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Gregory A
CFP®, ChFC®, Series 63
Buffalo, NY
Guardian Life
Gregory Ahrens is a CFP® and ChFC® with 18 years of experience in financial services. He is currently affiliated with Primerica Advisors and Park Avenue Securities, having worked with Guardian Life Insurance Company and Park Avenue Securities since 2011. He operates under the formal DBA Praxis Financial Group LLC, focusing on financial planning. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing multiple proprietary and third-party investment strategies across a range of account types.
Thomas Y
Series 63
Buffalo, NY
Guardian Life
Thomas Youngman is a financial advisor with Primerica Advisors in Buffalo, NY, holding a Series 63 designation and 18 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2011. Outside of his advisory work, he serves as Vice Chair of Membership, PR & Branding on the board of the Wanakah Country Club. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.
Thomas N
Series 66
Buffalo, NY
Guardian Life
Thomas Naples is a Series 66-licensed financial advisor with two years of industry experience, currently associated with Primerica Advisors in Buffalo, NY. His work history includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his insurance sales activities, he dedicates limited time to securities trading-related work. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and business planning. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services including lending and donor-advised funds.
Sebastian D
CFP®, Series 66
Buffalo, NY
Guardian Life
Sebastian Diaz is a CFP®-credentialed financial advisor with three years of industry experience. He is currently affiliated with Primerica Advisors and has worked at Park Avenue Securities and Guardian Life Insurance Company. Prior to his financial career, he was employed at Southern Tier Pediatrics and Southwestern Central School. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial planning and consulting. The firm utilizes a range of investment strategies through proprietary and third-party programs and provides various account-level services such as lending solutions and donor-advised funds.
Chase C
Series 66
Buffalo, NY
Guardian Life
Chase Czachorowski is a Series 66-licensed financial advisor with two years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities in Buffalo, NY. His prior work history includes roles at DoorDash and Front Row Sports, as well as teaching at West Seneca East High School. He is also involved in an insurance-related activity outside of his primary advisory role. Park Avenue Securities LLC operates as a dually registered broker-dealer and SEC-registered investment adviser, serving individuals, pension plans, charitable organizations, and corporate clients with brokerage and advisory services. The firm offers a range of investment programs, financial planning, and retirement consulting, supported by proprietary technology and third-party strategists.
Joseph A
Series 66
Buffalo, NY
Guardian Life
Joseph Ahmed is a Series 66-licensed financial advisor with Primerica Advisors and has four years of industry experience. Prior to his financial services career, he served for 21 years with the City of Buffalo Police Department. Outside of advising, he is involved in public speaking through Copchat Training Services LLC. He works with Park Avenue Securities LLC, a firm serving a broad retail client base that includes individual and high-net-worth investors, charitable organizations, and corporate clients. Park Avenue Securities offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.
Derek M
Series 63
Buffalo, NY
Guardian Life
Derek Malis is a financial advisor with Primerica Advisors and holds a Series 63 designation. He has 12 years of industry experience, including roles at Park Avenue Securities and Guardian. Outside of his advisory work, he acts as an independent insurance broker offering products beyond Guardian. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and manages approximately $15 billion in regulatory assets under management.
Daniel S
Series 66
Buffalo, NY
Guardian Life
Daniel Schlein is a financial advisor with Primerica Advisors based in Williamsville, NY, holding a Series 66 designation and six years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2017. Schlein is also involved in an insurance-related business outside of Guardian Life. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm uses a combination of proprietary model portfolios, third-party managers, and digital advice solutions to implement investment strategies across various account types.
Suzanne N
Series 63, Series 65
Buffalo, NY
Guardian Life
Suzanne Novelli is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked with Primerica Advisors since 2011 and currently serves at Park Avenue Securities and Guardian Life Insurance Company. Outside of her advisory role, she is the Treasurer and a Board Director of the Suburban Adult Services Foundation, where she chairs the Finance Committee. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, employing a variety of proprietary and third-party investment strategies across multiple platforms.
Marion K
Series 66
Buffalo, NY
Guardian Life
Marion Kelly is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, based in Buffalo, NY. Kelly previously worked in healthcare-related roles, including positions at Jericho Road Community Health Center and the UB School of Dental Medicine. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm provides both discretionary and non-discretionary advisory options, utilizing model portfolios from in-house and third-party managers.
Egon M
Series 66
Buffalo, NY
Guardian Life
Egon Moldenhauer is a financial advisor with Primerica Advisors who holds a Series 66 designation and has nine years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2016 and previously at MML Investors Services LLC and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, Moldenhauer serves as President and CEO of Vectorr Industries LLC and is a board member of the Buffalo Niagara River Land Trust and the Wincrest Sportsman's Association. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory relationships along with financial and retirement-plan consulting. The firm uses a mix of proprietary and third-party investment strategies across various account types and supports services such as securities-based lending and donor-advised funds.
