Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Harvey W

Series 63

Melville, NY

Guardian Life

Harvey Weiner is a financial advisor at Guardian Life with 44 years of industry experience. He holds a Series 63 designation and has been with Guardian Life since 2015. In addition to his advisory role, he operates as an insurance broker offering various insurance products independently. Guardian Life, through its subsidiary Park Avenue Wealth Management, provides 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 offers a range of 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
user avatar
firm logo

Travis H

Series 66

Melville, NY

Guardian Life

Travis Hayon is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience and has previously worked with Park Avenue Securities, The Neefus-Stype Agency, and Cornerstone Insurance Services. Outside of his advisory role, he serves as the Interim Membership Chair for LeTip, a professional networking organization. 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 discretionary management with model-based strategies and access to proprietary and third-party investment 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
user avatar
firm logo

Michael D

CFP®, Series 63, Series 66

Melville, NY

Guardian Life

Michael Di Marco is a CFP® professional with 10 years of experience in financial advising. He is currently affiliated with Guardian Life and Park Avenue Securities, having worked previously at American Express Financial Advisors and IDS Life Insurance Company. He also has over two decades of experience with Country Fair Management LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, charities, and businesses. The firm offers advisor-led discretionary management alongside model-based strategies and a range of consulting and financial planning 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
user avatar
firm logo

Mordechai L

Series 63, Series 66

Melville, NY

Guardian Life

Mordechai Lev is a financial advisor at Guardian Life with 9 years of industry experience. He holds Series 63 and Series 66 designations. His career has been primarily with Guardian Life since 2012. Guardian Life’s subsidiary, Park Avenue Wealth Management, provides 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 offers proprietary programs, third-party solutions, and 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
user avatar
firm logo

Randy B

Series 63

Melville, NY

Guardian Life

Randy Brickman is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 27 years of industry experience. He has been with Guardian Life since 2015 and Park Avenue Securities since 2024. Outside of his advisory role, he serves as president of a networking group, BNI Just Do It!!. Park Avenue Securities LLC 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 insurance products and alternative investments through its affiliation 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
user avatar
firm logo

Lawrence B

ChFC®, Series 63, Series 65

Melville, NY

Guardian Life

Lawrence Barth is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including over a decade at Hornor, Townsend & Kent, LLC. Outside of his advisory work, he serves as President of Eitz Chayim Dogwood Park, a synagogue in West Hempstead, NY. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers both advisor-led discretionary management and model-based strategies, combining proprietary and third-party platforms to tailor client relationships.

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
user avatar
firm logo

Pambayan M

Series 63, Series 65

Melville, NY

Guardian Life

Pambayan Meyyan is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Guardian Life since 2015 and is currently associated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses, offering tailored financial planning and consulting through both advisor-led discretionary management 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
user avatar
firm logo

Nicholas A

CFP®, Series 66

Melville, NY

Guardian Life

Nicholas Alfino is a CFP® and holds a Series 66 license, with 12 years of experience in financial services. He has been affiliated with Guardian Life and its subsidiary Park Avenue Securities for the past 10 years. Outside of his advisory role, he serves as president of the GAIN IBO Networking Group, focusing on maintaining and growing the organization. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a mix of advisor-led discretionary management and model-based investment strategies, alongside access to proprietary programs, third-party solutions, and integrated financial planning 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
user avatar
firm logo

Joel M

Series 63

Melville, NY

Guardian Life

Joel Moskowitz is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 15 years of industry experience. He has been with Guardian Life since 2012 and with Park Avenue Securities since 2016. Outside of his advisory roles, he holds a minority ownership in RAG RFSNY LLC, a corporation related to disability insurance trail payments. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, institutions, and retirement plan sponsors. The firm blends advisor-led discretionary management with model-based strategies and offers a range of 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
user avatar
firm logo

Robert S

ChFC®, Series 63, Series 65

Melville, NY

Guardian Life

Robert Schrier is a financial advisor with Guardian Life in Melville, NY, holding the ChFC®, Series 63, and Series 65 designations and bringing 40 years of industry experience. He has been with Guardian Life and its related entities since 1993. Guardian Life’s subsidiary, Park Avenue® Wealth Management, serves individuals—including high-net-worth clients—corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of 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
user avatar
firm logo

Coletta A

Series 66

Melville, NY

Guardian Life

Coletta Alagia is a financial advisor at Guardian Life with a Series 66 license and entry-level industry experience. Her prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, JT Urraro, and Northwestern Mutual Life Insurance Company. Outside of finance, she has experience with Miss Colleens Elite Dancentre. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, businesses, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides a range of financial planning, consulting, and education 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
user avatar
firm logo

Herbert O

Series 63

Melville, NY

Guardian Life

Herbert Oster is a financial advisor with Guardian Life in Melville, NY, holding a Series 63 designation and 42 years of industry experience. He has been with Guardian Life and its affiliated companies since 2012. Outside of his advisory role, he has a minority interest in thoroughbred horse ownership through Herbert J Oster, LLC. Guardian Life's subsidiary, 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 combination of advisor-led discretionary management and model-based strategies, with tailored client relationships and access to 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
user avatar
firm logo

