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Maguire S

Series 66

Newtown Square, PA

Mass Mutual Investors Services

Maguire Smith is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and beginning his career in 2025. Prior to entering the financial services industry, he held various roles including positions at Lee Stocker Tree Service and Whitford Country Club. 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 uses firm-approved analytical tools to develop written financial recommendations within collaborative client 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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Darren D

Series 66

Newtown Square, PA

Mass Mutual Investors Services

Darren Direnzo is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has prior work experience at WSFS Bank and James Madison University. 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 provides financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning and offering specialized services such as divorce planning and estate settlement assistance.

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 Z

Series 63

Newtown Square, PA

Mass Mutual Investors Services

Peter Zonino is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA, holding a Series 63 designation and bringing 40 years of industry experience. His prior work includes roles at MetLife Securities Inc., New England Securities, and The Travelers. He is also an insurance agent involved in individual life, health, and group insurance. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing 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 and delivers a range of investment 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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Alexander S

Series 65, Series 63

Newtown Square, PA

Mass Mutual Investors Services

Alexander Stewart is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA. He holds Series 65 and Series 63 licenses and has seven years of industry experience. Prior to joining Mass Mutual Investors Services in 2019, he worked at Saint Joseph's University and Familetti Contractors. 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 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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David B

Series 63

Newtown Square, PA

Mass Mutual Investors Services

David Broll is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017, following roles at MassMutual Life Insurance Company and MetLife Securities. Outside of his advisory work, he serves as vice president and trustee of the Tompkins Broll Family Foundation and is co-trustee of two family trusts. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers through annual collaborative planning 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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Nicholas M

Series 66

Newtown Square, PA

Mass Mutual Investors Services

Nicholas Martino is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds the Series 66 designation and has worked with MML Investors Services LLC and MassMutual Life Insurance Co since 2022. Outside of advisory work, he is the owner of NJM Consulting LLC, an LLC used for business expenses. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual financial planning engagements and a range of investment 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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Joseph S

Series 63, Series 65

Newtown Square, PA

Mass Mutual Investors Services

Joseph Syernick III is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including positions at MetLife Securities Inc. and New England Securities. In addition to his advisory work, he operates an outside insurance business focusing on individual and group life, health, and long-term care insurance and is a referral source for employee retention credit services. 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, using firm-approved tools to develop client-specific 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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Andrew D

CFP®, ChFC®, Series 63, Series 65

Newtown Square, PA

Mass Mutual Investors Services

Andrew Del Beato is a financial advisor with Mass Mutual Investors Services, holding the CFP® and ChFC® designations, and has 27 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and Massachusetts Mutual Life Insurance Company since 2016, following positions at MetLife Securities Inc. and CREATIVE Financial Group. He also operates an independent advisory business and works as a life and health insurance agent. MassMutual 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 collaborative, software-supported planning processes focused on goals-based 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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Judith C

Series 63

Newtown Square, PA

Mass Mutual Investors Services

Judith Cassidy is a financial advisor at Mass Mutual Investors Services with 36 years of industry experience. She holds a Series 63 designation and has been with Mass Mutual Investors Services since 2017. In addition to her advisory role, she operates an outside insurance business focusing on individual and group life, health, and long-term care 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, and charitable organizations. The firm offers ongoing planning engagements supported by firm-approved analytical tools and various investment and educational 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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Victor V

Series 66

Newtown Square, PA

Mass Mutual Investors Services

Victor Valeski is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA. He holds the Series 66 designation and has prior experience teaching at East Brunswick Public Schools for 11 years before joining Mass Mutual in 2025. 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 structures financial planning as annual collaborative engagements 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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Michael M

Series 66

Newtown Square, PA

Mass Mutual Investors Services

Michael Mc Knight is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and six years of industry experience. His prior roles include positions at Constellation and Victory Event Series, as well as time spent at Gettysburg College. He also works as a life, disability, and long-term care 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 offers financial planning, asset management, wrap 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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John S

Series 63, Series 65

Newtown Square, PA

Mass Mutual Investors Services

John Swarts is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 27 years of industry experience, having worked at Mass Mutual Investors Services since 2017 and Metlife Securities since 2011. 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 provides financial planning, asset management, and educational seminars, using firm-approved tools to develop recommendations generally 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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Edward K

Series 66

Newtown Square, PA

Mass Mutual Investors Services

Edward Kerschner is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has eight years of industry experience and has worked at several affiliated firms including Massachusetts Mutual Life Insurance Company and MetLife. MassMutual 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 various educational programs, with a focus on 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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Shawn B

Series 66

Newtown Square, PA

Mass Mutual Investors Services

Shawn Bradley is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and five years of industry experience. He has been with Mass Mutual Investors Services since 2020 and also has a role as an insurance agent focused on life insurance. Prior to his current positions, he worked at several country clubs including Applebrook Golf Club, Jupiter Hills Club, and Concord Country Club. 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, emphasizing collaborative annual planning 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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Jacob M

CFP®, ChFC®, Series 66

Newtown Square, PA

Mass Mutual Investors Services

Jacob Myers II is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds the CFP® and ChFC® designations as well as the Series 66 license. Prior to his current role, he held positions at Spaz Beverage, Cintas First Aid and Safety Division, West Chester University Recreation Center, and Ororke's Irish Pub. Myers also operates an outside insurance business as a licensed agent. MML 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, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized programs including divorce planning, estate-settlement, 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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Michael T

ChFC®, Series 63

Newtown Square, PA

Mass Mutual Investors Services

Michael Taylor is a financial advisor with Mass Mutual Investors Services, holding the ChFC® and Series 63 designations and bringing 18 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously held roles at Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and New England Securities. Outside of his advisory work, he serves as a Cubmaster and committee member for the Boy Scouts of America in Ephrata, PA. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and investment services to individuals, business owners, trusts, and charitable organizations. The firm offers collaborative, annual planning engagements and a range of asset management and educational 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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Michael M

CFP®, Series 63

Newtown Square, PA

Mass Mutual Investors Services

Michael Miley is a CFP® with 25 years of industry experience currently at Mass Mutual Investors Services. He has worked at Mass Mutual Investors Services since 2017 and has also been affiliated with Metlife Securities Inc. and New England Securities. He serves as a board member on the finance committee for Bishop Shanahan High School. 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 financial planning engagements using firm-approved software and various investment 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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Kyle M

Series 66

Newtown Square, PA

Mass Mutual Investors Services

Kyle Mittelstadt is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience, having worked at several firms including MML Investors Services, Keystone Health Advisors, and Rockwood Wealth Management. Outside of advisory work, he serves as an administrative assistant at Keystone Health Advisors. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, employing a structured and collaborative approach 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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Steven B

Series 66

Newtown Square, PA

Mass Mutual Investors Services

Steven Broll is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has nine years of industry experience and has worked at MML Investors Services, LLC since 2017 and Mass Mutual Life Insurance Co since 2016. In addition to his advisory role, he is also involved in an outside insurance business focusing on individual life, property and casualty, and life settlements. 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, structuring planning engagements as annual, collaborative relationships that utilize firm-approved analytical tools and generally recommend 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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Hunter T

ChFC®, Series 63

Newtown Square, PA

Mass Mutual Investors Services

Hunter Trotter is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license. He has 49 years of industry experience, including roles at MetLife Securities Inc. and MassMutual Life Insurance Company. He serves as an agent involved in life settlements and insurance and holds appointed positions as a majority inspector at the polls and secretary on the board of a local 501(c)(6) organization. MML Investors Services, LLC is 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 ongoing, collaborative financial planning 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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