Mechanicsburg, PA Sterling Parkway Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$111,930,528,956
ClientsTotal clients
448,837
AdvisorsAdvisors at this office
43
Of 5,064 advisors across 1,220 offices
Location
100 Sterling Parkway, Suite 307
Mechanicsburg PA 17050
Advisors at this office
43
Advisors at this office
Derek S
Series 63, Series 65
Mechanicsburg, PA
Mass Mutual Investors Services
Derek Snider is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Mass Mutual since 2007, with prior experience at Wienken Advisors, Ltd and currently at The Appalachian Financial Group. He co-leads and instructs financial literacy seminars through Appalachian Financial Literacy Group, LLC. 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, structuring engagements as annual, collaborative relationships focused on client goals and recommended investment strategies.
Katherine L
Series 66
Mechanicsburg, PA
Mass Mutual Investors Services
Katherine Lewis is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and 18 years of industry experience. She previously worked at Grove Point Investments, LLC for 15 years before joining MassMutual Life Insurance Company and MML Investors Services in 2021. Outside of advising, she owns a retail design business called Blended Creations, assists clients with tax preparation at Jackson Hewitt, and serves as a community ambassador organizing events for Bester Community of Hope in Hagerstown. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals—including high-net-worth clients—business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative annual financial planning engagements using firm-approved software and offers specialized planning programs such as divorce and estate-settlement planning.
Keith R
CFP®, Series 66
Mechanicsburg, PA
Mass Mutual Investors Services
Keith Russell is a CFP® professional with six years of industry experience, currently affiliated with Mass Mutual Investors Services in Mechanicsburg, PA. He has worked at MML Investors Services since 2019 and has held roles at MassMutual since 2017. Outside of advisory work, Russell is also licensed as an agent in life and health insurance. MassMutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm uses firm-approved software tools for goal analysis and offers collaborative, ongoing financial planning engagements.
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.
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.
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.
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.
Thomas W
Series 66, Series 65
Mechanicsburg, PA
Mass Mutual Investors Services
Thomas Weber is a financial advisor with Mass Mutual Investors Services in Mechanicsburg, PA, holding Series 65 and Series 66 licenses and 14 years of industry experience. He previously worked at Wienken Advisors, Ltd. for seven years and currently co-leads financial literacy seminars as an instructor with Appalachian Financial Literacy Group, LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning relationships using proprietary software and also conducts educational seminars and specialized planning services.
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.
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.
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.
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.
Amy K
Series 63, Series 66
Mechanicsburg, PA
Mass Mutual Investors Services
Amy Kramer is a financial advisor at MassMutual Investors Services with 16 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining MassMutual in 2019, she worked at Cetera Advisor Networks LLC for six years and was associated with CLELAN & CO and Aegis Retirement for 19 years. MassMutual 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, utilizing firm-approved software and collaborative planning processes.
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.
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.
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