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Michael S

Series 66

New York, NY

Mass Mutual Investors Services

Michael Schwed is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. He has held various roles including consulting through his own firm, Michael Schwed LLC, which provides consulting services and outside property and casualty insurance sales. His prior experience includes positions at AutoComplete, Aktibo, Inc. dba Sproutt, Policygenius, and Consumers United, Inc. dba Goji. 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 programs, utilizing firm-approved tools to deliver detailed, collaborative 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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Marco M

Series 63, Series 65

New York, NY

Mass Mutual Investors Services

Marco Mizrahi is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and three years of industry experience. His career includes roles at MassMutual Life Insurance Company and educational positions at Cornell University and Baruch College Macaulay Honors Program. 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’s approach includes annual planning relationships using firm-approved software and event-driven planning programs such as 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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Patrick B

Series 63, Series 66

New York, NY

Mass Mutual Investors Services

Patrick Byrnes is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at LPL Enterprise, The Prudential Insurance Company of America, and Equitable Advisors. He is based in New York, NY. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, annual 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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Brian W

Series 63, Series 65

New York, NY

Mass Mutual Investors Services

Brian White is a financial advisor with MassMutual Investors Services in New York, NY, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with MML Investor Services Inc. and MassMutual Life Insurance Company since 2009. Outside of his advisory role, he owns and manages a residential rental property. 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 planning engagements structured as annual, collaborative relationships that emphasize broad investment 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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Joseph D

Series 63, Series 65, Series 66

New York, NY

Mass Mutual Investors Services

Joseph Dolan is a financial advisor at Mass Mutual Investors Services with 27 years of industry experience. He holds Series 63, 65, and 66 credentials. Prior to joining Mass Mutual Investors Services in 2024, he worked five years at Stifel Nicholaus & Co. Inc. and spent five years with Kasina, LLC. 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 software and collaborative approaches to develop 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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Olanrewaju O

Series 63

New York, NY

Mass Mutual Investors Services

Olanrewaju Oladipo is a financial advisor with Mass Mutual Investors Services in New York, NY, holding a Series 63 designation and having eight years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has been affiliated with MassMutual Life Insurance Company since 2013. 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, asset management, and educational seminars, offering collaborative, annual 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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James A

Series 66

New York, NY

Mass Mutual Investors Services

James An is a financial advisor at Mass Mutual Investors Services with Series 66 credentials and two years of industry experience. His background includes roles at MassMutual Life Insurance Company and The French Workshop, as well as prior experience in consulting and education. Mass Mutual 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, and charitable organizations. The firm provides collaborative, annual financial planning engagements using firm-approved analytical tools, with optional implementation through separate brokerage or insurance arrangements.

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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Noah G

Series 66

New York, NY

Mass Mutual Investors Services

Noah Grossman is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and beginning his industry career in 2023. His prior work experience includes roles at MassMutual Life Insurance Company and Indiana University. Outside of his advisory role, he is involved in watch and jewelry sales as an independent private dealer. 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, focusing on collaborative, goal-based strategies 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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Adrian V

Series 66

New York, NY

Mass Mutual Investors Services

Adrian Voytelmgum is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 25 years of industry experience and has previously worked at firms including Equitable Advisors, Northwestern Mutual, and Aegis Capital Corp. Outside of financial services, he is a partner in Just Right Cooling, LLC, an HVAC heating and cooling business. 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 employs collaborative, software-supported planning processes and offers a range of programs including educational seminars, wrap and money-manager solutions.

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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