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Kyle F

Series 66

State College, PA

Mass Mutual Investors Services

Kyle Funkhouser is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and one year of industry experience. His work history includes roles at MassMutual Life Insurance Company, LPL Enterprise, and Northwestern Mutual. Outside of his advisory roles, he has been involved with businesses such as Big Springs Spirits and The Corner Room. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs firm-approved tools and structured, collaborative planning processes, offering a range of event-driven planning services including recent additions like Divorce 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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Patrick M

Series 63, Series 65

State College, PA

Mass Mutual Investors Services

Patrick Mcdonough is a financial advisor with MassMutual Investors Services and holds the Series 63 and Series 65 designations. He has 35 years of industry experience, all with MassMutual and its affiliate MML Investors Services. Outside of finance, he is the owner of a music and singing business and is involved in an investment venture focused on gold re-mining and renewable energy. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager solutions, as well as 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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Brad B

Series 63, Series 65

State College, PA

Mass Mutual Investors Services

Brad Buterbaugh is a financial advisor with Mass Mutual Investors Services in State College, PA, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with Mass Mutual Life Insurance and its subsidiary MML Investors Services since 2000. MML Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser offering financial planning, asset management, and educational seminars to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements using firm-approved tools and generally recommends investment categories and strategies without discretionary authority.

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

Series 66

State College, PA

Mass Mutual Investors Services

John Berko is a financial advisor with MassMutual Investors Services and holds a Series 66 designation. He has been with the firm and its affiliates since 2026 and previously worked in various roles at Dell Technologies, Hard Rock Hotel, Kroger, and Penn State. 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 collaborative, annual financial planning engagements using firm-approved tools and supports 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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David B

CFP®, Series 63

State College, PA

Mass Mutual Investors Services

David Becker is a CFP® with 43 years of industry experience, currently serving at Mass Mutual Investors Services since 1991. He has held roles at both MML Investors Services, Inc. and MassMutual Life Insurance Company during his tenure. Becker is also registered as a life 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 financial planning, asset management, and educational seminars, structuring planning engagements as annual, collaborative 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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Scott M

CFP®, ChFC®, Series 66

State College, PA

Mass Mutual Investors Services

Scott Martin is a CFP® and ChFC® with 16 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services since 2009. He has worked with Mass Mutual/Wienken & Associates since 2008. Martin also holds a license as an insurance agent, focusing on life, disability, fixed equity life, long-term care, and fixed annuities. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, utilizing collaborative, technology-supported 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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Mark W

Series 63

State College, PA

Mass Mutual Investors Services

Mark Wasikonis is a financial advisor at Mass Mutual Investors Services with 42 years of industry experience. He has been associated with MML Investors Services, Inc. since 1991 and MassMutual Life Insurance Co. since 1983. His credentials include the Series 63 designation. 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 ongoing financial planning, asset management, and educational seminars, using firm-approved software 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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Noah H

Series 66

State College, PA

Mass Mutual Investors Services

Noah Hillegass is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience, beginning his finance career with MassMutual Life Insurance Co. Prior to entering the financial sector, he worked at Penn State University and the Chestnut Ridge School District. 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 to support annual, collaborative planning relationships.

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

Series 63

State College, PA

Mass Mutual Investors Services

William Liberman is a financial advisor with Mass Mutual Investors Services in State College, PA, holding a Series 63 designation and 38 years of industry experience. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 1991. Outside of his financial services career, he is the owner of O, Inc., a graphic design and illustration 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’s approach includes collaborative, annual financial planning engagements supported by 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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Andrew R

Series 66

State College, PA

Mass Mutual Investors Services

Andrew Riley is a financial advisor with MassMutual Investors Services in State College, PA, holding a Series 66 designation and eight years of industry experience. He has been with MassMutual and its affiliated entities since 2018. Prior to his advisory role, he spent seven years with Victory Sports & Fitness. 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 emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers 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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Bret B

CFP®, Series 63

State College, PA

Mass Mutual Investors Services

Bret Buterbaugh is a CFP®-designated financial advisor with Mass Mutual Investors Services, where he has worked since 1991, totaling 37 years of industry experience. He is based in State College, PA. Outside of his advisory role, he is involved in managing real estate investments through several personal and partnership ventures. 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 financial planning using firm-approved analytical tools and offers various programs including money-manager and wrap fee options.

