Troy, OH S. Plum Street Office

Team
Updated today

Client AUM

$18,509,516,941

Clients

80,267

Advisors

4

Of 1,910 advisors across 510 offices

Location

80 S. Plum Street

Troy OH 45373

Advisors at this office

4

Advisors at this office

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Dustin B

Series 66

Troy, OH

Guardian Life

Dustin Booher is a financial advisor at Guardian Life and Park Avenue Securities, holding a Series 66 designation. He has been with Guardian Life since 2023 and transitioned to Park Avenue Securities in 2026. Prior to his career in finance, he worked in education, including positions at Wright State University and Milton-Union High School. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charitable organizations, and corporate clients. The firm offers brokerage services, financial planning, and investment advisory programs, utilizing both proprietary and third-party models and technology solutions.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Gregg H

Series 66

Troy, OH

Guardian Life

Gregg Hews is a Series 66-licensed financial advisor with 38 years of industry experience. He is currently affiliated with Primerica Advisors and has worked at firms including Guardian Life Insurance Company, Park Avenue Securities, OneAmerican Securities, and American United Life. He also operates Hews Financial Services, which offers life, disability, long-term care, medical, group products, and fixed annuities. Primerica Advisors serves a broad retail client base with both brokerage and fee-based advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm implements diverse investment strategies through proprietary and third-party models and provides a range of account-level services including lending solutions and donor-advised funds.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Gabriel R

Series 66

Troy, OH

Guardian Life

Gabriel Rodgers is a financial advisor with Guardian Life and holds a Series 66 designation. He has one year of industry experience and previously worked at Edward Jones and WattLogic. Outside of advising, he has experience in entrepreneurial ventures, including operating a mini golf business. Guardian Life’s subsidiary, Park Avenue Securities, provides brokerage services, financial planning, and retirement consulting to individuals, pension plans, charitable organizations, and corporate clients, using a combination of proprietary and third-party investment advisory programs.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Zachary A

Series 66

Troy, OH

Guardian Life

Zachary Allen is a Series 66-licensed financial advisor with Primerica Advisors in Troy, Ohio, and has 17 years of industry experience. He has been with Primerica Advisors and Guardian Life Insurance Co of America since 2011. Outside of his advisory work, 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. Primerica Advisors serves a broad retail client base including individual and high-net-worth investors, offering brokerage and advisory services along with financial planning and retirement-plan consulting. The firm employs a variety of proprietary and third-party investment strategies and supports both discretionary and non-discretionary account management.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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