Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Thomas A

Series 65, Series 63

Castalia, OH

Mass Mutual Investors Services

Thomas Anderson Jr. is a financial advisor with Mass Mutual Investors Services holding Series 65 and Series 63 licenses and four years of industry experience. His prior work includes roles at McAdam LLC, BKD, and positions related to Indiana University and Margaretta Schools. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software and structured planning processes to deliver written recommendations and offers event-driven planning services including divorce, estate settlement, and employer-sponsored planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Paul B

Series 63, Series 66

Wauwatosa, WI

Mass Mutual Investors Services

Paul Brokenshire is a financial advisor with MassMutual Investors Services in Wauwatosa, WI, holding Series 63 and Series 66 credentials and 13 years of industry experience. He has been with MassMutual Investors Services since 2017 and has prior experience with Massachusetts Mutual Life Insurance Company and MSI Financial Services. Outside of his advisory role, he owns First Impressions Wealth & Capital and works as an agent and broker providing group life, health insurance, and Medicare/Medicaid products. MassMutual Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers through financial planning, asset management, and educational programs, focusing on collaborative, goal-oriented planning without discretionary investment authority.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Ashlynn H

Series 65, Series 63

Seattle, WA

Mass Mutual Investors Services

Ashlynn Helm is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding Series 63 and Series 65 designations and two years of industry experience. Prior to her current role, she worked at MassMutual Life Insurance Company and has experience in retail and service industries including Platos Closet and AMC Movie Theaters. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning to deliver written recommendations, focusing on investment categories and strategies.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Vincent C

CFP®, Series 63, Series 66

Elmsford, NY

Mass Mutual Investors Services

Vincent Cucuzza is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services since 2017. His prior work includes six years at METLIFE. Outside of advising, he is also licensed as an insurance agent, offering a range of insurance products including life, health, disability, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements, using firm-approved analytical tools to recommend investment strategies without discretionary authority.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Eunie L

CFP®, ChFC®, Series 66

Peachtree Corners, GA

Mass Mutual Investors Services

Eunie Lee is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 17 years of industry experience. She previously worked at MetLife Securities Inc. before joining Mass Mutual and is also involved in insurance sales and brokerage through Cornerstone Insurance Services LLC and Piedmont Insurance Brokerage. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and educational seminars to individuals, business owners, and charitable organizations. The firm structures planning engagements as annual collaborative relationships using firm-approved tools to analyze goals and deliver recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Robert B

Series 66, Series 63

Shelton, CT

Mass Mutual Investors Services

Robert Brito is a financial advisor with Mass Mutual Investors Services and holds Series 66 and Series 63 licenses. He has 10 years of industry experience, including prior roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. He also works as an independent insurance agent, specializing in life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, annual financial planning engagements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Ryan O

CFP®, Series 63, Series 65

Shelton, CT

Mass Mutual Investors Services

Ryan Orvis is a CFP®-certified financial advisor with nine years of industry experience. He is currently with MassMutual Investors Services and MassMutual Life Insurance Company, where he has worked since 2022. Prior to this, he was affiliated with The Prudential Insurance Company of America and Pruco Securities, LLC for five years. Outside of his advisory role, he operated an independent insurance agency offering life, disability, long-term care, and property and casualty insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative planning engagements and a range of event-driven services.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Matthew H

Series 66

Rochester, NY

Mass Mutual Investors Services

Matthew Hettinga is a financial advisor with MassMutual Investors Services who holds a Series 66 designation and has seven years of industry experience. His prior roles include positions at PNC Investments, Morgan Stanley Private Bank, and PNC Bank. Outside of finance, he is also a self-employed musician who performs stringed instruments at events and concerts. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, structuring engagements as annual relationships focused on client goals and written recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Shawn W

Series 63

Plymouth, MN

Mass Mutual Investors Services

Shawn Wermerskirchen is a financial advisor at Mass Mutual Investors Services with 20 years of industry experience. He holds a Series 63 designation and has previously worked at Metlife Securities, Inc. and Massmutual Life Insurance Co. He is also the owner of Wealth Harbor Advisory, LLC, an entity related to pass-through compensation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative planning relationships and a range of investment and event-driven planning services.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Brendan M

Series 63, Series 66

New York, NY

Mass Mutual Investors Services

Brendan Mc Donald is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at New York Life Insurance Company and NYLIFE Securities, LLC. In addition to his advisory work, he is also an insurance broker selling fixed insurance products such as life insurance, fixed annuities, disability, and long-term care. Mass Mutual Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, offering event‑driven planning services including divorce and estate‑settlement planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Anthony C

