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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 at Mass Mutual Investors Services with credentials including the Series 66 designation and approximately one year of experience in his current role. His prior work history includes positions at MassMutual Life Insurance Company and Creative Financial Group. Outside of finance, he has worked for Dewey Beach Patrol and held roles at educational institutions including the University of Delaware and Salesianum. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented financial planning engagements supported by firm-approved analytical tools and features specialized programs including divorce planning and employer-sponsored 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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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 Mass Mutual Investors Services holding a Series 66 designation and three years of industry experience. His prior work includes roles at Creative Financial Group and Testo Instruments, as well as positions at Downingtown Country Club where he currently works in the pro shop handling tee time bookings and retail 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, structuring client engagements as annual, collaborative relationships that focus on recommending 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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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 CFP® with 26 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. His prior experience includes roles at MassMutual Life Insurance Company and MetLife Securities Inc. In addition to his advisory work, he is also an insurance agent involved in group health and life insurance sales. Mass Mutual 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, and charitable organizations. The firm offers a range of planning and educational programs, including specialized services such as divorce and estate-settlement 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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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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Richard S

Series 63, Series 66

Newtown Square, PA

Mass Mutual Investors Services

Richard Sterling III is a Series 66-licensed financial advisor with five years of industry experience. He is currently with Mass Mutual Investors Services and has previously worked at firms including Lincoln Financial Advisors and Pacer Advisors. 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 a collaborative, goal-based approach with 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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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 is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and one year of industry experience. His prior work includes roles at Jackson National Life, Pacific Life Insurance Company, and MassMutual Life Insurance Co. Outside of financial services, he owns JMAC MKT LLC, an e-commerce business that designs websites for companies lacking a digital presence. 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 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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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 licenses and bringing 22 years of industry experience. His prior roles include positions at MetLife Securities Inc. and New England Securities. He is also the owner of MindShift Financial Coaching, a financial coaching business. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative annual planning engagements and offers programs including wrap and money-manager services as well as 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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Walter T

Series 63, Series 66

Newtown Square, PA

Mass Mutual Investors Services

Walter Timby IV is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His work history includes roles at Mass Mutual Investors Services since 2017, Metlife Securities Inc. since 2015, and New England Securities since 2002. In addition to his advisory work, he operates as 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 serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning and asset management services, utilizing firm-approved software tools and structured planning engagements to develop 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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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 at Mass Mutual Investors Services with nine years of industry experience. He holds a Series 66 designation and has been with Mass Mutual Investors Services since 2017, following prior work at Massachusetts Mutual Life Insurance Company and MSI Financial Services. Vanderwerf also maintains an outside insurance sales position focused on individual life insurance. MML Investors Services, LLC, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, employing firm-approved analytical tools and 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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