Allentown, PA Tilghman Street Office

Team
Updated today
Mass Mutual Investors Services logo

Mass Mutual Investors Services

Institution

Firm-wide stats for Mass Mutual Investors Services

Total advisors

5,118

Across 1,227 offices

Clients per advisor

88 Typical

Avg AUM per client

$249,379 Low

HNW client ratio

0% Very Low

About

MML Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser that operates as a subsidiary of MassMutual. It provides ongoing financial planning to individuals (including high‑net‑worth clients), business owners, trusts, estates, charitable organizations, and employers, and also offers asset management, wrap and money‑manager programs and educational seminars.

Financial planning engagements are structured as annual, collaborative relationships in which advisers collect detailed client information, use firm‑approved software (including Monte Carlo simulations and automated asset‑allocation tools) to analyze goals, and deliver written recommendations; advisers generally recommend investment categories and strategies rather than making specific product selections and do not have investment discretion as part of the planning engagement. Implementation of recommendations is optional and requires separate brokerage or insurance arrangements, and advisers may receive additional compensation in their capacities as registered representatives or insurance agents when clients choose to implement recommendations.

Noteworthy features in the brochure include the recent addition of a standalone Divorce Planning offering (announced March 2026) and explicit descriptions of estate‑settlement and employer‑sponsored planning programs, which present event‑driven planning services in a defined way. The firm also discloses an extensive history of regulatory and enforcement actions (including SEC and state orders and associated remediation) and details about affiliated‑product distribution and sales‑support compensation arrangements that can create potential conflicts of interest for clients to consider.

Based on Mass Mutual Investors Services

Expertise

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Based on Mass Mutual Investors Services

Occupation focus

Founder/Business Owner Attorney Executive

Based on Mass Mutual Investors Services

Demographic focus

Married/Couples/Partners Divorced

Based on Mass Mutual Investors Services

Location

4905 Tilghman Street, Suite 200

Allentown PA 18104

Advisors at this office

18

Advisors at this office

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Rachael H

Series 66

Allentown, PA

Mass Mutual Investors Services

Rachael Hagginbothom is a financial advisor at Mass Mutual Investors Services with three years of industry experience. She holds a Series 66 designation and has worked previously in education at Widener University and Daniel Boone High School. 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, utilizing firm-approved tools to deliver 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
user avatar

Tyler A

Series 66

Allentown, PA

Mass Mutual Investors Services

Tyler Anderson is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has recently entered the industry and has worked in various roles including hospitality and education prior to joining the financial services sector. Outside of his advisory role, he has experience managing operations at local businesses such as Thirsy Turtle Tavern and Keystone Pub & Grill. Mass Mutual Investors Services is a subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers comprehensive planning engagements supported by technology and educational seminars, serving a broad range of client needs.

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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Dianne M

Series 63

Allentown, PA

Mass Mutual Investors Services

Dianne Machinist is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. She has 40 years of industry experience, including over nine years with Mass Mutual Investors Services and ten years with Massachusetts Mutual Life Insurance Company. Outside of her advisory role, she is also a licensed agent for individual life, health, group life, and group 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 provides ongoing financial planning, asset management, and educational seminars, utilizing 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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Kristi A

Series 63, Series 65

Allentown, PA

Mass Mutual Investors Services

Kristi Acree is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. Her professional background includes roles at Mass Mutual, Northwestern Mutual, and Mutual of Omaha. She serves as a board member for Finseca, a trade organization focused on the financial services industry. Mass Mutual 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.

