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Guhan M

CFP®, Series 66

Boston, MA

Mass Mutual Investors Services

Guhan Mohan is a CFP® professional at Mass Mutual Investors Services with three years of industry experience. He has been with Mass Mutual since 2015 and joined Mass Mutual Investors Services in 2022. Mohan serves as an unpaid board member and treasurer for West End House Girls Camp, a nonprofit summer camp for underprivileged girls in New England. 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 provides various educational seminars and specialized 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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Joseph M

Series 66

Boston, MA

Mass Mutual Investors Services

Joseph Marnikovic is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 66 designation and one year of industry experience. He has worked at several firms including MML Investors Services, LLC, MassMutual Life Insurance Co, and American Strategic Investment Co. In addition to his advisory role, he serves as managing member of CPA Services of New England, providing accounting and tax preparation services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software and structured planning processes to deliver tailored recommendations across various investment 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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Claire W

Series 66

Boston, MA

Mass Mutual Investors Services

Claire Williams is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. She has worked with MassMutual Life Insurance Co since 2016 and was previously with Metlife Securities, Inc for three years. Outside of her advisory role, she is a member and owner of Top Run Equestrian, LLC, which focuses on equestrian competition and the sales of jumping sports horses. 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 a range of programs including wrap and money-manager options, as well as 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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Enrico P

CFP®, Series 66

Boston, MA

Mass Mutual Investors Services

Enrico Piatelli is a CFP® certificant with 14 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services since 2017. His career includes prior work at MetLife Securities Inc. and Mass Mutual Life Insurance Company. Outside of advisory work, he owns and manages a rental property and is involved in insurance brokerage activities. 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 provides financial planning, asset management, and educational seminars, focusing on collaborative annual planning relationships and offering specialized services such as 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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Andrew P

CFP®, Series 63, Series 65

Boston, MA

Mass Mutual Investors Services

Andrew Piatelli is a CFP®-certified financial advisor with 12 years of industry experience. He is currently with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2021. Prior to that, he worked at Putnam Investment Management and Putnam Retail Management Limited Partnership. 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 and educational programs, structuring financial planning as annual collaborative engagements using 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 M

Series 63, Series 66

Boston, MA

Mass Mutual Investors Services

Jeffrey Manning is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding Series 63 and Series 66 licenses and 18 years of industry experience. His career includes roles at Citibank, Cambridge Trust, and Wells Fargo Bank. Outside of his advisory work, he owns rental properties in Boston and Swampscott, MA. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers.

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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Dianne R

ChFC®, Series 63, Series 65

Boston, MA

Mass Mutual Investors Services

Dianne Rizzo is a financial advisor with Mass Mutual Investors Services who holds the ChFC® designation, as well as Series 63 and Series 65 licenses. She has 21 years of industry experience and has worked with firms including METLIFE SECURITIES Inc and Massachusetts Mutual Life Insurance Company. Outside of her advisory role, she owns and manages the care of horses at Rock Bottom Barn. 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, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved tools and also delivers 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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Andrew S

Series 63

Boston, MA

Mass Mutual Investors Services

Andrew Snoddy is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 63 designation and three years of industry experience. His prior roles include positions at MML Investors Services, LLC and MassMutual Life Insurance Company, as well as teaching and coaching at educational institutions and a basketball camp. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers through customized, collaborative annual 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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Taylor K

Series 66

Boston, MA

Mass Mutual Investors Services

Taylor Kenrich is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services since 2023. Prior to this role, he was employed at MassMutual Life Insurance Company and has been involved with the Second Harvest Food Bank and Reily Recreation Center. 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 structures financial planning as annual, collaborative engagements using firm-approved software to analyze goals and deliver written 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 P

