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David S

Series 63, Series 66

Wall, NJ

Guardian Life

David Suckey is a financial advisor with Primerica Advisors and holds Series 63 and Series 66 licenses. He has 25 years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance since 1999. Outside of his advisory work, he is a passive investor in several Jersey Mike’s sub shops in North Lake, Texas. Park Avenue Securities LLC serves a broad retail client base with brokerage and advisory services, including financial planning and retirement consulting. The firm offers proprietary and third-party investment programs and a digital advice platform, managing approximately $15 billion in regulatory assets.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Michael R

Series 65, Series 63

Wall, NJ

Guardian Life

Michael Rahbari is a financial advisor with Guardian Life, holding Series 65 and Series 63 licenses and four years of industry experience. His prior roles include positions at Heritage Group of Companies and Prosperity Capital Advisors. Guardian Life’s subsidiary, Park Avenue® Wealth Management, offers a range of brokerage and advisory services to individuals, retirement plans, charitable organizations, and corporate clients, combining proprietary and third-party investment strategies with digital advisory solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Phillip D

Series 63, Series 65

Wall, NJ

Guardian Life

Phillip Dambrisi is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance since 2016 and has prior experience with Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Park Avenue Securities serves a broad retail client base, offering both brokerage and advisory services, including financial planning and retirement-plan consulting. The firm utilizes a mix of proprietary and third-party investment strategies and supports a range of account services such as lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Robert F

Series 63, Series 65

Wall, NJ

Guardian Life

Robert Farrell is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has worked primarily with Park Avenue Securities and Guardian Life Insurance Company since 2016. Outside of his advisory role, he serves on the Colts Neck Zoning Board and acts as a FINRA arbitrator, in addition to owning a business consulting firm. Primerica Advisors operates as an enterprise with nearly 2,000 advisors, serving a diverse retail client base through brokerage and advisory services. The firm offers various investment programs and financial planning solutions tailored to individual, charitable, and corporate clients.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Emily Z

CFP®, Series 66

Wall, NJ

Guardian Life

Emily Zeigler is a CFP® with eight years of industry experience, currently affiliated with Primerica Advisors and associated with Park Avenue Securities, Guardian Life Insurance Co of America, and C&A Financial Group since 2017. Prior to her current roles, she worked at Service Works Inc. from 2014 to 2017. She is involved in a non-investment business, Commitment to Excellence LLC, which manages payroll for her assistants. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and retirement planning. 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.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Jessica S

Series 66

Wall, NJ

Guardian Life

Jessica Simpson is a financial advisor with Primerica Advisors, holding a Series 66 designation and eight years of industry experience. She previously worked at RBC Capital Markets LLC for ten years and is currently associated with Guardian Life Insurance Company and Park Avenue Securities. Outside of her advisory role, she serves as the Executive Committee Treasurer of a local yacht club. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial and business consulting. The firm employs a variety of investment strategies through proprietary models, third-party managers, and digital advice platforms, managing approximately $15 billion in regulatory assets under management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Salvatore G

Series 66

Wall, NJ

Guardian Life

Salvatore Giorgio is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation. He has over three years of industry experience, including five years at Shore Marketing Group and two years with Guardian Life Insurance Company. Prior to his financial services career, he worked at Sheraton Eatontown Hotel for six years. Park Avenue Securities LLC operates as a dually registered broker-dealer and SEC-registered investment adviser, serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage, financial planning, retirement plan consulting, and investment advisory programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Oliver E

Series 66

Wall, NJ

Guardian Life

Oliver Eaton is a financial advisor at Guardian Life and Park Avenue Securities with a Series 66 designation. He has one year of experience in the financial services industry and previously worked at Evolution Financial Group. Before entering the financial sector, he spent six years at Trinity Solar and has experience in other industries dating back to 2015. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Amy S

PFS™, Series 63

Wall, NJ

Guardian Life

Amy Sonstein is a financial advisor with Primerica Advisors, holding the PFS™ and Series 63 credentials and possessing 21 years of industry experience. She has worked at Park Avenue Securities and Guardian Life Insurance Company since 2023 and was with Primerica Advisors and Guardian Life Insurance Co of America from 2012 to 2023. Outside of her advisory role, she provides accounting and tax planning services through her consulting firm, is involved in a start-up apparel business as CFO, offers Reiki healing sessions, and serves on the Board of Trustees for Congregation Kol Ami as well as treasurer of the Eastern Boys Wrestling Booster Club. Park Avenue Securities LLC serves a wide range of clients including individuals, high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services along with financial and retirement-plan consulting. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports multiple account-level services such as lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Eric R

