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Grey M
Series 66
Radnor, PA
Mass Mutual Investors Services
Grey Mitchell is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has previously worked at The Vanguard Group, Equitable Advisors, and Northwestern Mutual. Outside of his financial services career, he has experience in moving and storage services and operated a rental business for several years. Mass Mutual Investors Services is a subsidiary of MassMutual that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and delivers written recommendations through annual collaborative planning engagements.
John N
Series 63
Radnor, PA
Mass Mutual Investors Services
John Novak is a financial advisor with Mass Mutual Investors Services in Radnor, PA, holding a Series 63 designation and 39 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual Life Insurance Company since 1986. 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. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers a range of investment programs and educational seminars.
Dominic B
Series 66
Radnor, PA
Mass Mutual Investors Services
Dominic Bisirri is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and five years of industry experience. He has been with MML Investors Services and Mass Mutual Insurance Co since 2019. His prior roles include work at Widener University and ownership of DJB Inc. for fifteen years. 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, focusing on collaborative, goal-based planning without discretionary investment authority.
Susan W
Series 66
Radnor, PA
Mass Mutual Investors Services
Susan Walter is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and one year of industry experience. She previously worked at MassMutual Life Insurance Company and was involved with SELF and SoupSisters, Inc. Outside of her advisory role, she serves as a trustee for a special needs trust and works as an insurance broker providing life, disability, and long-term care insurance. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm’s approach includes collaborative, annual planning engagements using firm-approved analytical tools.
Alvin K
ChFC®, Series 63
Radnor, PA
Mass Mutual Investors Services
Alvin Kingcade Sr. is a financial advisor with Mass Mutual Investors Services who holds the ChFC® designation and Series 63 license, with 53 years of industry experience. He has worked at MML Investors Services, Inc. since 1988. Outside of his advisory role, he serves as President and Treasurer of the Lena Maloney Community Development Corp., a 501(c)(3) community organization, and is Chairperson of the finance board at Eastwick United Methodist Church. MML 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 along with asset management and educational seminars, using firm-approved tools to develop written recommendations in collaborative client relationships.
Robert R
Series 66
Radnor, PA
Mass Mutual Investors Services
Robert Ryan Jr. is a financial advisor with Mass Mutual Investors Services in Radnor, PA. He holds a Series 66 designation and has four years of industry experience. His background includes roles at Mass Mutual Insurance Company and Muhlenberg College. 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 collaborative, annual planning engagements supported by advanced analytical tools.
Nikolaus K
Series 66, Series 63
Radnor, PA
Mass Mutual Investors Services
Nikolaus Kilmer is a financial advisor at MassMutual Investors Services with nine years of industry experience. He holds Series 66 and Series 63 licenses and previously worked for Northwestern Mutual Wealth Management Company and its affiliates for eight years. Kilmer is based in Radnor, PA. 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, focusing on collaborative, goal-driven planning without discretionary investment authority.
Linda K
ChFC®, Series 63
Radnor, PA
Mass Mutual Investors Services
Linda Katz is a financial advisor with MassMutual Investors Services in Radnor, PA, holding the ChFC® designation and Series 63 license. She has 45 years of industry experience, including over four decades at MML Investors Services, Inc. and MassMutual Life Insurance Company. In addition to her advisory role, she works as a licensed insurance agent involved in the sales and service of insurance products. MassMutual 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 offers financial planning and asset management services through structured, annual client engagements that utilize firm-approved analytical tools and support a range of specialized planning programs.
Zachary G
Series 63, Series 65
Radnor, PA
Mass Mutual Investors Services
Zachary Golen is a financial advisor with Mass Mutual Investors Services in Radnor, PA, holding Series 63 and Series 65 registrations and bringing 21 years of industry experience. He has worked with MML Investors Services and MassMutual Life Insurance Company since 2005. In addition to his advisory role, he is involved in sales of life and health insurance products. 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 offers collaborative planning engagements using firm-approved analytical tools and a range of investment and insurance solutions.
Bruce S
Series 63
Radnor, PA
Mass Mutual Investors Services
Bruce Sham is a financial advisor with Mass Mutual Investors Services in Radnor, PA, holding a Series 63 credential and bringing 40 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual since 2003. Outside of his advisory role, he serves as a synagogue teacher and board member for Old York Road Temple Beth Am, and he owns a social security advocacy and consulting business called Special Planning Solutions. MML 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, charitable organizations, and employers. The firm uses collaborative, goal-based planning supported by firm-approved analytical tools and offers a range of programs including estate settlement and event-driven planning services.
