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Erik B

Series 63, Series 65

Minnetonka, MN

Guardian Life

Erik Bohn is a financial advisor with Guardian Life in Minnetonka, MN, holding Series 63 and Series 65 registrations and 15 years of industry experience. He has worked at Guardian Life and its related entities since 2014 and is currently associated with Park Avenue Securities, a subsidiary of Guardian Life. Outside of his advisory role, he is involved in insurance activities with other companies as appropriate. Park Avenue Securities LLC 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 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
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Ernest D

CFP®, Series 63

Minnetonka, MN

Guardian Life

Ernest Draper is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is currently with Guardian Life and affiliated with Park Avenue Securities, where he has worked since 2011. Draper also engages in outside insurance sales involving non-Guardian life and disability policies. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers tailored financial planning, discretionary and non-discretionary 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
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Ryan H

Series 66

Minnetonka, MN

Guardian Life

Ryan Hegarty is a financial advisor at Guardian Life with five years of industry experience. He holds the Series 66 designation and has worked at both Park Avenue Securities and Guardian Life Insurance Company. Additionally, he is the director of employee benefits at Hegarty Consulting Group LLC, a role he has held since 2017. 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 combines advisor-led discretionary management with model-based strategies and offers access to proprietary programs and third-party 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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Jonathan D

CFP®, Series 63, Series 66

Minnetonka, MN

Guardian Life

Jonathan Drewes is a CFP® professional with 32 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities in Minnetonka, MN. His career includes tenures at Guardian Life Insurance Company and Park Avenue Securities since 2014, as well as experience with SII Investments, Inc. He also operates as an independent insurance broker for various life, disability, and long-term care insurance products. Park Avenue Securities, 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 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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Dustin P

CFP®, Series 63

Minnetonka, MN

Guardian Life

Dustin Peltier is a CFP®-designated financial advisor with 18 years of industry experience, currently with Guardian Life and its subsidiary Park Avenue Securities. He has worked with both firms since 2005, primarily at Park Avenue Securities. Peltier also operates Well-Being Wealth Strategies, LLC, a business he established in 2018. Park Avenue Securities, a wholly owned 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 range of financial planning, consulting, and investment management solutions, 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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Joseph B

Series 63

Minnetonka, MN

Guardian Life

Joseph Barwick is a financial advisor with Guardian Life who holds a Series 63 designation and has 21 years of industry experience. He has worked with Guardian Life since 2006 and is currently associated with Park Avenue Securities, a subsidiary of Guardian Life. Outside of his advisory role, he occasionally writes disability insurance policies and operates White Coat Wealth Advisors, a practice focused on serving the medical community. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, 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 with 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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Tyler H

Series 66

Minnetonka, MN

Guardian Life

Tyler Huntley is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Park Avenue Securities and Foster Klima & Co. Outside of financial services, he has worked in retail and food service positions. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and consulting, 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
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Jean H

Series 63

Minnetonka, MN

Guardian Life

Jean Hegarty is a financial advisor at Guardian Life with a Series 63 designation and 35 years of industry experience. She has worked at Guardian Life and its affiliates since 2007 and currently operates Hegarty Consulting Group, an employee benefits firm serving small businesses. Hegarty also offers identity theft and prepaid legal services outside of her advisory role. Guardian Life, through its subsidiary Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, and digital 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
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Abena I

Series 66

Minnetonka, MN

Guardian Life

Abena Isijola is a financial advisor at Guardian Life with five years of industry experience. She holds a Series 66 designation and has worked with firms including Ameriprise Financial Services and Foster Klima. Her background also includes roles at the University of Minnesota Extension and Innocent Technologies, LLC. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers access to proprietary wrap programs, alternative investments, and integrated lending options.

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 H

Series 63

Minnetonka, MN

Guardian Life

Matthew Hermann is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 18 years of industry experience. He has worked at Guardian Life Insurance Company of America and Park Avenue Securities since 2007. His activities include assisting clients with underwriting processes for life and disability insurance through other carriers. Park Avenue Securities LLC, a wholly owned subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and nonprofit organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and insurance products 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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Scott W

ChFC®, Series 63, Series 65

Minnetonka, MN

Guardian Life

Scott Wolf is a financial advisor with Guardian Life and holds the ChFC®, Series 63, and Series 65 designations. He has 37 years of industry experience and has been affiliated with both Guardian Life and Park Avenue Securities since 2013. Park Avenue Securities LLC, a wholly owned 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, utilizing both advisor-led discretionary management and model-based strategies through 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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Jon M

Series 63, Series 65

Minnetonka, MN

Guardian Life

Jon Marker is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has been with Guardian Life since 2014 and is a board member of the Braemar Golf Association and Minneapolis Jewish Cemetery. Park Avenue Wealth Management, 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 and model-based management through proprietary and third-party platforms, along with financial planning, consulting, and access to insurance and alternative investment 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
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Jason H

Series 63, Series 65

Minnetonka, MN

Guardian Life

Jason Hegarty is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with Guardian Life in various capacities since 2007 and currently operates Hegarty Consulting Group, LLC, which focuses on employee benefits and individual insurance products. Additionally, he offers identity theft and prepaid legal services through Pre-Paid Legal Services, Inc. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and organizations. The firm offers advisor-led discretionary management alongside model-based strategies, combining proprietary and third-party platforms to serve a diverse client base.

