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Lucas M

CFP®, Series 66

Boston, MA

Mass Mutual Investors Services

Lucas Matarazzo is a CFP® professional with 11 years of experience in the financial services industry. He is currently with Mass Mutual Investors Services, where he has worked since 2017, following roles at McAdam LLC and Purshe Kaplan Sterling Investments. Outside of his advisory role, he is also an insurance agent specializing in individual life, health, disability, and long-term care 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 and asset management services, utilizing firm-approved analytical tools to deliver tailored recommendations through ongoing client relationships.

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

Series 66

Boston, MA

Mass Mutual Investors Services

Benjamin Siroonian is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 66 designation and two years of industry experience. His prior work includes roles at Fidelity Investments and Boston Premier Wealth LLC. 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, charitable organizations, and employers. The firm offers comprehensive financial planning engagements supported by firm-approved software 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
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Herbert D

CFP®, Series 63

Boston, MA

Mass Mutual Investors Services

Herbert Daroff is a CFP® professional with 43 years of industry experience, currently serving at MassMutual Investors Services since 2017. He has prior experience with MetLife Securities Inc. and MassMutual Life Insurance Company. Beyond his financial advisory role, he is also a practicing attorney admitted to the Massachusetts and Pennsylvania bars. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers 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
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Emily K

CFP®, Series 66

Boston, MA

Mass Mutual Investors Services

Emily Keating is a CFP® with nine years of industry experience, currently serving at Mass Mutual Investors Services in Boston, MA. She worked at Morgan Stanley and Morgan Stanley Private Bank from 2016 to 2019 before joining Mass Mutual and its affiliated firm MML Investors Services. Outside of financial advising, she is the founder and planner of Joie de Vivre Voyage, a custom travel planning business focused on trips to Provence, France. Mass Mutual Investors Services operates as 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 programs with a focus on collaborative, goal-based planning.

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

Series 66

Boston, MA

Mass Mutual Investors Services

Sean Tucker is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 66 designation and bringing 10 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and with MassMutual Life Insurance Co since 2016, after two years at Metlife Securities, Inc. He is the manager and owner of Clarendon Team, LLC, an entity established to manage business expenses. 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 various investment programs using firm-approved analytical tools and offers event-driven planning services 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
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Griffin L

Series 63, Series 66

Boston, MA

Mass Mutual Investors Services

Griffin Luke is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding Series 63 and Series 66 licenses and 10 years of industry experience. He previously worked at Bank of America, Merrill, Goldman Sachs, S&P Investment Advisory Services, and John Hancock Funds. Mass Mutual Investors Services is 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 provides collaborative, goal-based planning using advanced analytics and offers specialized programs including divorce, estate, 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
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Christian N

Series 66

Boston, MA

Mass Mutual Investors Services

Christian Natareno is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked at DoorDash and in municipal recreation, as well as serving at the University of New Hampshire. 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, and charitable organizations. The firm offers collaborative, goal-focused financial planning using firm-approved analytical tools and maintains a variety of event-driven planning programs.

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

Series 63

Boston, MA

Mass Mutual Investors Services

Shervin Sadr is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds a Series 63 designation and has worked with Mass Mutual Investors Services since 2021, previously supporting Mass Mutual Life Insurance Company beginning in 2020. Earlier in his career, he was involved with Young Entrepreneurs Across America from 2017 to 2020. 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, annual financial planning engagements using firm-approved software and tools, and also provides event-driven planning services such as divorce and estate planning.

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

Series 66

Boston, MA

Mass Mutual Investors Services

Sarissa Fazio is a financial advisor with Mass Mutual Investors Services in Boston, MA. She holds a Series 66 designation and has various professional experiences, including roles at Factset Research Systems, Fintrx, and Suffolk University. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a collaborative planning approach using firm-approved software and has recently added specialized divorce planning and event-driven planning programs.

