Robert Burger is a financial advisor with Mass Mutual Investors Services in New York, NY. He holds a Series 63 designation and has 33 years of industry experience. Since 2007, he has been associated with MML Investors Services INC, MassMutual Life Insurance Company, and Lenox Advisors, Inc. He also serves as a sales agent in an outside insurance capacity with Lenox Advisors, Inc. 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 provides annual, collaborative financial planning engagements supported by firm-approved analytical tools.

Matthew Donalds is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 63 and Series 66 licenses and possessing 16 years of industry experience. He has been with Mass Mutual Investors Services since 2012 and has concurrent roles at Mass Mutual Life Insurance Company and Lenox Advisors, Inc. Outside of his advisory work, he is also active as an insurance broker specializing in life, disability, and long-term care insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning, asset management, and educational seminars, employing firm-approved analytical tools and offering a range of event-driven planning services.

Matthew Erickson is a CFP® professional with five years of experience in financial services. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2025, following six years at Northwestern Mutual in various roles. In addition to his advisory work, he is an insurance broker with Identiti Financial. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm structures planning engagements as annual, collaborative relationships using firm-approved software and provides event-driven planning programs including a standalone Divorce Planning offering.

To Trinh Quan is a financial advisor with Mass Mutual Investors Services, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining MassMutual Life Insurance Co and Mass Mutual Investors Services in 2026, Quan worked at various Northwestern Mutual entities from 2024 to 2025. Outside of his advisory roles, he has been involved with Astor Madison Property LLC since 2012. 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 an array of planning programs including event-driven services such as estate-settlement and employer-sponsored planning.

Michael Hoffman is a CFP® professional with nine years of industry experience, currently serving at Mass Mutual Investors Services since 2019. He previously worked at Sontag Advisory from 2015 to 2019. Mass Mutual Investors Services, a subsidiary of MassMutual, offers financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved software and collaborative planning processes.

Ryan Abatemarco is a financial advisor at Mass Mutual Investors Services with Series 66 registration and one year of industry experience. Prior to joining MassMutual, he was affiliated with Allele Capital and has a background that includes his education at the University of Florida. He also works as an insurance broker, focusing on life, disability, long-term care, fixed annuities, and health insurance. MassMutual 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 offers tailored financial planning through collaborative annual engagements using advanced analytical tools and delivers written recommendations without discretionary authority.

Nicholas Judd is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds a Series 66 designation and previously worked at firms including Deloitte & Touche LLP and Zeta Global. Judd serves as Vice President at Lenox Advisers, Inc., where he is involved in life and health insurance sales. Mass Mutual Investors Services, LLC 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 offers collaborative financial planning using firm-approved tools and a range of investment and planning services, including specialized offerings such as divorce and estate-settlement planning.

Ryan Kriftcher is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has been with the firm and its affiliates since 2026 and previously worked in real estate management and services from 2019 to 2026. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and investment management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including asset management, wrap accounts, money-manager programs, and educational seminars.

Jason Tan is a financial advisor with MassMutual Investors Services based in New York, NY. He holds a Series 66 designation and has two years of experience in the financial industry. Prior to his current role, he worked at Northwestern Mutual and Pruco Securities LLC. Outside of finance, he has experience working in retail at Dick's Sporting Goods and was a student at Rutgers University. MassMutual 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, wrap and money-manager programs, and educational seminars.

Ian Maldonado is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and having one year of industry experience. His prior roles include positions at MassMutual Life Insurance Co, Lenox Advisors, and Rarefied Real Estate Partners LLC. Maldonado also works as an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational services through a structured annual planning process incorporating firm-approved analytical tools.

Jana Handwerk is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 63 and Series 65 credentials and 39 years of industry experience. She has been with Mass Mutual Investors Services since 1988 and Mass Mutual Life Insurance Company since 1987. In addition to her advisory role, she is also licensed as an insurance agent for life, health, group life, and group health insurance. 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 financial planning, asset management, and educational seminars, using collaborative, technology-supported planning processes without discretionary authority over client investments.

Daniel Calbo is a financial advisor with Mass Mutual Investors Services in New York, NY. He holds a Series 66 designation and has one year of industry experience. Prior to joining Mass Mutual, he worked at Northwestern Mutual and has additional experience in various roles including outside insurance sales. Calbo is also registered as an insurance broker, focusing on life, disability, long-term care, fixed annuities, and health insurance. MassMutual 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 asset management services using firm-approved analytical tools and offers specialized programs such as event-driven planning and educational seminars.

Sheikh Rafat Rahman is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and approximately two years of experience in the financial industry. His prior work includes roles at Merrill, Wells Fargo Advisors, and JP Morgan Chase Bank. Outside of finance, he has experience in education, including positions at The George Washington University and Maple Leaf International School. Mass Mutual 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 offers a range of programs including educational seminars and event-driven planning services such as divorce and estate settlement planning.

Kamran Saghri is a financial advisor with Mass Mutual Investors Services in New York, NY. He holds a Series 66 designation and has one year of industry experience, including roles at MassMutual Life Insurance Co and Lenox Advisors. Outside of his advisory work, he is also an insurance broker specializing in life, disability, long-term care, fixed annuities, and health 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 offers collaborative annual planning relationships and various specialized programs, including divorce and estate-settlement planning.

Meaghan Price is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. Her prior work includes roles at Lenox Advisors and New York University. MassMutual Investors Services, LLC 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 ongoing, collaborative financial planning using firm-approved analytical tools and offers specialized planning programs such as divorce and estate settlement.

Stefan Greenberg is a CFP® with 30 years of industry experience, currently affiliated with Mass Mutual Investors Services and Lenox Advisors, Inc. He has worked at Mass Mutual Investors Services since 1994 and at Lenox Advisors since 2005. His other business activities include serving as a sales agent in the insurance sector. 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 emphasizes collaborative, annual financial planning engagements and offers specialized programs such as divorce planning and estate-settlement services.

Scott McCool is a financial advisor with MassMutual Investors Services in New York, NY, holding a Series 63 designation and eight years of industry experience. He has worked at MassMutual Investors Services since 2017 and is also associated with Lenox Advisors, Inc. Outside of advisory work, he is involved as a licensed life and health insurance agent. 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, providing collaborative, goal-focused planning using firm-approved analytical tools.

Claude Clay is a financial advisor with Mass Mutual Investors Services in New York, NY. He holds Series 63 and Series 66 credentials and has eight years of industry experience. His prior work includes roles at Fidelity Investments, Securian Financial Services, and Edward Jones. Outside of his advisory work, he is also an insurance broker engaged in life, disability, long-term care, fixed annuities, and health insurance sales. MassMutual 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 uses detailed client data and firm-approved software to develop collaborative, written financial plans, with implementation carried out through separate brokerage or insurance arrangements.

Mitchell Mass is a CFP® with three years of industry experience, currently affiliated with Mass Mutual Investors Services in New York, NY. He has worked at Mass Mutual Life Insurance Company and MML Investors Services LLC since 2022. Outside of his advisory role, he is involved in insurance brokerage through Clearview Financial Solutions. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm structures financial planning as annual, collaborative engagements using firm-approved software to analyze goals and typically recommends investment categories and strategies without discretionary authority.

Steven Randall is a ChFC®-designated financial advisor with 26 years of industry experience, currently affiliated with Mass Mutual Investors Services in New York, NY. He has worked with Mass Mutual Life Insurance Company and its subsidiaries since 2015 and is also associated with Fifth Avenue Financial as a licensed insurance agent specializing in life and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals—including high-net-worth clients—business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars using firm-approved analytical tools and structures planning as ongoing, collaborative relationships.