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Anthony Z

Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Anthony Zitella is a financial advisor with Mass Mutual Investors Services in Chicago, IL, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 13 years with METLIFE Securities Inc. In addition to his advisory role, he is an independent insurance agent specializing in disability income, fixed annuities, life, accident, health, and long-term care insurance. 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, emphasizing collaborative, goal-based planning without discretionary investment authority.

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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Connor V

Series 66

Chicago, IL

Mass Mutual Investors Services

Connor Vander Brug is a financial advisor at Mass Mutual Investors Services with 8 years of industry experience. He holds a Series 66 designation and has worked previously at Allstate Financial Advisors, LLC, AXA Advisors, LLC, and VanderBrug Insurance Agency, Inc. 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’s financial planning involves collaborative, goal-based 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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Paul G

Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Paul Gassel is a financial advisor with MassMutual Investors Services in Chicago, IL, holding Series 63 and Series 65 designations and having 28 years of industry experience. He has been with MassMutual Investors Services since 1998 and with MassMutual Life Insurance Co since 1997. In addition to his advisory role, he serves on the boards of Norwegian American Hospital and Erie Neighborhood House. MassMutual 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 offers a range of programs including wrap and money-manager services 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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Craig C

Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Craig Caimi is a financial advisor with MassMutual Investors Services in Chicago, IL, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior experience includes roles at Northwestern Mutual Wealth Management Company and its affiliates from 2016 to 2019. He also works as an insurance broker focusing on life, disability, and long-term care insurance. MassMutual Investors Services, LLC is an SEC-registered investment adviser and broker-dealer that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers event-driven planning services such as divorce 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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Brian S

Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Brian Salmonson is a financial advisor with Mass Mutual Investors Services in Chicago, IL, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities Inc. from 2006 to 2017. Additionally, he is an insurance agent handling brokerage for Metlife fixed products. 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 a range of planning programs and educational seminars while employing firm-approved software tools in a collaborative planning process.

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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Jeremy F

Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Jeremy Fager is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He holds Series 63 and Series 65 designations and has been with MML Investors Services and Mass Mutual Life Insurance Company since 2015. Based in Chicago, IL, he provides financial services within a large institutional firm. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager 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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Andrew K

Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Andrew Kaczkowski is a financial advisor with Mass Mutual Investors Services in Chicago, IL, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining Mass Mutual in 2018, he worked at Northwestern Mutual and held roles outside finance, including positions at Uber and Your Pets Wellness. He serves as Treasurer of the Oak Park River Forest Chamber of Commerce, where he is responsible for budgeting, financial reporting, and chairing executive committee functions. MassMutual Investors Services, LLC 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 structured, collaborative planning process and provides a range of programs including educational seminars and event-driven 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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Russell C

Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Russell Clousing II is a financial advisor with MassMutual Investors Services in Chicago, IL, holding Series 63 and Series 65 credentials and 37 years of industry experience. His prior work includes roles at MetLife Securities Inc. and MassMutual Life Insurance Company. Outside of his advisory duties, he teaches a short-term high school business class and has ownership in an insurance brokerage specializing in individual and group life, health, and property/casualty 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 provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships that utilize firm-approved tools and do not grant investment discretion to advisers.

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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Manuel B

Series 63, Series 66

Chicago, IL

Mass Mutual Investors Services

Manuel Blanco is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked in various capacities at MassMutual Life Insurance Co and MML Investors Services since 2016. Outside of his advisory role, Blanco works as a staff supervisor at a restaurant/bar and is also involved in outside insurance sales as a broker. 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, structuring engagements as annual collaborative relationships that emphasize goal analysis and strategy 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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Joseph S

Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Joseph Stoll is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at Turnkeough Wealth Management, Advocate Christ Medical Center, and Edgewood Valley Country Club. Outside of his advisory role, he coaches youth basketball, working with 6th to 8th graders in both school and camp settings. 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, and charitable organizations. The firm delivers annual, collaborative financial planning engagements using firm-approved tools and offers specialized services such as estate settlement and divorce 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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Janos V

