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

Joel N

Series 66

Chicago, IL

Mass Mutual Investors Services

Joel Norman is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds a Series 66 designation and has worked at firms including Osaic Wealth, Michigan Financial Companies, and Great Lakes Financial. His background also includes roles outside finance, such as positions in residence life at the University of Pittsburgh and at Manchester Academy Charter School. 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 offers various 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
user avatar
firm logo

Angelo T

Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Angelo Tardi is a financial advisor with Mass Mutual Investors Services in Chicago, IL, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been with Mass Mutual-affiliated firms since 2015 and operates an advisory business through Tardi Family Financial Incorporated, where he supervises and manages investment programs. In addition, he works as an independent insurance agent specializing in life, accident, and health 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 provides financial planning, asset management, and educational seminars, using firm-approved software to support collaborative, goal-based 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
user avatar
firm logo

Susan M

Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Susan Murphy Reid is a financial advisor with Mass Mutual Investors Services based in Chicago, IL. She holds Series 63 and Series 65 credentials and has 25 years of industry experience. Her prior work includes roles at MetLife Securities Inc. and MassMutual Life Insurance Company. She is also an independent insurance agent operating under Levine & Reid, Inc. Mass Mutual Investors Services 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 comprehensive planning using firm-approved software and delivers written recommendations through annual collaborative engagements.

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

Sean C

Series 63, Series 65

Chicago, IL

Mass Mutual Investors Services

Sean Cooper is a financial advisor with Mass Mutual Investors Services in Chicago, IL, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, following a two-year tenure at MetLife Securities, Inc. Additionally, he operates as an independent insurance agent specializing in life, dental, disability, long-term care, fixed annuities, 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 provides financial planning, asset management, and educational seminars, with an emphasis on collaborative, goal-based planning using 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
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")