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Gretchen C

Series 63, Series 66

West Hartford, CT

Mass Mutual Investors Services

Gretchen Chapdelaine is a financial advisor at Mass Mutual Investors Services with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at MetLife Securities and Mass Mutual Life Insurance Company. 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 options 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 W

CFP®, Series 66

West Hartford, CT

Mass Mutual Investors Services

Brian Waddell is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding CFP® and Series 66 designations and possessing 13 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he is the president of a social organization focused on organizing events and facilitating non-financial exchanges. 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, structuring client engagements as annual, collaborative relationships that utilize firm-approved analytical tools to develop comprehensive financial plans.

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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Douglas G

Series 63, Series 65

West Hartford, CT

Mass Mutual Investors Services

Douglas Gordon is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding Series 63 and Series 65 licenses. He has 39 years of industry experience, including roles at Mass Mutual Life Insurance Company and MetLife Securities Inc. since 2015. Mass Mutual 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 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®, ChFC®, Series 63, Series 65

West Hartford, CT

Mass Mutual Investors Services

William Dicristofaro is a financial advisor with Mass Mutual Investors Services and holds the CFP® and ChFC® designations. He has 43 years of industry experience, including prior roles at MetLife Financial Services and Mass Mutual Life Insurance Company. He serves on the finance committee of Saint Bridget of Kildare Roman Catholic Church and is a member of the East Haddam Village Revitalization Agency, which oversees local property conversion projects. 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, and charitable organizations. The firm offers collaborative, annual financial planning engagements and 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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Erich S

Series 65

West Hartford, CT

Mass Mutual Investors Services

Erich Strunk is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding a Series 65 license and 42 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with MetLife Securities Inc. from 2015 to 2017. In addition to his advisory role, he operates as an independent insurance agent specializing in dental, group disability income, life, accident, and health insurance. 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 emphasizes collaborative, annual planning relationships using firm-approved tools and offers specialized services including divorce planning and employer-sponsored 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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Richard W

Series 66

West Hartford, CT

Mass Mutual Investors Services

Richard Wells is a Series 66-licensed financial advisor at Mass Mutual Investors Services with three years of industry experience. Prior to joining the firm, he worked at Ameriprise Financial Services and spent over two decades with West Hartford Public Schools. He also provides coaching on education and leadership strategies through his consulting business and serves as treasurer for the West Hartford Retired Educators Association. Mass Mutual 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 planning relationships using firm-approved analytical tools and offers specialized programs 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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E. L

Series 66

West Hartford, CT

Mass Mutual Investors Services

E. Loomis is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding a Series 66 designation and 14 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2016 to 2017. Outside of advisory work, Loomis is also an insurance agent involved in property and casualty insurance brokerage. 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, employing a collaborative, annual financial planning process that utilizes 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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Douglas D

Series 63, Series 65

West Hartford, CT

Mass Mutual Investors Services

Douglas Dandrea is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and having 20 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at Metlife Securities from 2014 to 2017. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and investment advisory 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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Matthew C

Series 66

West Hartford, CT

Mass Mutual Investors Services

Matthew Conroy is a financial advisor with MassMutual Investors Services holding a Series 66 designation. He has been with the firm since 2025 and has prior involvement in community roles with East Haddam Parks & Recreation and local soccer clubs. 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 programs, focusing on collaborative, goal-oriented client 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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Benjamin M

Series 66

West Hartford, CT

Mass Mutual Investors Services

Benjamin Marlor is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has five years of industry experience, including roles at BlackRock Investment Management and Nasdaq Execution Services prior to joining MassMutual. 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, and educational seminars, using firm-approved tools to develop collaborative, goal-oriented plans.

