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Sean P

Series 66

Lake Mary, FL

Guardian Life

Sean Parkes is a financial advisor with Guardian Life and holds the Series 66 designation. He has three years of industry experience and has worked at Guardian Life and Park Avenue Securities since 2023. Outside of his advisory role, Parkes has been involved with real estate enterprises, including licensed activities with Apogee International Real Estate Group and Parkes Place Professional Real Estate Group. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client services through advisor-led discretionary management and model-based strategies, combining proprietary programs 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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Lawrence R

CFP®, Series 63, Series 65

Lake Mary, FL

Guardian Life

Lawrence Rutledge is a CFP® with 29 years of industry experience, currently serving at Guardian Life and Park Avenue Securities. He has held various roles at Guardian Life since 2008 and Park Avenue Securities since 2019. Rutledge also operates Rutledge Advisory Group, Inc. for marketing purposes. Park Avenue Securities LLC, 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 range of brokerage and advisory services, integrating 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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Matthew K

Series 66

Lake Mary, FL

Guardian Life

Matthew Keister is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including prior roles at Park Avenue Securities and Westshore Financial Group. Outside of his advisory work, he is involved in selling insurance products not offered through Guardian. Guardian Life’s Park Avenue® Wealth Management provides brokerage and advisory services to individuals, corporations, retirement plans, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and investment solutions.

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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Myles T

ChFC®, Series 63, Series 66

Lake Mary, FL

Guardian Life

Myles Thurston III is a financial advisor at Guardian Life with 37 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 66 licenses. His career includes multiple tenures at Guardian Life and Park Avenue Securities spanning over three decades. Thurston is also involved with Insurance-Innovative Underwriters in an insurance-related capacity. Guardian Life’s Park Avenue® Wealth Management, where Thurston practices, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charities, and businesses. The firm combines advisor-led discretionary management with model-based strategies through proprietary and third-party platforms, providing tailored financial planning and consulting solutions.

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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