Patrick Long is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds the CFA® designation as well as Series 65 and Series 66 licenses. Prior to joining Mass Mutual in 2026, he worked at Amazon for eleven years and at Emerson Investment Management LLC for five years. 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 and various specialized planning programs.

Craig Beden is a financial advisor at Mass Mutual Investors Services with over 41 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. He has been with MassMutual Life Insurance Company and its subsidiary since 1984. Beden serves as a board member of the THANC Foundation. Mass Mutual Investors Services 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 offers a range of programs including wrap and money-manager services, and its planning process involves collaborative, annual engagements using firm-approved analytical tools.

Francis Surette is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding the ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has been with Mass Mututal Investors Services and MassMutual Life Insurance since 2013. His prior activities include sales in life, health, and group life insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative planning relationships and offers various specialized planning programs and educational seminars.

Delaszo Smith is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds the Series 66 designation and has worked at several firms, including Ameriprise, T Rowe Price, and AXA Advisors. Outside the financial industry, he works as a delivery driver. 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 provides structured, annual financial planning engagements using firm-approved tools and delivers written recommendations, with optional implementation through separate brokerage or insurance arrangements.

James Ibach is a CFP® and ChFC® with 26 years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2017, following prior roles at NYLIFE Securities LLC, New York Life Insurance Company, and Guardian Life. MassMutual 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 annual, collaborative planning relationships using firm-approved analytical tools and offers various event-driven planning programs.

Zachary Buster is a CFP®-designated financial advisor with Mass Mutual Investors Services, with three years of industry experience. He has prior experience at MassMutual Life Insurance Company and served on the George Mason Financial Planning and Wealth Management Advisory Board, where he contributes as a NexGen board member to support program development and student education. Outside of finance, he manages Crystalis Treasures, a retail sales business he has operated for over a decade. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering structured, collaborative planning engagements with access to various asset management and educational resources.

Kent Ashley is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding Series 63 and Series 65 designations and over 34 years of industry experience. He has been with Mass Mutual and its affiliated entities since 2001. In addition to his advisory role, he is also licensed as an agent with various insurance carriers focusing on life, long-term care, and health insurance. Mass Mutual Investors Services, LLC operates as 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, employing firm-approved software tools to analyze client goals and deliver written recommendations.

Thomas Westmoreland is a financial advisor at Mass Mutual Investors Services with 34 years of industry experience. He has held roles at Mass Mutual Investors Services since 2017 and previously worked at MetLife Resources from 2006 to 2017. His credentials include Series 63 and Series 65 licenses. 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 emphasizes annual, collaborative planning engagements using firm-approved analytical tools and offers specialized programs such as Divorce Planning and estate-settlement services.

Gordon Kimpel is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding Series 63 and Series 65 credentials with 44 years of industry experience. He has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Co. since the early 1980s and 1970s, respectively. In addition to his advisory role, Kimpel is involved in life insurance, health, group life, and group health sales, as well as life settlements and viaticals. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools, with implementation of recommendations handled through separate brokerage or insurance arrangements.

Michael Botto is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has two years of industry experience, including roles at MassMutual Life Insurance Company and The Block. Prior to his advisory career, he worked at Morning Consult and Bloomberg Government. MassMutual 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 emphasizes collaborative, ongoing planning engagements supported by firm-approved analytical tools.

Maryann Keith is a CFP®-designated financial advisor with MassMutual Investors Services in McLean, VA, bringing 19 years of industry experience. She has been with MassMutual Financial Group and its affiliate MML Investors Services since 2007. Outside of her financial career, she has worked as a freelance flutist since 2004 and serves on the board of the Loudoun Symphony Association. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools, with optional implementation of recommendations through separate arrangements.

Anne Albertine is a financial advisor at Mass Mutual Investors Services with 30 years of experience. She holds Series 63 and Series 65 licenses and has worked at MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1996. Albertine is also involved in providing life, health, and voluntary benefits. Mass Mutual 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, and educational seminars, structuring client engagements as annual collaborative relationships using firm-approved analytical tools.

Iris Lavigne is a financial advisor at Mass Mutual Investors Services with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at MassMutual Life Insurance Company and MetLife Resources in prior roles. Outside of her advisory work, she is involved in real estate sales and operates her own financial services firm, Lavigne Capital LLC. Mass Mutual Investors Services is a broker-dealer and registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning relationships using advanced analytical tools and delivers written recommendations without investment discretion.

Conor Shears is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and three years of industry experience. His work history includes roles at Bank of America, Merrill Lynch, and Cvent Inc. He has also been involved with Jacksonville University and Veritas Financial, LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and structure collaborative planning relationships.