Series 63, Series 66

Wall, NJ

Guardian Life

Eric Rios is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has been associated with Park Avenue Securities and Guardian since 2014. Outside of his advisory work, Eric Rios speaks on financial literacy to business owners and finance students using compliance-approved presentations. Park Avenue Securities 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 multiple platforms.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Patrick K

CFP®, Series 66

Wall, NJ

Guardian Life

Patrick Kenny is a CFP® with 18 years of experience in the financial services industry. He is affiliated with Primerica Advisors and has worked at Park Avenue Securities and Guardian Life for over a decade. Outside of his advisory role, Kenny officiates lacrosse games. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm utilizes a range of proprietary and third-party investment strategies and supports various account-level services including lending solutions and charitable giving options.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Alexander T

Series 63, Series 65

Wall, NJ

Guardian Life

Alexander Tragnitz is a financial advisor at Primerica Advisors with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Primerica Advisors and Guardian Life Insurance Co since 2015. Outside of his advisory role, he assists clients and others with tax preparation and serves on the golf committee of CPC Behavioral Healthcare, a nonprofit organization. Primerica Advisors operates under Park Avenue Securities LLC, serving a diverse retail client base with both brokerage and advisory services. The firm offers multiple proprietary and third-party investment programs, including discretionary and non-discretionary management, and provides financial planning, retirement-plan consulting, and business consulting services.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Peter C

Series 63, Series 65

Wall, NJ

Guardian Life

Peter Congilose is a financial advisor at Guardian Life with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Guardian Life and its affiliates since 1991, including a decade at Park Avenue Securities. He also operates Congilose & Associates, a business active since 1983. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary advisory relationships using a variety of model portfolios and proprietary digital solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Megan S

Series 66

Wall, NJ

Guardian Life

Megan Schneider is a financial advisor with Primerica Advisors, holding a Series 66 designation and eight years of industry experience. She has worked at Park Avenue Securities LLC since 2021 and previously at Guardian Life Insurance Company of America and LPL Financial, LLC. 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 model portfolios, third-party managers, and a digital advice platform.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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John S

ChFC®, Series 63

Wall, NJ

Guardian Life

John Spottke is a ChFC® credentialed advisor with 39 years of industry experience. He is currently affiliated with Park Avenue Securities and Guardian Life Insurance, and previously worked at Primerica Advisors and Mass Mutual Life Insurance Company. Outside of his advisory work, he serves as Director Emeritus and Chairman of the annual golf outing for the Jersey Shore Chamber of Commerce. Park Avenue Securities serves a broad retail client base including individual and high-net-worth investors, offering both brokerage and fee-based advisory services with a variety of proprietary and third-party investment programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Richard P

ChFC®, Series 63

Wall, NJ

Guardian Life

Richard Pasick is a ChFC® with over 40 years of experience in the financial services industry. He has been with Guardian Life and its subsidiaries since 1992 and currently works at Park Avenue Securities. Outside of his advisory role, he conducts Social Security workshops and provides coaching and education to agents on sales techniques and client service. Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, retirement plans, charitable organizations, and corporate clients with brokerage services, financial planning, and investment advisory programs using both proprietary and third-party strategies.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Logan A

Series 66

Wall, NJ

Guardian Life

Logan Andreyko is a financial advisor with Guardian Life and holds the Series 66 designation. He has one year of industry experience, including roles at Guardian Life Insurance Company, Park Avenue Securities, and C & A Financial Group. He completed his studies at Michigan State University in 2024. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a range of investment advisory programs. The firm offers both discretionary and non-discretionary advisory relationships and utilizes model portfolios from internal and third-party managers.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Michael W

Series 66

Wall, NJ

Guardian Life

Michael Werthmuller is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has experience working at Park Avenue Securities and Guardian Life Insurance Company since 2025, and previously worked at C&A Financial Group and Arbor Terrace. Outside of his financial career, he performs as a paid pianist at an assisted living facility. 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 brokerage and advisory services with a range of investment strategies implemented through proprietary model portfolios, third-party managers, and a digital advice platform.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Jason D

Series 66

Wall, NJ

Guardian Life

Jason Doviak is a Series 66 licensed financial advisor with 22 years of industry experience. He is currently affiliated with Park Avenue Securities and Guardian Life Insurance Company, having previously worked at Primerica Advisors for 11 years. Outside of his advisory work, he manages several business entities related to tax planning and serves as managing trustee of The Sandy Shores Trust. 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 both brokerage and advisory services, implementing investment strategies through proprietary and third-party model portfolios, with programs available on discretionary and non-discretionary bases.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Brian C

