Radnor, PA King of Prussia Rd Office

Grey Mitchell is a financial advisor at Mass Mutual Investors Services with three years of industry experience. He holds a Series 66 designation and has previously worked at The Vanguard Group, Equitable Advisors, and Northwestern Mutual. Outside of his financial services career, he has experience in moving and storage services and operated a rental business for several years. Mass Mutual Investors Services is a subsidiary of MassMutual that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools to analyze client goals and delivers written recommendations through annual collaborative planning engagements.

John Novak is a financial advisor with Mass Mutual Investors Services in Radnor, PA, holding a Series 63 designation and 39 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual Life Insurance Company since 1986. 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 emphasizes collaborative, annual planning engagements using firm-approved analytical tools and offers a range of investment programs and educational seminars.

Dominic Bisirri is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and five years of industry experience. He has been with MML Investors Services and Mass Mutual Insurance Co since 2019. His prior roles include work at Widener University and ownership of DJB Inc. for fifteen years. 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, focusing on collaborative, goal-based planning without discretionary investment authority.

Susan Walter is a financial advisor with Mass Mutual Investors Services in Radnor, PA, holding a Series 66 designation and two years of industry experience. Her career includes roles at MassMutual Life Insurance Company and prior entrepreneurial experience, including founding SoupSisters, Inc. She serves as a trustee for a special needs trust. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, emphasizing collaborative, goal-oriented financial planning engagements.

Alvin Kingcade Sr. is a financial advisor with Mass Mutual Investors Services who holds the ChFC® designation and Series 63 license, with 53 years of industry experience. He has worked at MML Investors Services, Inc. since 1988. Outside of his advisory role, he serves as President and Treasurer of the Lena Maloney Community Development Corp., a 501(c)(3) community organization, and is Chairperson of the finance board at Eastwick United Methodist Church. 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 offers ongoing financial planning along with asset management and educational seminars, using firm-approved tools to develop written recommendations in collaborative client relationships.

Emily Zimmerman is a financial advisor with Mass Mutual Investors Services and holds the Series 66 designation. She has one year of industry experience and has worked at firms including MassMutual Life Insurance Company, Northwestern Mutual, and ACAC. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser and subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Robert Ryan Jr. is a financial advisor with Mass Mutual Investors Services in Radnor, PA. He holds a Series 66 designation and has four years of industry experience. His background includes roles at Mass Mutual Insurance Company and Muhlenberg College. 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, using collaborative, annual planning engagements supported by advanced analytical tools.

Nikolaus Kilmer is a financial advisor with Mass Mutual Investors Services and holds Series 63 and Series 66 designations. He has nine years of industry experience, including roles at Northwestern Mutual Wealth Management Company and MassMutual. 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 offers collaborative, goal-based financial planning using firm-approved software and delivers written recommendations without investment discretion.

Linda Katz is a financial advisor with MassMutual Investors Services in Radnor, PA, holding the ChFC® designation and Series 63 license. She has 45 years of industry experience, including over four decades at MML Investors Services, Inc. and MassMutual Life Insurance Company. In addition to her advisory role, she works as a licensed insurance agent involved in the sales and service of insurance products. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning and asset management services through structured, annual client engagements that utilize firm-approved analytical tools and support a range of specialized planning programs.

Zachary Golen is a financial advisor with Mass Mutual Investors Services in Radnor, PA, holding Series 63 and Series 65 registrations and bringing 21 years of industry experience. He has worked with MML Investors Services and MassMutual Life Insurance Company since 2005. In addition to his advisory role, he is involved in sales of life and health insurance products. 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 planning engagements using firm-approved analytical tools and a range of investment and insurance solutions.

Bruce Sham is a financial advisor with Mass Mutual Investors Services in Radnor, PA, holding a Series 63 credential and bringing 40 years of industry experience. He has been with MML Investors Services, Inc. and MassMutual since 2003. Outside of his advisory role, he serves as a synagogue teacher and board member for Old York Road Temple Beth Am, and he owns a social security advocacy and consulting business called Special Planning Solutions. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides ongoing financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers. The firm uses collaborative, goal-based planning supported by firm-approved analytical tools and offers a range of programs including estate settlement and event-driven planning services.

Jessica Fry is a financial advisor at Mass Mutual Investors Services with one year of industry experience. She holds a Series 66 designation and has previously worked at Qurate Retail Group, Audacy, and iHeartMedia. Outside of her advisory role, she owns a voice work business involving copywriting, voice recording, audio editing, and producing. 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 its planning engagements as annual, collaborative relationships using firm-approved analytical tools.

Alexander Mottle is a financial advisor at Mass Mutual Investors Services with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Mass Mutual Investors Services since 2015. Mottle also works as an agent with Kaufman Financial Services in an individual life insurance capacity. 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, wrap and money-manager programs, and educational seminars.

Zoe Tauriello is a CFP® professional with four years of industry experience, currently affiliated with MassMutual Investors Services in Radnor, PA. She has worked with Broad Street Financial, LLC/MassMutual since 2020 and has been associated with Mass Mutual Life Insurance Company and MassMutual Investors Services since 2019. Prior to her advisory career, she was a full-time student from 2016 to 2020. MassMutual Investors Services, LLC is 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 relationships using firm-approved analytical tools and offers event-driven planning programs such as divorce, estate settlement, and employer-sponsored planning.

Robert Fitzmaurice Jr. is a CFP®-certified financial advisor with 38 years of industry experience. He is currently with Mass Mutual Investors Services in Radnor, PA, where he has worked since 1989. His prior experience includes a one-year tenure at First Financial Advisers, LLC. Outside of his advisory role, he is involved in life and health insurance sales. 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, and charitable organizations. The firm emphasizes collaborative, annual planning engagements supported by firm-approved analytical tools.