Tampa, FL W Kennedy Blvd Office

Matthew Hunter is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 18 years of industry experience. He has worked at MassMutual Life Insurance Company and Mass Mutual Investors Services since 2019, with prior experience at Waddell & Reed Inc. from 2015 to 2018. 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, using firm-approved tools to develop collaborative, goal-based recommendations.

Shaker Sherif is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked with MassMutual Life Insurance Company and Principal Life Insurance Company since the late 1990s. Outside of his advisory role, Sherif owns Sherif Financial Group, which focuses on health insurance sales. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and investment advisory services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers asset management, wrap and money-manager programs, and educational seminars structured as annual, collaborative client engagements.

Christopher Martinson is a CFA® charterholder with nine years of industry experience. He currently works at Mass Mutual Investors Services and MassMutual Life Insurance Co. Prior to joining MassMutual in 2025, Martinson held positions at BNY Mellon Securities Corporation, BNY Mellon, and Citi Private Advisory. He is also licensed as an insurance broker focusing on long-term care. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm provides financial planning, asset management, and educational seminars, emphasizing collaborative, annual planning engagements using firm-approved analytical tools.

Brenton Matzek is a financial advisor with Mass Mutual Investors Services in Tampa, FL. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior roles include work at Wells Fargo Clearing, Fisher Investments, and Walser Wealth Management Company, LLC. 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 offers collaborative, annual planning engagements using firm-approved tools and inclusive educational programs.

Eric Wilbur is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding a Series 66 designation and bringing 13 years of industry experience. He has been with Mass Mutual and its affiliated firm MML Investors Services since 2013. In addition to his advisory role, he works as an agent providing individual life, health, property/casualty, group life, and group health insurance, and he is involved in Medicare Advantage sales. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers through ongoing financial planning, asset management, and educational seminars. The firm emphasizes collaborative planning engagements using firm-approved analytical tools, offering event-driven planning services including divorce and estate-settlement planning.

Chase Caldwell is a CFP® and ChFC® with four years of industry experience, currently affiliated with Mass Mutual Investors Services in Tampa, FL. Prior to this, he worked at Northwestern Mutual in various capacities from 2020 to 2024. Outside of financial advising, he owns and operates One Plug Entertainment, LLC, which provides DJ, photobooth, and consulting services for weddings and events. Mass Mutual Investors Services 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 emphasizes collaborative annual planning engagements supported by firm-approved analytical tools and provides a range of specialized planning programs, including a standalone Divorce Planning offering.

Sophia Belilovskiy is a financial advisor with MassMutual Investors Services in Tampa, FL, holding a Series 66 designation and five years of industry experience. She has worked with MML Investors Services since 2020 and was previously employed at Levin Financial Group/MassMutual and The University of Tampa. Outside of her advisory role, she consults on organizational systems and processes through Nautilus Vantage Inv. 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 programs, emphasizing collaborative annual planning engagements that focus on investment strategy recommendations.

Frank Zito Jr. is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has been with Mass Mutual Investors Services and MassMutual Life Insurance Company since 2015. Outside of his advisory role, he is the owner and president of Why Knot Properties, LLC, a real estate holding 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 provides financial planning, asset management, and educational seminars, employing collaborative, annual financial planning engagements using firm-approved analytical tools.

Mark Monkarsh is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding a Series 63 designation and 28 years of industry experience. He has been with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co since 2015. He is also active as an insurance agent with Independent Financial Resources and First Financial Resources Group, a producer group focused on negotiating commission structures for insurance agents. MML 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, utilizing firm-approved software to develop written recommendations in collaborative, ongoing client relationships.

Robert Smith is a financial advisor with Mass Mutual Investors Services in Tampa, FL, holding a Series 63 designation and bringing 33 years of industry experience. He has been with MML Investors Services since 1993 and has also been associated with Massachusetts Mutual Life Insurance Company since 1991. Outside of his advisory role, he operates Smith Benefits, which focuses on health, group life, and group health insurance. Mass Mutual Investors Services 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 employs firm-approved software tools to analyze client goals and offers event-driven planning services, including estate and employer-sponsored programs.

Michael Levin is a financial advisor with MassMutual Investors Services in Tampa, FL, holding a Series 66 designation and 21 years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 2005. Outside of his advisory role, Levin serves as a board member for the National Pediatric Cancer Foundation and is involved in managing racehorse ownership through several business entities. 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 provides ongoing financial planning, asset management, and educational seminars, recommending investment strategies without discretionary authority over client assets.