Jarad Plummer is a financial advisor with Mass Mutual Investors Services in Mount Pleasant, SC, holding Series 63 and Series 65 licenses with 15 years of industry experience. He has worked with Mass Mutual and its affiliates since 2010 and previously operated the J Plummer Financial Group. Outside of advising, he is involved in life and health insurance sales through Lenox Advisors. Mass Mutual Investors Services, LLC operates as 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 emphasizes annual, collaborative financial planning engagements and provides specialized programs such as divorce planning and estate-settlement services.

Ronald Warden is a financial advisor with Mass Mutual Investors Services in Mt Pleasant, SC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been affiliated with MassMutual Life Insurance Co and Mass Mutual Investors Services since 1996. Outside of his advisory role, Warden is involved in real estate sales and appraisals and operates a benefits group specializing in life, health insurance, and retirement plan communications. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing 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 analysis tools and structures its services to focus on investment strategy recommendations rather than specific product selections.

Gabriel Gould is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 21 years of industry experience, including roles at Northwestern Mutual, Carolina Capital Management, and New York Life. In addition to his advisory work, he maintains an outside insurance broker position 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 that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes ongoing, collaborative planning engagements using firm-approved analytical tools and offers event-driven planning programs such as divorce and estate settlement.

Beth Bohara is a financial advisor with Mass Mutual Investors Services in Mt. Pleasant, South Carolina, holding Series 63 and Series 66 licenses and two years of industry experience. She has previously worked with Northwestern Mutual Wealth Management Company and Medical University of South Carolina entities. Outside of advisory work, she holds a position as an insurance broker specializing in life, disability, long-term care insurance, and fixed annuities. 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, using collaborative annual planning engagements supported by firm-approved analytical tools.

Jennifer Phillips is a financial advisor with Mass Mutual Investors Services, holding Series 66 and Series 63 licenses and seven years of industry experience. She previously worked with Northwestern Mutual in various capacities from 2018 to 2025. Outside of advising, she is the CEO and owner of Echo Haus LLC, a business coaching and consulting firm specializing in advising business owners. Mass Mutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools to deliver collaborative, goal-based recommendations.