Phoenix, AZ Office

Craig Despres is a financial advisor with MML Investors Services, LLC, a subsidiary of MassMutual, based in Phoenix, AZ. He holds Series 63 and Series 65 designations and has two years of industry experience. Prior to joining MassMutual, he worked at Adopt Technologies, LLC and Zayo Group. He is also the owner and manager of Milestone Financial, LLC. MML 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, annual planning engagements and a range of programs including divorce planning, estate settlement, and employer-sponsored planning.

Jared Mactas is a financial advisor at Mass Mutual Investors Services with one year of industry experience. He holds a Series 66 designation and has worked with MassMutual Life Insurance Company since 2021. Outside of his advisory role, he is also engaged in outside insurance sales, functioning as an insurance broker for various lines of business including life, disability, and health insurance. MassMutual 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, and charitable organizations. The firm employs firm-approved software and collaborative planning processes to deliver written recommendations, with implementation options that include brokerage or insurance arrangements.

Stacey Wisman is a financial advisor at MassMutual Investors Services with 17 years of industry experience. She holds the ChFC® designation and Series 63 license. Stacey has worked with MML Investors Services and MassMutual Life Insurance Company since 2010. She also serves as a sales agent for Strategic Financial Concepts LLC, focusing on individual life and health insurance. MassMutual 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 programs using firm-approved analytical tools, structuring planning engagements as annual, collaborative relationships without discretionary authority.

Samuel Marcus is a financial advisor with Mass Mutual Investors Services in Phoenix, AZ, holding a Series 66 credential and three years of industry experience. His prior roles include positions at Family First Life and Shield Co. Marketing, as well as work at the University of Arizona. 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. The firm uses firm-approved software and structured planning processes to deliver written recommendations, focusing on investment categories and strategies rather than specific product selections.

Donald Swanson is a financial advisor with Mass Mutual Investors Services in Phoenix, AZ, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including 21 years at Thrivent Financial for Lutherans and Thrivent Investment Management. Outside of financial advising, he is president of a real estate company, Kirby Properties LLC. 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 emphasizes collaborative, annual financial planning engagements using firm-approved analytical tools and provides a range of investment programs and educational seminars.

Shana Despres is a financial advisor with MassMutual Investors Services in Phoenix, AZ, holding Series 63 and Series 65 registrations and bringing 30 years of industry experience. Her prior work includes 13 years at Metlife Securities Inc. and a decade with MassMutual Life Insurance Company. She is also CEO and financial planner at Milestone Financial, LLC, where she provides financial advice and planning strategies. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charities, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, employing firm-approved software to develop collaborative, written recommendations.

Lauren Marshell is a financial advisor with Mass Mutual Investors Services in Phoenix, AZ, holding Series 63 and Series 65 licenses and having 14 years of industry experience. She has worked at MML Investors Services LLC and MassMutual Life Insurance Company since 2015, and previously at Voya Investment Management Co. LLC from 2013 to 2015. Outside of her advisory role, she is involved in individual and group life and health insurance sales through Revere Financial. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers, offering financial planning, asset management, and educational seminars.

Nathaniel Neill is a financial advisor with Mass Mutual Investors Services in Phoenix, AZ, holding Series 63 and Series 66 designations and having 10 years of industry experience. His prior experience includes roles at Charles Schwab, The Mather Group, Bank of America Merrill Edge, and New York Life. Outside of advising, he owns Kinghart Services LLC, which provides construction guidance on roofing projects. 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, focusing on collaborative, annual planning relationships using firm-approved software and tools.

Sang Gao is a financial advisor at Mass Mutual Investors Services with 14 years of industry experience. She has held roles at Edward Jones and Massachusetts Mutual Life Insurance Company prior to her current position. Outside of her advisory work, she is the owner of several business ventures including an importing company and a farming solar energy enterprise. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations with financial planning, asset management, and educational programs.

Daniel Baldwin is a CFP® professional with 11 years of experience in financial advisory roles. He has been associated with MassMutual Investors Services since 2015 and has held positions at related entities including MassMutual Life Insurance Company and MML Strategic Distributors LLC. Baldwin is based in Phoenix, AZ. 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, wrap and money-manager programs, and educational seminars.