Newport Beach, CA Macarthur Court Office

Aaron Diaz is a CFP® professional with seven years of experience in financial advisory roles. He is currently with MassMutual Investors Services and MassMutual Life Insurance Company. Prior to that, he worked at EP Wealth Advisors, Lincoln Financial Advisors, Farther Finance Advisors, Bank of America, Merrill, and Wells Fargo. In addition to his advisory work, he is involved in insurance brokerage, focusing on life, disability, long-term care, fixed annuities, and health insurance. MassMutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing financial planning, asset management, and various educational programs. The firm structures planning engagements as annual, collaborative relationships using firm-approved analytical tools and offers a range of event-driven and specialized planning services.

Chase Skistimas is a financial advisor with Mass Mutual Investors Services in Newport Beach, CA, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with Mass Mutual and Mutual of Omaha in various capacities since 2012. Outside of advisory work, he is a member of C & M Aesthetics, LLC, where he oversees management processes and consults on business decisions. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

Ethan Barnes is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and one year of industry experience. He has been with Mass Mutual and its affiliated companies since 2023. Outside of his advisory role, he is also licensed as an insurance agent specializing in life, disability, long-term care, fixed annuities, and health 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 comprehensive financial planning, asset management, and educational programs using firm-approved software and collaborative annual planning relationships.

Kevin Dykes is a financial advisor with Mass Mutual Investors Services and holds the Series 63, 65, and 66 licenses. He has 16 years of industry experience, including prior roles at Morgan Stanley, Citigroup Global Markets, and Merrill. In addition to his advisory work, he is the owner and president of Magellan Capital Inc, a group life and health insurance company, and provides consulting services to other financial professionals. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, with planning engagements focused on collaborative goal analysis and written recommendations using firm-approved tools.

Rita Yeh is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes roles at MassMutual Life Insurance Company and Metlife Securities Inc. She is also an independent insurance agent licensed to sell life, accident, and health insurance. 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, structuring planning engagements as annual collaborative relationships using firm-approved analytical tools.

Joseph Christian is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds the Series 66 designation and has been affiliated with MassMutual and its subsidiaries since 2016. Outside of his advisory role, he is involved in the sale of individual and group life and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, annual financial planning engagements.

Enrique Santos is a financial advisor with Mass Mutual Investors Services in Newport Beach, CA. He holds a Series 66 designation and has been in the industry since 2025, with prior experience in various roles including at Able Plumbing, Magnolia Foods LLC, and educational institutions. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved tools to deliver written recommendations within annual collaborative client relationships.

Robert Conlisk is a financial advisor with Mass Mutual Investors Services in Newport Beach, CA, holding a Series 66 designation and 26 years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 2001. In addition to his advisory role, he is also licensed as a life and health insurance agent. 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, providing collaborative, goal-based planning without investment discretion.

Alicia Mckie is a financial advisor with Mass Mutual Investors Services in Newport Beach, CA, holding Series 63 and Series 66 licenses and having 22 years of industry experience. She has worked at MML Investors Services LLC and MassMutual Life Insurance Company since 2013. Outside of her advisory role, she serves as an employee and director of wealth management at The Hermann Financial Group Inc. and is a board member and trustee for the Westerly School of Long Beach. MassMutual Investors Services provides financial planning and asset management services to individuals, business owners, trusts, estates, charities, and employers, utilizing firm-approved tools and delivering written recommendations through annual collaborative engagements.

Mariah Whalen is a financial advisor with MassMutual Investors Services and holds the Series 66 designation. She has experience working with MassMutual Life Insurance Company and MML Investors Services, LLC since 2026, as well as prior roles at California Polytechnic State University and as a self-employed professional. In addition, she has been involved with Peak Catalysts LLC since 2023. MML 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 analytical tools and offering a range of event-driven planning services.

Jeffrey Bush is a financial advisor with Mass Mutual Investors Services in Newport Beach, CA, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Company since 2012. Outside of advising, he is involved in insurance sales through a separate business. 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 programs, providing strategies tailored to clients’ goals without exercising investment discretion.

John Dewey is a financial advisor with Mass Mutual Investors Services in Newport Beach, CA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Veridien Capital Partners, Foreside Fund Services, and MassMutual Life Insurance Company. Outside of his advisory work, he serves as an advisor for the Neighborhood Youth Association, an after-school program for underserved teens. 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 ongoing financial planning, asset management, and educational seminars with a focus on collaborative, goal-oriented planning engagements.

Brooke Bastiaans is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and four years of industry experience. Her prior roles include positions at Pure Financial Advisors, Bank of America, Merrill, and New York Life. Mass Mutual Investors Services, LLC 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 structures planning engagements as annual collaborative relationships using firm-approved software to analyze client goals and deliver written recommendations.

Ira Hermann is a financial advisor with MassMutual Investors Services in Laguna Niguel, CA, holding ChFC® and Series 63 credentials and bringing 39 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Company since 2013. Outside of his advisory role, he is involved in various entrepreneurial activities, including investing in real estate ventures and providing capital to a pizza restaurant. MML 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. The firm offers structured, collaborative financial planning engagements using firm-approved analytical tools and supports implementation through brokerage and insurance arrangements.

Andrew Hyun is a financial advisor with MassMutual Investors Services in Newport Beach, CA, holding Series 63 and Series 65 designations and 13 years of industry experience. He has worked with MML Investors Services LLC since 2013 and MassMutual Life Insurance Company since 2012. Outside of his advisory role, he is also licensed as an agent for individual life and health insurance. 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, emphasizing collaborative, goal-based planning without investment discretion.