Koby Gartner is a Series 66-licensed financial advisor with Guardian Life, holding three years of industry experience. His background includes roles at Park Avenue Securities, OSAIC, and SagePoint Financial, as well as administrative support for another investment business. Outside of finance, he is a 20% owner and producer at Up-Hill Productions, LLC, a film production company. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individual, corporate, and nonprofit clients. The firm utilizes a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, providing tailored financial planning, consulting, and access to alternative investments and integrated lending solutions.

James Joly is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 34 years of industry experience, including prior roles at Cambridge Investment Research Advisors, Cantella & Co., Inc., Voya Financial Advisors, Morgan Stanley, and LPL Financial. Outside of his advisory work, he is the sole owner of Greenwich Bay Wealth Management, LLC, and is also involved in a music band called Good N' You!. Guardian Life's subsidiary, Park Avenue Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses with brokerage and advisory services. The firm combines advisor-led discretionary management and model-based strategies, offering access to proprietary programs and third-party solutions, along with integrated lending and insurance product options.