Jason Giorgio is a CFP® professional with 29 years of industry experience, currently affiliated with Primerica Advisors and Park Avenue Securities. He has worked with Guardian Life Insurance Company of America since 2008 and engages in selling life insurance products from selected carriers to meet client needs. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services, financial planning, and business consulting. The firm employs a combination of proprietary and third-party investment strategies and supports a range of account-level services, including lending solutions and donor-advised funds.

Tanya Gonzalez is a financial advisor with Primerica Advisors in San Diego, CA, holding the Series 63 and Series 65 licenses and eight years of industry experience. Her prior roles include positions at Northwestern Mutual Wealth Management Company and Bank of America. She is also a member of PURE VIBE LLC, where she is involved in operational management activities. Primerica Advisors serves a broad retail client base, offering brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party platforms and supports various account-level services including lending solutions and donor-advised funds.

Brad Whittelsey is a financial advisor with Guardian Life and holds a Series 66 designation. He has worked in the financial services industry since 2022 with prior experience at Wells Fargo Advisors, Northwestern Mutual, and Park Avenue Securities. Before transitioning to finance, he was employed in the airline and retail sectors. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals—including high-net-worth clients—pension and profit-sharing plans, charitable organizations, and corporate clients with financial planning, brokerage services, and investment advisory programs.

Bryan Wilczewski is a financial advisor with Guardian Life in San Diego, CA, holding the CFP® and ChFC® designations and 19 years of industry experience. His prior roles include positions at Edward Jones, LPL Financial, and XY Investment Solutions. Outside of his advisory work, he is the owner of Evidentia Group LLC, a legal entity for managing 1099 income. He works at Park Avenue® Wealth Management, a subsidiary of Guardian Life that serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships and utilizes a mix of proprietary and third-party investment models.

Miranda Montejo is a Series 66-registered advisor at Primerica Advisors with one year of industry experience. Her prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, and Arctic Chiropractic and Physical Medicine. Outside of her advisory work, she is involved in outside insurance sales and has maintained a connection to physical therapy and chiropractic services. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services alongside financial and business 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.

Enrique Enriquez is a financial advisor with Guardian Life in San Diego, CA, holding Series 65 and Series 63 licenses and bringing 29 years of industry experience. He has worked at Pacific Advisors and Guardian since 2013. Enriquez is also involved with Armorcrest Insurance Services LLC, a property and casualty insurance company focusing on home, auto, and commercial insurance. Guardian Life's subsidiary, Park Avenue Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and a range of investment advisory programs.

Sandra Williams is a financial advisor with Guardian Life and Park Avenue Securities, holding ChFC® and Series 66 credentials and has seven years of industry experience. She also has ongoing involvement with The W Coaching Group, Inc., a business coaching firm she founded. Additionally, she is a published author and a certified Kolbe Consultant. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through brokerage services, financial planning, and investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships with access to proprietary and third-party model portfolios.

Thomas Keener is a ChFC® credentialed financial advisor with 28 years of industry experience. He is currently affiliated with Primerica Advisors and works through Park Avenue Securities and Guardian Life Insurance Company, where he has been since 2015. Keener is also licensed to sell insurance products outside of Guardian. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports multiple account-level services such as lending solutions and donor-advised funds.

Chau Lai is a CFP® and ChFC® with 28 years of experience in the financial services industry, currently affiliated with Guardian Life and Park Avenue Securities. His career includes long-term roles at both firms since 1999 and 2002, respectively. He serves as Vice Chair of the Philanthropy Committee on the UC San Diego Alumni Board. Park Avenue Securities, doing business as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm provides financial planning, retirement consulting, and investment advisory services to individuals, charitable organizations, and corporate clients.

Kim Mahoney is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 13 years of industry experience and has worked with Park Avenue Securities and Guardian Life Insurance Company since 2015. Mahoney serves as a board member for the Exit Planning Institute San Diego Chapter and volunteers as an advisor for the Owners in Honor Veteran Charity Board. He is also a member of the US Marine Corps Reserves. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services, including financial planning 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.

Alisa Le is a financial advisor with Guardian Life and holds a Series 66 designation. She has 17 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. In addition to her advisory work, she is an independent contractor broker for other insurance companies. 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 provides brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients.

Douglas Brauer is a financial advisor with Primerica Advisors based in Roseville, CA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been associated with Park Avenue Securities, LLC and Guardian Life Insurance Co of America since 2013 and has operated as a self-employed financial professional since 1993. Brauer also provides LegalShield coverage to business owners and clients to facilitate estate planning documents and runs a financial coaching business under Elevate Financial Coaching. Park Avenue Securities LLC 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 portfolios and provides various account-level services such as lending solutions and donor-advised funds.

Gagandeep Sahni is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has 29 years of industry experience and has worked with Park Avenue Securities and Guardian Life Insurance Company since 2012. Outside of his advisory work, he serves as president and co-founder of The Sach Foundation, participates in interfaith community organizations, and is involved in local educational fundraising efforts. Park Avenue Securities serves a broad retail client base, including individual, high-net-worth, charitable, and corporate clients, offering both brokerage and advisory services along with financial and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a range of account-level services such as lending and donor-advised funds.

Brett Keener is a CFP®-certified financial advisor with 24 years of industry experience, currently associated with Primerica Advisors and Park Avenue Securities. He has worked with Guardian Life Insurance Company since 2015 and holds Series 65 and Series 66 licenses. Keener is also licensed to sell insurance products beyond Guardian Life. Park Avenue Securities serves a diverse retail client base, offering both brokerage and advisory services along with financial and retirement planning. The firm employs a variety of investment strategies through proprietary and third-party platforms, managing approximately $15 billion in assets with a large network of advisors.