Mass Mutual Investors Services

Kayla Santos is a financial advisor with Mass Mutual Investors Services in Warwick, RI, holding Series 63 and Series 65 licenses and having nine years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously at MetLife and MetLife Securities. Outside of her advisory role, she is an independent insurance agent specializing in life, fixed annuities, disability, long-term care, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that serves 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 tools to analyze client goals and deliver written financial recommendations.

Gary Conicella is a financial advisor with MassMutual Investors Services in St. Augustine, FL, holding a Series 63 designation and possessing 34 years of industry experience. His prior roles include positions at MetLife Securities Inc. and Metropolitan Life Insurance Company, where he worked for over two decades. He is also involved in an outside insurance business, focusing on life, fixed annuities, and disability products. MassMutual Investors Services 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 engagements supported by firm-approved analytical tools and offers a range of planning programs including estate settlement and employer-sponsored planning.

Jacob Glofka is a financial advisor with MassMutual Investors Services, holding a Series 63 designation and 31 years of industry experience. His career includes long tenure at MetLife and its affiliated entities from 1993 to 2017 before joining MassMutual in 2016. He is also the owner of an inactive LLC, GLOFKA LLC. MassMutual 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 services, using firm-approved software to support collaborative, goal-oriented client relationships.

Derek Snider is a financial advisor at Mass Mutual Investors Services with 18 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Mass Mutual since 2007, with prior experience at Wienken Advisors, Ltd and currently at The Appalachian Financial Group. He co-leads and instructs financial literacy seminars through Appalachian Financial Literacy Group, LLC. 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 engagements as annual, collaborative relationships focused on client goals and recommended investment strategies.

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.

Christopher Caira is a financial advisor with MassMutual Investors Services in Los Alamitos, CA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with MML Investors Services and MassMutual Life Insurance Company since 2003. Outside of his advisory role, he is a co-owner of rental property businesses with his brother. MassMutual 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-based planning and offering a variety of investment and insurance solutions.

Mark England is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked with Eagle Strategies and New York Life Insurance Company. Additionally, he is involved in outside insurance sales focusing on life, fixed annuities, disability, long-term care, 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 offers ongoing financial planning, asset management, and educational seminars, using firm-approved software and collaborative planning processes.

Thomas Smith is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and 14 years of industry experience. He has worked in various roles at Mass Mutual Investors Services and its affiliated entities, as well as at Capital City Bank, LPL Financial, and Valic Financial Advisors. 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 emphasizes collaborative, annual financial planning engagements and offers specialized programs such as estate-settlement and employer-sponsored planning.

Harry Carroll III is a financial advisor at Mass Mutual Investors Services with 30 years of industry experience. He holds a Series 63 designation and has worked with Mass Mutual Investors Services since 2017, following his tenure at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Outside of his advisory work, Carroll is the head coach of the Moorestown High School rowing team. 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, using firm-approved tools to develop written recommendations tailored to client goals.

Kyle Ortmann is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 15 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and at MassMutual Life Insurance Company since 2016, with prior experience at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, Ortmann is involved in sales of life settlements and works as an insurance agent offering various life and disability products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charities, and employers. The firm provides ongoing financial planning and asset management services using firm-approved tools and offers educational seminars alongside specialized planning programs.

Harris Green is a financial advisor with Mass Mutual Investors Services in Peachtree Corners, GA, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities Inc. in 2015-2017. Outside of his advisory role, he is involved in insurance-related activities, including serving as an agent for dental and group disability income products and as president of H.S. Green Enterprises, Inc. 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 annual collaborative financial planning engagements and various programs including educational seminars, with a focus on recommending investment strategies rather than specific products.

James Wolfson is a CFP® professional with 42 years of industry experience, currently serving at Mass Mutual Investors Services since 2017. He has also worked with MassMutual Life Insurance Company and MetLife Securities Inc. Wolfson holds the Series 63 designation and is involved as an agent in individual life, health, and group health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides comprehensive financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm employs collaborative, software-driven planning processes and offers a range of event-driven planning programs, including recently introduced standalone Divorce Planning.

Brett Norton is a financial advisor with Mass Mutual Investors Services in New York, NY. He holds a Series 63 designation and has nine years of industry experience. His career includes roles at MML Investor Services, LLC, Mass Mutual Life Insurance Company, and Lenox Advisors, Inc. Outside of his advisory work, he is also involved in insurance sales as an agent with Lenox Advisors, focusing on life and health insurance products. 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 firm-approved software tools to support collaborative, goal-based planning and investment recommendations.

Logan Johnson is a financial advisor with Mass Mutual Investors Services in Jonesboro, AR, holding a Series 66 license and five years of industry experience. He has worked at Mass Mutual Investors Services since 2020 and previously at Northwestern Mutual and Arkansas State University. Outside of advising, he is the owner of NEA Finco LLC, an LLC established for tax purposes. 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 comprehensive financial planning and asset management services using firm-approved analytical tools, with offerings including event-driven planning programs such as divorce planning and estate settlement.

Daniel Ortman is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and over 30 years of industry experience. His career includes long tenures with MetLife Securities Inc. and Metropolitan Life Insurance Company before joining Mass Mutual. He is based in Southfield, MI. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including asset management and educational seminars, emphasizing collaborative, annual financial planning relationships.