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Michael R

ChFC®, Series 63

Boca Raton, FL

Hornor, Townsend & Kent, LLC

Michael Rosenzweig is a financial advisor at Hornor, Townsend & Kent, LLC with 43 years of industry experience. He holds the ChFC® and Series 63 designations and has been affiliated with Hornor, Townsend & Kent, Inc. and Penn Mutual Life since 1979. Outside of advisory work, he is an author and serves on several boards, including the Anti-Defamation League Florida Board and the Morikami Museum and Japanese Gardens, and participates in charitable foundations supporting financial professionals and hospice care. 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, offering a range of discretionary and non-discretionary investment solutions supported by third-party asset managers.

Business succession planning Wealth management
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James B

Series 63, Series 66

Conshohocken, PA

Hornor, Townsend & Kent, LLC

James Bishof is a financial advisor at Hornor, Townsend & Kent, LLC with 14 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Equitable Advisors and Axa Advisors. 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 a dual registered platform offering both advisory and broker-dealer services, with a network of advisers delivering tailored investment strategies and portfolio management.

Business succession planning Wealth management
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John S

ChFC®, Series 63

Ogden, UT

Hornor, Townsend & Kent, LLC

John Stevens is a financial advisor with Hornor, Townsend & Kent, LLC, holding a ChFC® designation and Series 63 license, and has 52 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2001, and operates his own insurance brokerage under J. Michael Stevens & Associates. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm operates a dual-registered advisory and broker-dealer platform with both discretionary and non-discretionary account options and reported over $8 billion in discretionary assets under management as of 2025.

Business succession planning Wealth management
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Samuel M

CFP®, Series 63, Series 65

Marlton, NJ

Hornor, Townsend & Kent, LLC

Samuel Mathew is a CFP® with 38 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 1995. Outside of his advisory role, Mathew owns and operates a life insurance brokerage offering products such as life, health, disability, long-term care, variable life insurance, and annuities. 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 a multi-billion-dollar asset base through a network of advisers and third-party asset manager relationships.

Business succession planning Wealth management
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Darian T

Series 65

Ackerman, MS

Hornor, Townsend & Kent, LLC

Darian Tennyson is a financial advisor at Hornor, Townsend & Kent, LLC with one year of industry experience. He holds a Series 65 license and previously worked at Penn Mutual Life Insurance Company. In addition to his advisory role, Tennyson has a background in pastoral care and counseling, having served as a minister for several years. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning. The firm operates both advisory and broker-dealer services, providing custody, execution, and brokerage capabilities alongside investment advice.

Business succession planning Wealth management
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Stephen S

Series 63, Series 66, Series 65

Conshohocken, PA

Hornor, Townsend & Kent, LLC

Stephen Schaack is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63, Series 65, and Series 66 licenses and possessing 26 years of industry experience. His work history includes multiple roles within Hornor, Townsend & Kent and its affiliated entities, as well as positions at IFS Financial Services, Touchstone Securities, and TD Ameritrade. 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 as an SEC-registered adviser and a FINRA-member broker-dealer, offering a range of investment and brokerage services supported by third-party asset manager relationships.

Business succession planning Wealth management
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Anthony D

Series 63, Series 66

New York, NY

Hornor, Townsend & Kent, LLC

Anthony D'angelo is a financial advisor at Hornor, Townsend & Kent, LLC with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Penn Mutual Life Insurance Company, The Leaders Group Inc, Gideon, Equitable Advisors, and AXA Advisors. In addition to his advisory role, he is involved in insurance brokerage and serves as proprietor of Aurelius Legacy Partners, a multi-line insurance firm, and holds a board position with Asset-Map Holdings, Inc., providing consulting and training services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering financial planning, advisory programs, and retirement plan consulting. The firm operates both advisory and broker-dealer services, with a focus on tailored asset allocation and diversification strategies supported by third-party asset managers.

Business succession planning Wealth management
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Robert D

Series 63, Series 65

Phoenixville, PA

Hornor, Townsend & Kent, LLC

Robert Dollfus Jr. is a financial advisor at Hornor, Townsend & Kent, LLC with 40 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Nationwide Insurance and Nationwide Advisory Services for over three decades. He is also the proprietor of Dollfus Insurance & Financial Services, a multi-line insurance brokerage. 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 a registered investment adviser and broker-dealer, offering custody, execution, brokerage, and third-party asset manager relationships across discretionary and non-discretionary account options.

Business succession planning Wealth management
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Suresh S

Series 63, Series 65

Edison, NJ

Hornor, Townsend & Kent, LLC

Suresh Somisetty is an advisor at Hornor, Townsend & Kent, LLC with Series 63 and Series 65 licenses. He has prior experience at ICE Data Services and Brooklight Place Securities, and has been with Hornor, Townsend & Kent since 2026. 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 managers and various account options.

Business succession planning Wealth management
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Amedeo G

CFP®, Series 63, Series 65

New York, NY

Hornor, Townsend & Kent, LLC

Amedeo Granata is a CFP® with over 31 years of experience in the financial services industry. He is affiliated with Hornor, Townsend & Kent, LLC and Penn Mutual Life Insurance Company, where he has worked since 2003. Granata is also involved in life insurance brokerage through his role as an agent at Granata & Associates, focusing on life, health, disability, and long-term care insurance as well as retirement planning. 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, providing a range of investment and brokerage services supported by third-party asset manager relationships.

