Indianapolis, IN Keystone Crossing Office

Team
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Guardian Life

Enterprise

Firm-wide stats for Guardian Life

Total advisors

1,911

Across 509 offices

Clients per advisor

42 Low

Avg AUM per client

$230,599 Low

HNW client ratio

22% Typical

About

Park Avenue Securities LLC, doing business as Park Avenue® Wealth Management and a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides both brokerage and investment advisory services to individuals (including high‑net‑worth clients), corporate and retirement plan sponsors, charitable organizations, and businesses. Its network of investment adviser representatives offers financial planning, subscription‑based and ongoing consulting, group financial education, and access to proprietary wrap programs as well as select third‑party advisory solutions.

The firm combines advisor‑led discretionary management with model‑based strategies delivered through proprietary programs and third‑party platforms, using Envestnet for overlay and administrative services and Pershing for custody and clearing; it also offers a digital advisory solution (VestWise) with model portfolios from Franklin Advisers. Client relationships are tailored by IARs who may implement discretionary or non‑discretionary mandates, coordinate ERISA‑related retirement plan services, and provide tax‑sensitive or subscription business planning and consulting support.

Noteworthy features disclosed in the brochure include an established connection with Guardian Life that provides access to insurance products and certain alternative investments, use of the iCapital alternative‑investment platform and a disclosed relationship involving Hamilton Lane warrants held by GLIC. The firm also highlights less common operational offerings — a vendor‑owned Fiscalyze business consulting tool used by some IARs, an array of integrated lending options (non‑purpose loans, SBLOCs, BNY Mellon credit and mortgage programs), and recent program changes such as closing its Foundations SM and Quantitative Innovations SM programs to new investors effective January 31, 2026.

Based on Guardian Life

Expertise

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy

Based on Guardian Life

Occupation focus

Founder/Business Owner Executive Financial Professional

Based on Guardian Life

Demographic focus

Approaching retirement Established Professionals Mid-Career Professionals

Based on Guardian Life

Location

9000 Keystone Crossing, Suite 300

Indianapolis IN 46240

Advisors at this office

10

Advisors at this office

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Jonathan B

Series 63, Series 65

Indianapolis, IN

Guardian Life

Jonathan Benham is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. He has 22 years of industry experience, having worked at firms including Park Avenue Securities, Bischoff Wealth Management Group, MASS MUTUAL, Morgan Stanley, Wells Fargo Clearing, and Merrill. Based in Indianapolis, IN, he has been with Guardian Life and its subsidiary Park Avenue Securities since 2026. Park Avenue Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, 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 access to insurance products, alternative investments, and a range of financial planning and consulting services.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Ali A

ChFC®, Series 63, Series 65

Indianapolis, IN

Guardian Life

Ali Abdul Rahman is a financial advisor with Guardian Life in Indianapolis, IN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including long-term roles at Guardian Life and its affiliated entities since 1989, and has been with Park Avenue Securities since 2022. 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 provides a range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Ryan A

Series 63, Series 65

Indianapolis, IN

Guardian Life

Ryan Appelhans is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and 16 years of industry experience. His prior firms include Equitable Advisors and The Prudential Insurance Company of America. Appelhans is also actively involved as an insurance agent with National Life and Lakeshore Financial Group. He is affiliated with Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, which offers brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm provides tailored client solutions combining advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Patrick L

Series 66

Indianapolis, IN

Guardian Life

Patrick Lee is a financial advisor with Guardian Life and Park Avenue Securities. He holds a Series 66 designation and has been working in the industry since 2023. Prior to his current roles, he has experience in education at several institutions including the University of Cincinnati and Florida Atlantic University. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm offers both advisor-led discretionary management and model-based strategies, incorporating proprietary programs and third-party platforms to tailor client relationships and services.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Benjamin C

Series 66

Indianapolis, IN

Guardian Life

Benjamin Cota is a financial advisor with Guardian Life, holding a Series 66 designation and eight years of industry experience. He previously worked at Charles Schwab & Co., Inc. for eight years and has been with Park Avenue Securities, a subsidiary of Guardian Life, since 2026. Park Avenue Securities LLC 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 proprietary and third-party investment programs.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Nicholas B

Series 66, Series 63

Indianapolis, IN

Guardian Life

Nicholas Brehmer is a financial advisor with Guardian Life and holds Series 66 and Series 63 licenses. He has 18 years of industry experience, including prior roles at Churchill Management and TD Ameritrade. Park Avenue Securities LLC, where he serves, is a wholly owned subsidiary of The Guardian Life Insurance Company of America that provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers a range of tailored financial planning and investment management solutions, combining advisor-led discretionary management with model-based strategies and digital advisory platforms.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Bradley W

ChFC®, Series 63, Series 66

Indianapolis, IN

Guardian Life

Bradley Wethington is a financial advisor with Guardian Life based in Indianapolis, IN, holding the ChFC® designation and Series 63 and 66 licenses. He has 14 years of industry experience, including roles at Park Avenue Securities and SIHO Insurance Services. Outside of advisory work, he serves on the Indiana Board of Directors for NAIFA. Guardian Life’s subsidiary, Park Avenue Securities, provides brokerage and advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers tailored client solutions combining discretionary management and model-based strategies, with access to proprietary programs, insurance products, and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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Kevin B

ChFC®, Series 63

Indianapolis, IN

Guardian Life

Kevin Bell is a ChFC® credentialed financial advisor with Guardian Life, based in Indianapolis, IN. He has 44 years of industry experience and has worked with Guardian Life and its affiliated companies since 1992. Outside of his advisory role, Bell is involved in continuing education presentations for agents and CPAs, serves on NAIFA’s national audit committee, and participates in Indiana’s Insurance Producer Education and Continuing Education Advisory Council. Guardian Life’s subsidiary, Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, alongside diverse planning and consulting services tailored by its network of investment adviser representatives.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Cally E

Series 65, Series 63

Indianapolis, IN

Guardian Life

Cally Elkin is a financial advisor at Guardian Life with two years of industry experience. She holds Series 65 and Series 63 licenses. Outside of her advisory work, she is involved in the hospitality industry as a restaurant server at Taxman Brewing Company. 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 access to proprietary wrap programs, third-party advisory solutions, and digital advisory tools.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
user avatar

Brett M

CFP®, Series 63, Series 66

Indianapolis, IN

Guardian Life

Brett Mock is a CFP® professional affiliated with Guardian Life and Park Avenue Securities, with 11 years of industry experience. His background includes roles at Northwestern Mutual Wealth Management and Charles Schwab, as well as legal practice through Brett A Mock Esq. He serves on the Valparaiso University Customer Experience Program Advisory Board. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, corporations, and charitable organizations. The firm integrates advisor-led discretionary management and model-based strategies, providing tailored financial planning, retirement plan services, and access to insurance and alternative investments.

Business exit / sale strategy Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Financial Professional Approaching retirement Established Professionals Mid-Career Professionals
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