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Shane S

Series 63, Series 66

Huntsville, AL

Guardian Life

Shane Stromei is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Northwestern Mutual, and New York Life. Outside of his advisory work, Stromei serves on the Madison Academy Board of Directors and is a deacon at Mayfair Church of Christ, in addition to directing youth soccer programs. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies through 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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Todd R

Series 66

Huntsville, AL

Guardian Life

Todd Ray is a Series 66-licensed financial advisor with Primerica Advisors, based in Huntsville, AL, and has one year of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2024. Outside of his advisory role, he serves as an executor for an estate and holds power of attorney for his spouse. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting through a variety of proprietary and third-party investment programs.

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