Scottsdale, AZ 6263 N Scottsdale Rd Office

Justin Shumate is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ. He holds the Series 66 designation and has six years of industry experience. His prior roles include positions at Edward Jones and MassMutual Life Insurance Company. Outside of financial advising, he is involved in sales for a B2B IT training company. 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, goal-focused approaches supported by firm-approved analytical tools.

John Harman V is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ. He holds the Series 66 designation and has one year of industry experience, having previously worked in dental care and other fields. 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 analytical tools to develop collaborative, ongoing planning relationships.

Jake Strachan is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ. He holds Series 65 and Series 63 licenses and has been working in the industry since 2024, including roles at Bankers Life and MassMutual Life Insurance Company. Outside of his advisory work, he has experience with small business ventures such as Windows By Jake and Pinnacle Seeds. 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 financial planning engagements using firm-approved software and a range of investment programs.

Lindsay Capozza Miceli is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding a Series 66 designation and 11 years of industry experience. She has been with MML Investors Services LLC since 2014 and with MassMutual Life Insurance Company since 2013. Outside of her advisory role, she is the owner of LCM Finance LLC, an entity used for pass-through compensation. 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, using firm-approved software and models to deliver written recommendations tailored to client goals.

Dolman Vineyard III is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding the CFP® designation and Series 63 and 66 licenses, and has 18 years of industry experience. His career includes roles at Vinity Financial Group, LLC, SharpePoint, LLC, LPL Financial, and Private Advisor Group, LLC. Outside of his advisory work, he is involved in several entrepreneurial ventures, including ownership of D'VINE FINANCIAL, LLC and Vinity Insurance Group, LLC, and is a partner at Vinity Legacy Group, LLC, which focuses on facilitating estate planning. 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 ongoing financial planning, asset management, and educational seminars, structuring engagements as annual, collaborative relationships using firm-approved analytical tools to provide recommendations primarily at the investment category and strategy level.

Kristina Heckel is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding Series 63 and Series 65 licenses and one year of industry experience. Her prior roles include positions at NYLIFE Securities LLC and New York Life Insurance Company. Outside of advising, she owns and operates Bloom Divorce Advisory Services, providing consulting related to divorce proceedings. 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, with advisory services structured around annual collaborative client relationships.

Stephanie Ellsworth is a financial advisor with MassMutual Investors Services based in Scottsdale, AZ. She holds Series 65 and Series 63 licenses and has 10 years of industry experience. Ellsworth has been with MML Investors Services LLC since 2015 and MassMutual Life Insurance Company since 2010. She is also the owner of Commercial Cost Solutions, LLC. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, charitable organizations, and employers. The firm offers collaborative, goal-based planning using firm-approved software and educational seminars alongside various investment programs.

Paul Johns is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding Series 66 and Series 63 licenses and 17 years of industry experience. His prior roles include positions at Edward Jones and Cetera Advisors, LLC. Outside of his advisory work, he teaches four classes at Chandler Preparatory Academy for grades 6 through 12. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational seminars.

Elayne Jackson is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding the ChFC® designation and Series 63 license. She has 36 years of industry experience, including over 26 years with Mass Mutual Investors Services and 27 years with MassMutual Life Insurance Co. She is also involved in life and health insurance sales through Revere Financial Services. 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, using collaborative, annual planning engagements supported by firm-approved software tools.

Daniel Mullen is a financial advisor with MassMutual Investors Services in Scottsdale, AZ, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He has worked with MML Investors Services since 2014 and MassMutual Life Insurance Company since 2013. Outside of his advisory role, Mullen also works as an independent contractor for Uber. 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, with planning engagements focused on collaborative, goal-oriented processes using firm-approved analytical tools.

Michael Friedman is a CFA® charterholder and Series 63 licensee with one year of experience in the financial industry. He is currently affiliated with Mass Mutual Investors Services and MassMutual Life Insurance Company. Prior to this, he worked at Vinity for five years and First National Bank of Omaha for four years. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides asset management, wrap and money-manager programs, and educational seminars.

Alexander Barba is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience, including roles at MML Investor Services, MassMutual Life Insurance Company, and prior to that, worked at Bliss Travel Service and Merrell. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements that utilize firm-approved analytical tools and emphasizes event-driven planning programs such as divorce and estate settlement.

Alexander Panos is a financial advisor at Mass Mutual Investors Services with six years of industry experience. He holds a Series 66 designation and has worked at Thrivent Financial, Northwestern Mutual, and ICU Medical. Panos is also involved as a managing member of Thesauros Wealth Management LLC and works as an insurance broker specializing in life, disability, long-term care, and fixed annuities. 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 provides financial planning, asset management, and educational seminars, emphasizing collaborative, goal-oriented planning engagements.

Joshua Miceli is a CFP® professional with 17 years of experience at MassMutual Investors Services in Scottsdale, AZ, where he has worked since 2009. His background includes roles with MassMutual Life Insurance Company and various business activities related to life and health insurance, casualty and benefits sales, and financial services accounting. He is also involved as a non-participatory owner in a social media and lead generation 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, wrap and money-manager programs, and educational seminars.

John Haas is a financial advisor with Mass Mutual Investors Services in Scottsdale, AZ, holding a Series 66 designation and nine years of industry experience. He has been associated with MML Investors Services and MassMutual Life Insurance Company since 2016. Outside of his advisory role, he also engages in the sales and servicing of insurance products not offered through MassMutual. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using firm-approved analytical tools and offers additional planning services including divorce and estate-settlement planning.