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Melinda A

Series 66

San Antonio, TX

Mass Mutual Investors Services

Melinda Adams is a Series 66-licensed financial advisor with MassMutual Investors Services in San Antonio, TX, and has five years of industry experience. She has worked at MassMutual Investors Services since 2020 and at MassMutual Life Insurance Company since 2019. Outside of her advisory role, she owns Exit With Purpose, a financial coaching business that focuses on budgeting, saving, debt management, and helping clients prepare to exit their businesses. MassMutual Investors Services, a broker-dealer and SEC-registered investment adviser 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 financial planning engagements supported by firm-approved analytical tools and offers a range of educational programs and event-driven 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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Parth R

Series 66

San Antonio, TX

Mass Mutual Investors Services

Parth Rana is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 designation and 18 years of industry experience. He has worked at MML Investors Services Inc since 2007 and Massachusetts Mutual Life Insurance Company since 2006. In addition to his advisory role, Rana provides business consulting and exit planning services to help business owners prepare for future sales of their companies. 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 financial planning, asset management, and educational seminars, emphasizing 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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Diana S

Series 63, Series 65

San Antonio, TX

Mass Mutual Investors Services

Diana Scheel is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 65 licenses and with 22 years of industry experience. She has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2005. In addition to her advisory role, she works as a life insurance 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, annual financial planning engagements using firm-approved analytical 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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Michael C

Series 66

San Antonio, TX

Mass Mutual Investors Services

Michael Conrad is a financial advisor with Mass Mutual Investors Services in San Antonio, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles in healthcare rehabilitation and transportation. 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 various programs and educational seminars with a structured, collaborative approach to financial 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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Cesar C

Series 63, Series 65

San Antonio, TX

Mass Mutual Investors Services

Cesar Canizalez is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has been with MML Investors Services since 2013 and concurrently affiliated with Mass Mutual Life Insurance Company since 2012. Outside of his advisory role, he is also engaged as an insurance broker providing life, disability, long-term care, fixed annuities, and health insurance products. 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 programs, structuring planning engagements as annual, collaborative relationships that utilize 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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Donovan F

Series 63, Series 65

San Antonio, TX

Mass Mutual Investors Services

Donovan Fikes is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with MML Investors Services, Inc. and Mass Mutual Life Insurance Company since 2000. Outside of advisory work, he consults on spinal cord injury life issues based on over two decades of personal experience as a quadriplegic. 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, asset management, and educational seminars, using firm-approved software to deliver 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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Peter L

ChFC®, Series 63

San Antonio, TX

Mass Mutual Investors Services

Peter Lewis is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding the ChFC® designation and Series 63 license. He has 38 years of industry experience and has been with MML Investors Services since 1987 and MassMutual Life Insurance Company since 1986. He also manages an individual life and health insurance business on the side. 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 technology and structured, collaborative client 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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Charles M

Series 63

San Antonio, TX

Mass Mutual Investors Services

Charles Matt is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 63 designation and bringing 32 years of industry experience. He has been associated with Mass Mutual Investors Services and MassMutual Life Insurance Co since 1997 and serves as an adjunct faculty member at the University of the Incarnate Word. Matt also teaches graduate-level theology as an adjunct professor at the Oblate School of Theology and has been a workshop presenter for the Archdiocese of San Antonio. 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 and educational seminars to support collaborative, goal-based financial 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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Todd C

Series 66

San Antonio, TX

Mass Mutual Investors Services

Todd Cox is a financial advisor with Mass Mutual Investors Services in San Antonio, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Thrivent Investment Management Inc., NYLife Securities LLC, and a decade of self-employment. 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 an emphasis on collaborative, goal-focused 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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Liam B

Series 66

San Antonio, TX

Mass Mutual Investors Services

Liam Brennan is a financial advisor at Mass Mutual Investors Services with a Series 66 designation and one year of industry experience. He has held positions at MassMutual Life Insurance Company and operates Tillis Consulting & Contracting, LLC. 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 supported by firm-approved software tools and also delivers event-driven planning programs 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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Oran T

