Jacob Goldberg is a financial advisor with Mass Mutual Investors Services in La Jolla, CA. He holds the Series 66 designation and has 17 years of industry experience, including roles at Metlife Securities Inc and MassMutual Life Insurance Co. He has been with Mass Mutual Investors Services since 2017. 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, money-manager programs, and educational seminars.

Lisa Frankovich is a financial advisor with Mass Mutual Investors Services in La Jolla, CA. She holds a Series 66 designation and has 17 years of industry experience, including roles at Metlife Securities Inc. and MassMutual Life Insurance Co. since 2016. 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, using firm-approved tools to develop written recommendations in collaborative annual planning engagements.

Sierra Gibson is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. She has worked at MML Investor Services LLC and MassMutual/Pacific Coast since 2019 and previously was employed at Primerica. Outside of advisory work, she serves as Chief Operating Officer of Troyo Mercedes Inc, a business consulting and operations management firm. Mass Mutual Investors Services is an SEC-registered broker-dealer and investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers ongoing, collaborative financial planning using firm-approved tools, with implementation of recommendations as optional and requiring separate arrangements.

Michael Zepeda Jr. is a financial advisor with Mass Mutual Investors Services and has 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at MML Investors Services since 1997 and Massachusetts Mutual Life Insurance Company since 1995. He serves as a member of the City of Carlsbad Community-Police Engagement Commission, promoting communication between the police department and the community. 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 annual collaborative financial planning engagements and a range of investment programs and educational seminars.

Karen Walker is a CFP® professional with 27 years of industry experience, currently serving at MassMutual Investors Services since 1998. She has been associated with Massachusetts Mutual Life Insurance Co. since 1997. Additionally, she works as a life, health, long-term care, and disability insurance agent. 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 uses technology-driven tools to deliver written recommendations through collaborative annual planning engagements.

Thomas Naylor is a CFP® professional with 14 years of experience, currently serving clients at Mass Mutual Investors Services in La Jolla, CA. He has been affiliated with MML Investors Services and Mass Mutual Life Insurance Company since 2011. Mass Mutual Investors Services, LLC operates as a subsidiary of MassMutual, providing 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 various programs including wrap and money-manager solutions as well as educational seminars.

Andrew Quebbemann is a financial advisor with Mass Mutual Investors Services and holds Series 66 and Series 63 licenses. He has two years of experience in the industry, including roles at Northwestern Mutual and MassMutual affiliates. Prior to his financial services career, he worked in the pharmaceutical and IT sectors. 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 collaborative, annual financial planning engagements using firm-approved software and supports implementation through separate brokerage or insurance arrangements.

Ying Sun is a financial advisor with Mass Mutual Investors Services, holding Series 65 and Series 63 credentials. She began her advisory career in 2025 and has prior experience in business development and marketing consulting for an online wholesale and retail company specializing in used electronic products. 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 provides financial planning, asset management, and educational seminars with a focus on collaborative, goal-oriented planning engagements.