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Joshua M

Series 66

Knoxville, TN

Mass Mutual Investors Services

Joshua Michael is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked at MML Investors Services LLC and MassMutual Life Insurance Co since 2024. Outside of finance, he spent time at Soundtrax Records and has been involved with Carson-Newman University and Morristown Covenant Academy. 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, using collaborative, goal-focused approaches without investment discretion in 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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Ian W

Series 63, Series 65

Knoxville, TN

Mass Mutual Investors Services

Ian Woodgate is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His career includes roles at MassMutual and Allianz Life entities dating back to 2014. MassMutual 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 firm-approved software and collaborative processes to develop written recommendations 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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Curtis S

Series 63

Knoxville, TN

Mass Mutual Investors Services

Curtis Shoemaker Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over fifty years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has affiliations dating back to 1981 with New England Securities and New England Life Insurance Company. Outside of his advisory role, he is active as an insurance agent in individual life, health, and property and casualty lines. 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, utilizing firm-approved software to deliver tailored recommendations 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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James C

Series 63

Knoxville, TN

Mass Mutual Investors Services

James Cunningham is a financial advisor with Mass Mutual Investors Services based in Knoxville, TN. He holds a Series 63 designation and has 42 years of industry experience. His prior work includes roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. In addition to his advisory work, he is an agent specializing in group life, health, long-term disability insurance, supplemental, and dental products. 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, 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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Scott S

ChFC®, Series 63, Series 65

Knoxville, TN

Mass Mutual Investors Services

Scott Shoemaker is a financial advisor with Mass Mutual Investors Services in Knoxville, TN, holding the ChFC® designation and Series 63 and 65 licenses. He has 20 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Company. Outside of his advisory work, he operates as an independent insurance agent, selling disability, fixed annuities, life, accident, health, and long-term care insurance. 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 ongoing financial planning, asset management, and educational seminars, with a structured, collaborative approach to client financial 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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Stephen B

Series 63

Knoxville, TN

Mass Mutual Investors Services

Stephen Baker is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 36 years of industry experience. He previously worked at MetLife Securities Inc. and Metropolitan Life Insurance Company for over 30 years before joining Mass Mutual. In addition to his advisory role, he operates as an independent insurance agent selling life insurance part-time from his residence. 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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Warren C

Series 66

Knoxville, TN

Mass Mutual Investors Services

Warren Cates is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and nine years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been affiliated with Mass Mutual Life Insurance Company since 2016. Outside of his advisory role, he is an independent insurance agent offering various insurance products. 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, focusing on collaborative, goal-based planning and offering services such as divorce planning and estate-settlement.

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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Allan C

Series 63, Series 65

Knoxville, TN

Mass Mutual Investors Services

Allan Cameron is a financial advisor with Mass Mutual Investors Services in Knoxville, TN, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also has experience at MassMutual Life Insurance Company. Outside of his advisory work, he is the owner of a vacation rental property. 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 comprehensive planning programs and educational seminars, focusing on collaborative, goal-based financial strategies.

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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Chelsea S

Series 63, Series 66

Knoxville, TN

Mass Mutual Investors Services

Chelsea Shanahan is a financial advisor with Mass Mutual Investors Services in Knoxville, TN, holding Series 63 and Series 66 licenses and bringing 15 years of industry experience. Her prior work includes roles at LPL Financial, Invest Financial Corporation, and United Community Advisory Service. 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 emphasizes collaborative annual financial planning engagements using firm-approved analytical tools and provides specialized 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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Franklin D

Series 63

Knoxville, TN

Mass Mutual Investors Services

Franklin Denton is a financial advisor with Mass Mutual Investors Services in Knoxville, TN, holding a Series 63 designation and 33 years of industry experience. His prior work includes 24 years at MetLife Securities Inc. and over a decade with MassMutual Life Insurance Co. In addition to his advisory role, he is involved in life and health insurance sales and assists customers with sales of life policies to a life settlement company. 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 ongoing financial planning and asset management, using firm-approved analytical tools and providing event-driven planning services such as estate settlement and employer-sponsored 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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