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Ronald R

CFP®, Series 63, Series 65

New York, NY

Guardian Life

Ronald Ramirez is a CFP® professional with 37 years of industry experience. He is currently with Primerica Advisors and Guardian Life Insurance Company, having worked at both firms since 1989. His career includes extensive tenure at Primerica Advisors beginning in 1999. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual investors, high-net-worth clients, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies across multiple program types.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Vidal P

CFP®, Series 63, Series 65

New York, NY

Guardian Life

Vidal Peoples is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2011. Peoples is also the owner of Ennoble Wealth, LLC, a business that supports his work as a Guardian Financial Representative. Park Avenue Securities 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 planning and consulting. The firm employs a variety of investment strategies through proprietary and third-party models and provides integrated account-level services such as lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Matthew G

Series 66

New York, NY

Guardian Life

Matthew Goldstein is a financial advisor at Park Avenue Securities, a subsidiary of Guardian Life, with two years of industry experience. He holds the Series 66 designation and previously worked at the Gerson Lehrman Group and the University of Michigan. Park Avenue Securities serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage, financial planning, retirement consulting, and investment advisory services. The firm offers both discretionary and non-discretionary advisory relationships, including proprietary and third-party model portfolios, along with digital advisory solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Evan W

CFP®, ChFC®, Series 66

New York, NY

Guardian Life

Evan Wohl is a financial advisor with Primerica Advisors based in New York, NY, holding the CFP®, ChFC®, and Series 66 designations and has 16 years of industry experience. He has worked at Park Avenue Securities, Guardian, and Hollywood Golf Club since 2008. Wohl serves on the advisory board of the Hoppe Gala, a nonprofit organization. Park Avenue Securities LLC serves a diverse retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, employing a range of investment strategies through proprietary models, third-party managers, and digital advice solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Michael R

Series 63, Series 65

New York, NY

Guardian Life

Michael Ringel is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His work history includes roles at Primerica Advisors and Guardian Life Insurance Company, as well as Park Avenue Securities. Outside of his advisory work, he is also involved in accounting, tax, and consulting services through his CPA practice. Park Avenue Securities serves a diverse client base ranging from individual investors to corporations, 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, supporting both discretionary and non-discretionary accounts.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Timothy F

CFP®, Series 66

New York, NY

Guardian Life

Timothy Faughnan is a CFP® with 21 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. His career includes long-term roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory duties, he is involved in writing business for term, group, and whole life insurance through other companies. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and offers both discretionary and non-discretionary account management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Melissa S

Series 66

New York, NY

Guardian Life

Melissa Schlow is a financial advisor at Guardian Life with one year of industry experience. She holds a Series 66 designation and previously worked at New York RHB for five years. Outside of finance, she is a fitness and health coach at Chimney Rock CrossFit, where she teaches CrossFit and endurance running classes. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement consulting, and investment advisory programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Emilio F

Series 66

New York, NY

Guardian Life

Emilio Fernandez is a Series 66 licensed financial advisor with Primerica Advisors based in New York, NY. He has held positions at Park Avenue Securities and Guardian Life Insurance Company since 2024. Prior to his current roles, he was involved with ELLI Travel Group, Recsports, Larchmont Shore Club, and Larchmont Youth Soccer. Park Avenue Securities serves a broad retail client base, offering both brokerage and fee-based advisory services, including financial planning and retirement consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account services such as lending and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Ian K

CFP®, Series 63, Series 65

New York, NY

Guardian Life

Ian Kansky is a CFP® professional affiliated with Guardian Life and Park Avenue Securities, with 20 years of experience in the financial services industry. He has worked at both firms since 2014 and 2015, respectively. Kansky is also involved in public speaking on financial wellness topics. 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, pension plans, charitable organizations, and corporate clients. The firm offers a range of investment advisory programs, including digital solutions and tailored financial planning services.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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David O

