Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Jesse H
CFP®, Series 63
Franklin, TN
Mass Mutual Investors Services
Jesse Holman is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding the CFP® designation and Series 63 license. He has 23 years of industry experience, having worked at Mass Mutual Investors Services since 2003 and at MassMutual Life Insurance Company since 2002. Outside of his advisory role, he is involved in various real estate and business ventures, including ownership positions in multiple LLCs related to real estate investment and financial consulting. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of services including investment programs and educational seminars, with financial planning engagements structured as annual, collaborative relationships that utilize firm-approved analytical tools.
William C
CFP®, Series 66
Franklin, TN
Mass Mutual Investors Services
William Conroy is a CFP®-designated financial advisor with MassMutual Investors Services, where he has worked since 2017. He has six years of industry experience and previously attended the Catholic University of America. Conroy is a managing partner of Weller Brothers, LLC, providing financial consulting and advisory services. 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 financial planning, asset management, and educational seminars with a collaborative, goals-based investment approach.
Cory H
Series 66
Franklin, TN
Mass Mutual Investors Services
Cory Holman is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has one year of industry experience and has worked with several real estate firms, including Parks Compass Real Estate, where he is also a licensed realtor and owner. Holman’s prior work includes roles at Landmark Homes of Tennessee and Bob Parks Realty. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-based planning using firm-approved software and various event-driven planning programs.
Kannan A
Series 66
Franklin, TN
Mass Mutual Investors Services
Kannan Akins is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. He previously worked at Northwestern Mutual Investment Services and has professional experience in education at Middle Tennessee State University and Watertown High School. He is currently based in Franklin, TN. 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 collaborative, goal-focused approach.
Robert R
Series 66
Franklin, TN
Mass Mutual Investors Services
Robert Rose is a financial advisor with Mass Mutual Investors Services in Franklin, TN, holding a Series 66 designation and four years of industry experience. Prior to joining the firm in 2021, he worked in healthcare and insurance roles including positions at Results Physiotherapy and State Farm. 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 without discretionary authority over client assets.
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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our 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