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Steven P
Series 66
Tampa, FL
Guardian Life
Steven Parisi is a financial advisor at Primerica Advisors with a Series 66 designation and one year of industry experience. His prior work includes roles at Guardian Life Insurance, Park Avenue Securities, Westshore Financial, and self-employment. He is also the owner and managing partner of Gasparilla Financial LLC, a DBA related to his Guardian/PAS business. 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 a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types.
Kenneth C
Series 63, Series 65
Tampa, FL
Guardian Life
Kenneth Carmickle is a financial advisor at Primerica Advisors with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MassMutual Investors Services, MassMutual Life Insurance Company, and First Command Advisory Services. Outside of his advisory role, he is involved as a broker selling insurance products beyond those offered through Guardian. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base with both brokerage and advisory services. The firm offers proprietary and third-party investment programs, financial planning, and consulting services, managing approximately $15 billion in regulatory assets.
Christian G
Series 66
Tampa, FL
Guardian Life
Christian Garrido is a financial advisor with Guardian Life and holds a Series 66 designation. He has 11 years of industry experience and has worked extensively with Park Avenue Securities and Guardian Life. In addition to his advisory role, he is also an author. 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 individuals, pension plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs, including discretionary and non-discretionary model portfolios and a hybrid digital advisory solution.
Michael P
Series 66
Tampa, FL
Guardian Life
Michael Palios is a Series 66-licensed financial advisor with Primerica Advisors in Tampa, FL, with 15 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2010. Outside of his advisory role, he serves as a co-advisor for a church youth group. Primerica Advisors is part of a large enterprise 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 a range of proprietary and third-party investment strategies and platforms.
James H
CFP®, Series 66
Tampa, FL
Guardian Life
James Higginbotham III is a CFP® with 16 years of experience, currently affiliated with Primerica Advisors in Tampa, FL. He has worked at Guardian Life Insurance Company and Park Avenue Securities since 2015. Outside of his advisory role, he serves as an elder at Westtown Church. 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 proprietary and third-party investment strategies across various programs and platforms.
Robert H
Series 65, Series 63
Tampa, FL
Guardian Life
Robert Hudson is a financial advisor with Guardian Life and Park Avenue Securities in Tampa, FL, holding Series 65 and Series 63 licenses. He has 11 years of industry experience, working at Park Avenue Securities since 2015 and with Guardian Life since 2012. Hudson serves as the secretary of a BNI Leadership Team, a role unrelated to his investment activities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser owned by The Guardian Life Insurance Company of America. The firm offers brokerage services, financial planning, and advisory programs to individuals, retirement plans, charitable organizations, and corporate clients.
David D
Series 66
Tampa, FL
Guardian Life
David Duquette is a financial advisor with Primerica Advisors based in Odessa, FL, holding a Series 66 designation and 11 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2014. Outside of his advisory role, he is involved with DHAPPS, LLC. Park Avenue Securities LLC serves a diverse 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, utilizing proprietary and third-party investment strategies across various asset classes and account structures.
Therese Frances C
Series 63, Series 66
Tampa, FL
Guardian Life
Therese Frances Cutter is a financial advisor with Primerica Advisors in Tampa, FL, holding Series 63 and Series 66 designations and possessing 32 years of industry experience. She has been with Primerica Advisors since 1999 and also maintains a longstanding association with Guardian Life Insurance Company since 1990. Outside of her advisory work, she serves as Co-Chair of the Floridian Club. Primerica Advisors operates as part of Park Avenue Securities LLC, 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 with a range of proprietary and third-party investment programs and provides account-level services such as lending solutions and donor-advised fund options.
Angelica R
Series 66
Tampa, FL
Guardian Life
Angelica Rosenstein is a financial advisor with Primerica Advisors and holds a Series 66 designation. She has five years of industry experience and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, Bank of America, Merrill, and Wells Fargo Bank. Primerica Advisors 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 and third-party investment strategies.
Cameron F
Series 63, Series 65
Tampa, FL
Guardian Life
Cameron Fiorello is a financial advisor with Primerica Advisors and holds Series 63 and Series 65 licenses. He has experience working at Park Avenue Securities, Guardian Life Insurance Company, and Westshore Financial Group, among others. Outside of his advisory role, Cameron is involved in buying and selling sports cards and premium sneakers. 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 a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies, and provides financial planning, retirement-plan consulting, and business consulting.
