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Andreas I

Series 66

Boca Raton, FL

Hornor, Townsend & Kent, LLC

Andreas Ispas is a financial advisor at Hornor, Townsend & Kent, LLC with a Series 66 designation. He has prior experience at Brancov Financial Services and PlanMember Securities Corporation, and his industry experience includes roles supporting investment and insurance 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 as both an SEC-registered investment adviser and a FINRA-member broker-dealer, managing a multi-billion-dollar advisory platform with a range of account options and third-party asset manager relationships.

Business succession planning Wealth management
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Jordan F

Series 63, Series 65

Boca Raton, FL

Hornor, Townsend & Kent, LLC

Jordan Foe is a financial advisor at Hornor, Townsend & Kent, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at MML Investors Services, MassMutual Life Insurance Company, and Emerald Life Insurance, Inc. Prior to his financial career, he served ten years with the West Palm Beach Police Department and six years in the United States Army Reserves. 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 FINRA-member broker-dealer, offering a range of discretionary and non-discretionary account options alongside custody and brokerage services.

Business succession planning Wealth management
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David K

Series 63, Series 65

Boca Raton, FL

Hornor, Townsend & Kent, LLC

David Kiniry is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His career includes roles at Penn Mutual Life Insurance Company and multiple financial services firms dating back to 2002. Outside of advisory activities, he is involved in insurance sales and service as an agent for multiple carriers. Hornor, Townsend & Kent serves individuals, including high-net-worth clients, trusts, businesses, charitable organizations, and retirement plans through a broad advisory and brokerage platform. The firm offers customized financial planning, advisory programs, and retirement plan consulting, operating both discretionary and non-discretionary accounts with a substantial asset base.

Business succession planning Wealth management
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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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Mitchell R

CFP®, Series 63, Series 65

Boca Raton, FL

Hornor, Townsend & Kent, LLC

Mitchell Rubin is a CFP® professional with 29 years of industry experience, currently serving at Hornor, Townsend & Kent, LLC since 2025. He has previously worked at Next Financial Group, Inc. for 14 years and has been involved with ProWealthOne since 2010. Rubin holds board positions with several nonprofit organizations, including the Small Business Council of America and the Metropolitan Equestrian Team, and he manages equestrian activities through The Lara Group, Inc. 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 FINRA-member broker-dealer, providing custody, execution, and brokerage services alongside a platform that incorporates third-party asset managers for discretionary and non-discretionary portfolio management.

Business succession planning Wealth management
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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 licenses and bringing 24 years of industry experience. His career includes roles at Penn Mutual Life Insurance Company and MassMutual Financial Group. Outside of financial advising, he is involved as a youth sports coach and serves on the board of directors for Aurelius Legacy Partners, focusing on life insurance and estate planning. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through advisory programs and financial planning services. The firm offers both discretionary and non-discretionary accounts, integrating third-party asset managers within a framework that includes custody, execution, and brokerage capabilities.

Business succession planning Wealth management
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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 designation and nine years of industry experience. His prior roles include positions at MML Investors Services LLC and MassMutual Life Insurance Company. Baraz is also involved in financial consulting through a partnership with Karp Financial Strategies. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory services with broker-dealer capabilities and oversees a platform that features third-party asset managers and both discretionary and non-discretionary accounts.

Business succession planning Wealth management
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Jake L

Series 63, Series 66

Boca Raton, FL

Hornor, Townsend & Kent, LLC

Jake Latourette is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. His prior roles include positions at Penn Mutual Life Insurance Company, Equitable Advisors, and AXA Advisors, LLC. He is also active as a life insurance agent through firms such as 1847 Financial and Aurelius Legacy Partners. 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 investment and custody solutions that include third-party asset manager relationships and discretionary and non-discretionary account options.

Business succession planning Wealth management
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Stephen K

Series 63, Series 66

Boca Raton, FL

Hornor, Townsend & Kent, LLC

Stephen Karp is a financial advisor at Hornor, Townsend & Kent, LLC with 22 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked with firms including OSAIC, SagePoint Financial, MassMutual Investors Services, and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, he owns Karp Solutions, providing business consulting and HR strategy coaching. 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 discretionary and non-discretionary investment management with approximately $8.37 billion in discretionary assets under management.

Business succession planning Wealth management
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Karolyn W

Series 63, Series 65

Boca Raton, FL

Hornor, Townsend & Kent, LLC

Karolyn Wotring is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. Her prior experience includes roles at Northwestern Mutual Wealth Management Company and Penn Mutual Life Insurance Company. Outside of advising, she serves as Secretary and Board Member for the Women’s Executive Club of South Florida, a nonprofit networking organization. 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 clients with custody, execution, and brokerage capabilities alongside investment advice.

Business succession planning Wealth management
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Christian C

Series 65

Boca Raton, FL

Hornor, Townsend & Kent, LLC

Christian Calabro is a financial advisor at Hornor, Townsend & Kent, LLC with five years of industry experience. He holds a Series 65 designation and has worked in various capacities including at Innovative Financial Concepts, LLC and 1847 Financial. Outside of his advisory roles, Calabro serves on the board of the Greater Fort Lauderdale Chamber of Commerce and co-chairs the League for Junior Achievement of South Florida, where he volunteers to mentor public school students. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes financial planning, retirement consulting, and access to third-party asset managers. The firm operates as both an SEC-registered adviser and FINRA-member broker-dealer, offering a full range of custody, execution, and brokerage services.

Business succession planning Wealth management
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Alfredo S

Series 63, Series 65

Boca Raton, FL

Hornor, Townsend & Kent, LLC

Alfredo Suescum Sr. is a financial advisor at Hornor, Townsend & Kent, LLC with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously with Northwestern Mutual and Primerica. He is also involved in insurance brokerage activities, focusing on life insurance products. 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 SEC-registered advisory services with broker-dealer capabilities, managing over $8 billion in discretionary assets as of 2025.

Business succession planning Wealth management
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Adam S

CFP®, ChFC®, Series 63, Series 65

Boca Raton, FL

Hornor, Townsend & Kent, LLC

Adam Sherman is a financial advisor with Hornor, Townsend & Kent, LLC, holding the CFP® and ChFC® designations and bringing 40 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2016. Outside of advising, Sherman serves on the boards of a country club and a youth basketball organization, and he teaches a finance class at Florida Atlantic University. 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, working with third-party asset managers to provide tailored investment strategies across discretionary and non-discretionary accounts.

Business succession planning Wealth management
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