Maxwell Stanley is a financial advisor at MassMutual Investors Services with two years of industry experience. He holds the Series 66 credential and has previously worked at Merrill and TEC Newport Beach LLC. Outside of finance, he operated a kayak rental business for two years. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software and a collaborative planning process to deliver tailored recommendations, with options for clients to implement strategies through separate brokerage or insurance arrangements.

Karen Chan is a financial advisor with Mass Mutual Investors Services, holding Series 63, Series 65, and Series 66 designations and 12 years of industry experience. She has worked with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co since 2016 and spent one year at HSBC Securities (USA) Inc. prior to that. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements supported by firm-approved analytical tools.

Jay Ding is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and 12 years of industry experience. He has worked at MML Investors Services LLC, Mass Mutual Life Insurance Company, Common Capital LLC, and Westinghouse Electronics. In addition to his advisory role, he serves as Associate Director and Career Strategist at the University of Southern California, coaching mid-career MBA candidates. 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 emphasizes collaborative, annual financial planning engagements using firm-approved software to analyze client goals and offers specialized programs including estate settlement and employer-sponsored planning.

Samuel Lau is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and 15 years of industry experience. He has worked at Mass Mutual Investors Services since 2015 in multiple periods and is also affiliated with MassMutual Life Insurance Company. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented planning engagements supported by software tools and also delivers event-driven planning programs.