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Israel E

Series 63, Series 65

East Hills, NY

Mass Mutual Investors Services

Israel Eichenholz is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and possessing 34 years of industry experience. His career includes long tenures at Mass Mutual Investors Services since 2017 and MetLife Securities from 2001 to 2017. He also operates as an independent insurance agent specializing in life, accident, health, and long-term care insurance. 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 annual, collaborative planning engagements and provides 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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Joylynn G

Series 63, Series 65

East Hills, NY

Mass Mutual Investors Services

Joylynn Gandolfi is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 37 years of industry experience. She has been with MassMutual Investors Services since 2017 and is also affiliated with Massachusetts Mutual Life Insurance Company and Citistreet Equities LLC. Outside of her advisory role, she is involved in insurance sales focusing on individual and group life and health products. MassMutual Investors Services 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 analytical tools and structured annual 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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Sydney K

East Hills, NY

Mass Mutual Investors Services

Sydney Khedouri is a financial advisor with Mass Mutual Investors Services and holds over 55 years of industry experience. He has worked at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1993, and has been with Mass Mutual Investors Services since 2017. Khedouri also operates as an independent insurance agent focusing on 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 offers financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations tailored to clients’ 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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Richard M

Series 63

East Hills, NY

Mass Mutual Investors Services

Richard Meier II is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 19 years of industry experience. His career includes ten years at MetLife Securities Inc. before joining Mass Mutual Life Insurance Company and Mass Mutual Investors Services, where he has worked since 2016 and 2017, respectively. He serves as an ambassador for the GAMA Foundation and acts as an emissary for Finseca, an insurance industry research organization involved in fundraising, sponsorship, and recruiting. 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, trusts, estates, charitable organizations, and employers. The firm offers a collaborative, annual planning process using firm-approved analytical tools, with a range of investment and planning services including specialized programs such as divorce planning and estate-settlement assistance.

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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Anil L

Series 63

East Hills, NY

Mass Mutual Investors Services

Anil Lamba is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 31 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has prior experience with MetLife Securities Inc. and Metropolitan Life Insurance Company dating back to 1993. In addition to his advisory role, he is an independent insurance agent specializing in life, accident, health, and property and casualty insurance. 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 software and delivers written recommendations without investment discretion, with optional implementation 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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Kenneth I

Series 63

East Hills, NY

Mass Mutual Investors Services

Kenneth Ilgner is a financial advisor at Mass Mutual Investors Services with 33 years of industry experience. He holds the Series 63 designation and has worked at MetLife Securities Inc. and Metropolitan Life Insurance Company since 1992. In addition to his advisory role, he operates 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 offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using proprietary software and provides event-driven planning programs alongside 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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Tadas P

Series 63

East Hills, NY

Mass Mutual Investors Services

Tadas Petkevicius is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 38 years of industry experience. His career includes over three decades at Metlife Securities Inc. and a current role at MassMutual Life Insurance Company. He is also an independent insurance agent specializing in life, accident, and health insurance. 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 offers ongoing planning relationships using firm-approved software and delivers written recommendations without investment discretion, with optional implementation through separate 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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Douglas O

Series 63

East Hills, NY

Mass Mutual Investors Services

Douglas Okin is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and having 29 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously served at MSI Financial Services, Inc. for 12 years. Outside of financial advising, he owns businesses in retail sales and aviation, including International Outfitters Inc. and Hopscotch Air, Inc. 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 uses technology-driven tools to assist in goal analysis and offers event-driven planning programs including divorce and estate 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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Jason K

Series 63

East Hills, NY

Mass Mutual Investors Services

Jason Kwon is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 19 years of industry experience, including roles at MassMutual Life Insurance and MetLife Securities. Outside of his advisory work, he owns and operates Bluestone Benefits, a brokerage specializing in health, dental, and Medicare insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm uses collaborative, software-assisted planning methods and provides various event-driven planning services.

