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Jonathan S

Series 66

Knoxville, TN

Guardian Life

Jonathan Spahn is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Park Avenue Securities and Edward Jones, and served in the United States Army for 12 years. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Donald B

Series 63, Series 65

Knoxville, TN

Guardian Life

Donald Borella is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and two years of industry experience. His background includes roles at Park Avenue Securities and Equitable Advisors, among others. 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 providing access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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William C

Series 66

Knoxville, TN

Guardian Life

William Crass is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation. He has been in the industry since 2024 and previously has experience working with local churches and as a self-employed insurance agent. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm provides financial planning and consulting through both advisor-led discretionary management and model-based strategies, utilizing proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Drew S

Series 65

Knoxville, TN

Guardian Life

Drew Sliwinski is a financial advisor with Guardian Life and holds a Series 65 license. He has experience working at Axis Incorporated and Peachtree Planning, and is currently affiliated with Park Avenue Securities, a subsidiary of Guardian Life. Drew is based in Knoxville, TN. Park Avenue Securities offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a mix of advisor-led discretionary management, model-based strategies, and digital advisory solutions, with access to proprietary programs, third-party platforms, and insurance products through its connection with Guardian Life.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Tanner D

Series 65

Knoxville, TN

Guardian Life

Tanner Dean is a financial advisor at Guardian Life with a Series 65 designation and one year of industry experience. His prior work includes roles at Park Avenue Securities, Peachtree Planning, and D&L Transport, among others. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a combination of advisor-led discretionary management and model-based strategies, along with a variety of financial planning and consulting services.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Jonathan P

Series 65, Series 63

Knoxville, TN

Guardian Life

Jonathan Palk is a financial advisor with Guardian Life and holds Series 65 and Series 63 licenses. He has one year of industry experience and previously worked at Park Avenue Securities, Shipt, and Park West Church. 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 advisory solutions, combining advisor-led management with model-based strategies and access to proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Benjamin V

Series 65

Knoxville, TN

Guardian Life

Benjamin Vander Wal is a financial advisor with Guardian Life in Knoxville, TN, holding a Series 65 designation. He began his advisory career in 2026 with Park Avenue Securities and Peachtree Planning and previously spent ten years in full-time education. Park Avenue Securities, 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 combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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