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Dominic M
Series 63, Series 66
Holyoke, MA
Mass Mutual Investors Services
Dominic Maloni is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2005. Outside of his advisory role, Maloni is involved in several business ventures, including real estate brokerage, restaurant ownership, and managing family farms. MassMutual Investors Services operates as 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 emphasizes collaborative, goal-focused planning using firm-approved analytical tools, offering a range of programs including divorce planning and employer-sponsored services.
Jack Y
Series 63
Holyoke, MA
Mass Mutual Investors Services
Jack Yvon is a financial advisor with Mass Mutual Investors Services in Holyoke, MA, holding a Series 63 license and 22 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2005 and worked at MSI Financial Services, Inc. from 2016 to 2017. Outside of his advisory role, he is also an insurance agent specializing in life, disability, long-term care, fixed annuities, and health products, and manages a rental property in Chicopee, MA. MassMutual 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 provides ongoing financial planning and offers asset management, wrap accounts, money-manager programs, and educational seminars.
Stanislav L
Series 66
Holyoke, MA
Mass Mutual Investors Services
Stanislav Lisovskiy is a financial advisor with Mass Mutual Investors Services in Holyoke, MA, holding a Series 66 designation and three years of industry experience. He has been associated with Mass Mutual and its affiliates since 2023. Outside of his advisory role, he is involved in retail sales with Fine Designs and performs outside insurance sales focusing on life, disability, long-term care, and fixed annuities. 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, structuring client engagements as annual collaborative relationships that emphasize goal analysis and written recommendations.
Christopher D
CFP®, Series 63, Series 65
Holyoke, MA
Mass Mutual Investors Services
Christopher Distefano is a CFP®-certified financial advisor with 29 years of industry experience. He has been affiliated with MassMutual Investors Services and MassMutual Life Insurance Company since 2003. Outside of his advisory role, he serves as a committee member for Springfield Day Nursery. MassMutual 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.
Robert H
Series 63
Holyoke, MA
Mass Mutual Investors Services
Robert Houle Jr. is a financial advisor with Mass Mutual Investors Services in Holyoke, MA, holding a Series 63 designation and 11 years of industry experience. He has been with Mass Mutual Investors Services since 2015 and also works with Mass Mutual Life Insurance Company since 2013. Outside of his advisory role, he is an agent for insurance brokerage services specializing in group life, health, accident, dental, and vision 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 financial planning, asset management, and educational seminars, using firm-approved tools to provide collaborative, goal-oriented planning without investment discretion.
Benjamin M
Series 66
Holyoke, MA
Mass Mutual Investors Services
Benjamin Minifie is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has worked at MassMutual Life Insurance Co and Aflac. Outside of his advisory role, he works as a server at The Hermitage Inn Vermont and is involved in outside insurance sales as a broker specializing in life, disability, long-term care, and fixed annuities. 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 various educational programs, emphasizing collaborative, goal-oriented client relationships.
Simon S
Series 65, Series 63
Holyoke, MA
Mass Mutual Investors Services
Simon Serra is a financial advisor with Mass Mutual Investors Services holding Series 65 and Series 63 licenses and has one year of industry experience. His prior roles include positions at Monson Savings Bank, Western New England University, and LaCasa Inc. He is located in Holyoke, MA. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, employing firm-approved tools and collaborative planning processes.
Raymond W
CFP®, Series 63, Series 65
Holyoke, MA
Mass Mutual Investors Services
Raymond Wellspeak is a CFP®-certified financial advisor with 30 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 22 years with MetLife Securities Inc. and Metropolitan Life Insurance Company. Outside of advisory work, he owns a CPA/tax preparation business and is a non-practicing licensed attorney. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and asset management services, using firm-approved tools to develop goal-driven strategies.
Brian C
Series 63, Series 66
Holyoke, MA
Mass Mutual Investors Services
Brian Caine is a financial advisor with Mass Mutual Investors Services in Holyoke, MA, holding Series 63 and Series 66 licenses and having 37 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual Life Insurance Company since 2003. Outside of his advisory role, he works as a broker providing life, disability, long-term care, health insurance, and fixed annuities through various carriers. MML 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 analyze client goals and provide written recommendations.
Timothy W
Series 63
Holyoke, MA
Mass Mutual Investors Services
Timothy Wright is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and having eight years of industry experience. He previously worked at MetLife Securities Inc. for eleven years and has been with MassMutual Life Insurance Company since 2016. In addition to his advisory role, Wright is active as an insurance agent, licensed to sell individual life, property/casualty, health, group life and health insurance, fixed annuities, and SP indexed annuities. 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 ongoing financial planning and asset management services, using firm-approved software to analyze client goals and offering event-driven planning programs including divorce, estate-settlement, and employer-sponsored planning.
Miguel A
Series 63
Holyoke, MA
Mass Mutual Investors Services
Miguel Acevedo Jr. is a financial advisor with Mass Mutual Investors Services in Holyoke, MA, holding a Series 63 designation and over 26 years of industry experience. His career includes positions at MassMutual Life Insurance Company since 2016 and METLIFE Securities Inc. from 2004 to 2017. 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 provide written recommendations through collaborative annual planning engagements.
Daniel L
Series 66
Holyoke, MA
Mass Mutual Investors Services
Daniel Lupo is a financial advisor with Mass Mutual Investors Services in Holyoke, MA, holding a Series 66 designation and having one year of industry experience. Prior to his current role, he worked at Western New England University and has been involved in the food service industry as a cook at The Pizza Shoppe since 2018. He also engages in outside insurance sales, including life, disability, and fixed annuities products. 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 collaborative, annual financial planning engagements using firm-approved software to analyze client goals and provides event-driven planning programs including estate and employer-sponsored planning.
Jason C
CFP®, Series 66
Holyoke, MA
Mass Mutual Investors Services
Jason Cutler is a CFP® with 27 years of industry experience, currently serving at Mass Mutual Investors Services since 2009. He also provides financial planning services through The Jamrog Group LLC, a business he operates. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that delivers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs detailed client information and firm-approved analytical tools to develop collaborative, goal-focused planning relationships.
Amy J
CFP®, ChFC®, Series 63, Series 65
Holyoke, MA
Mass Mutual Investors Services
Amy Jamrog is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and bringing 29 years of industry experience. She previously worked at Northwestern Mutual in various roles from 1999 to 2019. Outside of advising, she is involved in coaching and consulting for financial advisors through her own firm, Four Wings Consulting, LLC, and serves on the boards of Dietz & Company ESOP and FINSECA. She is also an author and delivers talks on accountability, marketing, and sales. 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 provides collaborative, annual planning engagements using firm-approved analytical tools and supports event-driven planning services such as divorce and estate settlement.
Jessica H
CFP®, ChFC®, Series 63
Holyoke, MA
Mass Mutual Investors Services
Jessica Holloway is a CFP® and ChFC® with 19 years of experience in financial advisory. She is currently a partner and COO at The Jamrog Group LLC and has worked at MassMutual Investors Services and MassMutual Life Insurance Company since 2019. Prior to that, she spent several years with Northwestern Mutual in financial planning and investment management roles. Holloway also serves as a partner and COO in an outside insurance business focused on life, property and casualty, long-term care, and fixed annuities. MassMutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and delivers collaborative, annual planning engagements.
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