San Antonio, TX Reunion Place Office

Melinda Adams is a Series 66-licensed financial advisor with MassMutual Investors Services in San Antonio, TX, and has five years of industry experience. She has worked at MassMutual Investors Services since 2020 and at MassMutual Life Insurance Company since 2019. Outside of her advisory role, she owns Exit With Purpose, a financial coaching business that focuses on budgeting, saving, debt management, and helping clients prepare to exit their businesses. MassMutual Investors Services, a broker-dealer and SEC-registered investment adviser 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 financial planning engagements supported by firm-approved analytical tools and offers a range of educational programs and event-driven planning services.

Parth Rana is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 designation and 18 years of industry experience. He has worked at MML Investors Services Inc since 2007 and Massachusetts Mutual Life Insurance Company since 2006. In addition to his advisory role, Rana provides business consulting and exit planning services to help business owners prepare for future sales of their companies. MassMutual 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, emphasizing annual collaborative planning relationships using firm-approved analytical tools.

Diana Scheel is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 65 licenses and with 22 years of industry experience. She has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2005. In addition to her advisory role, she works as a life insurance agent. 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, annual financial planning engagements using firm-approved analytical tools, with optional implementation through separate brokerage or insurance arrangements.

Michael Conrad is a financial advisor with Mass Mutual Investors Services in San Antonio, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles in healthcare rehabilitation and transportation. Mass Mutual 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, charitable organizations, and employers. The firm offers various programs and educational seminars with a structured, collaborative approach to financial planning.

Cesar Canizalez is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 65 licenses and possessing 12 years of industry experience. He has been with MML Investors Services since 2013 and concurrently affiliated with Mass Mutual Life Insurance Company since 2012. Outside of his advisory role, he is also engaged as an insurance broker providing life, disability, long-term care, fixed annuities, and health insurance products. 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 programs, structuring planning engagements as annual, collaborative relationships that utilize firm-approved software to analyze client goals and deliver written recommendations.

Donovan Fikes is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 65 credentials and 25 years of industry experience. He has been with MML Investors Services, Inc. and Mass Mutual Life Insurance Company since 2000. Outside of advisory work, he consults on spinal cord injury life issues based on over two decades of personal experience as a quadriplegic. 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, asset management, and educational seminars, using firm-approved software to deliver written recommendations tailored to client goals.

Peter Lewis is a financial advisor with Mass Mutual Investors Services in San Antonio, TX. He holds the ChFC® designation and Series 63 license, with 39 years of industry experience. He has been with MML Investors Services since 1987 and associated with MassMutual since 1986. 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 ongoing financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver recommendations without investment discretion.

Charles Matt is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 63 designation and bringing 32 years of industry experience. He has been associated with Mass Mutual Investors Services and MassMutual Life Insurance Co since 1997 and serves as an adjunct faculty member at the University of the Incarnate Word. Matt also teaches graduate-level theology as an adjunct professor at the Oblate School of Theology and has been a workshop presenter for the Archdiocese of San Antonio. 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 utilizes firm-approved software and educational seminars to support collaborative, goal-based financial planning engagements.

Todd Cox is a financial advisor with Mass Mutual Investors Services in San Antonio, TX. He holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Thrivent Investment Management Inc., NYLife Securities LLC, and a decade of self-employment. 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 an emphasis on collaborative, goal-focused planning.

Oran Tsakopulos III is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been associated with MassMutual Life Insurance Company and Mass Mutual Investors Services since 2000. Outside of his advisory role, he works as a sales agent specializing in individual and group life and health insurance. 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, charitable organizations, and employers. The firm offers planning through collaborative, annual engagements using firm-approved software tools, with additional services including wrap programs and educational seminars.

Brian West is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding a Series 66 designation. He has one year of industry experience, previously working at Rackspace Technology and Apple. 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 ongoing financial planning, asset management, and educational seminars, using firm-approved software and a collaborative annual planning process.

Javier Perez Jr. is a financial advisor with MassMutual Investors Services in San Antonio, TX, holding a Series 66 designation and four years of industry experience. Prior to joining MassMutual Investors Services, he worked with MassMutual Insurance Company and has been the founder of Seven Ages Media, a media consulting and production company, since 2018. His media work includes enhancing social media strategies and producing and editing content. MassMutual 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, employing firm-approved software and collaborative annual planning processes.

Craig Cross is a financial advisor with Mass Mutual Investors Services in San Antonio, TX, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at CiTIGROUP and Frost Brokerage Services Inc. Craig Cross has worked at MML Investors Services, LLC and MassMutual Life Insurance Co since 2020. 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, annual financial planning engagements and various event-driven planning programs.

Thomas Gallagher is a CFP® and ChFC® with 28 years of experience in financial services. He has been with Mass Mutual and its affiliates, including Mass Mutual Investors Services, since 2001. Gallagher is based in San Antonio, TX. 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, emphasizing collaborative, annual planning relationships using firm-approved software and strategies.

Hunter Weilbacher is a financial advisor at Mass Mutual Investors Services with Series 63 and Series 65 licenses and one year of industry experience. His work history includes roles at MassMutual Life Insurance Co, Guardian, and New York Life Insurance. Outside of financial advising, he formerly owned Weilbacher Brewery, LLC, a now-closed restaurant and bar. 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, emphasizing collaborative client relationships and goal-oriented planning.