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Carlos F
Series 66
Atlanta, GA
Mass Mutual Investors Services
Carlos Forde Jr is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 13 years of industry experience. His work history includes roles at Mass Mutual Investors Services since 2017, Massachusetts Mutual Life Insurance Company since 2016, and Metlife Securities from 2014 to 2017. He also operates as an independent insurance agent selling disability, fixed annuities, and life, accident, and health insurance. 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 provides ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.
William B
Series 63, Series 65
Atlanta, GA
Mass Mutual Investors Services
William Bearden is a financial advisor with MML Investors Services, LLC, a subsidiary of MassMutual, based in Atlanta, GA. He holds Series 63 and Series 65 licenses and has four years of industry experience, including roles at MWA Financial Services, Modern Woodmen of America, Gwinnett County Public Schools, and the University of West Georgia. In addition to his advisory work, he is a partner and financial planner at Piedmont Strategic Advisors LLC. MML Investors Services, LLC provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software tools to analyze client goals and offers written recommendations through collaborative, annual planning engagements.
Colin C
Series 63, Series 66
Atlanta, GA
Mass Mutual Investors Services
Colin Caldarera is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. He has been with MML Investors Services, LLC and Mass Mutual Life Insurance Co since 2016. In addition to his advisory role, he provides instruction for new representatives through Candler Claire Financial and works as an insurance agent offering individual life and fixed annuity 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 comprehensive financial planning, asset management, and educational programs, focusing on collaborative, goal-oriented investment strategies.
Richard L
Series 63, Series 65
Atlanta, GA
Mass Mutual Investors Services
Richard Lenhardt Jr. is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has been with Mass Mutual Investors Services since 2012 and has worked with MassMutual Life Insurance Company since 2002. In addition to his advisory role, he is involved in insurance sales through Partners Risk Insurance Services, focusing on individual life, property/casualty, health, and group insurance products. Mass Mutual 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, and charitable organizations, using firm-approved tools to analyze client goals and deliver written recommendations.
John R
ChFC®, Series 63
Atlanta, GA
Mass Mutual Investors Services
John Richardson is a ChFC® with 34 years of experience at Mass Mutual Investors Services and over 50 years with MassMutual Life Insurance Co. Based in Atlanta, GA, he has worked continuously with the firm since 1992. In addition to his advisory role, he serves as an insurance agent specializing in life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, goal-oriented planning using firm-approved analytical tools and supports implementation through separate brokerage or insurance arrangements.
Joxavier J
Series 63, Series 66
Atlanta, GA
Mass Mutual Investors Services
Joxavier Jackson is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 66 licenses and having seven years of industry experience. His prior work includes roles at Wells Fargo Clearing Services, Wells Fargo Bank, Bank of America, Merrill, Empower Retirement, and J.P. Morgan. 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 offers educational seminars and employs a collaborative planning approach using firm-approved software to analyze clients' goals and deliver tailored recommendations.
Zachary C
Series 66
Atlanta, GA
Mass Mutual Investors Services
Zachary Cooper is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at MML Investors Services, LLC, MassMutual Life Insurance Company, Senior Select Insurance Group, and The Hershey Company. He also works as an insurance broker, focusing on life, disability, long-term care, and fixed annuities. 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, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.
Michael M
Series 63, Series 66
Atlanta, GA
Mass Mutual Investors Services
Michael Medlock Jr. is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds Series 63 and Series 66 licenses and is based in Atlanta, GA. In addition to his advisory role, he serves as president of Medlock Industries, Inc., a pass-through entity managing residual commissions and finders fees from a previously sold business. 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 detailed client data and firm-approved analytical tools to deliver collaborative annual financial planning recommendations.
Hayden D
Series 66
Atlanta, GA
Mass Mutual Investors Services
Hayden Duffield is a financial advisor with Mass Mutual Investors Services in Atlanta, GA. He holds the Series 66 designation and has one year of industry experience. Prior to his current role, Duffield has worked in various positions across multiple sectors including education and retail. Mass Mutual Investors Services 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. The firm provides collaborative, annual financial planning engagements supported by advanced analytical tools and offers a range of investment programs and educational seminars.
Jordan T
Series 63, Series 66
Atlanta, GA
Mass Mutual Investors Services
Jordan Tice is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 66 designations and two years of industry experience. Prior to joining Mass Mutual, he worked for the Dekalb County School System for ten years. 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 offers ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.
