Mechanicsburg, PA Sterling Parkway Office

Team
Updated today
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Mass Mutual Investors Services

Institution

Firm-wide stats for Mass Mutual Investors Services

Total advisors

5,113

Across 1,227 offices

Clients per advisor

88 Typical

Avg AUM per client

$249,379 Low

HNW client ratio

0% Very Low

About

MML Investors Services, LLC is a broker‑dealer and SEC‑registered investment adviser that operates as a subsidiary of MassMutual. It provides ongoing financial planning to individuals (including high‑net‑worth clients), business owners, trusts, estates, charitable organizations, and employers, and also offers asset management, wrap and money‑manager programs and educational seminars.

Financial planning engagements are structured as annual, collaborative relationships in which advisers collect detailed client information, use firm‑approved software (including Monte Carlo simulations and automated asset‑allocation tools) to analyze goals, and deliver written recommendations; advisers generally recommend investment categories and strategies rather than making specific product selections and do not have investment discretion as part of the planning engagement. Implementation of recommendations is optional and requires separate brokerage or insurance arrangements, and advisers may receive additional compensation in their capacities as registered representatives or insurance agents when clients choose to implement recommendations.

Noteworthy features in the brochure include the recent addition of a standalone Divorce Planning offering (announced March 2026) and explicit descriptions of estate‑settlement and employer‑sponsored planning programs, which present event‑driven planning services in a defined way. The firm also discloses an extensive history of regulatory and enforcement actions (including SEC and state orders and associated remediation) and details about affiliated‑product distribution and sales‑support compensation arrangements that can create potential conflicts of interest for clients to consider.

Based on Mass Mutual Investors Services

Expertise

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting

Based on Mass Mutual Investors Services

Occupation focus

Founder/Business Owner Attorney Executive

Based on Mass Mutual Investors Services

Demographic focus

Married/Couples/Partners Divorced

Based on Mass Mutual Investors Services

Location

100 Sterling Parkway, Suite 307

Mechanicsburg PA 17050

Advisors at this office

43

Advisors at this office

user avatar

Derek S

Series 63, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

Derek Snider is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 65 credentials. He has 19 years of industry experience and has worked at Mass Mutual since 2007, including roles at MassMutual Life Insurance Co and The Appalachian Financial Group. He is also an instructor for Appalachian Financial Literacy Group, LLC, where he co-leads financial literacy seminars. 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 programs using firm-approved analytical tools and structures planning as annual, collaborative engagements.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar

Katherine L

Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Katherine Lewis is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding a Series 66 license and 19 years of industry experience. She previously worked for Grove Point Investments, LLC for 15 years before joining MassMutual and its affiliate firms in 2021. Outside of her advisory role, she owns Blended Creations, a retail business, and works as a tax preparer with Jackson Hewitt; she also serves as a community ambassador helping plan local events in Hagerstown, MD. 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 collaborative, annual financial planning engagements and offers a range of programs including estate and employer-sponsored 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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Keith R

CFP®, Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Keith Russell is a CFP® professional with seven years of experience currently affiliated with Mass Mutual Investors Services. He has worked at MML Investors Services since 2019 and has been with MassMutual since 2017. Prior to his financial services career, he held positions at Securitas Security Services USA and Shippensburg University. Mass Mutual Investors Services, LLC, a broker-dealer and SEC-registered investment adviser, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning, asset management, 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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Cody M

Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Cody Morris is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has seven years of industry experience and has worked at MassMutual Life Insurance Company and Mass Mutual Investors Services since 2018. Prior to that, he was employed at McCormick Taylor for ten years. He is also licensed as a life insurance agent through Assurity Investment Relations. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, including high-net-worth clients, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on annual, collaborative planning relationships and event-driven planning services.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar

