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Dennis B
Series 66
San Diego, CA
Guardian Life
Dennis Bavin is a financial advisor with Guardian Life and holds the Series 66 designation. He has 15 years of industry experience and has worked with firms including Park Avenue Securities and MassMutual Life Insurance Company. Outside of his advisory work, he is also active as an outside insurance broker. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a subsidiary of The Guardian Life Insurance Company of America. The firm offers brokerage and advisory services to individuals, retirement plans, charitable organizations, and corporations, utilizing both proprietary and third-party investment strategies.
Sebastian B
Series 66
San Diego, CA
Guardian Life
Sebastian Bolic is a financial advisor at Primerica Advisors with three years of industry experience. He holds the Series 66 designation and has worked at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves on the board of directors for the Temecula Mountain Lions Rugby Club and works as an independent technician and rideshare driver. Park Avenue Securities LLC serves a broad retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a variety of investment strategies, including proprietary model portfolios and third-party managers, and supports multiple account-level features such as lending solutions and tax-harvesting.
William H
Series 63, Series 65
San Diego, CA
Guardian Life
William Hage is a financial advisor with Primerica Advisors based in San Diego, CA, holding Series 63 and Series 65 licenses and with 21 years of industry experience. His career includes extensive tenure at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he serves on the boards of the Peninsula YMCA and the Boy Scouts of America San Diego Imperial Council and holds leadership positions in local mentoring and Rotary Club organizations. 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 along with financial and retirement-plan consulting. The firm employs a variety of proprietary and third-party investment strategies and provides integrated account services such as lending solutions and donor-advised fund options.
Jalen L
Series 66
San Diego, CA
Guardian Life
Jalen Lee is a financial advisor at Primerica Advisors with a Series 66 designation and experience spanning several firms including Park Avenue Securities, Guardian Life Insurance Company, Marine Street Financial, and REV77. His background also includes teaching roles at Arizona State University, Hamilton High School, and Bogle Junior High School. Park Avenue Securities serves a diverse retail client base through both brokerage and advisory services, offering proprietary and third-party investment programs along with financial planning and consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies and account services.
Mark S
Series 63, Series 65
San Diego, CA
Guardian Life
Mark San Giacomo is a financial advisor with Primerica Advisors in San Diego, CA, holding Series 63 and Series 65 credentials and 18 years of industry experience. His prior experience includes roles at Guardian Life Insurance Company, Crump Life Insurance Services, and Park Avenue Securities. Primerica Advisors serves a broad retail client base, offering brokerage and advisory relationships along with financial planning and consulting services. The firm utilizes a range of investment strategies through proprietary and third-party programs, supporting various account types and lending solutions.
Michael V
Series 63, Series 65
San Diego, CA
Guardian Life
Michael Vonebers is a financial advisor with Guardian Life who holds Series 63 and Series 65 credentials and has 30 years of industry experience. He has worked at Guardian Life and its affiliate Park Avenue Securities since 2016. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and investment advisory programs.
Vanja V
Series 63, Series 66
San Diego, CA
Guardian Life
Vanja Vermezovic is a financial advisor with Primerica Advisors in San Diego, CA, holding Series 63 and Series 66 licenses and four years of industry experience. Prior to joining Primerica Advisors, Vanja worked at Guardian Life Insurance Company, Wells Fargo Advisors, Sprott Global Resource Investments Ltd., and Walmart Inc. Primerica Advisors serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both transaction-based brokerage and fee-based advisory services along with financial planning and retirement-plan consulting. The firm utilizes a combination of proprietary model portfolios, third-party managers, and digital advice solutions to implement investment strategies.
Ivan J
Series 66
San Diego, CA
Guardian Life
Ivan Jordovic is a financial advisor with Primerica Advisors based in San Diego, CA, holding a Series 66 designation and four years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company in various roles since 2020. Outside of his advisory work, Ivan owns Tre Panache Event Architects and has experience working in the hospitality industry as a server. 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 with multiple proprietary and third-party investment programs, employing a range of strategies and account-level solutions.
Kimelton K
Series 66
San Diego, CA
Guardian Life
Kimelton Kim is a Series 66-licensed financial advisor with three years of industry experience. He is currently affiliated with Primerica Advisors and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, WestPac Wealth Partners, and Olivetree Partners Group. Kim serves as a successor trustee to a family trust. Park Avenue Securities LLC serves a diverse retail client base, offering transaction-based brokerage and fee-based advisory services along with financial planning and retirement-plan consulting. The firm employs a range of investment strategies through proprietary model portfolios, third-party managers, and a digital advice platform.
