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Winfield G
Series 63, Series 65
Las Vegas, NV
Hornor, Townsend & kent, LLC
Winfield Greenwood is a financial advisor with Hornor, Townsend & Kent, LLC in Las Vegas, NV, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2010. Greenwood owns and operates several businesses, including Redstone Financial Group, which focuses on disability and health insurance, and Nevada Medical Staffing LLC, a staffing agency for medical professionals. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily through third-party asset manager platforms and non-discretionary investment oversight. The firm emphasizes client-directed implementation and offers a range of services including financial planning, consulting, and retirement plan fiduciary support.
Cory T
Series 63, Series 65
Allentown, PA
Hornor, Townsend & kent, LLC
Cory Thatcher is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. He has worked with Penn Mutual Life Insurance Company since 2013 and is the proprietor of Thatcher Benefit Planning, Inc., a life insurance brokerage he has owned since 2003. Thatcher is also involved with multiple insurance brokerage entities, focusing on sales and service for various carriers. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering 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.
Debra G
ChFC®, Series 63, Series 65
State College, PA
Hornor, Townsend & kent, LLC
Debra Guerrero is a ChFC® with 29 years of industry experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC since 1999. She is also the proprietor of Financial Directions, where she is involved in life and health insurance sales. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, emphasizing client-directed implementation and oversight through third-party asset manager platforms and financial planning.
Stephen G
Series 63, Series 65
Boca Raton, FL
Hornor, Townsend & kent, LLC
Stephen Good is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 designations and 24 years of industry experience. His career includes roles at Penn Mutual Life Insurance Company and MassMutual, among others. Outside of his advisory work, he serves as a youth sports coach and participates on the board of directors for Aurelius Legacy Partners, assisting with complex estate planning and life insurance strategies. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm operates as both an SEC-registered investment adviser and a FINRA-member broker-dealer, offering a range of investment and brokerage capabilities along with third-party asset manager relationships.
Brent Z
CFP®, Series 63
Cincinnati, OH
Hornor, Townsend & kent, LLC
Brent Zeiser is a CFP® and Series 63 credentialed advisor with nine years of industry experience. He has worked at Hornor, Townsend & Kent, LLC since 2021 and was previously with The Vanguard Group, Inc. for five years. Brent also serves as a board member and treasurer of The Bridge Adaptive Sports & Recreation, a nonprofit focused on making adaptive sports accessible for people with disabilities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, providing advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory programs and broker-dealer services, managing a multi-billion dollar discretionary and non-discretionary asset portfolio while offering a range of account options and third-party asset manager relationships.
Lisa D
Series 66
Conshohocken, PA
Hornor, Townsend & kent, LLC
Lisa Davis is a financial advisor at Hornor, Townsend & Kent, LLC with 12 years of industry experience. She holds a Series 66 designation and has worked with Hornor, Townsend & Kent since 2014 and Penn Mutual Life Insurance Company since 2011. Davis is involved in multiple insurance-related ventures, including partnerships in life insurance brokerage and life settlements, and serves on the board of directors for FINSECA as well as the American College Board of Trustees. She also participates in a charitable foundation dedicated to supporting the development of financial professionals. 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.
Kalan M
Series 65
New Bern, NC
Hornor, Townsend & kent, LLC
Kalan McEuen is a financial advisor at Hornor, Townsend & Kent, LLC with a Series 65 credential and five years of industry experience. His background includes 20 years of service in the United States Navy followed by roles at MetLife and operating his own firm, McEuen Legacy Planning. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities, managing over $8 billion in discretionary assets as of 2025.
Gary J
Series 63, Series 65
Glendale, AZ
Hornor, Townsend & kent, LLC
Gary Johanson is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and possessing 30 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2012. Johanson is also involved in insurance sales and service for multiple carriers, including Penn Mutual Life Insurance Company. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory services that utilize 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.
James B
CFP®, Series 63, Series 66
Conshohocken, PA
Hornor, Townsend & kent, LLC
James Bergmaier is a CFP® professional with 20 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC since 2015. He also holds a role at Penn Mutual Life Insurance Company and is involved in multiple community and nonprofit activities, including serving on the advisory board for the American College Center for Special Needs and as a board member of the Ardent Community Trust of Pennsylvania. Additionally, he holds leadership positions such as treasurer for the Penn Mutual National Advisory Council Executive Committee and partner in life insurance brokerage ventures. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, focusing on client-directed implementation and oversight through third-party asset manager platforms. The firm manages a significant portion of client assets on a non-discretionary basis and offers services including financial planning, consulting, and retirement plan engagements.
Jon M
ChFC®, Series 63, Series 65
Allentown, PA
Hornor, Townsend & kent, LLC
Jon Maitz is a ChFC® credentialed financial advisor with Hornor, Townsend & Kent, LLC, bringing 16 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2014. Outside of his advisory role, Maitz is actively involved in multi-line insurance brokerage through 1847 Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory services that emphasize client-directed implementation and oversight. The firm manages a majority of its assets on a non-discretionary basis and offers financial planning, consulting, and retirement plan services through third-party asset managers.
