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Timothy M

Series 66

Franklin, TN

Mass Mutual Investors Services

Timothy McNamara is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 11 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities from 2015 to 2017. Outside of his advisory role, he is also an insurance agent specializing in individual and group life and health insurance. Mass Mutual 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 ongoing financial planning, asset management, and educational seminars, using firm-approved tools to develop written recommendations tailored to client 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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Cole C

Series 66

Franklin, TN

Mass Mutual Investors Services

Cole Crocker is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding a Series 66 license and six years of industry experience. His career includes roles at MML Investors Services, MassMutual Life Insurance, and several other financial services firms. Outside of his advisory work, Cole serves as an assistant coach for youth hockey. 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 offers collaborative, annual financial planning engagements using firm-approved analytical tools and delivers 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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Jason A

CFP®, ChFC®, Series 63, Series 65

Franklin, TN

Mass Mutual Investors Services

Jason Aldred is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations and possessing 18 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has a broader affiliation with Massachusetts Mutual Life Insurance Company dating back to 2016. In addition to his advisory role, Aldred operates as an independent insurance agent, focusing on dental, group disability income, 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, and charitable organizations. The firm provides ongoing financial planning, asset management, and educational seminars, emphasizing annual, collaborative planning 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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Steven S

Series 63, Series 65

Franklin, TN

Mass Mutual Investors Services

Steven Samuel is a financial advisor with MassMutual Investors Services in Franklin, TN, holding Series 63 and Series 65 licenses with 10 years of industry experience. He has worked at MassMutual Investors Services since 2017 and at Massachusetts Mutual Life Insurance Company since 2016, following two years at MetLife Securities Inc. He also works as an insurance agent specializing in individual life, property and casualty, and group health insurance. MassMutual 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 programs, using collaborative, technology-supported approaches to analyze client goals and recommend investment strategies.

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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David L

Series 63

Franklin, TN

Mass Mutual Investors Services

David Lane is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 44 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been associated with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. since 2016 and 2015, respectively. Outside of his advisory role, Lane is involved in insurance brokerage and life settlements, assisting customers with the sale of life insurance policies. MassMutual 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, employing collaborative planning processes and 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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Carl O

Series 63, Series 65, Series 66

Franklin, TN

Mass Mutual Investors Services

Carl Olson is a financial advisor with MassMutual Investors Services and holds Series 63, Series 65, and Series 66 licenses. He has 27 years of industry experience, having worked previously at Metlife Securities and MassMutual Life Insurance Company. Outside of his advisory role, he is president and CEO of Olson Consulting, a leadership and marketing consulting business. 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 financial planning, asset management, wrap programs, and educational seminars, emphasizing collaborative 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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James H

Series 63

Franklin, TN

Mass Mutual Investors Services

James Hubbuch is a financial advisor with Mass Mutual Investors Services, holding a Series 63 credential and 36 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also associated with MassMutual Life Insurance Co since 2016. Prior to that, he worked at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, Hubbuch is a health and group life/health insurance agent. 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, utilizing firm-approved software for goal analysis and delivering written recommendations within 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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Roland S

ChFC®, Series 63

Franklin, TN

Mass Mutual Investors Services

Roland Sample is a financial advisor with Mass Mutual Investors Services in Franklin, TN. He holds the ChFC® designation, the Series 63 license, and has 37 years of industry experience. Mr. Sample has worked with Mass Mutual affiliates since 2016, including his current role at Mass Mutual Investors Services since 2017. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved software and structured 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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Michael S

CFP®, Series 63

Franklin, TN

Mass Mutual Investors Services

Michael Sharpton is a CFP® with 27 years of industry experience, currently serving at Mass Mutual Investors Services since 2018. His prior roles include positions at Metlife Securities Inc. and Lifemark Securities Corp. He is a member of the Maury County Board of Zoning Appeals. 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 emphasizes collaborative, goal-oriented financial planning supported by advanced analytical tools and offers specialized programs including estate and employer-sponsored 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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Bobby C

Series 63, Series 65

Franklin, TN

Mass Mutual Investors Services

Bobby Christian is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding Series 63 and Series 65 credentials. He has 32 years of industry experience and has previously worked at Principal Securities and several Prudential-affiliated firms. 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 firm-approved tools to develop collaborative, 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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Kristopher W

Series 63, Series 65

Franklin, TN

Mass Mutual Investors Services

Kristopher Wackerlin is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding the Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior work includes roles at OneAmerica Securities, American United Life, and Metlife Securities. In addition to his advisory duties, he works as an insurance agent specializing in individual life, property/casualty, health, and group health insurance. MassMutual 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 programs, utilizing firm-approved tools to develop collaborative, goal-oriented strategies.

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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Michael P

Series 63, Series 66

Franklin, TN

Mass Mutual Investors Services

Michael Prokop is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at New York Life Securities LLC and New York Life Insurance Company. MassMutual Investors Services, LLC operates as 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 offers annual collaborative planning engagements using firm-approved tools and supports event-driven planning such as divorce and estate-settlement strategies.

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 B

Series 63

Franklin, TN

Mass Mutual Investors Services

William Bundrant is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding a Series 63 designation and 23 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with METLIFE from 2013 to 2017. Outside of his advisory role, he is also an insurance agent specializing in property and casualty, health, and group life 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 tools to support collaborative, goal-based 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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Patrick B

Series 66

Franklin, TN

Mass Mutual Investors Services

Patrick Bush is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding a Series 66 designation and six years of industry experience. His background includes roles at MML Investors Services, MassMutual Life Insurance, and positions in education and real estate. He is also active as an insurance broker specializing in life, disability, long-term care, 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 provides ongoing financial planning along with asset management and educational programs, focusing on collaborative, goal-based advice without discretionary investment authority.

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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Trey C

Series 66

Franklin, TN

Mass Mutual Investors Services

Trey Campbell is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding a Series 66 license and four years of industry experience. His career includes roles at MassMutual Life Insurance Co., State Farm, and Strategic Financial Partners. Prior to entering the financial industry, he worked in education at Middle Tennessee State University and Murfreesboro City Schools. 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 a range of programs including educational seminars and specialized planning services such as divorce and estate settlement 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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Brian M

Series 66

Franklin, TN

Mass Mutual Investors Services

Brian Meyers is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding a Series 66 designation and 14 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with Metlife Securities from 2014 to 2017. In addition to his advisory role, Meyers serves as a Notary Public. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap programs, and educational seminars, structuring client relationships around detailed planning and 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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George S

Series 63, Series 65

Franklin, TN

Mass Mutual Investors Services

George Sawyer is a financial advisor at Mass Mutual Investors Services with 19 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017. Prior to that, he was with MetLife Securities and MassMutual Life Insurance Company. He is also involved in outside insurance business activities focused on group life and health benefits. 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 software to provide detailed analyses and 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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