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Joel L

Series 63, Series 65

Louisville, KY

Guardian Life

Joel Lerner is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and over 27 years of industry experience. His career includes roles at MetLife Securities and Massachusetts Mutual Life Insurance Company. He serves as assistant treasurer and board member for Congregation Adath Jeshurun. Park Avenue Securities, 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 combines advisor-led discretionary management with model-based strategies, providing tailored client relationships and access to a broad range of proprietary and third-party 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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Benjamin M

Series 63, Series 65

Louisville, KY

Guardian Life

Benjamin Mckain is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has six years of industry experience, including roles at Park Avenue Securities and Northwestern Mutual. He serves on a finance committee in Louisville, KY. Guardian Life, through its Park Avenue Wealth Management division, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and investment management solutions using both advisor-led discretionary and model-based strategies.

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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Charles H

Series 63, Series 65

Louisville, KY

Guardian Life

Charles Howard Jr. is a financial advisor with Guardian Life and Park Avenue Securities in Louisville, KY, holding Series 63 and Series 65 licenses and 17 years of industry experience. He is also a restaurant owner of Voodoo Tuna Sushi Bar and Lounge. 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 customized advisory solutions combining advisor-led management and model-based strategies, 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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Ryan B

Series 63, Series 65

Louisville, KY

Guardian Life

Ryan Brace is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked primarily at Park Avenue Securities and Guardian Life Insurance Company since 2003. Outside of his advisory role, he serves on an advisory board for his church and is involved with MedPoint Student Loan Solutions, assisting clients with student loan refinancing. 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, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, education, and integrated lending 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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Austin W

Series 63, Series 65

Louisville, KY

Guardian Life

Austin Wright is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. He previously led The Wright Legacy Group for 12 years and has held roles at J.W. Cole Financial and J.W. Cole Advisors. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides customized financial planning and advisory solutions through a combination of advisor-led discretionary management and model-based strategies, utilizing 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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John K

Series 63, Series 65

Louisville, KY

Guardian Life

John Kendall is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has one year of industry experience, including roles at Guardian Life, Park Avenue Securities, and Compass Financial Advisory Services. Prior to his financial career, he worked at Publix Supermarkets for nearly three decades. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm provides 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.

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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Ronald D

Series 63, Series 65

Louisville, KY

Guardian Life

Ronald Durham Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and 22 years of industry experience. He has worked with both firms since 2011, combining roles at Guardian Life Insurance Company and Park Avenue Securities. His other business activities include the sales and service of Pacific Life Insurance products. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, charitable organizations, and businesses. The firm offers customized financial planning, model-based discretionary management, and access to proprietary and third-party advisory programs.

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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Charles F

CFP®, Series 66

Louisville, KY

Guardian Life

Charles Fischesser is a CFP®-certified financial advisor with 23 years of industry experience. He has been with Guardian Life and Park Avenue Securities since 2004 and previously worked at Morgan Keegan & Company, LLC. Outside of his advisory role, he provides life, long-term care, and disability insurance products when Guardian's offerings are not suitable. 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 combination of advisor-led discretionary and model-based investment management through proprietary and third-party platforms, alongside financial planning and consulting services tailored to client needs.

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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