Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Gerard B
CFP®, ChFC®, Series 63, Series 65
Newtown Square, PA
Mass Mutual Investors Services
Gerard Benedict is a CFP® and ChFC® affiliated with Mass Mutual Investors Services, with 17 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. Outside of financial advising, he holds ownership in a brewery and participates in real estate ventures. Mass Mutual Investors Services operates as 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, focusing on collaborative, annual planning relationships without discretionary authority over client investments.
Connor D
Series 66
Newtown Square, PA
Mass Mutual Investors Services
Connor Davis is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA, holding a Series 66 designation and seven years of industry experience. His career has been with Mass Mutual affiliated entities since 2017. Outside of his advisory role, he is a property and casualty insurance broker and owner of a financial planning LLC. 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’s approach emphasizes collaborative annual planning engagements using firm-approved analytical tools to recommend investment strategies without discretionary authority.
Avery L
Series 66
Newtown Square, PA
Mass Mutual Investors Services
Avery Law is a financial advisor with Mass Mutual Investors Services holding a Series 66 credential and two years of industry experience. Prior to joining MassMutual Life Insurance Company and Mass Mutual Investors Services, Avery held roles at Dolan, Bell, Lautner, Gilbert, CPA's, Creative Financial Group, and Stockton University. 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 to develop collaborative, written recommendations tailored to client goals.
Jeffry C
Series 63, Series 65
Newtown Square, PA
Mass Mutual Investors Services
Jeffry Campbell II is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 65 designations. He has 23 years of industry experience, including roles at LPL Financial and 360 Wealth Management. Outside of finance, he writes, records, and performs music professionally as a performance and studio musician. MassMutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, employing firm-approved software and collaborative planning processes.
Ryan M
Series 65, Series 63
Newtown Square, PA
Mass Mutual Investors Services
Ryan Maloney is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. His career includes roles at MassMutual Life Insurance, New York Life Insurance Company, Lincoln Financial Advisors, and The Vanguard Group. Outside of finance, he has experience in the hospitality industry and operates a dog services business. 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 ongoing financial planning, asset management, and educational seminars, with a structured approach that emphasizes collaborative planning and goal analysis.
Thomas T
Series 63
Newtown Square, PA
Mass Mutual Investors Services
Thomas Trea is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 34 years of industry experience. He previously worked at Metlife Securities Inc. for 28 years before joining Mass Mutual Investors Services in 2017. Additionally, he has been with MassMutual Life Insurance Company since 2016. 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 collaborative annual planning engagements.
Matthew P
Series 63
Newtown Square, PA
Mass Mutual Investors Services
Matthew Pratzner is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 25 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has prior experience with Metlife Securities. He also works as an individual life insurance agent. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing firm-approved tools and annual planning engagements.
Kearen M
Series 66
Newtown Square, PA
Mass Mutual Investors Services
Kearen Miller is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and two years of industry experience. She has previously worked at Federated Hermes and held various roles including positions at Duquesne University and other firms. Mass Mutual 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 offers structured, collaborative planning engagements using firm-approved software and delivers written recommendations without discretionary authority.
Raymond M
Series 63, Series 65
Newtown Square, PA
Mass Mutual Investors Services
Raymond Moore II is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Mass Mutual and MetLife Securities during his career. He is also involved as an individual life insurance agent. 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, using firm-approved tools to develop written recommendations for clients.
Daniel M
Series 63
Newtown Square, PA
Mass Mutual Investors Services
Daniel Maguire is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 33 years of industry experience, including prior roles at MetLife Securities and MassMutual Life Insurance Company. In addition to his advisory work, he assists customers with life settlements and the sale of life insurance policies. 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 through collaborative, annual engagements.
Michael C
Series 66
Newtown Square, PA
Mass Mutual Investors Services
Michael Crowley is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently with Mass Mutual Investors Services in Newtown Square, PA, where he has worked since 2019. His prior work includes roles at Litemovers, LLC and Outback Steakhouse, as well as employment at West Chester University. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, annual financial planning engagements supported by firm-approved analytical tools and delivers recommendations primarily on investment categories and strategies.
Brad C
Series 66
Newtown Square, PA
Mass Mutual Investors Services
Brad Corsi is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has previously worked at MassMutual Life Insurance Co. before joining his current 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 collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized planning services including divorce and estate-settlement planning.
Anthony L
ChFC®, Series 63
Newtown Square, PA
Mass Mutual Investors Services
Anthony Lucidonio is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation and Series 63 license. He has 16 years of industry experience with prior roles at Odyssey Capital Advisors Inc., Kestra Advisory, and First Genesis Financial Group. MML Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational programs. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and focuses on recommending investment categories and strategies.
Connor F
Series 66
Newtown Square, PA
Mass Mutual Investors Services
Connor Fernholz is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA, holding a Series 66 designation and seven years of industry experience. He has worked at MML Investors Services and Mass Mutual Life Insurance Company since 2019, with prior roles at Edward Jones and Liberty University. Outside of his advisory work, Fernholz operates a licensed insurance brokerage and owns an LLC used as a pass-through entity for business expenses. 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 firm-approved software for goal analysis and delivering written recommendations through collaborative annual planning relationships.
Patrick M
Series 63
Newtown Square, PA
Mass Mutual Investors Services
Patrick Mccann is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and possessing 28 years of industry experience. His career includes roles at MassMutual Life Insurance Co and MetLife Securities Inc. He is also licensed as a life, health, and property/casualty insurance agent through a related 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 offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.
Paul G
Series 66
Newtown Square, PA
Mass Mutual Investors Services
Paul Gagliardi is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 11 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously spent two years at MetLife Securities Inc. and has been affiliated with MassMutual Life Insurance Co since 2016. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.
Gregory S
Series 63
Newtown Square, PA
Mass Mutual Investors Services
Gregory Small is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 29 years of industry experience, including roles at New England Securities, Metlife Securities Inc., and Mass Mutual Investors Services. In addition to his advisory work, he is also an insurance agent specializing in life, health, group life, group health, and disability products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers.
Joseph O
ChFC®, Series 63
Newtown Square, PA
Mass Mutual Investors Services
Joseph O'Shea Jr. is a ChFC® credentialed advisor with 17 years of experience, currently with Mass Mutual Investors Services and MassMutual Life Insurance Co. He previously worked for Hornor, Townsend & Kent, LLC, and Penn Mutual Life Insurance Company for a decade. O'Shea is a partner in multiple ventures that utilize his professional network to assist in service and product facilitation projects. 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 offers ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, goal-driven financial planning engagements.
Thomas P
Series 66
Newtown Square, PA
Mass Mutual Investors Services
Thomas Powers is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of experience in the industry, beginning his career at MassMutual Life Insurance Company and Mass Mutual Investors Services in 2024. Outside of his advisory work, he has experience in the food service industry and membership at a yacht club. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers various programs including asset management, educational seminars, and specialized planning services.
Philip S
Series 66
Newtown Square, PA
Mass Mutual Investors Services
Philip Stoltzfus is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 15 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities Inc. Since 2022, he has also operated an outside insurance business offering individual life, fixed annuities, disability, long-term care, and health and life settlements. 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, typically recommending investment categories and strategies without discretionary authority.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Based on your filters