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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 and previously worked at Edward Jones for two years. Prior to his financial career, he served in the United States Army for 12 years. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a range of brokerage, financial planning, 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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Donald B

Series 63, Series 65

Knoxville, TN

Guardian Life

Donald Borella is a financial advisor with Guardian Life in Knoxville, TN, holding Series 63 and Series 65 licenses and two years of industry experience. He has worked at several firms, including Park Avenue Securities, Equitable Advisors, and LPL Enterprise. Prior to his financial services career, he worked six years at Renovations Plus. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and investment advisory programs that include discretionary and non-discretionary management options using both 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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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 and beginning his industry experience in 2024. His prior work includes roles at Niles Ferry Baptist Church and First Baptist Church of Lenoir City. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients through brokerage, 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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Drew S

Series 65

Knoxville, TN

Guardian Life

Drew Sliwinski is a financial advisor with Guardian Life and holds a Series 65 designation. He has experience working at several firms, including Axis Incorporated and Peachtree Planning. Drew is currently affiliated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities LLC operates as both a broker-dealer and SEC-registered investment adviser, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement 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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Jonathan P

Series 63, Series 65

Knoxville, TN

Guardian Life

Jonathan Palk is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. He has one year of industry experience, previously working at Park Avenue Securities and with a background including roles at Shipt, Park West Church, and Accenture. Guardian Life’s subsidiary, Park Avenue Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, retirement consulting, and a range 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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Benjamin V

Series 65

Knoxville, TN

Guardian Life

Benjamin Vander Wal is a financial advisor with Guardian Life, holding a Series 65 designation. He began his career in 2026, having previously completed full-time education from 2016 to 2026. His work history includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Peachtree Planning. 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. The firm offers brokerage services, financial planning, retirement consulting, and a range of advisory programs, including discretionary and non-discretionary models and a hybrid digital advisory solution.

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