Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Based on your filters
Barry B
Series 63, Series 65
Crossett, AR
Hornor, Townsend & kent, LLC
Barry Burchfield is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has been with Hornor Townsend and Kent since 2004 and maintains a long-term position at Georgia Pacific since 1993. Outside of his advisory role, Burchfield serves as secretary and treasurer of a local cemetery board and is a member of a local school board. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms with an emphasis on client-directed implementation and oversight rather than discretionary trading.
Karen R
Series 63, Series 65
Conshohocken, PA
Hornor, Townsend & kent, LLC
Karen Rossi is a financial advisor at Hornor, Townsend & Kent, LLC with 20 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2018. Rossi is also active outside her advisory role as an agent in life insurance brokerage and serves as an elected officer on her homeowners association board. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary account options through a mix of in-house advice and third-party asset manager relationships, operating as both an SEC-registered adviser and FINRA-member broker-dealer.
Lawrence S
Series 66
Indian Land, SC
Hornor, Townsend & kent, LLC
Lawrence Schierl is a financial advisor at Hornor, Townsend & Kent, LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial and SII Investments. Outside of his advisory career, Schierl is a partner at Appleton Beer Factory. 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.
Kieran O
Series 66
Lower Gwynedd, PA
Hornor, Townsend & kent, LLC
Kieran O Donnell is a financial advisor at Hornor, Townsend & Kent, LLC with Series 66 credentials. He joined the firm in 2024 and has prior experience in educational roles at West Chester University, the University of Scranton, Lansdale Catholic High School, and Mater Dei Catholic School. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining investment advice with custody, execution, and brokerage capabilities.
Jay P
PFS™
Somerville, NJ
Hornor, Townsend & kent, LLC
Jay Patadia is a financial advisor at Hornor, Townsend & Kent, LLC, holding the PFS™ designation. He has experience in tax preparation as the owner of Veritas Planning Advisors since 2014 and has been associated with Hornor, Townsend & Kent since 2025. Outside of advisory work, he is involved in insurance brokerage, providing sales and service of life insurance products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight with a significant portion of assets managed on a non-discretionary basis.
Elijah H
Series 66, Series 63
Conshohocken, PA
Hornor, Townsend & kent, LLC
Elijah Haber is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 66 and Series 63 licenses and three years of industry experience. His prior work includes roles at Tusk Wealth Management and Integrity Affiliates, as well as positions outside finance in the food service industry. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, managing substantial discretionary and non-discretionary assets through relationships with third-party asset managers.
Brendan D
Series 65, Series 63
Clearwater, FL
Hornor, Townsend & kent, LLC
Brendan Dailor is a financial advisor at Hornor, Townsend & Kent, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Raymond James Financial Services Advisors and USI Securities. Outside of his advisory role, he is the CEO of Dailor Financial LLC, a company involved in home renovation and solar sales. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a comprehensive advisory platform that includes third-party asset managers and both discretionary and non-discretionary account options. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, offering a range of investment and brokerage services.
Paul V
ChFC®, Series 63, Series 65
New York, NY
Hornor, Townsend & kent, LLC
Paul Vignone is a financial advisor at Hornor, Townsend & Kent, LLC with 43 years of industry experience. He holds the ChFC® designation and has been with Hornor, Townsend & Kent since 1998. Additionally, he has been associated with Phoenix Home Life since 1995. Outside of his advisory role, Vignone is involved in multiple insurance brokerage activities and works as a literary agent. 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’s investment approach emphasizes client-directed implementation and oversight, primarily managing assets on a non-discretionary basis.
Jason W
Series 66
Philadelphia, PA
Hornor, Townsend & kent, LLC
Jason Weisz is a financial advisor at Hornor, Townsend & Kent, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Hornor, Townsend & Kent since 2014, including its predecessor entity, as well as Penn Mutual Life Insurance Co. Outside of his advisory role, Weisz operates Weisz Accounting Services, providing CPA, accounting, and tax preparation services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services through third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight and manages the majority of client assets on a non-discretionary basis.
Thomas R
Series 66
New York, NY
Hornor, Townsend & kent, LLC
Thomas Riley is a financial advisor at Hornor, Townsend & Kent, LLC with 12 years of industry experience. He holds the Series 66 designation and has worked at several firms including Penn Mutual Life Insurance Company and Equity Services, Inc. Riley is also involved in multiple insurance brokerage ventures, serving as an agent and partner in various firms focused on life and property/casualty insurance. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms and emphasizing client-directed implementation and oversight. The firm manages significant client assets on a non-discretionary basis and provides a range of financial planning and retirement plan consulting services.