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

CFP®, Series 63, Series 65

Boston, MA

Mass Mutual Investors Services

Andrew Cleary is a CFP® professional with over 21 years of experience in the financial services industry. He has been with MassMutual Investors Services since 2017 and previously worked at Metlife Securities Inc. His background includes roles with Massachusetts Mutual Life Insurance Company and various ownership and management positions in financial, tax, and insurance-related LLCs. Cleary serves as a trustee and is involved in managing joint ventures and group benefits entities. 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 ongoing financial planning, asset management, and educational seminars, with an emphasis on collaborative, goal-driven planning and event-specific offerings 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
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Jennifer F

Series 66

Boston, MA

Mass Mutual Investors Services

Jennifer Flynn is a financial advisor with Mass Mutual Investors Services based in Boston, MA. She holds a Series 66 designation and has one year of industry experience. Prior to joining Mass Mutual, she worked at Fidelity and has held various roles including several positions at Bentley University. 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, employing firm-approved tools to provide collaborative, written financial recommendations.

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

CFP®, Series 66

Boston, MA

Mass Mutual Investors Services

Michael Dimaggio is a CFP® professional with 16 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he is involved in group life and health insurance sales through a separate business activity. 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 programs, employing collaborative, software-assisted planning methods that focus 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
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Justin P

Series 63

Boston, MA

Mass Mutual Investors Services

Justin Pelletier is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 63 designation and five years of industry experience. He previously worked at Northwestern Mutual and Bracebridge Capital LLC. Outside of advisory work, he is the owner of Birchwood Financial Group and also works as an insurance broker specializing in life, disability, and health insurance. 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, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using firm-approved tools and provides specialized planning services, including divorce planning and estate settlement.

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

Series 66

Boston, MA

Mass Mutual Investors Services

Eli Hopkins is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds a Series 66 designation and has worked at several firms, including Commonwealth Financial Network and Grandview Partners. Outside of advisory roles, he was involved with Rise Realty LLC for one year. 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, and educational seminars, focusing on collaborative, annual planning engagements that use firm-approved analytical tools.

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

Series 63, Series 65

Boston, MA

Mass Mutual Investors Services

Jeffrey Bannon is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been the owner of Jeffrey J. Bannon CPA, P.C., a CPA and tax preparation firm, since 1990. Outside of his financial advisory role, he serves as a selectman for the Town of Sutton, MA. 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, charitable organizations, and employers, using firm-approved software 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
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Thomas H

CFP®, Series 66

Boston, MA

Mass Mutual Investors Services

Thomas Holt is a financial advisor with Mass Mutual Investors Services in Boston, MA. He holds the CFP® designation and Series 66 license and has 13 years of industry experience. Prior to his current role, he worked at PURSHE KAPLAN STERLING INVESTMENTS, Inc. and McAdam LLC. 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 provides financial planning, asset management, and educational seminars, using firm-approved software and a collaborative, annual 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
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Benjamin Z

Series 63

Boston, MA

Mass Mutual Investors Services

Benjamin Zimbel is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 12 years of industry experience. His prior roles include positions at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. He is also the founder and owner of Vector Capital Management LLC, an entity established for branding and marketing purposes. 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 programs, structuring planning engagements as annual, collaborative relationships that utilize firm-approved analytical tools.

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

Series 66

Boston, MA

Mass Mutual Investors Services

Angela Moquin is a financial advisor at MassMutual Investors Services with three years of industry experience. She holds a Series 66 designation and has worked at MassMutual Life Insurance Company since 2023. Prior to her current role, she has experience in various sectors including fitness and education. 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 offers collaborative, annual financial planning engagements using firm-approved analytical tools and various event-driven planning programs.

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

Series 66

Boston, MA

Mass Mutual Investors Services

Michael Gusefski is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. His prior roles include positions at Equitable Advisors, LLC, and MassMutual Life Insurance Company. Outside of his advisory work, he consults on the food services industry and serves as an umpire for youth baseball games. 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 structured, collaborative planning engagements supported by firm-approved analytical tools 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
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Kenneth O

CFP®, Series 66, Series 63

Boston, MA

Mass Mutual Investors Services

Kenneth O'Connor is a CFP® and holds Series 66 and Series 63 licenses, with eight years of industry experience. He is currently with Mass Mutual Investors Services in Boston, MA, where he has worked for one year. His prior experience includes roles at firms such as Gorra Financial Group, OneAmerica Securities, and LPL Enterprise. 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, using firm-approved software and collaborative, annual 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
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