Series 63, Series 65

Boston, MA

Mass Mutual Investors Services

Michael Perisho is a financial advisor at MassMutual Investors Services with over 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with MassMutual and METLIFE Securities. In addition to his advisory role, he operates as an independent insurance agent specializing in fixed annuities and life, accident, health, and long-term care insurance. MassMutual Investors Services is 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 seminars, focusing on collaborative, annual planning engagements that utilize advanced 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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John N

ChFC®, Series 63, Series 66

Boston, MA

Mass Mutual Investors Services

John Navien is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to his current role since 2017, he worked at Metlife Securities, Inc. from 2014 to 2017. He is also involved in a non-affiliated insurance brokerage focusing on group benefits. 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 offers asset management, wrap 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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Thomas C

Series 63

Boston, MA

Mass Mutual Investors Services

Thomas Cataldo is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 63 designation and 43 years of industry experience. His prior work includes roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. 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 collaborative, annual financial planning engagements supported by 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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Adrian A

Series 63

Boston, MA

Mass Mutual Investors Services

Adrian Amaya is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 63 designation and eight years of industry experience. He has worked at several firms, including Northwestern Mutual and Standard Life Investments, before joining his current firm. 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 tools to deliver written recommendations in annual, collaborative planning 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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Dannise M

Series 63, Series 65

Boston, MA

Mass Mutual Investors Services

Dannise Mazzola is a financial advisor at MassMutual Investors Services with four years of industry experience. She has worked at various firms including MassMutual Life Insurance Company, Baystate Financial, and McAdam LLC. She holds the Series 63 and Series 65 designations. 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, and educational seminars, structuring financial planning as annual collaborative engagements that incorporate 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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Bryan M

Series 66

Boston, MA

Mass Mutual Investors Services

Bryan Morrell is a financial advisor at MassMutual Investors Services with 18 years of industry experience. He holds a Series 66 designation and has worked at MassMutual life Insurance Co since 2018 and MassMutual Investors Services since 2017, following a two-year tenure at MetLife Securities Inc. He is also a partner in Baystate Financial LLC, a financial services business. MassMutual Investors Services operates as a subsidiary of MassMutual, providing ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers educational seminars and event-driven planning programs, including a recent standalone Divorce Planning service.

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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Deborah N

CFP®, Series 63, Series 66

Boston, MA

Mass Mutual Investors Services

Deborah Naylor is a CFP® professional with 17 years of experience in the financial services industry. She is currently with Mass Mutual Investors Services in Boston, MA, and has previously worked at Citizens Securities, Inc., Citizens Bank, and Morgan Stanley. 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, asset management, and educational seminars, with a focus on collaborative, goal-driven planning and a range of specialized services including 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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Jerald F

CFP®, ChFC®, Series 63, Series 65

Boston, MA

Mass Mutual Investors Services

Jerald Facey is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding CFP® and ChFC® designations with 28 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has also worked with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. since 2015 and 2016, respectively. Outside of his advisory role, he operates an insurance brokerage focusing on individual and group life and health insurance. Mass Mutual Investors Services, LLC 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, annual financial planning engagements and offers a range of programs including estate settlement 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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Matthew M

Series 66

Boston, MA

Mass Mutual Investors Services

Matthew Milikowsky is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and previously worked at McKinsey & Company. Milikowsky serves as a Lieutenant-Colonel in the U.S. Army Reserves and is a professor of National Security Law at the Judge Advocate General’s Legal Center and School. 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, and charitable organizations. The firm utilizes firm-approved software for goal analysis and provides collaborative, annual financial 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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George N

Series 63

Boston, MA

Mass Mutual Investors Services

George Nelson Jr. is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 63 designation and has worked at Eaton Vance and Morgan Stanley in prior roles. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing planning relationships using firm-approved tools and educational seminars, with a focus on event-driven and specialized 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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William F

Series 66

Boston, MA

Mass Mutual Investors Services

William Flynn is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 66 designation and bringing nine years of industry experience. He previously worked at Ameriprise and Star Market before joining Mass Mutual Investors Services in 2024. Mass Mutual Investors Services provides ongoing 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.

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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