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Paul F

Series 63, Series 66

New York, NY

Mass Mutual Investors Services

Paul Ferrante is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 63 and Series 66 licenses and 24 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2011. Outside of advising, he works as an insurance sales agent and manages rental property activities. MassMutual 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 ongoing financial planning, asset management, and educational seminars, structuring client engagements as annual collaborative relationships that focus on investment categories and strategies 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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David S

Series 63

New York, NY

Mass Mutual Investors Services

David Sacher is a financial advisor with Mass Mutual Investors Services in New York, NY, holding a Series 63 designation and 20 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2006. Outside of his advisory role, he works as a health insurance broker. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and offers asset management, wrap and money-manager programs, along with 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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Kyle B

Series 63

New York, NY

Mass Mutual Investors Services

Kyle Boudreau is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has eight years of industry experience, including roles at MassMutual Life Insurance Company and Lenox Advisors, Inc. In addition to his advisory work, he is involved in life and health insurance sales. 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, and charitable organizations. The firm offers event-driven planning programs and educational seminars while delivering collaborative, annual financial 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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Mark D

Series 66

New York, NY

Mass Mutual Investors Services

Mark Dundon is a financial advisor with Mass Mutual Investors Services in New York, NY. He holds a Series 66 designation and has nine years of industry experience. Dundon has been with MML Investors Services since 2016 and has worked for Mass Mutual Life Insurance Company/Lenox Advisors LLC since 2013. MML Investors Services, LLC 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 emphasizes collaborative, annual financial planning engagements supported by firm-approved analytic tools and provides various event-driven planning 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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Spencer E

Series 66

New York, NY

Mass Mutual Investors Services

Spencer Elkin is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and one year of industry experience. Prior to joining the firm, he worked at Equitable Advisors, LLC for two years. 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 utilizes firm-approved software for goal analysis and delivers written recommendations tailored to client needs.

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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Maximilian M

Series 66

New York, NY

Mass Mutual Investors Services

Maximilian Mediavilla is a financial advisor with Mass Mutual Investors Services in New York, NY, holding a Series 66 credential and one year of industry experience. His prior work includes roles at MML Investors Services, MassMutual Life Insurance Co, and 5th Avenue Solutions. Outside of advising, he holds an insurance broker position involving life, disability, long-term care, fixed annuities, and health insurance sales. Mass Mutual Investors Services 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, emphasizing collaborative, goal-oriented planning without discretionary investment 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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Gregory L

ChFC®, Series 63

New York, NY

Mass Mutual Investors Services

Gregory Large is a financial advisor with Mass Mutual Investors Services in New York, NY, holding the ChFC® and Series 63 designations. He has 34 years of industry experience and has been associated with Mass Mutual Investors Services since 1991 and Lenox Advisors, Inc. since 2002, where he also serves as president. Outside of his advisory work, he holds executive roles in insurance agencies and operates a technology platform related to insurance services. 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 programs, structuring relationships as ongoing engagements that emphasize collaborative planning and recommended investment strategies.

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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Peter H

Series 66

New York, NY

Mass Mutual Investors Services

Peter Hyman is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience and has held roles at firms including Lenox Advisors, MassMutual Life Insurance Co, and Credibly. Outside of advising, he works as an insurance broker focusing on life, disability, long-term care, fixed annuities, and health insurance products. Mass Mutual 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 emphasizes collaborative, annual planning relationships and offers a variety of programs including educational seminars and specialized 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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Ryan F

CFP®, Series 66

New York, NY

Mass Mutual Investors Services

Ryan Farber is a CFP®-certified financial advisor with five years of industry experience, currently affiliated with Mass Mutual Investors Services in New York, NY. He has worked with MML Investors Services, Sentinel Solutions, and Mass Mutual Life Insurance Company since 2021, and previously with Maxim Group. In addition to his advisory role, Farber is involved in insurance brokerage, handling sales and services related to individual life insurance, disability insurance, long-term care, fixed annuities, and health 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 provides ongoing financial planning and asset management services using firm-approved analytical tools and offers educational seminars and specialized planning 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 K