Jessica F
Series 66
Radnor, PA
Mass Mutual Investors Services
Jessica Fry is a financial advisor at Mass Mutual Investors Services with one year of industry experience. She holds a Series 66 designation and has previously worked at Qurate Retail Group, Audacy, and iHeartMedia. Outside of her advisory role, she owns a voice work business involving copywriting, voice recording, audio editing, and producing. 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, structuring its planning engagements as annual, collaborative relationships using firm-approved analytical tools.
Alexander M
Series 65, Series 63
Radnor, PA
Mass Mutual Investors Services
Alexander Mottle is a financial advisor with Mass Mutual Investors Services in Radnor, PA, holding Series 65 and Series 63 licenses and possessing 11 years of industry experience. He has been with Mass Mutual Investors Services since 2015 and also has experience with MassMutual Life Insurance Co since 2014. Outside of his advisory role, he is an agent for Kaufman Financial Services. 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, using analytical tools and structured planning engagements.
Zoe T
CFP®, Series 66
Radnor, PA
Mass Mutual Investors Services
Zoe Tauriello is a CFP® professional with four years of industry experience, currently affiliated with MassMutual Investors Services in Radnor, PA. She has worked with Broad Street Financial, LLC/MassMutual since 2020 and has been associated with Mass Mutual Life Insurance Company and MassMutual Investors Services since 2019. Prior to her advisory career, she was a full-time student from 2016 to 2020. MassMutual 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 relationships using firm-approved analytical tools and offers event-driven planning programs such as divorce, estate settlement, and employer-sponsored planning.
Robert F
CFP®, Series 63, Series 65
Radnor, PA
Mass Mutual Investors Services
Robert Fitzmaurice Jr. is a CERTIFIED FINANCIAL PLANNER™ with 38 years of industry experience. He is affiliated with Mass Mutual Investors Services and has worked at First Financial Advisers, LLC since 2002 and MML Investors Services, Inc. since 1989. Outside of his advisory role, he is involved in life and health insurance sales. 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 programs, with planning engagements structured as annual, collaborative relationships.
Scott W
ChFC®, Series 63, Series 65
Radnor, PA
Mass Mutual Investors Services
Scott Warshaw is a financial advisor with Mass Mutual Investors Services in Radnor, PA, holding the ChFC® designation and Series 63 and 65 licenses. He has 25 years of industry experience, including over 21 years with MML Investors Services, Inc. and MassMutual Life Insurance Company. Outside of advising, Warshaw also works as a sales agent specializing in dental, health, life, and disability insurance for individuals and groups. MML Investors Services, LLC is a subsidiary of MassMutual 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 supported by analytical tools, with optional implementation through brokerage or insurance arrangements.
Garrett F
Series 66
Radnor, PA
Mass Mutual Investors Services
Garrett Flasinski is a financial advisor with Mass Mutual Investors Services in Radnor, PA, holding a Series 66 designation and 11 years of industry experience. He has been with MML Investors Services since 2015 and with MassMutual since 2014. MML Investors Services, LLC, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved tools and structured annual planning engagements.
Jacob C
Series 66
Radnor, PA
Mass Mutual Investors Services
Jacob Castaneda is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and two years of industry experience. His prior roles include positions at Thrivent Financial, CUSO Financial Services, and Ardent Credit Union. Outside of finance, he owns ADEPTSTYLES, LLC, a clothing brand specializing in athleisure wear. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive planning that incorporates firm-approved analytical tools and maintains a range of asset management and educational programs.
Michael M
Series 63, Series 65
Radnor, PA
Mass Mutual Investors Services
Michael Melito is a financial advisor at Mass Mutual Investors Services in Radnor, PA, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Mass Mutual and its affiliated firms since 2012. 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 programs, emphasizing collaborative, annual planning relationships using firm-approved analytical tools.
Paul F
ChFC®, Series 63, Series 66
Radnor, PA
Mass Mutual Investors Services
Paul Felix is a financial advisor with Mass Mutual Investors Services in Radnor, PA. He holds the ChFC® designation and Series 63 and 66 licenses, and has 24 years of industry experience. He has been with MML Investors Services Inc. and MassMutual since 2009. MML Investors Services, LLC operates as a subsidiary of MassMutual and provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers planned, ongoing financial relationships supported by firm-approved analytical tools and educational seminars.
David W
Series 65, Series 63
Radnor, PA
Mass Mutual Investors Services
David Weisman is a financial advisor with Mass Mutual Investors Services in Radnor, PA. He holds Series 65 and Series 63 licenses and has 26 years of industry experience. He has worked at MassMutual Life Insurance Company since 2018 and Mass Mutual Investors Services since 2017, with prior experience at Metlife Securities. 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, using firm-approved analytical tools to develop written recommendations in collaborative, ongoing planning engagements.
