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Jonathan D
CFP®, Series 63
New York, NY
Mass Mutual Investors Services
Jonathan Davis is a CFP® credentialed advisor with 29 years of experience, currently affiliated with Mass Mutual Investors Services in New York, NY. He has worked at Mass Mutual Life Insurance Company since 1994 and at Lenox Advisors Inc. since 2005. In addition to his advisory role, he is also engaged as a life and health insurance agent with Lenox Advisors. 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, using a collaborative, goal-oriented process supported by advanced analytical tools.
Darren G
CFP®, Series 66
New York, NY
Mass Mutual Investors Services
Darren Gerstenblatt is a CFP®-certified financial advisor with over 22 years of industry experience. He has been associated with Mass Mutual Investors Services since 2006 and has concurrent roles at Mass Mutual Life Insurance Company and Lenox Advisors, Inc. In addition to his advisory work, he is involved in life and health insurance sales through Lenox Advisors. MML Investors Services, LLC operates as 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 programs, structuring engagements as annual collaborative relationships that use analytical tools to provide written recommendations without discretionary investment authority.
Matthew K
CFP®, Series 63
New York, NY
Mass Mutual Investors Services
Matthew Kotula is a CFP® professional with 20 years of industry experience, currently affiliated with MassMutual Investors Services in New York, NY. His prior experience includes roles at MML Investors Services, Mass Mutual Life Insurance Company, and Northwestern Mutual. He also has an active role as a licensed agent in life and health insurance sales. 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, and educational seminars, emphasizing collaborative, goal-oriented planning using firm-approved analytical tools.
Kyle S
Series 66
New York, NY
Mass Mutual Investors Services
Kyle Stanley is a financial advisor with MassMutual Investors Services in New York, NY, holding a Series 66 designation and beginning his career in 2025. He has prior experience with Lenox Advisors and has served as a team leader in military intelligence with the New York National Guard. Outside of advising, he works as an insurance broker selling life, disability, long-term care, fixed annuities, and health insurance. 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, and charitable organizations. The firm offers a range of planning programs, including event-driven services such as divorce and estate-settlement planning, supported by educational seminars and automated analytical tools.
Zachary K
Series 66
New York, NY
Mass Mutual Investors Services
Zachary Kriftcher is a financial advisor with Mass Mutual Investors Services in New York, NY, holding a Series 66 designation and 11 years of industry experience. He has worked at Lenox Advisors, Inc. and Mass Mutual Life Insurance Company. In addition to his advisory role, he is active as a licensed insurance agent specializing in individual life, property/casualty, 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, employing firm-approved analytical tools to develop collaborative annual planning relationships.
Gavriel E
ChFC®, Series 63, Series 66
New York, NY
Mass Mutual Investors Services
Gavriel Epstein is a ChFC®-designated financial advisor at Mass Mutual Investors Services with six years of industry experience. He has worked with Lenox Advisors and MML Investors Services, LLC since 2020 and has been affiliated with Mass Mutual Life Insurance Company since 2019. Epstein also has a background with RadicalVelo, LLC, where he was involved for 15 years. 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 ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.
Stephen S
Series 63, Series 65
New York, NY
Mass Mutual Investors Services
Stephen Seligman is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Mass Mutual Investors Services, Mass Mutual Life Insurance Company, and Lenox Advisors since 2007. Outside of his advisory role, he is involved as a broker in the sale and service of life, disability, long-term care, and group health insurance products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software to analyze clients’ goals and delivers written recommendations through annual collaborative planning engagements.
Matteo F
Series 63, Series 65
New York, NY
Mass Mutual Investors Services
Matteo Falcone is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses. He has three years of industry experience and has also worked with MassMutual Life Insurance Co., Lenox Advisors, Inc., and Planning Alliance / Park Avenue Securities, LLC. Outside of advising, he is licensed as 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 serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational services, with a focus on collaborative, annual financial planning engagements.
Robert P
Series 63
New York, NY
Mass Mutual Investors Services
Robert Pimpinella is a financial advisor with Mass Mutual Investors Services in New York, NY, holding a Series 63 designation and 14 years of industry experience. He has worked with Mass Mutual Investors Services since 2012 and with Mass Mutual Life Insurance Company since 2011. 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 planning engagements as annual, collaborative relationships that focus on goals analysis and written recommendations.
Jeff R
Series 63
New York, NY
Mass Mutual Investors Services
Jeff Romond is a financial advisor with Mass Mutual Investors Services in New York, NY, holding a Series 63 designation and 25 years of industry experience. He has been with Mass Mutual Investors Services since 2001 and also serves as an insurance agent offering health group life, dental, and vision coverage. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements using firm-approved tools and offers specialized programs including divorce planning and estate-settlement services.
