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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 Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience. Prior to his advisory role, he worked in sales and stock management at Domestic and Imported Beverages. 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.

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® with 33 years of industry experience, currently with 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 is a subsidiary of MassMutual that provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including asset management and educational seminars, focusing on collaborative annual planning engagements 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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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 the ChFC® designation and Series 63 and 66 registrations. He has 19 years of industry experience, including roles at MassMutual Life Insurance Company since 2016. Outside of advising, he serves as 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 providing financial planning and investment programs to individuals, business owners, and charitable organizations. The firm emphasizes collaborative, goal-based planning with tools such as Monte Carlo simulations and automated asset allocation.

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 and holds the ChFC® designation along with Series 63 and Series 65 licenses. He has 16 years of industry experience, including roles at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company. Outside of advisory services, he is also licensed as an insurance agent, focusing on individual life insurance sales. 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 comprehensive financial planning, asset management, and educational programs, using technology-based 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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Anthony S

ChFC®, Series 63

Newtown Square, PA

Mass Mutual Investors Services

Anthony Santisi Jr. is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 license, and has 30 years of industry experience. His work history includes roles at Mass Mutual Investors Services since 2017, MetLife Securities Inc. since 2015, and New England Securities since 1995. Additionally, he works as an agent for various insurance products, including life, property/casualty, group life, group health, long-term care, and disability 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, 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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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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