David Monk is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Mass Mutual Investors Services, Metlife Securities, Northwestern Mutual Investment Management, and Wells Fargo Clearing. Outside of his advisory work, he participates as a youth and high school sports official, farms and sells ginseng through Marathon Ginseng, and serves as a board member of the Wausau Community Foundation. Park Avenue Securities LLC, a subsidiary of Guardian Life, 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, offering financial planning, consulting, proprietary wrap programs, and digital advisory solutions tailored to client needs.

Theresa Artac is a CFP® and Series 66-registered financial advisor with nine years of industry experience. She is affiliated with Guardian Life and operates through its subsidiary Park Avenue Securities, where she has worked since 2018. Prior to that, she was with Ameriprise Financial Services, Inc. from 2015 to 2018. Park Avenue Securities, 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 investment management solutions, including discretionary and model-based strategies, with access to proprietary programs and third-party platforms.