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Brendan M
Series 63, Series 66
New York, NY
Mass Mutual Investors Services
Brendan Mc Donald is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 63 and Series 66 licenses and bringing nine years of industry experience. His prior roles include positions at New York Life Insurance Company and NYLIFE Securities, LLC. In addition to his advisory work, he is also an insurance broker selling fixed insurance products such as life insurance, fixed annuities, disability, and long-term care. 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, asset management, and educational seminars, offering event‑driven planning services including divorce and estate‑settlement planning.
Aiden H
Series 66
New York, NY
Mass Mutual Investors Services
Aiden Horn is a financial advisor with Mass Mutual Investors Services in New York, NY. He holds a Series 66 designation and has been with Mass Mutual Investors Services since 2024, with prior experience at Barnum Financial Group. Before entering financial services, he worked in educational roles, including positions at Boston University and the Calhoun 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 financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.
Ilyas A
CFP®, Series 66
New York, NY
Mass Mutual Investors Services
Ilyas Akbar is a CFP® professional with 23 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. His prior experience includes roles at Mass Mutual Life Insurance Company and Metlife Securities. Outside of his advisory work, he has worked as a personal DJ and holds an inactive CPA status. 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 using firm-approved analytical tools, offering a range of programs including educational seminars and event-driven planning services.
Ryan Y
CFP®, Series 66
New York, NY
Mass Mutual Investors Services
Ryan Young is a CFP® certificant with three years of experience in financial advising. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2020. Prior to his advisory career, he held roles at San Diego State University and in the construction materials industry. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented financial planning using firm-approved analytical tools.
Martin F
CFP®, Series 66
New York, NY
Mass Mutual Investors Services
Martin Ferraro is a CFP® professional with eight years of experience, currently affiliated with MassMutual Investors Services in New York, NY. He has worked with MassMutual Life Insurance Co. and MML Investors Services, LLC since 2018 and has experience outside the financial sector, including ownership of Ole Dog Tavern since 2018. Additionally, he works as an independent insurance agent selling fixed insurance products through non-MassMutual carriers. 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, focusing on collaborative planning relationships and providing event-driven planning services, including recently added standalone offerings like Divorce Planning.
Henry P
Series 65, Series 66
New York, NY
Mass Mutual Investors Services
Henry Plyler is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 65 and Series 66 designations and bringing 18 years of industry experience. Prior to joining Mass Mutual in 2017, he worked at Bank of America and Merrill. He also has an outside insurance sales role focused on life, health, disability, long-term care insurance, and fixed annuities. 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, asset management, and educational seminars, with an emphasis on collaborative, goal-driven strategies tailored through firm-approved analysis tools.
Edward P
Series 63, Series 65
New York, NY
Mass Mutual Investors Services
Edward Pelletier is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. His prior work includes roles at Metlife Securities and MassMutual Life Insurance Co. In addition to his advisory work, Pelletier maintains an insurance agency business specializing in life, health, fixed annuities, long-term care, and disability products. MassMutual Investors Services provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering asset management, wrap and money-manager programs, as well as educational seminars.
Anthony L
Series 66
New York, NY
Mass Mutual Investors Services
Anthony Liggio is a financial advisor at Mass Mutual Investors Services in New York, NY, holding a Series 66 designation. He has been with MassMutual Life Insurance Co since 2024 and with MML Investors Services, LLC since 2025. His prior experience includes roles at Plumber.ai and The College of New Jersey. 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, wrap and money-manager programs, and educational seminars.
Raheel H
CFP®, Series 63, Series 66
New York, NY
Mass Mutual Investors Services
Raheel Hussain is a CFP® professional with 19 years of experience in financial services. He is currently with MML Investors Services, LLC, a subsidiary of MassMutual, and has held prior roles at Equitable Advisors, Wells Fargo Clearing, and J.P. Morgan. Outside of his advisory work, Hussain owns a business selling home merchandise. MML 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 a focus on collaborative, goal-based planning and a range of event-driven services.
Jason L
Series 66
New York, NY
Mass Mutual Investors Services
Jason Lowey is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has worked at several financial firms including LPL Financial and Lincoln Financial Securities Corporation. 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 engagements utilizing firm-approved software and educational seminars.
Timothy R
CFP®, Series 63
New York, NY
Mass Mutual Investors Services
Timothy Rickard is a CFP®-designated financial advisor with 12 years of industry experience. He is currently with MassMutual Investors Services and has prior experience at Northwestern Mutual, where he worked for seven years. Outside of his advisement role, he is also an insurance agent specializing in life, disability, long-term care, 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 provides ongoing financial planning using firm-approved software and offers asset management, wrap and money-manager programs, as well as educational seminars.
