Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Edward W
Dayton, OH
Mass Mutual Investors Services
Edward Wood is a financial advisor with Mass Mutual Investors Services in Dayton, OH, holding 37 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously spent 11 years at MetLife Securities. Wood is also licensed as an individual life insurance agent. 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 approach includes collaborative annual planning engagements using advanced analytical tools, with optional implementation through separate brokerage or insurance arrangements.
Robert S
Series 66
Dayton, OH
Mass Mutual Investors Services
Robert Schaefer is a financial advisor with Mass Mutual Investors Services in Dayton, Ohio, holding a Series 66 designation and 22 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and Mass Mutual Life Insurance Company since 2016, following an 11-year tenure at METLIFE Securities Inc. Outside of his advisory role, he is also an insurance agent specializing in individual life, disability, long-term care, and fixed annuity products. 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 offers collaborative, goal-oriented financial planning using firm-approved tools and also conducts educational seminars, with a focus on ongoing client relationships.
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.
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")
Finding advisors...
Find a financial advisor
Based on your filters