Jeffrey Kirshner is a financial advisor with Primerica Advisors based in Scottsdale, AZ, holding the PFS™ designation along with Series 63 and 66 licenses. He has 23 years of industry experience and has been with Park Avenue Securities since 2002. Outside of his advisory role, Kirshner operates Kirshner & Klarfeld Financial Group, focusing on insurance and financial services, and serves as a trustee for multiple family trusts. He is also a member of the Congregation Beth Israel Endowment Committee. Park Avenue Securities LLC serves a wide range of clients including individuals, high-net-worth investors, charitable organizations, and corporations, offering both brokerage and advisory services. The firm utilizes a combination of proprietary and third-party investment strategies and supports various account-level services such as lending solutions and donor-advised funds.

Michael Klarfeld is a financial advisor with Primerica Advisors in Scottsdale, AZ, holding the ChFC® and Series 63 designations and bringing 41 years of industry experience. He has been with Primerica Advisors since 1999 and maintains ongoing roles with Guardian Life Insurance Company and General American. In addition to his advisory work, he is involved with Kirshner & Klarfeld Financial Group, an insurance and financial services firm focusing on life, disability, and long-term care insurance. Primerica Advisors is an enterprise-level firm serving a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary model portfolios alongside third-party managers and digital advice solutions.