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Brett N

Series 63

New York, NY

Mass Mutual Investors Services

Brett Norton is a financial advisor with Mass Mutual Investors Services in New York, NY. He holds a Series 63 designation and has nine years of industry experience. His career includes roles at MML Investor Services, LLC, Mass Mutual Life Insurance Company, and Lenox Advisors, Inc. Outside of his advisory work, he is also involved in insurance sales as an agent with Lenox Advisors, focusing on life and health 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 software tools to support collaborative, goal-based planning and investment 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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Sharamaurice T

Series 63, Series 66

New York, NY

Mass Mutual Investors Services

Sharamaurice Thomas is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 63 and Series 66 credentials and seven years of industry experience. Prior to his current role, he worked at Edward Jones, Fidelity Personal & Workplace Advisors, Fidelity Brokerage Services LLC, Merrill, and Mass Mutual. MML Investors Services, LLC operates as a subsidiary of MassMutual and provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering programs such as asset management 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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Carter M

Series 66

New York, NY

Mass Mutual Investors Services

Carter Moebius is a financial advisor with Mass Mutual Investors Services in New York, NY, holding a Series 66 designation and eight years of industry experience. He has worked at several firms since 2010, including AXA Advisors, LLC and 21st Century Fox (Hole in the Fence Productions, LLC). 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 offers a range of programs including wrap and money-manager services, educational seminars, and event-driven planning such as divorce 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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Russell R

CFP®, Series 63, Series 65

New York, NY

Mass Mutual Investors Services

Russell Rolnick is a financial advisor with Mass Mutual Investors Services in New York, NY, holding the CFP® designation along with Series 63 and Series 65 licenses. He has 34 years of industry experience and has been with MML Investors Services Inc and Mass Mutual Life Insurance Company since 2008. Outside of his advisory role, he serves as treasurer for the local civic organization Heritage of West Nyack. MML 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 tailored planning engagements supported by technology tools and also conducts 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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Paul M

Series 63

New York, NY

Mass Mutual Investors Services

Paul Mass is a financial advisor with Mass Mutual Investors Services in New York, NY, holding a Series 63 designation and over 28 years of industry experience. He has been with Mass Mutual Investors Services since 1997 and also maintains a role with Mass Mutual Life Insurance Company since 1996. In addition to his advisory work, he owns and operates Clearview Financial Solutions, providing various individual and group insurance products. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, structuring engagements as ongoing, collaborative relationships that emphasize goal analysis and written recommendations 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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Ronald G

Series 63

New York, NY

Mass Mutual Investors Services

Ronald Goodman is a financial advisor with Mass Mutual Investors Services in New York, NY. He holds the Series 63 designation and has 21 years of experience in the industry. He has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2008. Outside of his advisory role, he is also an agent at Lenox Advisors Inc., a brokerage specializing in 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 provides financial planning, asset management, and educational seminars, with a focus on collaborative, goal-driven planning using firm-approved 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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Ryan D

Series 66

New York, NY

Mass Mutual Investors Services

Ryan Davidson is a financial advisor with Mass Mutual Investors Services in New York, NY, holding a Series 66 designation and four years of industry experience. His work history includes roles at Equitable Advisors and TD Bank, as well as several shorter-term positions across advisory and financial services firms. 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 tools to develop collaborative, annual 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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Jackson M

Series 66

New York, NY

Mass Mutual Investors Services

Jackson Modico is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 credential and has worked previously at Equitable Advisors and Unitas Wealth Management. Outside of his advisory role, he is involved with the Long Island Center for Independent Living. 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, and charitable organizations. The firm provides ongoing, collaborative financial planning using firm-approved tools and offers specialized planning programs including divorce and estate settlement 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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Bennett L

Series 66

New York, NY

Mass Mutual Investors Services

Bennett Lawrence is a financial advisor with Mass Mutual Investors Services in New York, NY, holding a Series 66 designation and two years of industry experience. His work history includes roles at MassMutual Life Insurance Company, Newmark, and Wildcat Advisory Group. 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 with a focus on collaborative, annual 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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Jeremy S

Series 66

New York, NY

Mass Mutual Investors Services

Jeremy Sklar is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. His work history includes roles at Fifth Avenue Financial and Lenox Advisors. He has also held positions at the University of Maryland and in civil service with the City of Yonkers. MML Investors Services, LLC 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 event-driven planning programs and educational seminars alongside its asset management and wrap 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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Andrew G

