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James R
Series 63
Newtown Square, PA
Mass Mutual Investors Services
James Ranieri II is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 31 years of industry experience, including previous roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. In addition to his advisory role, he is also an insurance agent specializing in individual life, health, and group health 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, and charitable organizations. The firm offers a range of programs including wrap accounts, money-manager programs, and educational seminars.
Wayne B
Series 63
Newtown Square, PA
Mass Mutual Investors Services
Wayne Bartolacci is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and MassMutual since 2016, following a prior role at MetLife Securities. Additionally, he is an agent licensed to sell individual life and long-term care insurance. 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 financial planning, asset management, and educational seminars, with a focus on collaborative, annual planning engagements using analytic tools to develop investment strategies.
James B
Series 63
Newtown Square, PA
Mass Mutual Investors Services
James Burns Jr. is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 31 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Co. He is also the owner of J Burns Advisor Group, LLC, an entity created for future insurance ventures. 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, and charitable organizations. The firm employs collaborative, goal-oriented planning supported by firm-approved software and offers a range of investment and planning programs.
John M
ChFC®, Series 63
Newtown Square, PA
Mass Mutual Investors Services
John Mazzola is a financial advisor with Mass Mutual Investors Services holding the ChFC® designation and Series 63 license. He has 40 years of industry experience, including previous roles at MetLife Securities Inc. and MassMutual Life Insurance Company. Mazzola serves as a board member on the audit committee for United Savings Bank and is a partner in Innovative Planners, LLC, a business management firm. 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 annual, collaborative planning relationships using firm-approved analytical tools and offers event-driven planning programs such as divorce and estate settlement services.
Robert H
Series 63
Newtown Square, PA
Mass Mutual Investors Services
Robert Hagenberg is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 29 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at Metlife Securities Inc. from 2015 to 2017. Outside of his advisory role, he owns Creative Premier Agency LLC, which focuses on individual life, long-term care, and disability insurance. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. Their approach includes collaborative annual planning utilizing firm-approved software tools, with implementation of recommendations offered through separate brokerage or insurance arrangements.
Oscar M
ChFC®, Series 63
Newtown Square, PA
Mass Mutual Investors Services
Oscar Mestre is a financial advisor at Mass Mutual Investors Services with 42 years of industry experience. He holds the ChFC® and Series 63 designations. His prior work includes roles at MetLife Securities Inc. and MassMutual Life Insurance Company. Mestre is also an insurance agent specializing in individual life, health, group life, group health, individual long-term care, and disability 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 offers collaborative, annual financial planning engagements using firm-approved analytical tools, along with programs such as wrap and money-manager options and educational seminars.
Daniel J
CFP®, Series 63, Series 65
Newtown Square, PA
Mass Mutual Investors Services
Daniel Joie is a CFP® professional with 39 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. His prior experience includes roles at MetLife Securities Inc. and MassMutual Life Insurance CO. In addition to his advisory work, he operates a tax preparation business that has been active since 1981. 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 uses collaborative, software-supported approaches to deliver goal-based recommendations and offers specialized planning services such as divorce planning and estate settlement.
Eric S
Series 63, Series 65
Newtown Square, PA
Mass Mutual Investors Services
Eric Sharpe is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 12 years of industry experience. Prior to his current role starting in 2017, he worked at MetLife Securities for one year and spent 27 years at The Chester County Hospital. Outside of his financial advisory work, he serves as a paramedic and holds a volunteer position as Vestry Member and Accounting Warden at Washington Memorial Chapel. MassMutual 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, asset management, and educational seminars, focusing on collaborative annual planning relationships with clients.
Nicholas P
Series 66
Newtown Square, PA
Mass Mutual Investors Services
Nicholas Pisorchik is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and two years of industry experience. His prior work includes positions at Northwestern Mutual and MassMutual Insurance Company. He has also worked at Newark Country Club and Big Oyster Brewery, and spent four years at the University of Delaware. 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 planning engagements using firm-approved software and provides educational seminars and specialized planning services.
Christopher S
Series 66
Newtown Square, PA
Mass Mutual Investors Services
Christopher Scoffone is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and four years of industry experience. His prior work includes roles at Creative Financial Group and MeFluence LLC, as well as involvement with Applebrook Golf Club. Mass Mutual Investors Services, LLC is a subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm provides collaborative, annual financial planning engagements using firm-approved tools and also offers specialized planning programs, including recent additions such as Divorce Planning.