Kevin H
CFP®, Series 66
Atlanta, GA
Mass Mutual Investors Services
Kevin Hamill is a CFP®-designated financial advisor with Mass Mutual Investors Services in Atlanta, GA, bringing 10 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2015. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, annual financial planning engagements supported by analytical tools, with a range of event-driven planning services including divorce and estate settlement.
Dolford L
Series 63, Series 65
Atlanta, GA
Mass Mutual Investors Services
Dolford Layson is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 65 credentials and has 21 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2005. Outside of his advisory role, he is also active as a licensed agent in life, health, disability, and long-term care insurance sales. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, structuring financial planning as annual, collaborative engagements using firm-approved analytical tools.
April W
Series 63, Series 65
Atlanta, GA
Mass Mutual Investors Services
April Wier is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 65 licenses and having two years of industry experience. She has been with Mass Mutual Investors Services since 2023 and also works with MassMutual Life Insurance Company. Outside of her advisory role, she is the owner and lead instructor of Sugar Five Design LLC, a marketing agency that offers courses on how marketing agencies can work with healthcare clients. Mass Mutual 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 structures financial planning as annual, collaborative engagements and offers a range of programs including asset management, wrap accounts, and educational seminars.
Paul R
Series 63, Series 65
Atlanta, GA
Mass Mutual Investors Services
Paul Rice is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Black Edge Capital LLC and Rice Capital LLC. Outside of financial advising, he works as a field adjuster handling hurricane insurance claims. 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 provides financial planning, asset management, and educational seminars, offering collaborative and structured planning engagements tailored to client goals.
Thomas M
Series 66
Atlanta, GA
Mass Mutual Investors Services
Thomas Mayhew is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding a Series 66 designation and three years of industry experience. His prior work includes roles at MassMutual Life Insurance Co and MML Investors Services, LLC, as well as positions outside finance such as at Patriots Pride Windows and Atlanta Window Pros. 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, and charitable organizations. The firm offers a range of services including wrap and money-manager programs and educational seminars.
Collen K
Series 63, Series 66
Atlanta, GA
Mass Mutual Investors Services
Collen Keifer is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Morgan Stanley and E*TRADE Securities LLC. His background also includes roles outside the financial sector, such as positions at English American Tailoring and Falls Road Animal Hospital. 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, goal-oriented planning using firm-approved analytical tools.
Everett M
CFP®, Series 66
Atlanta, GA
Mass Mutual Investors Services
Everett Morris IV is a CFP®-certified financial advisor with 14 years of industry experience, currently with Mass Mutual Investors Services since 2014. He also owns Morris Legal and Tax LLC, a firm providing CPA and legal services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charities, and employers. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, goal-oriented planning without discretionary investment authority.
Aubrey V
ChFC®, Series 63, Series 65
Atlanta, GA
Mass Mutual Investors Services
Aubrey Vaughn is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding the ChFC® designation along with Series 63 and Series 65 licenses. Vaughn has 35 years of industry experience, including a lengthy tenure at Northwestern Mutual and more recent roles since 2020 with MassMutual and related entities. In addition to advisory work, Vaughn is an insurance broker focusing on life, disability, and long-term care insurance. 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, structuring planning engagements as annual collaborative relationships that emphasize goal analysis and strategy recommendations.
Harrison N
Series 63, Series 65
Atlanta, GA
Mass Mutual Investors Services
Harrison Nathan is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2010. In addition to his advisory role, he works as an agent specializing in individual life, health, group life, group health, disability income, long-term care, and fixed annuities. 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 ongoing financial planning and asset management services using firm-approved analytical tools and provides specialized planning programs such as divorce and estate-settlement planning.
Jonathon S
ChFC®, Series 63
Atlanta, GA
Mass Mutual Investors Services
Jonathon Sanning is a ChFC® credentialed financial advisor with 33 years of industry experience. He is currently with Mass Mutual Investors Services in Atlanta, GA, where he has worked for seven years, including prior roles at Mass Mutual Life Insurance Company and The Prudential Insurance Company of America. 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 comprehensive financial planning, asset management, and educational seminars, utilizing firm-approved software to deliver collaborative, goal-oriented recommendations.
