Jennifer Mc Grogan is a financial advisor at Guardian Life with a Series 66 designation and four years of industry experience. She has worked with Park Avenue Securities and Guardian Life Insurance Company since 2020. Outside of her advisory role, she is a co-owner of an e-commerce business and leads the Young Philanthropists group at Impact 100, organizing networking events and hosting quarterly meetings. Guardian Life, through its subsidiary Park Avenue Wealth Management, provides brokerage and advisory services to individuals, retirement plan sponsors, and charitable organizations. The firm offers customized financial planning and investment management using proprietary and third-party platforms, combining advisor-led discretionary management with model-based strategies.

Miles Arvidson is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has 17 years of industry experience and has worked at firms including Aegis Capital Corp. and A.G.P. / Alliance Global Partners. He is currently affiliated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions, combining advisor-led discretionary management with model-based strategies and access to insurance products and alternative investments through its connection with Guardian Life.

David Pugliese is a Series 66-licensed financial advisor with Guardian Life, based in Woodcliff Lake, NJ, and has 10 years of industry experience. He has held roles at Park Avenue Securities and Guardian Life Insurance Company since 2015. Outside of his advisory work, he is involved in fee-based business and estate consulting through Planning Alliance Consulting and has authored essays intended for publication. 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 combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with tailored client relationships that include financial planning, consulting, and access to insurance and alternative investments.

Kenneth Alter is a financial advisor with Guardian Life who holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has worked extensively with Park Avenue Securities and Guardian Life Insurance Company throughout his career. Outside of his advisory role, he operates Planning Alliance Consulting LLC, providing fee-based consulting for businesses and estates. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm uses a combination of advisor-led discretionary management and model-based strategies, providing tailored financial planning and consulting through proprietary and third-party platforms.

Gregory Hubbard is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Guardian Life and Park Avenue Securities. He has worked extensively within Guardian-related firms since 2001. Outside of his advisory role, he is involved in fee-based consulting for business and estate planning through Planning Alliance Consulting, LLC. 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 investment solutions.

Aidan Kokodynski is a CFA® and holds a Series 66 license with experience beginning in 2026. He is currently associated with Guardian Life and Park Avenue Securities. His prior roles include positions at Nexamp, Inc., Siharum Advisors, LLC, and Northwestern Mutual. 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 combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments through its connection with Guardian Life.

Michael Mccaffrey is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with Guardian Life and its affiliate, GUARDIAN LIFE INSURANCE CO of AMERICA, since 2011, and previously worked at International Planning Alliance, LLC from 2000 to 2011. 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 uses a combination of advisor-led discretionary management and model-based strategies, along with proprietary and third-party platforms, to tailor client relationships and provide access to insurance products and alternative investments.

Salvatore Petruzzellis is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 44 years of industry experience, including a long tenure with Guardian Life and related entities, as well as International Planning Alliance, LLC. His other business activities include the sale and servicing of insurance products such as life, disability, group, medical, and annuities. Park Avenue Securities, 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, along with access to proprietary and third-party advisory solutions.

Paul Russotto is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with both firms across multiple periods since 2013. Outside of his advisory roles, Russotto serves as President of Matawan LeTip, a non-investment-related organization. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, 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 insurance products, alternative investments, and a range of consulting and financial planning services.

Melanie Werling is a financial advisor with Guardian Life and holds a Series 66 designation. She has 17 years of industry experience, including long-term roles at Guardian Life and Park Avenue Securities. Additionally, she is a commissioned Notary Public. She is affiliated with Park Avenue Wealth Management, a subsidiary of Guardian Life that serves individuals, retirement plans, charitable organizations, and businesses through a combination of advisor-led discretionary management and model-based strategies. The firm offers comprehensive financial planning and consulting services alongside access to insurance products and alternative investments.

Anju Sharma is a financial advisor with Guardian Life who holds Series 63 and Series 65 designations and has 19 years of industry experience. She has held various roles at Guardian Life and Park Avenue Securities since 2012, and previously worked at PRUCO Securities. Outside her advisory work, she serves as co-trustee on a family trust. Guardian Life’s Park Avenue® Wealth Management offers brokerage and advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing clients with tailored financial planning and access to a range of proprietary and third-party investment solutions.

