Jeremy Cook is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 18 years of industry experience. He previously worked at Metlife Securities Inc for 10 years and has been with Mass Mutual Investors Services since 2017. Outside of his advisory role, he is an independent insurance agent licensed to sell life, accident, health, and property & 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 ongoing financial planning, asset management, and educational seminars, using firm-approved software tools to analyze client goals and deliver written recommendations.

Jesus Pineda is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with Generational Financial Partners, Eagle Strategies, and New York Life Insurance Company. Outside of his advisory role, he is an active member of the West Valley Mavericks Foundation, assisting with fundraising and community events, and serves on his local HOA board. 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 seminars delivered through annual, collaborative client relationships.

Timothy Whitney is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding a Series 63 designation and 22 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Resources from 2006 to 2017. Additionally, he operates as an independent insurance agent specializing in life, accident, health, disability, fixed annuities, and Medicare-related 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 seminars, focusing on collaborative, annual planning relationships that utilize firm-approved tools to develop customized recommendations.

Matthew Martinez III is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Packerland Brokerage Services and Dimensional Financial Services, Inc., where he has worked for over two decades. In addition to his advisory work, he is involved in several life insurance and annuity sales activities through related businesses. MassMutual 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 and asset management using firm-approved software, offering a range of planning programs including recent additions such as Divorce Planning.

Martin Battock is a financial advisor with MassMutual Investors Services in Scottsdale, AZ, holding a Series 63 designation and 45 years of industry experience. His career includes long-term roles at MetLife Securities Inc. and Metropolitan Life Insurance Company from 1999 to 2017, as well as ongoing involvement with Eq Financial Consultants, Inc. since 1979. He also assists existing clients with life and health insurance coverage through his role at Battock Wealth Management Group. 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 a range of programs including wrap and money-manager options and educational seminars, structuring planning engagements as annual, collaborative relationships that use firm-approved analytical tools.

Peter Colianni is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His career includes nearly two decades at Metlife Securities Inc. before joining Mass Mutual in 2016. Outside of his advisory role, he manages two condominium buildings as an administrator. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements supported by software tools and provides various educational programs.

Jordan Chapman is a financial advisor at Mass Mutual Investors Services in Scottsdale, AZ, holding a Series 66 designation with two years of industry experience. Prior to his current role, he served five years in the US Army and worked in higher education at Arizona State University and Pierce College. 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, delivering collaborative, goal-focused planning using firm-approved analytical tools.

Reynaldo Martinez Jr is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. He holds Series 63 and Series 66 designations and has worked with MassMutual life Insurance Company since 2016, as well as MetLife Securities from 2015 to 2017. Martinez also serves as president of Pursuant Financial Inc., an S-Corporation focused on service and sales operations. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved software tools for goal analysis and offers collaborative, annual financial planning engagements.

Jonathan Mabb is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding a Series 63 designation and 21 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 12 years with Metlife Securities Inc. In addition to his advisory role, Mabb is also an agent in insurance sales, focusing on life, disability, long-term care, fixed annuities, and health products. 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, charitable organizations, and employers. The firm uses a collaborative, goal-oriented planning process supported by proprietary software and offers specialized programs, including divorce planning and event-driven estate and employer-sponsored planning.

Daniel Capote is a financial advisor with Mass Mutual Investors Services in Scottsdale, Arizona, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Mass Mutual Investors Services and its Greater Phoenix division since 2019, with prior experience at Mutual of Omaha and Bankers Trust. Capote serves as a board member for the Phoenix Rotary 100 Downtown Social Club and holds volunteer leadership roles with the Foothills Harley Owners Group and the University of Florida Alumni Association Desert Gators chapter. He also participates on the finance committee for the nonprofit Chrysalis. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals—including high-net-worth clients—business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing collaborative annual planning engagements that use firm-approved software tools to analyze client goals and recommend investment strategies.

Justin Simonini is a CFP® professional with three years of industry experience, currently affiliated with MassMutual Investors Services in Scottsdale, AZ. His prior roles include positions at JP Morgan Chase Bank and LPL Financial, and he is the founder of Saguaro Advising LLC. Outside of advisory work, he provides transportation services for physically disabled individuals. 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, asset management, and educational seminars, employing a collaborative, tools-driven approach to deliver tailored recommendations.

