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Randall B

Series 63, Series 65

Murray, UT

Guardian Life

Randall Bills is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His career has been primarily with Guardian Life and its affiliates since 2012. Outside of his advisory role, he plays keyboard in a local rock and roll band called The Flashback Brothers. 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 management with model-based strategies and provides 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
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Zachary N

Series 66

Murray, UT

Guardian Life

Zachary Nielson is a financial advisor at Guardian Life with 17 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Park Avenue Securities, Guardian Life Insurance Company, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance Co, and Securian Financial Services. Nielson is involved in insurance products outside of Guardian Life that account for more than 10% of his annual compensation. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides both brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers customized client relationships through a combination of advisor-led discretionary management, model-based strategies, and 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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Ryan B

CFP®, ChFC®, Series 63, Series 66

Murray, UT

Guardian Life

Ryan Beck is a CFP® and ChFC® with 30 years of experience in the financial industry. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 2017. Previously, he spent over a decade at Axa Advisors and also worked at Mony Securities Corporation. Outside of his advisory role, he is writing a book about Executive Benefit Planning and manages Wealth Beyond Money of Utah, a wealth strategies agency. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, 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, 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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Eric K

Series 66

Murray, UT

Guardian Life

Eric Keith is a financial advisor with Guardian Life and holds the Series 66 designation. He has one year of industry experience, including his current role at Park Avenue Securities since 2025. Prior to his financial services career, he worked at Texas Roadhouse for seven years. Keith also acts as an independent contractor offering insurance products other than Guardian. 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 tailored client solutions through advisor-led discretionary management, 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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Brett B

Series 63, Series 66

Murray, UT

Guardian Life

Brett Bunker is a financial advisor with Guardian Life and holds Series 63 and Series 66 credentials. He has 11 years of industry experience, including nine years at Rocky Mountain Nanotechnology, LLC. His current role includes independent contractor work involving life insurance and fixed annuities. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and advisory services to individuals, businesses, and institutional clients. The firm offers a range of financial planning, discretionary management, and advisory solutions, integrating 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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Peter N

Series 66

Murray, UT

Guardian Life

Peter Nelson is a Series 66-credentialed financial advisor with 10 years of industry experience. He is currently affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2016. Outside of his advisory work, Nelson serves as a trustee and executor for a family trust. Park Avenue Securities, 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 combination of advisor-led discretionary management, model-based strategies, 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
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