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Steven P
Series 66
Tampa, FL
Guardian Life
Steven Parisi is a financial advisor with Guardian Life, holding a Series 66 designation and two years of industry experience. He previously worked at Westshore Financial and has experience at Park Avenue Securities and Guardian Life since 2024. Outside of his advisory role, he serves as Power of Attorney for a family member. 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, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of advisory solutions, including discretionary management, model-based strategies, and access to proprietary and third-party programs.
Kenneth C
Series 63, Series 65
Tampa, FL
Guardian Life
Kenneth Carmickle is a financial advisor with Guardian Life in Tampa, FL, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at MassMutual and First Command Advisory Services. Outside of his advisory work, he is involved in selling insurance products outside of Guardian. Guardian Life’s Park Avenue Wealth Management provides brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party platforms.
Christian G
Series 66
Tampa, FL
Guardian Life
Christian Garrido is a financial advisor with Guardian Life in Tampa, FL, holding a Series 66 designation and 11 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company throughout his career. In addition to his advisory role, Garrido is also an author. Guardian Life’s subsidiary, Park Avenue Securities LLC, 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 insurance products, alternative investments, and integrated lending options.
Michael P
Series 66
Tampa, FL
Guardian Life
Michael Palios is a financial advisor with Guardian Life in Tampa, FL, holding a Series 66 designation and over 15 years of industry experience. He has been with Guardian Life and its affiliate since 2010. Outside of his advisory role, he serves as a co-advisor for a church youth group. Guardian Life’s Park Avenue Wealth Management subsidiary 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 insurance and alternative investment products.
James H
CFP®, Series 66
Tampa, FL
Guardian Life
James Higginbotham III is a CFP® professional with 16 years of industry experience. He has been with Guardian Life and Park Avenue Securities since 2015. Outside of his advisory role, he serves as an elder at Westtown Church in Tampa, FL. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm utilizes a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, providing tailored client solutions that include financial planning, consulting, and access to insurance and alternative investment products.
Robert H
Series 63, Series 65
Tampa, FL
Guardian Life
Robert Hudson is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 registrations and 11 years of industry experience. He has been associated with Park Avenue Securities since 2015 and Guardian Life since 2012. Hudson serves as Secretary of a BNI leadership team. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charities, and businesses. The firm offers advisor-led discretionary management alongside model-based strategies, combining proprietary and third-party platforms, and delivers tailored client solutions including financial planning and consulting.
David D
Series 66
Tampa, FL
Guardian Life
David Duquette is a financial advisor with Guardian Life and holds a Series 66 designation. He has 11 years of industry experience, including roles at Park Avenue Securities and Guardian Life. Outside of his advisory work, he is involved with DHAPPS, LLC, a non-investment-related business. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management, model-based strategies, and a digital advisory solution, with tailored client services that also include access to insurance products and alternative investments.
Therese Frances C
Series 63, Series 66
Tampa, FL
Guardian Life
Therese Frances Cutter is a financial advisor with Guardian Life in Tampa, FL, holding Series 63 and Series 66 licenses and having 33 years of industry experience. She has been with Guardian Life or its affiliated companies since 1990. Cutter serves as Co-Chair of the Floridian Club, a community organization. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a combination of advisor-led discretionary management and model-based strategies, with tailored client relationships and access to proprietary and third-party investment solutions.
Angelica R
Series 66
Tampa, FL
Guardian Life
Angelica Rosenstein is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and six years of industry experience. Her career includes roles at Merrill, Bank of America, and Wells Fargo Bank prior to her current positions. She is based in Tampa, FL. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.
Cameron F
Series 63, Series 65
Tampa, FL
Guardian Life
Cameron Fiorello is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and having one year of industry experience. His prior work includes roles at Westshore Financial Group, Florida Financial Advisors, and other companies outside the financial sector. Outside of his advisory work, he is involved in buying and selling sports cards and premium sneakers. 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 and model-based strategies, along with access to insurance products and alternative investments.
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 designations and has worked with 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, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers customized financial planning and advisory solutions through a combination of advisor-led discretionary management and model-based strategies supported by proprietary programs and third-party platforms.