Series 63, Series 65

San Antonio, TX

Mass Mutual Investors Services

Oran Tsakopulos III is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been associated with MassMutual Life Insurance Company and Mass Mutual Investors Services since 2000. Outside of his advisory role, he works as a sales agent specializing in individual and group life and health insurance. 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 planning through collaborative, annual engagements using firm-approved software tools, with additional services including 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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Brian W

Series 66

San Antonio, TX

Mass Mutual Investors Services

Brian West is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 designation. He has one year of industry experience, previously working at Rackspace Technology and Apple. 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 provides ongoing financial planning, asset management, and educational seminars, using firm-approved software and a collaborative annual planning process.

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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Javier P

Series 66

San Antonio, TX

Mass Mutual Investors Services

Javier Perez Jr. is a financial advisor with MassMutual Investors Services in San Antonio, TX, holding a Series 66 designation and four years of industry experience. Prior to joining MassMutual Investors Services, he worked with MassMutual Insurance Company and has been the founder of Seven Ages Media, a media consulting and production company, since 2018. His media work includes enhancing social media strategies and producing and editing content. 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 seminars, employing firm-approved software and collaborative annual planning processes.

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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Lucas V

Series 63, Series 66

San Antonio, TX

Mass Mutual Investors Services

Lucas Vasquez is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 66 credentials. He has four years of industry experience, including roles at MML Investors Services, Capital Strategies, MassMutual Life Insurance Co, AXA Advisors, and 49 Financial. 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 using firm-approved analytical tools and delivers written recommendations, 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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Craig C

Series 63, Series 65

San Antonio, TX

Mass Mutual Investors Services

Craig Cross is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. His career includes roles at MML Investors Services, MassMutual Life Insurance Company, Citigroup, and Frost Brokerage Services. 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, using firm-approved tools to analyze client goals and provide 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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Thomas G

CFP®, ChFC®, Series 63

San Antonio, TX

Mass Mutual Investors Services

Thomas Gallagher is a financial advisor with Mass Mutual Investors Services in San Antonio, TX. He holds the CFP® and ChFC® designations and has 27 years of industry experience. His prior roles include positions at MML Distributors, LLC and Mass Mutual Life Insurance. 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 provides financial planning, asset management, and educational seminars, utilizing firm-approved software tools 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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Hunter W

Series 65, Series 63

San Antonio, TX

Mass Mutual Investors Services

Hunter Weilbacher is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 65 licenses and possessing one year of industry experience. His work history includes roles at MassMutual Life Insurance Co, Guardian, and New York Life, along with entrepreneurial experience owning and operating Weilbacher Brewery, LLC until its closure. He also works part-time as a delivery driver. 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 offers collaborative, annually structured financial planning engagements using firm-approved analytical tools 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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Braxton S

Series 65, Series 63

San Antonio, TX

Mass Mutual Investors Services

Braxton Stofferahn is a financial advisor at Mass Mutual Investors Services with Series 65 and Series 63 credentials and five years of industry experience. He has worked at MML Investors Services, Mass Mutual Life Insurance Company, Hornor, Townsend & Kent LLC, and Penn Mutual Life Insurance Company. In addition to his advisory role, he is an agent and owner involved in outside sales of life, disability, and health insurance products. 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 a range of programs including wrap and money-manager solutions, with a focus on annual, collaborative financial 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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Vincent H

Series 66

San Antonio, TX

Mass Mutual Investors Services

Vincent Hu is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds the Series 66 designation and has worked at MML Investors Services LLC and Mass Mutual Life Insurance Company since 2024. Outside of his financial advisory role, Vincent is involved in the restaurant industry and serves as a FIBA-certified basketball agent and a consultant focused on global basketball relations. 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, and charitable organizations. The firm offers structured financial planning engagements using firm-approved software and a range of 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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Jason D

