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Anthony B

Series 66

Newtown Square, PA

Mass Mutual Investors Services

Anthony Basciano is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2022. Prior to his current role, he was involved with All Star Sports Academy and ABJ Construction. 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 provides financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Karen N

Series 63

Newtown Square, PA

Mass Mutual Investors Services

Karen Nagle is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 36 years of industry experience. She previously worked at Metlife Securities Inc. from 1998 to 2017 before joining Mass Mutual Investors Services in 2017. 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, wrap programs, and educational seminars with a focus on collaborative, annual planning relationships.

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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Salvatore K

Series 66

Newtown Square, PA

Mass Mutual Investors Services

Salvatore Kaufman is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and less than one year of industry experience. His prior experience includes three years at JR Capital and several years in educational roles at Arizona State University and Strath Haven schools. 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 collaborative annual financial planning engagements using firm-approved analytical tools and offers specialized programs including estate settlement and employer-sponsored planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Peter K

Series 66

Newtown Square, PA

Mass Mutual Investors Services

Peter Klein is a financial advisor with MassMutual Investors Services in Newtown Square, PA. He holds a Series 66 designation and has five years of industry experience. His prior work includes positions at MASSMUTUAL Life Insurance Co/Creative Financial Group and Herman Goldner Company. Klein is also the owner of Klein Consulting, LLC, a pass-through entity for commissions. MassMutual Investors Services, LLC 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 provides planning engagements through collaborative, annual relationships and uses firm-approved analytical tools to develop recommendations tailored to client goals.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Anthony S

Series 66

Newtown Square, PA

Mass Mutual Investors Services

Anthony Scarpino is a financial advisor at MassMutual Investors Services with Series 66 credentials and one year of industry experience. His prior roles include positions at American Settlement Funding and DRB Capital. 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, charitable organizations, and employers. The firm employs collaborative, goal-based planning using firm-approved analytical tools and offers specialized programs including divorce planning 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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William G

Series 63, Series 65

Newtown Square, PA

Mass Mutual Investors Services

William Gruehn is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA. He holds Series 63 and Series 65 licenses and has nine years of industry experience, all with Mass Mutual and its subsidiary. Outside of his advisory role, he is also licensed as an insurance agent specializing in individual and group life 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 utilizes collaborative, software-assisted planning tools to deliver written recommendations across various investment categories and offers specialized planning services such as divorce and estate settlement.

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 V

Series 63, Series 65

Newtown Square, PA

Mass Mutual Investors Services

James Veit is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Veit also works as an insurance agent and owns JRV Financial, LLC, an entity for pass-through compensation. 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, asset management, and educational seminars, employing firm-approved software tools and structured annual 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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Keith L

Series 66

Newtown Square, PA

Mass Mutual Investors Services

Keith Lecky is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He began his advisory career in 2025 after prior experience in education and retail, including roles at Giant Food Store and several schools. 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 planning engagements using firm-approved tools and also provides specialized services such as divorce planning and employer-sponsored programs.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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James C

ChFC®, Series 63

Newtown Square, PA

Mass Mutual Investors Services

James Cleary is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and a Series 63 license. He has 43 years of industry experience, including prior roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of his advisory work, Cleary acts as an agent in non-registered insurance brokerage and life settlements, and serves as a trustee for multiple family trusts. 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 uses detailed client data and proprietary software to develop written financial plans, offering a range of event-driven planning services and educational programs.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Benjamin Y

ChFC®, Series 66

Newtown Square, PA

Mass Mutual Investors Services

Benjamin Yeager is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 66 license. He has 16 years of industry experience, including roles at Mass Mutual Investors Services since 2017 and MassMutual Life Insurance Co since 2016. Outside of his advisory work, he operates a financial services LLC that brokers insurance products and manages assets. 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 provides financial planning, asset management, wrap programs, 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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Eric D

Series 66

Newtown Square, PA

Mass Mutual Investors Services

Eric Donohue is a financial advisor with Mass Mutual Investors Services, holding a Series 66 credential and seven years of industry experience. He has been with Mass Mutual Investors Services and Mass Mutual Life Insurance Co since 2019. Outside of his advisory role, he is also licensed as a life insurance agent. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized services such as divorce planning, estate settlement, and employer-sponsored planning programs.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Jacob B

