William Yeung is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory work, Yeung operates as an insurance broker and serves as a trustee managing expense reviews for a family property. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that delivers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as collaborative annual relationships using firm-approved software to analyze goals, with implementation of recommendations conducted through separate brokerage or insurance arrangements.

Xiao Chen is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Prior to joining MassMutual in 2017, Chen worked at New York Life Insurance Company and NYlife Securities. Outside of advisory work, Chen operates an independent insurance and financial services business and is also a licensed loan originator. 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 ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software to analyze client goals and deliver written recommendations.