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George R

Series 63, Series 65

Pittsburgh, PA

Guardian Life

George Rovee is a financial advisor with Guardian Life and Park Avenue Securities holding Series 63 and Series 65 credentials. He has 29 years of industry experience, including previous roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Company. Outside of advising, he is an author of a finance-related book and provides weekly business coaching for insurance agents. Park Avenue Securities, a subsidiary of Guardian Life, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of advisory and brokerage services with a combination of advisor-led discretionary management and model-based strategies, supported by 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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Shane W

Series 66

Pittsburgh, PA

Guardian Life

Shane Witt is a financial advisor with Guardian Life and holds the Series 66 designation. He has six years of industry experience, including roles at Park Avenue Securities and Guardian Life since 2019. Outside of his advisory work, he operates TURTLESUFERS LLC, a business selling stickers through Amazon fulfillment. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and 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 and third-party investment solutions, along with integrated lending options and insurance products through its affiliation 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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Marylou R

Series 66

Pittsburgh, PA

Guardian Life

Marylou Rodgers is a Series 66-credentialed advisor at Guardian Life with 12 years of industry experience. She has been with Guardian Life and its subsidiary Park Avenue Securities since 2014 and is also associated with Lifetime Financial Growth, where she serves as a general agent. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, provides brokerage and advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies supported by 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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Kyle R

Series 66

Pittsburgh, PA

Guardian Life

Kyle Richert is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 11 years of industry experience. He has been with Guardian Life since 2015 and with Park Avenue Securities since 2024. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofit organizations. The firm offers advisor-led discretionary management alongside model-based strategies, combining proprietary programs and third-party platforms to tailor client relationships.

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 C

Series 63, Series 65

Pittsburgh, PA

Guardian Life

Stephen Creps is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Citizens Securities, Inc. and Citizens Bank. Creps volunteers as a Creative Gifts Coordinator and Equip Class Facilitator in Monroeville, PA. Park Avenue Securities LLC, 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 combines advisor-led discretionary management with model-based strategies and offers financial planning, consulting, 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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Michael C

Series 66

Pittsburgh, PA

Guardian Life

Michael Campbell is a financial advisor at Guardian Life with 11 years of industry experience. He holds a Series 66 designation and has worked with Guardian Life and its affiliate Luttner Financial Group Ltd since 1998. Outside of his advisory role, he is involved with Conditionomics, LLC, a non-investment-related business. Guardian Life’s affiliate, Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with 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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Eugene D

Series 63, Series 66

Pittsburgh, PA

Guardian Life

Eugene Disanti Jr. is a financial advisor with Guardian Life, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been associated with Park Avenue Securities and Guardian Life Insurance Company since 2007. Outside of his advisory role, he is involved in offering health insurance, long-term care, prescription plans, and annuities not available through Guardian. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 combination of advisor-led discretionary management and model-based strategies, along with 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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Michael A

Series 66

Pittsburgh, PA

Guardian Life

Michael Alder is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and five years of industry experience. He has worked at Park Avenue Securities since 2021 and has been with Guardian Life Insurance Company since 2014. Outside of his advisory role, he is a member of the Swissvale Recreation Board and the Swissvale Zoning Board of Adjustments, and he manages a small commercial cleaning business. Park Avenue Securities, a 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 combination of 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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Ryan H

CFP®, Series 63, Series 65

Pittsburgh, PA

Guardian Life

Ryan Hicks is a CFP® professional with 18 years of experience in the financial services industry. He currently works at Guardian Life and Park Avenue Securities, where he has been employed since 2019. Prior to that, he spent 11 years at MassMutual Life Insurance Company. Park Avenue Securities LLC, 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 advisory and consulting services, combining advisor-led discretionary management with model-based strategies and digital 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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Brian S

CFP®, Series 63

Pittsburgh, PA

Guardian Life

Brian Smith is a CFP® with 32 years of experience in the financial industry, currently affiliated with Guardian Life and its subsidiary Park Avenue Securities. He has spent the entirety of his career at Guardian Life and Park Avenue Securities, with overlapping roles dating back to 1994. Outside of his advisory duties, Smith serves as a board member for the Andrew C. Virostek Foundation and Lifetime Financial Growth and is involved in limited legal drafting of wills. Park Avenue Securities, part of Guardian Life, provides brokerage and advisory services to individual and institutional clients, including high-net-worth individuals and retirement plan sponsors. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and specialized 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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William G

