Honolulu, HI Ala Moana Blvd Office

Michael Robertson is a Series 66-licensed advisor with six years of industry experience. He is currently affiliated with Park Avenue Securities and Guardian Life Insurance Company. Prior to his financial services career, he worked at Halekulani Hotel for six years. Park Avenue Securities serves a diverse retail client base through brokerage and advisory services, offering proprietary and third-party investment programs, financial planning, and consulting. The firm manages approximately $15 billion in regulatory assets with a broad network of advisors and provides both discretionary and non-discretionary account management options.

John Yu is a financial advisor at Primerica Advisors with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Park Avenue Securities and Guardian since 2014. Outside of his advisory role, he is also involved in independent insurance sales. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and fee-based advisory services, utilizing proprietary and third-party investment strategies with a range of account-level services.

Taylor Wong is a Series 66-licensed financial advisor with Primerica Advisors, based in Honolulu, HI, and has 12 years of industry experience. He has worked at Park Avenue Securities since 2012 and Guardian Life Insurance Company since 2011. Outside of his advisory work, Wong manages multiple rental properties in Texas. Primerica Advisors serves a broad retail client base including individual and high-net-worth investors, offering brokerage and advisory services alongside financial and retirement planning. The firm uses a combination of proprietary and third-party investment strategies across various account types and supports lending and credit solutions tied to advisory accounts.

Roxanna Kiessling is a financial advisor with Primerica Advisors, holding a Series 66 credential and four years of industry experience. She has worked at Park Avenue Securities since 2021 and Guardian Life Insurance Company since 2020. Kiessling serves as Public Relations Director for the Rotary Club of East Honolulu and holds leadership roles on the boards of Na Wahine Pa'ani o Punahou and Organization of Women Leaders Hawaii. Park Avenue Securities LLC serves a broad retail client base with both brokerage and advisory services, offering proprietary model portfolios, third-party investment options, and financial planning solutions. The firm supports various investment strategies and account services for individual and institutional clients.

Chui Shan Rosetta Li is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. Her career includes over a decade at Prudential Insurance Company of America and related entities. Park Avenue Securities, a subsidiary of Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, including high-net-worth clients, as well as pension plans, charitable organizations, and corporate clients, utilizing a combination of proprietary and third-party investment strategies.

Marko Mijuskovic is a financial advisor with Primerica Advisors who holds Series 63 and Series 66 licenses and has 19 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company of America since 2007. Outside of his advisory role, he is involved in Business Solutions, LLC, where he assists with business processes and management selection, and offers an identity theft recovery and restoration program through LibertyID. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, providing both brokerage and advisory services. The firm utilizes a combination of proprietary model portfolios, third-party managers, and digital advice solutions, supporting a range of investment strategies and account-level services.

Dunavan Hahn is a Series 66-licensed financial advisor with Primerica Advisors, based in Honolulu, HI, and has four years of industry experience. He previously worked at Park Avenue Securities and Guardian Life Insurance Company, and has experience in insurance sales as an independent contractor. Outside of finance, he has worked with Elite Parking Services in a valet role. Park Avenue Securities LLC serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across various asset classes and account management options.

Keoni Medeiros is a financial advisor with Guardian Life and holds a Series 66 designation. He has experience in financial services beginning in 2024, including roles at Guardian Life, HomeLight Home Loans, and Park Avenue Securities. Medeiros is based in Honolulu, HI. Park Avenue Securities LLC, where he currently works, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

Christina Oh is a financial advisor with Primerica Advisors and holds the CFP® and ChFC® designations, along with a Series 66 license. She has 12 years of industry experience, including roles at Guardian Life Insurance Company and Park Avenue Securities. Outside of her advisory work, she serves in the Hawaii Army National Guard and operates an online bedding products business. She is affiliated with Park Avenue Securities LLC, which serves a broad retail client base through both brokerage and advisory services. The firm offers proprietary and third-party investment programs, financial planning, and consulting services, managing approximately $15 billion in regulatory assets under management.

Michael Staggs is a financial advisor with Primerica Advisors based in Honolulu, HI, holding Series 63, 65, and 66 licenses and bringing 19 years of industry experience. He has worked at Park Avenue Securities and Guardian since 2009. Outside of his advisory role, he is involved in managing a family real estate-related business through Koa Partners LLC. Park Avenue Securities serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing proprietary and third-party investment strategies across various account types and supports a range of financial planning and consulting solutions.

Samantha Haas is a financial advisor at Guardian Life with five years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Park Avenue Securities. Haas serves on the boards of Friends of CASA Hawaii and the Hawaii Economic Association. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients.

Spencer Dung is a CFP® with 13 years of industry experience, currently associated with Primerica Advisors in Honolulu, HI. His career includes roles at Park Avenue Securities and Guardian Life Insurance Co. of America since 2018, as well as prior positions at Foresters Financial Services and Foresters Advisory Services. He serves on the boards of several nonprofit organizations, including the Richard T. Blount Educational Foundation, NAIFA Hawaii, Make-A-Wish Hawaii Young Leaders Board, and is Vice President of the Friends of the University of Hawaii Cancer Center. Primerica Advisors serves a diverse retail client base with a combination of brokerage and advisory services, offering proprietary and third-party investment programs alongside financial and retirement planning. The firm employs a range of investment strategies, including model portfolios and alternative investments, supporting both discretionary and non-discretionary account management.

Kelly Eng is a CFA® charterholder with eight years of industry experience, currently serving as a financial advisor at Guardian Life in Honolulu, HI. Her prior experience includes roles at Park Avenue Securities and Guardian Life Insurance Company. In addition to her advisory work, she is involved in selling disability insurance to health professional students. Kelly works with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which provides brokerage and advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of investment advisory programs and financial planning services, including both discretionary and non-discretionary management options.

Vladimir Sasic is a financial advisor at Guardian Life with 20 years of industry experience. He holds the CFP® and ChFC® designations, as well as Series 66 and Series 63 licenses. His work history includes long-term roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved in several business ventures, including ownership in a bookkeeping firm and a minority interest in a construction company, as well as operating a business that assists foreign nationals in establishing US operations. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and various investment advisory programs. The firm offers discretionary and non-discretionary advisory relationships and features proprietary and third-party managed model portfolios.

Bryan Nakamoto is a CFP® with 23 years of experience in the financial services industry. He is currently affiliated with Primerica Advisors and has previously worked at Park Avenue Securities, Guardian Life Insurance Company, Securities America Advisors, and J.W. Cole Advisors. Nakamoto is also the owner of Spectrum Wealth Management, LLC, through which he maintains a separate advisory business. Primerica Advisors serves a diverse retail client base, offering both brokerage and fee-based advisory services along with financial and retirement planning. The firm employs a range of investment strategies including proprietary models, third-party managers, and digital advice solutions.