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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Michelle F

Series 63, Series 66

West Hartford, CT

Mass Mutual Investors Services

Michelle Foley is a financial advisor at Mass Mutual Investors Services with 21 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked with Mass Mutual Investors Services since 2017, following stints at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Mass Mutual Investors Services, a subsidiary of MassMutual, 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, with optional implementation of recommendations 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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Glenn T

Series 63, Series 65

West Hartford, CT

Mass Mutual Investors Services

Glenn Thompson is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior work includes roles at MetLife Securities and MassMutual Life Insurance. Outside of his advisory work, he serves as a trustee for his daughter. 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 seminars, focusing on collaborative, annual planning 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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Brad S

Series 63, Series 65

West Hartford, CT

Mass Mutual Investors Services

Brad Simonds is a financial advisor with Mass Mutual Investors Services in West Hartford, CT. He holds Series 63 and Series 65 licenses and has 18 years of industry experience, including roles at MassMutual Life Insurance Company since 2007. He has worked with Mass Mutual Investors Services since 2017 and was previously with MSI Financial Services, Inc. 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 financial planning, asset management, and educational seminars, using firm-approved software and tools to structure collaborative, ongoing 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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James M

Series 63, Series 65

West Hartford, CT

Mass Mutual Investors Services

James Marlor Jr. is a financial advisor at MassMutual Investors Services with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at MetLife Securities Inc. since 2015. He serves on the Firefighters Cancer Relief Fund Advisory Committee, a noncompensated board that reviews funding for a Connecticut state program. 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, and charitable organizations. The firm emphasizes collaborative annual financial planning engagements using firm-approved analytical tools and offers programs including asset management 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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Henry V

CFP®, Series 63

West Hartford, CT

Mass Mutual Investors Services

Henry Vincent is a financial advisor at Mass Mutual Investors Services with 5 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining Mass Mutual, he worked at Northwestern Mutual Wealth Management Company and several other financial institutions. 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 software and collaborative planning approaches.

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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Joseph M

Series 63, Series 65

West Hartford, CT

Mass Mutual Investors Services

Joseph Macdonald is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His work history includes roles at Purshe Kaplan Sterling Investments, Madison Avenue Securities, and MassMutual Life Insurance Company. 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, structuring engagements as ongoing, annual relationships with a focus on 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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James D

Series 66

West Hartford, CT

Mass Mutual Investors Services

James Dietter is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds a Series 66 designation and has previously worked with Northwestern Mutual Wealth Management and related entities. Outside of his advisory role, he is the owner of New Start Holdings LLC. 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 options, with 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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Joshua O

Series 66

West Hartford, CT

Mass Mutual Investors Services

Joshua Opdenbrouw is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has previously worked at Big Y and Price Chopper Supermarkets. 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 planning relationships using firm-approved software and emphasizes investment categories and strategies in its 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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Jeffrey M

Series 63, Series 65

West Hartford, CT

Mass Mutual Investors Services

Jeffrey Minkos is a financial advisor with Mass Mutual Investors Services and holds the Series 63 and Series 65 designations. He has 23 years of industry experience, including 14 years with Allstate Insurance Company and Allstate Financial Services, LLC. Outside of his advisory role, he is the owner of Minkos Insurance, LLC, which sells life, equity-fixed life, and fixed indexed annuities. MassMutual 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 tools to provide written recommendations through ongoing client 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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Dominic S

Series 63, Series 65

West Hartford, CT

Mass Mutual Investors Services

Dominic Schioppo Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and having 29 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. In addition to his advisory role, he operates as an independent insurance agent specializing in disability, life, accident, health, and long-term care insurance. 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 collaborative, goal-oriented planning using firm-approved analytical tools, with a broad range of investment and insurance solutions offered 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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Raymond C

Series 63, Series 65

West Hartford, CT

Mass Mutual Investors Services

Raymond Congelosi is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. His prior roles include positions at MetLife Securities Inc. and MassMutual Life Insurance Co. Since 1995, he has also worked as an independent insurance agent specializing in disability, fixed annuities, life, accident, health, and long-term care insurance. 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, structuring planning engagements as annual collaborative relationships that use firm-approved analytical tools to develop recommendations 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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Michael B

Series 63

West Hartford, CT

Mass Mutual Investors Services

Michael Behrens is a financial advisor with Mass Mutual Investors Services in West Hartford, CT, holding a Series 63 designation and bringing 54 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Behrens also operates as an independent insurance agent, focusing on disability, fixed annuities, life, accident, health, and long-term care insurance. 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, using firm-approved tools to deliver written recommendations within 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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