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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Carmen L

Series 63

Allentown, PA

Mass Mutual Investors Services

Carmen Locascio is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and having 32 years of industry experience. He previously worked at Metlife Securities Inc. for 23 years before joining Mass Mutual Investors Services in 2017. Locascio also maintains a role as an insurance agent specializing in life and health insurance. 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 and asset management services using firm-approved tools and offers event-driven planning programs along with 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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Courtney B

Series 66

Allentown, PA

Mass Mutual Investors Services

Courtney Boslough is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and two years of industry experience. She has been associated with MassMutual Life Insurance Company and MML Investors Services, LLC since 2017 and has also worked with the Philadelphia Eagles from 2014 to 2025. 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 firm-approved tools to provide written recommendations in collaborative annual 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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Mark L

Series 63

Allentown, PA

Mass Mutual Investors Services

Mark Lasko is a financial advisor with MassMutual Investors Services in Allentown, PA, holding a Series 63 designation and having 35 years of industry experience. He has worked at MassMutual Investors Services since 2017 and has longstanding tenure with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. since 1991. In addition to his advisory role, he is involved in individual life, property/casualty, health, group life, and group health insurance sales. 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, emphasizing collaborative annual planning engagements 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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Andrew J

Series 66, Series 63

Allentown, PA

Mass Mutual Investors Services

Andrew Johnson is a financial advisor with Mass Mutual Investors Services in Allentown, PA, holding Series 63 and Series 66 licenses and having six years of industry experience. His prior roles include positions at Edward Jones and The Vanguard Group. 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 through 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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Charlene F

Series 63, Series 65

Allentown, PA

Mass Mutual Investors Services

Charlene Flick is a financial advisor with Mass Mutual Investors Services in Allentown, PA, holding Series 63 and Series 65 designations and having 10 years of industry experience. She has been with Mass Mutual Investors Services since 2017 and has worked with affiliated MassMutual entities since 2016. 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 to deliver written recommendations through 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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Zackary G

Series 66

Allentown, PA

Mass Mutual Investors Services

Zackary Gillen is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has been in the industry since 2026 and has experience working at MassMutual Life Insurance Company and MML Investors Services, LLC. Prior to his advisory role, he held various positions including roles in education and commercial real estate. 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 ongoing financial planning and asset management services using firm-approved tools to analyze client goals and delivers written recommendations in a collaborative, annual planning process.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar

Gabriel M

Series 66

Allentown, PA

Mass Mutual Investors Services

Gabriel Micca is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. He holds the Series 66 designation and has been with Mass Mutual and its affiliated firms since 2017. Prior to that, he spent three years at Penn State University. 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 collaborative, annual financial planning engagements using firm-approved tools and delivers written 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
user avatar

Timothy J

Series 63, Series 65

Allentown, PA

Mass Mutual Investors Services

Timothy Jones is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes positions at Royal Alliance Associates, Inc., Signator Investors, Inc., Mutual of Omaha, and Jones Financial. He is also affiliated with MassMutual Life Insurance Company. 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, utilizing firm-approved tools to deliver tailored 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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Christopher B

Series 63, Series 66

Allentown, PA

Mass Mutual Investors Services

Christopher Barr is a financial advisor with Mass Mutual Investors Services in Allentown, PA, holding Series 63 and Series 66 credentials and possessing 20 years of industry experience. His previous roles include positions at Lockwood Advisors, Inc. and Pershing LLC. He is also involved in individual life, health, and group insurance sales. 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, and charitable organizations. The firm emphasizes collaborative annual financial planning engagements using firm-approved analytical tools and provides event-driven planning programs such as divorce, 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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Rachel W

Series 63, Series 65

Allentown, PA

Mass Mutual Investors Services

Rachel Walter is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 34 years of industry experience. Her prior work includes 26 years at Metlife Securities Inc. She is also licensed as an agent for individual and group life and health insurance products. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, 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
user avatar

Nathan S

Series 63, Series 66

Allentown, PA

Mass Mutual Investors Services

Nathan Shive is a financial advisor with MassMutual Investors Services in Allentown, PA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. His prior roles include positions at MetLife Securities, Inc. and Metropolitan Life Insurance Company from 2006 to 2017. In addition to his advisory work, he is involved in life and health insurance sales. MassMutual 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, and charitable organizations. The firm emphasizes collaborative, annual financial planning engagements supported by firm-approved analytical tools and provides a range of event-driven 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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