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Kyle C

Series 66, Series 63

Gilbert, AZ

Guardian Life

Kyle Crews is a financial advisor with Guardian Life and holds Series 66 and Series 63 credentials. He has four years of industry experience, including roles at Vanguard Advisers, Inc. and Park Avenue Securities. His background also includes positions outside finance, such as work at Camp Timberline and Grand Canyon University. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

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

Series 63, Series 65

Gilbert, AZ

Guardian Life

Trennon Payne is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior experience includes roles at Guardian Life Insurance, Park Avenue Securities, and Northwestern Mutual Wealth Management Company. Outside of finance, he previously worked in the restaurant industry with Oregano's Pizza Bistro and The Herb Box. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services along with financial planning and retirement consulting. The firm utilizes a mix of proprietary and third-party investment strategies, managing approximately $15 billion in assets with a large network of advisors.

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

CFP®, Series 63, Series 66

Gilbert, AZ

Guardian Life

Kolton Quitno is a CFP®-certified financial advisor at Guardian Life with six years of industry experience. He has worked at Park Avenue Securities, Guardian Life Insurance Company, Dew Wealth Management, The Vanguard Group, Towne Park, and Grand Canyon University. His current firm, Park Avenue Wealth Management, is a dually registered broker-dealer and investment adviser subsidiary of The Guardian Life Insurance Company. The firm serves individuals, pension plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, and advisory services, including 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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Ryan S

CFP®, Series 63, Series 65

Gilbert, AZ

Guardian Life

Ryan Schulte is a CFP® professional with 20 years of experience in financial services. He is currently with Guardian Life and affiliated with Park Avenue Securities, where he has worked in various capacities since 2016. Outside of his advisory role, Schulte is an adjunct professor of finance, teaches cash flow management, and writes articles for various sources. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement consulting, and investment advisory programs to individuals, high-net-worth clients, and institutional entities. The firm offers discretionary and non-discretionary advisory solutions, including digital options, and integrates proprietary and third-party investment strategies.

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

Series 66

Gilbert, AZ

Guardian Life

Bridget Orr is a financial advisor with Primerica Advisors in Gilbert, AZ, holding a Series 66 designation and six years of industry experience. Her work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, and UBS Financial Services. Outside of her advisory work, she is involved with MIS1ON LLC, a business unrelated to securities. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting. The firm manages approximately $15 billion in assets and supports a range of investment strategies across discretionary and non-discretionary accounts.

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