Series 66

Wall, NJ

Guardian Life

Brian Cunniff is a financial advisor with Primerica Advisors, holding a Series 66 designation and 16 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance since 2009. Outside of his advisory role, he participates as a trustee in charitable fundraising activities. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and retirement and business consulting. The firm employs a range of investment strategies through proprietary and third-party managers and supports various account-level solutions including lending and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Peter M

Series 65, Series 63

Wall, NJ

Guardian Life

Peter Mccarthy is a financial advisor with Guardian Life and Park Avenue Securities who holds Series 65 and Series 63 licenses and has 36 years of industry experience. His prior roles include twelve years at E D & F Man Capital Markets Inc., and more recent positions at C & A Financial Group, LLC. He serves as a board member of the YMCA of Greater Monmouth County and is involved in business planning through Core One Consulting LLC. Park Avenue Securities LLC operates as a dually registered broker-dealer and SEC-registered investment adviser under Guardian Life, serving individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and a variety of investment advisory programs, including both discretionary and non-discretionary options.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Thomas D

Series 66

Wall, NJ

Guardian Life

Thomas Dogas is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Park Avenue Securities and has prior experience at Primerica Advisors and Guardian Life Insurance Company. Outside of his advisory work, he holds leadership and volunteer roles in community organizations including serving as Vice President of the Holy Name Society at St Leo The Great Church, a presenter for the National Alliance for Mental Illness, and an officer with the Red Bank NJ Elks. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary and third-party platforms, supporting both discretionary and non-discretionary accounts.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Frank C

CFP®, ChFC®, Series 63, Series 65

Wall Township, NJ

Guardian Life

Frank Congilose is a financial advisor with Primerica Advisors who holds the CFP® and ChFC® designations and has 41 years of industry experience. His career includes roles at Park Avenue Securities since 2016 and Guardian Life Insurance from 1991 to 2016, among others. He is the author of multiple books on responsible wealth and serves as a hospital board trustee for Monmouth Medical Center Southern Campus. Park Avenue Securities serves a diverse retail client base with both brokerage and advisory services, offering proprietary and third-party investment programs alongside financial planning and consulting solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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John C

Series 66

Wall, NJ

Guardian Life

John Coyle is a financial advisor with Guardian Life and holds a Series 66 designation. He has experience working at Park Avenue Securities since 2026 and C&A Financial Group from 2024 to 2026. Prior to his financial roles, he spent time in education at Montclair State University and Howell High School. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement consulting, and investment advisory programs with both discretionary and non-discretionary options.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Anthony F

Series 63, Series 65

Wall, NJ

Guardian Life

Anthony Ferrara is a financial advisor with Primerica Advisors who holds Series 63 and Series 65 registrations and has 41 years of industry experience. His prior work includes roles at Park Avenue Securities, Guardian Life Insurance Company, and Avantax Investment Services. Outside of advising, he is involved in income tax preparation services through TFA Income Tax Services, Inc. Park Avenue Securities LLC serves a diverse retail client base with brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and business consulting. The firm manages approximately $15 billion in regulatory assets under management and supports a range of investment strategies and account-level services.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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John C

Series 63, Series 66

Wall, NJ

Guardian Life

John Coyle Jr. is a financial advisor at Primerica Advisors with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Park Avenue Securities, LLC since 2019, with prior experience at Guardian Life Insurance Co of America and PricewaterhouseCoopers. He serves as president of the Notre Dame Club of the Jersey Shore. Park Avenue Securities LLC serves a diverse retail client base, offering brokerage and advisory services, financial planning, and consulting. The firm utilizes a combination of proprietary model portfolios, third-party managers, and digital advice solutions to implement investment strategies for individual and institutional clients.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Elena P

Series 66

Wall, NJ

Guardian Life

Elena Ptchelintseva is a financial advisor at Primerica Advisors with 21 years of industry experience. She holds a Series 66 designation and has worked extensively with Park Avenue Securities and Guardian Life Insurance. Outside of her advisory role, she serves as Vice President Chair of a BNI Networking Organization. Primerica Advisors operates as an enterprise with a large team of advisors, serving a diverse retail client base including individual, high-net-worth, charitable, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and financial planning solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Barry N

Series 63, Series 66

Wall, NJ

Guardian Life

Barry Nash is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and possessing 39 years of industry experience. He has worked at Park Avenue Securities since 2014 and Guardian Life Insurance since 2013. Outside of his advisory roles, he serves on the board of directors and volunteers at The Strand Theater in Lakewood, NJ. Park Avenue Securities serves a diverse retail client base with brokerage and advisory services, including financial planning, retirement consulting, and business consulting. The firm employs a range of investment strategies through proprietary models, third-party managers, and digital advice platforms, managing approximately $15 billion in regulatory assets under management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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