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Allen E
Series 63, Series 66
Tucson, AZ
Hornor, Townsend & Kent, LLC
Allen Ekman is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Hornor, Townsend & Kent since 2000. Aside from his advisory role, Ekman is also an insurance agent involved in the sales and service of multi-line insurance products through Longview Insurance and Investments. 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 as a registered investment advisor and broker-dealer, providing a range of investment and brokerage services alongside third-party asset manager relationships.
John C
Series 63, Series 65
Holladay, UT
Hornor, Townsend & Kent, LLC
John Crowley 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 Hornor Townsend & Kent since 2017. Outside of his advisory role, Crowley serves as a council member on the Utah Developmental Disabilities Council, where he participates in budget decisions and policy review for programs supporting individuals with developmental disabilities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a combination of advisory programs, financial planning, and retirement consulting. The firm operates as both an SEC-registered adviser and a FINRA-member broker-dealer, offering custody, execution, and brokerage services alongside investment advice.
Dylan K
Series 65
Mount Juliet, TN
Hornor, Townsend & Kent, LLC
Dylan Kasper is a financial advisor at Hornor, Townsend & Kent, LLC with a Series 65 credential and one year of industry experience. Prior to joining Hornor, Townsend & Kent, he held various roles at HCA, TQL, Towne Park, Middle Tennessee State University, and Mount Juliet High 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, managing approximately $8.37 billion in discretionary assets as of the end of 2025.
Alfredo S
Series 65, Series 63
Boca Raton, FL
Hornor, Townsend & Kent, LLC
Alfredo Suescum Sr. is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 65 and Series 63 licenses and having eight years of industry experience. His prior roles include positions at Northwestern Mutual and Penn Mutual Life Insurance Company. He also engages in insurance brokerage and life insurance sales through an affiliated business. 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 adviser and a FINRA-member broker-dealer, with a platform that includes third-party asset managers and discretionary and non-discretionary account options.
Jeremy P
Series 63, Series 65
Conshohocken, PA
Hornor, Townsend & Kent, LLC
Jeremy Priar is a financial advisor with Hornor, Townsend & Kent, LLC and holds Series 63 and Series 65 credentials. He has 10 years of industry experience with prior roles at Penn Mutual Life Insurance Company and Mutual of Omaha. Outside of his advisory work, he serves as a board member for the Real Men Wear Pike golf tournament, a charity fundraising event, and operates a goal planning workshop business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and offers access to third-party asset managers with both discretionary and non-discretionary account options.
John V
Series 63, Series 65
Allentown, PA
Hornor, Townsend & Kent, LLC
John Verish is a financial advisor at Hornor, Townsend & Kent, LLC with 28 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Penn Mutual Life Insurance Company, Lincoln Investment, and Global Atlantic Financial Group. Outside of his advisory role, he is actively involved in insurance brokerage and provides accounting and tax preparation services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, providing a combination of custody, execution, brokerage, and investment advisory services.
James K
ChFC®
New York, NY
Hornor, Townsend & Kent, LLC
James Knox is a ChFC® with 46 years of industry experience. He has worked with Hornor, Townsend & Kent, LLC and Penn Mutual since 2004. In addition to his advisory role, he is involved in life insurance brokerage with multiple carriers, including Penn Mutual. 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, providing custody, execution, brokerage services, and a range of investment solutions managed through third-party asset managers.
Jeffrey B
Series 66
Conshohocken, PA
Hornor, Townsend & Kent, LLC
Jeffrey Borrowman is a Series 66-registered financial advisor with Hornor, Townsend & Kent, LLC, where he has worked since 2015. He has 21 years of industry experience and also maintains a role with Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, providing a range of custody, execution, and brokerage services alongside investment advice.
Meredith M
ChFC®, Series 63
Kingwood, TX
Hornor, Townsend & Kent, LLC
Meredith Mckinley is a financial advisor at Hornor, Townsend & Kent, LLC with 15 years of industry experience. She holds the ChFC® designation and Series 63 license. Prior to joining Hornor, Townsend & Kent in 2026, she worked at Eagle Strategies (NY Life), NYLIFE Securities LLC, and New York Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes third-party asset manager relationships and offers both discretionary and non-discretionary account options. The firm combines advisory programs with broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.
Michael U
CFP®, Series 63, Series 65
Fairport, NY
Hornor, Townsend & Kent, LLC
Michael Underwood is a CFP® professional with 49 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC. He has been affiliated with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc since 2008. In addition to his advisory role, he is president of Coordinated Wealth Planning, a life insurance brokerage firm. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory programs and broker-dealer services, offering custody, execution, and brokerage alongside investment advice.
