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David S

Series 63, Series 66

Wall, NJ

Guardian Life

David Suckey is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and 26 years of industry experience. He has been with both firms since 2016. Outside of advising, he is a passive investor in three Jersey Mike’s sandwich shops in North Lake, Texas. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm provides customized client solutions through advisor-led discretionary management, model-based strategies, and various proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Michael R

Series 63, Series 65

Wall, NJ

Guardian Life

Michael Rahbari is a financial advisor at Guardian Life with Series 63 and Series 65 credentials and four years of industry experience. He has worked at Guardian Life since 2023 and previously at Heritage Group of Companies and Prosperity Capital Advisors. Guardian Life, through its subsidiary Park Avenue Securities LLC and the Park Avenue® Wealth Management brand, 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 access to proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Phillip D

Series 63, Series 65

Wall, NJ

Guardian Life

Phillip Dambrisi is a financial advisor at Guardian Life with 32 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Park Avenue Securities and Guardian Life since 2016, following a prior role at Hornor, Townsend & Kent, LLC. 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 advisor-led discretionary management alongside model-based strategies, combining proprietary programs with third-party platforms and customized client solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Robert F

Series 63, Series 65

Wall, NJ

Guardian Life

Robert Farrell is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. He has 17 years of industry experience, including prior work at Morgan Stanley and Park Avenue Securities. Outside of his advisory role, Farrell serves on the Colts Neck Zoning Board and acts as a FINRA arbitrator, in addition to managing a business planning and management advisory firm. Guardian Life’s subsidiary Park Avenue Securities provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Emily Z

CFP®, Series 66

Wall, NJ

Guardian Life

Emily Zeigler is a CFP® professional with nine years of experience working at Guardian Life and its subsidiary Park Avenue Securities, LLC. She previously worked at Service Works Inc. for three years. She is involved with Commitment to Excellence LLC, managing payroll for assistants. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individual, corporate, and institutional clients through advisory and brokerage services. The firm combines advisor-driven management and model-based strategies, offering tailored financial planning and access to proprietary and third-party investment solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Jessica S

Series 66

Wall, NJ

Guardian Life

Jessica Simpson is a financial advisor at Guardian Life with eight years of industry experience. She holds the Series 66 designation and previously worked for RBC Capital Markets LLC for ten years. She serves as Executive Committee Treasurer of a local yacht club. Jessica is affiliated with Park Avenue Securities LLC, a subsidiary of Guardian Life, which provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning and investment solutions, combining advisor-led discretionary management with model-based strategies and digital advisory options.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Salvatore G

Series 66

Wall, NJ

Guardian Life

Salvatore Giorgio is a financial advisor with Guardian Life and holds the Series 66 designation. He has been with Guardian Life since 2024 and has prior experience at Shore Marketing Group, Park Avenue Securities, and other roles before entering the financial industry. He works at Park Avenue® Wealth Management, a subsidiary of Guardian Life, which provides brokerage and advisory services to individual and institutional clients, offering a range of financial planning and investment management solutions that include both advisor-led discretionary management and model-based strategies.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Oliver E

Series 66

Wall, NJ

Guardian Life

Oliver Eaton is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation. He has one year of industry experience, with prior roles at Evolution Financial Group and six years at Trinity Solar. 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 clients tailored financial planning, education, and access to proprietary and third-party advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Amy S

PFS™, Series 63

Wall, NJ

Guardian Life

Amy Sonstein is a financial advisor at Guardian Life with 22 years of industry experience. She holds a PFS™ designation and a Series 63 license. Her career includes extended tenures at Guardian Life beginning in 2012 and more recently at Park Avenue Securities since 2023. Outside of her advisory role, she is involved in multiple ventures including accounting and tax consulting through Sonstein Consulting Services, participation as CFO in a startup apparel business, and offering Reiki healing sessions. Sonstein also serves on the Board of Trustees at Congregation Kol Ami and acts as treasurer for the Eastern Boys Wrestling Booster Club. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a wholly owned subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, institutions, and charitable organizations. The firm employs both advisor-led discretionary management and model-based strategies, offering a range of financial planning, consulting, and proprietary investment programs tailored to client needs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Eric R