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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Nauman J

CFP®, CFA®, Series 66, Series 63, Series 65

East Hills, NY

Mass Mutual Investors Services

Nauman Jamil is a financial advisor with Mass Mutual Investors Services, holding CFP® and CFA® designations and possessing nine years of industry experience. His background includes roles at Financial & Investment Management Services and as a CPA with his own practice focused on accounting and tax services. He is also involved in healthcare consulting, providing accounting, bookkeeping, and tax planning services. 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, 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 C

Series 63

East Hills, NY

Mass Mutual Investors Services

William Castagna is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 21 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 13 years with METLIFE Securities Inc. Castagna also serves as an agent in health, fixed annuity, and individual life insurance. 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, utilizing firm-approved analytical tools and offering 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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Nicolo P

Series 63

East Hills, NY

Mass Mutual Investors Services

Nicolo Platas is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 36 years of industry experience. He previously worked at Metlife Securities Inc. for 29 years before joining Mass Mutual in 2016. In addition to his advisory role, he is also licensed as an insurance broker, selling life and long-term care insurance. 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 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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Suprita T

Series 63, Series 66

East Hills, NY

Mass Mutual Investors Services

Suprita Taparia is a financial advisor at Mass Mutual Investors Services with three years of industry experience. She holds Series 63 and Series 66 designations and has worked at MassMutual and its affiliate since 2023. Prior to her financial services career, she was a homemaker for over a decade. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual collaborative engagements using firm-approved tools and offers specialized programs including Divorce Planning and event-driven planning for estates and employers.

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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Tony R

Series 63

East Hills, NY

Mass Mutual Investors Services

Tony Roberts is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 29 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Company. In addition to his advisory work, he is an insurance agent selling life, disability, long-term care, fixed annuities, and health insurance 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 analytical tools to develop written recommendations tailored to clients' 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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John Y

Series 63, Series 65

East Hills, NY

Mass Mutual Investors Services

John Yacoubian is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 28 years of industry experience. He previously worked at Equitable Advisors and AXA Advisors, LLC for over two decades before joining Mass Mutual Investors Services in 2025. MassMutual’s broker-dealer and SEC-registered investment adviser subsidiary provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and a collaborative, goal-focused 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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Sabrina T

Series 66

East Hills, NY

Mass Mutual Investors Services

Sabrina Tom is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. She has one year of industry experience, having previously worked at adMarketplace and Angi. Sabrina's background also includes time at Emory University. 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 through structured, collaborative engagements 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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Joseph P

Series 63

East Hills, NY

Mass Mutual Investors Services

Joseph Parisi is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 48 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and has also been associated with Massachusetts Mutual Life Insurance Company since 2016. Outside of his advisory role, he is involved in a non-MLIA insurance brokerage specializing in Medicare supplement insurance, property and casualty, and health insurance. 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 ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars, focusing on collaborative, goal-based planning and a broad range of client types.

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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John D

Series 63

East Hills, NY

Mass Mutual Investors Services

John Demarinis is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017. Prior to that, he was with MetLife Securities from 2010 to 2017. In addition to his advisory role, he operates 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 offers financial planning, asset management, and educational programs with a focus on collaborative, goal-based planning 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 F

Series 63

East Hills, NY

Mass Mutual Investors Services

Paul Feigenbaum is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 29 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and has been associated with Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and Metropolitan Life Insurance Company since 1995. In addition to his advisory role, he assists clients in determining optimal timing for collecting Social Security retirement benefits. 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, estates, charitable organizations, and employers. The firm structures annual, collaborative planning engagements using firm-approved analytical tools and offers specialized services such as divorce planning and employer-sponsored 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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Mohammad A

Series 63

East Hills, NY

Mass Mutual Investors Services

Mohammad Ali is a financial advisor at Mass Mutual Investors Services with 30 years of experience in the industry. He holds a Series 63 designation and has worked with firms including MetLife Securities and Metropolitan Life Insurance Company. In addition to his advisory role, he is involved in outside insurance sales and service covering life, disability, property and casualty, long-term care, fixed annuities, health, and Medicare products. 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 emphasizes annual, collaborative planning engagements using firm-approved analytical tools and provides event-driven planning programs such as divorce and estate settlement services.

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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