Bronson M
Series 66, Series 63
Tampa, FL
Guardian Life
Bronson Mehlman is a financial advisor with Guardian Life and holds Series 66 and Series 63 licenses. He has one year of industry experience, previously working at Park Avenue Securities LLC. Outside of finance, he has experience in the food service sector, including roles at Meat Market and Taste of Belgium. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and model-based investment strategies delivered through proprietary and third-party platforms.
Jacob B
Series 66
Tampa, FL
Guardian Life
Jacob Bloch is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and one year of industry experience. Prior to his career in financial services, he was involved with CR Fitness LLC for six years and served in the United States Army Reserves for six years. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.
James T
Series 66
Tampa, FL
Guardian Life
James Talley III is a financial advisor with Guardian Life and holds the Series 66 designation. He has four years of industry experience, including roles at Guardian Life, Park Avenue Securities, and Westshore Financial Group. Outside of his advisory work, he is involved with Talley Capital, LLC. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led management with model-based strategies and providing access to proprietary and third-party investment solutions.
Nicholas R
Series 66
Tampa, FL
Guardian Life
Nicholas Richards is a financial advisor at Guardian Life and its affiliate Park Avenue Securities, holding a Series 66 credential with one year of industry experience. Prior to his current role, he worked at ServiceMaster DSI, Otis Elevator, Miller Real Estate, Publix, and attended the University of Florida. He serves as a BNI Mentor Coordinator in a volunteer capacity. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies delivered via proprietary and third-party platforms.
Stewart D
Series 63, Series 66
Tampa, FL
Guardian Life
Stewart Davis Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked at Park Avenue Securities and The Guardian Life Insurance Company since 2006. Davis is also involved in managing investment-related businesses including Davis II Companies LLC and Davis Roussel Holdings LLC. 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, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to proprietary and third-party advisory solutions.
Aaron K
Series 66
Tampa, FL
Guardian Life
Aaron Komarek is a Series 66-licensed financial advisor at Guardian Life with five 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 power of attorney and executor for family members and is involved in selling insurance products outside of Guardian. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, 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 and model-based strategies, with access to proprietary programs, third-party advisory solutions, and various integrated financial services.
Austin S
Series 66
Tampa, FL
Guardian Life
Austin Saffer is a Series 66-licensed financial advisor with Guardian Life, based in Tampa, FL. He has one year of industry experience and previously worked at Westshore Financial and Global Jet Sales. Outside of his advisory role, he serves as an adviser to the treasurer for the 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 and investment advisory services to individuals, businesses, and charitable organizations. The firm offers a range of financial planning, consulting, and discretionary management solutions combined with proprietary and third-party investment platforms.
Julio S
Series 63, Series 66
Tampa, FL
Guardian Life
Julio Soria is a financial advisor with Guardian Life in Tampa, FL, holding Series 63 and Series 66 credentials and having 28 years of industry experience. His work history includes roles at Park Avenue Securities, Guardian Life Insurance Company, National Life Group, and other firms. He is also involved with Sunrise Financial Network in an investment-related capacity. Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers both discretionary and non-discretionary investment management, financial planning, and access to proprietary and third-party advisory solutions.
Wayne B
Series 66
Tampa, FL
Guardian Life
Wayne Barber II is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and six years of industry experience. He has worked at both firms since 2018 and 2019, respectively. Outside of his advisory role, Barber serves as a track and field jump coach. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and organizations. The firm offers a range of financial planning and investment management solutions through both advisor-led and model-based strategies, supported by proprietary and third-party platforms.
Cynthia S
Series 66
Tampa, FL
Guardian Life
Cynthia Stenberg is a financial advisor with Guardian Life holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Orange Grove, SLAM, and Cambridge Christian School. She is based in Tampa, FL. Guardian Life, through its subsidiary 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, model-based strategies, and access to proprietary and third-party advisory solutions.
