Eraldo Daja is a financial advisor at Key Financial, Inc. with two years of industry experience. He holds a Series 66 designation and previously worked at J.P. Morgan Chase for five years. Key Financial, Inc. provides comprehensive financial planning and portfolio management services for individuals, pension plans, trusts, and charitable organizations. The firm focuses on long-term, asset-allocation-driven portfolios using diversified mutual funds and ETFs within a buy-and-hold strategy.

Elizabeth Miller is a financial advisor at Key Financial, Inc. with 16 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Key Financial since 2015. Miller also supports advisor Patricia Brennan as a Key Client Specialist, assisting with client services and account processing. Key Financial, Inc. provides comprehensive financial planning and portfolio management for individuals, pension plans, trusts, and other entities. The firm emphasizes long-term, asset-allocation-driven portfolios using diversified mutual funds and ETFs, combining planning with ongoing portfolio monitoring and rebalancing through proprietary tools and custodial platforms.

Eric Fuhrman is a CFP®-designated financial advisor with 17 years of industry experience, currently serving as Chief Planning Officer at Key Financial, Inc., where he has worked since 2014. He also maintains a registration with Royal Alliance since 2010. In addition to his advisory role, Fuhrman participates in firm-wide financial planning activities and co-administers company operations, including retirement plan management. Key Financial, Inc. provides comprehensive financial planning and portfolio management services to individuals, pension plans, trusts, estates, and charitable organizations. The firm focuses on long-term, asset-allocation-driven portfolios using diversified mutual funds and ETFs, combining ongoing planning and portfolio monitoring supported by technology and an integrated advisory relationship.

Matthew Mainwaring is a CFP® certificant and holds a Series 66 license with four years of industry experience. He is currently with Key Financial, Inc. and OSAIC, where he has worked since 2021. Prior to that, he held roles at Scott Honda of West Chester and College Hunks Hauling Junk and Moving. Key Financial, Inc. provides comprehensive financial planning and portfolio management for individuals, pension and profit-sharing plans, trusts, estates, and various business entities. The firm emphasizes long-term, asset-allocation-driven portfolios based on Modern Portfolio Theory and integrates planning with portfolio monitoring using discretionary accounts custodied at Pershing/Osaic Wealth.

Spencer Peet is a CFP® with six years of industry experience, currently serving at Key Financial, Inc. He has previously worked at Tristate Financial Advisors and Fortegra Financial Corporation, and spent four years at the University of Delaware. Peet maintains an independent insurance agent license to stay informed about insurance products, though he does not actively sell insurance. Key Financial, Inc. provides comprehensive financial planning and portfolio management services to individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm employs a long-term, asset-allocation-driven investment approach grounded in Modern Portfolio Theory, utilizing diversified mutual funds and ETFs with a buy-and-hold strategy.

Richard Everett is a CFP® and CFA® with 18 years of industry experience. He is affiliated with Key Financial, Inc., where he serves as Chief Investment Officer and assists with portfolio management. Everett has a long tenure at both Key Financial, Inc. and Royal Alliance Associates. Key Financial, Inc. provides comprehensive financial planning and portfolio management services for individuals, trusts, pension plans, and charitable organizations. The firm emphasizes long-term, asset-allocation-driven portfolios using diversified mutual funds and ETFs, combining planning with ongoing portfolio monitoring and rebalancing through discretionary accounts custodied at Pershing/Osaic Wealth.

Michael Brennan is a CFP® professional with 13 years of industry experience. He is affiliated with Key Financial, Inc. and has worked at Royal Alliance since 2012. Key Financial, Inc. provides comprehensive financial planning and portfolio management services to individuals, pension plans, trusts, and charitable organizations. The firm employs a long-term, asset-allocation-driven investment approach based on Modern Portfolio Theory, utilizing diversified mutual funds and ETFs with a buy-and-hold strategy.

Diane Krainik is a CFP® professional with 4 years of industry experience, currently with Key Financial, Inc., where she has worked for 10 years. She is based in West Chester, PA. Key Financial, Inc. provides comprehensive financial planning and portfolio management services for individuals, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm’s investment approach focuses on long-term, asset-allocation-driven portfolios using diversified mutual funds and ETFs, supported by advanced tools for planning and portfolio monitoring.

Patricia Brennan is a Certified Financial Planner® with 40 years of industry experience and serves as President and CEO of Key Financial, Inc. She has been with Key Financial since 1990 and also holds a longstanding role with OSAIC. Outside of her advisory work, she is an author and serves on several nonprofit boards, including Turks Head Health Services and Connect Through Cancer. Key Financial, Inc. offers comprehensive financial planning and portfolio management services for individuals, retirement plans, trusts, and charitable organizations. The firm emphasizes a long-term, asset-allocation-driven investment approach using diversified mutual funds and ETFs, combining planning with ongoing portfolio monitoring and rebalancing.