James Boyd is a CFP® professional with 23 years of experience, currently serving at Mass Mutual Investors Services since 2021. He previously worked at Park Avenue Securities and Guardian Life Insurance Company, accumulating nearly a decade of experience at each. In addition to his advisory role, he is an insurance agent specializing in life, disability, and fixed annuities. MassMutual 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 collaborative, annual financial planning engagements using firm-approved analytical tools and supports a range of investment and planning programs.

James Adlam Jr. is a financial advisor with Mass Mutual Investors Services, holding the ChFC® and Series 63 designations and possessing 40 years of industry experience. He has worked at MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1989. In addition to his advisory role, he is active as an insurance agent involved in the sales and service of insurance products. MassMutual Investors Services, LLC, a broker-dealer and SEC-registered investment adviser, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using firm-approved analytical tools and offers specialized programs such as estate settlement and employer-sponsored planning.

Jonathan Cobb is a financial advisor with Mass Mutual Investors Services based in Horsham, PA, holding a Series 66 designation and 17 years of industry experience. He has worked at Mass Mutual Investors Services since 2013 and has been affiliated with MassMutual Life Insurance Company since 2012. In addition to his financial advising career, Cobb serves as a Commissioner of Springfield Township. Mass Mutual Investors Services, LLC is 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 uses detailed client data and firm-approved analytical tools to deliver written recommendations, focusing on investment categories and strategies without discretionary authority.

Scott Cantwell is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has worked with MML Investors Services since 2014 and with Mass Mutual Life Insurance Company since 2013. In addition to his advisory role, he also acts as an agent for individual life, disability, long-term care insurance, and fixed annuities. 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 supported by proprietary software and educational seminars.

Scott Simon is a financial advisor with Mass Mutual Investors Services in Horsham, PA. He holds Series 63 and Series 65 licenses and has 27 years of industry experience. Simon has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2015. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars with an emphasis on collaborative, annual planning engagements.

Marshall Brooks is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding Series 63 and Series 66 designations and having 28 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2005. In addition to his advisory role, he is also an insurance agent specializing in life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars. The firm structures financial planning as an annual collaborative process using firm-approved analytical tools and provides specialized services including divorce planning, estate settlement, and employer-sponsored programs.

Jeffrey Chipper is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Mass Mutual Investors Services since 2011 and has worked with MassMutual Life Insurance Company since 2010, where he is also licensed as an 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 provides financial planning, asset management, and educational seminars, employing firm-approved analytical tools to develop collaborative, goal-based plans.

Mark Levine is a financial advisor at Mass Mutual Investors Services with 32 years of industry experience. He holds the ChFC® designation and Series 63 license. Levin has been with Mass Mutual Life Insurance Company since 1994 and MML Investors Services, Inc. since 1995. Outside of his advisory role, he owns a business consulting and training firm, Heartrepreneur LLC. 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 provides ongoing financial planning using firm-approved analytical tools and offers asset management, wrap programs, and educational seminars.

Donald Cericola Jr. is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 32 years of industry experience, including roles at Massachusetts Mutual Life Insurance Company since 1994 and running a CPA and tax preparation practice since 2020. He is also active as a life insurance agent. 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 provides financial planning, asset management, and educational seminars using firm-approved analytical tools, with planning engagements structured as annual, collaborative relationships.

Sean O'Rourke is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding Series 63 and Series 66 credentials and having 19 years of industry experience. His prior roles include positions at Citizens Bank from 2015 to 2019. In addition to his advisory work, he is licensed as an insurance agent and offers life, health, disability, long-term care, property and casualty insurance, as well as fixed annuities. Mass Mutual Investors Services is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, with a focus on collaborative, ongoing client relationships using firm-approved analytical tools.

Louis Hoffman is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding Series 63 and Series 65 registrations and bringing 32 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2004. Outside of advisory work, he is also an insurance agent specializing in life, fixed annuities, and long-term care products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering 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 software to support goal analysis and delivers written recommendations across investment categories.

Savas Saymaz is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding the ChFC® designation and Series 63 license. He has 16 years of industry experience and has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2014. Saymaz is also an insurance agent specializing in life, disability, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services as well as educational seminars.

Adam Bykowski is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 designations and seven years of industry experience. He has been with MML Investors Services, LLC since 2018 and also works with MassMutual Life Insurance Company. Outside his advisory role, he provides education on student loan management through LoanOwl and acts as an insurance agent for life, disability, long-term care, and fixed annuities at Cane Financial Group. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers a range of programs including wrap accounts, money-manager programs, and educational seminars.

Anthony Spatichia is a financial advisor with MassMutual Investors Services in Horsham, PA, holding Series 63 and Series 65 designations and 19 years of industry experience. He has worked at MML Investors Services, Inc. and MassMutual Life Insurance Company since 2007. Outside of his advisory role, he is also licensed as an insurance agent and sells various insurance products. 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 financial planning, asset management, and educational seminars, structuring client relationships around collaborative annual engagements using firm-approved analytical tools.

Brendan Daly is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and four years of industry experience. His previous roles include positions at Deloitte Tax LLP and Equitable Advisors LLC. Outside of advisory work, he is engaged as a tax specialist with Julian Sur, CPA, where he prepares tax returns and performs accounting 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 programs, using detailed client data and firm-approved analytic tools to deliver written recommendations.

Shane Mulligan is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding a ChFC® designation and Series 63 and 65 licenses. He has 12 years of industry experience, including prior roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Mulligan is also a licensed agent involved in individual life, health, group life, and group health insurance sales. 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 provides ongoing financial planning using firm-approved analytical tools and offers asset management, wrap programs, and educational seminars.

James Mcgoldrick is a financial advisor with Mass Mutual Investors Services in Horsham, PA, holding CFP® and ChFC® designations and over 35 years of industry experience. He has been with MML Investors Services since 1991 and Massachusetts Mutual Life Insurance Company since 1989. In addition to his advisory role, he is involved in servicing equity indexed annuity contracts and life and health insurance sales, and he is a member of multiple LLCs related to his advisory and insurance activities. 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, emphasizing collaborative, annual planning engagements without discretionary investment authority.