Allen C

ChFC®, Series 63

Mechanicsburg, PA

Mass Mutual Investors Services

Allen Carr Sr. is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding the ChFC® designation and Series 63 license. He has 39 years of industry experience, including 37 years with MML Investors Services and Massachusetts Mutual Life Insurance Company. Carr serves on the boards of nonprofit organizations focused on foster care and prison reform. 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, offering various programs including educational seminars and event-driven planning services.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar

Franklin R

Series 63

Mechanicsburg, PA

Mass Mutual Investors Services

Franklin Rankin is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA. He holds a Series 63 designation and has 27 years of industry experience. He has been with MML Investors Services and Mass Mutual Life Insurance Company since 1998. Rankin also works as a licensed insurance agent focusing on life, health, group life, group health, disability, and long-term care 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 firm-approved software tools to provide written recommendations without investment discretion.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar

Peyton W

Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Peyton Wolfe is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and beginning his career in 2025. He previously worked at MSC Industrial Supply and served as an educator at Northern Lebanon High School and Temple University. Mass Mutual 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 provides collaborative, annual financial planning engagements supported by firm-approved analytical tools, with a focus on recommending investment categories and strategies.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar

Thomas W

Series 65, Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Thomas Weber is a financial advisor with Mass Mutual Investors Services who holds Series 65 and Series 66 licenses and has 14 years of industry experience. He has worked at several firms including Wienken Advisors, Ltd., and currently serves as an instructor with Appalachian Financial Literacy Group, LLC, leading educational seminars on financial literacy. Mass Mutual Investors Services, LLC 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, using firm-approved tools and annual collaborative planning processes.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar

Brian L

Series 63, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

Brian Logan is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2003 and is also associated with Wienken Advisors since 2008. Outside of his advisory work, he is an investor in a local golf simulator business. Mass Mutual Investors Services, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning engagements as annual collaborations using firm-approved software to analyze client goals and deliver 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
user avatar

Brent G

CFP®, Series 63, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

Brent George is a financial advisor with Mass Mutual Investors Services, holding the CFP® designation and Series 63 and 65 licenses. He has 29 years of industry experience and has been with MassMutual and MML Investors Services since 1996. In addition to his advisory role, he works as a sales agent in life and health insurance. 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 offers collaborative, goal-oriented planning engagements supported by firm-approved software and a range of investment programs.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar

Alan R

Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Alan Rivest is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of experience in the industry, including prior roles at NY Life Securities LLC and Weinstein Realty Consultants. 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 annual, collaborative relationships that focus on goal analysis and 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
user avatar

Christopher C

Series 63, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

Christopher Cocores is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 65 credentials and over 20 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Co. since 2005. Outside of his advisory role, he is involved in several ventures including ownership and management of real estate holdings, participation in racehorse ownership entities, and a minority ownership and consulting role in a sales training and motivation company. 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, delivering collaborative, goal-driven 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
user avatar

Amy K

Series 63, Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Amy Kramer is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 63 and Series 66 licenses and 17 years of industry experience. Her prior work includes roles at Cetera Advisor Networks LLC and CLELAN & CO, as well as Aegis Retirement. 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 financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes tailored to client goals.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
user avatar

Jeremy J

Series 66

Mechanicsburg, PA

Mass Mutual Investors Services

Jeremy Jamison is a financial advisor at MassMutual Investors Services with five years of industry experience. He holds a Series 66 designation and has previously worked at Wienken Advisors, Ltd. Outside of his advisory role, Jamison owns an ice cream shop in Greencastle, PA. 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, using firm-approved 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
user avatar

Shane R

Series 63, Series 65

Mechanicsburg, PA

Mass Mutual Investors Services

Shane Rapsey is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked at Northwestern Mutual and served 12 years at the Defense Logistics Agency. Outside of his advisory role, he is involved as an assistant coach for junior high school wrestling and works as an insurance agent specializing in health and Medicare Advantage products. 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, and charitable organizations. The firm offers collaborative financial planning engagements using firm-approved 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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