Jeffrey D
Series 63
Atlanta, GA
Mass Mutual Investors Services
Jeffrey Duncan is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding a Series 63 designation and over 40 years of industry experience. He has been with MassMutual and its affiliated firms since 1984. Outside of his advisory role, Duncan operates Duncan Financial Services, LLC, where he serves as president and owner, managing insurance and financial services. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational programs, emphasizing collaborative, goal-driven planning engagements without discretionary investment authority.
Ian C
Series 66
Atlanta, GA
Mass Mutual Investors Services
Ian Carbone is a financial advisor with MML Investors Services, holding a Series 66 designation and five years of industry experience. He has worked at MML Investors Services since 2020 and MassMutual Life Insurance Company since 2018. Outside of his advisory role, he is also active as an insurance broker specializing in life, disability, long-term care insurance, and fixed annuities. MML 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, using firm-approved tools to deliver collaborative, annual financial planning services without discretionary investment authority.
Justin W
Series 63, Series 65
Atlanta, GA
Mass Mutual Investors Services
Justin Wells is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 65 registrations and with 10 years of industry experience. He has been with MML Investors Services, LLC and Mass Mutual Life Insurance Co since 2016. From 2016 to 2019, he was also affiliated with Capital City Country Club. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes annual financial planning engagements using firm-approved analytical tools and provides event-driven planning services such as estate settlement and divorce planning.
Kyneshia H
Series 66
Atlanta, GA
Mass Mutual Investors Services
Kyneshia Hubbard is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at MassMutual Life Insurance Company and Sysmex America, Inc. She also works as an insurance broker in outside insurance sales with Piedmont Brokerage. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers a range of programs, including estate and employer-sponsored planning.
Chase C
Series 66
Atlanta, GA
Mass Mutual Investors Services
Chase Crandell is a financial advisor with MassMutual Investors Services based in Atlanta, GA. He holds a Series 66 designation and has two years of industry experience. Prior to his current role, he worked at MassMutual Life Insurance Co and was involved in entrepreneurial ventures including Homestead Tiny House Co and ChaseTaylor Productions. In addition to his advisory work, he records audiobooks from his home studio. 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 offers financial planning, asset management, and educational seminars, with planning engagements focused on collaborative goal analysis and written recommendations.
Bryan K
CFP®, Series 66
Atlanta, GA
Mass Mutual Investors Services
Bryan Keenan is a CFP® professional with seven years of industry experience, currently affiliated with Mass Mutual Investors Services in Atlanta, GA. His career includes roles at Equity Services, Inc., TruOak Financial Partners LLC, and Guardian Life Insurance Company. Outside of his advisory work, Keenan is involved in administrative budgeting and business decision-making at Covenant Presbyterian Church and operates a rare and antiquarian book sales and restoration business. 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, and charitable organizations. The firm offers collaborative, annual financial planning engagements and a range of investment programs.
Tanner B
Series 63, Series 66
Atlanta, GA
Mass Mutual Investors Services
Tanner Brumby is a financial advisor with Mass Mutual Investors Services in Atlanta, holding Series 63 and Series 66 licenses and six years of industry experience. He previously worked at Northwestern Mutual in various roles from 2018 to 2025. In addition to his advisory duties, Brumby works as an insurance broker specializing in life, disability, and long-term care insurance. Mass Mutual Investors Services operates as 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, annual planning relationships with clients.
Alexander H
Series 66
Atlanta, GA
Mass Mutual Investors Services
Alexander Hall is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and six years of industry experience. He has been with MML Investors Services since 2020 and Mass Mutual Life Insurance Company since 2018. Outside of advising, he owns AJ Hall & Associates, an LLC for pass-through compensation. 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 offers collaborative, annual financial planning engagements using firm-approved software and specializes in event-driven planning services such as divorce and estate settlement.
Jakob C
Series 66
Atlanta, GA
Mass Mutual Investors Services
Jakob Craven is a financial advisor with MassMutual Investors Services in Atlanta, GA, holding a Series 66 designation and two years of industry experience. Prior to his current role, he worked at The Georgia Club and held teaching positions at The University of Georgia, Archer High School, and McConnell Middle School. He is also active as an insurance broker, specializing in life, disability, long-term care insurance, and fixed annuities. 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 uses firm-approved tools to deliver detailed, goal-driven planning recommendations, with implementation requiring separate brokerage or insurance arrangements.
