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Hallye P
Series 66
Dallas, TX
Mass Mutual Investors Services
Hallye Perkins is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding a Series 66 credential and 17 years of industry experience. She has been with MML Investors Services Inc and Mass Mutual Financial Group since 2008. Outside of her advisory role, she is also licensed as an insurance agent specializing in life and health insurance and serves as president of an LLC used for administrative purposes. MassMutual 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 emphasizes structured, annual planning relationships using firm-approved analytical tools and offers a range of programs including wrap accounts, money-manager programs, and educational seminars.
Lisa R
Series 63
Dallas, TX
Mass Mutual Investors Services
Lisa Rapfogel Ostroff is a financial advisor with MassMutual Investors Services in Dallas, TX, holding a Series 63 designation and 31 years of industry experience. She has been with MassMutual and its affiliates since 1996. Outside of her advisory role, she serves as an instructor for the Certificate in Financial Planning program at Southern Methodist University and also works as an insurance broker specializing in life and health insurance. MassMutual Investors Services, LLC operates as a subsidiary of MassMutual and offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved tools and provides specialized planning services including divorce, estate settlement, and employer-sponsored programs.
Robin S
Series 66
Dallas, TX
Mass Mutual Investors Services
Robin Skillingberg is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding a Series 66 designation and 20 years of industry experience. Prior to joining Mass Mutual in 2020, he worked at USAA in various financial planning and advisory roles from 2011 to 2020 and at USAA Investment Management Company from 2018 to 2020. 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, annual planning engagements without investment discretion.
Jordan E
Series 63, Series 65
Dallas, TX
Mass Mutual Investors Services
Jordan Earles is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He previously worked at Northwestern Mutual in various roles from 2014 to 2021. Outside of financial services, he is also a professional musician, performing as a guitarist and singer since 2007. 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, emphasizing collaborative, goal-based planning without discretionary investment authority.
Omar K
Series 66
Dallas, TX
Mass Mutual Investors Services
Omar Khan is a financial professional with two years of industry experience, currently affiliated with Mass Mutual Investors Services. He holds a Series 66 designation and previously worked at Ford Motor Company for five years. Outside of his advisory role, he is involved in insurance sales focusing on life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services operates as 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 provides collaborative, goal-based planning using software tools and educates clients through seminars, with various specialized planning programs available.
Charles G
Series 63, Series 65
Dallas, TX
Mass Mutual Investors Services
Charles Gholami is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 licenses and three years of industry experience. His prior roles include positions at HUB Investment Partners, Full Sail Capital, and Tom Johnson Investment Management. 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, using firm-approved tools to develop written recommendations without discretionary investment authority.
Christian E
Series 63, Series 65
Dallas, TX
Mass Mutual Investors Services
Christian Estrada is a financial advisor with Mass Mutual Investors Services based in Dallas, TX. He holds Series 63 and Series 65 licenses and has eight years of industry experience. Estrada has previously worked at Park Avenue Securities and leads his own firm, Estrada & Associates, which specializes in health insurance sales. He also works as an insurance agent focusing on life, fixed annuities, and long-term care 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, and charitable organizations. The firm offers collaborative, annual financial planning engagements supported by analytical tools and educational seminars.
Anna S
Series 63, Series 65
Dallas, TX
Mass Mutual Investors Services
Anna Sundvold is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 credentials and three years of industry experience. She has worked at MassMutual Life Insurance Co and 49 Wealth Management, among other firms. Outside of finance, Sundvold is a professional dancer with the Dallas Cowboys Cheerleaders and a dance instructor at Eminence Dance Complex. 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 provides financial planning, asset management, and educational seminars using firm-approved analytical tools, with a focus on collaborative, goal-oriented planning engagements.
Curtis K
Series 63, Series 65
Dallas, TX
Mass Mutual Investors Services
Curtis Klieger is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has been with Mass Mutual Investors Services since 2013 and has additional business interests including ownership of Stonewater Financial Group LLC and serving as treasurer for The Arc of DFW, an organization supporting people with intellectual and developmental disabilities. 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 collaborative, annual financial planning relationships using firm-approved tools and also delivers event-driven planning services such as estate settlement and divorce planning.
Christopher H
Series 63, Series 65
Dallas, TX
Mass Mutual Investors Services
Christopher Hayes is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding Series 63 and Series 65 licenses and possessing four years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2019 to 2023 and has concurrent experience in insurance sales. Outside of advising, he engages in insurance sales, providing life, disability, and health insurance products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, structuring client engagements as annual planning relationships focused on goal analysis and strategy recommendations.
Ashton L
Series 66
Dallas, TX
Mass Mutual Investors Services
Ashton Larza is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding the Series 66 designation and one year of industry experience. Prior to joining Mass Mutual Investors Services in 2025, he held roles at LPL Enterprise and The Prudential Insurance Company of America. His background also includes a range of positions outside finance, including work at Jimmy Johns and retail employment during his time as a student. Mass Mutual Investors Services, LLC 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 programs, using firm-approved software and tools to develop tailored recommendations.
