Lake Mary, FL 1515 International Parkway Office

Brent Sheppard is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and having 19 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and with Massachusetts Mutual Life Insurance Company since 2016. He is also a member of Cadence Financial Management, LLC. 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 financial planning, asset management, and educational seminars, using firm-approved software and a collaborative approach to deliver written recommendations tailored to client goals.

Robert Wolfe is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He has been involved with Wolfe Financial Group since 1998 and previously worked at G. A. Repple & Company and Wolfe, Young, O'baker & Company. Wolfe also provides consulting services in accounting and taxes. 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, and educational seminars, using firm-approved tools to develop collaborative, written recommendations tailored to client goals.

Megan Wolfe is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. She has 20 years of industry experience, including roles at G.A. Repple & Company and operating Wolfe Financial, a firm offering financial planning, securities investments, tax preparation, and accounting services. Outside of advising, she serves as vice president on the board of a professional condo association. 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, charitable organizations, and employers.

Jack Edwards is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and bringing 21 years of industry experience. He has worked at MML Investors Services and MassMutual Life Insurance Co. since 2022 and previously spent seven years at The Strategic Financial Alliance, Inc. Additionally, Edwards is the owner and principal of Duryea & Edwards CPAs, a CPA firm providing tax return preparation, bookkeeping, payroll, and tax planning services. He is also involved in small business ventures including a personal vehicle rental and 3D printing operation and administrative services through separate LLCs. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements using firm-approved analytical tools and offers event-driven planning programs including divorce and estate-settlement services.