Series 63, Series 66

Pittsburgh, PA

Guardian Life

William Gorman is a financial advisor with Guardian Life, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He has been with Guardian Life since 1992 and has also worked with Luttner Financial Group Ltd. since 1992. Guardian Life's subsidiary, Park Avenue Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses by offering brokerage and investment advisory services through a combination of advisor-led discretionary management and model-based strategies across 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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Andrew W

Series 66

Pittsburgh, PA

Guardian Life

Andrew White is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and having 13 years of industry experience. He has worked at Park Avenue Securities since 2013 and with Guardian Life since 2012. 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 provides a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies through 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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Donald S

Series 66

Pittsburgh, PA

Guardian Life

Donald Sestrich is a financial advisor with Guardian Life, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Park Avenue Securities and Guardian Life Insurance Company of America since 2005. Outside of his advisory role, he has an interest in a rental property in Costa Rica. Park Avenue Securities LLC, operating 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 advisor-led discretionary and model-based investment management, access to proprietary and third-party programs, and a range of 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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Lisa V

Series 63

Pittsburgh, PA

Guardian Life

Lisa Valli Steliotes is a financial advisor with Guardian Life in Pittsburgh, PA, holding a Series 63 designation and 42 years of industry experience. She has worked with Guardian Life since 1994 and previously with Aetna Life & Casualty beginning in 1980. Outside of her advisory role, she writes fiction and romance stories and is an author. Guardian Life’s subsidiary, Park Avenue® Wealth Management, 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 discretionary management services through proprietary and third-party platforms, with tailored client relationships supported by insurance products and alternative investment access.

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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Paul P

ChFC®, Series 63, Series 66

Pittsburgh, PA

Guardian Life

Paul Pantano is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation and Series 63 and 66 licenses. He has 27 years of industry experience, including long-term service at Guardian Life Insurance Company of America and Park Avenue Securities since 2007. Outside of his advisory work, he provides seasonal tax preparation services. Park Avenue Securities, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, businesses, and organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party advisory solutions, and insurance products through 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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Kiersten A

Series 66

Pittsburgh, PA

Guardian Life

Kiersten Ambrose is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential and eight years of industry experience. She has worked at firms including Park Avenue Securities, Guardian Life Insurance Company, MML Investors Services, MassMutual, and Burstin Frantz & Hicks. Park Avenue Securities LLC, a subsidiary of 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 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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Jared E

ChFC®, Series 66

Pittsburgh, PA

Guardian Life

Jared Etkins is a financial advisor with Guardian Life and holds the ChFC® designation and Series 66 license. He has 10 years of industry experience and has been with Park Avenue Securities and Guardian Life since 2016. Park Avenue Securities LLC, 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 discretionary management with model-based strategies and 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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James M

CFP®, ChFC®, Series 63, Series 65

Pittsburgh, PA

Guardian Life

James McGovern is a CFP® and ChFC® affiliated with Guardian Life and Park Avenue Securities, with 23 years of industry experience. He has worked at Guardian Life Insurance Company of America and its subsidiary Park Avenue Securities since 2002. McGovern also engages in insurance sales outside of Guardian to place products when needed. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers advisor-led management alongside model-based strategies, and integrates proprietary and third-party solutions to tailor client relationships.

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 S

Series 66

Pittsburgh, PA

Guardian Life

Eric Startare is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and four years of industry experience. He has been with Guardian Life since 2013 and with Park Avenue Securities since 2022. Outside of his advisory role, Startare provides tax preparation services. Park Avenue Securities LLC, 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 combines advisor-led discretionary management with model-based strategies and provides tailored client relationships supported by 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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Matthew K

Series 63, Series 66

Pittsburgh, PA

Guardian Life

Matthew Kelly is a financial advisor with Guardian Life who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has worked at Guardian Life and affiliated firms since 2008, with prior experience at Federated Investment Counseling. Outside of his Guardian role, he is involved in the sale of fixed annuities and insurance through other brokerage firms. Guardian Life’s subsidiary Park Avenue Securities offers brokerage and advisory services to individuals, retirement plans, and organizations. The firm uses a combination of advisor-led discretionary management and model-based strategies, providing access to proprietary programs, third-party solutions, and insurance 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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Darren D

Series 66

Pittsburgh, PA

Guardian Life

Darren Duhnke is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and eight years of industry experience. He has worked with both firms since 2017 and 2018 respectively. Outside of his advisory role, he is also active as a real estate realtor in Nashville, TN. Park Avenue Securities LLC, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm utilizes a combination of advisor-led discretionary management and model-based strategies, offering tailored client solutions including financial planning and access to proprietary and third-party investment programs.

