Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Jonathan B
Series 63, Series 65
Indianapolis, IN
Guardian Life
Jonathan Benham is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. He has 22 years of industry experience, having worked at firms including Park Avenue Securities, Bischoff Wealth Management Group, MASS MUTUAL, Morgan Stanley, Wells Fargo Clearing, and Merrill. Based in Indianapolis, IN, he has been with Guardian Life and its subsidiary Park Avenue Securities since 2026. Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products, alternative investments, and a range of financial planning and consulting services.
Ali A
ChFC®, Series 63, Series 65
Indianapolis, IN
Guardian Life
Ali Abdul Rahman is a financial advisor with Guardian Life in Indianapolis, IN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including long-term roles at Guardian Life and its affiliated entities since 1989, and has been with Park Avenue Securities since 2022. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.
Ryan A
Series 63, Series 65
Indianapolis, IN
Guardian Life
Ryan Appelhans is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior firms include Equitable Advisors and The Prudential Insurance Company of America. Appelhans is also actively involved as an insurance agent with National Life and Lakeshore Financial Group. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which offers brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides tailored client solutions combining advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.
Patrick L
Series 66
Indianapolis, IN
Guardian Life
Patrick Lee is a financial advisor with Guardian Life and Park Avenue Securities. He holds a Series 66 designation and has been working in the industry since 2023. Prior to his current roles, he has experience in education at several institutions including the University of Cincinnati and Florida Atlantic University. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers both advisor-led discretionary management and model-based strategies, incorporating proprietary programs and third-party platforms to tailor client relationships and services.
Benjamin C
Series 66
Indianapolis, IN
Guardian Life
Benjamin Cota is a financial advisor with Guardian Life, holding a Series 66 designation and eight years of industry experience. He previously worked at Charles Schwab & Co., Inc. for eight years and has been with Park Avenue Securities, a subsidiary of Guardian Life, since 2026. Park Avenue Securities LLC provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment programs.
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 prior roles at Churchill Management and TD Ameritrade. Park Avenue Securities LLC, where he serves, is a wholly owned subsidiary of The Guardian Life Insurance Company of America that provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers a range of tailored financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and digital advisory platforms.
Bradley W
ChFC®, Series 63, Series 66
Indianapolis, IN
Guardian Life
Bradley Wethington is a financial advisor with Guardian Life based in Indianapolis, IN, holding the ChFC® designation and Series 63 and 66 licenses. He has 14 years of industry experience, including roles at Park Avenue Securities and SIHO Insurance Services. Outside of advisory work, he serves on the Indiana Board of Directors for NAIFA. Guardian Life’s subsidiary, Park Avenue Securities, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers tailored client solutions combining discretionary management and model-based strategies, with access to proprietary programs, insurance products, and alternative investments.
Kevin B
ChFC®, Series 63
Indianapolis, IN
Guardian Life
Kevin Bell is a ChFC® credentialed financial advisor with Guardian Life, based in Indianapolis, IN. He has 44 years of industry experience and has worked with Guardian Life and its affiliated companies since 1992. Outside of his advisory role, Bell is involved in continuing education presentations for agents and CPAs, serves on NAIFA’s national audit committee, and participates in Indiana’s Insurance Producer Education and Continuing Education Advisory Council. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside diverse planning and consulting services tailored by its network of investment adviser representatives.
Cally E
Series 65, Series 63
Indianapolis, IN
Guardian Life
Cally Elkin is a financial advisor at Guardian Life with two years of industry experience. She holds Series 65 and Series 63 licenses. Outside of her advisory work, she is involved in the hospitality industry as a restaurant server at Taxman Brewing Company. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary wrap programs, third-party advisory solutions, and digital advisory tools.
Brett M
CFP®, Series 63, Series 66
Indianapolis, IN
Guardian Life
Brett Mock is a CFP® professional affiliated with Guardian Life and Park Avenue Securities, with 11 years of industry experience. His background includes roles at Northwestern Mutual Wealth Management and Charles Schwab, as well as legal practice through Brett A Mock Esq. He serves on the Valparaiso University Customer Experience Program Advisory Board. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporations, and charitable organizations. The firm integrates advisor-led discretionary management and model-based strategies, providing tailored financial planning, retirement plan services, and access to insurance and alternative investments.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters