Jamestown, NY W Third Street Office

Andrew Nelson is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including prior work at Schaffner Knight Minnaugh & Co., P.C. from 2006 to 2025. Outside of advising, he serves on the Board of Directors for Absolute Love Adoptions, Inc., and provides independent business consulting services focused on strategic planning and organizational development. Guardian Life’s Park Avenue Wealth Management offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofits. The firm combines advisor-led discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.

Samuel Fitch is a financial advisor with Guardian Life and holds a Series 66 designation. He has three years of industry experience and previously worked at Park Avenue Securities. Outside of his advisory role, he serves on the Board of Directors for New Creation Assembly of God and manages bookkeeping and payroll for Bunkys AJS Inc., a business he has been involved with since 1998. 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 discretionary management with model-based strategies and provides access to insurance products, alternative investments, and integrated lending options.

David Allen is a Series 66-licensed advisor with Guardian Life and Park Avenue Securities, bringing two years of industry experience. His background includes roles at SUNY Fredonia EH&S and Moon Brook Country Club, where he has an ongoing non-investment business activity. David is based in Jamestown, NY. Park Avenue Securities, a subsidiary of 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 combination of advisor-led discretionary management and model-based strategies, along with access to proprietary programs, alternative investments, and integrated lending options.

Mark Nelson is a financial advisor at Guardian Life with 30 years of industry experience. He has been with Guardian Life and its related entities since 1995. Outside of his advisory role, Nelson serves as treasurer for a local Masonic Lodge and holds board positions with the Maple Grove Cemetery Association and the Winifred Crawford Dibert Boys and Girls Club of Jamestown. Guardian Life’s 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 and consulting services, utilizing both advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.

Matthew Morse is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience, including positions at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory role, he serves as a board member of the Suicide Prevention Alliance. Park Avenue Securities LLC, 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 investment solutions including advisor-led discretionary management, model-based strategies, and digital advisory portfolios.

Eric Harvey is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and 10 years of industry experience. He has been with Guardian Life since 2015. Outside of his advisory role, he serves on the boards of the Chautauqua Blind Association and the Rotary Club Jamestown Community Service Fund. Guardian Life, through its subsidiary Park Avenue Securities LLC operating as Park Avenue® Wealth Management, 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 and third-party advisory solutions, including insurance products and alternative investments.