Nathan Pierce is a financial advisor at Mass Mutual Investors Services with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Ameriprise Financial Services and Northwestern Mutual Investment Services. MML 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 provides ongoing, collaborative financial planning engagements using firm-approved software and offers a range of programs including estate settlement and employer-sponsored planning.

Kevin Carriere is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 credentials and has 39 years of industry experience. His career includes over three decades at Metlife Securities Inc., followed by roles at MassMutual Life Insurance Company and Mass Mutual Investors Services. He is also an independent insurance agent specializing in various insurance products, including dental, disability, life, and long-term care insurance. 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 provides financial planning, asset management, and educational seminars using firm-approved analytical tools to support goal-based planning and investment strategy recommendations.

Christopher Clarke is a financial advisor with LPL Financial in Glastonbury, CT, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include nine years at Merrill Lynch, Pierce, Fenner & Smith Inc and Bank of America, N.A., followed by a year at Key Investment Services LLC. He is currently associated with Webster Bank through LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and technology such as machine learning to support diversified investment strategies.

Thomas Di Fiore is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and nine years of industry experience. He has worked with MassMutual Life Insurance Co. and its affiliates since 2016. In addition to his advisory role, he is licensed as an insurance agent providing life and health insurance products. 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, focusing on collaborative, goal-based planning with optional implementation through separate brokerage or insurance arrangements.

Theodore Earl Jr. is a financial advisor with OSAIC, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 2018 and previously spent 20 years with Signator Investors, Inc. and John Hancock Mutual Life Insurance Company, alongside a long tenure at Minnesota Mutual Life starting in 1997. In addition to his advisory role, he operates a sole proprietorship selling insurance products. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to multiple investment platforms including third-party money managers. The firm employs asset allocation tools and automated rebalancing to manage portfolios with diverse investments and supports both discretionary and non-discretionary accounts.

Benjamin Howarth is a financial advisor at Mass Mutual Investors Services with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017, following a 15-year tenure at Metlife Securities Inc. Additionally, he maintains an independent insurance agent role specializing in disability, fixed annuities, life, accident, health, long-term care, and Medicare-related products. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap programs, and educational seminars, structuring financial planning as annual collaborative engagements using firm-approved software to analyze client goals and recommend investment strategies.

Brian Bednarz is a financial advisor with MassMutual Investors Services who holds Series 63 and Series 65 licenses and has 25 years of industry experience. He has worked at MassMutual Investors Services since 2017 and at Massachusetts Mutual Life Insurance Company since 2016, following 17 years at MetLife Financial Services. In addition to his advisory role, he is a member and partner of JB Wealth Partners LLC, a collaborative practice focused on pooling resources and managing cash flow and taxation. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, with an emphasis on structured, collaborative financial planning engagements.

Michael Serfillippi is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 17 years of industry experience. He has worked with Mass Mutual and its subsidiaries since 2018 and previously spent ten years at People's Securities, Inc. 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 to deliver written recommendations as part of annual, collaborative planning engagements.

Bryan Lauriat is a financial advisor with Ameriprise, holding a Series 66 designation and 20 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2010. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in its approach and delivers recommendations through a centralized consulting team.

Elaine Prewitt is a financial advisor at Edward Jones with seven years of industry experience. She holds Series 66 and Series 63 licenses and previously worked at Riverside Retirement Advisors and Coldwell Banker. In addition to her advisory work, she owns a hobby laser engraving business called Customs on Main LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Felicia Carucci is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 designations. She has 18 years of industry experience, including prior roles at MetLife Securities Inc. Outside of her advisory work, she is the principal owner of FAB Design LLC, a holiday decorating business. Mass Mutual Investors Services, a subsidiary of MassMutual, provides comprehensive financial planning and investment management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software and a collaborative approach to deliver customized financial plans.

Bryan Paquette is a financial advisor at Cetera with 33 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera and its affiliated entities since 2013. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual clients, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services on a multi-manager platform with over $256 billion in assets under management.

Robert Mosley is a financial advisor at MassMutual Investors Services with Series 66 accreditation. He has been in the industry since 2026, having worked previously at Advanced Office Systems and the University of Connecticut. MassMutual 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 a range of programs including educational seminars and recently introduced a standalone Divorce Planning service.

Daniel Kearney is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at Cetera Advisor Networks, Karn, Couzens & Associates, Royal Alliance, and Voya Financial. 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 to provide collaborative, goal-based recommendations.

Joseph Fountain is a financial advisor with Mass Mutual Investors Services based in Glastonbury, CT, holding a Series 66 designation and 11 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at METLIFE Securities Inc from 2014 to 2017. Mass Mutual Investors Services 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 using firm-approved analytical tools and also provides specialized services including divorce planning, estate-settlement, and employer-sponsored planning programs.

Michael Cosenza is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 14 years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and MFS Fund Distributors, Inc. Cosenza serves as a director of the Rotary Club of Worcester. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.

Eric Sharp is a financial advisor at Cetera with four years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avantax Advisory Services and several other affiliated firms prior to joining Cetera. Outside of his advisory role, Sharp serves on the advisory committees of local nonprofit organizations focused on pregnancy support and community ministry, and he provides tax services through Cour Tax Consultants. Cetera Investment Advisers LLC is a national SEC-registered firm offering a range of portfolio management, financial planning, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform with options that include model portfolios, third-party managers, and bespoke strategies across various program structures.

Nicholas Provost is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been in the financial services industry since 2025. Prior to his current role, he has worked in various positions including roles at UPS and several local businesses. Mass Mutual Investors Services, LLC 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 employs a collaborative annual planning process using firm-approved software and provides specialized programs such as divorce planning and estate settlement services.

Mason Neurath is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 65 licenses and two years of industry experience. His prior work includes roles at Pepper Corn Mill and Maggie McFly's. He also serves as an insurance agent, focusing on life, disability, long-term care, fixed annuities, and health products. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, and charitable organizations, using firm-approved tools to support annual, collaborative planning relationships.

Jonathan Daly is a financial advisor with Cetera Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Voya Financial Advisors, Inc., Citizens Securities Inc., and Cco Investment Services Corp. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform that includes both affiliated and third-party investment options.