Series 66

New York, NY

Mass Mutual Investors Services

Andrew Gilliland is a financial advisor with Mass Mutual Investors Services, holding a Series 66 license and five years of industry experience. Prior to joining Mass Mutual in 2026, he worked at Guardian Life for five years. Outside of his financial advisory role, he facilitates virtual weekly meetings for an artistic coaching group. 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, and charitable organizations. The firm emphasizes collaborative, goal-based planning using firm-approved software and offers specialized 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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Matthew S

ChFC®, Series 66

New York, NY

Mass Mutual Investors Services

Matthew Sendach is a financial advisor with Mass Mutual Investors Services in New York, NY, holding the ChFC® designation and Series 66 license with 17 years of industry experience. He has worked with MassMutual Life Insurance Company and Mass Mutual Investors Services since 2009. Outside of his advisory role, he is also involved in insurance sales as an agent for Lenox Advisors. 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 programs, using a collaborative process supported by firm-approved software to develop and deliver client 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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Kamar P

Series 66

New York, NY

Mass Mutual Investors Services

Kamar Plunkett is a financial advisor with Mass Mutual Investors Services in New York, NY. He holds a Series 66 designation and has 17 years of industry experience. His prior roles include positions at Edward Jones, Fidelity Personal & Workplace Advisors, and TIAA. 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 event-driven planning programs and uses firm-approved tools to deliver written financial recommendations in annual, collaborative engagements.

Retirement income strategy General retirement planning Business ownership considerations Business exit / sale strategy General estate planning guidance Founder/Business Owner Married/Couples/Partners Divorced
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Daphine A

Series 63, Series 65

New York, NY

Mass Mutual Investors Services

Daphine Ates is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 63 and Series 65 licenses and 32 years of industry experience. Her previous roles include positions at Equitable Advisors and AXA Equitable. 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, structuring client relationships as annual, collaborative engagements with a focus on investment strategy recommendations rather than specific product selections.

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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Chase G

Series 63

New York, NY

Mass Mutual Investors Services

Chase Golomb is a financial advisor with Mass Mutual Investors Services in New York, NY, holding a Series 63 designation and 17 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2012. Outside of his advisory role, he is involved in life insurance brokerage through Lenox Advisors, Inc. 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, focusing on collaborative, goal-oriented planning without discretionary authority over client investments.

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 K

CFP®, Series 63, Series 66

New York, NY

Mass Mutual Investors Services

Brian Kaplan is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 63 and Series 66 credentials and 18 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2009. Outside of his advisory role, he is also an agent involved in individual and group life and health insurance brokerage. 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, focusing on collaborative, goal-driven planning with clients.

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 J

Series 63

New York, NY

Mass Mutual Investors Services

John Johnson is a financial advisor with Mass Mutual Investors Services in New York, NY, holding a Series 63 designation and over 26 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 1999. Additionally, he works as a sales agent involved in brokerage, life, and health insurance activities. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, structuring financial planning as annual collaborative relationships using firm-approved software and 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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John M

CFP®, Series 66

New York, NY

Mass Mutual Investors Services

John Miller is a CFP® and Series 66-registered financial advisor with 34 years of industry experience. He has been with MassMutual Investors Services and affiliated entities since 2009. In addition to his advisory role, he works as a sales agent in insurance. 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 employs collaborative, software-supported planning processes and offers programs including wrap accounts, money-manager services, 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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Matthew M

Series 63, Series 66

New York, NY

Mass Mutual Investors Services

Matthew Mattimore is a financial advisor with MassMutual Investors Services in New York, NY, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management and Northwestern Mutual Investment Management. He also serves as a relationship manager for Lenox Advisors, focusing on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services 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 collaborative, annual planning engagements supported by firm-approved analytical tools and offers specialized programs including divorce planning and estate-settlement 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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Gabriel S

Series 63, Series 65

New York, NY

Mass Mutual Investors Services

Gabriel Schulman is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Mass Mutual and its affiliated life insurance company since 2011. Outside of his advisory role, Schulman is involved in several entrepreneurial ventures, including ownership interests in a restaurant/bar and an art gallery. 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 utilizes firm-approved software for goal analysis and offers comprehensive planning programs, including recent additions such as Divorce Planning and employer-sponsored 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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