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Kevin L
Series 63, Series 65
Irvine, CA
Guardian Life
Kevin Leon is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses with 30 years of industry experience. His prior experience includes roles at National Planning Corporation and Trilogy Capital, Inc. Outside of his advisory work, he serves as a high school kicking coach at Orange Lutheran High School. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms, and delivers tailored client relationships across a range of financial planning and consulting services.
Eileen R
Series 66
Irvine, CA
Guardian Life
Eileen Rice is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 28 years of industry experience. She has worked at Park Avenue Securities and Guardian Life since 2012, and previously at Mass Mutual Investors Services and Osaic FA, Inc. Rice teaches aspects of the Living Balance Sheet software and philosophy as a faculty member. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, 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, advisory, and consulting services, combining advisor-led management with model-based strategies and access to proprietary and third-party platforms.
Jared F
Series 63, Series 65
Irvine, CA
Guardian Life
Jared Furlong is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations. Although he has less than one year of industry experience, his background includes recent roles at both firms. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment solutions through advisor-led and model-based strategies, integrating proprietary programs and third-party platforms.
David B
Series 63, Series 65
Irvine, CA
Guardian Life
David Bolton is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked in multiple roles at Guardian Life and Park Avenue Securities since 2016. Outside of his advisory work, Bolton is involved in providing life insurance services beyond Guardian policies. 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 tailored client relationships through a combination of advisor-led discretionary management, model-based strategies, proprietary programs, and third-party platforms.
Allyson B
Series 63, Series 65
Irvine, CA
Guardian Life
Allyson Bonner is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. She has one year of industry experience and has worked at Guardian Life, Park Avenue Securities, and Pacific Advisors. Outside of advising, she is involved in outside insurance sales. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, institutions, and charitable organizations. The firm offers tailored financial planning and discretionary management using proprietary and third-party platforms, combined with access to insurance products and alternative investments through its connection with Guardian Life.
Chester P
Series 65
Irvine, CA
Guardian Life
Chester Peach is a financial advisor at Guardian Life with 39 years of industry experience. He holds a Series 65 designation and has worked at Guardian Life since 2008, following six years at PRUCO Securities, LLC. In addition to his advisory role, he is involved in group medical benefits sales and service through Professional Choice Insurance. Guardian Life’s subsidiary, Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, high-net-worth clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of advisor-led discretionary management and model-based strategies, providing access to proprietary and third-party solutions, insurance products, and integrated lending options.
Cheryl D
Series 66
Irvine, CA
Guardian Life
Cheryl Donnelly is a financial advisor with Guardian Life, holding a Series 66 designation and bringing 23 years of industry experience. She has worked at Guardian Life and its related entities since 2014 and previously was with Arete Wealth Advisors and Private Wealth Advisors. Outside her advisory role, she conducts financial education workshops and serves as a successor trustee and co-executor of family trusts and estates. Guardian Life's subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, retirement plan sponsors, and organizations, combining advisor-led discretionary management with model-based strategies and access to a range of proprietary and third-party investment solutions.
Jeffery C
CFP®, Series 63, Series 65
Irvine, CA
Guardian Life
Jeffery Clemons is a CERTIFIED FINANCIAL PLANNER™ professional with 33 years of industry experience. He is currently with Guardian Life and Park Avenue Securities, having held prior roles at Mutual of Omaha, Mass Mutual, and Northwestern Mutual. Clemons also engages in offering insurance products outside those available through Guardian and its subsidiaries. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.
Michael M
Series 66
Irvine, CA
Guardian Life
Michael Mares is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, based in Irvine, CA. He has three years of industry experience and previously worked at Pacific Advisors LLC and Gilbert Z. Mares & Associates, Inc. Outside of his advisory role, Mares serves as Government Relations Chair for NAIFA California, acting as a liaison with policymakers and handling legislative analysis and advocacy. He is also a committee chair for Cub Scout Pack 361 and holds board membership at NAIFA-Los Angeles. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofits. 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 platforms.
Juan T
Series 66
Irvine, CA
Guardian Life
Juan Thorn is a financial advisor with Guardian Life and holds the Series 66 designation. He has six years of industry experience, including roles at both Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, Thorn is involved in insurance sales separate from Guardian Life. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides tailored financial planning and consulting through advisor-led discretionary management, model-based strategies, and access to proprietary and third-party investment platforms.
Christine L
Series 63, Series 65
Irvine, CA
Guardian Life
Christine Lapidus is a financial advisor at Guardian Life with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at both Guardian Life and its subsidiary Park Avenue Securities in various roles since 2016. Outside of her advisory work, she is involved in selling fixed life, health, and disability insurance products through companies other than Guardian. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and a digital advisory platform, combining access to insurance products and alternative investments with integrated lending and business consulting tools.
Robert B
Series 63, Series 65
Irvine, CA
Guardian Life
Robert Bukacek is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 16 years of industry experience and has previously worked at Mass Mutual Investors Services. Outside of his advisory role, he hosts a life coaching podcast called Rob Bukacek Life Coaching. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to 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 and alternative investments through its affiliation with Guardian Life.
Brandon A
Series 66
Irvine, CA
Guardian Life
Brandon Au is a financial advisor with Guardian Life and holds a Series 66 credential. He has 21 years of industry experience, including roles at Park Avenue Securities and MML Investor Services. Outside of his advisory work, he is involved with Plan C Agency, a non-investment related business he has managed since 1996. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies, providing tailored financial planning and consulting supported by proprietary and third-party platforms.