Evan M
Series 66
Dallas, TX
Mass Mutual Investors Services
Evan Mayse is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding a Series 66 designation and 14 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2014. In addition to his advisory role, Mayse is licensed as an agent for individual and group life and health insurance. 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 educational seminars and a range of investment programs, including recently introduced event-driven planning services.
Justin M
Series 63, Series 65
Dallas, TX
Mass Mutual Investors Services
Justin Miller is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding Series 63 and Series 65 credentials with 12 years of industry experience. He has been with Mass Mutual Investors Services since 2014 and has a background in life insurance sales dating back to 2012. 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 offers a range of programs including wrap and money-manager services, along with educational seminars.
James I
Series 63, Series 65
Dallas, TX
Mass Mutual Investors Services
James Ingrahm is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding Series 63 and Series 65 licenses and having seven years of industry experience. His prior roles include positions at Northwestern Mutual and US Bank. Outside of his advisory work, he is also an insurance broker specializing in life, disability, and fixed annuities. Mass Mutual Investors Services provides financial planning and investment advisory services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, goal-based planning using firm-approved analytical tools and offers a range of asset management and educational programs.
Shey S
Series 63, Series 65
Dallas, TX
Mass Mutual Investors Services
Shey Stegall is a financial advisor at MassMutual Investors Services in Dallas, TX, with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including MML Investors Services, MassMutual, and MWA Financial Services. Outside of her advisory role, she serves on the board of a nonprofit organization, Trauma Support Services, and leads a MassMutual general agency as president of BluecrestFA, LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and investment management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative annual financial planning engagements supported by proprietary software and educational seminars.
Jessica T
Series 66
Dallas, TX
Mass Mutual Investors Services
Jessica Tarantino is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding a Series 66 designation and 11 years of industry experience. She has been with MassMutual and its affiliate MML Investors Services since 2017 and previously worked at Nexus Advisors. 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, wrap and money-manager programs, and educational seminars.
Andrew E
Series 63, Series 65
Dallas, TX
Mass Mutual Investors Services
Andrew Eppes is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with MML Investors Services and MassMutual since 2011. Outside of his advisory role, he is the owner of Nexus Advisors LLC, an entity involved in securities and insurance, and also works as a broker in life and health insurance. 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 financial planning, asset management, and educational seminars, using collaborative annual planning engagements supported by firm-approved software and tools.
Ethan H
CFP®, ChFC®, Series 66
Dallas, TX
Mass Mutual Investors Services
Ethan Hokanson is a CFP® and ChFC® financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He previously worked at First Command Advisory Services and Integrity Alliance, LLC. Outside of his advisory role, he is involved in oil and gas investments and serves as president or managing partner of several personal holding companies. 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 using firm-approved analytical tools and provides event-driven planning services such as divorce and estate settlement.
Riley B
Series 66
Dallas, TX
Mass Mutual Investors Services
Riley Bauman is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and less than one year of industry experience. Prior to his current role, he worked with the Los Angeles Angels and was involved with Revolution Baseball and Softball, LLC. 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, and charitable organizations. The firm uses technology-driven tools to deliver written recommendations and offers specialized planning services including divorce planning and estate settlement.
Michael M
Series 63, Series 65
Dallas, TX
Mass Mutual Investors Services
Michael Muncy is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Park Avenue Securities and Guardian Life Insurance Company. From 2008 to 2018, he was involved in an entrepreneurial venture with Attractive Lawns. 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, focusing on collaborative, goal-oriented planning engagements.
Michael C
Series 63, Series 65
Dallas, TX
Mass Mutual Investors Services
Michael Cogliano is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding Series 63 and Series 65 licenses and having 31 years of industry experience. He previously worked at Hilltop Securities Inc. for 22 years before joining MassMutual Life Insurance Company and Mass Mutual Investors Services in 2022. MML 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, using firm-approved software tools to analyze client goals and deliver written recommendations.
Holly C
CFP®, Series 63
Dallas, TX
Mass Mutual Investors Services
Holly Clapp is a CFP®-certified financial advisor with 38 years of industry experience, currently with Mass Mutual Investors Services in Dallas, TX, where she has worked since 2001. She is the owner of Live Through Divorce LLC, a firm providing divorce planning services. Holly also manages a financial planning practice under Nexus Advisors LLC and serves as an insurance agent focusing on life and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, and organizations. The firm offers a range of planning services including event-driven offerings such as divorce planning, estate settlement, and employer-sponsored programs.