Series 66

San Antonio, TX

Mass Mutual Investors Services

Jason Duelm is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 designation and bringing 26 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual since 2000. 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 financial planning, asset management, and educational seminars, using collaborative, goal-based planning tools and offering event-driven planning services such as divorce, estate settlement, and employer-sponsored 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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Rocco B

Series 66

San Antonio, TX

Mass Mutual Investors Services

Rocco Bonazza is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and four years of industry experience. He has worked at MML Investor Services, LLC and Mass Mutual Life Insurance Company since 2021 and previously spent 14 years at HEB. Outside of his advisory role, he is also involved in outside insurance sales focusing on life, disability, and health insurance. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved tools to deliver collaborative, 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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Ryan H

Series 63, Series 65

San Antonio, TX

Mass Mutual Investors Services

Ryan Hamman is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 2013. In addition to his work at MassMutual, he advises clients through Hamman and Hamman Wealth Management, a pass-through entity focused on advisory-based accounts. 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, utilizing firm-approved software to deliver written recommendations tailored to clients’ goals and risk tolerances.

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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Julian M

Series 66

San Antonio, TX

Mass Mutual Investors Services

Julian Mathews is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has worked with MassMutual and its subsidiaries since 2021. Outside of his advisory role, Mathews serves on the board of directors for Students of Service, a nonprofit focused on supporting students and the community. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers a range of planning programs and educational seminars, emphasizing collaborative, goal-based financial advice.

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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Scott W

ChFC®, Series 63, Series 66

San Antonio, TX

Mass Mutual Investors Services

Scott Werner is a financial advisor with Mass Mutual Investors Services, holding the ChFC® designation and Series 63 and 66 licenses. He has 25 years of industry experience, including prior roles with MetLife Securities Inc. and MassMutual Life Insurance Company. Outside of financial advising, Werner is an independent insurance agent and a partner in MPSW Enterprises, 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, employing firm-approved software and collaborative planning approaches.

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 T

Series 66

San Antonio, TX

Mass Mutual Investors Services

Patrick Taylor is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 license and 18 years of industry experience. He has been with Mass Mutual Investors Services since 2007 and with Mass Mutual Financial Group since 2005. Outside of his advisory role, Taylor owns and operates a business coaching and strategic planning firm that provides goal-setting and leadership development services to business owners. 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 programs with a focus on collaborative, goal-oriented 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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Carmen C

Series 66

San Antonio, TX

Mass Mutual Investors Services

Carmen Corona is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 designation and 14 years of industry experience. She has been affiliated with MML Investor Services since 2011 and MassMutual Life Insurance Company since 2005. 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, employing collaborative, goal-oriented planning supported by proprietary software and offering specialized services 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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Jeremy M

Series 66

San Antonio, TX

Mass Mutual Investors Services

Jeremy Mandel is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 designation and 18 years of industry experience. His previous roles include positions at Sequent Planning, LLC and ProEquities, Inc., as well as ongoing involvement with Futurity First Insurance Group since 2013. 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 software and structured 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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Pamela G

ChFC®, Series 63

San Antonio, TX

Mass Mutual Investors Services

Pamela Green is a Certified Financial Counselor (ChFC®) with 36 years of industry experience. She has been with MassMutual Investors Services since 2007, serving clients from San Antonio, TX. 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 comprehensive financial planning, asset management, and educational seminars, focusing on collaborative, goal-based strategies without discretionary authority over client investments.

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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Francis L

Series 66

San Antonio, TX

Mass Mutual Investors Services

Francis Leidinger is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 designation and four years of industry experience. His background includes service in the US Army for 20 years and roles at First Command, New York Life, and Eagle Strategies prior to joining Mass Mutual. Outside of financial advising, he is involved in a family trucking business handling bookkeeping and also holds a minority interest in an oil well investment. 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 comprehensive planning using firm-approved software and educational seminars, with a focus on recommending investment strategies rather than specific products.

