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Jerrett K

Series 66

Mayo, FL

Guardian Life

Jerrett Kandzer is a financial advisor at Guardian Life with one year of industry experience. He holds a Series 66 designation and has worked with Guardian Life and Park Avenue Securities since 2025. Outside of his advisory role, Kandzer is vice president of the BNI Gateway FL Chapter, a networking group, and is a 49% owner of MK Designs Co of Florida LLC, a marketing business specializing in logos, websites, and digital media. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, charitable organizations, and corporate clients. The firm offers a range of advisory services, including financial planning and investment programs using proprietary and third-party models.

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

Series 63, Series 65

McAlpin, FL

Primerica Advisors

Taylor Siemon is a financial advisor with Primerica Advisors in McAlpin, FL, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at Paradise Real Estate International and PFS Investments Inc. Siemon also receives compensation for referrals of home security, automation products, and other home-related services through Primerica-affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, offering model-based investment strategies managed by third-party asset managers. The firm supports a large network of advisors and focuses on discretionary portfolio management for individual investors rather than institutional clients.

ESG / Sustainable investing Tax-loss harvesting Income planning
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