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Raymond W

Series 63, Series 65

Pender, NE

Mass Mutual Investors Services

Raymond Welsh is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 designations and has 39 years of industry experience. He has been with MML Investors Services, Inc. since 1994 and also operates Welsh's Bar, which he has owned since 1979. Additionally, he serves as a board member for the Pender Community Development organization. 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 planning engagements supported by firm-approved analytical tools and delivers event-driven planning services including 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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Kenneth M

Series 63, Series 66

Wayne, NE

Edward Jones

Kenneth Marra is a financial advisor at Edward Jones with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Andrew W

Series 63, Series 65

Pender, NE

Mass Mutual Investors Services

Andrew Welsh is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and six years of industry experience. He has worked with Mass Mutual Investors Services and Mass Mutual Life Insurance Company since 2019. Prior to his financial services career, Welsh was employed at Pender Public Schools, where he currently serves as head coach for the high school basketball program. 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, emphasizing 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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Martina S

Series 66

Wayne, NE

Edward Jones

Martina Swanson is a Series 66-credentialed advisor with Edward Jones, where she has worked since 2002. She is based in Wayne, NE, and has 24 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and managed solutions, supported by a nationwide network of financial advisors and branch offices, with approximately $1.01 trillion in assets under management.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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