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Gary F

Series 63

Memphis, TN

Mass Mutual Investors Services

Gary Frazier is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 48 years of industry experience and has been with Mass Mutual Investors Services since 2017. Prior to this, he worked at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Frazier is also an independent insurance agent and the owner of Frazier Advisory LP. 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, 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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Benton G

Series 66

Memphis, TN

Mass Mutual Investors Services

Benton Garrison is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds a Series 66 designation and has worked with MassMutual Life Insurance Company since 2020. His prior roles include positions in both education and service industries. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, annual planning engagements using firm-approved analysis 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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Tyler H

Series 65, Series 63

Memphis, TN

Mass Mutual Investors Services

Tyler Hendrix is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses. He has been with MassMutual Life Insurance Company and MML Investors Services, LLC since 2026. Prior to this, he worked at Ameriprise and Fairley Wealth Management Group. 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 provides financial planning, asset management, and educational seminars, structuring client relationships as annual, collaborative 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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Frederick S

Series 63

Memphis, TN

Mass Mutual Investors Services

Frederick Schaeffer Jr. is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding a Series 63 designation and 31 years of industry experience. His prior roles include positions at MetLife Securities Inc. and MassMutual Life Insurance Co. He is also engaged in individual life, health, and group insurance sales. 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 provides comprehensive financial planning, asset management, and educational seminars, using firm-approved analytical tools to develop 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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Daniel V

CFP®, Series 63, Series 66

Memphis, TN

Mass Mutual Investors Services

Daniel Vandersteeg is a financial advisor with Mass Mutual Investors Services in Memphis, TN. He holds the CFP® designation and has 11 years of industry experience, previously working at MetLife Securities, Inc. and MassMutual Life Insurance Co. He also operates as an agent in individual and group life 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 tools to provide 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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Scott T

CFP®, Series 63

Memphis, TN

Mass Mutual Investors Services

Scott Trammell is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services since 2017. Prior to this, he worked at MetLife Securities, Inc. from 2015 to 2017 and has been associated with MassMutual Life Insurance Co since 2016. He is also involved in the life settlements marketplace as an executive vice president and serves as a trustee overseeing trust and endowment funds for a local church. Mass Mutual Investors Services, LLC 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 collaborative, annual financial planning engagements using firm-approved analytical tools and provides event-driven planning services including 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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Kyle K

Series 66

Memphis, TN

Mass Mutual Investors Services

Kyle Krebs is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding a Series 66 designation and five years of industry experience. Before joining Mass Mutual in 2020, he worked with the Memphis Grizzlies and Memphis Redbirds. Mass Mutual Investors Services operates as 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 collaborative, annual financial planning engagements using firm-approved software and delivers written recommendations focused on investment categories and 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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Kendall H

Series 66

Memphis, TN

Mass Mutual Investors Services

Kendall Hill is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 66 designation and has worked with MassMutual/Strategic Financial Planners and MML Investors Services since 2023. His prior experience includes roles at SkyFrequency, Inc., Hotel Chester, and various educational institutions. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, and charitable organizations through structured, collaborative relationships.

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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Mitchell D

Series 66

Memphis, TN

Mass Mutual Investors Services

Mitchell Dean is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding a Series 66 designation and three years of industry experience. Prior to joining Mass Mutual in 2022, he worked at Pfizer, Inc. for 11 years. 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, using firm-approved software to analyze client goals and provide written 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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Ronnie K

Series 63, Series 65

Memphis, TN

Mass Mutual Investors Services

Ronnie King is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017, with prior experience at Massachusetts Mutual Life Insurance Company and MetLife Securities. Outside of his advisory role, he is also an insurance agent involved in non-variable insurance sales. 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 ongoing financial planning using firm-approved tools and offers 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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Drake H

Series 66

Memphis, TN

Mass Mutual Investors Services

Drake Harris is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience, including roles at MassMutual Life Insurance Co and IMC Companies. Prior to his financial services career, he spent four years at Mississippi State University and eight years at Mount Paran Christian. 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 provides financial planning, asset management, and educational seminars, using firm-approved software to deliver written recommendations in a collaborative, annual planning process.

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 B

Series 63, Series 65

Memphis, TN

Mass Mutual Investors Services

Robert Buckley is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 63 and Series 65 licenses and with 17 years of industry experience. He has worked at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company prior to his current role since 2017. Outside of his advisory work, he is also an active musician in Memphis. 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 using firm-approved software and structured 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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Maria P

Series 66

Memphis, TN

Mass Mutual Investors Services

Maria Popa is a Series 66-licensed financial advisor with 15 years of industry experience. She has worked at MassMutual Investors Services since 2017 and previously at MetLife Securities from 2011 to 2017. In addition to her advisory role, she acts as an agent specializing in individual health, group life/health, and fixed annuities. 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 emphasizes collaborative, annual financial planning engagements and offers specialized services such as estate-settlement and employer-sponsored planning 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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Jeffrey S

Series 66

Memphis, TN

Mass Mutual Investors Services

Jeffrey Smithey is a financial advisor with Mass Mutual Investors Services in Memphis, TN. He holds the Series 66 designation and has two years of industry experience. Prior to joining Mass Mutual, he worked in general contracting and held various roles connected to South Dakota State University. 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 collaborative financial planning using firm-approved software and offers a range of programs including educational seminars and event-driven planning 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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Howard W

Series 66

Memphis, TN

Mass Mutual Investors Services

Howard West is a financial advisor at Mass Mutual Investors Services with a Series 66 designation. He has recently entered the industry, beginning his advisory role in 2025. Prior to his current position, his background includes roles in education and hospitality, including work with Mississippi State University and Sandestin Beach and Golf Resort. 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, employing firm-approved tools to provide 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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Nathan P

Series 66

Memphis, TN

Mass Mutual Investors Services

Nathan Pera V is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 13 years of industry experience, including prior work at FTB Advisors, Inc. Nathan is also president of NMDC Holdings, LLC, a real estate holding company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations with financial planning, asset management, and educational 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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Branden R

Series 66

Memphis, TN

Mass Mutual Investors Services

Branden Rogers is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been in the industry since 2025, with prior experience at Delta State University and Evangelical Christian School. 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 ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented planning 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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Patrick C

Series 63, Series 65

Memphis, TN

Mass Mutual Investors Services

Patrick Crowley is a financial advisor at MassMutual Investors Services with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at MassMutual and its affiliated firms since 2017, following six years at MetLife. He is also a non-active attorney. 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 provides financial planning, asset management, 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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Edward F

Memphis, TN

Mass Mutual Investors Services

Edward Felsenthal is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding 57 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has a long career history including roles at Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and his own firm, Felsenthal Planning & Service, which he has operated since 1963. In addition to advising, Mr. Felsenthal is actively involved in insurance services and serves as president of Hemisphere General Insurance Group, Inc. 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 emphasizes collaborative annual financial planning engagements using firm-approved software to analyze client goals and recommends investment strategies 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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Chandler G

Series 63, Series 65

Memphis, TN

Mass Mutual Investors Services

Chandler Gagnon is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities, Inc. He is also an independent insurance agent specializing in dental and group disability income, fixed annuities, life, accident, health, long-term care, and Medicare-related products. Mass Mutual 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 utilizing firm-approved software to analyze client goals and provide written 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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Carson S

Series 63, Series 65

Memphis, TN

Mass Mutual Investors Services

Carson Stimpson is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and 10 years of industry experience. He has worked at Ameriprise Financial Services Inc and Axa Advisors, LLC prior to joining his current firm in 2022. 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 ongoing financial planning and offers 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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Coleman B

Series 65, Series 63

Memphis, TN

Mass Mutual Investors Services

Coleman Barron is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously spent two years at MetLife Securities Inc. Barron also serves as a health and group life insurance agent. 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 financial planning using firm-approved analytical tools and offers event-driven planning services including 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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Hampton H

Series 63, Series 65

Memphis, TN

Mass Mutual Investors Services

Hampton Holcomb is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and is also associated with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Outside of his advisory role, Holcomb is a 20% member of HAHNAH LLC, a consulting business focused on business retention, sales motivation, corporate culture, and individual advancement. 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 ongoing financial planning, asset management, and educational programs, delivering collaborative, annual planning engagements that utilize firm-approved analytical tools and strategies 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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Nicholas M

Series 66

Memphis, TN

Mass Mutual Investors Services

Nicholas Mc Caleb is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has previously worked at Cetera and Loflin Yard. Outside of finance, he was involved with the West Alabama Soccer Officials Association for two years. 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 tools to analyze client goals and deliver written 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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John M

Series 66

Memphis, TN

Mass Mutual Investors Services

John Matthews is a financial advisor with Mass Mutual Investors Services in Memphis, TN. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at MassMutual Life Insurance Company and Strategic Financial Partners, among others. Matthews also has experience outside of finance, having been employed at Mossy Oak Golf Course and in education at Mississippi State College and Jones County Jr. College. 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 a range of programs including wrap accounts and educational seminars, with financial planning engagements structured as annual, collaborative relationships focusing on client goals and investment strategy 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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William S

Series 63

Memphis, TN

Mass Mutual Investors Services

William Sanders is a financial advisor at Mass Mutual Investors Services with 30 years of industry experience. He holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017, with prior experience at MetLife Securities Inc. and New England Securities dating back to 1995. Outside of his advisory role, Sanders serves as Treasurer for the Wilsford Homeowners Association, overseeing financials and budgeting. 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 and a range of investment programs, including 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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Mark L

CFP®, ChFC®, Series 63

Memphis, TN

Mass Mutual Investors Services

Mark Loftis is a financial advisor with MassMutual Investors Services in Memphis, TN, holding the CFP®, ChFC®, and Series 63 credentials. He has 30 years of industry experience, including over a decade with Massachusetts Mutual Life Insurance Company and nine years with MassMutual Investors Services. Outside his advisory role, he is involved in the sales and service of non-variable insurance. MassMutual 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 collaborative, annual financial planning engagements using advanced analytical tools and offers specialized services such as divorce planning and estate-settlement 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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Russell V

Series 63

Memphis, TN

Mass Mutual Investors Services

Russell Vandersteeg is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and bringing 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. since 2015. Outside of his advisory role, he owns and operates Strategic Financial Partners LLC, an agency involved in insurance and financial services. 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-oriented 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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William E

Series 63, Series 65

Memphis, TN

Mass Mutual Investors Services

William Edwards is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and associated with Massachusetts Mutual Life Insurance Company since 2016. Edwards also works as an independent insurance agent specializing in dental, group disability income, fixed annuities, disability, life/accident/health, long-term care, Medicare-related products, and life settlements. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning and asset management services. The firm employs a collaborative planning approach using firm-approved software and offers educational seminars along with a range of investment and insurance solutions.

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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Brian E

Series 63, Series 65

Memphis, TN

Mass Mutual Investors Services

Brian Evans is a financial advisor with Mass Mutual Investors Services in Memphis, TN. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he was with MML Investors Services and MassMutual Life Insurance Co. He served on the 2nd Presbyterian Church leadership team for ten years. 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 uses analytical tools such as Monte Carlo simulations and automated asset-allocation software to develop written recommendations in ongoing collaborative planning relationships.

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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John E

Series 66

Memphis, TN

Mass Mutual Investors Services

John Erb is a financial advisor with Mass Mutual Investors Services in Memphis, Tennessee. He holds the Series 66 designation and has five years of industry experience. His prior work includes roles at MassMutual Life Insurance Company and Anovo Rx, as well as seven years at the Jack Erb Company. 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 financial planning, asset management, and educational seminars using firm-approved software tools and offers specialized services including 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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Cade B

Series 66

Memphis, TN

Mass Mutual Investors Services

Cade Bishop is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience, including prior work at Ameriprise. Outside of his advisory role, he works as a valet attendant at events and restaurants. 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 ongoing financial planning, asset management, and educational seminars using firm-approved software and structured annual client 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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Eric B

Series 63

Memphis, TN

Mass Mutual Investors Services

Eric Bubrig is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 24 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. In addition to his advisory role, he is also licensed as a health insurance agent. MassMutual 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 provides financial planning, asset management, and educational seminars, using firm-approved software and structured planning processes to develop written 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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Darrel S

Series 63

Memphis, TN

Mass Mutual Investors Services

Darrel Sumner is a financial advisor at Mass Mutual Investors Services with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Metlife Securities Inc. and New England Securities. Outside of his advisory role, he is a partner at SFP Benefits, an insurance brokerage specializing in group health and employee welfare benefits. 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 technology-supported, collaborative client 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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James D

Series 66

Memphis, TN

Mass Mutual Investors Services

James Dixon is a Series 66-licensed financial advisor with MassMutual Investors Services in Memphis, TN, where he has worked since 2019. He has six years of industry experience and has also held a position as an assistant cross country coach at St. George’s Independent School. 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 analytical tools to develop tailored financial strategies and offers event-driven planning services, including recent additions such as standalone divorce 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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John P

ChFC®, Series 63

Memphis, TN

Mass Mutual Investors Services

John Phillips IV is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding the ChFC® designation and Series 63 license. He has 44 years of industry experience, including over a decade with Massachusetts Mutual Life Insurance Company and nine years with Mass Mutual Investors Services. He also works as a life insurance agent and represents clients in life settlements and viaticals. 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 software tools to provide written recommendations tailored to clients’ 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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Barrett J

Series 66

Memphis, TN

Mass Mutual Investors Services

Barrett Jones is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding a Series 66 designation and eight years of industry experience. He has worked with MassMutual Life Insurance Co and MML Investors Services since 2017 and previously with ESPN. Outside of his advisory role, Jones is a public speaker and maintains an insurance agency focusing on life and health products. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, serving individuals, business owners, trusts, estates, and charitable organizations with financial planning, asset management, and educational seminars. The firm offers collaborative, software-supported planning engagements and event-driven services such as estate settlement and employer-sponsored 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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William S

Series 66

Memphis, TN

Mass Mutual Investors Services

William Sanders Jr. is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience, including roles at MassMutual Life Insurance Company and prior work in journalism and retail. 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 uses detailed client information and firm-approved software tools to deliver written financial recommendations within collaborative annual 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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Keith I

Series 63

Memphis, TN

Mass Mutual Investors Services

Keith Inman is a financial advisor with MassMutual Investors Services in Memphis, TN, holding a Series 63 license and 22 years of industry experience. He has been with MassMutual Investors Services since 2017 and also has associations with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. In addition to his advisory work, he is president of The Inmans, Inc., a concert promotions and band management company. 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 collaborative annual planning engagements with 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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Walker J

Series 65, Series 63

Memphis, TN

Mass Mutual Investors Services

Walker Jones is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Reliant Investment Management LLC and the University of Alabama. Mass Mutual Investors Services, LLC 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 structures financial planning as annual, collaborative engagements using firm-approved software and offers specialized planning programs including divorce, estate-settlement, and employer-sponsored 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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