Laurie Goldsmith Heitner is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. She has been with Guardian Life in various capacities since 1992 and is engaged in the sale of insurance products related to employee benefits, pension planning, and life insurance through a sole proprietorship. Park Avenue Securities, 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 range of advisory and financial planning services, combining advisor-led management with model-based strategies and access to insurance and alternative investment products through its connection with Guardian Life.

Steven Fishman is a financial advisor with Guardian Life in Woodcliff Lake, NJ, holding a Series 63 designation and 42 years of industry experience. His career includes long-term roles at Kestra Financial Services and Kestra Investment Services, along with multiple periods at Park Avenue Securities and Guardian Life. Fishman is involved with the Jewish Community Foundation of Metrowest, NJ, assisting in the management of life insurance policies donated to the foundation. 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 a range of financial planning and consulting services tailored to client needs.

Nochum Wilner is a financial advisor with Guardian Life holding a Series 66 credential and 15 years of industry experience. He has worked extensively with Guardian Life and Park Avenue Securities over the past decade. Outside of his advisory role, Wilner provides tax preparation services through Wilner Wealth Strategists LLC and serves as secretary on the board of Congregation PNAM Inc. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm employs a combination of advisor-led discretionary management and model-based strategies, providing clients with access to proprietary programs, third-party solutions, and integrated insurance and alternative investment products.

Scott Martin is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including roles at Park Avenue Securities and Guardian Life. Prior to his advisory career, he worked in the food service industry and spent several years as a student. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm provides financial planning and consulting through a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions.

David Alter is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has extensive tenure at Guardian Life and previously with International Planning Alliance, LLC. Outside of his advisory work, he is involved in completing a graphic novel intended for adaptation into a major motion picture. Park Avenue Securities LLC, 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, charitable organizations, and businesses. The firm provides a combination of advisor-led discretionary management and model-based strategies, alongside financial planning, consulting, and access to proprietary and third-party investment solutions.

Richard Kintzing Sr. is a Series 66 licensed financial advisor with four years of industry experience, currently with Guardian Life. His prior work history includes roles at Park Avenue Securities, Certified Financial Services, and positions in healthcare-related organizations. He is the president of a LeTip chapter, a business networking group. He works with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and 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 investment platforms.

Jeffrey Ward is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes multiple roles at Guardian Life and Park Avenue Securities since 2014, as well as prior experience with Mass Mutual Investors Services and New England Securities. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, including high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm integrates advisor-led discretionary management with model-based strategies and provides a range of financial planning, consulting, and proprietary investment solutions.

James Moore is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked with Guardian Life in various capacities since 2015 and serves as a trustee for the Hillsborough Jr Raiders Sports nonprofit as well as a board member for the Somerset County 200 Club. 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 offers a range of financial planning, consulting, and model-based investment management solutions tailored by advisors to meet client needs.

Joseph Block is a financial advisor with Guardian Life and holds a Series 66 designation. He has 13 years of industry experience, including roles at Park Avenue Securities, Sunbridge Capital Partners, Foreside Fund Services, Fiera Capital Inc., and City National Rochdale. He is based in Woodcliff Lake, NJ. 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 range of financial planning, consulting, and investment management solutions through proprietary and third-party platforms.

Brian Dragotto is a Series 66-licensed financial advisor with Guardian Life, bringing 10 years of industry experience. His career includes roles at Park Avenue Securities and Bank of America, among others. Outside of advising, he contributes articles for the International Planning Alliance aimed at clients and prospective clients. Park Avenue Securities, where he is affiliated, provides brokerage and investment advisory services to individuals, corporate clients, and retirement plan sponsors. The firm offers both advisor-led discretionary management and model-based strategies, integrating proprietary and third-party platforms to tailor client relationships.

Craig Castner is a financial advisor with Guardian Life and holds a Series 63 designation. He has 24 years of industry experience, including roles at Park Avenue Securities, Cetera Advisor Networks, and American Funds. Additionally, he manages Actuarial Retirement Services LLC, which provides 401(k) plan setup and maintenance for small business owners. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, retirement plan sponsors, charities, and businesses. The firm delivers tailored client solutions through advisor-led discretionary management and model-based strategies, combining proprietary programs with third-party platforms and providing access to insurance products and alternative investments.