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Brett N

ChFC®, Series 63

Indianapolis, IN

Mass Mutual Investors Services

Brett Nanna is a financial advisor at Mass Mutual Investors Services with 31 years of industry experience. He holds the ChFC® designation and Series 63 license. His prior experience includes roles at New York Life Insurance Company, Eagle Strategies (NY Life), Guardian Life Insurance Company, and Park Avenue Securities. In addition to his advisory work, he is also engaged in outside insurance sales. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, annual planning engagements supported by firm-approved software tools and offers specialized programs including divorce and estate-settlement planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Kevin C

CFP®, Series 63

Indianapolis, IN

Mass Mutual Investors Services

Kevin Clasen is a financial advisor with MassMutual Investors Services in Indianapolis, IN, holding CFP® and Series 63 designations and bringing 32 years of industry experience. He has been with MassMutual and its affiliate West Point Financial Group since 2005. Outside his advisory role, Clasen is involved with The Crossroads Group, LLC, a financial services firm, where he serves as a member. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, structuring planning engagements as collaborative, annual relationships using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Danielle C

Series 66

Indianapolis, IN

Mass Mutual Investors Services

Danielle Couture is a financial advisor at MassMutual Investors Services with six years of industry experience. She holds the Series 66 designation and has worked at MassMutual Investors Services and MassMutual Life Insurance Co since 2019. Prior to that, she was with Financial Planning Solutions, LLC and Bryant University. 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 offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning without investment discretion.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Donald U

ChFC®, Series 63, Series 65

Indianapolis, IN

Mass Mutual Investors Services

Donald Uhrin is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has been affiliated with Mass Mutual and its related entities since 1980. Uhrin operates his own firm, Donald J. Uhrin, LLC, and serves as Vice President on the board of a local homeowners association. 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, using firm‑approved analytical tools and offering various educational programs.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Zachary M

Series 66

Indianapolis, IN

Mass Mutual Investors Services

Zachary Magee is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding a Series 66 designation and one year of industry experience. His prior experience includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he provides insurance services independent of Guardian. Mass Mutual Investors Services operates as 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, utilizing firm-approved analytical tools to support goal-based planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Steve S

Series 63, Series 66

Indianapolis, IN

Mass Mutual Investors Services

Steve Stevens is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has worked with MML Investors Services Inc and MassMutual Life Insurance Company since 2014. Outside of his advisory role, Stevens serves as a board member for Easter Seals Crossroads and provides life and business coaching through his consulting firm. MassMutual 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, utilizing firm-approved tools and structured annual planning engagements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Joseph K

Series 63, Series 65

Indianapolis, IN

Mass Mutual Investors Services

Joseph Knoth is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2013. Outside of his financial career, he was involved with Hoyt's Carpet Cleaning from 2010 to 2021. 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, employing firm-approved software and collaborative planning processes to develop written recommendations tailored to client goals.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Steven S

Series 63, Series 65

Indianapolis, IN

Mass Mutual Investors Services

Steven Sharp is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 designations and over 10 years of industry experience. He has worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co since 2016. Outside of his advisory role, Sharp is a chapter advisor for the Sigma Phi Epsilon fraternity, assisting with financial management and mentoring undergraduate members, and he owns a small puppy breeding business specializing in golden retrievers. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, employing firm-approved analytical tools in a collaborative, annual planning process.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Carson C

Series 66

Indianapolis, IN

Mass Mutual Investors Services

Carson Coleman is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. Prior to entering the financial sector, he worked for Consolidated Electrical Distributors, Inc. for two years and was a student at Indiana University from 2019 to 2023. 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 provides financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Michael L

Series 66, Series 63, Series 65

Indianapolis, IN

Mass Mutual Investors Services

Michael Lawson is a financial advisor with MassMutual Investors Services holding Series 63, 65, and 66 licenses and 15 years of industry experience. His prior roles include positions at Eagle Strategies, New York Life Insurance Company, and Busey Wealth Management. Lawson is based in Indianapolis, IN. MassMutual Investors Services 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 structures planning engagements as annual, collaborative relationships using firm-approved software to analyze client goals and deliver written recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Michael C

