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Nicholas T

Series 63, Series 65

New Albany, OH

Mass Mutual Investors Services

Nicholas Tilson is a financial advisor with MML Investors Services, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at SigFig Wealth Management LLC, J.P. Morgan Securities LLC, and Cetera Advisor Networks LLC. He is based in New Albany, Ohio. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using a structured, software-assisted approach 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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Donald K

Series 66

New Albany, OH

Mass Mutual Investors Services

Donald Kennedy is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation. He has one year of industry experience, including prior roles at MassMutual Life Insurance Company and work in sports information at the University of Dubuque. 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 to deliver detailed, goal-oriented financial plans and offers specialized planning programs, 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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Ryan M

Series 66

New Albany, OH

Mass Mutual Investors Services

Ryan Miller is a financial advisor with Mass Mutual Investors Services in New Albany, Ohio, holding a Series 66 designation and five years of industry experience. His prior roles include positions at GUARDIAN Life Insurance Company and JP Morgan Chase & Co. Outside of advising, he administers Next Level Continuing Education, which organizes free professional education webinars. 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 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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Joseph S

Series 63, Series 65

New Albany, OH

Mass Mutual Investors Services

Joseph Shih is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Northwestern Mutual in various capacities. Prior to his financial services career, he was employed at Ohio State University and Northern Valley Demarest Regional High School. 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 help clients analyze goals and 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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Christopher B

Series 63, Series 65

New Albany, OH

Mass Mutual Investors Services

Christopher Bradley is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 26 years of industry experience, including roles at LPL Financial, Ivy Funds Distributor, Inc., and Waddell & Reed, Inc. He is currently based in New Albany, OH. 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, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

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 P

Series 63, Series 65

New Albany, OH

Mass Mutual Investors Services

Robert Polletta is a financial advisor with Mass Mutual Investors Services in New Albany, OH, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Heartland Bank, LPL Financial, The Huntington Investment Company, and Fifth Third Securities. He serves as a board member on the Saint Andrew Athletic Board, assisting with oversight of school athletic activities. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers through a range of educational and investment 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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