George B
ChFC®, Series 63
Medford, NJ
Hornor, Townsend & kent, LLC
George Bradley is a financial advisor with Hornor, Townsend & Kent, LLC, holding the ChFC® designation and over 30 years of industry experience. He has been associated with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2001. Outside of his advisory role, he is a partner in an insurance brokerage firm, The Independents Financial Network, Inc., involved in sales, marketing, and administrative services for multiple insurance carriers. 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.
Timothy C
Series 63, Series 66
Coral Springs, FL
Hornor, Townsend & kent, LLC
Timothy Church is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Northwestern Mutual and Wells Fargo. Outside of his advisory role, Church serves as a police officer for the Town of Davie. 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, managing billions in assets through a network of advisors and third-party asset managers.
Kyle G
Series 65
Burbank, OH
Hornor, Townsend & kent, LLC
Kyle Gerber is a financial advisor at Hornor, Townsend & Kent, LLC with eight years of industry experience. He holds a Series 65 designation and has worked previously at Sequent Planning, LLC. In addition to his advisory role, he is involved in offering and selling insurance products through Gerber & Associates Insurance, Inc. and K.J. Gerber & Company LLC. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered investment adviser and a FINRA-member broker-dealer, offering custody, execution, and brokerage services alongside investment advice.
Kimberly W
ChFC®, Series 63, Series 66
Plymouth Meeting, PA
Hornor, Townsend & kent, LLC
Kimberly Wenger is a ChFC® with 13 years of experience, currently serving as a financial advisor at Hornor, Townsend & Kent, LLC since 2012. She also holds positions in life and multi-line insurance brokerage with firms including Penn Mutual Life Insurance Company. Outside of her advisory work, she is involved in lacrosse as a high school head coach and serves as a board member for the Pennsylvania Girls' Lacrosse Association. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, utilizing third-party asset manager platforms and a client-directed, non-discretionary investment approach.
David C
ChFC®, Series 63
Palmetto Bay, FL
Hornor, Townsend & kent, LLC
David Chamberlain is a ChFC® credentialed financial advisor with over 52 years of industry experience. He has been associated with Hornor, Townsend & Kent, LLC since 1973 and operates DAC Financial Consultants, a multi-line insurance brokerage firm. Chamberlain also serves as an officer and treasurer on the board of the Miami Beach Community Health Center. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, 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.
Christian B
Series 63, Series 66
Edison, NJ
Hornor, Townsend & kent, LLC
Christian Becerra is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing six years of industry experience. He previously worked at Penn Mutual Life Insurance Company and AXA Advisors LLC. Becerra serves as a trustee on the board of Women Rising, a nonprofit organization. Hornor, Townsend & Kent provides advisory services to individuals, trusts, businesses, charitable organizations, and retirement plans, emphasizing client-directed implementation and oversight through third-party asset manager platforms and financial planning.
Steven M
Series 63, Series 65
Conshohocken, PA
Hornor, Townsend & kent, LLC
Steven Minner Jr. 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 Fidelity Investments, Lincoln Financial, Brown Advisory, and Glenmede. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by providing advisory services primarily through third-party asset manager platforms, emphasizing client-directed implementation and oversight rather than discretionary trading.
Christopher N
Series 66
Lebanon, NJ
Hornor, Townsend & kent, LLC
Christopher Nichols is a financial advisor at Hornor, Townsend & Kent, LLC with 22 years of industry experience. He holds a Series 66 designation and has worked at Hornor, Townsend & Kent since 2006 and at Penn Mutual Life Insurance since 2018. Nichols also operates Nichols Financial Planning, a life insurance brokerage, in addition to his advisory role. 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, providing custody, execution, and brokerage capabilities alongside investment advice.
Bashar B
Series 66
Boca Raton, FL
Hornor, Townsend & kent, LLC
Bashar Baraz is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 66 license and bringing nine years of industry experience. His prior roles include positions at MML Investors Services LLC, MassMutual Life Insurance Company, and Capital Financial Strategies. Baraz is also involved in insurance brokerage activities under the firms BarazFin and 1847Financial, focusing on insurance sales and service, including Penn Mutual life products. 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 a range of custody, execution, and brokerage capabilities with discretionary and non-discretionary account options.
John M
Series 63, Series 66
Gobles, MI
Hornor, Townsend & kent, LLC
John Mc Caffrey is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and four years of industry experience. His prior roles include positions at Northwestern Mutual and Charles Schwab. Outside of advisory work, he is involved in insurance brokerage and is starting a home cleaning business serving individual and property manager clients. 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 investment adviser and FINRA-member broker-dealer, offering discretionary and non-discretionary account options alongside custody and brokerage services.
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