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Frank B

Series 66

Woodbury, NY

Mass Mutual Investors Services

Frank Baird Jr. is a financial advisor with Mass Mutual Investors Services, holding the Series 66 designation and bringing 26 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2006. Outside of his advisory role, he is involved in steel sales and works as a life and health insurance agent. MassMutual 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 uses software-based tools to deliver goal-oriented recommendations in collaborative annual 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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Robert D

Series 63

Woodbury, NY

Mass Mutual Investors Services

Robert Diamond is a financial advisor with Mass Mutual Investors Services in Woodbury, NY, holding a Series 63 designation and 27 years of industry experience. He has been with Mass Mutual Investors Services since 1998 and has worked with MassMutual Life Insurance Company since 1968. Outside of his advisory role, he is involved in individual life, property/casualty, health, group life, and group health insurance sales, as well as life settlements and viatical sales. MassMutual Investors Services, LLC, a subsidiary of MassMutual, offers financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides asset management, wrap programs, and educational seminars, focusing on collaborative, goal-driven financial 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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Eric G

Series 63

Woodbury, NY

Mass Mutual Investors Services

Eric Goldsmith is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 21 years of industry experience, including roles at Metlife Securities and Mass Mutual Life Insurance Company. Outside of his advisory work, he owns and manages Goldy Lux 8 LLC, which provides group and individual insurance products, and he also offers financial planning services related to life settlements. 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 financial planning, asset management, and educational seminars, structuring engagements as annual collaborative relationships using firm-approved analytical tools and offering a range of investment and 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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Scott L

CFP®, Series 63

Woodbury, NY

Mass Mutual Investors Services

Scott Laffie is a CFP® with 16 years of industry experience, currently affiliated with Mass Mutual Investors Services in Woodbury, NY. He has been with Mass Mutual and its investor services division since 2009. In addition to his advisory role, he is involved with The Laffie Financial Group and operates as a fee-based insurance advisor through Scott Laffie Inc. 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 employs firm-approved analytical tools to support collaborative and ongoing financial 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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Peter M

Series 66

Woodbury, NY

Mass Mutual Investors Services

Peter Milankovic is a financial advisor at Mass Mutual Investors Services with a Series 66 credential and one year of industry experience. Prior to joining the firm, he held positions at Professional Sports Publications and worked multiple roles associated with SUNY Cortland and Alfa Piping Corp. 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, emphasizing collaborative, annual planning engagements that use firm-approved tools to analyze client 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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Melissa R

Series 63

Woodbury, NY

Mass Mutual Investors Services

Melissa Reali is a financial advisor with Mass Mutual Investors Services in Woodbury, NY, holding a Series 63 designation and 28 years of industry experience. She has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 1997. In addition to her advisory role, she is involved in individual life, health, group life, and group health insurance sales. 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, 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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James C

Series 66

Woodbury, NY

Mass Mutual Investors Services

James Corgan is a financial advisor with Mass Mutual Investors Services. He holds a Series 66 designation and began his financial services career in 2024. Prior to joining Mass Mutual, he worked in landscaping and retail roles. Outside of advising, he conducts insurance sales as a broker specializing in various life insurance products. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides comprehensive planning using firm-approved analytical tools and offers event-driven planning programs, including recent additions such as standalone 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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Craig P

Series 63

Woodbury, NY

Mass Mutual Investors Services

Craig Paloscio is a financial advisor with Mass Mutual Investors Services in Woodbury, NY, holding a Series 63 designation and bringing 39 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co since 2010. Outside of his advisory role, he is engaged in individual life insurance brokerage activities. MassMutual Investors Services, LLC 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, emphasizing collaborative, annual planning 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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Robert R

CFP®, Series 63, Series 65

Woodbury, NY

Mass Mutual Investors Services

Robert Rosenberg is a CFP® professional with nine years of industry experience, currently serving at Mass Mutual Investors Services. His prior roles include positions at Northwestern Mutual and New York Life, as well as involvement with the Police Athletic League. Rosenberg holds Series 63 and Series 65 licenses. 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 employs a collaborative, annual planning process using firm-approved software and offers specialized programs such as divorce planning and event-driven 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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Jeffrey S

Series 63, Series 65

Woodbury, NY

Mass Mutual Investors Services

Jeffrey Silverman is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has 26 years of industry experience and has been with Mass Mutual Investors Services and MassMutual Life Insurance since 2017. Prior to this, he worked at Ameriprise Financial Services and operates a legal practice as a New York State licensed attorney. 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 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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Robert P

Series 63, Series 65

Woodbury, NY

Mass Mutual Investors Services

Robert Prusiewicz is a financial advisor at Mass Mutual Investors Services with 25 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 2015. Prior to that, he held roles at Northwestern Mutual Investment Management and Financial Telesis Inc. 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 planning engagements as annual collaborative relationships using firm-approved software 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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Hendry N

