Lucas Schmidt is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has one year of experience in the financial services industry, previously working in various roles outside of finance, including retail and education. 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 comprehensive planning using firm-approved software and delivers written recommendations without discretionary authority.

Brandon Shaw is a CFP® with 14 years of industry experience, currently serving at Mass Mutual Investors Services since 2011. He holds additional roles as a consultant providing valuation and business planning services and is owner of Herzog Kistner Shaw Financial Partners LLC, offering insurance, advisory, and financial services. Outside of traditional advisory work, Shaw is involved in an entrepreneurial venture owning EV RIDES LLC, which leases vehicles to his consulting firm. MassMutual 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 structures financial planning as annual, collaborative engagements utilizing firm-approved tools and offers specialized services including divorce planning, estate settlement, and employer-sponsored planning programs.

Vincent Silvio is a CFP® professional with eight years of industry experience, currently serving at Mass Mutual Investors Services since 2017. Prior to entering the financial sector, he worked for six years at Red Lobster. In addition to his advisory role, he is an insurance agent specializing in individual and group life and health insurance and fixed annuities. Mass Mutual Investors Services, LLC 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 employs a collaborative, software-supported planning process and provides event-driven planning programs such as estate settlement and divorce planning.