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Donna G

CFP®, Series 63, Series 66

Newtown Square, PA

Mass Mutual Investors Services

Donna Gerace is a CFP®-designated financial advisor with 23 years of industry experience. She is currently with Mass Mutual Investors Services and has prior experience at MetLife Securities, Inc. Since 2004, she has also worked as an insurance agent specializing in individual life, property/casualty, health, and long-term care coverage. Additionally, she serves as treasurer on a home and school board. 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. The firm emphasizes collaborative, annual planning engagements using analytical tools and offers a range of programs including asset 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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Michael R

Series 63

Newtown Square, PA

Mass Mutual Investors Services

Michael Root is a financial advisor with MassMutual Investors Services, holding a Series 63 license and 29 years of industry experience. He has worked at MassMutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he serves as the Athletic Director for Holy Family CYO, a Catholic youth athletic organization. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and provides specialized offerings 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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Robert M

Series 63

Newtown Square, PA

Mass Mutual Investors Services

Robert Mullin is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 27 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has been with Metlife Securities Inc. since 2006. Outside of his advisory role, he serves as the head coach of a club volleyball team. 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 tools to develop tailored recommendations 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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Keith L

ChFC®, Series 63

Newtown Square, PA

Mass Mutual Investors Services

Keith Lecky is a financial advisor at Mass Mutual Investors Services with 33 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Mass Mutual Investors Services in 2017, he worked at MetLife Securities Inc. from 2015 to 2017 and has been affiliated with MassMutual Life Insurance Co. since 2016. Lecky serves as treasurer for the Lancaster County Building Association Foundation, a nonprofit that awards scholarships to trade school students. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as annual collaborative relationships and provides various programs including wrap and money-manager 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 F

ChFC®, Series 63, Series 65

Newtown Square, PA

Mass Mutual Investors Services

Christopher Fallon is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 and 65 licenses. He has 20 years of industry experience, including roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Fallon is also licensed as an agent for individual and group life, health, and long-term care insurance. 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 ongoing financial planning, asset management, and educational seminars, utilizing firm-approved analytical tools to deliver 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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Daniel F

Series 63, Series 65

Newtown Square, PA

Mass Mutual Investors Services

Daniel First is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and 26 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he coaches basketball at Bishop Shanahan High School. 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 collaborative, annual planning processes 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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Daniel F

Series 63, Series 65

Newtown Square, PA

Mass Mutual Investors Services

Daniel Fordice is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. He is a member and 20% owner of Sugarfoot Advisors, LLC, an operating entity for his Mass Mutual 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 financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes to deliver written recommendations without investment discretion.

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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Christian R

Series 66

Newtown Square, PA

Mass Mutual Investors Services

Christian Robinson is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 credential and previously worked at Roman Financial Group. 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 structures planning engagements as annual collaborative relationships, utilizing proprietary 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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Ryan M

Series 66

Newtown Square, PA

Mass Mutual Investors Services

Ryan Maguire is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has prior experience at MassMutual Life Insurance Co and MML Investors Services, LLC. Ryan’s background includes four years of education at Saint Joseph’s University. 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 emphasizes annual, collaborative financial planning relationships using firm-approved analytical tools and offers specialized programs such as divorce planning and employer-sponsored 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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Peter B

Series 63

Newtown Square, PA

Mass Mutual Investors Services

Peter Blauert is a financial advisor with MassMutual Investors Services and holds a Series 63 designation. He has 39 years of industry experience, including roles at MetLife Securities Inc. and MassMutual Life Insurance Company. Blauert is also licensed as an insurance agent for individual and group life, health, and supplemental Medicare plans. 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 utilizes firm-approved software tools and offers a range of planning programs, including recently added divorce 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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Mark F

Series 63

Newtown Square, PA

Mass Mutual Investors Services

Mark Fuessinger is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 33 years of industry experience, including roles at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. In addition to his advisory work, he is a part owner of an inherited family rental property. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations, using firm-approved software for goal analysis and offering collaborative, annual 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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Kyle C

ChFC®, Series 63, Series 66

Newtown Square, PA

Mass Mutual Investors Services

Kyle Cleary is a financial advisor with Mass Mutual Investors Services and holds the ChFC® designation. He has 19 years of industry experience, including prior roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. In addition to his advisory work, Cleary maintains an insurance agent position focused on individual and group life, property and casualty, and health insurance. Mass Mutual Investors Services 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, structuring client relationships through 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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Trent L

ChFC®, Series 63

Newtown Square, PA

Mass Mutual Investors Services

Trent Leupold is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license, with 17 years of experience in the industry. He previously worked at MetLife Securities Inc. before joining MassMutual and has been involved in individual and group life and health insurance as well as 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 offers financial planning, asset management, and educational seminars, with a focus on collaborative planning using proprietary 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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John K

Series 63

Newtown Square, PA

Mass Mutual Investors Services

John Klusarits is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 34 years of industry experience. His career includes roles at MassMutual Life Insurance Co, MetLife Securities Inc., and Creative Financial Group. He is also involved as an agent in individual life insurance and life settlements referral services. Mass Mutual Investors Services, LLC 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 programs, using firm-approved tools to analyze client goals and deliver 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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Timothy I

Series 63

Newtown Square, PA

Mass Mutual Investors Services

Timothy Irvine is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 32 years of industry experience, including prior roles at MetLife Securities Inc. and MassMutual Life Insurance Company. He is involved in business ventures with two financial advisor partnerships, Blue Hens, LLC and Sugarfoot Advisors, LLC. 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 programs, focusing on collaborative, goal-oriented 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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Patrick M

Series 66

Newtown Square, PA

Mass Mutual Investors Services

Patrick Mc Cann Jr. is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. His background includes roles at MML Investors Services, LLC and MassMutual Life Insurance Co, as well as entrepreneurial experience in the food and hospitality sectors. 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, providing collaborative, goal-oriented 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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Joseph C

Series 63

Newtown Square, PA

Mass Mutual Investors Services

Joseph Carr is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 28 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously employed by MetLife Securities Inc. from 2015 to 2017. Carr also serves as a trustee and insurance agent outside his advisory role. Mass Mutual Investors Services operates as a 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 using firm-approved tools, with optional implementation 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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James T

CFP®, Series 63, Series 66

Newtown Square, PA

Mass Mutual Investors Services

James Trotter is a CFP®-certified financial advisor with 20 years of industry experience, currently practicing at Mass Mutual Investors Services since 2017. He has also worked with MetLife Securities Inc. and New England Securities. Outside of his advisory role, he is involved as an agent in individual life insurance 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 programs, and educational seminars, using firm-approved analytical tools to develop written recommendations tailored to 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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John D

Series 66

Newtown Square, PA

Mass Mutual Investors Services

John Doyle is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and five years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance Co since 2020 and previously was involved with Creative Financial Group/MassMutual and John Serock Catering, where he worked as a chef. Doyle has served in the United States Marine Corps Reserves since 2014 and is affiliated with West Chester University. 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 using firm-approved analytical tools and provides event-driven planning services including 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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Peter L

ChFC®, Series 63, Series 66

Newtown Square, PA

Mass Mutual Investors Services

Peter Luzak is a ChFC® with 20 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, following a two-year tenure at MetLife Securities Inc. Outside of his advisory role, Luzak volunteers with Camp Aim, a soccer camp that raises funds for charity. 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 with an emphasis on collaborative, goal-oriented 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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