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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, holding a Series 63 designation and 32 years of industry experience. His career includes roles at Metlife Securities Inc., NewSquare Capital, LLC, and New England Securities. In addition to his advisory work, he is an insurance agent specializing in 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, and charitable organizations. The firm offers financial planning, asset management, and educational programs, focusing on collaborative, goal-based planning 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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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.

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 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.

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

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.

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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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.

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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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.

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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Daniel J

CFP®, Series 63, Series 65

Newtown Square, PA

Mass Mutual Investors Services

Daniel Joie is a financial advisor with Mass Mutual Investors Services and holds the CFP® designation along with Series 63 and Series 65 licenses. He has 40 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Company. In addition to his advisory work, he has operated a tax preparation business since 1981. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, providing clients with collaborative, goal-based planning supported by firm-approved software and modeling 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 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.

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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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.

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 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.

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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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.

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 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.

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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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.

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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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.

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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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 10 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also works with MassMutual Life Insurance Company. Additionally, he has been affiliated with Bucknell University since 2012. Outside of his advisory role, Mc Allister is involved in individual life insurance brokerage. 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 financial planning, asset management, and educational seminars, utilizing tools such as Monte Carlo simulations and automated asset allocation in its 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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Samuel G

Series 63, Series 65

Newtown Square, PA

Mass Mutual Investors Services

Samuel Gruehn is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and six years of industry experience. He has been associated with MassMutual Life Insurance Company and its related entities since 2019. Outside of his advisory role, he works as an insurance agent specializing in life, disability, and long-term care insurance. 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, and educational seminars, emphasizing collaborative, goal-oriented planning with clients.

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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Victor M

Series 66

Newtown Square, PA

Mass Mutual Investors Services

Victor Marcelo 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 2023. Prior to his financial advisory roles, he was involved with the Martuscelli Restaurant Group and has worked at the University of Delaware, Newark Country Club, and Saint Mark’s High School. Mass Mutual Investors Services, a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning through collaborative engagements using firm-approved analytical tools and 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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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.

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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Nicholas F

Series 66

Newtown Square, PA

Mass Mutual Investors Services

Nicholas Fowler is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has nine years of industry experience. He has worked with MassMutual Life Insurance Company since 2016 and has served in advisory roles with affiliated firms since 2016. Outside of advisory services, he serves as membership chair of an Italian American charitable organization. Mass Mutual Investors Services 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 collaborative annual financial planning engagements using firm-approved tools and delivers 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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Paul M

ChFC®, Series 63, Series 65

Newtown Square, PA

Mass Mutual Investors Services

Paul Montefiore Jr. is a ChFC® professional with 17 years of industry experience, currently working at MassMutual Investors Services since 2017. He previously worked at MetLife Securities Inc. and has been affiliated with MassMutual Life Insurance Co. since 2016. Outside of his advisory role, he serves as treasurer for a nonprofit organization and is involved in life settlements and insurance business activities. 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 emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized services including divorce planning and estate-settlement 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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