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Robert G

ChFC®, Series 63

Villa Park, CA

Hornor, Townsend & kent, LLC

Robert Gascon is a ChFC® credentialed financial advisor with 41 years of industry experience. He has been with Hornor, Townsend & Kent, LLC for over 40 years, with a brief interval between 2019 and 2021, and has also been associated with Penn Mutual Life since 1983. Outside of his advisory role, he owns and operates a life insurance brokerage, Penn Equity & Insurance Services, Inc. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory services delivered through third-party asset manager platforms, financial planning, and consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Business succession planning Wealth management
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Logan F

Series 66

Comfort, TX

Hornor, Townsend & kent, LLC

Logan Ford is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 credential and one year of industry experience. Prior to joining HTK, he worked at NYLIFE Securities and New York Life Insurance Company. His background also includes roles in moving services and junk removal businesses. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, managing over $8 billion in discretionary assets as of 2025.

Business succession planning Wealth management
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Jason W

Series 63, Series 66

Norwalk, CT

Hornor, Townsend & kent, LLC

Jason Wein is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has been with Hornor, Townsend & Kent since 2010 and also works with Penn Mutual Life Insurance Company. Outside of his advisory role, Wein serves as treasurer for the Bethel Bombers, a nonprofit youth baseball organization, where he is involved in scheduling, coaching, and fundraising. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and emphasizing client-directed implementation and oversight. The firm manages a majority of its client assets on a non-discretionary basis and offers a range of financial planning and retirement plan consulting services.

Business succession planning Wealth management
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Leah J

CFP®, Series 65, Series 63

Chandler, AZ

Hornor, Townsend & kent, LLC

Leah Johnson is a financial advisor at Hornor, Townsend & Kent, LLC with six years of industry experience. She holds the CFP® designation and Series 63 and 65 licenses. Prior to joining Hornor, Townsend & Kent in 2025, she worked at Eagle Strategies and New York Life Insurance Company. Outside of her advisory role, she provides horseback riding lessons through Apex Riding Academy. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, managing over $8 billion in discretionary assets as of the end of 2025.

Business succession planning Wealth management
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Eric P

CFP®, ChFC®, Series 63, Series 65

Chandler, AZ

Hornor, Townsend & kent, LLC

Eric Pyles is a CFP® and ChFC® with 25 years of experience in the financial services industry. He has worked at Penn Mutual Life Insurance Company and Hornor, Townsend & Kent, LLC since 2000. Outside of his advisory role, Pyles is involved in multiple insurance brokerage partnerships and serves as president of a local football booster club supporting the American Leadership Academy School. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight with a predominantly non-discretionary asset management approach.

Business succession planning Wealth management
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Thomas B

Series 63, Series 66

Valrico, FL

Hornor, Townsend & kent, LLC

Thomas Brophy is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 credentials and 14 years of industry experience. His career history includes roles at Penn Mutual Life Insurance Co., THE O.N. Equity Sales Company, and Ohio National Financial Services. Outside of his advisory work, Brophy is actively involved in insurance brokerage through multiple business entities, focusing on life, accident, health, and annuity products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Business succession planning Wealth management
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Joseph D

CFP®, Series 63, Series 66

Akron, OH

Hornor, Townsend & kent, LLC

Joseph Dazey is a CFP® with 27 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC in Akron, OH. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2008. In addition to his advisory role, he is an agent for a multi-line insurance brokerage and serves as a board member for a homeowners association in Hilton Head Island, SC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight with a primarily non-discretionary investment approach.

Business succession planning Wealth management
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Leroy S

Series 63, Series 65

Mandeville, LA

Hornor, Townsend & kent, LLC

Leroy Simpson III is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Consortium Private Wealth, LLC. Outside of advisory work, Simpson is involved in higher education as an instructor at multiple universities and serves as Vice President of Business for Men of St. Tammany, a social-business organization partnering with Penn Mutual for financial advising services. He is also Vice President of the board for Northshore Robotics, which provides STEM and art education to children. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services through third-party asset managers, financial planning, and retirement plan consulting. The firm focuses on client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Business succession planning Wealth management
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Mario M

Series 66

Edison, NJ

Hornor, Townsend & kent, LLC

Mario Meola is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and bringing 23 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2010. Outside of his advisory role, he owns and operates Chimney Rock Financial, a multi-line insurance business, and is involved in life insurance brokerage through Primary Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily on a non-discretionary basis through third-party asset manager platforms and financial planning. The firm combines client-directed implementation with approaches such as asset allocation, diversification, and fundamental and technical analysis.

Business succession planning Wealth management
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Brian J

CFP®, Series 63

Richmond, VA

Hornor, Townsend & kent, LLC

Brian Jasinkiewicz is a CFP® professional with 11 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC since 2025. Prior to joining HTK, he worked at Northwestern Mutual in various roles from 2014 to 2025. Outside of his advisory work, Jasinkiewicz provides consulting services in business, philanthropy, intellectual property, and public speaking through Hammer Forte Consulting, LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory services utilizing third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing a majority of client assets on a non-discretionary basis.