Stephen Hodson is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding Series 63 and Series 65 credentials and 40 years of industry experience. His career includes tenure at Metropolitan Life Insurance Company and MetLife Securities since 1985, and at Massachusetts Mutual Life Insurance Company since 2016. He also works as an independent insurance agent specializing in disability income and long-term care products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and various specialized programs including estate-settlement and employer-sponsored planning.

Stacy Segal is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 designations and 13 years of industry experience. She has worked at Mass Mutual Investors Services since 2022 and at MassMutual Life Insurance Co since 2020. Segal also operates Stacy S. Segal Insurance Services, providing life and disability insurance products. 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 using firm-approved tools and structured annual planning engagements.

Brock Jolly is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding a Series 66 designation and 25 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2001. Outside of his advisory role, he is managing partner of College Funding Coach LLC and serves on the advisory board for George Mason University's undergraduate financial planning concentration. 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 emphasizes ongoing, collaborative financial planning engagements using firm-approved software and offers specialized planning, including estate settlement and employer-sponsored programs.

Kevin Mullaney is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding Series 63, Series 65, and Series 66 licenses and has 35 years of industry experience. His prior roles include positions at TD Ameritrade Investment Management LLC and TD Ameritrade Inc. from 2016 to 2019. 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 software to analyze client goals and deliver written recommendations through annual collaborative planning engagements.

Francis Maguire IV is a financial advisor at Mass Mutual Investors Services with 19 years of industry experience. He holds a Series 66 designation and has worked at MassMutual Life Insurance Company and Burke & Herbert Bank prior to his current role. Maguire also has experience as a broker in the sale of insurance products. 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, using firm-approved tools to develop written recommendations tailored to client goals.

James Hicks is a financial advisor with MassMutual Investors Services in McLean, VA, holding a Series 66 license and 12 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2013. Outside of his advisory role, he conducts business coaching sessions and participates in focus groups. 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 ongoing financial planning, asset management, and education through collaborative, goal-focused engagements using firm-approved analytical tools.

Johnson Chen is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 66 licenses and two years of industry experience. His prior roles include positions at New York Life and NYLIFE Securities LLC, as well as experience outside the financial sector at companies such as Uber and DoorDash. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individual and institutional clients, including high-net-worth individuals, business owners, and charitable organizations. The firm offers financial planning, asset management, and educational programs, utilizing firm-approved software and collaborative client engagements.

Mark Lester is a CFP® professional with 25 years of industry experience, currently serving clients at MassMutual Investors Services in McLean, VA. He has been with MML Investors and MassMutual since 2001. Outside of his advisory role, he is involved as a sales agent in life and health insurance and participates occasionally in paid surveys. MassMutual 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, and charitable organizations. The firm offers a collaborative planning process supported by technology and specializes in event-driven planning programs such as divorce and estate settlement.

Charles Oconnell is a financial advisor with Mass Mutual Investors Services and has 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1997. Outside of advising, he serves as president of Charles J. O Connell LLC, which manages his tax filings and compensation arrangements related to his insurance and advisory roles. Mass Mutual Investors Services, LLC is 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 provides structured annual financial planning engagements using firm-approved software and offers specialized services including estate settlement and employer-sponsored planning.

Norman Jones Jr. is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding the ChFC® designation and Series 63 and 65 licenses. He has 13 years of industry experience, including a decade at Park Avenue Securities and Guardian Life Insurance Company. Jones serves as a board member of the Reston Chamber of Commerce, where he contributes to educational programming for members, and he is also involved in motivational speaking at public events. MassMutual 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, and charitable organizations. The firm offers collaborative planning engagements and educational seminars, with a focus on investment categories and strategies rather than specific product selections.

Barbara Hunter is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and over 30 years of industry experience. She has worked at MassMutual since 1995 and spent 18 years with MetLife Securities and Metropolitan Life Insurance Company prior to joining her current firm. Outside of her advisory role, she is also an insurance agent specializing in life, disability, fixed annuities, and health insurance. 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, wrap programs, and educational seminars, with a planning process that emphasizes goal analysis and written recommendations through firm-approved software.

Vinton Mclaughlin is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has worked with MassMutual Life Insurance Co since 2016 and previously with Metlife Securities, Inc. from 2011 to 2017. In addition to his advisory role, he is an independent insurance agent specializing in life, accident, and health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, along with educational seminars.

Jonathan Rayle is a financial advisor with Mass Mutual Investors Services in McLean, VA, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at MassMutual Life Insurance Company, AE Wealth Management, Rincon Investment Advisors, CJ Campbell & Associates, and Bridgemark Wealth Management. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual 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 using firm-approved software and provides specialized event-driven planning programs, including divorce planning and estate settlement services.