Jeffrey Kirshner is a financial advisor with Guardian Life, holding the PFS™ designation and Series 63 and 66 licenses, with 24 years of industry experience. He has worked at Park Avenue Securities since 2002. Outside of his advisory role, he serves as a trustee for multiple family trusts and is a member of the Congregation Beth Israel Endowment Committee in Scottsdale, AZ. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions tailored to client needs.

Michael Klarfeld is a financial advisor at Guardian Life with 42 years of industry experience. He holds the ChFC® designation and Series 63 license, and has been with Guardian Life since 1992. Klarfeld is also involved with Kirshner & Klarfeld Financial Group, an insurance and financial services firm focusing on life, disability, and long-term care insurance. Guardian Life, through its Park Avenue® Wealth Management subsidiary, provides brokerage and advisory services to individuals, corporations, retirement plans, and nonprofits. The firm offers a combination of advisor-led discretionary management and model-based strategies, access to proprietary and third-party programs, and integrated solutions that include insurance and alternative investments.