Series 63, Series 66

Wall, NJ

Guardian Life

Eric Rios is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with both firms since 2014. In addition to his advisory work, Rios is a guest speaker on financial literacy, delivering presentations to business owners and finance students. Park Avenue Securities, a subsidiary of Guardian Life, 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 discretionary management with model-based strategies through proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Patrick K

CFP®, Series 66

Wall, NJ

Guardian Life

Patrick Kenny is a CFP® with 19 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has worked at these firms since 2016. Outside of his advisory role, he officiates lacrosse games. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses with a range of brokerage and investment advisory services. The firm combines advisor-led discretionary management and model-based strategies, offering financial planning, ongoing consulting, and access to proprietary and third-party investment solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Alexander T

Series 63, Series 65

Wall, NJ

Guardian Life

Alexander Tragnitz is a financial advisor at Guardian Life with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guardian Life since 2015. Outside of his advisory role, he provides tax preparation services and serves on the CPC Behavioral Healthcare Golf Committee, a nonprofit organization. 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, proprietary programs, and third-party platforms to deliver tailored client solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Peter C

Series 63, Series 65

Wall, NJ

Guardian Life

Peter Congilose is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been associated with Park Avenue Securities and Guardian Life since 2016 and founded Congilose & Associates in 1983, where he continues to practice. 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 insurance products, alternative investments, integrated lending options, and digital advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Megan S

Series 66

Wall, NJ

Guardian Life

Megan Schneider is a financial advisor with Guardian Life and holds a Series 66 designation. She has eight years of industry experience, including roles at LPL Financial and Park Avenue Securities. Schneider is currently based in Wall, NJ. 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, offering a range of financial planning and investment management solutions through both advisor-led and model-based strategies.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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John S

ChFC®, Series 63

Wall, NJ

Guardian Life

John Spottke is a financial advisor at Guardian Life with 39 years of industry experience. He holds the ChFC® and Series 63 designations and has worked at Mass Mutual Life Insurance Company since 1986 and at Park Avenue Securities since 2016. Outside of his advisory role, he serves as Director Emeritus and Chairman of the Annual Golf Outing for the Jersey Shore Chamber of Commerce. Park Avenue Securities, a subsidiary of Guardian Life, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through a mix of advisor-led discretionary management, model-based strategies, and digital advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Richard P

ChFC®, Series 63

Wall, NJ

Guardian Life

Richard Pasick is a financial advisor with Guardian Life, holding the ChFC® designation and Series 63 license, and has 40 years of industry experience. He has worked with Park Avenue Securities and Guardian Life since 2016 and has been with Congilose & Associates since 1983. In addition to his advisory role, he conducts Social Security workshops and provides coaching and education to other agents. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm combines discretionary management with model-based strategies and provides a range of financial planning and consulting services tailored to client needs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Michael W

Series 66

Wall, NJ

Guardian Life

Michael Werthmuller is a financial advisor at Guardian Life with one year of industry experience. He holds the Series 66 designation and previously worked at C&A Financial Group and Arbor Terrace. Outside of his advisory role, he performs as a pianist at an assisted living facility on a regular basis. He works for Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with a range of financial planning and consulting services.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Michael M

Series 66

Wall, NJ

Guardian Life

Michael Mallon is a financial advisor at Guardian Life with 20 years of industry experience. He holds a Series 66 designation and previously worked at Blackrock Investments, Inc. for 23 years. He is currently affiliated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities 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, as well as access to insurance products and alternative investment platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Jason D

