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Peter E
Series 66
Boston, MA
Mass Mutual Investors Services
Peter England is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 66 designation and 10 years of industry experience. He previously worked at Purshe Kaplan Sterling Investments and Mcadam, LLC before joining Mass Mutual in 2018. Outside of his advisory role, he is also licensed as an insurance agent providing referrals for property, casualty, dental, vision, and health insurance and serves as director, president, treasurer, and secretary of Will England Wealth Management Corp, a legal entity for tax efficiency. 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. Their financial planning engagements involve detailed client information analysis using firm-approved software and deliver written recommendations tailored to client goals.
Brian B
CFP®, Series 66
Boston, MA
Mass Mutual Investors Services
Brian Bossman Jr. is a CFP® professional with 13 years of experience in the financial services industry. He is currently with Mass Mutual Investors Services and has held positions at firms including Primerica Advisors, Guardian Life Insurance Company, MetLife Securities Inc., and Baystate Financial Services. 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, using firm-approved tools to analyze client goals and provide written recommendations.
David P
Series 63
Boston, MA
Mass Mutual Investors Services
David Porter is a financial advisor at Mass Mutual Investors Services with 42 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously held roles with MassMutual Life Insurance Co and MSI Financial Services. Porter serves on the board of Elon University and is president of the Baystate Charitable Foundation, Inc. He is also co-author of a book and owns an LLC that develops and distributes financial modeling software. MassMutual Investors Services 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 advanced software tools and delivers written recommendations without investment discretion.
Tyler B
Series 63
Boston, MA
Mass Mutual Investors Services
Tyler Brown is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 63 license and three years of industry experience. Prior to his current role beginning in 2022, he worked at Northwestern Mutual in various capacities from 2020 to 2022. Outside of his advisory work, he is involved in the sale of 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, using collaborative, software-supported planning tools and generally recommending investment categories and strategies rather than specific products.
William M
Series 63
Boston, MA
Mass Mutual Investors Services
William Mcintosh III is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 63 designation and over 50 years of industry experience. His prior roles include positions at MetLife Securities and MassMutual Life Insurance Company, where he also serves as an individual life insurance agent. 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 planning engagements using advanced analytical tools and also provides specialized services such as divorce planning and employer-sponsored programs.
Russell H
CFP®, Series 66
Boston, MA
Mass Mutual Investors Services
Russell Holmes is a CFP® with 22 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. He previously worked at MSI Financial Services, INC. and Mass Mutual Life Insurance Company. Outside of his financial advising career, Holmes is a State Representative for the 6th Suffolk District in Massachusetts and is a notary public. 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 uses firm-approved tools to deliver collaborative, annual financial planning engagements.
John P
Series 63, Series 66
Boston, MA
Mass Mutual Investors Services
John Penney is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Merrill, MetLife Investors Distribution Company, and John Hancock. Penney is based in Boston, MA. 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 supported by firm-approved analytical tools and various specialized planning programs.
Keith C
Series 66
Boston, MA
Mass Mutual Investors Services
Keith Congdon is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 66 designation and 11 years of industry experience. He previously worked at Metlife Securities, Inc. and has been associated with Mass Mutual Life Insurance Company since 2016. Outside of his advisory role, Congdon is employed at a CPA firm providing assurance, accounting, bookkeeping, and tax services, and he is active in long-term care and health insurance sales. 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, utilizing technology-driven tools and structured annual engagements to help clients achieve their financial goals.
Matthew P
Series 66
Boston, MA
Mass Mutual Investors Services
Matthew Phillips is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 66 designation and 21 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also works with MSI Financial Services Inc. since 2016. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning relationships using firm-approved software and a range of investment strategies, along with specialized planning programs such as divorce planning and estate settlement services.
Nicholas F
Series 65, Series 63
Boston, MA
Mass Mutual Investors Services
Nicholas Ferbert is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding Series 65 and Series 63 licenses and bringing 11 years of industry experience. His prior experience includes roles at Axa, Equitable Advisors, Guardian Life Insurance Company, Park Avenue Securities, and Scottrade. Outside of his advisory work, he serves as president of NEREID Ocean Conservation. 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 planning relationships using firm-approved analytical tools and provides a range of investment and planning programs.
