Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Tyler M

Series 63, Series 66

Charlotte, NC

Mass Mutual Investors Services

Tyler Mote is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including The Vanguard Group and Amway, where he is also active as a distributor of nutrition, beauty, personal care, and home products. 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, using firm-approved software and collaborative client engagements to develop tailored 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
user avatar
firm logo

Jennifer D

Series 63, Series 66

Charlotte, NC

Mass Mutual Investors Services

Jennifer Dickson is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding Series 63 and Series 66 credentials and 26 years of industry experience. Her prior roles include positions at LPL Financial and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Mass Mutual Investors Services operates as 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 emphasizes collaborative, goal-based financial planning using firm-approved analytical tools and offers specialized planning programs such as divorce 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
user avatar
firm logo

Matthew T

Series 66

Charlotte, NC

Mass Mutual Investors Services

Matthew Tardugno is a financial advisor with MassMutual Investors Services in Charlotte, NC, holding a Series 66 designation and five years of industry experience. His prior roles include positions at LPL Financial, UBS Financial Services, Axa Equitable, and Chatham Street Advisors. Outside the financial industry, he has been involved with FTA Embroidery Charlotte. 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 a range of planning programs and educational seminars to support client goals.

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

Hayden C

CFP®, Series 66

Charlotte, NC

Mass Mutual Investors Services

Hayden Cash is a CFP® with five years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services in Charlotte, NC. His work history includes roles at MassMutual Life Insurance and various other firms, including a brief involvement with Kitu Life, Inc. and Suntime Pools. 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, and charitable organizations, employing firm-approved software tools to support client goal analysis and 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
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")