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Creighton H
Verified by Warmer
CFP®, ChFC®, Series 63
Scottsdale, AZ
Guardian Life
Creighton Hardy is a CFP®, AEP®, CEPA® and ChFC® with 11 years of experience in the financial services industry. Our fees are based upon the value that we can create and complexity not assets necessarily unless we engage in asset management services. He is currently a Partner & Wealth Advisor at WestPac Wealth Partners after Exiting his own firm Hardy Wealth Management WestPac Wealth Partners an OSJ with Park Avenue Wealth Management, a subsidiary of Guardian Life, and previously worked at Northwestern Mutual for several years. Hardy is a Licensed Broker outside of Guardian
Chase P
Series 66
Scottsdale, AZ
Guardian Life
Chase Perchal is a financial advisor with Guardian Life and holds the Series 66 designation. He has two years of industry experience, including prior roles at Morgan Stanley and Farm Bureau Financial Services. Outside of his advisory work, he is involved as a hunting guide with Big Chino Outfitters in Prescott, AZ. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers a range of brokerage and investment advisory services to individuals, institutions, and retirement plan sponsors. The firm combines advisor-managed discretionary strategies with model-based programs and provides access to proprietary and third-party investment solutions.
Oracio C
ChFC®, Series 63
Scottsdale, AZ
Guardian Life
Oracio Cappello is a financial advisor with Guardian Life, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. He has worked at firms including Park Avenue Securities, Penn Mutual Life Insurance, and Hornor Townsend & Kent Inc. Outside of his advisory role, he is the owner of Dream Q Brokerage LLC, an insurance brokerage business. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, institutions, and charitable organizations. The firm provides tailored client solutions using a combination of advisor-led discretionary management, model-based strategies, and access to insurance and alternative investment products.
Thomas H
Series 66
Scottsdale, AZ
Guardian Life
Thomas Hunt is a financial advisor with Guardian Life in Scottsdale, AZ, holding a Series 66 designation and five years of industry experience. Prior to joining Guardian Life, he spent nine years with Tango Commercial Real Estate, LLC, where he remains involved on a limited basis. Guardian Life, through its subsidiary Park Avenue® Wealth Management, 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 programs, third-party solutions, and integrated lending options.
William S
ChFC®, Series 63
Scottsdale, AZ
Guardian Life
William Stevens is a ChFC® credentialed financial advisor with 38 years of industry experience. He is affiliated with Guardian Life and currently associated with Park Avenue Securities. Stevens is also the owner and Chief Strategist of Real Performance, LTD, a leadership and management consulting firm. Park Avenue Securities, a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and investment solutions utilizing advisor-led discretionary management alongside model-based strategies and digital advisory platforms.
Michael S
Series 66
Scottsdale, AZ
Guardian Life
Michael Smith is a financial advisor with Guardian Life and holds a Series 66 designation. He has prior experience as a self-employed musician for 14 years and has worked in various insurance and advisory roles since 2020. He is currently associated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management and model-based strategies, combining proprietary programs and third-party solutions.
Eloy A
Series 66
Scottsdale, AZ
Guardian Life
Eloy Acosta IV is a financial advisor at Guardian Life with Series 66 credentials and two years of industry experience. His prior roles include positions at Park Avenue Securities, 954 Consulting, The Standard, WhiteLight Group, Delta Air Lines, and TriZetto. Guardian Life's subsidiary Park Avenue Securities offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm provides a range of financial planning and consulting solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment programs.
Joshua B
CFP®, Series 63, Series 66
Scottsdale, AZ
Guardian Life
Joshua Brown is a CFP® with 10 years of industry experience, currently affiliated with Guardian Life in Scottsdale, AZ. He has held roles at Park Avenue Securities, Guardian Life Insurance Company, and The Vanguard Group. Outside of his advisory work, he consults with retail and e-commerce merchants through Lighthouse Payments LLC. 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 a diverse client base, including individuals, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms.
Angela M
Series 63, Series 65
Scottsdale, AZ
Guardian Life
Angela Mansfield is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. She has 16 years of industry experience, including prior roles at Pensionmark Financial Group and Ameritas Investment Corp. Outside of advising, she authors a book focused on financial issues affecting women, coaches virtual financial workshops for women, and serves as a high school colorguard coach. Angela works with Park Avenue Securities LLC, a subsidiary of Guardian Life, which provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and advisory solutions through both advisor-led discretionary management and model-based strategies.
Nemanja M
Series 63, Series 66
Scottsdale, AZ
Guardian Life
Nemanja Miljkovic is a financial advisor with Guardian Life and holds Series 63 and Series 66 designations. He has 13 years of industry experience and has worked with firms including Park Avenue Securities, Allstate Insurance, Bank of America, Merrill, and Morgan Stanley Smith Barney. Based in Scottsdale, AZ, Miljkovic is also engaged in insurance activities outside of Guardian Life. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charities, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to proprietary programs, third-party advisory solutions, and integrated lending options.
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