Boston, MA Congress St Office

David Di Biase is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 63 designation and one year of industry experience. Prior to his financial services career, he has been co-owner of Arona Salon since 2017 and co-owner and director of operations at Fish Window Cleaning since 2014. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements supported by firm-approved analytical tools and also provides event-driven planning services including divorce and estate-settlement planning.

William Condon is a financial advisor at MassMutual Investors Services in Boston, MA, with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MassMutual and its affiliates since 2004. Outside of his advisory role, he is involved in insurance brokerage 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 offers financial planning, asset management, and various educational programs using collaborative, goal-oriented approaches and firm-approved analytical tools.

Kim Martell is a financial advisor at MassMutual Investors Services with six years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Eagle Strategies, Nylife Securities, New York Life Insurance, Bristol County Savings Bank, and Admirals Bank. Outside of her advisory role, she is involved in business coaching referrals through Beyond EQ International. MassMutual 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, focusing on collaborative, annual planning engagements using firm-approved tools to deliver written recommendations.

Charles Floeckher is a financial advisor at Mass Mutual Investors Services in Boston, MA, holding CFP® and Series 66 credentials with 12 years of industry experience. He has worked at firms including Primerica Advisors, Guardian Life Insurance Company, and New York Life Insurance Co. Outside of advisory services, he is also engaged in insurance brokerage, focusing on life, long-term care, and fixed annuities. MassMutual 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 ongoing financial planning using firm-approved analytics and offers asset management, wrap and money-manager programs, and educational seminars.

Gregg Miles is a financial advisor with MassMutual Investors Services in Boston, MA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He has been with MML Investor Services and MassMutual Life Insurance Company since 2005. Outside of his advisory role, he is a managing partner at CCA IPG, LLP, a firm that provides life insurance solutions to non-U.S. citizens and dual citizens living in the U.S., primarily Canadian citizens and professional athletes. MassMutual 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 employs a collaborative, goal-oriented planning approach using firm-approved software and tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Michael Heberlein is a CFP® professional with 12 years of experience at MassMutual Investors Services and MassMutual Life Insurance Company in Boston, MA. His background includes roles in individual life, group life, and group health insurance sales. Additionally, he is involved in exit planning execution referrals as the owner of a business that introduces clients to an exit planning firm. 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, focusing on collaborative, annual planning engagements that utilize firm-approved analytical tools.

Eric Spindt is a financial advisor with MassMutual Investors Services in Boston, MA, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has been with MassMutual Financial Group since 2014 and MML Investors Services since 2011. Outside of his advisory role, Spindt serves as CEO of Commonwealth Financial Group, overseeing the development and support of financial technology tools, and is involved in consulting and training through Bigger Futures. He is also a co-founder of a technology company, FirmOS, and participates as a limited partner in racehorse buying and selling ventures. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers structured, annual financial planning engagements utilizing firm-approved software and tools, with optional implementation services through separate brokerage or insurance arrangements.

Robert Skloff is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 63 designation and 42 years of industry experience. He has been with MML Investors Services since 1984 and Mass Mutual Life Insurance Company since 1983. Skloff is also involved in life and health insurance sales. 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, wrap and money-manager programs, and educational seminars.

Stephen Ross is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding Series 63 and Series 65 credentials and bringing 16 years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 2011. Outside of his advisory role, he is also active as an insurance agent specializing in individual and group life and health products. 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, employing firm-approved analysis tools and structured, collaborative client relationships.

Chloe Mc Kee is a financial advisor with Mass Mutual Investors Services in Boston, MA. She holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Mass Mutual, she worked at Ameriprise Financial Services and Brown Brothers Harriman. Outside of her advisory role, she is the CEO and founder of The Wandering Bartender, LLC, a restaurant and bar business. 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 planning engagements utilizing firm-approved software tools and supports a range of event-driven planning programs.

Todd Seresky is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 63 license and 11 years of industry experience. His prior roles include positions at MBSC Securities Corporation, BNY Mellon, and Fidelity Investments. 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 comprehensive financial planning, asset management, and educational programs, structuring planning as ongoing, collaborative engagements using firm-approved analytical tools.

Dakota Brizendine is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding Series 63 and Series 65 licenses. He has 10 years of industry experience, having worked at MML Investors Services, LLC since 2016 and MassMutual Life Insurance Co since 2014. He is also the owner of an LLC established to receive compensation for other business activities. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing 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 offers various event-driven planning programs.

Alex Lemarier is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 63 designation and with two years of industry experience. Prior to his current role, he worked in various positions including at Trinity High School and Cardinal LaCroix Academy. 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 emphasizes structured, collaborative planning relationships using firm-approved analytical tools and offers several specialized planning programs.

Craig Millett is a financial advisor with Mass Mutual Investors Services in Boston, MA, holding a Series 63 designation and bringing 40 years of industry experience. He has been with MassMutual Life Insurance Company and Mass Mutual Investors Services since 1996. Millett has additional involvement in individual and group life insurance sales and serves as a specialist for life settlements and viaticals. 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, wrap and money-manager programs, and educational seminars, providing tailored investment strategies without discretionary authority over client assets.

Kyle McBurney is a CFP® professional with 12 years of experience in the financial services industry. He has worked at MML Investors Services, LLC and Mass Mutual Life Insurance Company since 2020 and previously spent four years at Bank of New York Mellon. He is the managing partner of Highland Peak Wealth, Inc., a personal investment advisory business affiliated with his firm. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive, collaborative planning engagements supported by proprietary software tools and delivers recommendations primarily focused on investment categories and strategies.