Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Michael R

ChFC®, Series 63

Boca Raton, FL

Hornor, Townsend & kent, LLC

Michael Rosenzweig is a financial advisor with Hornor, Townsend & Kent, LLC and holds the ChFC® designation and Series 63 license. He has 43 years of industry experience, having been associated with Hornor, Townsend & Kent and Penn Mutual Life since 1979. He is also an author of the book "Regenerating Success," published by the American College in 2014. Rosenzweig serves on several boards, including the Anti-Defamation League Florida board and the Greater Boca Raton Estate Planning Council, and is a trustee of the Morikami Museum and Japanese Gardens. 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 discretionary and non-discretionary investment management solutions.

Business succession planning Wealth management
user avatar
firm logo

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 licenses 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 both advisory and broker-dealer services, offering custody, execution, and brokerage capabilities alongside investment advice.

Business succession planning Wealth management
user avatar
firm logo

John S

ChFC®, Series 63

Ogden, UT

Hornor, Townsend & kent, LLC

John Stevens is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and Series 63 license. He has 52 years of industry experience, including roles at Penn Mutual Life Insurance Company and his own insurance brokerage, J. Michael Stevens & Associates. Stevens also operates 1847 Financial, a DBA used for insurance and financial services related to Penn Mutual. 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
user avatar
firm logo

Samuel M

CFP®, Series 63, Series 65

Marlton, NJ

Hornor, Townsend & kent, LLC

Samuel Mathew is a CFP® with 37 years of industry experience, currently affiliated with Hornor, Townsend & Kent, LLC. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 1995. Outside of his advisory role, he owns and operates Mathew Capital Management, a life insurance brokerage. 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.

Business succession planning Wealth management
user avatar
firm logo

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 designation and previously worked at Penn Mutual Life Insurance Company. Outside of his advisory role, Tennyson has been involved in pastoral care and counseling, serving as a minister and providing preaching, pastoral care, and officiating at weddings and funerals. 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 through a network of advisers, combining investment advice with custody, execution, and brokerage services.

Business succession planning Wealth management
user avatar
firm logo

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 66, and Series 65 licenses and bringing 26 years of industry experience. He has worked at Hornor, Townsend & Kent since 2018 and previously held roles at IFS Financial Services and Touchstone Securities from 2015 to 2018. 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 platform that includes third-party asset manager relationships with discretionary and non-discretionary account options.

Business succession planning Wealth management
user avatar
firm logo

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 17 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Equitable Advisors and The Leaders Group Inc. Outside of his advisory role, he is involved in insurance brokerage and financial planning through his ownership of Aurelius Legacy Partners and serves on the advisory board of Asset-Map Holdings, Inc. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms and a client-directed, non-discretionary investment approach. The firm manages a majority of client assets on a non-discretionary basis and provides a range of financial planning and consulting services.

Business succession planning Wealth management
user avatar
firm logo

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 licenses and has previously worked with Nationwide Advisory Services, Inc. and Penn Mutual Life Insurance Company. Dollfus 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, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, combining investment advice with custody and execution capabilities.

Business succession planning Wealth management
user avatar
firm logo

Suresh S

Series 63, Series 65

Edison, NJ

Hornor, Townsend & kent, LLC

Suresh Somisetty is a financial advisor at Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials. He has previous experience at ICE Data Services and Brooklight Place Securities, Inc., with a total of 14 years in related fields. 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, with a platform that includes third-party asset manager relationships and various account management options.

Business succession planning Wealth management
user avatar
firm logo

Amedeo G

CFP®, Series 63, Series 65

New York, NY

Hornor, Townsend & kent, LLC

Amedeo Granata is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC. He has been with both Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2003. In addition to his advisory role, he operates a life insurance brokerage focused on the sales and service of 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, providing advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight with a non-discretionary investment approach.

Business succession planning Wealth management
user avatar
firm logo

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 credentials and bringing 29 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent Inc since 2012. Namazi is also involved in insurance brokerage activities through two entities, Primary Financial and 1847Financial, both providing insurance sales and services. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services via third-party asset manager platforms, financial planning, and retirement plan consulting. The firm emphasizes client-directed implementation and oversight with a focus on non-discretionary asset management.

