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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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Francis N

Series 63

Newtown Square, PA

Mass Mutual Investors Services

Francis Naselli is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 32 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metlife Securities Inc. from 2015 to 2017. Naselli has ownership in Creative Premier Agency LLC, a business focused on individual life and long-term care 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, and charitable organizations. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also delivers specialized event-driven 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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Joseph M

Series 66

Newtown Square, PA

Mass Mutual Investors Services

Joseph Montooth is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience and has previously worked at MassMutual Life Insurance Company and Creative Financial Group. Outside of finance, he has served with the Dewey Beach Patrol. 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-oriented planning using firm-approved analytical tools and provides various educational and event-driven 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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Ryan G

ChFC®, Series 66

Newtown Square, PA

Mass Mutual Investors Services

Ryan Galloway is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the ChFC® and Series 66 designations. His prior experience includes roles at MetLife Securities Inc. and MassMutual Life Insurance Co. Galloway is also an individual life and group 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, structuring planning engagements as annual, collaborative relationships 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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Matthew D

Series 66

Newtown Square, PA

Mass Mutual Investors Services

Matthew Delphais is a financial advisor with MassMutual Investors Services holding a Series 66 credential and four years of industry experience. His work history includes roles at MassMutual Life Insurance Company and Downingtown Country Club, where he currently works in the pro shop handling member services and retail sales. 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, providing collaborative, goal-based advice 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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John M

CFP®, ChFC®, Series 63

Newtown Square, PA

Mass Mutual Investors Services

John Mccullough is a financial advisor with Mass Mutual Investors Services, holding CFP® and ChFC® designations and over 30 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. 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, utilizing firm-approved software and a collaborative annual planning process.

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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Scott L

Series 63, Series 65

Newtown Square, PA

Mass Mutual Investors Services

Scott Lissansky is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He previously worked at MetLife Securities Inc. for 11 years before joining MassMutual and has also served as an independent insurance agent focusing on dental and group disability income, life, accident, health, and property and casualty insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning relationships using firm-approved analytical tools and offers specialized event-driven 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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William M

Series 66

Newtown Square, PA

Mass Mutual Investors Services

William Milligan is a financial advisor with Mass Mutual Investors Services. He holds a Series 66 designation and has been with MassMutual and its affiliated firms since 2025. Outside of his advisory role, he has been involved with the Merion Golf Club since 2021. 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 financial planning, asset management, and educational seminars using firm-approved analytical tools to support 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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Stephen M

Series 66

Newtown Square, PA

Mass Mutual Investors Services

Stephen Mc Clellan is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. His background includes roles at MassMutual Life Insurance and Iqvia, as well as earlier experience outside finance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software tools and delivers written recommendations as part of annual, 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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Brian M

CFP®, Series 63

Newtown Square, PA

Mass Mutual Investors Services

Brian McGeehan is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA, holding CFP® and Series 63 designations and bringing 27 years of industry experience. He has worked at MassMutual Life Insurance Co since 2016 and at MetLife Securities Inc. from 2015 to 2017. Outside of advising, he is also an insurance agent specializing in group health and life 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 ongoing financial planning, asset management, and educational seminars, utilizing analytical tools and structured client engagements to deliver tailored 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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Christopher M

CFP®, ChFC®, Series 63, Series 65

Newtown Square, PA

Mass Mutual Investors Services

Christopher Montich is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds the CFP® and ChFC® designations and has worked previously at Metlife Securities Co. He serves as co-trustee for a life insurance trust established for his grandchildren and is a board member of the Upper Merion Township Board of Community Assistance, where he evaluates and awards community grants. 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 uses collaborative, annual planning engagements with firm-approved software tools to analyze client goals and offers a range of programs including investment management and 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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Jeffrey G

Series 63

Newtown Square, PA

Mass Mutual Investors Services

Jeffrey Gruehn is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 38 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. He also operates an insurance brokerage focusing on individual life, health, group life, group health, disability, 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, 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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James U

Series 66

Newtown Square, PA

Mass Mutual Investors Services

James Unger is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds the Series 66 designation and has been with Mass Mutual Investors Services and MASSMUTUAL Life Insurance Company since 2017. Prior to his advisory career, he attended Pennsylvania State University from 2014 to 2018. 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 collaborative, goal-focused approaches and firm-approved software 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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H. I

Series 63, Series 66

Newtown Square, PA

Mass Mutual Investors Services

H. Ingersoll is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. Prior to joining Mass Mutual Investors Services in 2017, Ingersoll worked at MetLife Securities Inc. from 2015 to 2017 and has been associated with MassMutual Life Insurance Company since 2016. 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 emphasizes collaborative, goal-based planning supported by firm-approved analytical tools and offers a range of programs including educational seminars and event-driven planning 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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John M

Series 66

Newtown Square, PA

Mass Mutual Investors Services

John Mc Elwee Jr. is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and one year of industry experience. Prior to his current role, he worked at several firms including Jackson National Life and Pacific Life Insurance Company. Outside of finance, he owns and operates an e-commerce business that designs websites for companies lacking a digital presence. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements structured as annual collaborative relationships using firm-approved analysis 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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Benjamin S

Series 63, Series 66

Newtown Square, PA

Mass Mutual Investors Services

Benjamin Skupp is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and possessing 22 years of industry experience. He has previously worked at Metlife Securities Inc. and New England Securities. Outside of his advisory role, he owns Mindshift Financial Coaching, a financial coaching business. 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, employing collaborative, goal-focused planning supported by 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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Walter T

Series 63, Series 66

Newtown Square, PA

Mass Mutual Investors Services

Walter Timby IV is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Mass Mutual Investors Services since 2017. Prior to this, he was with Metlife Securities Inc. and New England Securities. Timby is also an independent insurance agent specializing in individual life, health, group life, and group health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm serves individuals, business owners, trusts, estates, charitable organizations, and employers, providing financial planning, asset management, 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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Thomas Q

Series 63

Newtown Square, PA

Mass Mutual Investors Services

Thomas Quay Jr. is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and over 30 years of industry experience. His prior roles include positions at Metlife Securities Inc. and MassMutual Life Insurance Co. Outside of finance, he has pursued acting, auditioning for various roles since 2021. 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 and structured 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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Paul V

ChFC®, Series 63

Newtown Square, PA

Mass Mutual Investors Services

Paul Vento is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license, with 17 years of industry experience. His prior experience includes roles at MetLife Securities Inc. and MassMutual Life Insurance Co. He is also the owner of a consulting LLC that manages business expenses. 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, wrap and money-manager programs, and 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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Cole V

Series 66

Newtown Square, PA

Mass Mutual Investors Services

Cole Vanderwerf is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 10 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has worked with Massachusetts Mutual Life Insurance Company since 2016. In addition to his advisory role, he is licensed as an insurance agent for individual life 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 financial planning, asset management, and educational seminars, using firm-approved software and collaborative annual planning processes.

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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