Linda N
CFP®, Series 63, Series 65
Irvine, CA
Guardian Life
Linda Neuenburg is a CFP® with nine years of industry experience, currently serving as a financial advisor at Guardian Life. Her previous roles include six years at First Financial Consulting and multiple positions within Guardian Life and Park Avenue Securities. She also provides financial reporting consulting services for Pasadena Nazarene Church and Lake Avenue Church and holds an active CPA license. She works with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides a range of financial planning, consulting, and investment management solutions tailored to client needs, combining advisor-led discretionary management with model-based strategies and digital advisory platforms.
Michael O
ChFC®, Series 63, Series 65
Irvine, CA
Guardian Life
Michael Oliver is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation and Series 63 and 65 licenses, with 21 years of industry experience. He has held roles at both firms since 2012, alternating between Guardian Life Insurance Company and Park Avenue Securities. Outside of finance, he serves as a board member of the June Lake Fire Department. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, 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 platforms.
Barton P
Series 63, Series 65
Irvine, CA
Guardian Life
Barton Pearce is a financial advisor with Guardian Life and holds the Series 63 and Series 65 licenses. He has 15 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and PRUCO Securities. His work involves offering insurance products from multiple carriers when appropriate. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services.
Aaron G
Series 63, Series 65
Irvine, CA
Guardian Life
Aaron Gabriel is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and having three years of industry experience. Prior to his current roles, he worked with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. He is also an active associate with LegalShield, offering clients legal services related to estate planning and other attorney needs. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, including high-net-worth clients, as well as corporate and retirement plan sponsors and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies supported by proprietary programs and third-party platforms.
Louis R
Series 63, Series 65
Irvine, CA
Guardian Life
Louis Richards Jr. is a financial advisor at Guardian Life with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Mutual of Omaha, Northwestern Mutual, and Park Avenue Securities. Outside of his advisory role, he is a social media content creator and serves on the Board of Directors for the Cal Poly Pomona Sales Center. Guardian Life’s subsidiary Park Avenue Securities provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and digital advisory solutions.
Kenneth S
Series 65
Irvine, CA
Guardian Life
Kenneth Sotherlund is a financial advisor at Guardian Life with a Series 65 credential. He has experience working at Park Avenue Securities and several insurance companies, including Mutual of Omaha and Aflac. He has also been involved in outside insurance sales since 2024. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers both discretionary and model-based investment management, financial planning, and access to proprietary and third-party advisory solutions.
Henry T
ChFC®, Series 66
Irvine, CA
Guardian Life
Henry Terrell is a ChFC® and holds a Series 66 license, with 53 years of industry experience. He has been with Guardian Life and its affiliated entities since 1991 and has operated his own insurance services business since 1987. His work includes insurance sales covering long-term care, group, individual, and disability insurance. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and advisory services to 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 proprietary programs, third-party solutions, and a digital advisory platform.
Frederick C
Series 66
Irvine, CA
Guardian Life
Frederick Chambers is a Series 66-licensed financial advisor with one year of industry experience, currently affiliated with Guardian Life and Park Avenue Securities in Irvine, CA. Prior to his current role, he worked at Thrivent Financial and held leadership responsibilities outside the financial sector as the lead pastor at Grace Community Church of Saddleback Valley. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and advisory solutions combining advisor-led discretionary management with model-based strategies across proprietary and third-party platforms.
Ryan F
Series 66
Irvine, CA
Guardian Life
Ryan Freeman is a Series 66 licensed financial advisor with three years of industry experience. He is currently with Guardian Life and Park Avenue Securities, having previously worked at Janus Henderson Investors and held roles in communications and public safety. Outside of his advisory work, Freeman is involved in outside insurance sales. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, 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, consulting, and management solutions through both proprietary and third-party platforms.
Luke B
Series 66
Irvine, CA
Guardian Life
Luke Belden is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience with roles at Guardian Life, Park Avenue Securities, Proverbs Financial & Insurance Services, and WLA Investments. Outside of advisory work, he is also involved in insurance sales. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and investment management through proprietary and third-party solutions.
Paul F
Series 63, Series 65
Irvine, CA
Guardian Life
Paul Finchamp is a financial advisor with Guardian Life in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 44 years of industry experience. He has been with Guardian Life since 2009 and is actively engaged in the group insurance business, focusing on health plan and ancillary employer-sponsored benefits. Guardian Life's Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a mix of advisor-led discretionary management and model-based strategies, access to proprietary and third-party investment solutions, and integrated financial planning and consulting services.
Ross C
Series 63, Series 65
Irvine, CA
Guardian Life
Ross Christiansen is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and six years of industry experience. He previously owned Rocketology LLC for eight years and currently receives residual income from the sale of that business. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client relationships through a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.
Eric P
Series 63, Series 66
Irvine, CA
Guardian Life
Eric Post is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 20 years of industry experience, including multiple periods at Park Avenue Securities and Guardian Life Insurance. Outside of his advisory role, he is involved in providing fixed insurance products separate from Guardian Life. Park Avenue Securities LLC, part 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 combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party platforms and insurance products.
R Jeffrey M
Series 63, Series 65
Irvine, CA
Guardian Life
R Jeffrey Morrison is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with Park Avenue Securities and Guardian Life since 2010 and maintains a college counseling activity through Campus Pathway, focusing on serving a smaller number of families while shifting emphasis toward business market financial planning. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, businesses, and organizations, combining advisor-led discretionary management with model-based strategies and offering access to proprietary programs, third-party solutions, and insurance products.
Kylee B
Series 66
Irvine, CA
Guardian Life
Kylee Bowden is a financial advisor at Guardian Life with seven years of industry experience. She holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Guardian Life’s subsidiary, 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 digital advisory solutions.
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