MML INVESTORS SERVICES - Key Persons


Aaron S. Curry

Job Titles:
  • Financial Advisor
As a financial services professional, the ability to help people think strategically about their future is a critically important skill. Aaron assists his clients with mapping out a long-term vision, and then systematically approaching that target through annual planning. His practice focuses largely on the needs of business owners, professionals, and their families. Aaron's enthusiasm for his work transcends the intellectual challenge of looking at complex financial situations and devising appropriate solutions. "A strong family is foundational to success in every aspect of life," he says. "I firmly believe that the products and services I offer strengthen lives and marriages." For Aaron, it's immensely satisfying to know that his work helps clients better prepare for the future. "It's a pretty noble calling every day to get out of bed and have the opportunity to touch people's lives in this way," he says. Aaron's commitment to helping others extends beyond the scope of his practice. He has served as Vice President of the Board of Directors of The Care Center of Oklahoma and of the Phi Kappa Tau fraternity. He and his wife, Jolene, are also very active in Crossings Community Church, in Edmond. In his free time, Aaron enjoys target and trapshooting, playing golf, and going on trips with his family. Aaron and Jolene reside in Edmond, Oklahoma with their two children.

Andrew Eppes

Job Titles:
  • Financial Advisor

Angie Hurt King

Job Titles:
  • Financial Services Professional

Barbie Greer

Job Titles:
  • Agency Coordinator

Barry Johnson


Bill Greer

Job Titles:
  • Financial Services Representative

Brandon Story - CEO

Job Titles:
  • Managing Partner

Carrie D Wilson

Job Titles:
  • Financial Advisor

Cassie Wilson


Catherine M. Patrick

Job Titles:
  • VP of Wealth Mgmt & Financial Planning

Charles H. Lundeen Jr.

Job Titles:
  • Financial Services Professional

Cody Sutton

Job Titles:
  • Financial Planner
Knowledge is the key to a successful financial future. My background, experience and commitment to providing you with the resources you need to make financial decisions, can help make your financial future as successful as you need it to be. I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them. This helps me recommend products and strategies designed to meet their current needs, and more importantly, their future needs.

Curtis Klieger

Job Titles:
  • Financial Planner

Dan Tero

Job Titles:
  • Financial Services Professional

Daniel J. Drabinski

Job Titles:
  • Agency Managing Director of Business & Estate Planning
Mr. Drabinski provides total financial needs analysis through a network of experienced professionals with expertise in: Advisory services Retirement analysis and programs Estate strategies Employee benefit and retention strategies Business continuation strategies Trust services He is associated with Massachusetts Mutual Life Insurance Company (MassMutual). Founded in 1851, MassMutual is a leading mutual life insurance company that is run for the benefit of its members and participating policyholders. The company has a long history of financial strength and strong performance, and although dividends are not guaranteed, MassMutual has paid dividends to eligible participating policyholders every year since the 1860s. With whole life insurance as its foundation, MassMutual provides products to help meet the financial needs of clients, such as life insurance, disability income insurance, long term care insurance, retirement/401(k) plan services, and annuities. In addition, the company's strong and growing network of financial professionals helps clients make good financial decisions for the long-term. Mr. Drabinski has over 19 years of experience in the financial industry, working in trading, research, private equity and advisory. He received a BS in Corp Fin/Inv from Babson College, where he graduated magna cum laude and won the college's Business Plan Competition. Mr. Drabinski has earned the right to use the CFA, CMT, CFBS and CLTC designations. He and his wife Elizabeth live in University Park, Texas along with their four children. He is active in the local community, serving on the Board of Management of the Park Cities YMCA, the Shadow Board of the Rotary Club of Park Cities, the Advisory Board of the Dallas Rugby Foundation, and contributes as an active member of the CFA Society of Dallas Fort Worth, the Association for Corporate Growth, the Dallas Rowing Club and the Christ the King Kingsmen.

Emily Forte

Job Titles:
  • Financial Advisor

Evan Mayse

Job Titles:
  • Financial Planner

Guy Charles


Heather Wildman

Job Titles:
  • New Business Coordinator

Jackie Wakefield

Job Titles:
  • Executive Assistant

Jason Bach

Job Titles:
  • General Agent, CEO
Jason joined MassMutual Dallas - Fort Worth* in the summer of 2010 and serves as the General Manager. Before coming to MassMutual Dallas - Fort Worth, Jason was with Capital Financial Group, LLC/MassMutual, located in Brentwood, Tennessee. Jason has been in the financial services industry for over sixteen years, and in his roles has developed multiple investment strategies for individuals, business owners, trusts, charitable organizations and endowments. He has also been the guest speaker at over 800 client events on topics such as the economic market, the financial market, global investing, stock options and retirement planning. Jason is a graduate of Florida Atlantic University where he majored in Finance. An alumnus for Delta Sigma Pi and the Financial Management Association, he has also completed the Certified Financial Plannercertification educational program and has been designated as a Certified Financial Planner Professional. Mr. Bach resides in Plano, TX with his wife and their two children. When he isn't spending time with his family, church, or work, he likes to squeeze in a game of racquetball.

