David Di Biase is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 63 designation and one year of industry experience. Prior to his financial services career, he has been co-owner of Arona Salon since 2017 and co-owner and director of operations at Fish Window Cleaning since 2014. Mass Mutual Investors Services, LLC 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. The firm offers collaborative, annual planning engagements supported by firm-approved analytical tools and also provides event-driven planning services including divorce and estate-settlement planning.

William Condon is a financial advisor at MassMutual Investors Services in Boston, MA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MassMutual and its affiliates since 2004. Outside of his advisory role, he is involved in insurance brokerage specializing in life and health 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 offers financial planning, asset management, and various educational programs using collaborative, goal-oriented approaches and firm-approved analytical tools.

Kim Martell is a financial advisor at MassMutual Investors Services with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Eagle Strategies, Nylife Securities, New York Life Insurance, Bristol County Savings Bank, and Admirals Bank. Outside of her advisory role, she is involved in business coaching referrals through Beyond EQ International. MassMutual 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, focusing on collaborative, annual planning engagements using firm-approved tools to deliver written recommendations.

Charles Floeckher is a financial advisor at Mass Mutual Investors Services in Boston, MA, holding CFP® and Series 66 credentials with 12 years of industry experience. He has worked at firms including Primerica Advisors, Guardian Life Insurance Company, and New York Life Insurance Co. Outside of advisory services, he is also engaged in insurance brokerage, focusing on life, long-term care, and fixed annuities. 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 provides ongoing financial planning using firm-approved analytics and offers asset management, wrap and money-manager programs, and educational seminars.

Gregg Miles is a financial advisor with MassMutual Investors Services in Boston, MA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with MML Investor Services and MassMutual Life Insurance Company since 2005. Outside of his advisory role, he is a managing partner at CCA IPG, LLP, a firm that provides life insurance solutions to non-U.S. citizens and dual citizens living in the U.S., primarily Canadian citizens and professional athletes. MassMutual 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 employs a collaborative, goal-oriented planning approach using firm-approved software and tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Michael Heberlein is a CFP® professional with 12 years of experience at MassMutual Investors Services and MassMutual Life Insurance Company in Boston, MA. His background includes roles in individual life, group life, and group health insurance sales. Additionally, he is involved in exit planning execution referrals as the owner of a business that introduces clients to an exit planning firm. 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, focusing on collaborative, annual planning engagements that utilize firm-approved analytical tools.

Eric Spindt is a financial advisor with MassMutual Investors Services in Boston, MA, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has been with MassMutual Financial Group since 2014 and MML Investors Services since 2011. Outside of his advisory role, Spindt serves as CEO of Commonwealth Financial Group, overseeing the development and support of financial technology tools, and is involved in consulting and training through Bigger Futures. He is also a co-founder of a technology company, FirmOS, and participates as a limited partner in racehorse buying and selling ventures. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers structured, annual financial planning engagements utilizing firm-approved software and tools, with optional implementation services through separate brokerage or insurance arrangements.

Robert Skloff is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 63 designation and 42 years of industry experience. He has been with MML Investors Services since 1984 and Mass Mutual Life Insurance Company since 1983. Skloff is also involved in life and health insurance sales. 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, wrap and money-manager programs, and educational seminars.

Stephen Ross is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 2011. Outside of his advisory role, he is also active as an insurance agent specializing in individual and group life and health 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 provides ongoing financial planning, asset management, and educational seminars, employing firm-approved analysis tools and structured, collaborative client relationships.

Chloe Mc Kee is a financial advisor with Mass Mutual Investors Services in Boston, MA. She holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Mass Mutual, she worked at Ameriprise Financial Services and Brown Brothers Harriman. Outside of her advisory role, she is the CEO and founder of The Wandering Bartender, LLC, a restaurant and bar 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 offers collaborative, annual planning engagements utilizing firm-approved software tools and supports a range of event-driven planning programs.

Todd Seresky is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 63 license and 11 years of industry experience. His prior roles include positions at MBSC Securities Corporation, BNY Mellon, and Fidelity Investments. 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 programs, structuring planning as ongoing, collaborative engagements using firm-approved analytical tools.

Dakota Brizendine is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding Series 63 and Series 65 licenses. He has 10 years of industry experience, having worked at MML Investors Services, LLC since 2016 and MassMutual Life Insurance Co since 2014. He is also the owner of an LLC established to receive compensation for other business activities. MML 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, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and offers various event-driven planning programs.

Alex Lemarier is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 63 designation and with two years of industry experience. Prior to his current role, he worked in various positions including at Trinity High School and Cardinal LaCroix Academy. 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 structured, collaborative planning relationships using firm-approved analytical tools and offers several specialized planning programs.

Craig Millett is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 63 designation and bringing 40 years of industry experience. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 1996. Millett has additional involvement in individual and group life insurance sales and serves as a specialist for life settlements and viaticals. 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, wrap and money-manager programs, and educational seminars, providing tailored investment strategies without discretionary authority over client assets.

Kyle McBurney is a CFP® professional with 12 years of experience in the financial services industry. He has worked at MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2020 and previously spent four years at Bank of New York Mellon. He is the managing partner of Highland Peak Wealth, Inc., a personal investment advisory business affiliated with his firm. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive, collaborative planning engagements supported by proprietary software tools and delivers recommendations primarily focused on investment categories and strategies.