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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Jason P

Series 63, Series 65

San Antonio, TX

Mass Mutual Investors Services

Jason Parker is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017 and MetLife Resources from 2006 to 2017. Outside of his advisory role, he is a partner in a family LLC formed to sell inherited land. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses firm-approved software to analyze client goals and provides recommendations through ongoing, 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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Darren S

Series 66

San Antonio, TX

Mass Mutual Investors Services

Darren Scrimpshire is a financial advisor with MassMutual Investors Services in San Antonio, TX, holding a Series 66 credential and 24 years of industry experience. He has been with MML Investor Services Inc. since 2010 and MassMutual Life Insurance Company since 2009. Outside of his advisory role, he owns Scrimpshire & Associates, LLC, a leadership consulting business, and is involved in managing small commercial office properties through Syncrho Properties LLC. 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, structuring planning engagements as annual, collaborative relationships using firm-approved tools to analyze 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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Scott T

Series 66

San Antonio, TX

Mass Mutual Investors Services

Scott Talbott is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 credential and 16 years of industry experience. He has been with MML Investor Services, LLC and MassMutual Life Insurance Company since 2009. Outside of financial services, he owns TWI, LLC, which organizes and promotes martial arts tournaments. 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 client engagements as annual relationships that use firm-approved software tools to analyze 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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Michael G

Series 63, Series 65

San Antonio, TX

Mass Mutual Investors Services

Michael Gonzalez is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and also works with MSI Financial Services and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he is an independent insurance agent specializing in life, accident, health, Medicare-related products, and property and casualty 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 comprehensive financial planning, asset management, and educational seminars, focusing on collaborative, goal-driven planning and offering event-specific services 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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George B

ChFC®, Series 63, Series 65

San Antonio, TX

Mass Mutual Investors Services

George Becknell III is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 38 years of industry experience, primarily with MML Investors Services, Inc. and MassMutual Life Insurance Company. In addition to his advisory role, he is engaged in outside insurance sales specializing in life, disability, health, and group health insurance. MML Investors Services, LLC, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning, asset management, and educational seminars. The firm emphasizes collaborative planning relationships and utilizes approved software tools to analyze client goals, offering a range of investment strategies and specialized 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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Paxton S

CFP®, ChFC®, Series 66

San Antonio, TX

Mass Mutual Investors Services

Paxton Smith Jr. is a financial advisor with Mass Mutual Investors Services in San Antonio, TX. He holds CFP® and ChFC® designations and has 10 years of industry experience. Prior to joining Mass Mutual in 2018, he worked at Sequent Planning, LLC, ProEquities, Inc., and Futurity First. Outside of his advisory role, he teaches informational Medicare classes through local school districts and is involved in efforts to make financial services accessible to the deaf community through his insurance brokerage activities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning engagements and provides a range of programs including educational seminars and event-driven 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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Stephen C

Series 63, Series 65

San Antonio, TX

Mass Mutual Investors Services

Stephen Collins is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 65 licenses and possessing 31 years of industry experience. He has been associated with MML Investors Services LLC since 2000 and MassMutual since 1999. Outside of his advisory role, Collins serves on the board of trustees for the South Texas Leukemia and Lymphoma Society and chairs the National Advancement Committee for a cancer research nonprofit. He also participates as an investment advisory committee member for the City of San Antonio and is president of an LLC that owns his private airplane. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser under MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning through collaborative engagements, utilizing firm-approved analytical tools, with implementation options involving 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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Nicholas O

Series 66

San Antonio, TX

Mass Mutual Investors Services

Nicholas Olivares is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 designation and four years of industry experience. He has been with Mass Mutual Investors Services since 2021 and has also worked at MassMutual Life Insurance Company since 2020. 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 uses firm-approved software to support planning and offers various 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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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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