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Edward V

Series 63

Syracuse, NY

Mass Mutual Investors Services

Edward Vespa is a financial advisor with MassMutual Investors Services in Syracuse, NY, holding a Series 63 designation and having 42 years of industry experience. He has been with MassMutual Life Insurance Company and MassMutual Investors Services since 1996. Outside of advising, he is involved in sales of group life, group health, and disability insurance, as well as life insurance consulting. 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 programs, offering collaborative, goal-focused advisory relationships without discretionary investment 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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James M

Series 63

Syracuse, NY

Mass Mutual Investors Services

James Macri is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 42 years of industry experience. His career includes over three decades at Metlife Securities Inc. before joining MassMutual Life Insurance Co. and Mass Mutual Investors Services. 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, asset management, and educational programs, using 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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Samuel C

ChFC®, Series 63

Syracuse, NY

Mass Mutual Investors Services

Samuel Chavarria is a financial advisor with Mass Mutual Investors Services in Syracuse, NY, holding the ChFC® designation and Series 63 license with 20 years of industry experience. He previously worked at MetLife Securities Inc. and has been with Mass Mutual Investors Services since 2017. In addition to his advisory role, he is a partner at Limestone Advisory Services, LLC, where he oversees expenses, income, marketing, and general direction. 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, asset management programs, and educational seminars, focusing on collaborative, annual financial planning 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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Daniel R

Series 63

Syracuse, NY

Mass Mutual Investors Services

Daniel Rohnke is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 35 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously spent 11 years with MetLife Resources. In addition to his advisory role, he is also a licensed property and casualty and health insurance agent. 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 comprehensive financial planning, asset management, and educational programs with an emphasis on collaborative, 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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James V

Series 63

Syracuse, NY

Mass Mutual Investors Services

James Vavonese is a financial advisor with MassMutual Investors Services in Syracuse, NY. He holds a Series 63 designation and has 18 years of industry experience. He has been with MML Investors Services Inc and MassMutual Financial Group since 2009. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using client information and firm-approved tools to deliver ongoing, collaborative 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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Patricia B

Series 63

Syracuse, NY

Mass Mutual Investors Services

Patricia Brooks is a financial advisor at Mass Mutual Investors Services with 29 years of industry experience. She holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017, previously with Mass Mutual Life Insurance Company and MetLife Securities Inc. Outside of her advisory role, she is a business owner involved in the restaurant and bar industry as a partner at Talking Cursive Brewing Company in Syracuse, NY. 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 comprehensive financial planning, asset management, and educational seminars, focusing on collaborative, annual engagements tailored to clients' 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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Christopher D

Series 63

Syracuse, NY

Mass Mutual Investors Services

Christopher Decola is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and bringing 28 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2004. Outside of his advisory role, he serves as the mayor of Elbridge, New York, and is a board member of Jordan-Elbridge Dollars for Scholars. 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’s approach includes collaborative, annual financial planning engagements that utilize firm-approved analytical tools and offer various 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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Richard C

Series 63

Syracuse, NY

Mass Mutual Investors Services

Richard Cote Jr. is a financial advisor at Mass Mutual Investors Services with 35 years of industry experience. He holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017, with prior experience at Mass Mutual Life Insurance Company and MetLife Securities Inc. Outside of his advisory role, he and his wife run Spruce Hill Farm LLC as an Airbnb operation. 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, wrap and money-manager 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 C

Series 63

Syracuse, NY

Mass Mutual Investors Services

Brian Conboy is a financial advisor with Mass Mutual Investors Services in Syracuse, NY. He holds a Series 63 designation and has 13 years of industry experience. Since 2015, he has been with MML Investors Services and MassMutual. 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, wrap and money-manager 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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Andrew M

Series 63

Syracuse, NY

Mass Mutual Investors Services

Andrew Meyer is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 42 years of industry experience, having been with MML Investors Services since 1983. In addition to his advisory role, he is involved in life and health insurance sales. 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, and charitable organizations. The firm emphasizes collaborative, goal-oriented financial planning 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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Steven G

Series 66

Syracuse, NY

Mass Mutual Investors Services

Steven Grzelka is a financial advisor with Mass Mutual Investors Services in Syracuse, NY, holding a Series 66 designation and having 20 years of industry experience. He has been with Mass Mutual and its affiliated companies since 2016. Outside of his advisory role, Grzelka serves as a football and lacrosse official and is vice president of a tax planning and bookkeeping business. 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 emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and offers specialized services including divorce planning and event-driven 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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Donald K

Series 63

Syracuse, NY

Mass Mutual Investors Services

Donald Karlik is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 16 years of industry experience, including prior roles at MetLife Securities Inc. and Mass Mutual Life Insurance Company. Outside of advising, he is an insurance agent with Family First Life. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning and asset management 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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