Jason Greenfield is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 66 designation and six years of industry experience. His prior roles include positions at Merrill Lynch, Crescent Harbor Private Wealth, and MassMutual Life Insurance Company. Outside of finance, he has experience in the hospitality and cultural arts sectors, including work with The Post Brewing Co. and the South Miami Dade Cultural Arts Center. MassMutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to support collaborative, annual financial planning engagements and offers a range of programs including wrap and money-manager options, as well as educational seminars.

Patrick O'Brien is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 63 designation and has prior experience at AJA International Inc., Citizens Capital Market, Inc., and Citizens Bank N.A. 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 planning engagements using firm-approved software and emphasizes event-driven planning programs such as divorce and estate-settlement planning.

Lucas Brown is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding Series 63 and Series 66 licenses. He has six years of industry experience with prior roles at firms including Voya Financial Advisors, JP Morgan, and First Republic Investment Management. Brown is also the founder of Plan & Roam Financial, an educational business focused on financial literacy and coaching. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars using collaborative, software-supported methods to tailor recommendations for clients.

Evan Allaire is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 63 designation and four years of industry experience. Prior to joining MassMutual Life Insurance Company and Mass Mutual Investors Services in 2022, he worked for ten years at Darden Restaurant Group. MassMutual 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, structuring engagements as annual, collaborative relationships that focus on goal analysis and written recommendations.

William Moody is a CFP® professional with 19 years of industry experience. He is currently affiliated with Mass Mutual Investors Services in Boston, where he has worked since 2017. Prior to that, he was with MetLife Securities Inc. for seven years. 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, providing clients with detailed, collaborative planning and a range of implementation options.

Cameron Monette is a financial advisor with Mass Mutual Investors Services based in Boston, MA. He holds a Series 66 designation and has four years of industry experience. Prior to his current role, he worked at Real Time Resolutions, Inc., and has also been involved in bookkeeping for a real estate holding company. Mass Mutual 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 utilizes firm-approved software to analyze client goals and provides ongoing, collaborative financial planning engagements.

Brett Skloff is a CFP® professional with nine years of industry experience, currently affiliated with Mass Mutual Investors Services in Boston, MA. His prior roles include positions at UBS Financial Services and Putnam Retail Management. He has been with MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2019. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes ongoing planning relationships using firm-approved analytical tools and offers specialized programs such as estate settlement and employer-sponsored plans.

Bryan Porter is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 63 designation and previously worked at Mastercard for five years, as well as at The Bowdoin Group and Bowdoin College. 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, ongoing planning engagements utilizing firm-approved analytical tools, and features specialized services such as divorce planning and employer-sponsored programs.

Wesley Sykes is a financial advisor at Mass Mutual Investors Services with a Series 63 designation and one year of industry experience. His prior work includes roles at Amazon (Urban Logistics, LLC), Great American Media Services, Enterprise Publishing Co., and The Standard-Times. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, 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 that use firm-approved software and generally recommend investment strategies rather than specific products.

Callie Enfield is a financial advisor with Mass Mutual Investors Services in Boston, MA. She holds a Series 63 designation and has one year of industry experience. Prior to her current role, she worked at KPMG LLP for six years. 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, estates, charitable organizations, and employers. The firm uses firm-approved software to structure annual, collaborative financial planning engagements and offers a range of investment and educational programs.

Felipe Venegas is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding Series 63 and Series 65 licenses and with 29 years of industry experience. He has been with MML Investors Services and Massachusetts Mutual Life Insurance Company since 1997. Outside of his advisory role, he owns Apex Coaching LLC, which provides facilitation and moderation services focused on non-financial planning topics for families and family businesses. 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, emphasizing collaborative, goal-based planning with a range of event-driven planning services.

Jeffrey Carey is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 66 designation and 17 years of industry experience. He has been with MML Investor Services and MassMutual Life Insurance Company since 2009. Outside of his advisory role, Carey is an agent in health and life insurance and owns a referral business focused on exit planning execution. 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, with a focus on collaborative, goal-oriented planning using firm-approved analytical tools.

Santo Dimino is a Series 66 licensed advisor with seven years of industry experience. He is currently affiliated with MML Investors Services, LLC, a subsidiary of MassMutual, and has held roles at firms including Morgan Stanley and Kestra Investment Services. Outside of financial advising, he is involved in real estate as an agent and partner, and works in marketing and business development for a home improvement contracting business. MML Investors Services, LLC provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements and offers specialized programs such as divorce planning and estate-settlement services.

Jonathan Philbrook is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 63 designation and seven years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MML Investors Services. Philbrook also has a background with Mass Mutual Life Insurance Company and served in the Vermont Army National Guard from 2013 to 2024. Mass Mutual 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 and offers asset management, wrap and money-manager programs, as well as educational seminars.

Robert Bourque is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2016. Outside of his advisory role, he is involved in managing a financial services partnership at Highstreet Insurance Partners. 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, and charitable organizations. The firm uses firm-approved analytical tools to develop written financial recommendations and offers various planning programs, including specialized event-driven services.

Robert Millett is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience, including prior roles at JP Morgan Chase Bank, J.P. Morgan Securities, First Republic Investment Management, and Fidelity. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and investment services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers asset management, wrap and money-manager programs, and educational seminars.

Ryan Wagner is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His career includes roles at Park Ave Securities and Guardian Life Insurance, prior to joining Mass Mutual Investors Services and MassMutual Life Insurance Company. 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, focusing on collaborative, annual planning engagements without discretionary investment authority.