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Olivia A
Series 66
Morgantown, WV
Guardian Life
Olivia Abboud is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has one year of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Prior to her financial career, she worked with the United States Secret Service and has experience in education and senior living sectors. Park Avenue Securities LLC serves a broad retail client base with brokerage and advisory services, offering proprietary and third-party investment programs along with financial and business consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies and account-level services.
John B
ChFC®, Series 63, Series 65
Morgantown, WV
Guardian Life
John Bonasso is a financial advisor with Primerica Advisors based in Morgantown, WV, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 31 years of industry experience, including 25 years with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves as an assistant adjunct professor at West Virginia University’s School of Medicine. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services along with financial planning and retirement-plan consulting. The firm uses a mix of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.
Zebulon L
Series 63, Series 65
Morgantown, WV
Guardian Life
Zebulon Lewis is a financial advisor with Primerica Advisors in Morgantown, WV, holding Series 63 and Series 65 licenses with eight years of industry experience. He has worked with Park Avenue Securities LLC since 2017 and Guardian Life Insurance Co. of America since 2015. Outside of his advisory roles, he is involved in volleyball officiating and coaching. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice solutions, managing approximately $15 billion in regulatory assets under management.
Jace K
Series 66
Morgantown, WV
Guardian Life
Jace Kyle is a financial advisor at Guardian Life with Series 66 credentials and five years of industry experience. He has worked at Park Avenue Securities since 2020 and previously attended West Virginia University from 2016 to 2020. Outside of his advisory work, he serves as an adjunct professor at Davis and Elkins College and is the secretary of the Tygart Valley Lions Club. He also holds a board member position with the Youth Health Service. He works at Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage services, financial planning, and advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of discretionary and non-discretionary advisory solutions, including model portfolios and a digital advisory platform.
Bryan S
Series 66
Morgantown, WV
Guardian Life
Bryan Schod is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has six years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2019. Outside of his advisory roles, he is an author of the book *Be A Cash Flow Pro* and is involved with Generation Morgantown, a nonprofit organization. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a variety of investment strategies through proprietary and third-party models and supports both discretionary and non-discretionary account management.
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