life
Jonathan Douglas is a CFP® and ChFC® with 18 years of experience in the financial services industry. He is affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2013. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, including high-net-worth clients, as well as corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies delivered through proprietary and third-party platforms.
John H
Series 63
Beachwood, OH
Guardian Life
John Hollis is a financial advisor with Guardian Life, holding a Series 63 designation and 38 years of industry experience. He has been with Guardian Life since 2012. Outside of advisory work, he serves as president of HaHa Dumpsters LLC and has investments in product innovation ventures. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led management with model-based strategies and provides access to proprietary programs, insurance products, and alternative investments.
Joseph F
CFP®, Series 66
Beachwood, OH
Guardian Life
Joseph Fleming is a financial advisor with Guardian Life and Park Avenue Securities, holding CFP® and Series 66 credentials and five years of industry experience. His prior work includes nine years at KeyBank. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services.
Gregory M
Series 63, Series 65
Beachwood, OH
Guardian Life
Gregory Morris is a financial advisor at Guardian Life with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Guardian Life since 1988, including 27 years at its advisory arm. Morris also has a history with F & F Financial Advisory Group, where he provided insurance and financial services to individuals, executives, closely held businesses, and property and casualty companies. Guardian Life’s advisory subsidiary, Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and investment advisory services, combining advisor-led discretionary management with model-based strategies and various operational tools to support tailored client relationships.
James G
CFP®, Series 66
Beachwood, OH
Guardian Life
James Gaudio is a CFP® and holds a Series 66 license, currently associated with Guardian Life and Park Avenue Securities. He has four years of industry experience, including roles at Guardian Life Insurance Company and Lifetime Financial Growth. His background also includes work related to education and camp administration. Park Avenue Securities LLC, a wholly owned 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 mix of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms, with tailored client relationships that include financial planning, consulting, and access to insurance and alternative investment products.
Daniel M
Series 63, Series 65
Beachwood, OH
Guardian Life
Daniel Mullaney is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been associated with both firms since 2015. Outside of his advisory role, he is involved in fixed insurance activities beyond Guardian Life. 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 range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party programs.
Joshua L
Series 63, Series 66
Beachwood, OH
Guardian Life
Joshua Lontoc is a financial advisor with Guardian Life and holds Series 63 and Series 66 designations. He has three years of industry experience and previously worked at firms including J.P. Morgan Securities LLC and Thrivent Financial. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through discretionary and non-discretionary mandates, combining advisor-led management with model-based strategies and access to proprietary and third-party platforms.
Joseph S
Series 63
Beachwood, OH
Guardian Life
Joseph Salem is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 18 years of industry experience. He has spent his career at these firms, serving clients since 2008. Salem is also the author of a personal finance book for young couples, published in May 2019. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and proprietary programs.
John G
Series 63, Series 65
Beachwood, OH
Guardian Life
John Geretz is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. He has worked at Park Avenue Securities since 2014 and with Guardian Life Insurance Company of America since 2013. Park Avenue Securities, a subsidiary of Guardian Life, 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 planning, consulting, and access to proprietary and third-party advisory solutions.
Randall K
Series 63
Beachwood, OH
Guardian Life
Randall Keller is a financial advisor with Guardian Life, holding a Series 63 designation and 18 years of industry experience. His prior career includes roles at Northwestern Mutual as well as Park Avenue Securities, a subsidiary of Guardian Life, where he currently serves. Outside of finance, he is a partner in Navarre Dentistry, LLC. Park Avenue Securities, doing business as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to proprietary wrap programs, third-party advisory solutions, and insurance products through its connection with Guardian Life.
Jackson R
Series 66
Beachwood, OH
Guardian Life
Jackson Roskow is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Canterbury Country Club, Kent State University, Hamburg Brewing Company, and Orchard Park School District. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through advisor-led discretionary management, proprietary and third-party model portfolios, and access to insurance products and alternative investments.
