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Kevin G
Series 63, Series 65
Indianapolis, IN
Mass Mutual Investors Services
Kevin Gutwein is a financial advisor with Mass Mutual Investors Services in Indianapolis, Indiana, holding Series 63 and Series 65 licenses and with 26 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2011. Outside of advisory work, he is involved in managing family real estate holdings. MassMutual Investors Services, LLC 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 wrap accounts, money-manager programs, and educational seminars.
James H
Series 63
Indianapolis, IN
Mass Mutual Investors Services
James Holt Jr. is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding a Series 63 designation and 43 years of industry experience. He has previously worked at MetLife Securities Inc. for 15 years and has been with Mass Mutual Investors Services since 2017. Holt also operates as an independent insurance agent focusing on life, accident, and health insurance. Mass Mutual Investors Services operates as 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 structures financial planning as annual collaborative engagements using firm-approved analysis tools and provides event-driven planning services including divorce and estate settlement planning.
T P
ChFC®, Series 63, Series 66
Indianapolis, IN
Mass Mutual Investors Services
T Phillips IV is a ChFC® credentialed financial advisor with Mass Mutual Investors Services in Indianapolis, IN, bringing 30 years of industry experience. He has been with Mass Mutual Life Insurance Company and Mass Mutual Investors Services since 1996. Outside of his advisory role, Phillips serves as treasurer and coach for the Broad Ripple Haverford Little League and is a board member and co-treasurer for Indy Phoenix FC, a nonprofit supporting local soccer teams. 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, and charitable organizations. The firm delivers planning through annual, collaborative engagements utilizing firm-approved software and offers event-driven planning services including estate settlement and employer-sponsored programs.
Neal T
Series 66
Indianapolis, IN
Mass Mutual Investors Services
Neal Taflinger is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. His prior work includes roles at Guardian / Lifetime Financial Growth, Park Ave Securities LLC, and Aflac. Taflinger is also engaged as an insurance broker through a separate outside activity focused on life, disability, and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses proprietary software and structured planning approaches to deliver collaborative, goal-oriented recommendations.
Walter S
Series 63, Series 66
Indianapolis, IN
Mass Mutual Investors Services
Walter Schaefer Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2005 and with West Point Financial Group since 2002. Outside of his advisory role, he serves as an assistant coach for the Westfield High School girls lacrosse team. 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, and charitable organizations. The firm provides structured, collaborative planning engagements that utilize firm-approved software to analyze client goals and deliver tailored recommendations.
Dirk K
CFP®, Series 66
Indianapolis, IN
Mass Mutual Investors Services
Dirk Kuehler is a CFP® professional with eight years of experience at Mass Mutual Investors Services, operating in Indianapolis, IN. He has worked with MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2018 and previously spent two years at Southern Illinois University. 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 financial planning, asset management, and educational programs, focusing on collaborative, annual planning relationships using firm-approved analytical tools.
Nicholas G
Series 63, Series 65
Indianapolis, IN
Mass Mutual Investors Services
Nicholas Gardner is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 designations and possessing six years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2019. Prior to his financial career, Gardner was involved with Fitness Flooring, Inc. and has served as a color analyst for Butler radio network basketball broadcasts since 2006. 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 using a collaborative approach and firm-approved analytical tools.
Nicholas C
Series 66
Indianapolis, IN
Mass Mutual Investors Services
Nicholas Carter is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding a Series 66 designation and six years of industry experience. He has been with Mass Mutual Investors Services since 2019 and also works with Mass Mutual Life Insurance Company. Outside of his advisory role, he serves on the boards of a nonprofit organization supporting individuals with special needs and a college fraternity, providing financial and operational advice. 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 annual relationships and event-driven planning services.
Sam H
Series 63
Indianapolis, IN
Mass Mutual Investors Services
Sam Huston is a financial advisor with Mass Mutual Investors Services in Indianapolis, Indiana. He holds a Series 63 designation and has 36 years of industry experience, having worked with MML Investors Services and Massachusetts Mutual Life Insurance Company since 1989. Outside of his advisory role, he is an insurance agent involved with Westpoint Financial Group in life and health insurance. 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, focusing on collaborative, goal-based planning using firm-approved analytical tools.
Matthew M
Series 63, Series 66
Indianapolis, IN
Mass Mutual Investors Services
Matthew Milburn is a financial advisor with MassMutual Investors Services in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has worked with MassMutual and its affiliated firms since 2005. Milburn serves as a board member for the Zionsville Parks & Recreation, where he participates in monthly meetings to review department activities. 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’s approach includes using firm-approved software to analyze client goals and structuring engagements as annual collaborative relationships that emphasize investment categories and strategies rather than specific product selections.