Thomas P

Series 63

Melville, NY

Guardian Life

Thomas Palmeri is a financial advisor at Guardian Life with 40 years of industry experience. He holds a Series 63 designation and has been with Guardian Life since 2010. Outside of his advisory role, he volunteers as a kitchen manager at The INN @ St Francis soup kitchen in Patchogue, NY, and serves as president-elect of the Patchogue Rotary Club, where he also previously held the positions of sergeant of arms and secretary. He is the treasurer on the NAIFA New York State Executive Committee and Board. Guardian Life, through its 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 financial planning, discretionary and model-based portfolio management, and a variety of proprietary and third-party advisory solutions, 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
user avatar
firm logo

Isa A

Series 66

Melville, NY

Guardian Life

Isa Abdur Rahman is a financial advisor with Guardian Life and holds a Series 66 designation. Though new to the industry, he has prior experience at Guardian Life Insurance Company and Park Avenue Securities, and previously worked with Row New York Inc. and Port Rowing. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 a range of 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
user avatar
firm logo

Leonard C

Series 63, Series 66

Melville, NY

Guardian Life

Leonard Cohen is a financial advisor with Guardian Life, holding Series 63 and Series 66 credentials and 17 years of industry experience. He has worked with Guardian Life and its affiliates since 2010 and is also active in disability insurance through Metro DI. He is affiliated with Park Avenue Securities LLC, a Guardian Life subsidiary that provides 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 offers a range of 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
user avatar
firm logo

Enrico I

Series 63, Series 66

Melville, NY

Guardian Life

Enrico Indelicato III is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 11 years of industry experience, including roles at Park Avenue Securities and Guardian Life. Outside of his advisory work, he is involved with Cifico, a web-based software that converts financial spreadsheets into simple moving animations. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of 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
user avatar
firm logo

Joel G

Series 63

Melville, NY

Guardian Life

Joel Greenberg is a financial advisor with Guardian Life in Melville, NY, holding a Series 63 designation and 35 years of industry experience. He has been with Guardian Life and its related entities since 2009 and also operates B & B Financial Services since 2000. In addition to his advisory work, he sells non-Guardian Health and Term Insurance to clients. Guardian Life's Park Avenue Wealth Management offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and investment management through a combination of advisor-led discretionary management and model-based strategies, supported by 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
user avatar
firm logo

Evan T

Series 63

Melville, NY

Guardian Life

Evan Tepper is a financial advisor at Guardian Life with 23 years of industry experience. He holds a Series 63 designation and has been with Guardian Life since 2010. Outside of his advisory role, he sells fixed annuities independently. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through a combination of advisor-led discretionary management and model-based strategies, supported by 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
user avatar
firm logo

Vincent C

Series 63, Series 65

Melville, NY

Guardian Life

Vincent Cagnina is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior roles include positions at Kingswood Wealth Advisors, Northwestern Mutual, Raymond James Financial Services, and various divisions of Guardian Life. He is also involved in health insurance brokerage through PGP. Guardian Life’s subsidiary, Park Avenue® Wealth Management, 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 programs, third-party solutions, and insurance products through its established relationship 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
user avatar
firm logo

Enrico I

Series 63

Melville, NY

Guardian Life

Enrico Indelicato Jr. is a financial advisor with Guardian Life, holding a Series 63 credential and bringing 26 years of industry experience. He has been with Guardian Life since 2010. Outside of his advisory role, he is involved in providing small group health insurance for businesses with 2 to 50 employees. Guardian Life's Park Avenue® Wealth Management offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm delivers customized financial planning and portfolio management through advisor-led discretionary and model-based strategies, combining 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
user avatar
firm logo

John I

Series 63

Melville, NY

Guardian Life

John Isaac is a financial advisor with Guardian Life, holding a Series 63 designation and 31 years of industry experience. He has been with Guardian Life and its affiliates since 2005 and more recently joined Park Avenue Securities. Outside of his advisory role, he is a founder, treasurer, and board member of the Kerala Global Chamber of Commerce & Industry USA Inc., a nonprofit organization. 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 advisor-led discretionary management alongside model-based strategies and provides a range of financial planning, consulting, and advisory solutions 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
user avatar
firm logo

Adam C

CFP®, ChFC®, Series 63, Series 65

Melville, NY

Guardian Life

Adam Cline is a CFP® and ChFC® with 28 years of industry experience, currently serving at Guardian Life since 2012. He holds Series 63 and Series 65 licenses and engages in additional investment-related insurance activities outside of Guardian Life. Guardian Life operates through its subsidiary Park Avenue Securities LLC, providing brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions including advisor-led discretionary management, model-based strategies, and a digital advisory platform, combined 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
user avatar
firm logo

Naveen J

Series 63

Melville, NY

Guardian Life

Naveen Joshi is a financial advisor at Guardian Life with 37 years of industry experience. He holds the Series 63 designation and has been associated with Guardian Life since 2004, as well as Park Avenue Securities since 2015. Park Avenue Securities LLC, a subsidiary of Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and digital advisory solutions 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
user avatar
firm logo