Series 66

Wall, NJ

Guardian Life

Jason Doviak is a financial advisor with Guardian Life and holds a Series 66 designation. He has 22 years of industry experience, including over a decade with Guardian Life and current roles at Park Avenue Securities. Outside of his advisory work, he is a managing trustee of The Sandy Shores Trust and is involved in business ventures related to tax planning and payroll services through several LLCs. 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 customized financial planning and investment solutions through a combination of advisor-led management and model-based strategies, leveraging proprietary programs and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Brian C

Series 66

Wall, NJ

Guardian Life

Brian Cunniff is a financial advisor with Park Avenue Securities, a subsidiary of Guardian Life, holding a Series 66 designation and 16 years of industry experience. He has been with Park Avenue Securities and Guardian Life since 2016. Outside of his advisory role, he serves as a trustee involved in charitable fundraising activities. Park Avenue Securities 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 and consulting services tailored to client needs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Peter M

Series 63, Series 65

Wall, NJ

Guardian Life

Peter Mccarthy is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. His prior roles include a 12-year tenure at E D & F Man Capital Markets Inc. Outside of his advisory work, he serves on the board of the YMCA of Greater Monmouth County and is involved in business planning through Core One Consulting LLC. 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 combines advisor-led discretionary management with model-based strategies and offers access to proprietary and third-party advisory solutions, alongside specialized services including insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Thomas D

Series 66

Wall, NJ

Guardian Life

Thomas Dogas is a financial advisor with Guardian Life and holds a Series 66 designation. He has nine years of industry experience, including roles at Guardian Life and Park Avenue Securities, where he has worked for eight years. Outside of his advisory work, Dogas serves as Vice President of the Holy Name Society at St. Leo The Great Church, is a presenter for the National Alliance for Mental Illness, and holds an officer position with the Red Bank NJ Elks. 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 investment management solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Frank C

CFP®, ChFC®, Series 63, Series 65

Wall Township, NJ

Guardian Life

Frank Congilose is a financial advisor at Guardian Life with over 40 years of industry experience. He holds the CFP® and ChFC® designations and has worked across several firms including Park Avenue Securities and C&A Financial Group. Congilose is also an author of multiple books on responsible wealth and serves as a hospital board trustee at Monmouth Medical Center Southern Campus. Guardian Life, through its Park Avenue® Wealth Management subsidiary, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, and charitable organizations. The firm offers a blend of advisor-led discretionary management and model-based strategies, along with access to insurance products, alternative investments, and various integrated financial solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Anthony F

Series 63, Series 65

Wall, NJ

Guardian Life

Anthony Ferrara is a financial advisor with Guardian Life holding Series 63 and Series 65 licenses and 42 years of industry experience. He has worked at Park Avenue Securities since 2018 and previously was associated with Avantax Investment Services and LPL Financial. Outside of advising, he is involved in income tax preparation services through TFA Income Tax Services, Inc., where he serves as an officer. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning, consulting, and proprietary investment solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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John C

Series 63, Series 66

Wall, NJ

Guardian Life

John Coyle Jr. is a financial advisor at Guardian Life with seven years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at PricewaterhouseCoopers. He serves as president of the Notre Dame Club of the Jersey Shore. He works with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and investment advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm offers a range of advisory solutions, combining discretionary management with model-based strategies and access to insurance products and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Elena P

Series 66

Wall, NJ

Guardian Life

Elena Ptchelintseva is a Series 66-licensed financial advisor with 22 years of industry experience. She is currently affiliated with Guardian Life, where she has worked since 2003, and its wholly owned subsidiary Park Avenue Securities. Elena serves as Vice President Chair of a BNI Networking Organization. Park Avenue Securities, doing business 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 combination of advisor-led discretionary management and model-based strategies, alongside access to proprietary programs, third-party advisory solutions, and specialized financial planning and consulting services.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Barry N

Series 63, Series 66

Wall, NJ

Guardian Life

Barry Nash is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and over 40 years of industry experience. He has worked at Park Avenue Securities since 2014 and Guardian Life since 2013. Outside of his advisory work, Nash serves on the board of directors and volunteers at The Strand Theater in Lakewood, NJ. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments through its affiliation with Guardian Life.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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