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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Kyle B

ChFC®, Series 66

State College, PA

Mass Mutual Investors Services

Kyle Buterbaugh is a financial advisor at MassMutual Investors Services with 11 years of industry experience. He holds the ChFC® designation and the Series 66 license. Prior to his current role, he served in the United States Air Force reserves from 2010 to 2018. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser affiliated with MassMutual, providing 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 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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Eric T

Series 66

State College, PA

Mass Mutual Investors Services

Eric Toggart is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 18 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2007. 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 tools to deliver collaborative, goal-based 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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Addison B

Series 66

State College, PA

Mass Mutual Investors Services

Addison Bartlett is a financial advisor with Mass Mutual Investors Services in State College, PA, holding a Series 66 credential and 12 years of industry experience. He has worked with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2014. 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, focusing on collaborative, goal-oriented engagements 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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Mark T

Series 63, Series 66

State College, PA

Mass Mutual Investors Services

Mark Taverno is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and having 14 years of industry experience. His career includes roles at TD Ameritrade and SCOTTRADE prior to joining Mass Mutual in 2019. 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, with a focus on collaborative, goal-oriented planning using firm-approved analytical tools.

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

Series 66

State College, PA

Mass Mutual Investors Services

Zikun Cai is a financial advisor with Mass Mutual Investors Services in State College, PA, holding a Series 66 designation and seven years of industry experience. He has been with MML Investors Services and MassMutual since 2017, with prior experience at Penn State University. 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 emphasizes collaborative, annual financial planning engagements using software tools to analyze 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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Charles D

Series 63

State College, PA

Mass Mutual Investors Services

Charles Dreibelbis is a financial advisor with Mass Mutual Investors Services in State College, PA, holding a Series 63 designation and 43 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 1991. MML 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 utilizes firm-approved software for analysis and offers event-driven planning programs including 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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Jared L

Series 66

State College, PA

Mass Mutual Investors Services

Jared Lourdon is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and one year of industry experience. His work history includes roles at MassMutual Life Insurance Company, MML Investors Services, LLC, Weinken Wealth Management, and prior positions outside the financial sector in healthcare and manufacturing. MML Investors Services, LLC 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, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements supported by firm-approved software 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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Bree M

Series 66

State College, PA

Mass Mutual Investors Services

Bree Musser is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and three years of industry experience. Prior to joining the financial services industry, she worked for ten years at Stover's Furniture. Outside of her advisory role, she owns and operates Musser Farms Lamanchas, a dairy goat farm specializing in raising and showing dairy goats. 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 services, with financial planning engagements structured as annual, collaborative relationships.

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

Series 63, Series 65

State College, PA

Mass Mutual Investors Services

Adam Duff is a financial advisor with Mass Mutual Investors Services in State College, PA. He holds Series 63 and Series 65 credentials and has 23 years of industry experience. Duff has been with MML Investors Services and Mass Mutual Financial Group since 2004. Outside of his advisory role, he works as an insurance agent for individual and group life and health products as well as fixed annuities. 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 financial planning engagements and offers a range of programs including educational seminars 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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Terry V

Series 63

State College, PA

Mass Mutual Investors Services

Terry Varner is a financial advisor with Mass Mutual Investors Services in State College, PA, holding a Series 63 designation and 43 years of industry experience. He has been with Massachusetts Mutual Life Insurance Company and Mass Mutual Investors Services since 1997. MML 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 financial planning engagements supported by firm-approved analytical tools, along with specialized programs including estate-settlement, employer-sponsored planning, and a standalone Divorce Planning service.

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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Chris H

Series 63, Series 66

State College, PA

Mass Mutual Investors Services

Chris Hosterman is a financial advisor with Mass Mutual Investors Services in State College, PA, holding Series 63 and Series 66 designations and possessing 21 years of industry experience. He has been with MML Investors Services, Inc. and Mass Mutual Financial Group since 2004. 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, and educational seminars, using firm-approved software and structured, 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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Michael W

Series 63, Series 65

State College, PA

Mass Mutual Investors Services

Michael Weaverling is a financial advisor with Mass Mutual Investors Services in State College, PA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1996. 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 planning engagements using firm-approved tools and also features specialized programs including divorce planning, 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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