Sara F
Series 63, Series 66
New York, NY
Hornor, Townsend & kent, LLC
Sara Faitelson is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and possessing 17 years of industry experience. She has been with Hornor, Townsend & Kent since 2012 and also maintains a concurrent position at Penn Mutual Life Insurance Company. Outside of her advisory role, she owns and operates Stilletto Financial, a life insurance brokerage, and Stiletto Consulting, which provides divorce financial consulting services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as a registered adviser and broker-dealer, providing custody, execution, and brokerage services alongside investment advice.
Niki M
Series 66
Conshohocken, PA
Hornor, Townsend & kent, LLC
Niki Muller is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and five years of industry experience. Her work history includes roles at Ameritas Investment Company, Ameritas Life Insurance Corp, and her own firm, Nick Muller LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, offering a range of account options and third-party asset manager relationships.
Zeeshan A
Series 66
McKinney, TX
Hornor, Townsend & kent, LLC
Zeeshan Ali is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company and Mass Mutual Life Insurance Company. In addition to his advisory work, he owns and operates several businesses offering financial planning, tax preparation, and business consulting services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities and works with third-party asset managers to offer tailored investment strategies.
Gary F
Series 63, Series 65
Walnutport, PA
Hornor, Townsend & kent, LLC
Gary Frey is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Hornor, Townsend & Kent since 2015 and also operates Frey & Co., a CPA and accounting services firm he founded in 1999. Outside of his advisory roles, Frey serves as treasurer for the Judith Adele Agentis charitable foundation and the Pennsylvania Music Preservation Society. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms with an emphasis on client-directed implementation and oversight rather than discretionary trading.
Jonathan M
Series 63, Series 65
Wormleysburg, PA
Hornor, Townsend & kent, LLC
Jonathan Mckinzie is a financial advisor at Hornor, Townsend & Kent, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Penn Mutual Life Insurance and Metlife Securities. Outside of his advisory role, Mckinzie serves as a part-time firefighter and EMT with Blue Ridge Fire & Rescue and York Area Fire Rescue. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing clients with custody, execution, brokerage capabilities, and third-party asset manager relationships.
Todd N
Series 65, Series 63
Allentown, PA
Hornor, Townsend & kent, LLC
Todd Newcomer is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds Series 65 and Series 63 credentials and has previously worked at Penn Mutual Life Insurance Company and GBB & Company, where he was a partner providing tax preparation and auditing services. Newcomer serves as a board member for the Little Free Library nonprofit organization and is involved in community service through a local condo association board. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates as both an SEC-registered investment adviser and FINRA-member broker-dealer, managing billions in both discretionary and non-discretionary assets through a network of advisers and third-party asset managers.
Craig S
Series 63, Series 65
Allentown, PA
Hornor, Townsend & kent, LLC
Craig Schafer is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has been with Hornor, Townsend & Kent since 2013 and also operates Schafer & Company, a CPA firm specializing in tax preparation and accounting services. His other business activities include life insurance brokerage and retirement plan consulting under 1847 Financial and 1847 Wealth Advocate. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services through third-party asset managers, financial planning, and consulting. The firm emphasizes client-directed implementation and oversight with a significant focus on non-discretionary asset management.
Troy B
Series 65
Ft. Lauderdale, FL
Hornor, Townsend & kent, LLC
Troy Barrow is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 65 credential and seven years of industry experience. He has worked at Federal Prep Advisors, Inc., Penn Mutual Life Insurance Company, and currently at Hornor, Townsend & Kent. Outside of his advisory role, he is also an insurance agent with Life Capitalized Financial, LLC, focusing on insurance sales and service, including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight with a predominantly non-discretionary investment approach.
John C
ChFC®, Series 66
North Haven, CT
Hornor, Townsend & kent, LLC
John Caserta is a ChFC® and Series 66 credentialed advisor with 20 years of industry experience. He has been with Hornor, Townsend & Kent, LLC since 2012 and also maintains a role with Penn Mutual Life Insurance Company. Outside of his advisory work, he is the proprietor of Caserta & DeJongh, LLC, a life insurance brokerage, and operates Boola Moola, a financial education resource for the Yale community. He has also served as immediate past president and currently as assistant treasurer of the Yale Club of New Haven, a charitable organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory services that emphasize client-directed implementation and oversight. The firm offers a range of services including financial planning, consulting, and retirement plan consulting, utilizing both discretionary and predominantly non-discretionary investment management approaches.
Joshua S
Series 66
Tampa, FL
Hornor, Townsend & kent, LLC
Joshua Starnes is a financial advisor at Hornor, Townsend & Kent, LLC with a Series 66 designation and one year of industry experience. Prior to joining Hornor, Townsend & Kent, he worked at LPL Financial LLC and has a background in education with teaching roles at Florida Gulf Coast University, Tampa Prep, and Corbett Prep. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
Find a financial advisor
Based on your filters