Dlak Advisors is proud to spotlight one of the new members of our team. Griffin Meyer, whose strength in analytics and eagerness to lean and grow have made an immediate impact.

Griffin found us through his university and decided to send his resume to the entire team before graduating Miami University in May 2025. Griffin brought his experience from past internships in the finance industry, as well as being on the executive board for Miami Universities investment fund, where a student led group manages ~2 Million dollars of Miami University’s endowment fund. Griffin also ranked in the top 7% of his class – earning a degree in finance.

Working closely with Brett and Elliott, Griffin helps to support over 100 client relationships and he has made an impact from day one. Griffin is also apart of the research team here at DLAK, doing analysis on investments to assist in strategy for your portfolios.

As of writing this, Griffin has successfully passed his series 7 and he will take his series 66 in November, with the goal of becoming fully licensed by the end of 2025. When he completes that, he will have taken and passed his SIE exam, insurance exam, Series 7 exam, and Series 66 exam. All while graduating only back in May…

Griffin aspires to become a partner at DLAK to continue our legacy of putting clients needs first. 

Disclosure:  

This material contains the current opinions of Robert Koscik and his team but not necessarily those of Guardian or its subsidiaries and such opinions are subject to change without notice. Any chart and graph  are for illustrative purposes and are not intended to suggest a particular course of action or represent the performance of any particular financial product or security. Past performance is not a guarantee of future results. This material is intended for general public use. By providing this content, Park Avenue Securities LLC and your financial representative are not undertaking to provide investment advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. 

Data and rates used were indicative of market conditions as of the date shown. Opinions, estimates, forecasts, and statements of financial market trends are based on current market conditions are subject to change without notice. References to specific securities, asset classes and financial markets are for illustrative purposes only and do not constitute a solicitation, offer, or recommendation to purchase or sell a security.  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. Tax laws are always subject to change. 

 Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. OSJ: 419 Plum Street; Cincinnati, OH 45202. Phone: (513) 579-1114. PAS is a wholly owned subsidiary of The Guardian Life Insurance Company of America (Guardian), New York, NY. DLAK Wealth Advisors LLC is not an affiliate or subsidiary of PAS or Guardian and is not registered in any state or with the U.S. Securities and Exchange Commission as a Registered Investment Advisor. 8600066.1 Exp 11/27