Beachwood, OH Office

Nicholas Schwitzgebel is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His prior roles include positions at MyShyft, Butler University, Dartmouth College, and Keyfactor. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, serves 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 financial planning, consulting, and access to proprietary and third-party advisory solutions.

Matthew Rosner is a financial advisor with Guardian Life and Park Avenue Securities, holding five years of industry experience. He has been with Guardian Life since 2008 and Park Avenue Securities since 2018. Outside of his advisory work, he is involved in property management through Jaylene Development LLC. Park Avenue Securities, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a blend of advisor-led discretionary management and model-based strategies, supported by proprietary programs, third-party platforms, and access to insurance and alternative investment products.

Jonathan Douglas is a CFP® and ChFC® with 18 years of experience in the financial services industry. He is affiliated with Guardian Life and Park Avenue Securities, where he has worked since 2013. 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, as well as corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies delivered through proprietary and third-party platforms.

John Hollis is a financial advisor with Guardian Life, holding a Series 63 designation and 38 years of industry experience. He has been with Guardian Life since 2012. Outside of advisory work, he serves as president of HaHa Dumpsters LLC and has investments in product innovation ventures. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led management with model-based strategies and provides access to proprietary programs, insurance products, and alternative investments.

Joseph Fleming is a financial advisor with Guardian Life and Park Avenue Securities, holding CFP® and Series 66 credentials and five years of industry experience. His prior work includes nine years at KeyBank. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plan sponsors, and organizations. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting services.

Gregory Morris is a financial advisor at Guardian Life with 39 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Guardian Life since 1988, including 27 years at its advisory arm. Morris also has a history with F & F Financial Advisory Group, where he provided insurance and financial services to individuals, executives, closely held businesses, and property and casualty companies. Guardian Life’s advisory subsidiary, Park Avenue® Wealth Management, serves individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of brokerage and investment advisory services, combining advisor-led discretionary management with model-based strategies and various operational tools to support tailored client relationships.

James Gaudio is a CFP® and holds a Series 66 license, currently associated with Guardian Life and Park Avenue Securities. He has four years of industry experience, including roles at Guardian Life Insurance Company and Lifetime Financial Growth. His background also includes work related to education and camp administration. 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 mix of advisor-led discretionary management and model-based strategies through proprietary programs and third-party platforms, with tailored client relationships that include financial planning, consulting, and access to insurance and alternative investment products.

Daniel Mullaney is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 credentials and bringing 19 years of industry experience. He has been associated with both firms since 2015. Outside of his advisory role, he is involved in fixed insurance activities beyond Guardian Life. 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 range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party programs.

Joshua Lontoc is a financial advisor with Guardian Life and holds Series 63 and Series 66 designations. He has three years of industry experience and previously worked at firms including J.P. Morgan Securities LLC and Thrivent Financial. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through discretionary and non-discretionary mandates, combining advisor-led management with model-based strategies and access to proprietary and third-party platforms.

Joseph Salem is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 designation and 18 years of industry experience. He has spent his career at these firms, serving clients since 2008. Salem is also the author of a personal finance book for young couples, published in May 2019. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, and organizations. The firm offers a range of financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and proprietary programs.

John Geretz is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and bringing 16 years of industry experience. He has worked at Park Avenue Securities since 2014 and with Guardian Life Insurance Company of America since 2013. Park Avenue Securities, 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 combination of advisor-led discretionary management and model-based strategies, along with planning, consulting, and access to proprietary and third-party advisory solutions.

Randall Keller is a financial advisor with Guardian Life, holding a Series 63 designation and 18 years of industry experience. His prior career includes roles at Northwestern Mutual as well as Park Avenue Securities, a subsidiary of Guardian Life, where he currently serves. Outside of finance, he is a partner in Navarre Dentistry, LLC. Park Avenue Securities, doing business as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, with access to proprietary wrap programs, third-party advisory solutions, and insurance products through its connection with Guardian Life.

Jackson Roskow is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Canterbury Country Club, Kent State University, Hamburg Brewing Company, and Orchard Park School District. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client solutions through advisor-led discretionary management, proprietary and third-party model portfolios, and access to insurance products and alternative investments.

John Rutkowski is a financial advisor with Guardian Life in Beachwood, OH, holding a Series 63 designation and 19 years of industry experience. He has been with Guardian Life since 2009 and previously worked at MSI Financial Services, Inc. in 2008. In addition to his advisory role, he acts as an independent insurance agent placing life insurance through a brokerage outside of Guardian Life. Guardian Life, through its subsidiary Park Avenue Wealth Management, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a range of financial planning, consulting, and investment management solutions that include advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Thomas Ulery is a financial advisor with Guardian Life and holds a Series 66 designation. He has 15 years of industry experience, including his current role at Park Avenue Securities since 2011. Outside of his advisory work, he is involved with Probity Finance, LLC, which manages business expenses and payroll for his assistant. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and 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 tailored financial planning and consulting services, combining advisor-led and model-based strategies alongside proprietary and third-party platforms.