Jacklyn N
Series 66
Newtown Square, PA
Mass Mutual Investors Services
Jacklyn Naselli is a financial advisor at MassMutual Investors Services with four years of industry experience. She holds a Series 66 designation and has worked at MassMutual Life Insurance Company since 2020. Outside of her advisory work, she is a property and casualty insurance representative involved in quoting personal and business insurance policies. MassMutual Investors Services, LLC 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, annual financial planning engagements supported by firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.
William S
ChFC®, Series 63, Series 66
Newtown Square, PA
Mass Mutual Investors Services
William Stinger is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 27 years of industry experience, including tenure at Metlife Securities Inc. and Mass Mutual Investors Services. Outside of his advisory role, he is also an independent insurance agent specializing in individual and group life, health, and property/casualty 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 programs, utilizing collaborative, annual planning engagements that focus on investment categories and strategies without discretionary authority.
Jack W
Series 66
Newtown Square, PA
Mass Mutual Investors Services
Jack Walker is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. His prior roles include positions at MassMutual Life Insurance Company and Waters Edge. Outside of his advisory work, he has bartended and served at various establishments, including event catering. MassMutual 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 ongoing financial planning, asset management, and educational seminars, using firm-approved tools to develop tailored investment strategies without discretionary authority.
Melanie D
Series 66
Newtown Square, PA
Mass Mutual Investors Services
Melanie Dahl is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has 22 years of industry experience and has worked at Mass Mutual Investors Services since 2017, with prior roles at MetLife Securities Inc. and Metropolitan Life Insurance Co. Additionally, she is an independent insurance agent and serves as a head junior volleyball coach. 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, and charitable organizations, offering a range of programs including educational seminars and event-driven planning services.
Brenan M
Series 66
Newtown Square, PA
Mass Mutual Investors Services
Brenan Mc Allister is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing nine years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been associated with MassMutual Life Insurance Company since 2016. In addition to his advisory role, Mc Allister has been involved with Bucknell University since 2012 and also operates an individual life insurance brokerage. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, including high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements typically structured as annual collaborative relationships that utilize firm-approved analytical tools.
Samuel G
Series 63, Series 65
Newtown Square, PA
Mass Mutual Investors Services
Samuel Gruehn is a financial advisor with MassMutual Investors Services in Newtown Square, PA, holding Series 63 and Series 65 licenses and having six years of industry experience. He has worked with MassMutual Life Insurance Company and affiliated entities since 2019. Outside of his advisory role, he also acts as an insurance agent specializing in life, disability, and long-term care insurance. MassMutual 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 firm-approved tools to develop tailored planning recommendations without investment discretion.
Victor M
Series 66
Newtown Square, PA
Mass Mutual Investors Services
Victor Marcelo is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. Prior to his current role, he was involved with the Martuscelli Restaurant Group and held positions at the University of Delaware, Newark Country Club, and Saint Mark's High School. MassMutual Investors Services, LLC 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 structures financial planning as collaborative, annual engagements using firm-approved analytical tools, with implementation of recommendations offered separately.
Stephen I
ChFC®, Series 63
Newtown Square, PA
Mass Mutual Investors Services
Stephen Izzi is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds the ChFC® designation and a Series 63 license. Izzi has been with Mass Mutual-related firms since 2011, serving in roles that include insurance brokerage for individual life and health products. Mass Mutual Investors Services, LLC 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 offers a range of services including educational seminars and event-driven planning programs.
Nicholas F
Series 66
Newtown Square, PA
Mass Mutual Investors Services
Nick Fowler is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and nine years of industry experience. He has worked at MML Investors Services, LLC since 2017 and MassMutual Life Insurance Co since 2016. Outside of his advisory role, Fowler serves as membership chair for an Italian American charitable organization. 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, charities, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and delivers written recommendations, with optional implementation through separate brokerage or insurance arrangements.
Paul M
ChFC®, Series 63, Series 65
Newtown Square, PA
Mass Mutual Investors Services
Paul Montefiore Jr. is a financial advisor at Mass Mutual Investors Services with 16 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes roles at MetLife Securities Inc. and MassMutual Life Insurance Co. Outside of his advisory work, he serves as the treasurer of a nonprofit organization. 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 analytical tools and collaborative planning to develop written recommendations, focusing on investment categories and strategies rather than specific products.
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