David Pomar is a financial advisor with Mass Mutual Investors Services in Jacksonville, FL, holding Series 63 and Series 66 registrations and 17 years of industry experience. He previously worked at Merrill for 17 years before joining Mass Mutual in 2026. 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 financial planning, asset management, and educational seminars, emphasizing collaborative, goal-driven planning through firm-approved software tools.

Jeffrey Jones is a financial advisor with Mass Mutual Investors Services in Jacksonville, FL, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He is also the owner of multiple CPA practices, including Jones & Company, LLC and Gray, Callison & Jones, LLC. Mass Mutual Investors Services, LLC 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, employing a structured, collaborative planning process that utilizes firm-approved analytical tools.