Roy Halvorsen is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 55 years of industry experience, having been with Mass Mutual Investors Services since 1982 and Massachusetts Mutual Life Insurance Company since 1964. Outside of his advisory role, he is a part owner of a company conducting geophysical surveys for lithium drilling and has interests in real estate. 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, employing firm-approved tools and collaborative annual planning relationships.

Linda Bestepe is a financial advisor with Mass Mutual Investors Services in Edgewater, NJ, holding a Series 66 designation and 18 years of industry experience. She has worked at Mass Mutual Investors Services since 2022 and previously held multiple roles at UBS Financial Services from 2015 to 2022. 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 offers collaborative, annual planning engagements utilizing firm-approved analytical tools and delivers written recommendations, with optional implementation through separate brokerage or insurance arrangements.