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Aaron W

Series 63, Series 66

Bethlehem, PA

Guardian Life

Aaron Wolfe is a financial advisor at Guardian Life with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with firms including Wells Fargo Clearing Services and Fidelity Investments. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, pension 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 models and combines proprietary and third-party strategies to meet client needs.

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

CFP®, Series 63, Series 65

Bethlehem, PA

Guardian Life

Kevin Janus is a CFP® professional with 16 years of industry experience. He is currently affiliated with Primerica Advisors and has worked at firms including Park Avenue Securities, Guardian Life Insurance, Ameritas, Mass Mutual, and Metlife Securities. Park Avenue Securities LLC serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm utilizes a range of investment strategies through proprietary and third-party portfolios 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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Ostomy M

Series 63, Series 66

Bethlehem, PA

Guardian Life

Matthew Ostomy is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 designations and 21 years of industry experience. He has worked at Park Avenue Securities, LLC since 2020 and has prior experience with Guardian Life Insurance Co of America, H. Beck, Inc., and FolioFn Investments, Inc. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary models, third-party managers, and digital advice platforms, managing approximately $15 billion in regulatory assets under management.

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

Series 65, Series 66

Bethlehem, PA

Guardian Life

Phyllis Williams is a financial advisor with Guardian Life who holds Series 65 and Series 66 credentials and has 27 years of industry experience. She has worked with Guardian Life Insurance Company since 2024 and has been affiliated with Park Avenue Securities for 10 years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser that serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and investment advisory services.

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

Series 66

Bethlehem, PA

Guardian Life

Jeremy Gloth is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience, including roles at Fidelity Investments, The Prudential Insurance Company of America, and Sanofi Pasteur. He is currently affiliated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities LLC operates as both a broker-dealer and SEC-registered investment adviser, serving individual, corporate, pension, profit-sharing, and charitable clients. The firm offers a range of brokerage services, financial planning, retirement consulting, and investment advisory programs that include model portfolios and digital advisory solutions.

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

Series 66

Bethlehem, PA

Guardian Life

Joseph Garvey III is a financial advisor with Guardian Life and holds a Series 66 designation. He has three years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of finance, he creates and sells original art and prints through his fine art business. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, and investment advisory programs, utilizing 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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