John R
Series 63
Beachwood, OH
Guardian Life
John Rutkowski is a financial advisor with Guardian Life in Beachwood, OH, holding a Series 63 designation and 19 years of industry experience. He has been with Guardian Life since 2009 and previously worked at MSI Financial Services, Inc. in 2008. In addition to his advisory role, he acts as an independent insurance agent placing life insurance through a brokerage outside of Guardian Life. Guardian Life, through its subsidiary Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions that include advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.
Thomas U
Series 66
Beachwood, OH
Guardian Life
Thomas Ulery is a financial advisor with Guardian Life and holds a Series 66 designation. He has 15 years of industry experience, including his current role at Park Avenue Securities since 2011. Outside of his advisory work, he is involved with Probity Finance, LLC, which manages business expenses and payroll for his assistant. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of tailored financial planning and consulting services, combining advisor-led and model-based strategies alongside proprietary and third-party platforms.
Jonathon C
Series 66
Beachwood, OH
Guardian Life
Jonathon Chalk is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 27 years of industry experience. His background includes roles at firms such as Morgan Stanley, Ameriprise Financial Services, and UBS Financial Services. He is also a Notary Public in the State of Ohio. 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 blend of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with additional access to insurance products and alternative investments through its connection with Guardian Life.
Joseph M
Series 63, Series 66
Beachwood, OH
Guardian Life
Joseph Maukonen is a financial advisor at Guardian Life with 10 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Park Avenue Securities, Guardian Life Insurance Company, Edward Jones, and Scottrade Inc. He serves as an executor for a family estate. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments.
Geoffrey H
Series 66
Beachwood, OH
Guardian Life
Geoffrey Hoff is a Series 66-licensed financial advisor with Guardian Life, based in Beachwood, OH, and has 16 years of industry experience. He has worked with Park Avenue Securities since 2010 and Guardian Life Insurance Company since 2009. Hoff serves on the advisory board for Lake Catholic. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led discretionary management, model-based strategies, and a digital advisory platform, combining proprietary and third-party solutions tailored to client needs.
Jules B
Series 63, Series 65
Beachwood, OH
Guardian Life
Jules Blakely is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers tailored financial planning and investment solutions that combine discretionary management with model-based strategies through proprietary and third-party platforms.
Zachary D
Series 66
Beachwood, OH
Guardian Life
Zachary Dahmen is a financial advisor at Guardian Life with five years of industry experience. He holds the Series 66 designation and has worked at Park Avenue Securities since 2021. Prior to that, he was associated with Guardian Life Insurance Company and Lifetime Financial Growth. Park Avenue Securities, a subsidiary of Guardian Life, 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 through proprietary programs and third-party platforms, with tailored client relationships and access to insurance products and alternative investments.
Maura H
Series 66
Beachwood, OH
Guardian Life
Maura Hagan is a financial advisor at Guardian Life with two years of industry experience. She holds a Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2024. 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, ongoing consulting, and access to proprietary and third-party investment solutions through a combination of advisor-led discretionary management and model-based strategies.
Patrick M
Beachwood, OH
Guardian Life
Patrick Manning is a financial advisor with Guardian Life and Park Avenue Securities, holding 14 years of industry experience. He has been with Park Avenue Securities since 2012 and with Guardian Life Insurance Company since 2008. Outside of his advisory work, he serves on the City Club of Cleveland Programming Committee and participates as a voting location deputy. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporations, charitable organizations, and retirement plan sponsors. The firm offers tailored financial planning and consulting through advisor-led discretionary management, model-based strategies, and a range of proprietary and third-party solutions.
Christian M
Series 63, Series 65
Beachwood, OH
Guardian Life
Christian Morton is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses with seven years of industry experience. He has previously worked at Northwestern Mutual Wealth Management Company and related entities. Outside of his advisory role, Morton is involved with the St. Edward Alumni Association. 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 tailored client relationships through advisor-led discretionary management and model-based strategies, combined with access to insurance products and alternative investments.
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