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Jonathan B

Series 63, Series 65

Indianapolis, IN

Guardian Life

Jonathan Benham is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Bischoff Wealth Management Group, Ben Franklin Wealth, and MassMutual. He is based in Indianapolis, IN. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs that include discretionary and non-discretionary management using proprietary and third-party models.

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

ChFC®, Series 63, Series 65

Indianapolis, IN

Guardian Life

Ali Abdul Rahman is a financial advisor with Guardian Life and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience and has been associated with Guardian Life Insurance Company of America since 1989. He currently serves clients through Park Avenue Securities, a wholly owned subsidiary of Guardian Life. Park Avenue Securities operates as a dually registered broker-dealer and SEC-registered investment adviser, providing brokerage services, financial planning, and retirement plan consulting to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of investment advisory programs including proprietary and third-party models, alongside hybrid 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 A

Series 63, Series 65

Indianapolis, IN

Guardian Life

Ryan Appelhans is a financial advisor with Guardian Life in Indianapolis, IN, holding Series 63 and Series 65 licenses and 16 years of industry experience. His career includes roles at The Prudential Insurance Company of America, Equitable Advisors, National Life Group, and Park Avenue Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with financial planning, retirement consulting, and investment advisory services.

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

Series 66

Indianapolis, IN

Guardian Life

Patrick Lee is a financial advisor with Guardian Life and holds a Series 66 designation. He began his career in the financial industry in 2023 and has prior experience in education at several institutions, including the University of Cincinnati and Florida Atlantic University. Lee is currently based in Indianapolis, IN, and has been working at Park Avenue Securities since 2026. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

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

Series 66

Indianapolis, IN

Guardian Life

Benjamin Cota is a financial advisor at Guardian Life with eight years of industry experience. He holds a Series 66 designation and has previously worked at Charles Schwab & Co., Inc. from 2017 to 2025 and Park Avenue Securities since 2026. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients, offering brokerage services, financial planning, retirement plan consulting, and a range of advisory programs including discretionary and non-discretionary investment management.

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

Series 66, Series 63

Indianapolis, IN

Guardian Life

Nicholas Brehmer is a financial advisor with Guardian Life and holds Series 66 and Series 63 licenses. He has 18 years of industry experience, including 14 years at Churchill Management prior to joining Guardian Life and Park Avenue Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and a combination of proprietary and third-party investment advisory programs.

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

ChFC®, Series 63, Series 66

Indianapolis, IN

Guardian Life

Bradley Wethington is a financial advisor with Primerica Advisors, holding the ChFC® designation and Series 63 and 66 licenses, with 13 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021 and was previously with SIHO Insurance Services for 12 years. Wethington serves on the Indiana Board of Directors for NAIFA. Park Avenue Securities LLC 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 and business consulting. The firm uses a range of investment strategies through proprietary and third-party managers, supporting various account types and lending solutions.

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

ChFC®, Series 63

Indianapolis, IN

Guardian Life

Kevin Bell is a ChFC® credentialed advisor with 43 years of industry experience, currently serving at Primerica Advisors since 1999. He also has a longstanding affiliation with Guardian Life Insurance Company beginning in 1992. Outside of his advisory role, he participates in continuing education presentations for agents and CPAs and serves on several insurance education and audit committees. Primerica Advisors operates as part of Park Avenue Securities LLC, which serves a diverse retail client base including individual and high-net-worth investors. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

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

Series 65, Series 63

Indianapolis, IN

Guardian Life

Cally Elkin is a financial advisor at Guardian Life with Series 65 and Series 63 licenses and one year of industry experience. She has previously worked at LPL Financial and Charles Schwab & Co., Inc. Outside of her advisory role, she works as a server at Taxman Brewing Company, a bar and restaurant in Fortville, Indiana. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

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

CFP®, Series 63, Series 66

Indianapolis, IN

Guardian Life

Brett Mock is a CFP® professional with 10 years of experience in the financial services industry. He is currently with Primerica Advisors and has held positions at Park Avenue Securities, Guardian Life Insurance Company, Northwestern Mutual, and Charles Schwab. Outside of financial advising, he is the owner of Brett Mock Legal Services and serves on the Valparaiso University Customer Experience Program Advisory Board. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, offering a range of brokerage and advisory services along with financial and retirement planning. The firm employs a variety of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.

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