Mark T
CFA®, Series 63, Series 66
New York, NY
Mass Mutual Investors Services
Mark Testa is a CFA® charterholder with 24 years of industry experience, currently affiliated with MassMutual Investors Services in New York, NY. He has previously worked at Deutsche Bank Securities, Inc. and IronFlash. In addition to his advisory role, he serves as a relationship manager at Lenox Advisors, focusing on life, disability, long-term care insurance, fixed annuities, and health products. 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 with a collaborative, goal-oriented approach.
Brian B
Series 66
New York, NY
Mass Mutual Investors Services
Brian Book is a financial advisor at MassMutual Investors Services with a Series 66 designation and four years of industry experience. He has worked at MML Investors Services, Lenox Advisors, and Mass Mutual Life Insurance Company since 2020 and previously held roles at Fundera, Inc. and Rugby United New York. In addition to his advisory work, he serves as a relationship manager for life, disability, long-term care, fixed annuities, and health insurance through Lenox Advisors. 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 comprehensive planning using firm-approved analysis tools and supports a range of event-driven and specialized planning programs.
Jacob S
Series 66
New York, NY
Mass Mutual Investors Services
Jacob Seeherman is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Stifel & Nicolaus. Outside of his advisory role, he also works as an insurance broker focusing on life, disability, long-term care, fixed annuities, and health insurance. 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 emphasizes ongoing, collaborative planning relationships and offers specialized services such as divorce planning and employer-sponsored planning programs.
Cameron F
Series 63, Series 66
New York, NY
Mass Mutual Investors Services
Cameron Falino is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 63 and Series 66 licenses and three years of industry experience. He has previously worked with Northwestern Mutual Investment Services and Christopher M Coyne and Jonathan Edwards Romero. Cameron also serves as an insurance broker for Lenox Advisors, Inc., focusing on life, disability, long-term care, fixed annuities, and health insurance lines. MassMutual 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 offers collaborative, annual financial planning engagements using firm-approved software and provides additional event-driven planning services, including divorce and estate-settlement planning.
Michael M
Series 66
New York, NY
Mass Mutual Investors Services
Michael Mc Laughlin is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. His career includes roles at MML Investors Services LLC, Lenox Advisors, MassMutual Life Insurance Co., Ameriprise Financial, and Seacor Marine. He also serves as a Relationship Manager for Lenox Advisors, specializing 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 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 provides various event-driven planning programs.
Nicholas M
Series 66
New York, NY
Mass Mutual Investors Services
Nicholas Martini is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and one year of industry experience. He has worked at several firms including Gideon Strategic Partners and Canaccord Genuity. Martini's background includes roles at various financial service firms and he has experience connected to educational institutions such as Wagner College. 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 financial planning engagements with tools like Monte Carlo simulations and automated asset-allocation software, along with specialized event-driven planning services.
Luke D
CFP®, Series 66
New York, NY
Mass Mutual Investors Services
Luke Durivage is a CFP® and holds a Series 66 license, currently affiliated with Mass Mutual Investors Services in New York, NY. He has approximately one year of industry experience, including prior roles at Hightower Advisors and Citizens Financial Group. He has a background that includes work in financial services and previous positions outside the industry. 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, wrap and money-manager programs, and educational seminars, structuring planning engagements as annual, collaborative relationships based on detailed client analysis.
Benjamin K
ChFC®, Series 63, Series 65
New York, NY
Mass Mutual Investors Services
Benjamin Kleinschmidt is a financial advisor with Mass Mutual Investors Services in New York, NY, holding the ChFC® designation and Series 63 and 65 licenses. He has six years of industry experience, including prior roles at Northwestern Mutual Life Insurance Company and The Durst Organization. Outside of financial services, he is a minority owner of a wellness business, Stretch Zone, where he provides sales consulting. 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, emphasizing collaborative and goal-driven planning with a range of programmatic services.
Vincent T
ChFC®, Series 63
New York, NY
Mass Mutual Investors Services
Vincent Trimarco is a financial advisor with Mass Mutual Investors Services in New York, NY, holding the ChFC® and Series 63 designations and bringing nine years of industry experience. He has been with Mass Mutual Investors Services since 2016 and also maintains roles with MassMutual and Lenox Advisors, Inc. Additionally, he works as an insurance agent specializing in life and health insurance through Lenox Advisors, Inc. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, software-supported planning engagements and various investment and educational programs.
Brian B
Series 66
New York, NY
Mass Mutual Investors Services
Brian Bulger is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and four years of industry experience. He has worked at MML Investors Services, LLC since 2020 and has been affiliated with Lenox Advisors, Inc. and Mass Mutual Life Insurance Company since 2017. In addition to his advisory role, he serves as a Relationship Manager specializing in insurance products such as 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 financial planning, asset management, and educational seminars with an emphasis on collaborative, goal-based planning.
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