Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Joshua I
Series 63, Series 65
Macon, GA
Mass Mutual Investors Services
Joshua Ivey is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mass Mutual Investors Services since 2018. Outside of his financial advisory work, he owns and teaches piano lessons through his business, J Ivey Music, which he has operated since 2010. He is also involved as an investor and account manager in a beverage company and as co-owner and administrator of a branding and marketing firm. 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 firm-approved software tools to analyze client goals and delivers written recommendations through ongoing, collaborative planning relationships.
Tyler V
CFP®, Series 63, Series 65
Macon, GA
Mass Mutual Investors Services
Tyler Ver Steeg is a CFP® professional with 14 years of industry experience, currently affiliated with Mass Mutual Investors Services in Macon, GA. He has held roles at MassMutual and Northwestern Mutual wealth management and investment divisions since 2011. Ver Steeg is a partner in multiple LLCs related to business operations and revenue sharing with fellow advisors. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars through structured, ongoing financial planning engagements.
Andrew W
ChFC®, Series 63, Series 65
Macon, GA
Mass Mutual Investors Services
Andrew Watson Jr. is a financial advisor with Mass Mutual Investors Services in Macon, GA, holding the ChFC® designation and Series 63 and 65 licenses. He has 48 years of industry experience, including over four decades with Mass Mutual and 25 years running his own practice, Andy Watson Jr. & Associates. Outside of his advisory work, he operates as an independent insurance agent and provides consulting services. Mass Mutual Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning, asset management, and educational seminars. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers a variety of event-driven planning services.
Katharine C
ChFC®, Series 63, Series 65
Macon, GA
Mass Mutual Investors Services
Katharine Clark is a financial advisor with Mass Mutual Investors Services in Macon, GA, holding the ChFC® designation and Series 63 and Series 65 licenses. She has 41 years of industry experience, including a decade at Cambridge Investment Research Advisors. Outside of financial advising, she serves as secretary of the board for an engineering firm. 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 structures financial planning as annual, collaborative engagements using firm-approved software and offers event-driven planning programs such as divorce and estate settlement.
Christopher W
Series 63, Series 65
Macon, GA
Mass Mutual Investors Services
Christopher Wieters is a financial advisor with Mass Mutual Investors Services in Macon, GA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2010. Outside his advisory role, he serves as a board member on a local economic development authority and is involved in management consulting focused on employment and technological solutions. 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, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and supports ongoing education and specialized planning services.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters