Jay Malick is a financial advisor with Mass Mutual Investors Services in Mooresville, NC, holding Series 66 and Series 63 credentials and bringing 24 years of industry experience. His prior roles include long-term positions at Bank of America and Merrill as well as work as a self-employed author and lecturer. He is also currently affiliated with Costco. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

Robert Chester is a financial advisor at Mass Mutual Investors Services with 40 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior roles include seven years at Allstate Financial Advisors, LLC and over a decade operating The Chester Agency. Outside of his advisory work, he serves as an insurance broker for Sentinel Health Solutions Inc., focusing on health and Medicare. 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 detailed client data and analytical tools to deliver written recommendations within annual planning engagements, offering a range of event-driven and specialized planning programs.

John Lynch is a financial advisor with Mass Mutual Investors Services in Mooresville, NC, holding Series 65, Series 63, and Series 66 licenses and bringing 23 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company, Allstate Financial Services, and Hornor, Townsend & Kent. He also serves as an insurance broker with Imprimis Financial, focusing on life, disability, long-term care insurance, and fixed annuities. 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, and charitable organizations. The firm’s approach includes collaborative, annual financial planning engagements that utilize firm-approved software tools to analyze client goals and deliver written recommendations.