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 G

Series 63, Series 65

Pittsburgh, PA

Guardian Life

Michael Gillespie is a financial advisor at Guardian Life with Series 63 and Series 65 credentials and two years of industry experience. He has previously worked at Bank of America and Lowe’s Home Improvement. Outside of his advisory role, he serves as an ice hockey referee for USA Hockey. 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 offers a range of advisory solutions combining advisor-led discretionary management with model-based strategies and 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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Andrew P

Series 63, Series 66

Pittsburgh, PA

Guardian Life

Andrew Peterson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials. He has 24 years of industry experience and has been with both firms since 2002. Peterson serves as Treasurer on the board of the Jason L. Spoerlein Memorial Foundation and is Vice President of the Lakeland Estates Homeowners Association. Park Avenue Securities, a subsidiary of Guardian Life, 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, along with digital 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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Gary M

Series 66

Pittsburgh, PA

Guardian Life

Gary Mcgovern is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 18 years of industry experience. His career includes roles at both Guardian Life Insurance Company of America and Park Avenue Securities since 2007. He is also licensed to sell life and disability insurance with carriers outside of Guardian. 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 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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Mitchell J

Series 66

Pittsburgh, PA

Guardian Life

Mitchell Jenkins is a financial advisor with Guardian Life and holds a Series 66 designation. He has been with Guardian Life since 2021 and joined Park Avenue Securities in 2025. His prior work experience includes various roles at Penn State Behrend and Lifetime Financial Growth LLC. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individual, corporate, retirement plan, and charitable clients. The firm delivers customized wealth management solutions through a combination of advisor-led discretionary management and model-based strategies, supported by 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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Jack S

Series 66

Pittsburgh, PA

Guardian Life

Jack Sauserman is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and is based in Pittsburgh, PA. Prior to joining Guardian Life and Park Avenue Securities, he had various roles at Duquesne University and other firms. He also works as an independent contractor selling insurance outside of Guardian through Ash Brokerage. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to proprietary programs, third-party advisory solutions, and insurance products through 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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Patrick C

Series 66

Pittsburgh, PA

Guardian Life

Patrick Callahan is a financial advisor with Guardian Life, holding a Series 66 designation and 15 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company throughout his career. Outside of his advisory roles, he serves as a board member for the Moon Industrial Development Authority and is part of the Moon Township School Board. Park Avenue Securities LLC, 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 combination of advisor-led discretionary management and model-based strategies, along with financial planning, consulting, and access to proprietary and third-party advisory programs.

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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Katherine K

Series 66

Pittsburgh, PA

Guardian Life

Katherine Kelly is a financial advisor at Guardian Life with four years of industry experience. She holds a Series 66 designation and has worked previously at Oppenheimer and Lifetime Financial Growth. Her background also includes experience outside finance at St Rosalia School. 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 offers tailored financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and digital advisory 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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Frank M

Series 63, Series 65

Pittsburgh, PA

Guardian Life

Frank Milito is a financial advisor at Guardian Life with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including Park Avenue Securities and Guardian Life Insurance Company of America. Milito dedicates a portion of his time to selling insurance products beyond those offered by Guardian. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services. The firm combines advisor-led discretionary management and model-based strategies, offering tailored financial planning and 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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Michele B

Series 63, Series 65

Pittsburgh, PA

Guardian Life

Michele Berteotti is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding Series 63 and Series 65 licenses with nine years of industry experience. She has been self-employed since 2004 and has worked at her current firms since 2017. Outside of her advisory role, she provides private golf instruction. 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 and provides access to insurance products, 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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Diane Y

Series 63, Series 65

Pittsburgh, PA

Guardian Life

Diane Yee is a financial advisor at Guardian Life with 15 years of industry experience. She holds Series 63 and Series 65 credentials and has worked with both Guardian Life Insurance Company and Park Avenue Securities since 1996 and 2009, respectively. Additionally, she solicits and services insurance products from other carriers to meet client needs. Guardian Life, through its 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 a range of financial planning and consulting services tailored to client objectives.