Series 66

Woodbury, NY

Mass Mutual Investors Services

Hendry Nurjadi is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds the Series 66 designation and has worked at Northwestern Mutual and National Life, among other firms. In addition to his advisory role, he is an insurance agent specializing in life, disability, long-term care, and fixed annuities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides 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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Mikhail L

Series 63

Woodbury, NY

Mass Mutual Investors Services

Mikhail Leyon is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 24 years of experience in the industry, including 15 years with MetLife Securities and over nine years at Mass Mutual Investors Services. Leyon serves on the board of Theodora Mission, a nonprofit supporting special needs children in Egypt. 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 offers a range of programs, including wrap accounts and educational seminars, with financial planning engagements structured 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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Joseph K

Series 63, Series 65

Woodbury, NY

Mass Mutual Investors Services

Joseph Kazlau IV is a financial advisor with Mass Mutual Investors Services in Woodbury, NY, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior work includes roles at Equitable Advisors, AXA Advisors, LLC, NY Life Securities LLC, and New York Life Insurance Company. He is also a director of Contractors, Closers & Connections, a networking group that organizes events for real estate professionals. 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, 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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Trevor M

Series 63, Series 65

Woodbury, NY

Mass Mutual Investors Services

Trevor Macmeekin is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. His prior roles include positions at Btig LLC, B. Riley FBR, and Friedman, Billings, Ramsey & Co., Inc. He is also an insurance broker specializing in various life and disability insurance products. 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 technology-driven tools to offer 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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Evan R

Series 63

Woodbury, NY

Mass Mutual Investors Services

Evan Rogdakis is a financial advisor with Mass Mutual Investors Services in Woodbury, NY, holding a Series 63 designation and 17 years of industry experience. He has been with Mass Mutual Investors Services since 2008 and also maintains a legal practice as a sole practitioner and partner at a law firm. 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, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-oriented planning using firm-approved analytical tools and provides various 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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Charles C

Series 63

Woodbury, NY

Mass Mutual Investors Services

Charles Ciravolo is a financial advisor with Mass Mutual Investors Services in Woodbury, NY. He holds a Series 63 designation and has 35 years of industry experience. Since 2007, he has worked with MassMutual and its affiliated companies. In addition to his advisory role, he is involved in life, property/casualty, and health insurance sales and refers clients seeking life settlements to a specialist company. 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 programs, using detailed client information and firm-approved software to develop collaborative, annual 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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Jonathan N

Series 63, Series 65

Woodbury, NY

Mass Mutual Investors Services

Jonathan Nassimi is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has eight years of industry experience, including prior roles at Equitable Advisors and AXA Advisors. He is also engaged in insurance sales as an insurance broker. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm uses firm-approved software to deliver written financial recommendations and offers event-driven planning programs such as 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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Rory Z

Series 66

Woodbury, NY

Mass Mutual Investors Services

Rory Zipper is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 22 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2016. Outside of his advisory role, he works as an insurance agent focused on life, disability, long-term care, and fixed annuities. MassMutual 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, emphasizing collaborative planning engagements with a variety of tailored 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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Scott K

Series 63, Series 66

Woodbury, NY

Mass Mutual Investors Services

Scott Kohen is a financial advisor with Mass Mutual Investors Services in Woodbury, NY, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked with Mass Mutual and its affiliates since 2011. Outside of his advisory role, he owns a consulting business that reviews insurance policies for a fee. 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 various specialized programs, structuring planning engagements as collaborative, annual 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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Paul S

Series 63

Woodbury, NY

Mass Mutual Investors Services

Paul Sinaly is a financial advisor with Mass Mutual Investors Services in Woodbury, NY, holding a Series 63 designation and 15 years of industry experience. He has worked at Mass Mutual and Northwestern Mutual in various capacities since 2010. Outside of his advisory role, he is involved in individual life and health insurance sales. 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, goal-based planning engagements and a range of 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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Gregory B

Series 63

Woodbury, NY

Mass Mutual Investors Services

Gregory Blum is a financial advisor with Mass Mutual Investors Services in Woodbury, NY, holding a Series 63 designation and 41 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2006. Outside of his advisory role, he is active in insurance consultancy and oversight, serving as a consultant for insurance advocacy and as vice president of compliance and licensed producer for an insurance services firm. MassMutual 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 analytical tools and offers specialized planning 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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Joseph M

Series 65, Series 63

Woodbury, NY

Mass Mutual Investors Services

Joseph Moore is a financial advisor at Mass Mutual Investors Services with Series 65 and Series 63 licenses and one year of industry experience. His prior work includes roles at Morgan Stanley and MassMutual Life Insurance Co. Outside of finance, his background includes various positions in the hospitality and education sectors. 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 offers collaborative, goal-oriented planning using advanced analytical tools and delivers recommendations without investment discretion.

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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Jordana B

Series 66

Woodbury, NY

Mass Mutual Investors Services

Jordana Barnett is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has six years of industry experience, including roles at MassMutual Life Insurance Company and Equitable Advisors. 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 software 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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