Michael Thomas is a financial advisor with Mass Mutual Investors Services, holding the ChFC® and Series 63 designations and bringing 43 years of industry experience. He previously spent nearly four decades at Metlife Securities Inc. and has been with MassMutual entities since 2016. Outside of advising, he is a principal of Southwest-Pacific Property & Casualty, LLC, an independent insurance agency. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs using firm-approved analytical tools, with a focus on collaborative, goal-oriented planning rather than discretionary investment management.

Jose Mora Lopez is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He began his financial services career in 2025 and has prior work experience in military service and customer service at Whole Foods Market. 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 financial planning and asset management programs that emphasize annual, collaborative client relationships using firm-approved analytical tools.

William Pfeifer III is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017, with prior roles at MassMutual Life Insurance Company and Metlife Securities Inc. Outside of his advisory role, he is a partner in a small business and operates an estate consulting service focused on assisting clients with wealth and estate planning documentation. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser 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 planning engagements using firm-approved analytical tools and supports a range of investment and planning programs.

Brian Urciuoli is a financial advisor at Mass Mutual Investors Services with 20 years of industry experience. He holds the CFP® and Series 66 designations and has worked with Mass Mutual-related firms since 2008. 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, wrap and money-manager programs, and educational seminars.

Jonathan Perry is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding a ChFC® designation and Series 63 license with 18 years of industry experience. He has worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2011. Outside of his advisory role, Perry owns a business selling artwork and collectables. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses technology-driven tools and provides event-driven planning programs alongside traditional investment advisory services.

Kai Arce is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and three years of industry experience. Prior to joining Mass Mutual Investors Services in 2021, he worked at MassMutual Life Insurance Co and United Parcel Service. 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 planning programs and educational seminars using firm-approved analytical tools to support collaborative, annual client relationships.

Victoria Thomas is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding a Series 63 designation and bringing 16 years of industry experience. Her career includes roles at Mass Mutual Investors Services since 2017 and MetLife Securities from 2010 to 2017. She also works as an independent insurance agent selling fixed annuities and various insurance products. MassMutual 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 provides collaborative, annual financial planning engagements and a range of programs including investment management and educational seminars.

Douglas Singer is a financial advisor with MassMutual Investors Services, holding Series 66 and Series 63 credentials and 24 years of industry experience. He has previously worked at firms including Nautica Asset Management LLC and Innovation Partners LLC. Singer is also involved in outside insurance sales as a broker focusing on life, long-term care, and fixed annuities. 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, charitable organizations, and employers. The firm offers educational seminars and uses firm-approved software to deliver written recommendations through annual, collaborative planning engagements.

Anthony Cisek is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ. He holds Series 63 and Series 65 licenses and has three years of industry experience. His prior work includes roles at Centaurus Financial, Liberty Solar, American Solar, and Sunpro Solar, as well as an 18-year tenure at Riviera Pools. 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, using firm-approved tools to develop written recommendations based on clients’ goals.

Eric Miller is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding a Series 66 designation and two years of industry experience. Prior to joining Mass Mutual in 2025, he worked at Edward Jones from 2023 to 2025. Outside of finance, he has been involved with organizations such as Britton Christian Church and Turning Point USA. Mass Mutual Investors Services, LLC is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements focused on collaborative, goal-based analysis using firm-approved tools.

Mitchell Mendel 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 Stratos Wealth Partners, LPL Financial LLC, and was self-employed before joining his current firm. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements and offers specialized programs including divorce planning and estate settlement services.

Jonathan Goldman is a financial advisor with Mass Mutual Investors Services in Scottsdale, Arizona. He holds a Series 66 designation and has six years of industry experience. Jonathan previously served in the Israeli Defense Forces and is the founder and CEO of Bridgebook, a business focused on buying and selling advisor books of business. 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 emphasizes annual collaborative planning engagements using firm-approved analytical tools and offers event-driven planning services such as divorce and estate settlement planning.

Sharon Perhac is a financial advisor at Mass Mutual Investors Services with 40 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at Merrill and Wells Fargo Advisors. Sharon is based in Scottsdale, AZ. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars, with planning engagements structured as ongoing annual relationships.