Charlotte, NC Congress Street Office

Andrew Warner is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding Series 66 and Series 63 licenses. He has four years of industry experience, including prior roles at Wells Fargo Securities. Outside of his advisory work, he is also an insurance broker specializing in life, disability, long-term care, and health insurance. 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 detailed client data and firm-approved analytical tools to develop recommendations.

James Ziel is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding Series 63 and Series 66 credentials and 22 years of industry experience. He has worked at Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co since 2014. Outside of his advisory role, Ziel serves as an equipment assistant for the Mecklenburg County Board of Elections and works as an automotive repair technician. 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. The firm emphasizes annual, collaborative financial planning engagements supported by software tools and provides additional event-driven planning services such as divorce and estate-settlement planning.

Cody Dawkins is a financial advisor at Mass Mutual Investors Services with five years of industry experience. He holds the Series 66 and Series 63 certifications. His work history includes roles at Robinhood Markets, The Vanguard Group, and MassMutual Life Insurance Company. 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 provides ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software to analyze client goals and deliver written recommendations.

Kyle Potenski is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services in Charlotte, NC. His prior experience includes roles at Bank of America, Merrill, UBS Financial Services, and Empower Advisory Group. 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, focusing on collaborative, goal-based planning using firm-approved analytical tools.

Drue Garrison is a Certified Financial Planner (CFP®) with 25 years of industry experience, currently affiliated with Mass Mutual Investors Services in Charlotte, NC. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2001. Outside of his advisory role, he is involved in individual life insurance sales. 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, with planning engagements structured as collaborative annual relationships.

Jack Quist is a financial advisor with MassMutual Investors Services holding a Series 66 credential. He began his financial services career in 2023 with Wells Fargo and has been with MassMutual and its subsidiary since 2024. Outside of advising, he is involved with Go Big Red Management LLC as an investment analyst focused on real estate opportunities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm employs a collaborative, annual planning process using firm-approved analytical tools and provides various event-driven planning programs.

Brant Hinckley is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding Series 63 and Series 65 licenses and 23 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co. since 2007. He is also a life insurance agent. 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 provides comprehensive financial planning using firm-approved analytical tools and delivers recommendations through ongoing annual engagements.

David Belinkie is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. He holds a Series 66 designation and has been with Mass Mutual Investors Services and Mass Mutual Financial Group since 2003. Outside of his advisory role, he is also licensed as an individual life insurance agent. 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 develop collaborative, annual planning relationships with clients.

Stephen Holderness IV is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding a Series 66 designation and having one year of industry experience. Prior to his current role, he worked at MassMutual Life Insurance Company and has experience in public health and small business operations. 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, goal-driven planning using firm-approved analytical tools.

Shane Tenny is a financial advisor with MassMutual Investors Services in Charlotte, NC, holding a Series 66 designation and 25 years of industry experience. He has been with MassMutual Life Insurance Company and its investment services division since 2001. Outside of advising, he is an author involved in book sales. MassMutual Investors Services operates as a broker-dealer and registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs a collaborative, software-supported planning approach and provides a range of investment and educational services.

Rachel Davis is a financial advisor with Mass Mutual Investors Services in Charlotte, NC. She holds the CFP® and ChFC® designations and has eight years of industry experience. Her prior experience includes roles at New York Life Insurance Co. and NYLIFE Securities LLC. Outside of advising, she works as an insurance broker and owns a property management business. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, delivering customized recommendations through collaborative annual planning engagements.

David Ferguson is a financial advisor with MassMutual Investors Services in Charlotte, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 28 years of industry experience, including roles at MML Investors Services and MassMutual Life Insurance Company since 2009. In addition to his advisory work, he is an insurance agent specializing in individual and group life and disability 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 educational seminars, using firm-approved software tools to support goal analysis and written recommendations.

Thomas Austell is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding a Series 66 designation and 23 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of advisory roles, he is a continuing education instructor and is involved in life settlements and insurance sales. He also owns OmniWealth Financial Planning, LLC. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using firm-approved software without discretionary authority, with implementation of recommendations managed through separate arrangements.

Jordan Bilodeau is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding CFP® and Series 66 designations and bringing eight years of industry experience. He has worked at Spaugh Dameron Tenny since 2017 and at MML Investors Services LLC since 2015, with prior experience at Hf Financial from 2015 to 2017. He is also involved as a director of financial planning in an additional business role. 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, and educational seminars, emphasizing collaborative, annual planning relationships supported by firm-approved analytical tools.

Ryan Donaghy is a financial advisor with Mass Mutual Investors Services in Charlotte, NC, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 21 years of industry experience, having worked with MML Investor Services, LLC and MassMutual since 2004. Donaghy also owns and manages Donaghy Financial Planning, LLC, an LLC focused on business operations and administrative functions. MML 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, with planning engagements structured as annual, collaborative relationships using firm-approved tools and models.