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John A

Series 66

Los Angeles, CA

Mass Mutual Investors Services

John Annas is a financial advisor with Mass Mutual Investors Services in Los Angeles, holding a Series 66 designation and eight years of industry experience. He previously worked at SoundHaven Capital Management from 2015 to 2017. 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, emphasizing collaborative, annual planning engagements 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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Pamela K

Series 66

Los Angeles, CA

Mass Mutual Investors Services

Pamela Knight is a financial advisor with MassMutual Investors Services in Los Angeles, CA, holding a Series 66 designation and 17 years of industry experience. Her prior roles include positions at BlackRock Investments, Franklin Templeton, Legg Mason Investor Services, and American Independent Securities Group. Outside of her advisory work, she is co-owner of Scratchfoto, LLC, a photography app connecting photographers. MassMutual Investors Services, LLC, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools to deliver collaborative, goal-oriented 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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Timothy D

Series 63, Series 66

Los Angeles, CA

Mass Mutual Investors Services

Timothy Denton is a financial advisor with Mass Mutual Investors Services in Los Angeles, holding Series 63 and Series 66 licenses and with 16 years of industry experience. He has been with MML Investors Services Inc. since 2009 and associated with Mass Mutual since 2008. In addition to his advisory role, he is an insurance broker specializing in life, disability, long-term care, fixed annuities, and health 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 financial planning, asset management, and educational seminars, using firm-approved software and structured annual planning relationships without discretionary 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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Michael F

Series 65, Series 66

Los Angeles, CA

Mass Mutual Investors Services

Michael Ford is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding Series 65 and Series 66 credentials and seven years of industry experience. His career includes roles at Integrity Financial Corporation and Family Heritage Life before joining MassMutual Life Insurance Co. and MML Investors Services. Outside of his advisory work, he is involved in selling various insurance products and owns a residential investment property. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative financial planning using advanced software tools and event-driven planning services, including a recent Divorce Planning offering.

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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Juan A

Series 66

Los Angeles, CA

Mass Mutual Investors Services

Juan Alfaro Campos is a financial advisor at Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 designation with three years of industry experience. He has worked with Capstone Partners and MassMutual Life Insurance Company since 2021. Mass Mutual Investors Services 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. The firm uses firm-approved software and collaborative planning processes to deliver written financial recommendations, with optional implementation through separate brokerage or insurance arrangements.

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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Robert S

Series 66

Los Angeles, CA

Mass Mutual Investors Services

Robert Smith Jr. is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 credential and over 41 years of industry experience. He has worked with Mass Mutual Investors Services and MassMutual Financial Group since 2011 and has operated R.J. Smith Insurance & Financial Services since 2006. Outside of his advisory role, he is also an insurance agent involved in life, health, and disability insurance. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, and charitable organizations by providing financial planning, asset management, and educational seminars, emphasizing collaborative annual planning engagements without discretionary authority on investments.

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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Kyle T

Series 66

Los Angeles, CA

Mass Mutual Investors Services

Kyle Tarver is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding the Series 66 designation and two years of industry experience. His prior work includes roles at MassMutual Life Insurance Company, Kaycha Labs, Highgrade Labs of Arizona, Highland Evergreens, and All Risks Ltd. He also maintains an outside insurance sales position as an insurance broker. Mass Mutual Investors Services operates as 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 ongoing collaborative financial planning engagements and a range of investment 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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Josue M

Series 66

Los Angeles, CA

Mass Mutual Investors Services

Josue Martin Martin is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has worked with MassMutual Life Insurance Co and MML Investors Services since 2024. Prior to his current roles, he was employed at Iconix Fitness and Crescent Capital Group, LP, and has academic experience from Amherst College and Harvard-Westlake School. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs and educational seminars, focusing on collaborative, goal-based planning without exercising 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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Philip B

Series 63, Series 65

Los Angeles, CA

Mass Mutual Investors Services

Philip Blum is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA. He holds Series 63 and Series 65 licenses and has 17 years of industry experience, all with Mass Mutual Investors Services and MassMutual Life Insurance Company. Blum is also involved in individual and group life and health insurance sales. 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 annual, collaborative client 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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Rodrigo G

Series 66

Los Angeles, CA

Mass Mutual Investors Services

Rodrigo Gonzalez is a financial advisor with Mass Mutual Investors Services in Los Angeles, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Fidelity, J.P. Morgan Chase Bank, and Edward Jones. He is also involved in outside insurance sales as an insurance broker. 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 emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers 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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Christopher G

Series 66

Los Angeles, CA

Mass Mutual Investors Services

Christopher Gregory is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 credential and has prior work history including roles at Vision Media Management and Fulfillment LLC and Retinue Media LLC. He is also licensed as an agent to sell life, disability, long-term care, fixed annuities, and health insurance. 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 seminars with a focus on annual, collaborative planning engagements 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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Gregory A

Series 63, Series 65

Los Angeles, CA

Mass Mutual Investors Services

Gregory Avallon is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with MassMutual and its affiliated firms since 2016. Avallon is also the sole owner of Avallon Wealth Advisors LLC, through which he manages business revenue. 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 annual planning engagements 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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Matthew P

Series 66

Los Angeles, CA

Mass Mutual Investors Services

Matthew Pime is a financial advisor with Mass Mutual Investors Services in Los Angeles, CA, holding a Series 66 designation and 22 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2012. Outside of his advisory role, he is involved in buying and selling sports cards on eBay. 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 tools and also provides specialized planning services such as 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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Jeremiah W

CFP®, Series 66

Los Angeles, CA

Mass Mutual Investors Services

Jeremiah Williamson is a CFP®-certified financial advisor with 23 years of industry experience, currently working at MassMutual Investors Services since 2016. He is also co-owner of Cake Monkey Bakery, a retail and wholesale bakery he runs with his wife, where he advises on strategic business decisions. 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 offers ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual client relationships that utilize firm-approved tools for goal analysis and recommendation delivery.

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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Patrick M

CFP®, Series 63

Los Angeles, CA

Mass Mutual Investors Services

Patrick Menerey is a CFP® professional with 12 years of industry experience, currently serving at Mass Mutual Investors Services in Los Angeles, CA. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2016. Outside of his advisory role, Menerey is the owner of LTM Financial Services, an LLC for pass-through compensation, and is involved in the sale of individual and group life and health insurance. 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 event-driven planning services such as divorce and estate-settlement planning through structured, collaborative 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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Jesse I

CFP®, ChFC®, Series 63, Series 65

Los Angeles, CA

Mass Mutual Investors Services

Jesse Israel is a financial advisor at Mass Mutual Investors Services in Los Angeles, CA, with seven years of industry experience. He holds the CFP® and ChFC® designations and has previously worked with New York Life Insurance Company and Eagle Strategies. Outside of financial services, he works as a supervising producer for feature films and television. Mass Mutual Investors Services is a broker‑dealer and SEC‑registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual planning engagements using firm-approved tools and delivers 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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