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David W

Series 66

Brentwood, TN

Guardian Life

David Walker is a financial advisor at Guardian Life with 15 years of industry experience. He holds a Series 66 designation and has worked at Park Avenue Securities and Guardian since 2013, following a two-year tenure at Merrill. He also consults with prospective business owners through his own company, Walker Consult Co, LLC. 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 combination of advisor-led discretionary management and model-based strategies, integrating proprietary programs and third-party platforms to deliver tailored client solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Chris W

ChFC®, Series 66

Brentwood, TN

Guardian Life

Chris Whitman is a financial advisor with Guardian Life in Brentwood, TN, holding the ChFC® and Series 66 designations and having 21 years of industry experience. He has been with Guardian Life since 2012 and previously worked at Ameriprise for one year. Outside his advisory role, Whitman serves on the board of Gifts of Grace Inc. and provides business consulting focused on leadership coaching, marketing, and operational development. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals—including high-net-worth clients—corporate and retirement plan sponsors, charitable organizations, and businesses. The firm utilizes both discretionary advisor-led management and model-based strategies, with access to proprietary programs, third-party advisory solutions, and integrated lending and alternative investment options.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Randall W

CFP®, ChFC®, Series 66

Brentwood, TN

Guardian Life

Randall Whitman is a CFP® and ChFC® with 19 years of industry experience, currently affiliated with Guardian Life through Park Avenue Securities. He has worked with Guardian Life, Park Avenue Securities, and Peachtree Planning of Tennessee since 2006. Outside of his advisory role, he co-moderates the WDW4Families podcast, which discusses topics related to family visits to Walt Disney World. 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 both discretionary and model-based investment management, alongside financial planning and consulting services tailored to various client needs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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