Series 66, Series 63

Chicago, IL

Mass Mutual Investors Services

Janos Von Aulock is a financial advisor with Mass Mutual Investors Services who holds Series 66 and Series 63 licenses and has six years of industry experience. He has worked at Mass Mutual Investors Services since 2018 and at Mass Mutual Life Insurance since 2017. Outside of his advisory role, he has participated as a guest speaker at Hoopis Performance Network events. 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, often structuring planning engagements as collaborative annual relationships using firm-approved software to analyze 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
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Michael R

Series 63, Series 66

Chicago, IL

Mass Mutual Investors Services

Michael Riback is a financial advisor with Mass Mutual Investors Services in Chicago, holding Series 63 and Series 66 licenses and possessing 26 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Company since 2014. Riback owns an LLC structured for pass-through compensation. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools to deliver collaborative, goal-focused 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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Lawrence F

Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Lawrence Friedman is a financial advisor with Mass Mutual Investors Services in Chicago, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His prior roles include positions at New York Life Insurance Company, Guardian Life Insurance Company, Park Avenue Securities, and Hunken Ewing Financial Group. Outside of his primary role, he also sells non-MassMutual life and disability insurance. 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 financial planning, asset management, and educational seminars, with a structured, collaborative planning process that uses software tools and generally advises on investment categories rather than specific products.

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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Frank G

Series 66

Chicago, IL

Mass Mutual Investors Services

Frank Grooss V is a financial advisor with Mass Mutual Investors Services in Chicago, IL. He holds a Series 66 designation and has 11 years of industry experience, having worked at MML Investors Services since 2015 and Mass Mutual Life Insurance Company since 2014. 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, money-manager programs, and educational seminars, emphasizing collaborative, annual planning relationships 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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Paul T

ChFC®, Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Paul Tokarz is a financial advisor at Mass Mutual Investors Services in Chicago, IL, with 13 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 65 licenses and has been with Mass Mutual and its affiliated companies since 2015. Outside of his advisory role, he makes private equity referrals for business succession by connecting business owner clients with private equity buyers. 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 ongoing financial planning, asset management, and educational seminars with a collaborative and event-driven planning approach.

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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Bret H

Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Bret Hartung is a financial advisor with Mass Mutual Investors Services in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2014. Outside of his advisory role, he is also involved in business consulting, providing introductions and referrals for business owners. 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, focusing on collaborative, annual 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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Thomas K

Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Thomas Kunkle is a financial advisor with Mass Mutual Investors Services in Chicago, IL, holding Series 63 and Series 65 licenses and 31 years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2018, after four years at American Trust Investment Services, Inc. He serves as a board member for Legacy Leaders, a mentorship organization for at-risk youth, where he helps develop program strategy and recruit mentors. 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 supported by firm-approved tools and also provides specialized services such as divorce planning and employer-sponsored 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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Morgan B

Series 66

Chicago, IL

Mass Mutual Investors Services

Morgan Breitbach is a financial advisor with Mass Mutual Investors Services in Chicago, IL, holding a Series 66 designation and two years of industry experience. His background includes legal work at the Law Office of John A. Conniff and the United States District Court for the Northern District of Illinois, as well as experience in manufacturing engineering. 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 offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-driven planning delivered through 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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Kristin A

Series 66

Chicago, IL

Mass Mutual Investors Services

Kristin Anderson is a financial advisor at Mass Mutual Investors Services with six years of industry experience. She holds the Series 66 designation and has previously worked at firms including Merrill Lynch, Edward Jones Investments, and Sand Dollar Group. 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, utilizing firm-approved software tools to analyze client goals and provide 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 C

Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Michael Cotton is a financial advisor with Mass Mutual Investors Services in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also has experience with Massachusetts Mutual Life Insurance Company and MetLife Securities, Inc. Outside of advising, he is employed as a clerk at South Shore Golf Course and owns a business, MICCOT LLC. 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 collaborative planning engagements using firm-approved software and a range of investment and 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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Charles I

Series 65, Series 63

Chicago, IL

Mass Mutual Investors Services

Charles Idemudia is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2018 and Mass Mutual Life Insurance Company since 2017. Prior to his advisory roles, he was employed at Jimmy Johns and Lyft. 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.

