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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 and holds the ChFC® designation along with a Series 63 license. He has 50 years of industry experience, including prior roles at Metlife Securities, NewSquare Capital, and New England Securities. Outside of his advisory work, he serves as secretary on the board of Keystone Fair Business Partners and holds an appointed position as majority inspector for local elections. Mass Mutual 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 collaborative annual financial planning engagements using firm-approved analytical tools, and it offers additional services such as estate settlement and employer-sponsored 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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Charles M

Series 66

Newtown Square, PA

Mass Mutual Investors Services

Charles Murphy is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and beginning his advisory career in 2025. His prior experience includes roles at MassMutual Life Insurance Company and community involvement with the YMCA Greater Brandywine. 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 utilizes firm-approved software to support goal analysis and delivers written recommendations through 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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Daniel W

Series 66

Newtown Square, PA

Mass Mutual Investors Services

Daniel Wethey is a financial advisor with MassMutual Investors Services holding a Series 66 designation and two years of industry experience. Prior to his advisory role, he worked in sales and stock management for Domestic and Imported Beverages. 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, and charitable organizations. The firm emphasizes collaborative, annual financial planning relationships that use firm-approved analytical tools to support goal-oriented 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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Brett O

Series 66

Newtown Square, PA

Mass Mutual Investors Services

Brett O'Hara is a financial advisor at Mass Mutual Investors Services with a Series 66 designation. He has been in the industry since 2026, previously working at Creative Financial Group and Northwestern Mutual. Outside of finance, his background includes experience in the fitness and hospitality industries. 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 utilizes firm-approved software for goal analysis and offers a range of planning programs including divorce, 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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David C

Series 63, Series 66

Newtown Square, PA

Mass Mutual Investors Services

David Carr is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 66 licenses and has 25 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and with Massachusetts Mutual Life Insurance Company since 2016. MassMutual 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 financial planning using firm-approved software 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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Robert M

Series 66

Newtown Square, PA

Mass Mutual Investors Services

Robert Mc Kernan Jr. is a financial advisor with MassMutual Investors Services holding a Series 66 designation and four years of industry experience. His prior work includes roles at Giant Inc., DoorDash, and Footlocker Inc. He has been with MassMutual Life Insurance Co. and MML Investors Services LLC since 2021. 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 programs, focusing on collaborative annual planning engagements that utilize firm-approved analytical tools to develop written financial 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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Colin L

CFP®, Series 63, Series 65

Newtown Square, PA

Mass Mutual Investors Services

Colin Law is a CFP® professional with 34 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. He previously worked for MetLife Securities, Inc. for 15 years and has been affiliated with MassMutual Life Insurance Co. since 2016. Mass Mutual Investors Services operates as a subsidiary of MassMutual, offering financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides a range of services including asset management, wrap and money-manager 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 N

ChFC®, Series 63

Newtown Square, PA

Mass Mutual Investors Services

Joseph Naselli Sr. is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at MetLife Securities Inc. He is co-owner of Newsquare Capital LLC, an independent investment advisory business, and is also an agent in individual life and health insurance. Mass Mutual 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 offers a range of programs including wrap and money-manager solutions, along with 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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William H

ChFC®, Series 66

Newtown Square, PA

Mass Mutual Investors Services

William Heath is a financial advisor with MassMutual Investors Services holding the ChFC® designation and Series 66 license. He has six years of industry experience, including roles at The Citadel and Water's Edge prior to joining MassMutual. Outside of his advisory work, Heath is involved in several business ventures including property management and real estate partnerships, as well as ownership in a family food distribution company. MassMutual Investors Services, a subsidiary of MassMutual, serves individual clients, business owners, trusts, and charitable organizations by providing financial planning, asset management, and educational seminars. The firm uses collaborative, software-driven planning processes and offers various investment and insurance solutions tailored to client needs.

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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Marc V

ChFC®, Series 63, Series 66

Newtown Square, PA

Mass Mutual Investors Services

Marc Virga is a financial advisor with MassMutual Investors Services, holding a ChFC® designation and Series 63 and 66 licenses. He has 20 years of industry experience, including roles at New England Securities and NewSquare Capital, LLC. Outside of his advisory work, he serves as the committee chair for Filitalia International, an organization dedicated to preserving Italian language and culture. 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, and charitable organizations. The firm emphasizes collaborative annual planning engagements supported by proprietary software 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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Julia T

Series 66

Newtown Square, PA

Mass Mutual Investors Services

Julia Tremblay is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has been with the firm since 2025 and previously worked at Northwestern Mutual. Prior to her financial career, she was involved with White Farms Ice Cream and Lady Black Tie. 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, focusing on collaborative, goal-based planning 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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Adam D

ChFC®, Series 63, Series 65

Newtown Square, PA

Mass Mutual Investors Services

Adam Douglas is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 17 years of industry experience, including prior roles at Metlife Securities Inc. and New England Securities. In addition to his advisory work, he is licensed as an insurance agent selling individual life insurance. 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 ongoing financial planning and asset management through collaborative client 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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Anthony S

ChFC®, Series 63

Newtown Square, PA

Mass Mutual Investors Services

Anthony Santisi Jr. is a ChFC® credentialed financial advisor with over 31 years of industry experience. He is currently with Mass Mutual Investors Services, where he has worked since 2017, and previously spent 20 years at New England Securities. Outside of his advisory role, he is also a licensed agent for individual and group insurance products. 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 provides financial planning, asset management, and educational programs using collaborative, goal-oriented approaches without discretionary authority over client assets.

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 D

ChFC®, Series 63

Newtown Square, PA

Mass Mutual Investors Services

Stephen Demchyk Jr. is a ChFC®-designated financial advisor with 24 years of industry experience. He has been with MassMutual Investors Services since 2017 and also holds a role at Massachusetts Mutual Life Insurance Company beginning in 2016. He is the owner of Blue Hens, LLC, a partnership between two financial advisors. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to a broad client base, including individuals, business owners, and charitable organizations. The firm offers collaborative annual planning engagements using firm-approved analytical tools and a range of investment and planning 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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Martin S

ChFC®, Series 63

Newtown Square, PA

Mass Mutual Investors Services

Martin Schweiter is a financial advisor with Mass Mutual Investors Services in Newtown Square, PA. He holds the ChFC® designation and Series 63 license and has eight years of industry experience. Schweiter has been with Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services since 2016. 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 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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Nicholas F

CFP®, Series 63

Newtown Square, PA

Mass Mutual Investors Services

Nicholas Foreman is a CFP® licensed financial advisor with Mass Mutual Investors Services in Newtown Square, PA, possessing two years of industry experience. His work history includes roles at Attleboro Wealth Management LLC and eMONEY ADVISOR, with earlier experience in business and distribution positions at Comcast and Redbull. 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 and a range of 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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