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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Mark Robert L

Series 63, Series 65

Minnetonka, MN

Guardian Life

Mark Robert Lange is a financial advisor with Guardian Life and holds Series 63 and Series 65 designations. He has 35 years of experience in the industry, including 20 years with Guardian Life and Dobson Financial Services. Outside of his advisory work, he is a co-trustee of the Lange Family Trust and serves as a notary public in Blue Earth County. He is associated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which 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, consulting, education, and investment management solutions through both 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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Michael S

Series 63, Series 65

Minnetonka, MN

Guardian Life

Michael Schweitzer is a financial advisor with Guardian Life in Minnetonka, MN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Guardian Life and its affiliated entities since 2006. Outside his advisory role, he is involved in offering other insurance products independently of Guardian. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofit organizations. The firm combines advisor-led discretionary management with model-based strategies and offers various financial planning, consulting, and investment 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
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Chris E

Series 66

Minnetonka, MN

Guardian Life

Chris Elhardt is a Series 66-registered financial advisor with Guardian Life, based in Minnetonka, MN, and has 10 years of industry experience. He has worked with Guardian Life and its affiliate Park Avenue Securities since 2013. Outside of advising, he is also involved as a broker of insurance products including long-term care, group, annuities, life, and disability insurance. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 employs a combination of advisor-led discretionary management and model-based strategies and provides access to 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
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Douglas F

ChFC®, Series 63

Minnetonka, MN

Guardian Life

Douglas Flink is a financial advisor with Guardian Life and holds the ChFC® and Series 63 designations. He has 33 years of industry experience and has been with Guardian Life since 2006. Outside of his advisory role, he is involved with Foster Klima & Company, Inc., a general agency for Guardian Life. His firm, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, alongside access to insurance products and alternative investments via 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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Stephen S

CFP®, Series 66

Minnetonka, MN

Guardian Life

Stephen Shealy is a CFP® with 13 years of experience, currently serving at Guardian Life and Park Avenue Securities. He has spent his entire career at these firms, focusing on financial and insurance advisory services. Outside of his advisory work, he performs music periodically in various public settings. Park Avenue Securities LLC, 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 combination of advisor-led discretionary management and model-based strategies, alongside access to proprietary and third-party 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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David S

CFP®, Series 66

Minnetonka, MN

Guardian Life

David Seidelmann is a CFP® with 21 years of industry experience, currently serving at Guardian Life and Park Avenue Securities. He has a longstanding career at Park Avenue Securities, dating back to 2005, and is involved in raising awareness about federal student loan forgiveness programs. Park Avenue Securities LLC, a fully owned 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 combines advisor-led discretionary management with model-based strategies and offers access to proprietary wrap programs, third-party advisory solutions, and integrated lending options.

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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Heather B

Series 63

Minnetonka, MN

Guardian Life

Heather Bantle is a financial advisor at Guardian Life with 15 years of industry experience. She holds a Series 63 designation and has worked primarily at Park Avenue Securities and Guardian Life since 2010. 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, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and advisory solutions, including advisor-led discretionary management and model-based strategies through 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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Shawn Leigh L

Series 63

Minnetonka, MN

Guardian Life

Shawn Leigh Lemp is a financial advisor with Guardian Life and holds a Series 63 designation. He has 31 years of industry experience, including 18 years at Guardian Life and currently works with Park Avenue Securities, a Guardian Life subsidiary. He also has a side business selling insurance policies. Park Avenue Securities LLC provides brokerage and investment advisory services to individuals, retirement plan sponsors, and businesses. The firm offers a mix of advisor-led management and model-based strategies, along with access to proprietary programs, third-party solutions, and insurance products through its connection to 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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Steven H

Series 63, Series 66

Minnetonka, MN

Guardian Life

Steven Hegarty is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Park Avenue Securities and Guardian Life since 2004. Outside of his advisory role, he operates Hegarty Consulting Group LLC, which provides employee benefits services to small businesses, and offers identity theft and prepaid legal services. Park Avenue Securities LLC, 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 through proprietary and third-party platforms, providing tailored client solutions including 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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