Timothy S
CFP®, Series 63, Series 66
Dallas, TX
Mass Mutual Investors Services
Timothy Stark is a CFP® professional with 28 years of industry experience, currently affiliated with Mass Mutual Investors Services in Dallas, TX. He has been with MML Investors Services LLC and Massmutual Life Insurance Company since 2012. Outside of his advisory work, he is the owner of KC Equestrian, LLC, a business focused on horse training and ownership, and serves as president of the board for Christ the King Church. 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 comprehensive financial planning, asset management, and educational seminars, utilizing firm-approved tools to deliver tailored investment strategies without discretionary authority.
Cody S
Series 66
Dallas, TX
Mass Mutual Investors Services
Cody Sutton is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding a Series 66 designation and 11 years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance since 2017 and previously worked at Kestra Advisory Services LLC and Income by Design. Sutton serves as Treasurer of the Board for The Arc of Texas, a nonprofit organization. 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 collaborative, annual financial planning engagements and a range of investment programs and educational seminars.
Justin B
Series 63, Series 66
Dallas, TX
Mass Mutual Investors Services
Justin Baack is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Hilltop Securities Inc., NatAlliance Securities LLC, and The Independent BankersBank. Outside of his advisory role, he serves as Treasurer for the Hebron Hawks Softball Booster Club, managing financial and volunteer support for the high school softball program. 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, structuring engagements as annual collaborative relationships focused on client goals and strategies.
Barry J
CFP®, ChFC®, Series 63
Dallas, TX
Mass Mutual Investors Services
Barry Johnson is a financial advisor with MassMutual Investors Services in Dallas, TX, holding CFP® and ChFC® designations and over 44 years of industry experience. He has been associated with Johnson Financial Group since 2003 and MassMutual since 1996. Outside of his advisory role, he is involved in insurance sales and brokerage through Johnson Financial Group and Symphony Risk Solutions, LLC. 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, using firm-approved tools and offering collaborative, annual planning engagements.
Daniel D
CFP®, CFA®, Series 63, Series 65
Dallas, TX
Mass Mutual Investors Services
Daniel Drabinski is a financial advisor at MassMutual Investors Services with 11 years of industry experience. He holds the CFA® designation along with Series 63 and Series 65 licenses. His professional tenure includes work at MML Investors Services LLC and MassMutual Insurance Co since 2014. Outside of his advisory role, Drabinski serves on the boards of the Rotary Club of the Park Cities, the CFA Society of DFW as treasurer, and the YMCA of Metropolitan Dallas and its foundation; he is also a rowing instructor at the YMCA of Metro Dallas. MassMutual 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’s planning engagements are structured as collaborative annual relationships utilizing comprehensive client data and firm-approved software to develop tailored recommendations across investment categories.
Jodie W
Series 66
Dallas, TX
Mass Mutual Investors Services
Jodie West is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding a Series 66 designation and 22 years of industry experience. She has been with MML Investors Services Inc. and MassMutual since 2010. Outside of her advisory role, she is also a licensed agent representing other insurance carriers in life, health, and property & casualty insurance. MassMutual 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, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using firm-approved analytics and offers specialized services including divorce planning and employer-sponsored programs.
Jonathan L
Series 63, Series 65
Dallas, TX
Mass Mutual Investors Services
Jonathan Lyphout is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Co since 2018 and previously at Modern Woodmen of America and MWA Financial Services from 2015 to 2018. He serves as a board member of the Coppell Chamber of Commerce. 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 emphasizes collaborative, annual financial planning engagements using analytical tools and offers programs including estate settlement, employer-sponsored planning, and a standalone divorce planning service.
Ryan H
Series 63, Series 65
Dallas, TX
Mass Mutual Investors Services
Ryan Hill is a financial advisor with Mass Mutual Investors Services in Dallas, TX, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with MassMutual Life Insurance Co and Mass Mutual Investors Services since 2001. Hill is also an owner of Nexus Advisors, LLC, which operates outside of his primary role and involves individual life insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative annual financial planning engagements supported by firm-approved software and event-driven planning programs such as estate settlement and employer-sponsored planning.
Adrienne U
CFP®, Series 63
Dallas, TX
Mass Mutual Investors Services
Adrienne Upchurch is a CFP® certificant with 27 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services. She has been with MML Investor Services and Mass Mutual Life Insurance Company since 2013. Outside of finance, she has acted in TV shows and movies and worked as a background actor and stand-in extra for user guide content production unrelated to the financial field. Mass Mutual Investors Services, LLC is a subsidiary of MassMutual 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 and a range of investment programs along with educational seminars.
Enzo N
Series 63, Series 65
Dallas, TX
Mass Mutual Investors Services
Enzo Neto is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Bluecrest and Florida Financial Advisors, as well as a series of entrepreneurial ventures in the hospitality industry. Outside of his advisory role, he is also active as an insurance broker specializing in life, disability, long-term care, fixed annuities, 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 comprehensive financial planning, asset management, and educational programs, structuring client relationships around annual, collaborative planning engagements tailored to specific financial goals.
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