CFP®, Series 63, Series 65

Indianapolis, IN

Mass Mutual Investors Services

Michael Cahill is a CFP® professional with 21 years of experience in the financial services industry. He is affiliated with Mass Mutual Investors Services and Mass Mutual Life Insurance Company, where he has worked since 2010. Cahill also operates an outside insurance sales business under Michael Cahill LLC. MML 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.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Emma H

Series 63, Series 65

Indianapolis, IN

Mass Mutual Investors Services

Emma Huke is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 designations and has 10 years of industry experience. She 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 that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and structured annual planning engagements to develop client recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Jennifer S

Series 63, Series 65

Indianapolis, IN

Mass Mutual Investors Services

Jennifer Salemme is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and having four years of industry experience. She previously worked at Buckingham Companies for 17 years and has been with MassMutual since 2021. Outside of her advisory role, she is involved as an affiliate artist marketing beauty products and serves as an operations advisor for the Tri Delta women's sorority at Franklin College, advising their selection and finance committees. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and investment management to individuals, business owners, trusts, estates, charitable organizations, and employers.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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David C

ChFC®, Series 63

Indianapolis, IN

Mass Mutual Investors Services

David Coleman Jr. is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license. He has 34 years of industry experience, including 25 years at Metlife Securities Inc. prior to joining Mass Mutual in 2016. 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 uses detailed client information and analytical tools to develop written recommendations and offers specialized planning programs such as Divorce Planning and estate settlement services.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Adrienne V

Series 66, Series 63, Series 65

Indianapolis, IN

Mass Mutual Investors Services

Adrienne Vollmer is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 66, 63, and 65 licenses with five years of industry experience. Her prior work includes roles at Edward Jones and BASTEEL Perimeter Systems. 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 provides financial planning, asset management, and educational seminars, employing firm-approved tools to deliver written recommendations through annual collaborative client relationships.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Christopher S

CFP®, Series 63, Series 66

Indianapolis, IN

Mass Mutual Investors Services

Christopher Shockley is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN. He holds the CFP® designation and has 21 years of industry experience, including prior roles at MetLife Securities Inc. and Mass Mutual Life Insurance Company. 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 financial planning, asset management, and educational seminars, structuring planning engagements as annual collaborative relationships that provide written recommendations based on client goals.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Brian H

Series 63, Series 65

Indianapolis, IN

Mass Mutual Investors Services

Brian Harris is a financial advisor with MassMutual Investors Services in Indianapolis, IN. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. He has been with MML Investors Services since 2014 and with MassMutual Life Insurance Company since 2013. MassMutual 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 collaborative, annual financial planning engagements using firm-approved tools and supports various specialized planning programs.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Michael T

Series 63, Series 65

Indianapolis, IN

Mass Mutual Investors Services

Michael Terry is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 1998. In addition to his advisory role, he is involved with WestPoint Financial Group as a life and health insurance agent. 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, wrap and money-manager programs, and educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Lauren Elizabeth H

Series 63, Series 65

Indianapolis, IN

Mass Mutual Investors Services

Lauren Elizabeth Hesler Conrad is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN, holding Series 63 and Series 65 licenses and five years of industry experience. Her career includes roles at MassMutual Life Insurance Company and Pacers Sports & Entertainment. 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 offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning without discretionary investment authority.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Joseph M

Series 66

Indianapolis, IN

Mass Mutual Investors Services

Joseph Moran is a financial advisor with Mass Mutual Investors Services in Indianapolis, IN. He holds the Series 66 designation and has one year of industry experience. His prior work includes roles at MassMutual Life Insurance Co and Doc B's Fresh Kitchen. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses firm-approved software to analyze client goals and delivers written recommendations as part of annual financial planning engagements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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