Donald M
Series 63, Series 65
Tampa, FL
Guardian Life
Donald Marsee II is a financial advisor at Guardian Life with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2006. Outside of his advisory role, he serves as executor and power of attorney for his parents' estate. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, retirement consulting, and a variety of investment advisory programs, including discretionary and non-discretionary models from in-house and third-party managers.
Joshua K
Series 66
Tampa, FL
Guardian Life
Joshua Kreshon is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has six years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, he serves as successor trustee to his parents' estate. Park Avenue Securities LLC serves a broad retail client base, offering both brokerage and advisory services, financial planning, and retirement-plan consulting. The firm uses a combination of proprietary model portfolios, third-party investment managers, and digital advice solutions to support clients across various account types.
Bronson M
Series 66, Series 63
Tampa, FL
Guardian Life
Bronson Mehlman is a financial advisor at Guardian Life and Park Avenue Securities LLC with one year of industry experience. He holds Series 63 and Series 66 licenses. His background includes a variety of roles before entering the financial advisory field. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by offering brokerage services, financial planning, retirement plan consulting, and investment advisory programs.
Jacob B
Series 66
Tampa, FL
Guardian Life
Jacob Bloch is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life, holding a Series 66 designation and one year of industry experience. Before entering the financial industry, he was involved in fitness entrepreneurship as the owner of CR Fitness LLC and served six years in the United States Army Reserves. Park Avenue Securities offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients, combining proprietary and third-party strategies.
James T
Series 66
Tampa, FL
Guardian Life
James Talley III is a Series 66-licensed advisor with Primerica Advisors, based in Lithia, FL, and has three years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, and Westshore Financial Group. He is also involved with Talley Capital, LLC, an investment-related business. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement-plan consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level services, including lending solutions and donor-advised fund options.
Nicholas R
Series 66
Tampa, FL
Guardian Life
Nicholas Richards is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and possessing one year of industry experience. Prior to his current roles, he worked at ServiceMaster DSI, Otis Elevator, Miller Real Estate, and Publix. He is also involved as a BNI Mentor Coordinator. Park Avenue Wealth Management, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.
Stewart D
Series 63, Series 66
Tampa, FL
Guardian Life
Stewart Davis Jr. is a financial advisor with Primerica Advisors based in Tampa, FL, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked with Park Avenue Securities and The Guardian Life Insurance Company since 2006. Outside of his advisory role, he is involved in managing several investment-related business entities, including Davis II Companies LLC and Davis Roussel Holdings LLC. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and retirement planning. The firm employs a variety of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary management.
Aaron K
Series 66
Tampa, FL
Guardian Life
Aaron Komarek 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 and Guardian Life Insurance Company since 2021. Outside of his advisory role, he serves as a power of attorney and executor for family members. Park Avenue Securities LLC 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 portfolios and supports various account-level services, including lending solutions and donor-advised funds.
Austin S
Series 66
Tampa, FL
Guardian Life
Austin Saffer is a financial advisor with Guardian Life and Park Avenue Securities LLC, holding a Series 66 designation and one year of industry experience. He previously worked at Global Jet Sales and Creed Media before joining Guardian Life and Park Avenue Securities. Outside of his advisory role, he serves as an adviser to the treasurer for Phi Delta Theta Fraternity and participates as a community builder with BNI. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, retirement consulting, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships and utilizes a range of in-house and third-party model portfolios.
Julio S
Series 63, Series 66
Tampa, FL
Guardian Life
Julio Soria is a financial advisor with Guardian Life and holds Series 63 and Series 66 credentials. He has 28 years of industry experience, including prior roles at National Life Group and Equity Services, Inc. He is involved with Sunrise Financial Network, an investment-related business. He works with Park Avenue® Wealth Management, a subsidiary of Guardian Life, which provides brokerage services, financial planning, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporate clients through a mix of proprietary and third-party investment advisory programs.
Wayne B
Series 66
Tampa, FL
Guardian Life
Wayne Barber II is a Series 66-licensed financial advisor with six years of industry experience. He is currently affiliated with Primerica Advisors and has worked with Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves as a track and field jump coach. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services along with financial planning and retirement consulting. The firm uses a combination of proprietary and third-party investment strategies and supports a range of account management options, including discretionary and non-discretionary programs.
Cynthia S
Series 66
Tampa, FL
Guardian Life
Cynthia Stenberg is a financial advisor with Primerica Advisors, holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, Orange Grove, SLAM, and Cambridge Christian School. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers transaction-based brokerage and fee-based advisory services, utilizing proprietary model portfolios, third-party investment managers, and a digital advice platform.
