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Gary C

Series 63

St. Augustine, FL

Mass Mutual Investors Services

Gary Conicella is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 35 years of industry experience. He previously worked at MetLife Securities Inc. and Metropolitan Life Insurance Company for over two decades. Conicella also maintains an outside insurance business focused on life, fixed annuities, and disability products. 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, structuring engagements as annual, collaborative relationships using advanced analytical tools to develop 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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Elliot B

Series 63, Series 65

St. Augustine, FL

Mass Mutual Investors Services

Elliot Barry is a financial advisor with Mass Mutual Investors Services in St. Augustine, FL, holding Series 63 and Series 65 credentials and possessing nine years of industry experience. He has been with Mass Mutual Investors Services since 2016 and has additional affiliation with MassMutual/First Financial Group starting in 2015. Outside of his advisory role, he is a founding partner of The Forward Financial Group, which offers solutions in both insurance and 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 provides financial planning, asset management, and educational seminars, offering event-driven planning 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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Arjun B

Series 63, Series 65

St. Augustine, FL

Mass Mutual Investors Services

Arjun Bhandari is a financial advisor with Mass Mutual Investors Services in St. Augustine, FL, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. His prior roles include positions at Deutsche Bank Securities Inc and New York Life Insurance Co. 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 emphasizes collaborative annual planning engagements and offers educational seminars alongside its investment 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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Robert K

Series 63

St. Augustine, FL

Mass Mutual Investors Services

Robert Kershner is a financial advisor at Mass Mutual Investors Services with 43 years of industry experience. He holds the Series 63 designation and has been with Mass Mutual Investors Services since 2017, following prior roles within the MassMutual organization dating back to 2002. Outside of his advisory work, he serves as an area chaplain and director for the Third Order Society of St. Francis, a nonprofit organization. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved software tools, and provides specialized planning programs including estate settlement and employer-sponsored planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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James B

Series 63, Series 65

St. Augustine, FL

Mass Mutual Investors Services

James Byrnes is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. He has 37 years of industry experience, including prior roles at Eagle Strategies, NYLife Securities, and Rosenblatt Securities. In addition to his advisory work, Byrnes is also licensed as an insurance broker, selling life, disability, property and casualty, long-term care insurance, and fixed annuities. 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 provides ongoing financial planning and asset management through structured, collaborative engagements using advanced planning 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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Brandon K

CFP®, Series 63, Series 65

St. Augustine, FL

Mass Mutual Investors Services

Brandon Kuhn is a CFP® professional with 13 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services since 2017. His prior experience includes roles at Metlife Securities Inc. and New England Securities. Outside of his advisory work, he is the owner of Atlantic Coast Financial LLC, an entity established to manage commissions from his investment advisory business. 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 emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and offers specialized programs including divorce planning and estate settlement 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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Tara E

Series 63, Series 66

St. Augustine, FL

Mass Mutual Investors Services

Tara Eulenfeld is a financial advisor at MassMutual Investors Services with 19 years of industry experience. She holds Series 63 and Series 66 credentials. Her prior work includes roles at The Glenn Planning Group and Princor Financial Services Corporation. She has been involved with The Glenn Planning Group beyond her advisory role, serving as an employee focused on group insurance products and as a director overseeing compensation audits and expense control. 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 delivers financial planning through structured, collaborative engagements using firm-approved analytical tools and offers specialized planning services including divorce, estate-settlement, and employer-sponsored planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Philip R

Series 63, Series 65

St. Augustine, FL

Mass Mutual Investors Services

Philip Rogero is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and possessing 14 years of industry experience. He has been with MML Investors Services since 2012 and associated with MassMutual Life Insurance Company since 2011. Rogero is also involved in insurance sales and service through his ownership of Rogero Wealth, LLC, which focuses on fixed insurance 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 emphasizes collaborative, ongoing planning relationships supported by firm-approved analytical tools and offers a range of programs including estate and employer-sponsored planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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