Scottsdale, AZ E Raintree Drive 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

9336 E Raintree Drive, Suite 110

Scottsdale AZ 85260

Advisors at this office

10

Advisors at this office

Creighton H

CFP®, ChFC®, Series 63

Scottsdale, AZ

Guardian Life

Creighton Hardy is a CFP®, AEP®, CEPA® and ChFC® with 11 years of experience in the financial services industry. Our fees are based upon the value that we can create and complexity not assets necessarily unless we engage in asset management services. He is currently a Partner & Wealth Advisor at WestPac Wealth Partners after Exiting his own firm Hardy Wealth Management WestPac Wealth Partners an OSJ with Park Avenue Wealth Management, a subsidiary of Guardian Life, and previously worked at Northwestern Mutual for several years. Hardy is a Licensed Broker outside of Guardian

Trust structures (GRAT, IDGT, revocable) Business exit / sale strategy Entity structure planning (LLC, S-Corp) Equity Recipients (RS/RSU, SOP, ESPP) Equity compensation tax strategy Founder/Business Owner Professional Athlete Executive Doctor or Medical Professional Financial Professional Approaching retirement Widow/Widower Sandwich Generation Gen Y/Millennials (Born 1980-1995) Gen X (Born 1965-1980)
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Chase P

Series 66

Scottsdale, AZ

Guardian Life

Chase Perchal is a financial advisor with Guardian Life and holds the Series 66 designation. He has two years of industry experience, including prior roles at Morgan Stanley and Farm Bureau Financial Services. Outside of his advisory work, he is involved as a hunting guide with Big Chino Outfitters in Prescott, AZ. Guardian Life’s subsidiary, Park Avenue Securities LLC, offers a range of brokerage and investment advisory services to individuals, institutions, and retirement plan sponsors. The firm combines advisor-managed discretionary strategies with model-based programs 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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Oracio C

ChFC®, Series 63

Scottsdale, AZ

Guardian Life

Oracio Cappello is a financial advisor with Guardian Life, holding the ChFC® and Series 63 designations and bringing 30 years of industry experience. He has worked at firms including Park Avenue Securities, Penn Mutual Life Insurance, and Hornor Townsend & Kent Inc. Outside of his advisory role, he is the owner of Dream Q Brokerage LLC, an insurance brokerage business. Guardian Life, through its subsidiary Park Avenue® Wealth Management, offers brokerage and advisory services to individuals, institutions, and charitable organizations. The firm provides tailored client solutions using a combination of advisor-led discretionary management, model-based strategies, and access to insurance and alternative investment products.

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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Thomas H

Series 66

Scottsdale, AZ

Guardian Life

Thomas Hunt is a financial advisor with Guardian Life in Scottsdale, AZ, holding a Series 66 designation and five years of industry experience. Prior to joining Guardian Life, he spent nine years with Tango Commercial Real Estate, LLC, where he remains involved on a limited basis. Guardian Life, through its subsidiary 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 programs, third-party 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
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William S

ChFC®, Series 63

Scottsdale, AZ

Guardian Life

William Stevens is a ChFC® credentialed financial advisor with 38 years of industry experience. He is affiliated with Guardian Life and currently associated with Park Avenue Securities. Stevens is also the owner and Chief Strategist of Real Performance, LTD, a leadership and management consulting firm. Park Avenue Securities, a subsidiary of Guardian Life, offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored financial planning and investment solutions utilizing advisor-led discretionary management alongside 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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Michael S

Series 66

Scottsdale, AZ

Guardian Life

Michael Smith is a financial advisor with Guardian Life and holds a Series 66 designation. He has prior experience as a self-employed musician for 14 years and has worked in various insurance and advisory roles since 2020. He is currently associated with Park Avenue Securities, a subsidiary of Guardian Life. Park Avenue Securities provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored client relationships through advisor-led discretionary management and model-based strategies, combining proprietary programs 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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Eloy A

Series 66

Scottsdale, AZ

Guardian Life

Eloy Acosta IV is a financial advisor at Guardian Life with Series 66 credentials and two years of industry experience. His prior roles include positions at Park Avenue Securities, 954 Consulting, The Standard, WhiteLight Group, Delta Air Lines, and TriZetto. Guardian Life's subsidiary Park Avenue Securities offers brokerage and advisory services to individuals, corporate and retirement plan sponsors, and charitable organizations. The firm provides a range of financial planning and consulting solutions, 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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Joshua B

CFP®, Series 63, Series 66

Scottsdale, AZ

Guardian Life

Joshua Brown is a CFP® with 10 years of industry experience, currently affiliated with Guardian Life in Scottsdale, AZ. He has held roles at Park Avenue Securities, Guardian Life Insurance Company, and The Vanguard Group. Outside of his advisory work, he consults with retail and e-commerce merchants through Lighthouse Payments LLC. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to a diverse client base, including individuals, retirement plan sponsors, and charitable organizations. The firm offers a combination of advisor-led 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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Angela M

Series 63, Series 65

Scottsdale, AZ

Guardian Life

Angela Mansfield is a financial advisor with Guardian Life and holds Series 63 and Series 65 credentials. She has 16 years of industry experience, including prior roles at Pensionmark Financial Group and Ameritas Investment Corp. Outside of advising, she authors a book focused on financial issues affecting women, coaches virtual financial workshops for women, and serves as a high school colorguard coach. Angela works with Park Avenue Securities LLC, a subsidiary of Guardian Life, which provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning and advisory solutions through both advisor-led discretionary management and model-based strategies.

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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Nemanja M

Series 63, Series 66

Scottsdale, AZ

Guardian Life

Nemanja Miljkovic is a financial advisor with Guardian Life and holds Series 63 and Series 66 designations. He has 13 years of industry experience and has worked with firms including Park Avenue Securities, Allstate Insurance, Bank of America, Merrill, and Morgan Stanley Smith Barney. Based in Scottsdale, AZ, Miljkovic is also engaged in insurance activities outside of Guardian Life. 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, charities, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, with 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
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