Seattle, WA Fifth Avenue Office

Ashlynn Helm is a financial advisor at MassMutual Investors Services in Seattle, WA, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining MassMutual Investors Services, she worked at MassMutual Life Insurance Company and has also held roles outside the financial industry, including positions at Plato’s Closet and AMC Movie Theaters. 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, estates, charitable organizations, and employers. The firm emphasizes annual collaborative financial planning engagements supported by firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

Brian Biggs is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding Series 63 and 65 designations and possessing 25 years of industry experience. He previously worked at United/Mutual of Omaha Investor Services Inc. for 21 years before joining MassMutual Life Insurance Co. and Mass Mutual Investors Services. In addition to his advisory role, he holds an outside insurance sales position focusing on life, disability, property and casualty, 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 provides financial planning, asset management, and educational programs utilizing collaborative, goal-oriented planning supported by firm-approved analytical tools.

Jamison Russ is a financial advisor at MassMutual Investors Services with 21 years of industry experience. He holds the Series 66 designation and has been with MassMutual Financial Group since 2005. He serves as president of the Seattle Hebrew Academy and is treasurer on the board of Advance Autism, organizations focused on education and support for families affected by autism. MassMutual Investors Services is an SEC-registered investment adviser and broker-dealer serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars with planning engagements structured as annual, collaborative relationships.

James Sypher is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with MML Investors Services, LLC and MassMutual Life Insurance Co since 2004. MML Investors Services, LLC is 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. The firm’s planning engagements are structured as collaborative annual relationships that incorporate firm-approved analytical tools and focus on recommending investment categories and strategies rather than specific products.

Zachary Daniel is a financial advisor with Mass Mutual Investors Services holding a Series 66 designation and no prior industry experience. His background includes roles at MassMutual Life Insurance Company, Goldman Sachs & Co. LLC, Morgan Stanley, and Uber Technologies. Mass Mutual 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 offers collaborative, annual financial planning engagements using firm-approved software and emphasizes event-driven planning programs such as divorce, estate settlement, and employer-sponsored planning.

Daniel Rosales is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He previously worked at Northwestern Mutual in various capacities over 12 years before joining Mass Mutual in 2020. Outside of his advisory role, he also works as an insurance broker specializing in life, disability, long-term care, and variable annuities. 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 advisory relationships with an emphasis on collaborative, annual financial planning and a range of event-driven planning services.

Craig Armstrong is a financial advisor at Mass Mutual Investors Services with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at MassMutual and its affiliated firms since 2014. Outside of his advisory role, he is also an insurance agent specializing in 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 financial planning, asset management, and educational seminars, structuring ongoing planning engagements that involve detailed client analysis and written recommendations.

Daqian Ning is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding a Series 66 designation and one year of industry experience. Prior to joining Mass Mutual Investors Services, Daqian worked at Equitable Advisors, LLC and has academic experience at the University of Washington. 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 uses collaborative, goal-focused financial planning supported by firm-approved software tools and offers specialized programs including divorce planning, estate settlement, and employer-sponsored planning.

Gus Zefkeles is a financial advisor at Mass Mutual Investors Services in Seattle, WA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 43 years of industry experience, having worked at MML Investors Services, Inc. since 1984. 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 provides financial planning, asset management, and educational seminars, employing a collaborative, goal-based approach using firm-approved analytical tools.

Christopher Delaney is a financial advisor with MassMutual Investors Services in Seattle, WA, holding Series 63, Series 65, and Series 66 credentials. He has 17 years of industry experience, serving at MML Investors Services Inc and MassMutual Life Insurance Company since 2009. Outside of his advisory role, he owns a residential rental property business. 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, charitable organizations, and employers. The firm uses collaborative, software-driven planning methods and offers various programs, including educational seminars and specialized event-driven planning services.

Theresa King is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding Series 63 and Series 65 licenses and 31 years of industry experience. She has been with MML Investors Services and Massachusetts Mutual Life Insurance Co since 1998. Outside of her advisory role, she works part-time as a group health sales agent and engages in real estate transactions representing herself and her husband. MML 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 as annual collaborative relationships using firm-approved analytical tools and provides a range of event-driven planning services.

Jennifer Thomsen is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding a ChFC® designation along with Series 63 and Series 65 licenses. She has 26 years of industry experience, having worked at Mass Mutual and its affiliated firms since 1999. Outside of her advisory role, she is involved in individual life and health insurance sales and has ownership interests in real estate through PMJJ, LLC and Stellar Properties LLC. Mass Mutual 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 structures its financial planning as annual, collaborative engagements, utilizing firm-approved analytical tools and providing written recommendations without investment discretion.

Edwin Erickson is a financial advisor at Mass Mutual Investors Services with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with MML Investors Services Inc and MassMutual Life Insurance Company since 2010. Outside of his advisory role, he is involved in individual and group life and health insurance sales. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning using advanced analytical tools and offers specialized programs including divorce planning and estate settlement.

Matthew Mc Millan is a financial advisor with Mass Mutual Investors Services in Seattle, WA. He holds the Series 63 and Series 65 designations and has two years of industry experience. His prior work includes roles at Young Financial Group, MassMutual Life Insurance Co, and Mobilize Physical Therapy. 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 financial planning as annual, collaborative engagements using firm-approved analytical tools.

Christopher Shinn is a financial advisor with Mass Mutual Investors Services in Seattle, WA, holding Series 63 and Series 65 designations and bringing 28 years of industry experience. He has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Company since 1998. Outside of his advisory role, Shinn is also an insurance agent focusing on health insurance. 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, with a planning process that uses firm-approved software tools and generally recommends investment categories rather than specific products.