Adam Lane is a Series 66-licensed financial advisor with Primerica Advisors and currently affiliated with Park Avenue Securities. He has over one year of experience in the financial services industry, including roles at Guardian Life Insurance Company, San Diego County Credit Union, and Thinkwise Credit Union. Prior to his advisory career, he spent 12 years at Twin Peaks Auto Service. Park Avenue Securities serves a broad retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services including lending solutions and donor-advised funds.

James Rossi is a financial advisor at Guardian Life with a Series 66 license and three years of industry experience. His prior work history includes roles at Youpower and Kingsbarn Real Estate Capital. He is affiliated with Park Avenue Securities LLC, which operates as Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America. The firm serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and various investment advisory programs.

Brian Milano is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities since 2024. Prior to his financial services career, he held various roles including positions at Nobu Malibu and other companies. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement plan consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary advisory relationships and uses a range of model portfolios and digital advisory solutions.

Andrew Schwandt is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and previously worked at Park Avenue Securities. Outside of finance, he has experience in education through roles at multiple Catholic schools and involvement with Global Land Solutions since 2018. Park Avenue Securities LLC operates as Park Avenue® Wealth Management, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage and advisory services. The firm offers both discretionary and non-discretionary investment management, combining proprietary and third-party advisory programs.

Anthony D'Angelo is a financial advisor with Guardian Life and Series 66 registration. He has one year of industry experience, including roles at Park Avenue Securities and WestPac Wealth Partners. Prior to entering the financial industry, he worked in logistics and technology sectors. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships using a mix of proprietary and third-party models.

Charbel Ghaby is a Series 66-licensed financial advisor with seven years of industry experience, currently affiliated with Guardian Life and its subsidiary, Park Avenue Securities. His career includes multiple roles at both firms since 2021. Outside of his advisory work, Ghaby serves as a board member and CFO of The Hummingbird Project, a nonprofit organization, and is treasurer of Mountain Ave. Committed to Kids. 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 provides brokerage services, financial planning, retirement plan consulting, and access to proprietary and third-party advisory programs.

Chad Wilson is a financial advisor with Primerica Advisors, holding a Series 66 designation and five years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2021, with prior roles at Westpac Wealth Partners LLC and Stapleton Group. 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 both transaction-based brokerage and fee-based advisory services, utilizing a mix of proprietary model portfolios, third-party managers, and digital advice solutions.

George Sustarsic 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 since 2019 and has prior experience with Guardian Life Insurance Company, Westpac Wealth Partners, and Mark W. Vannatta. 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 range of investment strategies through proprietary models, third-party managers, and digital advice platforms, managing approximately $15 billion in assets with over 1,900 investment adviser representatives.

Alden Salcedo is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has experience working at Park Avenue Securities, Guardian Life Insurance, and several other firms and organizations over the past several years, including roles outside the financial industry. Park Avenue Securities serves a broad 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, employing proprietary and third-party investment strategies across various account types.

Andrew Rogel is a financial advisor with Guardian Life and holds a Series 66 credential. He has six years of industry experience, including previous roles at J.P. Morgan Chase and Park Avenue Securities. Rogel is also affiliated with California State University San Marcos. 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, financial planning, and investment advisory services, with tailored solutions including discretionary and non-discretionary portfolios managed in-house or by third-party strategists.

Cory Morrison is a financial advisor with Primerica Advisors and holds the ChFC® designation along with a Series 66 license. He has 20 years of industry experience and has worked with Park Avenue Securities and Guardian Life Insurance Company in various roles since 2015. Morrison also occasionally writes health insurance for clients. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes a range of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.