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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Ronald G

Series 66

Pittsburgh, PA

Guardian Life

Ronald Gestiehr is a financial advisor with Guardian Life in Pittsburgh, PA, holding a Series 66 designation and 15 years of industry experience. He has been affiliated with Park Avenue Securities and Guardian Life Insurance Company since 2010. Outside of advisory work, he is involved in operating JEG Outfitters, LLC, a non-investment-related business. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management, model-based strategies, and a digital advisory platform, with access to insurance products and alternative investments through 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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Joseph K

Series 63, Series 65

Pittsburgh, PA

Guardian Life

Joseph Knittel Jr. is a financial advisor at Guardian Life with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Guardian Life since 1991. In addition to his advisory role, he has been self-employed as a Certified Public Accountant since 1986. Guardian Life, through its Park Avenue® Wealth Management division, provides brokerage and investment advisory services to individuals, corporations, 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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Meyer G

Series 63, Series 66

Pittsburgh, PA

Guardian Life

Meyer Grinberg is a financial advisor with Guardian Life and holds Series 63 and Series 66 designations. He has 21 years of industry experience and has worked at Park Avenue Securities since 2005 and Guardian Insurance Company since 2004. Outside of his advisory roles, he is involved with the Jewish Assistance Fund, which provides emergency grants to members of the Pittsburgh Jewish community facing financial crises. 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 discretionary management with model-based strategies and provides 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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Matthew B

CFP®, Series 66

Pittsburgh, PA

Guardian Life

Matthew Buggey is a CFP®-credentialed financial advisor with 12 years of industry experience. He works at Guardian Life and Park Avenue Securities in Pittsburgh, PA. He serves as a board member of the Baptist Homes Foundation. Park Avenue Securities LLC, 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 management alongside 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 W

Series 66

Pittsburgh, PA

Guardian Life

Ryan Wirth is a financial advisor with Guardian Life and holds a Series 66 designation. He has four years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021. Outside of his advisory work, he is involved as a board member of Envision Blind Sports and serves as a trustee on the board of directors for the Arc of Greater Pittsburgh. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. 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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Ryan C

CFP®, Series 63, Series 65

Pittsburgh, PA

Guardian Life

Ryan Coulter is a CFP®-certified financial advisor with over 21 years of industry experience. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 2006. He is based in Pittsburgh, PA. 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 advisory solutions, combining advisor-led discretionary management with model-based strategies and access to various 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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Mark D

Series 66

Pittsburgh, PA

Guardian Life

Mark Di Natale is a financial advisor with Guardian Life and holds the Series 66 designation. He has one year of experience in the industry and previously worked at BDO USA LLP and The Public Parking Authority of Pittsburgh. Outside of his advisory role, he is a small business owner involved in fresh pasta manufacturing and serves as a volunteer community board member for the Adams Area Fire District. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides both 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 digital advisory 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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Jeffrey D

Series 63

Pittsburgh, PA

Guardian Life

Jeffrey Dyer is a financial advisor with Guardian Life and holds a Series 63 designation. He has 25 years of industry experience, including roles at Cetera and its affiliate Cetera Advisor Networks. He is also president of Valley Brook Country Club. Guardian Life, through its wholly owned subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm delivers advisor-led discretionary management and model-based strategies, with tailored client relationships supported by a range of 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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Matthew B

Series 63, Series 65

Pittsburgh, PA

Guardian Life

Matthew Binstock is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, working at Park Avenue Securities since 2007 and Guardian Life Insurance Company of America since 2006. He serves on the Board of Directors for the Military Community Support Project. Park Avenue Securities LLC, 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 advisory solutions, combining advisor-led discretionary management with model-based strategies and 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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Patricia K

Series 63, Series 65

Pittsburgh, PA

Guardian Life

Patricia Kovacic is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and possessing 18 years of industry experience. Her work history includes positions at Merrill and a long tenure at both Guardian Life Insurance Company and Park Avenue Securities since 2010. She is also a commissioned Notary Public. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, access to insurance products and alternative investments, and 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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