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 T

Series 66

Chicago, IL

Mass Mutual Investors Services

William Tsoulos is a Series 66-licensed financial advisor with MassMutual Investors Services in Chicago, Illinois, and has 18 years of industry experience. He has been with MassMutual Investors Services and Massachusetts Mutual Life Insurance Company since 2017, and previously worked at MSI Financial Services from 2014 to 2017. Outside of his advisory role, he is involved in life and health insurance sales and is the owner of an LLC for pass-through compensation. 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, structuring client engagements as annual, collaborative relationships utilizing 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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George W

Series 63, Series 66

Chicago, IL

Mass Mutual Investors Services

George West is a financial advisor with Mass Mutual Investors Services in Chicago, IL. He holds Series 63 and Series 66 licenses and has three years of industry experience, including previous roles at Northwestern Mutual Investment Services and Philips Biotelemetry/Lifewatch. West serves on the board of Illinois Action for Children, a nonprofit focused on providing quality early learning childcare opportunities. Mass Mutual Investors Services 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 emphasizes collaborative, goal-based planning using firm-approved tools and provides various event-driven 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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Michael O

Series 63, Series 66

Chicago, IL

Mass Mutual Investors Services

Michael O'Neill Jr. is a financial advisor with Mass Mutual Investors Services in Chicago, IL, holding Series 63 and Series 66 licenses and having eight years of industry experience. He previously worked at Northwestern Mutual in various roles from 2015 to 2020. Outside of advising, he is also an insurance agent specializing in life, disability income, long-term care, and fixed annuities. 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 ongoing financial planning, asset management, and educational seminars, structuring client relationships on an annual basis using analytical tools and collaborative planning methods.

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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Sara A

Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Sara Ahmad is a financial advisor at Mass Mutual Investors Services with one year of industry experience. She holds Series 63 and Series 65 licenses. Prior to joining Mass Mutual, she worked at JPMorgan Chase Bank and has a background in academia from Bahria University and Cornell University. 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 analytical tools and includes specialized 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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Matthew M

Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Matthew Mabbitt is a financial advisor with Mass Mutual Investors Services in Chicago, IL, holding the Series 63 and Series 65 designations. He has three years of industry experience and has been with Mass Mutual Investors Services since 2019. Outside of his advisory role, he serves as a College Funding Coach Advisor, conducting seminars and webinars to help parents plan and save for college. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational seminars with an emphasis on collaborative, goal-oriented client 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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Marcel M

Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Marcel Marsh is a financial advisor with Mass Mutual Investors Services in Chicago, IL, holding Series 63 and Series 65 credentials and five years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2020 to 2023. Outside of his financial advising career, Marcel serves as a firefighter and paramedic for the City of Chicago. 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 structured, collaborative planning engagements using firm-approved analytical tools and emphasizes investment categories and strategies without discretionary authority.

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 S

Series 66

Chicago, IL

Mass Mutual Investors Services

Matthew Smart is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds the Series 66 designation and has worked at several firms including Equitable Advisors, Infinity Strategic Partners, and Hoopis Capital Management. His career also includes multiple roles within MassMutual and its affiliates. 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, focusing on goal-based recommendations rather than discretionary investment management.

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 S

Series 66, Series 63

Chicago, IL

Mass Mutual Investors Services

Michael Sims is a financial advisor with Mass Mutual Investors Services in Chicago, IL, holding Series 63 and Series 66 licenses and with six years of industry experience. Prior to his current role, he worked at NYLIFE Securities LLC and New York Life Insurance Company. He has experience in both financial services and an entrepreneurial venture in scuba diving. 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, and organizations. The firm emphasizes collaborative, annual planning engagements using firm-approved analytic tools and offers specialized services such as divorce planning, 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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Richard S

Series 66, Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Richard Schechter is a financial advisor with Mass Mutual Investors Services in Chicago, IL, holding Series 66, Series 63, and Series 65 credentials. He has 17 years of industry experience, including prior roles at Triad Advisors, Inc. and M Gottlieb Associates. He serves as a board member for 1335 Astor Cooperative Building and is president of Olom Financial Inc., where he provides business consulting services. Mass Mutual Investors Services 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 programs, delivering collaborative, goal-oriented advice 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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Graeme H