CFP®, Series 63, Series 65

New York, NY

Guardian Life

David Orsolino is a financial advisor with Primerica Advisors, holding the CFP® designation and Series 63 and 65 licenses, with 27 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2005. Outside of his advisory role, he serves as a trustee for an irrevocable trust. Park Avenue Securities LLC serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies with options for discretionary and non-discretionary account management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Daniel P

Series 66

New York, NY

Guardian Life

Daniel Paikin is a financial advisor with Primerica Advisors based in Woodcliff Lake, NJ, holding a Series 66 designation and 16 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2008. Outside of his advisory role, Paikin is involved in marketing activities through Tempus Financial Group, LLC. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage, advisory, and financial planning services. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports both discretionary and non-discretionary account management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Samuel M

Series 66

New York, NY

Guardian Life

Samuel Marcus is a Series 66-licensed advisor with Primerica Advisors based in New York, NY. He has one year of industry experience and currently works at Park Avenue Securities. Prior to this, he held roles at Guardian Life Insurance Company and has experience in insurance brokering. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both transaction-based brokerage and fee-based advisory services, utilizing proprietary model portfolios and third-party investment managers across various account types.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Ryan B

Series 63

New York, NY

Guardian Life

Ryan Bohn is a financial advisor with Primerica Advisors based in New York, NY. He holds a Series 63 designation and has 17 years of industry experience. He has worked at Park Avenue Securities since 2016 and Guardian Life Insurance since 2015. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial planning, retirement-plan consulting, and business consulting, utilizing a range of investment strategies and proprietary programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Robert M

Series 63

New York, NY

Guardian Life

Robert Mcloughlin is a financial advisor with Primerica Advisors, holding a Series 63 designation and 14 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2009. Outside of his advisory role, he serves as a trustee and executor for his mother’s estate. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a range of proprietary and third-party investment strategies and platforms.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Noah E

Series 66

New York, NY

Guardian Life

Noah Eskenazi is a Series 66-licensed financial advisor with three years of industry experience. He is currently associated with Primerica Advisors and has prior work history at Guardian Life Insurance Company, Park Avenue Securities, and Equitable Advisors, LLC. Primerica Advisors serves a wide range of retail clients, including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and business consulting. The firm utilizes a variety of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary account management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Chet S

Series 63, Series 65

New York, NY

Guardian Life

Chet Schwartz is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Primerica Advisors since 1999 and currently is affiliated with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, Schwartz participates in speaking engagements, providing webinars that discuss client interactions and financial planning approaches, and he operates a pass-through entity called Wait for Me, LLC. Park Avenue Securities serves a diverse retail client base, including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services. The firm employs a range of investment strategies through proprietary and third-party model portfolios and provides additional services such as financial planning, retirement consulting, and securities-based lending.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Timothy S

Series 63, Series 66

New York, NY

Guardian Life

Timothy Sachs is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and having 10 years of industry experience. He previously worked at T. Rowe Price from 2015 to 2017. In addition to his advisory role, he sells non-Guardian life and disability insurance. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage, financial planning, and investment advisory services to individuals, pension plans, charitable organizations, and corporate clients, offering a blend of proprietary and third-party investment programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Evan H

Series 66

New York, NY

Guardian Life

Evan Harnik is a financial advisor with Primerica Advisors, holding a Series 66 designation and 15 years of industry experience. His career includes roles at Park Avenue Securities and Guardian Life Insurance Company since 2008. He also obtains insurance for clients outside of the Guardian portfolio on a limited basis. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a variety of proprietary and third-party investment strategies and supports account-level services such as lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Christopher W

Series 66

New York, NY

Guardian Life

Christopher Weber is a Series 66-licensed financial advisor with Primerica Advisors, based in New York, NY, and has 15 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2009 and 2010, respectively. Weber assists clients in acquiring disability insurance through companies other than Berkshire. Park Avenue Securities serves a broad 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 managers and supports various account-level services such as lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Jonathan B

Series 63, Series 65

New York, NY

Guardian Life

Jonathan Blinken is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since the mid-1990s. Blinken serves on the boards of the American Friends of Bar Ilan University in Israel and Sharsheret, a nonprofit organization. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm utilizes a combination of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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