Columbus, OH Pulsar Place Office

Jonathan Codispoti is a financial advisor with Legacy Wealth strategies based in Columbus, OH, with 20 years of industry experience. Outside of his advisory work, he serves as Treasurer on the Dublin Football League Board and is a member of the OhioHealth Foundation Executive Committee. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage, advisory, financial planning, and consulting services. The firm employs a variety of investment strategies through proprietary and third-party portfolios and supports both discretionary and non-discretionary account management.

Mark is the Director of Advanced Planning at Legacy Wealth Strategies, a Lifetime Financial Growth Company (LFG). LFG is a regional privately held wealth management firm established in 1969 with offices in 6 states and 10 major metropolitan cities in the mid-central United States. The firm ranks among the top financial services firms in the Guardian Network, with over 300 Financial Professionals, servicing more than 79,000 clients. Mark started his career at Lifetime Financial Growth’s Pittsburgh office in 2012 after graduating from Duquesne University. Mark’s passion is creating holistic and comprehensive planning solutions tailored to his clients’ unique goals and objectives. He is recognized as a Five Star Wealth Manager featured in Fortune Magazine. Mark is also a Retirement Income Certified Professional® (RICP®), a designation earned through The American College of Financial Services. Over the past decade, Mark has been providing comprehensive planning strategies and customized services for medical professionals and closely held businesses. His focus is on preservation of capital, wealth creation, and tax minimization strategies. Mark believes that a truly comprehensive plan requires coordination across all financial domains and areas of someone’s life. With the use of cutting-edge financial technology and innovative financial product design, Mark and his team bring the very best in financial solutions to the clients they serve. Mark has been a guest speaker at medical conferences, medical residency programs, universities, and physician groups. While in Pittsburgh he has served on the board and held the seat as president for his local Chamber of Commerce and Alumni Association. Mark has also performed many leadership roles within LWS and LFG.

Michael Capobianco is a financial advisor at Guardian Life with 19 years of industry experience. He holds Series 63 and Series 66 designations and has worked at several firms including Prudential Insurance Company of America, Santander Bank, and Bank of America. Outside of his advisory work, he is involved in commercial building painting and coating through his ownership of Finished Product Inc. LLC and also works with Uber Eats. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate clients, and charitable organizations. The firm provides tailored financial planning and management strategies combining advisor-led discretionary management with model-based approaches, supported by a range of proprietary and third-party platforms.

Joseph Davidson is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has five years of industry experience, including prior roles at Northwestern Mutual and Old Fort Banking Company. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and advisory services to individuals, businesses, and charitable organizations. The firm provides a range of financial planning and investment solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

John Gardner is a financial advisor with Guardian Life who holds a Series 66 license and has seven years of industry experience. He previously worked at Bank of America and has been with Park Avenue Securities, a subsidiary of Guardian Life, since 2019. Outside of his advisory work, Gardner is a tennis instructor, giving lessons to clients of all ages and abilities. 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 advisor-led discretionary management, model-based strategies, and a variety of financial planning and consulting services.

George Lehmann IV is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 18 years of industry experience. His work history includes roles at Park Avenue Securities and Guardian Life Insurance Company since 2012, as well as previous experience with New England Securities and Stifel. He also sells outside insurance products. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and digital advisory platforms.

Douglas Beebe is a financial advisor with Guardian Life and holds a Series 63 designation. He has 11 years of industry experience and has worked at Park Avenue Securities and Guardian Life Insurance since 2014. Outside of his advisory role, he serves as a trustee of a family living trust. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and investment solutions through a combination of advisor-led discretionary management, model-based strategies, and digital advisory platforms.

Bartosz Warzycha is a financial advisor at Guardian Life with 12 years of industry experience. He holds a Series 63 designation and has worked at Guardian Life since 2016, currently affiliated with Park Avenue Securities. Outside of his advisory role, he serves as Vice President of the Polish American Club of Columbus and has been involved with Advocare since 2013. Park Avenue Wealth Management, a subsidiary of 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 consulting services, combining advisor-led discretionary management with model-based strategies and access to specialized platforms and products.

Matthew Hart is a financial advisor with Guardian Life and holds a Series 63 designation. He has 32 years of industry experience and has worked at firms including LPL Financial, Mass Mutual, and MetLife. Hart is currently based in Columbus, OH, and has been with Guardian Life and Park Avenue Securities since 2024. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, retirement plan sponsors, charitable organizations, and businesses with both brokerage and investment advisory services. The firm combines advisor-led discretionary management with model-based strategies and offers a range of financial planning and consulting solutions tailored to client needs.

Kyle Storey is a financial advisor at Guardian Life with a Series 66 designation and one year of industry experience. His prior work includes 13 years at United Pool Distribution, Inc. Guardian Life, through its subsidiary Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm provides customized financial planning and investment management solutions using both advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments.

Christopher Rohan is a financial advisor with Guardian Life in Columbus, OH. He holds the CFP® and ChFC® designations, along with a Series 66 license, and has 17 years of industry experience. He has been associated with Park Avenue Securities and Guardian Life Insurance Company of America since 2008. 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 tailored client solutions through advisor-led discretionary management, model-based strategies, and a range of proprietary and third-party advisory programs.

David Fisher is a financial advisor at Guardian Life in Columbus, OH, with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guardian Life since 2016. Fisher also manages financial power of attorney responsibilities for a family member and is involved with outside insurance product sales. Guardian Life, through its Park Avenue® Wealth Management subsidiary, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm employs a combination of advisor-led discretionary management and model-based strategies and provides access to proprietary programs, third-party advisory solutions, and a range of financial planning and consulting services.

Todd Statczar is a financial advisor with Guardian Life and holds Series 63 and Series 65 licenses. He has eight years of industry experience, including roles at Park Avenue Securities and Guardian Life. Outside of advising, he assists with financial responsibilities for a commercial cleaning and catering business owned by his spouse. Park Avenue Securities LLC, a 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 combines advisor-led management with model-based strategies and provides varied financial planning, consulting, and access to proprietary and third-party investment solutions.

Andrea Nameche is a financial advisor with Guardian Life in Columbus, OH, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Guardian Life since 2008. Outside of her advisory role, she manages financial and health care power of attorney responsibilities. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm provides tailored client solutions using a combination of advisor-led discretionary management, model-based strategies, and access to proprietary and third-party platforms.

Geno Frissora is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has 12 years of industry experience, including a lengthy tenure at Nationwide Investment Services Corporation. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a blend of advisor-led discretionary management, model-based strategies, and digital advisory solutions tailored to client needs.