Joad T
Series 63, Series 65
Atlanta, GA
Mass Mutual Investors Services
Joad Taha is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has two years of industry experience, including roles at Morgan Stanley and the Federal Reserve Bank of Atlanta. 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 using firm-approved software and a range of investment strategies without discretionary authority.
Matthew Y
Series 66
Atlanta, GA
Mass Mutual Investors Services
Matthew Young is a financial advisor with MassMutual Investors Services based in Atlanta, GA. He holds a Series 66 designation and has three years of industry experience. He has worked with MassMutual Life Insurance Co. since 2017 and with MassMutual Investors Services since 2014. MassMutual 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 using firm-approved software and various investment programs.
Jack G
Series 66
Atlanta, GA
Mass Mutual Investors Services
Jack Giles is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding a Series 66 designation and five years of industry experience. He has been with Mass Mutual Investors Services since 2020 and also has a background with Mass Mutual Life Insurance Company beginning in 2019. Outside of his advisory role, Giles operates an insurance brokerage specializing in life, disability, long-term care, fixed annuities, and health insurance and owns a wealth management LLC. Mass Mutual 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 collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized programs including divorce planning and employer-sponsored planning.
Ethan H
Series 63, Series 66
Atlanta, GA
Mass Mutual Investors Services
Ethan Herod is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Wells Fargo Clearing, Wells Fargo Bank, Morgan Stanley, and E*TRADE Securities. MassMutual 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 using firm-approved analytical tools and structured annual planning engagements.
Alan H
CFP®, ChFC®, Series 63, Series 65
Atlanta, GA
Mass Mutual Investors Services
Alan Hallman is a financial advisor with Mass Mutual Investors Services in Peachtree Corners, GA, holding CFP® and ChFC® designations and over 37 years of industry experience. He previously worked at MetLife Securities Inc. for 27 years before joining Mass Mutual in 2016. Hallman serves as a charity board member for Sisters in Recovery LLC, attending periodic meetings and providing feedback. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers ongoing financial planning and asset management services to a diverse client base, including individuals, business owners, trusts, and charitable organizations. The firm uses firm-approved software tools and a collaborative planning process to deliver written recommendations, while implementation of investment strategies is optional and may involve separate arrangements.
Preeti M
Series 66
Atlanta, GA
Mass Mutual Investors Services
Preeti Malik is a financial advisor with MassMutual Investors Services holding a Series 66 designation and based in Atlanta, GA. She has experience at firms including UBS Securities LLC and MassMutual Life Insurance Co. Prior to her financial services career, she worked at Delta Air Lines and the Georgia Institute of Technology. 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 offers financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative relationships using proprietary software tools.
Austin F
Series 63, Series 66
Atlanta, GA
Mass Mutual Investors Services
Austin Farmer is a financial advisor with MML Investors Services, LLC, a subsidiary of MassMutual, with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Edward Jones and Hamilton Capital Partners. He is involved in outside insurance sales and owns an LLC for pass-through compensation. MML Investors Services provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering asset management and educational seminars. The firm structures planning engagements as annual collaborations, focusing on goal analysis and written recommendations without direct investment discretion.
Joseph N
Series 63, Series 65
Atlanta, GA
Mass Mutual Investors Services
Joseph Niehoff is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior experience includes roles at CliftonLarsonAllen Wealth Advisors and MassMutual Life Insurance Co. He is the founder of Networking On Tap, a social networking group. MassMutual Investors Services, LLC 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 employs firm-approved software for goal analysis and delivers collaborative, annual financial planning engagements.
Carson B
Series 66
Atlanta, GA
Mass Mutual Investors Services
Carson Bitzer is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and based in Atlanta, GA. He has one year of industry experience, having worked at MML Investors Services, LLC and MassMutual Life Insurance Co since 2026. Prior to entering the industry, he had varied roles including working at Interval Partners LP and Target, alongside periods of study. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides asset management, wrap and money-manager programs, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.
Jonathan M
Series 63, Series 65
Atlanta, GA
Mass Mutual Investors Services
Jonathan Moon is a financial advisor with Mass Mutual Investors Services in Atlanta, GA. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he worked at All Things Dental and in education at Banks County High School and East Hall Middle School. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser under MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes detailed client analysis using firm-approved software and event-driven planning services such as divorce and estate settlement planning.
