Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Tonya W
Series 63, Series 65
Alpharetta, GA
Mass Mutual Investors Services
Tonya Willis is a financial advisor with Mass Mutual Investors Services in Alpharetta, GA, holding Series 63 and Series 65 licenses. She has 32 years of experience in the financial services industry, including positions at J.P. Morgan Securities LLC, New York Life Insurance Company, and SunTrust Banks, Inc. Willis has worked in both brokerage and advisory roles throughout her career. Mass Mutual Investors Services, LLC 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 emphasizes collaborative, annual financial planning engagements and offers specialized programs such as divorce planning, estate settlement, and employer-sponsored planning.
Dena C
Series 66
Alpharetta, GA
Mass Mutual Investors Services
Dena Crosby is a Series 66 licensed financial advisor with 19 years of industry experience. She is currently with Mass Mutual Investors Services and has previous experience at Eagle Strategies, New York Life Insurance Company, Bank of America, and Merrill. Crosby holds a real estate license but does not actively practice as an agent. 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, annual financial planning engagements utilizing firm-approved software and includes specialized services such as divorce and estate-settlement planning.
William B
Series 66
Alpharetta, GA
Mass Mutual Investors Services
William Bentley is a Series 66-licensed financial advisor at Mass Mutual Investors Services with one year of industry experience. He has previously worked at Mortgage Assurance for 18 years and currently holds roles at MassMutual Life Insurance Company and Preferred Mortgage Source. 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 offers annual collaborative planning engagements using firm-approved analytical tools and delivers investment strategy recommendations without discretionary authority.
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.
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 referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters