Aaron Diaz is a CFP® professional with seven years of experience in financial advisory roles. He is currently with MassMutual Investors Services and MassMutual Life Insurance Company. Prior to that, he worked at EP Wealth Advisors, Lincoln Financial Advisors, Farther Finance Advisors, Bank of America, Merrill, and Wells Fargo. In addition to his advisory work, he is involved in insurance brokerage, focusing on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and various educational programs. The firm structures planning engagements as annual, collaborative relationships using firm-approved analytical tools and offers a range of event-driven and specialized planning services.

Chase Skistimas is a financial advisor with Mass Mutual Investors Services in Newport Beach, CA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with Mass Mutual and Mutual of Omaha in various capacities since 2012. Outside of advisory work, he is a member of C & M Aesthetics, LLC, where he oversees management processes and consults on business decisions. 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, wrap and money-manager programs, and educational seminars.

Ethan Barnes is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and one year of industry experience. He has been with Mass Mutual and its affiliated companies since 2023. Outside of his advisory role, he is also licensed as an insurance agent specializing in 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 comprehensive financial planning, asset management, and educational programs using firm-approved software and collaborative annual planning relationships.

Kevin Dykes is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He holds Series 66, Series 63, and Series 65 licenses and has been with Mass Mutual Investors Services since 2016. In addition to his advisory role, he is the owner and president of Magellan Capital Inc, a company focused on life and health group insurance, and provides consulting services to other financial professionals. 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, goal-based planning and a range of investment programs.

Rita Yeh is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes roles at MassMutual Life Insurance Company and Metlife Securities Inc. She is also an independent insurance agent licensed to sell life, accident, 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, structuring planning engagements as annual collaborative relationships using firm-approved analytical tools.

Joseph Christian is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds the Series 66 designation and has been affiliated with MassMutual and its subsidiaries since 2016. Outside of his advisory role, he is involved in the sale of individual and group life and health insurance. 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 ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, annual financial planning engagements.

Enrique Santos is a financial advisor with Mass Mutual Investors Services in Newport Beach, CA. He holds a Series 66 designation and has been in the industry since 2025, with prior experience in various roles including at Able Plumbing, Magnolia Foods LLC, and educational institutions. 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, utilizing firm-approved tools to deliver written recommendations within annual collaborative client relationships.

Robert Conlisk is a financial advisor with Mass Mutual Investors Services in Newport Beach, CA, holding a Series 66 designation and 26 years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 2001. In addition to his advisory role, he is also licensed as a life and health insurance agent. 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, providing collaborative, goal-based planning without investment discretion.

Alicia Mckie is a financial advisor with Mass Mutual Investors Services in Newport Beach, CA, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has worked at MML Investors Services LLC and MassMutual Life Insurance Company since 2013. Outside of her advisory role, she serves as an employee and director of wealth management at The Hermann Financial Group Inc. and is a board member and trustee for the Westerly School of Long Beach. MassMutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, estates, charities, and employers, utilizing firm-approved tools and delivering written recommendations through annual collaborative engagements.

Mariah Whalen is a financial advisor with MassMutual Investors Services and holds the Series 66 designation. She has experience working with MassMutual Life Insurance Company and MML Investors Services, LLC since 2026, as well as prior roles at California Polytechnic State University and as a self-employed professional. In addition, she has been involved with Peak Catalysts LLC since 2023. 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 provides financial planning, asset management, and educational seminars, using firm-approved analytical tools and offering a range of event-driven planning services.

Jeffrey Bush is a financial advisor with Mass Mutual Investors Services in Newport Beach, CA, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Company since 2012. Outside of advising, he is involved in insurance sales through a separate business. 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, providing strategies tailored to clients’ goals without exercising investment discretion.

John Dewey is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 credentials. He has 15 years of industry experience and has worked at firms including Veridien Capital Partners, Foreside Fund Services, and MassMutual Life Insurance Company. Outside of his advisory role, he serves as an advisor for the Neighborhood Youth Association, an after-school program for underserved teens. Mass Mutual Investors Services 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 focuses on collaborative, annual financial planning engagements and provides a range of educational seminars and specialized planning programs.

Brooke Bastiaans is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Pure Financial Advisors, Bank of America, Merrill, and New York Life. 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, charitable organizations, and employers. The firm structures planning engagements as annual collaborative relationships using firm-approved software to analyze client goals and deliver written recommendations.

Ira Hermann is a financial advisor with MassMutual Investors Services in Laguna Niguel, CA, holding ChFC® and Series 63 credentials and bringing 39 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Company since 2013. Outside of his advisory role, he is involved in various entrepreneurial activities, including investing in real estate ventures and providing capital to a pizza restaurant. MML 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 structured, collaborative financial planning engagements using firm-approved analytical tools and supports implementation through brokerage and insurance arrangements.

Andrew Hyun is a financial advisor with MassMutual Investors Services in Newport Beach, CA, holding Series 63 and Series 65 designations and 13 years of industry experience. He has worked with MML Investors Services LLC since 2013 and MassMutual Life Insurance Company since 2012. Outside of his advisory role, he is also licensed as an agent for individual 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, emphasizing collaborative, goal-based planning without investment discretion.

David Connelly is a CFP® with 20 years of industry experience, currently affiliated with MassMutual Investors Services. He has worked at MML Investors Services since 2016 and with MassMutual since 2015. Outside of his advisory role, he serves as Secretary for the Northpark Homeowners Association. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Hank Wang is a financial advisor at MassMutual Investors Services with 30 years of industry experience. He holds the Series 63 and Series 66 licenses. Prior to joining MassMutual in 2017, he worked at Ameriprise Financial Services and operated his own CPA practice for over three decades. He holds an active tax preparation license but is retired from practice. MassMutual 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 detailed client information and firm-approved software to develop written recommendations.

David Bennett is a CFP® professional with 38 years of industry experience, currently affiliated with Mass Mutual Investors Services in Newport Beach, CA. He has been associated with Mass Mutual Life Insurance and MML Investors Services, Inc. since 1996 and has worked at Total Financial Concepts since 1998. Outside of his advisory role, he is involved in life and health insurance sales. Mass Mutual Investors Services, LLC operates as 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, structuring planning engagements as annual collaborative processes utilizing firm-approved analytical tools.

Christopher Smith is a financial advisor with Mass Mutual Investors Services in Newport Beach, CA, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has previously worked at Park Avenue Securities and Guardian Life Insurance Company. In addition to his advisory role, he is also an insurance agent specializing in life, health, disability income, long-term care, 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 and asset management services through collaborative, annual engagements that use firm-approved analytical tools to develop tailored investment strategies.

Robert Schraeder Jr. is a financial advisor with Mass Mutual Investors Services in Newport Beach, CA, holding a Series 66 designation and four years of industry experience. He has worked at MML Investors Services LLC since 2021 and at MassMutual Life Insurance Company since 2017. Prior to his financial services career, he was employed at Shimmick Construction from 2012 to 2017. Outside of his advisory role, Schraeder is involved in selling life and health insurance and manages rental properties through Schraeder Properties LLC. Mass Mutual 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 investment management services using detailed client data and firm-approved software tools.

Robert Blauer is a financial advisor with Mass Mutual Investors Services in Newport Beach, CA, holding a Series 66 designation and 16 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Company since 2014. Outside of his advisory role, he owns Blauer Financial Inc., an LLC used for pass-through compensation. 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 financial planning, asset management, and educational programs, structuring client engagements as annual, collaborative relationships.

Nathaniel Choo is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds a Series 66 designation and has worked at MassMutual Life Insurance Company and MML Investors Services, LLC since 2021. Outside of his advisory role, he is involved in insurance brokerage, specializing in 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 annual, collaborative financial planning engagements using approved software tools and delivers written recommendations focused on investment categories and strategies.

Joseph Brezden is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 66 license, and has 39 years of industry experience. He previously worked at Osaic FA, INC for 24 years and has held roles at MML Investors Services LLC and MassMutual Life Insurance Company since 2024. Brezden is also an insurance broker involved in life, disability, long-term care, fixed annuities, and health insurance sales. 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, employing firm-approved software and collaborative annual planning processes.

Sal Sanchez is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at MetLife from 2006 to 2017. Outside of his advisory role, he is also engaged as an insurance broker specializing in 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 provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and deliver written recommendations.

Jeremiah Goldenetz II is a Series 66-registered financial advisor with Mass Mutual Investors Services, where he has worked since 2020. He has six years of industry experience and has also been involved with MassMutual Life Insurance Company since 2018. Outside of his advisory role, he is engaged in sales related to 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, utilizing firm-approved tools to deliver collaborative, goal-based financial recommendations.

Chihjung Lu is a financial advisor at MassMutual Investors Services with 32 years of industry experience. He holds the Series 63 and Series 66 licenses and has been associated with MassMutual and its affiliates since 2016. Outside of his advisory role, Lu is also an insurance agent specializing in health and group health insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides comprehensive financial planning and asset management services, employing firm-approved analytical tools and offering specialized planning programs such as divorce and estate settlement planning.

Philip Roberts is a CFP® and ChFC® credentialed financial advisor with 13 years of experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2011. Outside of his advisory work, Roberts is a drum instructor. 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 offers asset management, wrap and money-manager programs, and educational seminars.

Chris Sousounis is a financial advisor with Mass Mutual Investors Services in Newport Beach, CA, holding Series 63 and Series 65 credentials and possessing 31 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has also worked with Massachusetts Mutual Life Insurance Company since 2016. In addition to his advisory role, he works as an insurance broker, focusing on life, disability, long-term care, fixed annuities, and health insurance. Mass Mutual Investors Services, a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning engagements using firm-approved analytical tools and provides a range of investment and insurance solutions.

Michael Di Rocco is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He previously worked at Beacon Pointe Advisors before joining MassMutual in 2019. In addition to his advisory role, he operates as an independent insurance agent, focusing on the sale of individual and group non-variable medical insurance products. MassMutual 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, emphasizing collaborative annual planning and a range of investment and insurance solutions.

Peter Roberts is a ChFC® credentialed financial advisor with Mass Mutual Investors Services, based in Newport Beach, CA, and has 43 years of industry experience. He has worked with MML Investors Services, Inc. since 1986 and with Massachusetts Mutual Life Insurance Company since 1979. Outside of his financial advisory role, Roberts is active in his community as an elder and Sunday school teacher at Grace Church, where he also mentors young men. Additionally, he is involved in the arts as an owner of a watercolor painting business and serves as membership chair on the board of Watercolor West. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual 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 focused on recommending investment strategies, alongside specialized programs including divorce planning and estate-settlement services.

Michael Mcknight is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Guardian and Park Ave Securities. Outside his advisory role, he is an independent insurance agent and consults with transportation companies on setup and design, and he owns American Alturas Inc. 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-based planning engagements.

Salina Lo is a financial advisor at Mass Mutual Investors Services with over 32 years of industry experience. She holds the ChFC® designation and Series 63 license. Prior to joining Mass Mutual Investors Services in 2017, she worked at Metlife Securities Inc. for 23 years. Outside of her advisory role, she is an independent health insurance agent specializing in non-variable medical 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 financial planning, asset management, and educational seminars, focusing on a collaborative and structured approach to meeting client goals.

Li Zhu is a financial advisor with Mass Mutual Investors Services in Newport Beach, CA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has also worked with Massachusetts Mutual Life Insurance Company since 2016. MML 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 offers ongoing, collaborative financial planning engagements supported by firm-approved analytical tools and a range of investment and event-driven planning programs.

Christopher Bieler is a CFP® professional with 10 years of experience, currently with Mass Mutual Investors Services. He has worked at Mass Mutual Life Insurance Company during the same period. Bieler serves on the Investment Advisory sub-committee of the Orange County Bar Association, where he assists in designing and updating the Investment Policy Statement. 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 provides educational seminars and specialized planning programs.

Darren Chappell is a CFA® charterholder based in Newport Beach, CA, with two years of experience in the financial industry. He currently works at Mass Mutual Investors Services, where he has been since 2025, following prior roles at Provenio Capital Management, No.9 Partners Ltd., and Moore Capital Management. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning with access to diverse investment programs.

Zanna Slaveniece Priede is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and 10 years of industry experience. She has worked with MassMutual and its affiliated entities since 2014. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, with financial planning structured as annual, collaborative engagements using firm-approved tools to develop recommendations.

Kaitlyn Dell is a financial advisor with Mass Mutual Investors Services, holding CFP® and Series 66 designations and bringing eight years of industry experience. She has been with MML Investors Services since 2017 and also associated with Capstone Partners Financial and Insurance Services since 2016. In addition to her advisory role, she works as an insurance agent presenting and servicing life, disability, long-term care, fixed annuities, and health insurance products. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of programs including wrap and money-manager products, educational seminars, and specialized planning such as divorce and estate-settlement services.

Nathan Buchan is a financial advisor with Mass Mutual Investors Services in Newport Beach, CA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Mass Mutual, he held roles at Thrivent Investment Management Inc. and 180 Wealth Advisors and was a full-time student for 11 years. 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 deliver written recommendations in collaborative annual engagements.

James Keane is a financial advisor with Mass Mutual Investors Services in Newport Beach, CA, holding the ChFC® designation and Series 66 license. He has 22 years of industry experience, including roles at MML Investors Services and Mass Mutual Life Insurance Company since 2015. In addition to his advisory work, he serves as a trustee of an irrevocable life insurance trust (ILIT) benefiting the grantor’s children. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, and charitable organizations. The firm structures planning engagements as annual collaborations using firm-approved software to analyze goals and deliver written recommendations.

Luke Achay is a financial advisor with MassMutual Investors Services in Newport Beach, CA, holding CFP® and Series 66 credentials and having 19 years of industry experience. He has worked with MassMutual and its affiliates since 2016 and previously spent 11 years at MetLife Securities, Inc. Outside of his advisory role, he is a property and casualty insurance solicitor with Acrisure, LLC. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations.

Michael Brezden is a financial advisor with Mass Mutual Investors Services in Newport Beach, CA, holding a Series 66 designation and bringing 13 years of industry experience. He previously worked at Osaic FA Inc from 2011 to 2024 before joining MassMutual's affiliated firms in 2024. Outside of his advisory role, he owns a video creation company focused on health content. Mass Mutual 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 planning engagements using firm-approved tools and provides various event-driven planning programs alongside educational seminars.

Paul Salerno is a financial advisor with MassMutual Investors Services who holds a Series 66 designation and has 23 years of industry experience. He has worked at MassMutual Investors Services and MassMutual Life Insurance Co since 2017, following prior roles at Beacon Pointe Wealth Advisors and its affiliated entities. Outside of his advisory work, Salerno is involved as an owner and author with Underdog Publishing Group LLC and serves on the foundation trust board of Mount of Olives Church. 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 comprehensive financial planning, asset management, and educational programs tailored to a range of client needs.

Blake Materewicz is a financial advisor with MassMutual Investors Services in Newport Beach, CA, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Company since 2012. He is also an agent involved in individual and group life and health insurance outside of his advisory role. 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, utilizing firm-approved tools to deliver written recommendations without investment discretion.

Julia Patterson is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and four years of industry experience. Prior to joining MassMutual in 2021, she worked at E&J Gallo Wine Company and The University of Arizona. She is also licensed to sell life and health insurance products, including fixed annuities and long-term care 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 goal-based planning and event-driven services such as divorce and estate settlement.

Dennis Hou is a financial advisor with Mass Mutual Investors Services in Newport Beach, CA, holding Series 63 and Series 66 licenses and having 15 years of industry experience. Prior to joining Mass Mutual in 2017, he worked at HSBC Bank USA from 2013 to 2017. He is also the owner and insurance broker for Integrigent Financial Solutions, providing life, disability, long-term care, fixed, and health insurance services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, and charitable organizations. The firm provides event-driven and ongoing planning services using firm-approved tools and educational seminars.

James Burmane is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at New York Life Insurance Co and Eagle Strategies. Outside of his advisory role, Burmane is also engaged 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 serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive financial planning and asset management services, utilizing firm-approved software for goal analysis and collaboration.

Keefe Pantayatiwong is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and less than one year of industry experience. His prior work includes roles at MassMutual Life Insurance Co and Candlewood Country Club. 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, goal-based planning supported by firm-approved software and educational seminars.