Stephen C
Series 63, Series 66
Buffalo, NY
Guardian Life
Stephen Constantine is a financial advisor with Primerica Advisors in Buffalo, NY, holding Series 63 and Series 66 licenses and bringing 17 years of industry experience. He has worked with Primerica Advisors since 2011 and has been involved with Guardian Life Insurance Co of America and Alliance Advisory Group for over a decade. Outside of his advisory work, he has owned and operated the Bada Bing Bar & Grill for 20 years. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and supports lending solutions and donor-advised funds.
Nicholas C
Series 66
Buffalo, NY
Guardian Life
Nicholas Chiera is a financial advisor with Primerica Advisors based in Buffalo, NY, holding a Series 66 designation and three years of industry experience. He has worked at Park Avenue Securities, LLC and Guardian Life Insurance Co of America since 2021. Outside of his advisory role, he provides financial education and wellness presentations as an independent contractor. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and supports lending solutions and donor-advised funds.
Jonathan B
Series 63, Series 65
Buffalo, NY
Guardian Life
Jonathan Berube is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 36 years of industry experience. He previously worked at UBS Financial Services from 2001 to 2019 and has been with Park Avenue Securities, LLC and Guardian Life Insurance Co of America since 2020. Outside of his advisory role, he manages Derbyshire LLC, a family succession entity. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and fee-based advisory services, employing a mix of proprietary and third-party investment strategies across various account types.
Stella F
Series 63, Series 66
Buffalo, NY
Guardian Life
Stella Fey is a financial advisor with Primerica Advisors in Buffalo, NY, holding Series 63 and Series 66 licenses and having 20 years of industry experience. She has been with Primerica Advisors and Guardian Life Insurance Co. of America since 2011. Outside of her advisory role, she participates in a University at Buffalo study focused on providing SNAP education to low-income households. Primerica Advisors is part of Park Avenue Securities LLC, which serves a wide retail client base including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and fee-based advisory services, utilizing proprietary model portfolios, third-party managers, and digital advice solutions to implement a range of investment strategies.
Emily C
CFP®, Series 65, Series 63
Buffalo, NY
Guardian Life
Emily Certo is a CFP®-designated financial advisor with Guardian Life, based in Buffalo, NY, and has three years of industry experience. She holds Series 63 and Series 65 licenses and has worked across Guardian Life and Park Avenue Securities since 2019. Outside of her advisory role, she serves as Chair of the Ambassador Council for the PUNT Pediatric Cancer Collaborative and is a board member of the Porter Cup golf tournament. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with Guardian Life. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and a variety of investment advisory programs.
Peter G
Series 63
Buffalo, NY
Guardian Life
Peter Godios is a financial advisor with Guardian Life in Buffalo, NY, holding a Series 63 designation and 33 years of industry experience. He has been with Guardian Life and its affiliate, Guardian Life Insurance Co of America, since 2011. Godios is involved in additional insurance activities outside of Guardian Life. Guardian Life’s Park Avenue® Wealth Management, a wholly owned subsidiary, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, retirement consulting, and a range of advisory programs that include proprietary and third-party strategies.
James F
Series 63
Buffalo, NY
Guardian Life
James Fashano is a financial advisor with Guardian Life in Buffalo, NY, holding a Series 63 designation and 31 years of industry experience. He has been with Guardian Life and its affiliate since 2011. Outside of his advisory role, he is a 90% owner of Alliance Advisory Group Inc., a non-investment-related business based in Buffalo. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of advisory programs using both proprietary and third-party portfolios.
Emily W
Series 66
Buffalo, NY
Guardian Life
Emily Willis is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and five years of industry experience. Prior to her advisory career, she worked for seven years at Giuseppe's Pizzeria and Restaurant. Park Avenue Securities LLC is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs, including discretionary and non-discretionary models from in-house and third-party managers.
Robert P
CFP®, Series 63
Buffalo, NY
Guardian Life
Robert Powalski III is a CFP® professional with 14 years of industry experience, currently affiliated with Primerica Advisors since 2011. He also maintains a role with Guardian Life Insurance Co. of America. Outside of his advisory work, Powalski serves as a trustee for the PGA Pathfinder, a charitable organization in western New York. Primerica Advisors operates as part of a larger enterprise serving a diverse retail client base, offering brokerage and advisory services alongside financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services, including lending and donor-advised funds.
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