Lake Oswego, OR Centerpointe Drive Office

Mark Brady is an advisor at Guardian Life and holds the Series 66 designation. He has experience working with Guardian Life Insurance Company, Park Avenue Securities, Westpac Wealth Partner, and BlackRock, among others. His background includes roles in wealth management and financial services across multiple firms over several years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients through a variety of brokerage, financial planning, and investment advisory services.

Matthew Tabor is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has two years of industry experience and previously worked at Guardian Life Insurance Company and Myatt & Bell, P.C. Additionally, he is licensed as an attorney with the Oregon State Bar Association. Primerica Advisors serves a diverse retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, featuring proprietary and third-party investment programs along with financial planning and consulting solutions.

Bryan Briand is a financial advisor with Primerica Advisors in Portland, OR, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has worked extensively with Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is a licensed real estate agent and is involved with LibertyID, a service focused on identity theft protection. Park Avenue Securities LLC serves a diverse retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party platforms, managing approximately $15 billion in regulatory assets under management.

Kristen Klocko is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Fisher Investments and Park Avenue Securities. Outside of her advisory work, she also works as a bartender in Portland, OR. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients by providing brokerage services, financial planning, and a range of investment advisory programs.

Jeffrey Pawlowski is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and possessing 37 years of industry experience. He has been affiliated with Park Avenue Securities and Guardian Life Insurance Company since 2009. Outside of his advisory role, he serves as a board member of The Heatherington Foundation for Innovation & Education in Health Care, Inc. Park Avenue Securities LLC serves a broad retail clientele 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 lending and tax management features.

Michael Tilton is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63, 65, and 66 credentials and bringing 12 years of industry experience. His background includes roles at 4D Inc. and FileMaker, as well as periods of self-employment. Park Avenue Securities LLC, a wholly owned subsidiary of The Guardian Life Insurance Company of America, offers brokerage services, financial planning, and investment advisory programs to individuals, pension plans, charitable organizations, and corporate clients. The firm provides both discretionary and non-discretionary advisory solutions, including a hybrid digital platform and access to model portfolios from various managers.

Matthew Lesher is a financial advisor with Primerica Advisors and holds a Series 66 designation. He has one year of industry experience and previously worked at Corcoran Prime and The Agency, Inc. Outside of his advisory role, he serves as a board member for the Deerfield Park Homeowners Association. 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 advisory services, featuring proprietary model portfolios and third-party investment platforms with discretionary and non-discretionary management options.

Daniel Grubbs is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 designations and five years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities, where he currently maintains a role. Outside of advising, he is also an insurance broker for products other than Guardian. Park Avenue Securities serves a broad 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 multiple platforms.

Rachel Novak is a Series 66 licensed advisor with Primerica Advisors, based in Portland, OR, and has nine years of industry experience. She has worked at Guardian Life Insurance Company and Park Avenue Securities, where she has been active since 2012. Outside of her advisory role, she is involved with Liberty ID, a service assisting clients with identity theft protection. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a range of investment strategies through proprietary portfolios and third-party managers, supporting both discretionary and non-discretionary accounts.

Asa Rowlett is a financial advisor with Guardian Life in Lake Oswego, OR, holding Series 65 and Series 63 credentials and one year of industry experience. Prior to joining Guardian Life and its subsidiary Park Avenue Securities, he operated Asa Rowlett LLC for 11 years. He is also involved in a non-investment business consulting activity under P&C Business Consulting. Park Avenue Wealth Management, a wholly owned subsidiary of The Guardian Life Insurance Company of America, serves a diverse client base including individuals, pension plans, and charitable organizations. The firm offers brokerage services, financial planning, retirement consulting, and both proprietary and third-party investment advisory programs.

James Cameron is a financial advisor with Primerica Advisors in Lake Oswego, OR, holding Series 63 and Series 65 licenses and eight years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Principal Securities Inc, and American Fidelity Educational Services. Outside of his advisory work, he is a part owner of Apex Golf Club, a simulator golf business in Portland, OR. Primerica Advisors serves a broad retail client base, offering both brokerage and advisory services along with financial planning and consulting. The firm employs a range of investment strategies through proprietary and third-party models, supporting various account types and additional services such as securities-based lending.

Ryan Myers is a financial advisor with Primerica Advisors based in Tualatin, OR, holding Series 63 and Series 66 licenses and four years of industry experience. His prior work includes roles at Guardian Life Insurance Company, Park Avenue Securities, Pinnacle Financial, Pioneer Insurance Group, Liberty Mutual, and Clear Home. Outside of advisory work, he is involved in several non-investment activities, including consulting on Employee Retention Credit filings and sales for a solar company. Park Avenue Securities serves a broad retail client base with both brokerage and advisory services, offering a range of proprietary and third-party investment programs. The firm manages accounts through various strategies and platforms, including discretionary and non-discretionary management, and supports services such as lending solutions and donor-advised funds.