Tomas P
Series 63, Series 66
Woodstock, GA
Hornor, Townsend & Kent, LLC
Tomas Parks is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2013. In addition to his advisory work, Parks serves as an assistant professor at Kennesaw State University, where he teaches investment-related courses, and is actively involved in multi-line insurance brokerage ventures. 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 combines advisory and broker-dealer services, supporting a range of account types and third-party asset management relationships, with discretionary assets under management totaling over $8 billion.
Guido G
Series 63, Series 65
Conshohocken, PA
Hornor, Townsend & Kent, LLC
Guido Gaeffke is a financial advisor with Hornor, Townsend & Kent, LLC in Conshohocken, PA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual since 2004. Outside of advisory work, he is involved in insurance brokerage through his role with 1847 Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, providing a platform that includes third-party asset managers and dual registration as an SEC-registered adviser and FINRA-member broker-dealer.
Michael G
ChFC®, Series 63
Conshohocken, PA
Hornor, Townsend & Kent, LLC
Michael Gregor is a ChFC® credentialed financial advisor with 38 years of industry experience. He is currently with Hornor, Townsend & Kent, LLC and has previously worked with Lincoln Financial Securities Corporation and Penn Mutual Life Insurance. Gregor also owns and operates several insurance brokerage and consulting businesses, including Sterling Benefits, LLC, and Sovereign Insurance Group, LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm offers both advisory and broker-dealer services, with a platform that includes third-party asset manager relationships and a range of discretionary and non-discretionary account options.
Landon S
Series 63, Series 65
Wayne, PA
Hornor, Townsend & Kent, LLC
Landon Swallow is a financial advisor at Hornor, Townsend & Kent, LLC with five years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Northwestern Mutual and Penn Mutual Life Insurance Company. Swallow is also involved in insurance brokerage businesses, including roles with 1847Financial, Estate Strategies Inc, and Redwood Financial Advisors. 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 as an SEC-registered adviser and FINRA-member broker-dealer, managing billions in assets through a network of advisors and third-party asset managers.
Joshua B
CFP®, ChFC®, Series 66
New York, NY
Hornor, Townsend & Kent, LLC
Joshua Baer is a financial advisor at Hornor, Townsend & Kent, LLC in New York, NY, with 15 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials. His prior roles include positions at TD Ameritrade and Penn Mutual Life Insurance Co. Outside of his advisory work, he is involved in life insurance brokerage through his ownership of J13AM, LLC and serves as an insurance agent with Stratus Associates. 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 discretionary and non-discretionary account options and operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer.
Robert W
Series 63, Series 65
Cincinnati, OH
Hornor, Townsend & Kent, LLC
Robert Wilson Sr. is a financial advisor at Hornor, Townsend & Kent, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Park Avenue Securities, Guardian Life Insurance Company, and Penn Mutual Life Insurance Company. In addition to his advisory role, he is active in insurance brokerage through Advanced Capital Advisory Group, LLC, focusing on insurance sales and service. 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, incorporating third-party asset manager relationships and a range of account options under a dual SEC-registered adviser and FINRA-member broker-dealer structure.
Steven R
Series 63, Series 65
Norwalk, CT
Hornor, Townsend & Kent, LLC
Steven Randby is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has been with Hornor, Townsend & Kent since 2016 and also works with Penn Mutual Life Insurance Company. Outside of advisory roles, he is the proprietor of a retail business, Table 104, LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, offering clients a range of discretionary and non-discretionary investment options supported by third-party asset managers.
Alexander R
Allentown, PA
Hornor, Townsend & Kent, LLC
Alexander Riley is an advisor at Hornor, Townsend & Kent, LLC with one year of experience. He is also the owner of Riley Rodzianko & Company Inc., a CPA and accounting firm providing accounting, consulting, bookkeeping, and tax preparation services since 2016. 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 programs and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.
Douglas H
CFP®, Series 63, Series 66
Conshohocken, PA
Hornor, Townsend & Kent, LLC
Douglas Hall is a CFP® professional with 27 years of industry experience. He has been with Hornor, Townsend & Kent, LLC since 2016 and has worked concurrently with Penn Mutual Life Insurance since 2000. Hall is a partner in two financial services firms, including a multi-line insurance brokerage and a financial services firm affiliated with a CPA firm, where he provides insurance sales and financial planning 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 advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.
Paul G
ChFC®, Series 63
Oklahoma City, OK
Hornor, Townsend & Kent, LLC
Paul Garrett is a ChFC® credentialed financial advisor with 29 years of industry experience. He is currently with Hornor, Townsend & Kent, LLC and has previously worked at Cambridge Investment Research Advisors, Royal Alliance Associates, Signator Investors, and Quest Capital Management. Outside of his advisory work, he is also an independent insurance agent. Hornor, Townsend & Kent serves a diverse client base including individuals, high-net-worth clients, trusts, businesses, charitable organizations, and retirement plans. The firm offers advisory programs, financial planning, and retirement plan consulting, leveraging a platform that combines both advisory and broker-dealer services.
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