Jordan B
Series 65, Series 63
Indianapolis, IN
Mass Mutual Investors Services
Jordan Blackwell is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Mass Mutual Investors Services, he worked at Northwestern Mutual Wealth Management Company and its affiliates for eight years. 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. The firm offers collaborative annual planning engagements using firm-approved tools and supports specialized planning programs such as divorce and estate settlement.
Mark H
Series 63, Series 65
Indianapolis, IN
Mass Mutual Investors Services
Mark Heisler is a financial advisor at Mass Mutual Investors Services with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 1988. He is also a member of The Crossroads Group, LLC, which conducts financial services activities. 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, wrap and money-manager programs, and educational seminars.
Patrick M
Series 63, Series 66
Indianapolis, IN
Mass Mutual Investors Services
Patrick Murray is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has worked at MML Investors Services LLC and MassMutual Life Insurance Company since 2013. In addition to his advisory role, he is a co-owner of Ashmur LLC, an insurance sales firm specializing in property and casualty 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, emphasizing collaborative, goal-based planning and a range of investment programs.
Hunter H
Series 63, Series 65
Indianapolis, IN
Mass Mutual Investors Services
Hunter Holliday is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN. He holds Series 63 and Series 65 designations and has seven years of industry experience. Prior to his current role, he worked at Cash American Pawn and attended the University of Indianapolis. 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, focusing on collaborative, goal-oriented planning with a variety of investment and event-driven planning services.
Michael G
CFP®, Series 63, Series 65
Indianapolis, IN
Mass Mutual Investors Services
Michael Gorin is a CFP® professional with 11 years of industry experience, currently affiliated with Mass Mutual Investors Services in Indianapolis, IN. He has been with Mass Mutual and its subsidiaries since 2014. Outside of his advisory role, he serves as Vice President on the board of the Phi Delta Theta fraternity, contributing to the development of fraternity policies. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, collaborative financial planning engagements supported by proprietary software and educational seminars.
James B
CFP®, Series 63
Indianapolis, IN
Mass Mutual Investors Services
James Brocke is a CFP® with 58 years of industry experience, currently affiliated with Mass Mutual Investors Services in Indianapolis, IN. He has worked at Mass Mutual Investors Services since 1985 and has operated his own advisory firm, James C. Brocke CFP, LLC, since 2002. In addition to his advisory work, he has served as a life and health insurance agent since 1995. 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, while implementation of investment strategies is optional.
Adam C
CFP®, Series 63, Series 65
Indianapolis, IN
Mass Mutual Investors Services
Adam Claerbout is a CFP® professional with 16 years of experience, currently affiliated with Mass Mutual Investors Services in Indianapolis, IN. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2009. In addition to his advisory work, Claerbout is involved with Purdue University, where he has been active since 2008. 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 relationships utilizing firm-approved analytical tools and delivers written recommendations across various investment categories.
Matthew R
ChFC®, Series 63, Series 65
Indianapolis, IN
Mass Mutual Investors Services
Matthew Rydell is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding the ChFC® designation and Series 63 and 65 licenses. He has 22 years of industry experience, including prior roles at Park Avenue Securities, Guardian Life Insurance Company, and Tooke and Associates Northwestern Mutual. Outside the financial industry, he is owner and board member of Game Time Amusements, a coin-operated amusements business. 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 collaborative, annual financial planning engagements using firm-approved analytical tools and also provides specialized programs such as divorce and estate-settlement planning.
Timothy M
Series 65, Series 63
Indianapolis, IN
Mass Mutual Investors Services
Timothy Mauntel is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 65 and Series 63 credentials and one year of industry experience. Prior to his current role, he served nine years with the Department of Defense. He is also an alternate member of the Greencastle Board of Zoning Appeals. Mass Mutual Investors Services, LLC 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 a range of programs including wrap accounts and educational seminars.
Andrea W
CFP®, Series 66
Indianapolis, IN
Mass Mutual Investors Services
Andrea Whitican is a CFP® professional with 20 years of industry experience, currently working at Mass Mutual Investors Services since 2017. She previously worked at METLIFE Securities Inc from 2009 to 2017 and has also been an agent licensed to sell life, health, and property & casualty insurance since 2016. Andrea is based in Indianapolis, IN. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual planning relationships using firm-approved analytical tools and offers specialized event-driven planning programs alongside its investment advisory services.
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