Rory S
Series 63, Series 65
Radnor, PA
Mass Mutual Investors Services
Rory Sullivan is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2015. Outside of his advisory role, he owns College & Capital Consultants, LLC, which provides educational consulting services to help families plan and pay for higher education through financial aid guidance and scholarship support. 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 ongoing financial planning, asset management, and educational seminars, using firm-approved tools to analyze client goals and make investment recommendations.
William L
Series 66
Radnor, PA
Mass Mutual Investors Services
William Laury Jr. is a financial advisor with Mass Mutual Investors Services and holds a Series 66 credential. He has 15 years of industry experience, including nine years at Northwestern Mutual Wealth Management Company. Outside of finance, he has been involved with Bryn Mawr College women's tennis. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented financial planning using firm-approved software tools.
Christopher O
Series 63, Series 65
Radnor, PA
Mass Mutual Investors Services
Christopher Otten is a financial advisor with Mass Mutual Investors Services in Radnor, PA, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has been with Mass Mutual Investors Services since 2013 and has worked with Massachusetts Mutual Life Insurance Company since 2011. Outside of advisory work, he is also a sales agent for individual life, health, group life, and group health insurance. 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 employs collaborative, software-driven planning processes and offers specialized planning programs including estate-settlement and employer-sponsored planning.
Gina M
Series 63, Series 65
Radnor, PA
Mass Mutual Investors Services
Gina Maiden is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and three years of industry experience. She has worked at MML Investors Services since 2018 and has been associated with Robert W. Fitzmaurice, Clu, CFP since 1998. 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, employing firm-approved analytical tools and structuring planning engagements as annual, collaborative relationships.
Phillip C
Series 66
Radnor, PA
Mass Mutual Investors Services
Phillip Chai is a financial advisor with Mass Mutual Investors Services in Radnor, PA. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Crestline Investors and Chai Consultancy. 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 ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software to analyze client goals and deliver written recommendations.
Troy C
Series 63, Series 65
Radnor, PA
Mass Mutual Investors Services
Troy Clements is a financial advisor with Mass Mutual Investors Services in Radnor, PA, holding Series 63 and Series 65 credentials and three years of industry experience. His prior work includes roles at Northwestern Mutual and PCS Retirement 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 offers financial planning, asset management, and educational seminars, with planning engagements structured as annual, collaborative relationships using firm-approved analytical tools.
Jeffrey F
Series 66, Series 63
Radnor, PA
Mass Mutual Investors Services
Jeffrey Filoon Sr. is a financial advisor with Mass Mutual Investors Services who holds Series 66 and Series 63 licenses and has six years of industry experience. His career includes roles at NYLIFE Securities LLC and New York Life Insurance Co, where he worked for five years. Outside of finance, he was involved with Three Monkeys Cafe from 2014 to 2020. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements supported by firm-approved analytical tools and includes specialized programs such as divorce planning and estate settlement services.
Donte L
CFP®, Series 63
Radnor, PA
Mass Mutual Investors Services
Donte Lloyd is a CFP® professional with 11 years of industry experience, currently with Mass Mutual Investors Services since 2019. He previously worked at Northwestern Mutual in various roles from 2013 to 2018. Outside of his advisory work, he serves as Treasurer of the Black Alumni Organization at the University of Delaware and owns an independent insurance business. MassMutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm’s approach includes collaborative, annual financial planning engagements supported by firm-approved analytical tools.
Caren L
Series 63, Series 65
Radnor, PA
Mass Mutual Investors Services
Caren Levine is a financial advisor with Mass Mutual Investors Services in Radnor, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. She has worked with MML Investors Services, Inc. since 1996 and with Massachusetts Mutual Life Insurance Company since 1995. Levine is also active as a life and health insurance agent. 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, utilizing firm-approved software and structured, collaborative planning engagements.
Matthew K
Series 63, Series 65
Radnor, PA
Mass Mutual Investors Services
Matthew Kochen is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 12 years of industry experience, including roles at Mass Mutual Insurance Company, Securities America Advisors, and New York Life Investments. 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 ongoing financial planning, asset management, and educational programs, with a focus on collaborative, goal-based planning using firm-approved analytical tools.
James W
Series 63, Series 65
Radnor, PA
Mass Mutual Investors Services
James Woodcock III is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and three years of industry experience. Prior to joining his current firm, he worked at NYLIFE Securities LLC and New York Life Insurance Co. He also has experience outside finance, including operating a restaurant and landscaping business, and a long tenure in education within the Daniel Boone School District. 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, and charitable organizations. The firm emphasizes annual, collaborative planning relationships and offers specialized programs such as divorce planning and employer-sponsored planning.