Christopher B
Series 66
Tampa, FL
Guardian Life
Christopher Burnett is a Series 66-licensed financial advisor with Guardian Life and Park Avenue Securities, based in Tampa, FL. He has 14 years of industry experience and serves as a faculty member training financial representatives at Guardian. Burnett is also involved in content creation and podcasting, and he authors published works outside of his advisory role. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, supported by proprietary and third-party platforms, along with access to insurance products and alternative investments.
Trevor N
Series 66
Tampa, FL
Guardian Life
Trevor Newsome is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance Company since 2025. Prior to entering the financial services industry, he was involved with Next Net Media for seven years and held roles at Captain Rapps Fishing Charters and New York Orchestras. In addition to his advisory work, Trevor acts as an executor of a will. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides 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 offers a range of financial planning, consulting, and proprietary wrap and third-party advisory solutions.
Stephen W
Series 63, Series 66
Tampa, FL
Guardian Life
Stephen Wroblewski is a financial advisor with Guardian Life and Park Avenue Securities in Tampa, FL, holding Series 63 and Series 66 licenses with 13 years of industry experience. He has been with Park Avenue Securities and Guardian Life since 2016. Outside of his advisory role, he performs magic and juggling tricks for audiences and engages in online streaming. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate clients, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and digital advisory solutions, offering tailored client services that include financial planning, consulting, and access to insurance and alternative investment products.
Augusto L
Series 63, Series 65
Tampa, FL
Guardian Life
Augusto La Puente is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. He serves as a trustee on a personal estate and participates in modeling for photo and video shoots. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions tailored to client needs.
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 previously worked at Westshore Financial Group and SpotOn Transact. His background also includes roles outside finance, including time at Southern Glazers Wine & Spirits and retail positions at Nordstrom. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led discretionary management with model-based strategies and proprietary programs, tailoring client relationships through financial planning, ongoing consulting, and access to insurance and alternative investment products.
Thomas S
Series 63, Series 66
Tampa, FL
Guardian Life
Thomas Seeko Jr. is a financial advisor with Guardian Life in Tampa, FL, holding Series 63 and Series 66 licenses and having 15 years of industry experience. He has been with Guardian Life and its affiliates since 2013. Outside of his advisory role, he is engaged as a publication content author, a book author, and participates in podcast advertising. Guardian Life’s Park Avenue® Wealth Management division provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers both advisor-led discretionary management and model-based strategies, with access to proprietary wrap programs, third-party advisory solutions, and a digital advisory platform.
Lynne B
Series 66
Tampa, FL
Guardian Life
Lynne Boyle is a financial advisor with Guardian Life and holds a Series 66 designation. She has nine years of industry experience, including her current role at Park Avenue Securities since 2017. Boyle is president of Westshore Benefits, an investment-related business based in Tampa, FL. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charities, and businesses. The firm offers advisor-led discretionary management combined with model-based strategies, access to insurance products and alternative investments, and a range of financial planning and consulting services.
Darrel H
Series 66
Tampa, FL
Guardian Life
Darrel Henderson is a financial advisor with Guardian Life in Tampa, FL, holding a Series 66 credential and one year of industry experience. He previously worked at Park Avenue Securities and has held roles in education and municipal recreation. Outside of his advisory work, he is involved in refereeing. Guardian Life’s wholly owned subsidiary, Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and digital platforms.
Christopher F
Series 63, Series 65
Tampa, FL
Guardian Life
Christopher Fontana is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and 65 licenses and 18 years of industry experience. He has worked primarily with Park Avenue Securities since 2010 and Guardian Life Insurance Company of America since 2009. Outside of his advisory role, he is the managing partner and owner of Florida Medical Advisors, LLC. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, 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 wrap programs, third-party advisory solutions, and a digital advisory platform.
David P
CFP®, Series 66
Tampa, FL
Guardian Life
David Parker IV is a CFP® with 11 years of industry experience, currently serving with Guardian Life and its subsidiary Park Avenue Securities. He has been with Guardian Life since 2014 and holds a Series 66 license. Parker also serves as President of a local BNI chapter. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment management solutions combining advisor-led discretionary management with model-based strategies and utilizes proprietary and third-party platforms.
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