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George P

Series 66

Rye Brook, NY

Guardian Life

George Papanicolaou is a financial advisor with Primerica Advisors holding a Series 66 designation and four years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company over multiple overlapping periods. Outside of his advisory role, he is involved in managing a family LLC focused on commercial real estate ownership. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies across various platforms and account types.

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

Series 63, Series 65

Rye Brook, NY

Guardian Life

John Lang is a financial advisor with Primerica Advisors and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes long-term roles at The Guardian Life Insurance Company and Primerica Advisors. Lang is involved in several business ventures related to insurance and corporate benefits, including ownership in Cambium Protection LLC and partnerships in insurance entities such as SOLANG LLC. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs as well as financial and business consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies including 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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Jordan C

Series 66

Rye Brook, NY

Guardian Life

Jordan Ceraso is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 credential and 12 years of industry experience. His work history spans both firms since 2015. Outside of his primary role, he also engages in insurance sales beyond Guardian policies. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser affiliated with The Guardian Life Insurance Company of America. The firm serves individual and institutional clients with a range of brokerage services, financial planning, and investment advisory solutions, including discretionary and non-discretionary portfolio management.

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

Series 63, Series 65

Rye Brook, NY

Guardian Life

Jeffrey Neeck is a financial advisor with Primerica Advisors in New York, NY, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Guardian Life Insurance Company and Park Avenue Securities, with a career spanning over two decades at Primerica Advisors. He is involved in managing partnership interests through Hardscrabble Hill Holdings LLC. Park Avenue Securities LLC serves a diverse retail client base, including individual and 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 portfolios and provides various financial planning and consulting services.

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

Series 63, Series 65

Rye Brook, NY

Guardian Life

Reino Truumees is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 22 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2010 and 2011, respectively. Truumees serves as Treasurer for the Estonian-American Amateur Athletes, Inc., 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 brokerage and fee-based advisory services, employing a mix of proprietary and third-party investment strategies 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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Brandi R

Series 63, Series 65

Rye Brook, NY

Guardian Life

Brandi Rogers is an advisor with Guardian Life and is currently associated with Park Avenue Securities. She holds Series 63 and Series 65 licenses and has been in the financial industry since 2022. Prior to her current roles, she has experience with firms including Northwestern Mutual and Empire Portfolio Group. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of advisory programs, including discretionary and non-discretionary investment models.

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

Series 66

Rye Brook, NY

Guardian Life

Alejandro Azuaje is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has eight years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. His background includes work with Ameriprise Financial Services, Inc. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services alongside 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.

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

CFP®, Series 63, Series 65

Rye Brook, NY

Guardian Life

Gregory Galef is a CFP® with over 23 years of experience in the financial services industry, currently affiliated with Primerica Advisors and Park Avenue Securities. His work history includes long-term roles at Park Avenue Securities and Guardian Life Insurance Company. He serves as a co-trustee for two family trusts. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and business consulting. The firm uses a combination of proprietary and third-party investment strategies and supports a range of account-level services, managing approximately $15 billion in regulatory assets.

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

Series 63, Series 65

Rye Brook, NY

Guardian Life

Adam Rolewicz is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has worked at Guardian Life and Park Avenue Securities since 2001. Outside of his advisory role, he is involved with The Opus Foundation, which raises funds for local charitable organizations through events like golf outings and wine tastings. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of brokerage services, financial planning, retirement consulting, and investment advisory programs using both proprietary and third-party managed portfolios.

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

Series 63, Series 65

Rye Brook, NY

Guardian Life

Craig Slaughter is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has worked with Guardian Insurance & Annuity Company and Park Avenue Securities since 2002. In addition to his advisory role, he sells insurance products from carriers other than Guardian. Primerica Advisors serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement and business consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital platforms, 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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Scot K

CFP®, Series 63, Series 65

Rye Brook, NY

Guardian Life

Scot Karr is a financial advisor with Primerica Advisors and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 42 years of industry experience, including long-term roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he serves on the board of the Whippoorwill Ridge Homeowners Association and is involved in managing family investment ventures. Park Avenue Securities LLC serves a broad retail client base with transaction-based brokerage and fee-based advisory services, offering proprietary and third-party investment programs alongside financial and business consulting. The firm manages approximately $15 billion in regulatory assets under management through a mix of model portfolios, 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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Scott K

