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Joshua R

Series 63, Series 65

Virginia Beach, VA

Mass Mutual Investors Services

Joshua Rockwell is a financial advisor with Mass Mutual Investors Services in Virginia Beach, VA. He holds Series 63 and Series 65 licenses and has 16 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2007. Outside of his advisory role, he is president of a business consulting firm focused on business continuation and succession planning and serves as a referral partner for fixed annuities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and related services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers 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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Malcolm T

Series 66

Virginia Beach, VA

Mass Mutual Investors Services

Malcolm Terrell is a financial advisor at Mass Mutual Investors Services with four years of industry experience. His prior roles include positions at Primerica Advisors and Guardian Life Insurance Company, along with nine years of service in the U.S. Navy. He is a Series 66 licensed professional and owns an investment-related 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, using firm-approved tools and collaborative 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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William D

CFP®, Series 63, Series 65

Virginia Beach, VA

Mass Mutual Investors Services

William Dudley III is a CFP® professional with 24 years of industry experience, currently serving at Mass Mutual Investors Services since 2022. His prior experience includes roles at Guardian Life Insurance Co and Primerica Advisors. Outside of his advisory work, he is involved as a partner in Patriots Paths, LLC, an organization focused on placing veterans transitioning from military service into civilian employment, and serves as treasurer/partner of a barbecue trailer business called Feast with The Beast. 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 employs structured, collaborative planning engagements using firm-approved analytical tools and offers a range of investment and 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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Brian J

Series 63, Series 66

Virginia Beach, VA

Mass Mutual Investors Services

Brian Jones II is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 66 credentials and two years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and its affiliated entities from 2024 to 2026. His background also includes roles outside finance at companies such as One View Inc and Outsell Inc. 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 ongoing financial planning and asset management, using firm-approved 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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Charles D

Series 63, Series 66

Virginia Beach, VA

Mass Mutual Investors Services

Charles Drescher is a financial advisor with MassMutual Investors Services and holds the Series 63 and Series 66 licenses. He has 18 years of industry experience and has worked at firms including Guardian Life Insurance Company and Park Avenue Securities. Drescher also operates his own business advisory and consulting firm, Crankset Group of Virginia. MassMutual 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 structures financial planning as ongoing annual relationships 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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Penny C

Series 63, Series 65

Virginia Beach, VA

Mass Mutual Investors Services

Penny Crowell is a financial advisor at Mass Mutual Investors Services with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Mass Mutual and its affiliates since 1999. In addition to her advisory role, Crowell is involved in the sale of individual life and health 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 offers financial planning, asset management, and educational programs, with an emphasis on collaborative goal analysis and a range of investment 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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William H

Series 63, Series 65

Virginia Beach, VA

Mass Mutual Investors Services

William Haycox Jr. is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience since 1987. Based in Virginia Beach, VA, he has additional roles in life and health insurance sales, life settlements, structured settlements, and goal-setting consulting for business owners. He is also president of a local real estate company. 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 advisory relationships as ongoing, collaborative engagements with tailored 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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Caleb H

Series 63, Series 65

Virginia Beach, VA

Mass Mutual Investors Services

Caleb Hunt is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses and one year of industry experience. He has worked at multiple financial and banking institutions, including JPMorgan Chase Bank and J.P. Morgan Securities. 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 structured, collaborative financial planning engagements using proprietary software 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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David Z

Series 66

Virginia Beach, VA

Mass Mutual Investors Services

David Zacharias is a financial advisor with Mass Mutual Investors Services in Virginia Beach, VA, holding a Series 66 designation and eight years of industry experience. His prior work includes roles at Park Avenue Securities LLC and Guardian Life Insurance Co of America. Outside of his advisory role, he is president of a real estate consulting business. 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, and educational seminars using firm-approved analytical tools and typically recommends 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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Steven S

Series 66

Virginia Beach, VA

Mass Mutual Investors Services

Steven Sykes is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and 16 years of industry experience. He has worked at several firms, including MassMutual Life Insurance Company, MML Investors Services, Cetera, Langley Federal Credit Union, and UBS Financial Services. Outside of his advisory role, he is involved as a partner in a real estate investment business and owns a lawn care service. MassMutual Investors Services operates as 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 uses collaborative, software-supported planning methods and provides a range of event-driven planning 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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Edmond J

Series 63, Series 65

Virginia Beach, VA

Mass Mutual Investors Services

Edmond Johnson III is a financial advisor with MassMutual Investors Services and holds Series 63 and Series 65 licenses. He has 45 years of industry experience, including 30 years at MassMutual Investors Services and 10 years with MassMutual Life Insurance Company. In addition to his advisory role, he consults with owners of closely held family businesses on succession planning. MassMutual Investors Services, LLC serves individual and institutional clients including high-net-worth individuals, business owners, and charitable organizations, offering financial planning, asset management, and educational programs. The firm emphasizes collaborative, tailored financial 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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Corey J

Series 66

Virginia Beach, VA

Mass Mutual Investors Services

Corey Jones is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. He has worked at multiple firms, including MML Investors Services and MassMutual Life Insurance Co, and owns CRJ Construction, where he provides bookkeeping services. 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 analytical tools 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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Robert P

