San Diego, CA Morehouse Drive Office

Jason Giorgio is a CFP®-certified financial advisor with 29 years of industry experience, currently affiliated with Guardian Life and Park Avenue Securities. He has been with Guardian Life since 2008 and holds Series 63 and Series 65 licenses. His role includes occasionally selling life insurance products from select carriers to meet client needs. 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 alongside model-based strategies and a variety of financial planning and consulting solutions.

Tanya Gonzalez is a financial advisor at Guardian Life with eight years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual and Bank of America. Outside of her advisory role, she is involved in managing PURE VIBE LLC, where she oversees operations such as revenue projections and marketing strategy. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and nonprofits. The firm offers tailored client solutions combining advisor-led discretionary management with model-based strategies and access to proprietary and third-party platforms.

Brad Whittelsey is a financial advisor with Guardian Life and holds a Series 66 designation. He has prior experience at Park Avenue Securities, Northwestern Mutual, and Wells Fargo Advisors among other roles. His background includes several years outside finance in the aviation and retail sectors. Park Avenue Securities LLC, a subsidiary of The 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 range of financial planning and consulting services, combining advisor-led discretionary management with model-based strategies and digital advisory solutions.

Bryan Wilczewski is a CFP® and ChFC® credentialed advisor with 19 years of experience in the financial services industry. He is currently with Guardian Life and Park Avenue Securities and has previously worked at firms including Edward Jones, Merrill, and Lord, Abbett & Co. LLC. Outside of his advisory role, he is the owner of Evidentia Group LLC and also conducts independent insurance sales unrelated to Guardian. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, businesses, and organizations. The firm offers a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions, with access to insurance products and alternative investments through its affiliation with Guardian Life.

Sandra Williams is a ChFC® with seven years of experience in the financial services industry. She is currently associated with Guardian Life and Park Avenue Securities, LLC. Outside of her advisory work, she is a business coach at The W Coaching Group, Inc. and a published author. 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 customized financial planning and a range of investment solutions, including proprietary wrap programs, model-based discretionary management, and digital advisory services.

Thomas Keener is a financial advisor with Guardian Life and Park Avenue Securities, holding a ChFC® designation and Series 63 and 65 licenses. He has 28 years of industry experience. Outside of his advisory role, he is licensed to sell insurance products beyond those offered by Guardian Life. 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, combining advisor-led discretionary management with model-based strategies across proprietary and third-party platforms.

Chau Lai is a CFP® and ChFC® with 28 years of experience in the financial services industry. He is currently with Guardian Life and Park Avenue Securities, where he has worked since 1999 and 2002, respectively. Outside of his advisory role, he serves as Vice Chair of the Philanthropy Committee on the UC San Diego Alumni Board. 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 a combination of advisor-led discretionary management and model-based strategies through proprietary and third-party platforms, with services tailored by investment adviser representatives to meet diverse client needs.

Kim Mahoney is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 66 licenses and 14 years of industry experience. He has served in the US Marine Corps Reserves since 2008. Mahoney is a board member of the Exit Planning Institute San Diego Chapter and volunteers as an advisor to the Owners in Honor Veteran Charity Board. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers both advisor-led discretionary management and model-based strategies, combining proprietary programs with third-party platforms to tailor client relationships.

Alisa Le is a financial advisor with Guardian Life and holds a Series 66 designation. She has 18 years of industry experience and has worked at both Park Avenue Securities and Guardian Life Insurance Company since 2006. Outside of her advisory role, she works as an independent insurance broker. 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 a range of financial planning and advisory solutions, combining advisor-led discretionary management with model-based strategies through proprietary and third-party platforms.

Douglas Brauer is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and possessing 29 years of industry experience. He has been with Guardian Life and Park Avenue Securities since 2013 and has been self-employed since 1993. Outside of advisory work, he provides LegalShield coverage to business owners and clients for estate planning documents and serves on the Endowment Committee of St. Matthew Lutheran Church. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, high-net-worth clients, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers a combination of advisor-led discretionary management, model-based strategies, and digital advisory solutions, along with access to proprietary and third-party investment platforms.

Gagandeep Sahni is a financial advisor with Guardian Life, holding Series 63 and Series 65 licenses and over 30 years of industry experience. He has held roles at Park Avenue Securities and Guardian Life since 2012. Outside of his advisory work, Sahni is active in interfaith community organizations, serving as President of the InterReligious Council San Diego and as President and co-founder of The Sach Foundation, and participates in educational initiatives including speaking on Sikhism and serving on the Del Mar School Education Foundation board. 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 and model-based investment management, access to proprietary and third-party platforms, and integrates insurance and alternative investment solutions.

Brett Keener is a CFP® professional with 24 years of industry experience, currently serving at Guardian Life and its subsidiary Park Avenue Securities. He has held roles at Guardian Life since 2015 and is licensed to sell insurance with multiple companies beyond Guardian. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and advisory services to individuals, retirement plan sponsors, and organizations, offering both advisor-led discretionary management and model-based strategies through proprietary and third-party platforms.