ChFC®, Series 63

Edmund, OK

Mass Mutual Investors Services

Anthony Cross is a financial advisor at MassMutual Investors Services with 27 years of industry experience. He holds the ChFC® designation and has worked previously with Vanderbilt Advisory Services and Ohio National Life Insurance. Outside of his advisory role, he is an author of faith-based writings and serves as a board member of a charitable religious ministry. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-focused financial planning using firm-approved analytical tools, offering a range of programs including asset management and event-driven planning services.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Aaron D

CFP®, Series 66

Newport Beach, CA

Mass Mutual Investors Services

Aaron Diaz is a CFP® professional with seven years of experience in financial advisory roles. He is currently with MassMutual Investors Services and MassMutual Life Insurance Company. Prior to that, he worked at EP Wealth Advisors, Lincoln Financial Advisors, Farther Finance Advisors, Bank of America, Merrill, and Wells Fargo. In addition to his advisory work, he is involved in insurance brokerage, focusing on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and various educational programs. The firm structures planning engagements as annual, collaborative relationships using firm-approved analytical tools and offers a range of event-driven and specialized planning services.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Lance C

Series 63, Series 66

Springfield, MO

Mass Mutual Investors Services

Lance Curnes is a financial advisor with Mass Mutual Investors Services in Springfield, MO. He holds Series 63 and Series 66 licenses and has 37 years of industry experience. Prior to his current role, he worked at Metlife Securities Inc. for 29 years. Outside of his advisory work, he is the organizer and member of Gunnison Hunt Club, LLC, an entity related to land ownership established for estate planning purposes. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Shimon H

Series 66

Wall Township, NJ

Mass Mutual Investors Services

Shimon Heimfeld is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and one year of industry experience. He previously worked at Northwestern Mutual Investment Management and MassMutual Life Insurance Company. Outside of his advisory role, he is a loan advisor involved in mortgage application processing through Funding Resources. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved tools to deliver collaborative, goal-oriented recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Christopher J

Series 66

Cary, NC

Mass Mutual Investors Services

Christopher Jenkins is a financial advisor with Mass Mutual Investors Services in Cary, NC, holding a Series 66 credential and five years of industry experience. Prior to joining MassMutual and its affiliate MML Investors Services in 2021, he worked at Chesapeake Energy and Independent Energy Standards. Outside of his advisory role, Jenkins is involved in several business ventures including serving as president of Ascolano Ventures, LLC, co-founding Silver Diamond Technologies, LLC, and preparing to launch a fencing franchise through Alpe Adria Services, Inc. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers with comprehensive financial planning and asset management services. The firm emphasizes collaborative, goal-oriented planning using advanced software tools and offers various specialized planning programs alongside educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Dillon B

Series 66

Avon Lake, OH

Mass Mutual Investors Services

Dillon Barry is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience and has worked at Mass Mutual Investors Services since 2023, as well as MassMutual Life Insurance Co/The Voss Group since 2021. His prior work includes roles at Miami University and Bay Village High School. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented financial planning using firm-approved analytical tools, with implementation of recommendations requiring separate brokerage or insurance arrangements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Andrew S

Series 63, Series 65

Fort Wayne, IN

Mass Mutual Investors Services

Andrew Schnipke is a financial advisor with Mass Mutual Investors Services in Fort Wayne, IN, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2002. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Andrew W

Series 66, Series 63

Travelers Rest, SC

Mass Mutual Investors Services

Andrew Warner is a financial advisor with MassMutual Investors Services holding Series 66 and Series 63 licenses and four years of industry experience. He previously worked at Wells Fargo Securities, LLC, and has a background that includes roles in both financial services and education. Warner also engages in outside insurance sales as an insurance broker specializing in life, disability, long-term care, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools and a collaborative planning process.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Katherine L

Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Katherine Lewis is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and 18 years of industry experience. She previously worked at Grove Point Investments, LLC for 15 years before joining MassMutual Life Insurance Company and MML Investors Services in 2021. Outside of advising, she owns a retail design business called Blended Creations, assists clients with tax preparation at Jackson Hewitt, and serves as a community ambassador organizing events for Bester Community of Hope in Hagerstown. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals—including high-net-worth clients—business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual financial planning engagements using firm-approved software and offers specialized planning programs such as divorce and estate-settlement planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar
firm logo

Raymond P

CFP®, Series 63

Needham, MA

Mass Mutual Investors Services

Raymond Pedrick is a CFP® with 10 years of industry experience currently advising at Mass Mutual Investors Services. He has worked at MML Investors Services, LLC since 2017 and has prior experience at MetLife Securities Inc. In addition to his advisory role, Pedrick is an insurance broker specializing in health products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, delivering collaborative, annual financial planning engagements using accredited software tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)