Business succession planning Wealth management
user avatar
firm logo

Isaac C

Series 63, Series 65

Colonial Heights, VA

Hornor, Townsend & kent, LLC

Isaac Critchlow is a financial advisor with Hornor, Townsend & Kent, LLC and holds Series 63 and Series 65 licenses. He has 14 years of industry experience, including roles at Penn Mutual Life Insurance Company, MML Investors Services, MassMutual, and Jackson National Life Distributors. Critchlow also operates Elevate Financial Group, an insurance brokerage providing financial services and advice. 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 and broker-dealer services with third-party asset manager relationships and offers both discretionary and non-discretionary account options.

Business succession planning Wealth management
user avatar
firm logo

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 worked with firms including Penn Mutual Life Insurance and Mass Mutual. Outside of his advisory role, he serves as a lay pastor and participates on multiple local boards related to senior housing and community development. 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, combining investment advice with custody, execution, and brokerage capabilities.

Business succession planning Wealth management
user avatar
firm logo

Joseph B

Series 66

Conshohocken, PA

Hornor, Townsend & kent, LLC

Joseph Bonfanti is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 designation and 11 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2016. Bonfanti is also active as an insurance agent, providing multi-line and life insurance sales and service for multiple carriers, including Penn Mutual. Hornor, Townsend & Kent serves a diverse client base including individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines advisory and broker-dealer services, working with third-party asset managers to tailor investment strategies and providing both discretionary and non-discretionary account options.

Business succession planning Wealth management
user avatar
firm logo

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 license and bringing 12 years of industry experience. He has been with Hornor, Townsend & Kent since 2012 and is also associated with Penn Mutual Life Insurance Company since 2011. In addition to his advisory role, Fenby is involved in life insurance brokerage as a Regional Marketing Director for Penn Mutual and as Senior Vice President at Insurance Wholesale Solutions, as well as owning Fenby Life Insurance Planning. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering 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 its client assets on a non-discretionary basis.

Business succession planning Wealth management
user avatar
firm logo

Alec G

CFP®, Series 63

Richmond, VA

Hornor, Townsend & kent, LLC

Alec Gilliam is a CFP® professional with seven years of industry experience, currently serving as an advisor at Hornor, Townsend & Kent, LLC. His prior experience includes roles at Northwestern Mutual Wealth Management and other financial services firms. He has also been involved with the Colonial Williamsburg Foundation for over a decade. 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 advisory and broker-dealer services, offering custody, execution, and brokerage alongside investment advice.

Business succession planning Wealth management
user avatar
firm logo

Nicholas S

Series 63, Series 65

Akron, OH

Hornor, Townsend & kent, LLC

Nicholas Solitario is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 15 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, Solitario provides educational seminars focused on public pension systems and individual retirement consultations. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms and a client-directed, non-discretionary investment approach.

Business succession planning Wealth management
user avatar
firm logo

Jonathan M

Series 63, Series 65

Akron, OH

Hornor, Townsend & kent, LLC

Jonathan Mitchen is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company, Citizens Securities Inc., and Northwestern Mutual. Outside of his advisory work, he serves as a vice president on the board of the Kaderly Foundation and coaches high school football. 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 the majority of client assets on a non-discretionary basis and provides services including financial planning, consulting, and retirement plan fiduciary support.

Business succession planning Wealth management
user avatar
firm logo

Arthur F

ChFC®, Series 63

Coral Gables, FL

Hornor, Townsend & kent, LLC

Arthur Finkle is a ChFC® credentialed advisor with over 52 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC since 1990. He has also been affiliated with Penn Mutual since 1966. Outside of his advisory role, he is a trustee and founder of the Arthur & Amelia Finkle Private Charitable Foundation and provides expert witness testimony related to securities and insurance litigation. 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 over discretionary trading.

Business succession planning Wealth management
user avatar
firm logo

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 license and bringing 32 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2016. Richmond serves on the finance committee of the Greater Susquehanna Valley United Way and is a board member for the Snyder Agency on Aging, a nonprofit providing health and welfare benefits to senior citizens. He also operates an estate consulting practice and is involved in life and disability insurance brokerage under the name 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 combines advisory and broker-dealer services, supporting tailored investment strategies through a network of advisers and third-party asset managers.

Business succession planning Wealth management
Warmer team member

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.

Find your advisor

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")