Reston, VA Office

Team
Updated today
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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

11600 Sunrise Valley Drive, Suite 100

Reston VA 20191

Advisors at this office

20

Advisors at this office

user avatar

Kenneth S

CFP®, Series 63, Series 65

Reston, VA

Guardian Life

Kenneth Shall Jr. is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Guardian Life and Park Avenue Securities. His professional background includes longstanding roles at both firms since 2016, as well as operating an independent insurance agency since 2001. He is also commissioned as a notary and engages in outside sales for other life and health insurance companies. 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, charitable organizations, and businesses. The firm offers tailored financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party investment 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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Jack I

Series 66

Reston, VA

Guardian Life

Jack Island is a financial advisor at Guardian Life with a Series 66 credential and three years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance. Outside the financial sector, he has worked in hospitality and service roles at Bushel and a Peck Kitchen and Bar, Konstantine's Greek Taverna, and the Virginia Tech Golf Course. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, charitable organizations, and businesses. The firm uses a combination of advisor-led discretionary management and model-based strategies, supported by proprietary programs and third-party platforms, to tailor client relationships across various mandates 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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Mary R

ChFC®, Series 63, Series 65

Reston, VA

Guardian Life

Mary Reilly Will is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation along with Series 63 and Series 65 licenses. She has 38 years of industry experience, including over three decades with Guardian Life. Outside of her advisory role, she serves as a trustee and executrix of her mother’s estate. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, businesses, and charitable organizations. The firm offers tailored financial planning, discretionary management, and access to proprietary and third-party investment 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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Lisa G

Series 66

Reston, VA

Guardian Life

Lisa Gilland is a financial advisor with Guardian Life and holds a Series 66 designation. She has one year of industry experience, including prior work at Financial Growth Partners and a 13-year tenure at Grant Thornton. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through both discretionary management and model-based strategies, supported by proprietary programs 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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Brian W

Series 66

Reston, VA

Guardian Life

Brian Wobensmith is a financial advisor with Guardian Life in Reston, VA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Virginia Tech, Clark Construction, and Genco Shipping & Trading. He is also involved in insurance sales outside of Guardian Life on a limited basis. Guardian Life’s affiliate, Park Avenue Securities LLC, offers brokerage and advisory services to individuals—including high-net-worth clients—corporate and retirement plan sponsors, and charitable organizations. The firm combines discretionary management with model-based strategies and provides 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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Joseph H

Series 66

Reston, VA

Guardian Life

Joseph Holinka IV is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and has worked at Park Avenue Securities, Guardian Life Insurance Company, and several other firms. Outside of his advisory role, he is involved with Green Cloud Consulting LLC, which provides back office and administrative services. Park Avenue Securities LLC, a subsidiary of 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 proprietary and third-party solutions tailored to client needs.

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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Madison C

Series 66

Reston, VA

Guardian Life

Madison Cappas is a financial advisor at Park Avenue Securities, a subsidiary of Guardian Life, holding a Series 66 designation with three years of industry experience. Prior to joining the firm, Madison worked at Total Wine & More and held positions in education at Fairfax County Public Schools, Great Lakes Academy, and Miami University. Park Avenue Securities 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 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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Christopher M

ChFC®, Series 65, Series 66

Reston, VA

Guardian Life

Christopher Milligan is a financial advisor with Guardian Life, holding the ChFC® designation along with Series 65 and Series 66 licenses. He has 25 years of industry experience, including over two decades with Park Avenue Securities and Guardian Life. Outside of his advisory role, he also sells long-term care insurance and group and individual health benefits, and manages an LLC related to his insurance activities. Park Avenue Securities LLC, 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 relationships through both discretionary and non-discretionary management, combining proprietary and third-party investment solutions with access to 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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William S

ChFC®, Series 63, Series 65

Reston, VA

Guardian Life

William Shelton Jr. is a ChFC® with 49 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has held various roles within Guardian Life since 2013 and Park Avenue Securities since 2022. He is also involved in the solicitation and sale of insurance products including long-term care, fixed annuities, disability income, and health insurance. 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, charitable organizations, and businesses. The firm offers advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, complemented by access to 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
user avatar

Corey L

Series 66

Reston, VA

Guardian Life

Corey Laprade is a financial advisor with Guardian Life and holds a Series 66 credential. He has 18 years of industry experience with roles at firms including Merrill, TD Ameritrade, and various wealth management practices. Outside of his advisory work, he has been involved in an automotive products business for over a decade. Park Avenue Securities LLC, where he also operates, provides brokerage and advisory services to individual, corporate, and institutional clients. The firm combines discretionary and model-based investment strategies and offers financial planning, consulting, and access to proprietary and third-party 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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Jeffrey C

Series 66

Reston, VA

Guardian Life

Jeffrey Clark is a financial advisor at Guardian Life with 23 years of industry experience. He holds a Series 66 designation and has worked at both Guardian Life Insurance Company and Park Avenue Securities since 2003. Outside of his advisory role, he is the CEO, President, and Treasurer of Clark Operating Company. Park Avenue Securities, 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 tailored client relationships through a combination of advisor-led management, model-based strategies, and digital advisory solutions, with access to 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
user avatar

Owen M

Series 66

Reston, VA

Guardian Life

Owen Marshall is a financial advisor with Guardian Life and holds a Series 66 credential. He has one year of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory work, he is involved in baseball coaching and instruction at Diamond Heroes Baseball in Fairfax, VA. Park Avenue Securities LLC operates as Park Avenue® Wealth Management, offering brokerage and investment advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary programs, third-party advisory solutions, and integrated lending options.

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

Matthew V

Series 63, Series 65

Reston, VA

Guardian Life

Matthew Vahue is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked with Guardian Life and Park Avenue Securities in various roles since 2016. Outside of his advisory work, he volunteers as a youth soccer coach with the Virginia Soccer Association and is involved in life coaching through Campfire Culture. Matthew works with Park Avenue® Wealth Management, a subsidiary of The Guardian Life Insurance Company of America, which 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 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
user avatar

Sarah C

CFP®, ChFC®, Series 66

Reston, VA

Guardian Life

Sarah Cato is a CFP®, ChFC®, and Series 66-registered advisor with 21 years of industry experience. She is currently affiliated with Guardian Life and Park Avenue Securities, where she has worked since 2010. In addition to her advisory role, she serves on the board of The ARC and operates Cato Advisory, LLC, which supports dental transition consulting. Park Avenue Securities LLC, 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 advisor-led discretionary management and model-based strategies, combining proprietary programs with third-party platforms and tailored client 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
user avatar

Justin H

Series 66

Reston, VA

Guardian Life

Justin Hurley is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience, including prior roles at Financial Growth Partners and KPMG. Outside of his advisory work, he operates Hurley Tax Preparation Services, which provides tax services to individuals and small businesses. Park Avenue Securities LLC, where he is affiliated, offers brokerage and investment advisory services to a variety of clients, including individuals, corporate and retirement plan sponsors, and charitable organizations. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party investment 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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