Marlton, NJ Lake Center Drive Office

Team
Updated today

Client AUM

$111,930,528,956

Clients

448,837

Advisors

8

Of 5,061 advisors across 1,224 offices

Location

10 Lake Center Drive, Suite 203

Marlton NJ 08053

Advisors at this office

8

Advisors at this office

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Santino R

Series 66

Marlton, NJ

Mass Mutual Investors Services

Santino Rao is a financial advisor at MassMutual Investors Services with a Series 66 designation and one year of industry experience. Prior to joining MassMutual, he held positions at TD Bank, Rowan University, and Ocean Casino & Resort. MassMutual 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 a range of programs including wrap and money-manager services, 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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Andrew C

Series 63, Series 65

Marlton, NJ

Mass Mutual Investors Services

Andrew Cardile is a financial advisor with MassMutual Investors Services in Marlton, NJ, holding Series 63 and Series 65 licenses and having 15 years of industry experience. He has been with MML Investors Services Inc. and MassMutual since 2010. Outside of his advisory role, he is involved in life and health insurance sales. 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, using firm-approved analytical tools and structured 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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Achu A

Series 66

Marlton, NJ

Mass Mutual Investors Services

Achu Akum is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 17 years of industry experience. His prior roles include positions at UBS Financial Services and TIAA-Cred Individual & Institutional Services. He is also the principal owner of RenGen Consulting LLC, where he provides strategic consulting services to businesses and organizations. 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 provides collaborative, annual financial planning engagements supported by proprietary software 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
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Kyle M

Series 66

Marlton, NJ

Mass Mutual Investors Services

Kyle Michalski is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation. He has been with MassMutual and its affiliated entities since 2024 and has prior experience in fitness and wellness-related roles, as well as positions in the food service industry and education. Outside of his advisory work, he has been involved with Funatics Fitness. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm utilizes firm-approved software and collaborative planning processes to provide written recommendations, with optional implementation services through 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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Ty C

Series 66

Marlton, NJ

Mass Mutual Investors Services

Ty Costantino is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience and previously worked at Target and Atilis Gym. Outside of financial advising, he is involved in retail sales of jewelry through Sansom Metals. 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, structuring planning engagements as annual, collaborative relationships 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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Mark M

Series 63

Marlton, NJ

Mass Mutual Investors Services

Mark Mesco is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 35 years of industry experience. He has worked at Metlife Securities Inc. and Metropolitan Life Insurance Company from 1989 to 2017 before joining Mass Mutual in 2017. Outside of his advisory role, he is also a property and casualty insurance agent specializing in health and group health. 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 employs firm-approved software for goal analysis and offers event-driven planning programs, including recent additions like 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
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Joseph M

Series 63, Series 65

Marlton, NJ

Mass Mutual Investors Services

Joseph Midili is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 licenses. He has four years of industry experience, including prior roles at NYLIFE Securities LLC and New York Life Insurance Company. Outside of his advisory work, he operates Evergreen Lake Agency LLC, a property and casualty insurance business he acquired from a retired agent. 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, structuring planning engagements as annual, collaborative relationships 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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Peter D

Series 63, Series 65

Marlton, NJ

Mass Mutual Investors Services

Peter Dunn is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 26 years of industry experience. He has been with Mass Mutual Investors Services since 1999 and is also associated with Massachusetts Mutual Life Insurance Company since 1998. In addition to his advisory role, he works as a life and health insurance agent. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, using firm-approved software tools to analyze client goals and provide written 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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