Christopher B
Series 66
Tampa, FL
Guardian Life
Christopher Burnett is a financial advisor with Primerica Advisors based in Odessa, FL, holding a Series 66 designation and 13 years of industry experience. He has worked with Park Avenue Securities, Guardian Life Insurance Company, and Westshore Financial since 2011. Outside of advising, Burnett is involved in training financial representatives at Guardian, authors publication content, hosts a podcast, and has published a book. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers brokerage and advisory services, financial and retirement planning, and employs a range of investment strategies through proprietary and third-party portfolios.
Trevor N
Series 66
Tampa, FL
Guardian Life
Trevor Newsome is a financial advisor at Guardian Life with one year of industry experience and holds a Series 66 designation. His prior work includes roles at Next Net Media and Captain Rapps Fishing Charters. Outside of his advisory role, he serves as an executor of a family will. He is affiliated with Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America. The firm provides brokerage services, financial planning, and investment advisory programs to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients.
Stephen W
Series 63, Series 66
Tampa, FL
Guardian Life
Stephen Wroblewski is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance since 2016. Outside of his advisory role, he performs magic and juggling as an entertainer and is involved in online streaming. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a variety of investment strategies through proprietary and third-party model portfolios and provides a range of account-level services including lending solutions and donor-advised funds.
Augusto L
Series 63, Series 65
Tampa, FL
Guardian Life
Augusto La Puente is a financial advisor with Primerica Advisors based in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He has worked at Park Avenue Securities and Guardian since 2013. Outside of his advisory role, he serves as a trustee on the last will and testament of Alexandra Tracy and participates in house modeling for photo and video shoots. Park Avenue Securities serves a diverse retail client base including individual, high-net-worth, charitable, and corporate clients, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party portfolios, supporting both discretionary and non-discretionary account management.
George L
Series 66
Tampa, FL
Guardian Life
George Lymberis is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and has worked at Guardian Life Insurance Company and Park Avenue Securities since 2025. Outside of his advisory role, he is involved in offering insurance products beyond those provided through Guardian and its subsidiaries. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a combination of proprietary and third-party investment advisory programs.
Thomas S
Series 63, Series 66
Tampa, FL
Guardian Life
Thomas Seeko Jr. is a financial advisor with Primerica Advisors in Lutz, FL, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He has worked with Primerica Advisors and Guardian Life Insurance Company since 2013. Outside of his advisory role, he is involved in authoring publications and books, as well as podcast advertisement activities. Primerica Advisors serves a wide range of retail clients, including individual and high-net-worth investors, offering both brokerage and advisory services along with financial planning and business consulting. The firm utilizes a combination of proprietary and third-party investment strategies and supports various advisory programs and account-level services.
Lynne B
Series 66
Tampa, FL
Guardian Life
Lynne Boyle is a Series 66-licensed financial advisor with Primerica Advisors, based in Tampa, FL, and has eight years of industry experience. She has worked with Park Avenue Securities LLC since 2017 and has been associated with Guardian Life Insurance Co. of America since 2011. Outside of her advisory role, she serves as President of Westshore Benefits and holds leadership positions in several investment-related entities. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party model portfolios, supporting both discretionary and non-discretionary accounts with various investment products and advisory programs.
Darrel H
Series 66
Tampa, FL
Guardian Life
Darrel Henderson is a financial advisor with Primerica Advisors holding a Series 66 designation and one year of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2024. Outside of his advisory role, he is involved in refereeing activities in Tampa, FL. Park Avenue Securities serves a diverse retail client base, including individual and high-net-worth investors, offering brokerage, advisory, and financial planning services through a variety of proprietary and third-party investment programs.
Christopher F
Series 65, Series 63
Tampa, FL
Guardian Life
Christopher Fontana is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked extensively with both firms since 2009 and is also the managing partner and owner of Florida Medical Advisors, LLC. Additionally, he operates a health-life-disability insurance brokerage to support clients seeking insurance products beyond those offered by Guardian. 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 offers a range of brokerage services, financial planning, retirement consulting, and advisory programs using a combination of proprietary and third-party strategies.
David P
CFP®, Series 66
Tampa, FL
Guardian Life
David Parker IV is a CFP® professional with 11 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and Park Avenue Securities, and has prior experience at Guardian Life Insurance Company. Outside of his advisory work, he serves as president of a local BNI chapter. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services with a range of proprietary and third-party investment programs. The firm supports various account-level services including financial planning, lending solutions, and charitable giving options.
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