Daniel L
Series 66
New York, NY
Mass Mutual Investors Services
Daniel Luntz is a Series 66-credentialed financial advisor at Mass Mutual Investors Services with two years of industry experience. He has worked at MassMutual Life Insurance Co and Mass Mutual Investors Services since 2023 and was previously employed at Kimball from 2015 to 2020. 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 using firm-approved tools and structured, collaborative client relationships.
Dmitriy Y
CFP®, Series 66
New York, NY
Mass Mutual Investors Services
Dmitriy Yankelevich is a financial advisor with Mass Mutual Investors Services in New York, NY, holding CFP® and Series 66 designations and bringing 20 years of industry experience. He previously worked at AXA Advisors, LLC for 14 years before joining Mass Mutual and its affiliated entities in 2019. Outside of his advisory role, he operates as an independent insurance agent 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 serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements that recommend investment categories and strategies rather than specific products.
Samantha C
Series 63, Series 65
New York, NY
Mass Mutual Investors Services
Samantha Coulombe is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 63 and Series 65 licenses and with four years of industry experience. Prior to her current role, she worked at Northwestern Mutual and in public relations at Rubenstein Public Relations and M Booth. In addition to her advisory work, she operates as an independent insurance agent specializing in life insurance, disability, long-term care, fixed annuities, health, and property and 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 provides financial planning, asset management, and educational seminars, focusing on collaborative, annual planning engagements using firm-approved analytical tools.
Ahmed B
Series 66
New York, NY
Mass Mutual Investors Services
Ahmed Boukhris is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and one year of industry experience. Prior to joining Mass Mutual, he worked at Equitable Advisors and has been involved in restaurant operations as a chef at Vinegar Hill House. 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, and charitable organizations. The firm offers collaborative, annual planning engagements and various investment programs tailored to diverse client needs.
Ryan D
Series 65, Series 63
New York, NY
Mass Mutual Investors Services
Ryan De Cicco is a financial advisor with MassMutual Investors Services holding Series 65 and Series 63 credentials and has two years of industry experience. His work history includes roles at MassMutual Life Insurance Company, MML Investors Services, NYLIFE Securities, and New York Life Insurance Company. Prior to his financial services career, he held positions with the New York Racing Association, Allied Universal, and various educational institutions. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software and collaborative planning to provide recommendations primarily on investment categories and strategies, with implementation being optional and requiring separate arrangements.
Patrick S
CFP®, Series 63, Series 65
New York, NY
Mass Mutual Investors Services
Patrick Shovlin is a CFP® professional affiliated with Mass Mutual Investors Services in New York, NY, with six years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2019 and previously held positions at Turner Construction Company and Michigan State University. Outside of his advisory role, he is an independent insurance agent involved in the sales of fixed 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, utilizing firm-approved software and collaborative planning processes.
William C
Series 66
New York, NY
Mass Mutual Investors Services
William Crum is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has previously worked at Northwestern Mutual Investment Services and MassMutual Life Insurance Co. Outside of advisory work, he is an insurance broker specializing in life, disability, long-term care, fixed annuities, and health insurance. 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 uses firm-approved software and structured planning processes to deliver written recommendations tailored to clients' goals.
Raymond W
Series 66
New York, NY
Mass Mutual Investors Services
Raymond Wong is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and is also the CEO of Centaurus Management LLC, an investment partnership focused on long-term equity holdings. Additionally, he works as an insurance broker offering life, disability, long-term care, fixed annuities, and health insurance products. Mass Mutual Investors Services 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 uses a structured, annual planning process supported by analytical software and offers various specialized planning programs including divorce, estate-settlement, and employer-sponsored planning.
Edward A
CFP®, ChFC®, Series 63, Series 65
New York, NY
Mass Mutual Investors Services
Edward Alferoff is a CFP® and ChFC® affiliated with Mass Mutual Investors Services, with 23 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at Massachusetts Mutual Life Insurance Company since 2016, following three years at Metlife Securities. Outside of his advisory role, he is involved in property and casualty insurance sales along with individual and group life, health, fixed annuities, long-term care, and disability income 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, typically recommending investment categories and strategies without exercising investment discretion.