Series 63, Series 65

Virginia Beach, VA

Mass Mutual Investors Services

Robert Pickett is a financial advisor with MassMutual Investors Services in Virginia Beach, VA. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, including 10 years at MassMutual Investors Services and Massachusetts Mutual Life Insurance Co. He is president of Pickett Financial Services LLC, where he manages the brokerage business for First Financial Group and engages in insurance sales, financial planning, and investment management. 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 ongoing financial planning, asset management, and educational seminars using firm-approved software and event-driven planning 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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Connor D

Series 66

Virginia Beach, VA

Mass Mutual Investors Services

Connor Davis is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he is involved in insurance sales through his own firm, CW Strategies 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 provides ongoing financial planning, asset management, and educational seminars, focusing on collaborative, annual planning relationships that utilize 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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Reid B

Series 66

Virginia Beach, VA

Mass Mutual Investors Services

Reid Barber is a financial advisor with Mass Mutual Investors Services in Virginia Beach, VA, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Primerica Advisors and Guardian Life Insurance Company. Outside of advisory services, he manages an LLC used for outside insurance sales and acts as an insurance agent specializing in life, disability, and long-term care coverage. 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 and asset management using firm-approved tools, with a focus on collaborative goal analysis and 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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Ralph S

Series 63, Series 66

Virginia Beach, VA

Mass Mutual Investors Services

Ralph Sabine is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2011. Outside of his advisory role, he manages timber and land holdings in Isle of Wight County, Virginia, through a family partnership. 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, focusing on collaborative, goal-based 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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Akeem P

Series 66

Virginia Beach, VA

Mass Mutual Investors Services

Akeem Prosser is a financial advisor with Mass Mutual Investors Services in Virginia Beach, VA, holding a Series 66 designation and 16 years of industry experience. He previously worked at Bank of America and Merrill before joining Mass Mutual in 2018. Outside of his advisory role, Prosser serves as a pastor and teaches courses at a local church, and he is a board member and co-treasurer of a nonprofit organization that builds tiny homes for disaster victims. Mass Mutual Investors Services operates as an SEC-registered broker-dealer and investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers specialized 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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Leslie M

CFP®, Series 63, Series 65

Virginia Beach, VA

Mass Mutual Investors Services

Leslie Morgan is a CFP® professional with 20 years of experience in the financial services industry. She is currently affiliated with Mass Mutual Investors Services and MassMutual Life Insurance Company, having previously worked with Primerica Advisors and Guardian Life Insurance Company of America. Morgan serves on the board of advisors for the CT3 Foundation, a nonprofit organization involved in event planning and coordinating charitable donations. 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 utilizing firm-approved software and delivers written recommendations focused on investment categories and 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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Phillip D

Series 63, Series 65

Virginia Beach, VA

Mass Mutual Investors Services

Phillip Deyerle is a financial advisor at Mass Mutual Investors Services in Virginia Beach, VA. He holds Series 63 and Series 65 credentials and has experience in both the insurance and financial services industries, including prior roles at MassMutual Life Insurance Co. and MML Investors Services, LLC, as well as earlier positions at the University of Virginia and The Lycra Company. MassMutual 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 emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and provides a range of investment and event-driven planning 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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Shahzeib P

Series 65, Series 66

Virginia Beach, VA

Mass Mutual Investors Services

Shahzeib Parvez is a financial advisor with Mass Mutual Investors Services in Virginia Beach, VA, holding Series 65 and Series 66 licenses and bringing 18 years of industry experience. His prior roles include positions at Park Avenue Securities LLC, Guardian Life Insurance Company, and Oppenheimer & Co, Inc. He serves on several nonprofit boards, including the Virginia Beach Historical Houses Foundation and Chesapeake Humane Society, and holds treasurer roles in multiple community organizations. 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 uses detailed client data and proprietary software to deliver collaborative financial plans and offers various investment and planning 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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Frederick H

Series 66

Virginia Beach, VA

Mass Mutual Investors Services

Frederick Hope is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and one year of industry experience. His prior work includes roles at American Cemetery Supplies, Virginia Pilot Association, Moran Towing, OBX Parasail, Hampden-Sydney College, and Norfolk Academy. 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 offers collaborative annual financial planning engagements utilizing firm-approved tools and provides various investment 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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Ana S

Series 63, Series 66

Virginia Beach, VA

Mass Mutual Investors Services

Ana Sierra Chavarria De Gaido is a financial advisor with Mass Mutual Investors Services in Virginia Beach, VA, holding Series 63 and Series 66 licenses. She has two years of industry experience and previously worked at Fidelity Brokerage Services LLC and Fidelity Investments. Outside of her advisory role, she is involved with Happy and Lite LLC, a business she has been associated with since 2025. 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 software and supports a range of specialized planning programs, including estate settlement and 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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Ryan R

CFP®, ChFC®, Series 63, Series 65

Virginia Beach, VA

Mass Mutual Investors Services

Ryan Riggs is a CFP® and ChFC® with 20 years of experience in the financial services industry. He currently works at MassMutual Investors Services and has held previous roles at Park Avenue Securities and Guardian Life Insurance Company. Outside of his advisory work, he also consults through Landing Enterprises LLC, focusing on business consulting with an emphasis on non-financial planning topics. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses data-driven tools and an annual collaborative planning process to develop recommendations, supporting various specialized planning services including 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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April R

Series 66

Virginia Beach, VA

Mass Mutual Investors Services

April Romero is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has eight years of industry experience and has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Company since 2017, as well as LaRoche Wealth Management since 2016. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser operating as a subsidiary of MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved software and 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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