Samuel C
Series 63, Series 65
Radnor, PA
Mass Mutual Investors Services
Samuel Christie is a financial advisor with Mass Mutual Investors Services in Radnor, PA, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2015. Outside of his advisory role, he is involved in individual life and health insurance sales. MassMutual Investors Services 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 programs, utilizing firm-approved software and delivering written recommendations within annual, collaborative client engagements.
Jason T
Series 66
Radnor, PA
Mass Mutual Investors Services
Jason Thornton is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience, including prior roles at Keystone Financial Group and MassMutual Life Insurance Company. Before entering the financial services industry, he worked in education at the University of Delaware and Rustin High School. 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 financial planning, asset management, and educational seminars, utilizing firm-approved software and offering collaborative annual planning engagements.
Christine T
Series 65, Series 63
Radnor, PA
Mass Mutual Investors Services
Christine Topping is a financial advisor with Mass Mutual Investors Services in Radnor, PA, holding Series 63 and Series 65 licenses and nine years of industry experience. She has worked with Mass Mutual Investors Services since 2016 and with MassMutual Life Insurance Co since 2014. In addition to her advisory role, she is involved in individual life insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual planning engagements and various event-driven planning services.
Casey M
Series 66, Series 63
Radnor, PA
Mass Mutual Investors Services
Casey Mckee is a financial advisor at Mass Mutual Investors Services with Series 66 and Series 63 credentials and four years of industry experience. His prior work includes roles at Brighthouse Financial, Vanguard Group, Santander Bank US, and BlackRock. Outside of finance, he has experience in the hospitality industry, having worked at Iron Hill Brewery and On the Border Mexican Cantina. 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 offers collaborative, annual financial planning engagements using firm-approved tools and also conducts educational seminars.
Michael A
Series 63, Series 65
Radnor, PA
Mass Mutual Investors Services
Michael Abruzzo is a financial advisor with Mass Mutual Investors Services in Radnor, PA, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual Life Insurance Company since 2005. Outside of his advisory role, he is also a licensed life and health insurance sales agent. 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, ongoing planning relationships and various investment programs.
Kyle F
Series 66
Radnor, PA
Mass Mutual Investors Services
Kyle Frechette is a financial advisor with Mass Mutual Investors Services in Radnor, PA. He holds a Series 66 designation and has eight years of industry experience. His prior roles include positions at Morgan Stanley and a year working independently before joining MassMutual in 2019. MassMutual 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 collaborative, annual financial planning engagements and a range of investment programs, including educational seminars.
Matthew A
Series 63, Series 65
Radnor, PA
Mass Mutual Investors Services
Matthew Asciutto is a financial advisor with Mass Mutual Investors Services in Radnor, PA. He holds Series 63 and Series 65 credentials and has 12 years of industry experience. He has been with Mass Mutual Investors Services since 2013 and has also worked with MassMutual Life Insurance Company since 2011. 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 provides ongoing financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.
Michael H
Series 63, Series 65
Radnor, PA
Mass Mutual Investors Services
Michael Hartsough is a financial advisor with Mass Mutual Investors Services based in Radnor, PA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. Since 2014, he has been affiliated with MML Investors Services and Mass Mutual. MML 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, wrap and money-manager programs, and educational seminars.
Cameron F
Series 63, Series 65
Radnor, PA
Mass Mutual Investors Services
Cameron Flasinski is a financial advisor with Mass Mutual Investors Services based in Radnor, PA. He holds Series 63 and Series 65 licenses and has one year of industry experience. His prior work includes roles at MassMutual Life Insurance Company, Northwestern Mutual, Vector Marketing, and Wawa, Inc. He also spent over a decade working in educational institutions. Mass Mutual Investors Services is a subsidiary of MassMutual 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 delivers written recommendations without investment discretion.
Anna D
Series 63, Series 65
Radnor, PA
Mass Mutual Investors Services
Anna Dinh is a financial advisor at MassMutual Investors Services with six years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Pepsi before joining MassMutual in 2019. 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 offers collaborative, annual financial planning engagements supported by proprietary software and educational seminars.
Michael G
Series 66
Radnor, PA
Mass Mutual Investors Services
Michael Gibbons is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and one year of industry experience. Prior to joining the firm, he worked at LPL Enterprise and Pruco Securities, and spent seven years with Trek Bicycles as well as twenty years at Gibbons Fastag. Mass Mutual Investors Services, LLC is 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. The firm offers a collaborative planning approach using firm-approved software and generally recommends investment strategies rather than specific products.
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