William F
Series 63
Atlanta, GA
Mass Mutual Investors Services
William Franks is a financial advisor with MassMutual Investors Services, holding a Series 63 license and 15 years of industry experience. He has been with MassMutual and its affiliated entities since 2015. Franks is also the president and owner of Beaux Bear Publishers, where he writes and publishes books. MassMutual 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, delivering collaborative, goal-based advice using firm-approved analytical tools.
Seth C
Series 63, Series 66
Atlanta, GA
Mass Mutual Investors Services
Seth Cohn is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2004. Outside of his advisory role, he is an owner of advisory-related LLCs and works as a sales agent in life and disability insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to a diverse client base that includes individuals, business owners, and charitable organizations. The firm emphasizes collaborative, goal-based planning using firm-approved analytical tools and offers specialized programs such as divorce planning and estate settlement services.
Susan N
Series 66
Atlanta, GA
Mass Mutual Investors Services
Susan Nicholas is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding a Series 66 credential and beginning her advisory career in 2025. She has previously worked in healthcare IT systems consulting through Ingrid Consultants and has been involved with nonprofit and scholarship organizations, including serving as president of One World Nonprofit Network and executor for the West Virginia University Foundation Endowment. 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 provides ongoing financial planning and asset management services, using firm-approved software and collaborative planning processes tailored to client goals.
Brandon E
Series 63, Series 66
Atlanta, GA
Mass Mutual Investors Services
Brandon Edwards is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. He holds Series 63 and Series 66 licenses. His prior experience includes roles at Anchor Partners and JP Morgan Securities, as well as founding Bulldog Mobile Repair, LLC. 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 provides financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations within collaborative planning relationships.
Robert M
Series 66
Atlanta, GA
Mass Mutual Investors Services
Robert Martin is a financial advisor with MassMutual Investors Services in Atlanta, GA, holding a Series 66 designation and two years of industry experience. Prior to joining MassMutual, he worked in insurance sales and held roles related to education and golf management. He is also registered as an insurance broker providing sales and services for individual life, disability, long-term care insurance, and fixed annuities. MassMutual Investors Services, LLC operates as 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, with a focus on collaborative, annual planning engagements that use firm-approved software to analyze client goals.
Eneko C
Series 66
Atlanta, GA
Mass Mutual Investors Services
Eneko Clayton is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding a Series 66 designation and two years of industry experience. His prior work includes positions at MassMutual Life Insurance Company and Cutcliff Radon. 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 collaborative, goal-oriented financial planning engagements supported by advanced analytical tools.
Stephen G
Series 63, Series 66
Atlanta, GA
Mass Mutual Investors Services
Stephen Gilbert is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 66 credentials and 10 years of industry experience. His prior roles include positions at Northwestern Mutual Investment and Truist Bank. 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, using firm-approved software to create tailored, collaborative planning relationships.
Christopher S
Series 63, Series 66
Atlanta, GA
Mass Mutual Investors Services
Christopher Standridge is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 66 licenses and 14 years of industry experience. He previously worked with Equitable Advisors and AXA Advisors LLC before joining Mass Mutual in 2021. Standridge is also involved in fixed life insurance sales through his own entity, Rivertree Wealth, LLC. MassMutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative planning engagements using firm-approved software and supports a range of investment and insurance products.
Garner L
Series 63, Series 65
Atlanta, GA
Mass Mutual Investors Services
Garner Lyon is a financial advisor with Mass Mutual Investors Services in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 8 years of industry experience. He has worked with MML Investors Services, LLC since 2018 and with Mass Mutual Life Insurance Co since 2016. Outside of advising, Lyon is also an insurance broker involved in life, disability, long-term care, and fixed annuities sales. MML 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 employs a collaborative, annual planning approach using firm-approved software and offers event-driven planning programs alongside its suite of investment and educational services.
Cody N
Series 66
Atlanta, GA
Mass Mutual Investors Services
Cody Newton is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior roles include work at MassMutual Life Insurance Co and running Newton’s Land Solutions LLC. Outside of finance, he has held various positions in the hospitality and automotive sectors and has experience in education. 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, wrap and money-manager programs, and educational seminars.
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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
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