Bessann Watson is a CFP® with 21 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. She has spent her career primarily with these firms, beginning in 2005. Outside of her advisory role, Watson is involved in several business activities including consulting through Abbey Road Financial, LLC, serving as an executor for an estate, and researching captive insurance arrangements for clients. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage, financial planning, and retirement plan consulting services, with advisory options that include discretionary and non-discretionary management using both in-house and third-party model portfolios.

Richard Mccool is a CFP® and ChFC® with 23 years of experience in the financial services industry. He is currently affiliated with Park Avenue Securities and Guardian Life Insurance Company, where he has worked since 2002. Outside of his advisory role, he serves as a director for Locklin Lake and is a member of the Historic Preservation Board in Milton, Florida. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.

Benjamin Boyd is a Series 66 licensed financial advisor with three years of industry experience. He is currently affiliated with Park Avenue Securities and has prior experience with Guardian Life Insurance Company and Primerica Advisors. Outside of his advisory role, Boyd is a partner in JNBB Financial, LLC, where he maintains recordkeeping and tax responsibilities. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and a digital advice platform, supporting various account types and lending solutions.