Series 65, Series 63

Chicago, IL

Mass Mutual Investors Services

Graeme Hart is a financial advisor with Mass Mutual Investors Services in Chicago, IL, holding Series 65 and Series 63 licenses, and has nine years of industry experience. He previously worked with Holistic Planners Network and has been with MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2019. Outside of his advisory role, he coaches youth soccer at Chicago City Soccer Club. 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 offers ongoing financial planning, asset management, and educational seminars, with a structured approach using firm-approved software to analyze client 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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Luke J

Series 66

Chicago, IL

Mass Mutual Investors Services

Luke Johnson is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience and previously worked at Greco & Sons, Stanislaus Food Products, and Dawson Sales. Outside of his advisory role, he conducts seminars and presents on whole life insurance policies for families through Generational Gifting Concept. 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 structures planning engagements as annual relationships using firm-approved software to analyze client goals and provides recommendations on investment categories and 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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Michael M

Series 63, Series 65, Series 66

Chicago, IL

Mass Mutual Investors Services

Michael Mock is a financial advisor with Mass Mutual Investors Services in Chicago, IL, holding Series 63, 65, and 66 licenses and 19 years of industry experience. He previously worked at Lincoln Financial Advisors for 10 years and has been with Mass Mutual-affiliated firms since 2017. Outside of his advisory role, he is involved in health insurance sales through a nonaffiliated brokerage. 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 a collaborative, annual planning process 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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Michael W

Series 63, Series 66

Chicago, IL

Mass Mutual Investors Services

Michael Windisch is a financial advisor with Mass Mutual Investors Services in Chicago, IL, holding Series 63 and Series 66 licenses and having 20 years of industry experience. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 2014. 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. The firm offers structured, collaborative planning engagements supported by firm-approved analytical tools and a range of investment and educational 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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Morgan L

Series 66

Chicago, IL

Mass Mutual Investors Services

Morgan Lougee is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds the Series 66 designation and previously worked at PwC for seven years. In addition to his advisory role, he is a licensed agent involved in individual life, property/casualty, health, group life, group health, and long-term care 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, and educational seminars, using firm-approved software to deliver 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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Christopher G

Series 66

Chicago, IL

Mass Mutual Investors Services

Christopher Gendreau is a financial advisor with Mass Mutual Investors Services in Chicago, IL, holding a Series 66 designation and nine years of industry experience. He previously worked at RW Baird & Co Inc. for six years and has held roles at Morgan Stanley, J.P. Morgan Chase Bank N.A., and BMO Harris. Mass Mutual Investors Services 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 collaborative, annual financial planning engagements utilizing firm-approved software and tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

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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Amy L

Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Amy Longenbaugh is a financial advisor with Mass Mutual Investors Services in Chicago, IL, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Mass Mutual Investors Services since 2002 and also works with MassMutual Life Insurance Company. Additionally, she is involved in outside insurance sales, offering various types of insurance including individual life, property/casualty, health, group life and health, long-term care, disability, and fixed annuities. 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 financial planning, asset management, and educational seminars, structuring engagements as annual collaborations that use firm-approved tools and simulations to analyze client goals and recommend 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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Ikechi U

Series 65, Series 63

Chicago, IL

Mass Mutual Investors Services

Ikechi Urum Eke is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 licenses and three years of industry experience. His prior work includes roles at Northwestern Mutual and Progenex. Outside of advising, he manages a short-term rental business through I & T Property Group LLC. 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 financial planning, asset management, and educational services, emphasizing structured, collaborative client relationships and event-driven 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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Sadie S

Series 66

Chicago, IL

Mass Mutual Investors Services

Sadie Skadron is a financial advisor with MassMutual Investors Services in Chicago, holding a Series 66 license and three years of industry experience. She has previously worked at firms including UBS and National Life Group. Skadron is co-owner of Innovision Wealth Management LLC, a business focused on branding and educational content. 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 financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements without discretionary investment authority.

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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Vincent S

CFP®, Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Vincent Silva is a CFP® professional with 16 years of industry experience, currently affiliated with Mass Mutual Investors Services in Chicago, IL. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2015. Silva also contributes as a guest speaker and contributor to Hoopis Performance Network. 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 financial planning, asset management, wrap and money-manager 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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