Jerrell Mure

Job Titles:
  • Financial Advisor

Jonathan "JJ" Lyphout

Job Titles:
  • Financial Planner

Jonathan Gonzales Jr.

Job Titles:
  • Financial Representative

Judi Oginsky

Job Titles:
  • Compliance Assistant

Julie Bird

Job Titles:
  • Financial Advisor

Justin Baack

Job Titles:
  • Agency Supervisory Officer
  • Registered Principal
Justin started with Bluecrest Financial Alliances in June of 2023 and serves as Agency Supervisory Officer. Justin has been in the financial services industry since 2006, starting in the back office at the Federal Home Loan Bank of Dallas. He then went on to become the head trader at TIB - The Independent BankersBank. Most recently, he served as Regional OSJ for Hilltop Securities Inc. Justin is a graduate of Texas A&M Commerce where he received his Masters in Business Administration. Justin also holds a BBA in Finance/Economics from Wayland Baptist University. Justin has attained the following securities Licenses: FINRA Series 7,24,52,53,63 and 66. Justin resides in Carrollton, TX with his wife and two daughters. He enjoys fishing, hunting and coaching his daughters in softball. Justin Baack is a registered principal of and offers securities through MML Investors Services, MML Investors Services, LLC. Member SIPC (www.SIPC.org) 14241 Dallas Parkway Suite 1200 Dallas, Texas 75254 972-348-6300

Justin Miller

Job Titles:
  • Financial Services Professional
Justin began his financial services career over 6 years ago after studying marketing and business at the University of North Texas. His background ranges from management to direct sales. He enjoys going to concerts, playing guitar, and a good cigar. He is actively involved in his church and leads in their worship band.

Kim Land

Job Titles:
  • Agency Financial Administrator

Lisa Rapfogel Ostroff

Job Titles:
  • Financial Planner

Marcie L. Plumbtree

Job Titles:
  • Financial Planner

Margo Whiteley

Job Titles:
  • New Business Coordinator

Melinda Witt

Job Titles:
  • Financial Advisor

Mike Cogliano - Chief Compliance Officer

Job Titles:
  • Chief Compliance Officer
Mike is a graduate of Southern New Hampshire University where he received his Bachelors Degree in General Studies. Mike also has two Associates Degree's from Middlesex College where he majored in both Criminal Justice and Business

Mike McCall

Job Titles:
  • Financial Planner

Mike Pendergrass - CEO

Job Titles:
  • Managing Partner

Nguyen Nguyen

Job Titles:
  • Financial Services Professional

Paul Blas

Job Titles:
  • Agency Technology Specialist

Robin Skillingberg

Job Titles:
  • Vice President of Advisor Experience

Ruben Coronado


Ryan Hill

Job Titles:
  • Registered Representative
Ryan Hill graduated Cum Laude from Stephen F. Austin State University in Nacogdoches, Texas, in 1998, with a BBA degree in Business with a concentration in Finance. Ryan joined the financial services industry in 2001 after acquiring an extensive management background with one of the country's leading retail organizations. His industry specialization includes providing personal advisory services to business owners and executives. Ryan also provides specialization in qualified plans. In 2007-08 he attended a two year "401k Coach" program to help build his expertise and systems around the 401k Industry. In addition to running his practice at Nexus Advisors, LLC, Ryan is also the 401k/Pension Specialist for the Bluecrest Financial Alliances in Dallas. Ryan has been active as Treasurer with the Dallas - Ft. Worth SFA University Alumni Association as well as an active member of Dallas HR, and the Dallas Alumni Chapter of Beta Gamma Sigma, an international honor society recognizing business excellence. He has been married since 1999 and is the proud father of twin sons and a little girl. His favorite leisure time activities are spending time outdoors, CrossFit training with his family, and enjoying a round of golf. Ryan Hill is a registered representative of and offers securities, investment advisory and financial planning services through MML Investors Services, LLC, Member SIPC (www.sipc.org). Supervisory Office: 10000 N Central Expressway, Suite 1200, Dallas, Texas 75231; Phone: (972) 348-6300.

Shad Robertson - CEO

Job Titles:
  • Managing Partner

Sherika Rodgers

Job Titles:
  • New Business Coordinator

Shey T. Stegall - President

Job Titles:
  • President

Taylor Manning

Job Titles:
  • Financial Services Professional
Taylor Manning joined MassMutual Dallas - Fort Worth in September 2010. He and his lovely wife, Kayla, keep their hands full with their two sons. Taylor is a graduate of Hardin Simmons University. When he is not busy with work, he loves anything outdoors, hunting and spending time with his family.

Thomas Schmidt

Job Titles:
  • Certified Family Business Specialist

Tim Stark

Job Titles:
  • Wealth Management Advisor

Vince Synan

Job Titles:
  • Director of Business & Estate Planning

William B. Sanders

Job Titles:
  • Financial Services Representative