Series 63, Series 65

Rye Brook, NY

Guardian Life

Scott Kaplan is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 23 years of industry experience and has worked with firms including Park Avenue Securities, Guardian Life Insurance Company, and Westchester Advisory Group. Kaplan serves on advisory councils such as the BlackRock Models Advisory Council and provides consulting for Tristate Capital Private Bank’s client advisory board. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and retirement-plan consulting. The firm utilizes proprietary and third-party investment strategies across various account types and supports 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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Kevin M

CFA®, Series 63

Rye Brook, NY

Guardian Life

Kevin Manning is a financial advisor with Guardian Life and Park Avenue Securities, holding the CFA® designation and Series 63 license. He has 18 years of industry experience, including prior roles at Entrust Securities LLC and extended tenure at Guardian Life. Manning serves as a trustee on several family trusts. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser affiliated with Guardian Life. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

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

Series 66

Rye Brook, NY

Guardian Life

Ross Beck is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and concurrent roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, Beck has been involved in various sports organizations, including USA Hockey and the United States Hockey League. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.

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

Series 66

Rye Brook, NY

Guardian Life

Matthew Brady is a Series 66-registered advisor with Guardian Life and Park Avenue Securities, possessing 13 years of industry experience. He has been with Guardian Life since 2012 and joined Park Avenue Securities in 2022. Outside of his advisory role, Brady serves as a freshmen basketball coach at Ridgefield High School. Park Avenue Securities LLC operates as a broker-dealer and SEC-registered investment adviser under Guardian Life. The firm serves individuals, pension plans, charitable organizations, and corporate clients, offering a range of brokerage, financial planning, retirement consulting, and advisory services through proprietary and third-party platforms.

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

Series 63

Rye Brook, NY

Guardian Life

Lyle Domenitz is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and bringing 33 years of industry experience. He has been with Guardian Life and Park Avenue Securities for approximately 10 years. Domenitz is involved in several business activities, including ownership interests in entities related to life insurance and general agency operations. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, including financial planning, retirement consulting, and access to 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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Jeffrey W

CFA®, Series 63, Series 66

Rye Brook, NY

Guardian Life

Jeffrey Wertheim is a CFA® charterholder with 15 years of industry experience, currently affiliated with Primerica Advisors in Larchmont, NY. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2015. Wertheim also operates as an independent agent selling insurance-based products outside of Guardian. Park Avenue Securities serves a diverse retail client base, including individual and 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 across multiple platforms.

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

ChFC®, Series 63, Series 65

Rye Brook, NY

Guardian Life

Anthony Domino Jr. is a ChFC®-designated financial advisor with Primerica Advisors, based in Rye Brook, NY, and has 41 years of industry experience. He has worked with Primerica Advisors since 1999 and has been associated with The Guardian Life Insurance Company of America since 1985. Domino serves as a board member of The American College and is involved in marketing genomic cancer profiling through Wamberg Genomic Advisors. Primerica Advisors operates under Park Avenue Securities LLC, serving a wide range of clients including individuals, high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various platforms and account types.

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

Series 63, Series 65

Rye Brook, NY

Guardian Life

Richard Rubenstein is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Primerica Advisors since 1999 and is currently affiliated with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, Rubenstein serves as Chairman of the National Board of Directors for Cure SMA and maintains a general law practice. Park Avenue Securities serves a diverse retail client base including individual and high-net-worth investors, offering both brokerage and fee-based advisory services. The firm employs a range of proprietary and third-party investment strategies and provides integrated financial planning, retirement consulting, and business advisory solutions.

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

ChFC®, Series 63, Series 66

Rye Brook, NY

Guardian Life

Terence Mcglynn is a financial advisor with Primerica Advisors and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 38 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. He also operates TGM Financial Group, focusing on fixed annuities and health insurance sales. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting solutions.

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