Series 66

Newtown Square, PA

Mass Mutual Investors Services

Jacob Baumann is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and previously worked at New York Life Insurance Company and NYLIFE Securities LLC. Outside of advising, he is involved with XGolf, an indoor golf entertainment business. 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 ongoing collaborative planning relationships to deliver written recommendations focused on investment categories and strategies.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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John P

Series 63

Newtown Square, PA

Mass Mutual Investors Services

John Presta Jr. is a financial advisor with Mass Mutual Investors Services who holds a Series 63 credential and has 31 years of industry experience. He has been with Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services since 2016. In addition to his advisory role, Presta is an insurance agent and owns an LLC that provides financial advisory services. MML Investors Services, LLC operates as a subsidiary of MassMutual and offers ongoing financial planning to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software to analyze client goals and delivers written recommendations, focusing on investment categories and strategies without discretionary 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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Gerald G

Series 66

Newtown Square, PA

Mass Mutual Investors Services

Gerald Gray is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and one year of industry experience. His background includes roles at MassMutual Life Insurance Co and MML Investors Services, LLC, as well as prior work in education at Penn State and Council Rock High School North. 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, with a focus on annual, collaborative planning engagements using firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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David G

Series 66

Newtown Square, PA

Mass Mutual Investors Services

David Grabowski Jr. is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He began his financial services career in 2025 after graduating from James Madison University and has worked at both Mass Mutual Investors Services and MassMutual Life Insurance Company. Prior to entering the industry, he held various roles including positions at Scotto Pizza Cafe, Lenape, and Harrington. Mass Mutual Investors Services 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 uses proprietary planning tools and provides tailored recommendations as part of ongoing client relationships.

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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Mason A

Series 66

Newtown Square, PA

Mass Mutual Investors Services

Mason Abate is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and five years of industry experience. He has worked at MML Investors Services, LLC and MassMutual Life Insurance since 2020. Outside of his advisory role, he is a part-time baseball instructor at All Star Baseball Academy, where he works with youth on skill development. 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 ongoing financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Albert C

CFP®, ChFC®, Series 63

Newtown Square, PA

Mass Mutual Investors Services

Albert Corrato is a CFP®, ChFC®, and Series 63 registered financial advisor with MassMutual Investors Services, where he has worked since 2017. He has 26 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Co. He serves as a board member of Hillcrest Memorial Park, a nonprofit cemetery association, and holds a director and treasurer position on the board of the Better Business Bureau for Eastern Pennsylvania and Washington, DC. 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 and money-manager services along with educational seminars.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Steven K

Series 63, Series 66

Newtown Square, PA

Mass Mutual Investors Services

Steven Kaplan is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities Inc. from 2015 to 2017. Kaplan is also involved in consulting through Mindshift Consulting 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 technology-driven analysis tools as part of collaborative annual 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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Edward K

Series 63

Newtown Square, PA

Mass Mutual Investors Services

Edward Kerschner is a financial advisor at Mass Mutual Investors Services with 43 years of industry experience. He holds the Series 63 designation and has worked at MassMutual Life Insurance Company since 2016 and MetLife Securities Inc. from 2015 to 2017. His other business activities include serving as an agent for individual life, long-term care insurance, disability, and life settlements/viaticals. 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 structured, collaborative financial planning engagements using firm-approved software tools and delivers written recommendations without discretionary 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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Brynne K

CFP®, Series 63, Series 65

Newtown Square, PA

Mass Mutual Investors Services

Brynne Kuberski Garris is a CFP®-certified financial advisor with four years of industry experience. She is currently with MassMutual Investors Services and has previously worked at Raymond James & Company, Financial Engines Advisors L.L.C., BCR Wealth Strategies, and Morgan Stanley. MassMutual Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures its financial planning as annual, collaborative engagements using firm-approved tools to analyze goals and deliver written recommendations.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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