Juan Pablo B
Series 66
San Diego, CA
Guardian Life
Juan Pablo Bustamante is a financial advisor at Guardian Life with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and Actinver Securities. Outside of advising, he co-owns Boost Brothers LLC, an ecommerce business managing an Amazon store with a sibling. Guardian Life’s subsidiary, Park Avenue Securities, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with a range of brokerage and advisory services, including financial planning and retirement consulting. The firm offers both discretionary and non-discretionary advisory relationships using proprietary and third-party model portfolios.
Jonathan B
Series 63, Series 65
San Diego, CA
Guardian Life
Jonathan Barrera is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and having 15 years of industry experience. He has worked at Guardian Life and Park Avenue Securities since 2017, and previously spent six years with New York Life Insurance Co. and Nylife Securities LLC. Outside of his advisory work, he is the owner of Mama Cocoon & The Papa Saloon, a non-investment-related business. Park Avenue Securities LLC, doing business 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 with brokerage services, financial planning, retirement plan consulting, and investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships using a range of model portfolios and digital advisory solutions.
Jeffrey B
Series 63, Series 66
San Diego, CA
Guardian Life
Jeffrey Barrette is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and 14 years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MassMutual Life Insurance Company. He also has an insurance-related business outside of his advisory work. Park Avenue Securities LLC is a broker-dealer and SEC-registered investment adviser serving individuals, pension plans, charitable organizations, and corporate clients with a range of financial planning and investment advisory services, including proprietary and third-party model portfolios.
Aleksandar J
Series 66
San Diego, CA
Guardian Life
Aleksandar Jakovljevic is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 18 years of industry experience. He has been with Guardian Life and Park Avenue Securities since 2009, with prior experience at Morgan Stanley & Co. LLC. Outside of his advisory role, he serves as a trustee of The DUO Trust and has co-ownership interests in non-investment-related LLCs. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients, offering a range of discretionary and non-discretionary investment solutions.
Timothy P
Series 65
San Diego, CA
Guardian Life
Timothy Petrovich is a financial advisor with Guardian Life, holding a Series 65 credential and six years of industry experience. His prior work includes positions at Cadaret Grant & Co., Inc., Securities America, Inc., and LPL Financial. He is currently associated with both Guardian Life Insurance Company and Park Avenue Securities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs using both proprietary and third-party models.
Mark V
CFP®, Series 63, Series 65
San Diego, CA
Guardian Life
Mark Vannatta is a CFP® professional with over 43 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has held roles at Guardian Life Insurance Company and Park Avenue Securities since 2004. Park Avenue Securities LLC 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 and business consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios and supports various account-level services such as lending solutions and donor-advised funds.
Danny R
Series 66
San Diego, CA
Guardian Life
Danny Recht is a Series 66-licensed financial advisor with 17 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has worked in various roles at both firms since 2016. Recht serves on the board of the Friends of the Israel Defense Forces (FIDF) and is a member of the San Diego Council for AIPAC, engaging in community and international relations activities. 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 brokerage services, financial planning, and a range of advisory programs, utilizing both proprietary and third-party investment strategies.
Stephen K
CFP®, Series 66
San Diego, CA
Guardian Life
Stephen Kelly is a CFP®-designated financial advisor with 11 years of industry experience. He is currently associated with Guardian Life and Park Avenue Securities, where he has worked since 2016. Outside of his advisory role, he is involved with Liberty ID, a business focused on identity restoration. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and features proprietary and third-party investment models.
Matthew S
Series 66
San Diego, CA
Guardian Life
Matthew Streeter is a financial advisor at Guardian Life with a Series 66 credential. He has experience working at several firms, including Park Avenue Securities and PBO Advisory Group. Streeter is based in San Diego, CA, and has been with Guardian Life since 2026. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.
Ashkan G
Series 63, Series 65
San Diego, CA
Guardian Life
Ashkan Ghahremani is a financial advisor with Primerica Advisors based in San Diego, CA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2015. Outside of his advisory role, he is involved with Disaster Pro, LLC, a public adjusting business assisting clients with insurance claims. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a combination of proprietary and third-party investment strategies and supports various account-level services including lending and donor-advised funds.
Stephen K
Series 63, Series 66
San Diego, CA
Guardian Life
Stephen Koh is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked at multiple firms including MML Investors Services and Mass Mutual Life Insurance Company. Outside of his advisory work, he serves as a sports official on a part-time basis. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage, financial planning, retirement consulting, and investment advisory services to individuals, pension plans, charities, and corporate clients. The firm offers a variety of discretionary and non-discretionary advisory solutions, including model portfolios from in-house and third-party managers.
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