Keith A
CFP®, ChFC®, Series 63
New York, NY
Mass Mutual Investors Services
Keith Abrosh is a financial advisor at MassMutual Investors Services with 19 years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 63 license. His career includes roles at MassMutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016. Outside of advisory work, Abrosh is involved in insurance brokerage, assisting clients with life, health, and group insurance policies. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, and charitable organizations. The firm’s planning engagements are collaborative and annual, using firm-approved tools to analyze client goals and deliver written recommendations without investment discretion.
Rosanna G
Series 63, Series 65
New York, NY
Mass Mutual Investors Services
Rosanna Guardavaccaro is a financial advisor with MassMutual Investors Services in New York, NY, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She has worked at MassMutual Life Insurance Co and MML Investors Services LLC since 2020, and previously at Guardian Life from 2015 to 2020. She is the owner of Terre Productions LLC, where she writes children’s books focused on financial literacy. 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 ongoing financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.
Sean D
Series 66
New York, NY
Mass Mutual Investors Services
Sean Dunleavy is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked at MML Investors Services LLC and MassMutual Life Insurance Co since 2024. Outside of advising, he has experience as an insurance broker involved in sales and servicing of individual 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 that serves 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 provide written recommendations.
Jason B
CFP®, Series 66
New York, NY
Mass Mutual Investors Services
Jason Bayuk is a CFP® professional with 17 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. He previously worked at Metlife Securities Inc from 2009 to 2017 and has held concurrent roles at Mass Mutual Life Insurance Company since 2016. Outside of his advisory work, he owns DIME MKTG, LLC, a consulting business focused on marketing for athletes and entertainment industry professionals. 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 emphasizes collaborative, ongoing planning engagements supported by proprietary software and offers a range of programs including wrap accounts and educational seminars.
Lucas B
Series 66
New York, NY
Mass Mutual Investors Services
Lucas Bianculli is a financial advisor with Mass Mutual Investors Services in New York, NY. He holds the Series 66 designation and has four years of industry experience, including roles at MassMutual Life Insurance Co and Barnum Financial Group. Outside of advisory work, he is an independent insurance agent specializing in life, fixed annuities, disability, long-term care, 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 offers financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented planning rather than specific product management.
Alexander S
CFA®, Series 63, Series 66
New York, NY
Mass Mutual Investors Services
Alexander Sierra is a CFA® charterholder with 10 years of experience in the financial services industry. He is currently with Mass Mutual Investors Services and has previously worked at firms including Equitable Advisors, Cohen & Steers, Brookfield Asset Management, and Prudential. 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, utilizing firm-approved software and collaborative annual planning processes.
Anthony L
Series 66
New York, NY
Mass Mutual Investors Services
Anthony Levine is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 66 designation and has previously worked at Equity Services, Inc. and National Life Group. Outside of his advisory role, Levine teaches Brazilian Jiu Jitsu and MMA as an instructor. 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 utilizing firm-approved analytical tools, with investment recommendations tailored to client goals.
Sandra S
Series 63, Series 66
New York, NY
Mass Mutual Investors Services
Sandra Scanni is a financial advisor at MassMutual Investors Services with 17 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked with Nylife Securities LLC and New York Life Insurance Company. Outside of her advisory role, she is CEO and COO of Sandymar LLC, a retail sales business that occasionally features on home shopping networks, and serves as Chief Commercial Officer of CleanBoss, managing its sales team. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, and organizations. The firm offers a collaborative planning process that incorporates advanced analytical tools and a range of specialized planning programs.
Bryan R
CFP®, ChFC®, Series 63, Series 65
New York, NY
Mass Mutual Investors Services
Bryan Rosen is a financial advisor with MassMutual Investors Services in New York, NY, holding the CFP® and ChFC® designations and possessing 20 years of industry experience. His prior work includes 12 years at MetLife Securities Inc. and Metropolitan Life Insurance Company. Outside of his advisory role, he is also licensed as an insurance broker specializing in group life, health, fixed life, disability insurance, and annuities. MassMutual 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 seminars, structuring engagements as annual, collaborative relationships that produce written recommendations utilizing firm-approved analytical tools.
Daniel D
Series 66
New York, NY
Mass Mutual Investors Services
Daniel De Sena is a financial advisor with Mass Mutual Investors Services in New York, NY, holding a Series 66 designation and four years of industry experience. He previously worked at Salty Dog and has experience in insurance sales and services, including individual life, disability, long-term care, fixed annuities, 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 offers financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements with client-specific analysis and recommendations.
Kalyna C
Series 63, Series 65
New York, NY
Mass Mutual Investors Services
Kalyna Carroll is a financial advisor with Mass Mutual Investors Services in New York, NY, holding Series 63 and Series 65 licenses and one year of industry experience. She has worked at MML Investment Services, LLC and MassMutual Life Insurance Company since 2024. Carroll also engages in outside insurance sales, focusing on 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 using firm-approved tools and delivers written recommendations, with optional implementation through separate brokerage or insurance arrangements.
Andrei C
Series 63
New York, NY
Mass Mutual Investors Services
Andrei Catrinici 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 previously worked at NYLife Securities and New York Life insurance before joining Mass Mutual in 2018. Outside of his advisory role, he manages a residential rental property. 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, providing collaborative, annual planning engagements using firm-approved analytical tools.
Burak A
CFP®, Series 66
New York, NY
Mass Mutual Investors Services
Burak Alpaslan is a CFP® with 21 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. His prior roles include positions at MassMutual Life Insurance Company and Metlife Securities. He is a managing partner at Vital Planning Group LLC, an outside insurance sales business focused on life and health insurance products. 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, and charitable organizations. The firm offers structured, collaborative planning engagements using firm-approved software and delivers comprehensive recommendations without investment discretion.
Julia P
Series 66
New York, NY
Mass Mutual Investors Services
Julia Perry is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has one year of industry experience, currently working at MML Investors Services LLC since 2025 and MassMutual Life Insurance Co since 2024. Outside of advisory work, she is involved in insurance sales, focusing on individual life, disability income, 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, employing firm-approved tools to develop written recommendations and event-driven planning services.
David M
Series 66
New York, NY
Mass Mutual Investors Services
David Moss is a financial advisor with Mass Mutual Investors Services in New York, NY, holding a Series 66 designation and 13 years of industry experience. He previously worked at MetLife Securities Inc before joining Mass Mutual and is also licensed as an insurance broker, selling various insurance products including life, health, and disability 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 ongoing financial planning, asset management, and educational seminars, using detailed client data and firm-approved analytical tools to develop written recommendations.
Alexander T
Series 66
New York, NY
Mass Mutual Investors Services
Alexander Tomei Jr is a financial advisor with Mass Mutual Investors Services in New York, NY, holding a Series 66 designation and 27 years of industry experience. His career includes roles at Metlife Securities and MassMutual Life Insurance Co. He is also licensed to sell life insurance, fixed annuities, disability, long-term care, and health insurance. 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, with financial planning engagements structured as annual, collaborative relationships.
James R
Series 66
New York, NY
Mass Mutual Investors Services
James Rea is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been in the industry since 2024, with prior experience at Equitable Advisors and Nomura Securities International. Outside of finance, he has been involved with Donovan's Reef since 2022 and has worked in education at Wagner College and Brick High School. 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 emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools.
Liam M
Series 63, Series 65
New York, NY
Mass Mutual Investors Services
Liam Mcgann is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 16 years of industry experience. His previous roles include positions at JP Morgan Chase Bank and JP Morgan Securities LLC. He is also an independent insurance agent licensed to sell life, fixed annuities, disability, long-term care, 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 a focus on collaborative, annual planning relationships using firm-approved software to analyze clients’ goals.
Erik L
Series 66
New York, NY
Mass Mutual Investors Services
Erik Lora is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience and has worked at MassMutual Life Insurance Co and Cintas. 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 a range of programs including wrap accounts and educational seminars, focusing on collaborative, annual planning relationships.
Austin S
Series 66
New York, NY
Mass Mutual Investors Services
Austin Sarmiento is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. Prior to joining Mass Mutual in 2024, he was involved with LowKeyStonks LLC for four years. Outside of his advisory role, he works as a pharmacy technician at Hackensack Meridian Health Palisades Medical Center. 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, and charitable organizations. The firm’s approach includes collaborative financial planning using firm-approved software and offers specialized programs such as divorce planning and estate-settlement services.
Julia T
Series 66
New York, NY
Mass Mutual Investors Services
Julia Tomei Schaefer is a financial advisor at Mass Mutual Investors Services with 13 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services for 12 years before joining MassMutual Life Insurance Co and Mass Mutual Investors Services in 2025. Outside of her advisory role, she is also licensed as an insurance broker, offering life, disability, long-term care, fixed annuities, and health insurance products. 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 financial planning, asset management, and educational seminars, focusing on collaborative planning relationships and offering a range of event-driven planning services.
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