Nicolas H
Series 66
Boston, MA
Mass Mutual Investors Services
Nicolas Hernandez Perilla is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and no prior industry experience. His professional background includes roles at Empower Energy Solutions and a long tenure at Oliver Ames High School. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational programs. The firm structures financial planning as collaborative annual engagements using firm-approved analytical tools and offers a range of event-driven planning services.
Tristan O
Series 63
Boston, MA
Mass Mutual Investors Services
Tristan O'hanley is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 63 designation and has worked at MML Investors Services, LLC since 2024 and MassMutual Life Insurance Co since 2023. Outside of his financial career, he was involved with Plymouth Country Club for eight years and attended Bryant University for four years. 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 uses firm-approved software and collaborative planning processes to develop written recommendations tailored to clients’ goals.
Taylor L
Series 63, Series 65
Boston, MA
Mass Mutual Investors Services
Taylor Livingston is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding Series 63 and Series 65 designations and 11 years of industry experience. His prior work includes roles at Northwestern Mutual and ABMM Financial. Mass Mutual Investors Services 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 range of programs including wrap and money-manager options, educational seminars, and specialized planning services such as divorce and estate settlement planning.
Jeffrey K
Series 63
Boston, MA
Mass Mutual Investors Services
Jeffrey Krowne is a financial advisor with Mass Mutual Investors Services in Boston, MA. He holds a Series 63 designation and has four years of industry experience. Prior to joining Mass Mutual in 2019, he worked at Chaval, Tempo Dulu, and Bramhall. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers annual, collaborative planning engagements supported by firm-approved analysis tools and a range of investment and planning services.
Alison C
Series 66
Boston, MA
Mass Mutual Investors Services
Alison Connell is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. Prior to entering the financial services field, she worked at Comcast for 18 years. 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, with a focus on collaborative, goal-oriented planning using firm-approved analytical tools.
Rachele S
Series 65, Series 63
Boston, MA
Mass Mutual Investors Services
Rachele Stivaletta is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding Series 65 and Series 63 licenses and nine years of industry experience. She has worked at MML Investors Services, LLC and Mass Mutual Life Insurance Co since 2019, and previously with McAdam LLC and Purshe Kaplan Sterling Investments. In addition to her advisory role, she is licensed as a fixed annuity insurance agent. Mass Mutual 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, emphasizing annual, collaborative planning engagements that utilize firm-approved software tools to develop written recommendations.
Brendan S
Series 63
Boston, MA
Mass Mutual Investors Services
Brendan Spillane is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 63 designation and eight years of industry experience. Prior to his current role, he worked with Hornor, Townsend & Kent, Inc. and Penn Mutual Life Insurance Company. Outside of advising, he has worked as a bartender at a restaurant/bar in Dorchester. MML Investors Services, LLC 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, annual financial planning engagements using firm-approved tools and offers a range of event-driven planning services, including a standalone Divorce Planning offering.
Joshua B
Series 63
Boston, MA
Mass Mutual Investors Services
Joshua Burnham is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 63 designation and seven years of industry experience. His prior roles include positions at Mass Mutual Life Insurance Company, Hornor, Townsend & Kent, LLC, and Penn Mutual Life Insurance Co. Outside of his advisory work, he is involved in individual life insurance sales. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars.
Jared T
Series 65, Series 63
Boston, MA
Mass Mutual Investors Services
Jared Tishler is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding Series 65 and Series 63 credentials and seven years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2018 to 2024. Outside of his advisory role, he is involved in insurance brokerage focused on property and casualty. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-based planning using firm-approved analytical tools and offers specialized planning programs such as divorce and estate settlement.
Leo W
Series 66
Boston, MA
Mass Mutual Investors Services
Leo Warsh is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience and has previously worked at Fidelity Investments and Ruben James. Outside of finance, he was involved in entrepreneurial activities including running Warsh Power Washing+ for five years. MML Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and educational seminars. The firm uses detailed client information and proprietary software tools to deliver written recommendations, with implementation requiring separate arrangements.
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