Dublin, OH Metro Place South Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

6

Of 5,061 advisors across 1,224 offices

Location

495 Metro Place South, Suite 160

Dublin OH 43017

Advisors at this office

6

Advisors at this office

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Robert F

Series 63, Series 65

Dublin, OH

Mass Mutual Investors Services

Robert Fichter is a financial advisor with Mass Mutual Investors Services in Dublin, OH, holding Series 63 and Series 65 licenses and having 21 years of industry experience. His prior work includes roles at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co, as well as earlier tenure with MassMutual. He is also an agent specializing in life, disability, long-term care, and fixed annuities, and owns Fichter Financial, LLC, an entity created for his financial advisory practice. 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 and diverse asset management programs, 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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Jameson L

Series 66

Dublin, OH

Mass Mutual Investors Services

Jameson Lett is a financial advisor with Mass Mutual Investors Services in Dublin, OH, holding a Series 66 designation and 11 years of industry experience. He previously worked at Hornor Townsend & Kent Inc and Penn Mutual Life Insurance Co. Lett is an insurance agent specializing in life, disability, long-term care, and fixed annuities, and he owns Cinder Financial LLC and is a member of Loom Capital, LLC. 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 uses firm-approved software to deliver annual, collaborative financial planning engagements focused on goal analysis and strategy recommendations.

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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Cameron D

Series 66

Dublin, OH

Mass Mutual Investors Services

Cameron Di Franco is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. He has two years of industry experience and has worked at Mass Mutual Investors Services since 2023. Outside of his advisory role, he is the owner of DiFranco Capital LLC, a pass-through compensation entity. Mass Mutual Investors Services, LLC 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 offers collaborative, annual financial planning engagements utilizing firm-approved software and tools, with implementation options through separate brokerage or insurance arrangements.

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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Jonathan B

Series 63, Series 66

Dublin, OH

Mass Mutual Investors Services

Jonathan Berniger is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 licenses and with 28 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc. He serves on the advisory council of OSU LiFEsports, a nonprofit focused on preparing youth for life and leadership through sport. 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 provides ongoing financial planning through annual collaborative engagements using firm-approved analytical tools, with implementation of recommendations conducted through separate brokerage or insurance arrangements.

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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Paul S

Series 63, Series 65

Dublin, OH

Mass Mutual Investors Services

Paul Swift is a financial advisor with Mass Mutual Investors Services in Dublin, OH, holding the Series 63 and Series 65 designations and bringing 23 years of industry experience. He has worked with firms including Penn Mutual Life Insurance Company, Hornor Townsend & Kent LLC, and Ohio National Financial Services. Outside of his advisory role, Paul serves as President and CEO of The Upstream Group, which focuses on insurance sales, and volunteers as a financial literacy instructor with the Association of Financial Educators. Mass Mutual 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 emphasizes collaborative, goal-driven planning supported by firm-approved analytical tools and offers a range of educational seminars and specialized planning 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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Brandon A

Series 66

Dublin, OH

Mass Mutual Investors Services

Brandon Arens is a financial advisor with Mass Mutual Investors Services in Dublin, OH, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Principal Life Insurance Company, Principal Securities Inc, and Sanfillipo Financial, LLC. He is also licensed as an insurance agent, selling life, disability, and fixed annuity products. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing 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 software and emphasizes event-driven planning programs such as estate settlement and divorce planning.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
View complete list of advisors at this office
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