Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. PROFECTUS FINANCIAL PARTNERS LLC is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. CA Insurance License Number - 0M20623. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. The Bulfinch Group is not an affiliate or subsidiary of PAS or Guardian. Life insurance offered through The Bulfinch Group Insurance Agency, LLC, an affiliate of The Bulfinch Group, LLC. The Bulfinch Group, LLC is not licensed to sell insurance. CA Insurance License Number - 0M20623. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof. DG 2/2/24

- Supported the business practice of a veteran financial advisor by preparing analysis for client meetings and leading the operations and marketing functions of his business- Competed against and defeated other interns in a case study challenge where we were asked to analyze a client situation and present recommendations - Attended weekly training sessions designed at giving insight into various aspects of personal financial planning; topics included life insurance, retirement planning, and portfolio design

- Organized, fundraised, and managed the inaugural MIAA Endowment Fund golf tournament, raising over $20,000 to create and preserve opportunities for student athletes statewide as well as to maintain quality and information programs and services to member schools under the umbrella of the five educational based athletic pillars - coaches' education, community service, leadership, sportsmanship, and wellness- Oversaw business operations with Polar Beverage and AlphaGraphics in gaining tournament sponsorship and donations (primarily in-kind)- Created a baseball program which included a tournament schedule, team rosters, and sponsors engineered to enhance fan knowledge and experience- Developed a PowerPoint presentation which was used to display and celebrate the success of Division 1-4 baseball finalists at the company's "Breakfast of Champions"

- Operated scoreboards for various high school, AAU, and recreational league basketball games- Served as a camp counselor for males and females grades 4 to 9, focusing on skill development- Orchestrated daily activities, including drills, games, and camper competitions

- Analyzed client financial statements and goals to identify strategies related to college planning, retirement funds, and investment forecasts - Researched and developed a presentation including an evaluation of the firm's social media strategy, suggestions to improve, and a competitive analysis- Listened to the LPL Financial Daily Research Morning Call and discussed its content with advisors