Business succession planning Wealth management
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Azeez N

Series 63, Series 65

Edison, NJ

Hornor, Townsend & Kent, LLC

Azeez Namazi is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been affiliated with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent Inc since 2012. 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 as both an advisory and broker-dealer platform, managing over $8 billion in discretionary assets with a combination of third-party asset manager relationships and tailored client strategies.

Business succession planning Wealth management
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Isaac C

Series 63, Series 65

Colonial Heights, VA

Hornor, Townsend & Kent, LLC

Isaac Critchlow is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Jackson National Life Distributors LLC, MML Investors Services, and MassMutual. He is also the proprietor of Elevate Financial Group, a life insurance brokerage operating under the firm's umbrella. 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 alongside investment advice.

Business succession planning Wealth management
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Gerald W

Series 63

Wormleysburg, PA

Hornor, Townsend & Kent, LLC

Gerald Waln is a financial advisor at Hornor, Townsend & Kent, LLC with 32 years of industry experience. He holds a Series 63 designation and has been with Hornor Townsend & Kent since 2017. Prior to that, he spent time at Penn Mutual Life Insurance, MSI, and Mass Mutual. Outside of advisory work, he serves as a lay pastor and is involved in several local civic and nonprofit boards, including senior housing and community beautification organizations. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, working with third-party asset managers to offer both discretionary and non-discretionary account options.

Business succession planning Wealth management
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Joseph B

Series 66

Conshohocken, PA

Hornor, Townsend & Kent, LLC

Joseph Bonfanti is a financial advisor with Hornor, Townsend & Kent, LLC and holds the Series 66 designation. He has 11 years of industry experience, including a decade at Hornor Townsend & Kent and concurrent service with Penn Mutual Life Insurance Company. In addition to his advisory role, he acts as an insurance agent involved in multi-line and life insurance brokerage. 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 custody, execution, and brokerage capabilities alongside investment advice.

Business succession planning Wealth management
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Robert F

Series 66

Inverness, IL

Hornor, Townsend & Kent, LLC

Robert Fenby is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and 12 years of industry experience. He has been with Hornor, Townsend & Kent since 2012 and has a concurrent role at Penn Mutual Life Insurance Company dating back to 2011. Fenby is also involved in life insurance brokerage through multiple roles, including Regional Marketing Director at Penn Mutual, Senior Vice President at Insurance Wholesale Solutions, and proprietor of Fenby Life Insurance Planning. Hornor, Townsend & Kent serves a diverse client base including individuals, trusts, businesses, charitable organizations, and retirement plans. The firm offers advisory programs, financial planning, and retirement plan consulting, combining SEC-registered advisory services with broker-dealer capabilities and managing over $8 billion in discretionary assets.

Business succession planning Wealth management
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Alec G

CFP®, Series 63

Richmond, VA

Hornor, Townsend & Kent, LLC

Alec Gilliam is a CFP®-credentialed financial advisor at Hornor, Townsend & Kent, LLC with seven years of industry experience. He has held prior roles at Northwestern Mutual and other advisory firms. Gilliam is also involved with the Colonial Williamsburg Foundation in a non-advisory capacity. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services and manages over $8 billion in discretionary assets.

Business succession planning Wealth management
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Nicholas S

Series 63, Series 65

Akron, OH

Hornor, Townsend & Kent, LLC

Nicholas Solitario 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 been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2010. In addition to his advisory role, Solitario provides educational seminars on public pension systems through Public Pension Consultants, LLC. 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, offering both discretionary and non-discretionary account management supported by third-party asset managers.

Business succession planning Wealth management
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Jonathan M

Series 63, Series 65

Akron, OH

Hornor, Townsend & Kent, LLC

Jonathan Mitchen is a financial advisor at Hornor, Townsend & Kent, LLC with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Penn Mutual Life Insurance Company, Northwestern Mutual, Citizens Securities, and Chippewa Local Schools. Outside of his advisory role, Mitchen serves as a board officer for the Kaderly Foundation and is an assistant high school football coach. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering financial planning, advisory programs, and retirement plan consulting. The firm functions as both an SEC-registered investment adviser and a FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside investment advice.

Business succession planning Wealth management
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Arthur F

ChFC®, Series 63

Coral Gables, FL

Hornor, Townsend & Kent, LLC

Arthur Finkle is a ChFC® credentialed financial advisor with 53 years of industry experience, currently with Hornor, Townsend & Kent, LLC where he has worked since 1990. He also has an extensive career at Penn Mutual dating back to 1966. Outside of his advisory role, he is a trustee and founder of a private charitable family foundation and provides expert witness testimony for litigation related to securities and insurance. 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 a FINRA-member broker-dealer, with a platform that includes third-party asset manager relationships and a range of account management options.

Business succession planning Wealth management
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James R

Series 63

Hummels Wharf, PA

Hornor, Townsend & Kent, LLC

James Richmond is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and bringing 32 years of industry experience. He has served at Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc since 2016. Richmond is active in community service, including serving as a board member of the Greater Susquehanna Valley United Way finance committee and as a director on the Board of Directors for the Union/Snyder Agency on Aging. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through 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 provide tailored investment strategies.

Business succession planning Wealth management
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