Business succession planning Wealth management
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John B

Series 66

Pittsburgh, PA

Hornor, Townsend & kent, LLC

John Boyce Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with 21 years of industry experience. He holds a Series 66 designation and has been affiliated with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2011. Outside of his advisory work, he serves as a committee chair for the Boy Scouts of America and is a board member of the Society of Financial Service Professionals. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, utilizing third-party asset manager platforms and a model focused on client-directed implementation and oversight.

Business succession planning Wealth management
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Robert E

CFP®, Series 63

New York, NY

Hornor, Townsend & kent, LLC

Robert Eichler is a CFP® with over 32 years of experience, currently serving at Hornor, Townsend & Kent, LLC since 1993. He holds Series 63 and has a background that includes long-term involvement with Penn Mutual Life Insurance. Eichler is active in financial education and industry organizations, serving as president of the board and faculty at the New York Center for Financial Studies and as a board member for FINSECA. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans through third-party asset manager platforms and consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of its assets on a non-discretionary basis.

Business succession planning Wealth management
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Jake L

Series 63, Series 66

Boca Raton, FL

Hornor, Townsend & kent, LLC

Jake Latourette is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company, Equitable Advisors, and AXA Advisors. Outside of his advisory work, Latourette is involved in life insurance brokerage through 1847 Financial and Aurelius Legacy Partners. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily on a non-discretionary basis through third-party asset manager platforms and consulting. The firm combines traditional investment approaches with retirement plan consulting and maintains dual registration as both an SEC-registered investment adviser and broker-dealer.

Business succession planning Wealth management
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Christopher F

Series 63, Series 65

Cincinnati, OH

Hornor, Townsend & kent, LLC

Christopher Field is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Hornor, Townsend & Kent since 2019 and concurrently at Penn Mutual Life Insurance Company. Outside of his advisory role, Field coaches a 4th/5th grade boys basketball team. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Business succession planning Wealth management
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Mary S

Series 66

Chandler, AZ

Hornor, Townsend & kent, LLC

Mary Strong is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. She holds a Series 66 designation and has worked at firms including Penn Mutual and Roots Management Group. Outside of her advisory role, she created and sells a Series 66 study guide that gained popularity on social media. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms with a focus on client-directed implementation and oversight rather than discretionary trading.

Business succession planning Wealth management
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Colleen B

Series 63, Series 66

Lexington Park, MD

Hornor, Townsend & kent, LLC

Colleen Blundell is a financial advisor at Hornor, Townsend & Kent, LLC with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Hornor, Townsend & Kent since 1998. Additionally, she has been affiliated with Cedar Point Federal Credit Union since 1993. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting through a combined advisory and broker-dealer platform.

Business succession planning Wealth management
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Daniel A

CFP®, Series 63, Series 65

Cincinnati, OH

Hornor, Townsend & kent, LLC

Daniel Altenau is a CFP® professional with 24 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC. He has worked at Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2002. Altenau is also involved in life insurance brokerage through Altenau Financial Services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily on a non-discretionary basis through third-party asset manager platforms and financial planning. The firm is distinguished by its dual registration as an SEC-registered investment adviser and broker-dealer and its affiliation with 1847 Financial/Penn Mutual.

Business succession planning Wealth management
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Kaden C

Series 65, Series 63

Chandler, AZ

Hornor, Townsend & kent, LLC

Kaden Creager is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Hornor, Townsend & Kent since 2021. Prior to that, he was with Penn Mutual Life Insurance Company and has experience at the Department of Interior AZ Strip District and the LDS Church. Hornor, Townsend & Kent serves a range of clients including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers advisory programs, financial planning, and retirement plan consulting through a platform that combines SEC-registered advisory and broker-dealer services.

Business succession planning Wealth management
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Thomas S

Series 66

Conshohocken, PA

Hornor, Townsend & kent, LLC

Thomas Simons is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and 29 years of industry experience. He has been with Hornor, Townsend & Kent and its related entity HTK since 1995. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight, managing the majority of client assets on a non-discretionary basis.

Business succession planning Wealth management
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Mitchell K

Series 66

Conshohocken, PA

Hornor, Townsend & kent, LLC

Mitchell Kaup is a Series 66-licensed financial advisor with Hornor, Townsend & Kent, LLC, and has two years of industry experience. His prior work includes roles at Penn Mutual Life Insurance Company and Ameritas Investment Company, as well as earlier employment outside the financial sector. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting through a network of advisers. The firm offers both broker-dealer services and advisory programs, with a platform that includes third-party asset manager relationships and discretionary and non-discretionary account options.

Business succession planning Wealth management
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