Troy, OH S. Plum Street Office
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Guardian Life
Enterprise
Firm-wide stats for Guardian Life
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
Based on Guardian Life
Demographic focus
Based on Guardian Life
Location
80 S. Plum Street
Troy OH 45373
Advisors at this office
4
Advisors at this office
Dustin B
Series 66
Troy, OH
Guardian Life
Dustin Booher is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 66 designation and beginning his industry career in 2023. Prior to entering the financial services field, he worked at Wright State University and Milton-Union High School. 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 provides tailored client solutions through advisor-led discretionary management, model-based strategies, and both proprietary and third-party platforms.
Gregg H
Series 66
Troy, OH
Guardian Life
Gregg Hews is a financial advisor with Guardian Life and holds a Series 66 designation. He has 39 years of industry experience and operates a separate business, Hews Financial Services, which focuses on the sale and servicing of life, disability, long-term care, medical, group products, and fixed annuities. His career includes roles at Park Avenue Securities, Guardian Life Insurance, OneAmerican Securities, American United Life, and Ameritas Investment Company, LLC. Guardian Life’s Park Avenue Wealth Management 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, model-based strategies, and access to proprietary and third-party platforms, with a range of services tailored to client needs.
Gabriel R
Series 66
Troy, OH
Guardian Life
Gabriel Rodgers is a financial advisor at Guardian Life with one year of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones and WattLogic. Outside of his advisory duties, he has a rental property business in Phoenix, AZ. Guardian Life’s subsidiary, Park Avenue Securities LLC, serves individual, corporate, and retirement plan clients by offering both brokerage and investment advisory services. The firm provides tailored financial planning and consulting through a combination of advisor-led discretionary management and model-based strategies.
Zachary A
Series 66
Troy, OH
Guardian Life
Zachary Allen is a financial advisor with Guardian Life in Troy, Ohio, holding a Series 66 designation and 18 years of industry experience. He has been with Guardian Life since 2011. Outside of his advisory role, Allen serves as Treasurer and Board Member of the Citizens Scholarship Fund of Troy, Ohio, and acts as emcee for the annual Big Brothers, Big Sisters dinner. Guardian Life, through its affiliate Park Avenue Securities LLC, offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm provides a range of financial planning, discretionary and model-based investment management, and consulting services, combining proprietary and third-party platforms to tailor client relationships.
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