Stephen D

Series 63, Series 66

Melville, NY

Guardian Life

Stephen Dellibovi is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has four years of industry experience and has worked at Park Avenue Securities, Guardian Life Insurance, and Northwestern Mutual. He is also an owner of SHELTS LLC and serves on the board of directors for the nonprofit organization The Noia Project Inc. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm offers a combination of advisor-led management and model-based strategies, along with access to 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
user avatar
firm logo

Dana L

Series 63

Melville, NY

Guardian Life

Dana Lind is a financial advisor with Guardian Life who holds a Series 63 designation and has 31 years of industry experience. She has been with Guardian Life and its affiliates since 2010 and currently also works with Park Avenue Securities. Outside of her advisory role, she is listed as vice-president of a construction and remodeling business owned by her husband, though she does not actively participate in its operations. 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 and consulting services through advisor-led discretionary management, model-based strategies, and a digital advisory platform.

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
user avatar
firm logo

Michael L

Series 63, Series 66

Melville, NY

Guardian Life

Michael Librett is a financial advisor with Guardian Life, holding Series 63 and Series 66 credentials and bringing 16 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Alpha Centric Funds. Guardian Life’s Park Avenue® Wealth Management 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 management solutions combining advisor-led discretionary management with model-based strategies and access to specialized platforms and insurance products.

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
user avatar
firm logo

Ryan C

Series 63, Series 66

Melville, NY

Guardian Life

Ryan Cornacchia is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has 13 years of industry experience, including roles at Joseph Gunnar & Co., LLC and Laidlaw & Co (UK) Ltd. His current position is with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities 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 both proprietary and third-party advisory 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
user avatar
firm logo

David M

CFP®, Series 63

Melville, NY

Guardian Life

David Michaels is a CFP® professional affiliated with Guardian Life and Park Avenue Securities, with 27 years of experience in the financial industry. He has spent his career primarily with Park Avenue Securities, a subsidiary of Guardian Life, working there continuously since 1999. Park Avenue Securities provides brokerage and investment advisory services to individuals, including high-net-worth clients, as well as 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.

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
user avatar
firm logo

Michael O

Series 63, Series 65

Melville, NY

Guardian Life

Michael O’Sullivan is a financial advisor with Guardian Life and Park Avenue Securities who holds Series 63 and Series 65 licenses and has 27 years of industry experience. He has been with Guardian Life since 2008 and Park Avenue Securities since 2012. Outside of securities, he is a licensed notary public in Suffolk County, New York. 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 investment management solutions, including advisor-led discretionary management, model-based strategies, and a digital advisory platform, with tailored client services that include financial planning and ongoing consulting.

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
user avatar
firm logo

John M

Series 63, Series 66

Melville, NY

Guardian Life

John Melkun is a financial advisor with Guardian Life and holds Series 63 and Series 66 licenses. He has nine years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to his financial services career, he worked at Audi for two years. 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 and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory 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
user avatar
firm logo

Steven L

ChFC®, Series 63, Series 65

Melville, NY

Guardian Life

Steven Lichtenstein is a ChFC® with 33 years of industry experience, currently serving as a financial advisor at Guardian Life. He has been with Guardian Life since 2015. Outside of his advisory role, he works as a consultant for the Gerson Lehrman Group and participates in multiple business networking and resource groups, including facilitating a marketing cooperative and supporting resources for divorcing couples. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate clients, and charitable organizations. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and leveraging 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
user avatar
firm logo

Anthony B

Melville, NY

Guardian Life

Anthony Bertrami Jr. is a financial advisor at Guardian Life with 49 years of industry experience. He has been with Guardian Life since 2010 and is currently associated with Park Avenue Securities. Outside of his advisory work, he serves as Secretary and Scholarship Director for the Tri State Italian American Congress and is a board member of United Cerebral Palsy of Suffolk. Park Avenue Securities LLC, 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 a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms 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
user avatar
firm logo

Kenneth C

Series 63, Series 65

Melville, NY

Guardian Life

Kenneth Cusick is a financial advisor with Guardian Life, holding Series 63 and Series 65 designations and bringing 25 years of industry experience. He has worked with Guardian Life and Park Avenue Securities since 1998, with roles spanning both firms over the years. His other business activities include providing insurance services beyond those offered by Guardian. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, delivers 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 that combine advisor-led discretionary management with model-based strategies, supported by 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
user avatar
firm logo

Steven M

Series 63

Melville, NY

Guardian Life

Steven Mense is a financial advisor with Guardian Life and holds a Series 63 designation. He has 31 years of industry experience, including roles at Guardian Life, Park Avenue Securities, Mass Mutual Investors Services, and Massachusetts Life Insurance Co. In addition to his advisory work, he is the owner of a real estate business, Judas Enterprises. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofits. The firm offers a range of financial planning, discretionary and model-based portfolio management, and access to 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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)