Series 63, Series 66

New York, NY

Mass Mutual Investors Services

Andrew Klein is a financial advisor with Mass Mutual Investors Services in New York, NY. He holds Series 63 and Series 66 registrations and has 10 years of industry experience. His prior work includes roles at Northwestern Mutual and Bruderman Brothers LLC. Outside of his advisory work, he is also a licensed insurance agent involved in life, disability, long-term care, fixed annuities, and 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 offers ongoing financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver 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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Daniel L

Series 66

New York, NY

Mass Mutual Investors Services

Daniel Lavian is a financial advisor with Mass Mutual Investors Services in New York, NY, holding a Series 66 license and two years of industry experience. Prior to joining MassMutual, he worked at MGM Management and has legal education from Fordham University School of Law. Outside of advising, he is involved as an insurance broker focusing on life and health-related products. MassMutual 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, and charitable organizations, offering a range of programs including wrap accounts 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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Steven S

Series 63, Series 65

New York, NY

Mass Mutual Investors Services

Steven Sanford is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked with MassMutual Life Insurance Co. and Mass Mutual Investors Services since 2006. Outside of his advisory role, Sanford is also licensed as an insurance agent for individual and group life and health insurance. MassMutual 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 tools to deliver written recommendations tailored to clients' goals.

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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David S

Series 63

New York, NY

Mass Mutual Investors Services

David Shamash is a financial advisor with Mass Mutual Investors Services in New York, NY, holding a Series 63 designation and 15 years of industry experience. He has worked at Mass Mutual Investors Services since 2013 and has been affiliated with Mass Mutual Life Insurance Company since 2012. In addition to his advisory role, he holds an outside insurance sales position focusing on life, disability, fixed annuities, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, including high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, 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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Nicholas P

Series 66

New York, NY

Mass Mutual Investors Services

Nicholas Paparo is a financial advisor at Mass Mutual Investors Services in New York, NY, holding a Series 66 designation with one year of industry experience. Prior to his current role, he has worked at Lenox Advisors and MassMutual Life Insurance Co. He also holds an insurance broker position involving 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, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved analytical tools 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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Christian M

ChFC®, Series 63

New York, NY

Mass Mutual Investors Services

Christian Messina is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license, with eight years of industry experience. He has worked at various MassMutual affiliates, including Lenox Advisors and Mass Mutual Life Insurance Company, since 2014. Outside of his advisory role, he serves as Senior Vice President at Lenox Advisors, focusing on insurance brokerage. 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 collaborative, annual financial planning engagements using firm-approved analytical tools and also delivers various specialized planning 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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Brett G

Series 63

New York, NY

Mass Mutual Investors Services

Brett Garbut is a financial advisor with Mass Mutual Investors Services in New York, NY, holding a Series 63 designation and 30 years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 1996. In addition to his advisory role, he is also active as a licensed insurance agent specializing in life, health, and property/casualty 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 offers financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships and a range of investment and 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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Steven N

CFP®, CFA®, Series 66

New York, NY

Mass Mutual Investors Services

Steven Nigro is a CFP® and CFA® credentialed financial advisor with five years of experience, currently affiliated with Mass Mutual Investors Services in New York, NY. His prior work includes roles at Brinker Capital Investments and Lenox Advisors, as well as teaching positions at Saint Joseph's University and York Catholic High School. Mass Mutual Investors Services, LLC is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software and structured planning engagements 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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Erik E

Series 63, Series 66

New York, NY

Mass Mutual Investors Services

Erik Elken is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at NYLIFE Securities LLC and New York Life Insurance Company. Prior to his financial services career, he spent several years at KVIA and Sinclair Broadcast Group. Mass Mutual 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, structuring client relationships around annual, collaborative planning engagements using firm-approved analytical 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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Nikita F

Series 66

New York, NY

Mass Mutual Investors Services

Nikita Fidelia is a financial advisor with MassMutual Investors Services in New York, NY, holding a Series 66 designation and one year of industry experience. Her prior roles include positions at NYLife Securities, CBRE Group, and the City of New Rochelle. She is also an insurance broker involved in life, disability, long-term care, fixed annuities, and health insurance sales through Lenox Advisors, Inc. MassMutual 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 educational seminars alongside typical investment advisory 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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Michael G

Series 63, Series 65

New York, NY

Mass Mutual Investors Services

Michael Girasole is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has been with MML Investors Services and Mass Mutual Life Insurance Company since 2016. Outside of his advisory role, he works as a licensed insurance agent 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, wrap 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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