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

James W

CFP®, Series 63

Holladay, UT

Hornor, Townsend & Kent, LLC

James Woodall is a CFP®-certified financial advisor with 51 years of industry experience, currently with Hornor, Townsend & Kent, LLC. He has worked at Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2007. Woodall also operates a separate financial services business, Financial Redesign, Inc. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad advisory platform that includes both advisory and broker-dealer services. The firm offers tailored investment strategies and works with third-party asset managers to provide discretionary and non-discretionary portfolio management.

Business succession planning Wealth management
user avatar
firm logo

Gregory B

CFP®, ChFC®, Series 63

Holladay, UT

Hornor, Townsend & Kent, LLC

Gregory Brown is a financial advisor with Hornor, Townsend & Kent, LLC, holding CFP® and ChFC® designations and more than 42 years of industry experience. He has been with Hornor, Townsend & Kent since 2013 and also has a long tenure with Penn Mutual starting in 2004. Outside of his advisory roles, he operates a multi-line insurance brokerage focused on life, health, disability, long-term care, and annuity products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a broad network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, operating as both an SEC-registered investment adviser and a FINRA-member broker-dealer.

Business succession planning Wealth management
user avatar
firm logo

Brandon M

Series 63, Series 65

Holladay, UT

Hornor, Townsend & Kent, LLC

Brandon Mann is a financial advisor at Hornor, Townsend & Kent, LLC with 23 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameritas Advisory Services, Ameritas Investment Corp, and D.A. Davidson & Co. In addition to his advisory role, he manages an insurance brokerage focusing on life insurance products. 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 advisory and broker-dealer services, managing substantial discretionary and non-discretionary assets through a platform that includes third-party asset managers and various account options.

Business succession planning Wealth management
user avatar
firm logo

John C

Series 63, Series 65

Holladay, UT

Hornor, Townsend & Kent, LLC

John Crowley is a financial advisor at Hornor, Townsend & Kent, LLC with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Hornor Townsend & Kent since 2017. Outside of his advisory role, Crowley serves as a council member on the Utah Developmental Disabilities Council, where he participates in budget decisions and policy review for programs supporting individuals with developmental disabilities. 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 an SEC-registered adviser and a FINRA-member broker-dealer, offering custody, execution, and brokerage services alongside investment advice.

Business succession planning Wealth management
user avatar
firm logo

Bret A

Series 63, Series 65

Holladay, UT

Hornor, Townsend & Kent, LLC

Bret Andrus is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Penn Mutual Life Insurance Company and Hornor, Townsend & Kent since 2000. Outside of his advisory role, Andrus is active as an insurance agent operating under the local business name 1847 Financial. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisers. The firm offers advisory programs, financial planning, and retirement plan consulting, combining broker-dealer services with investment advice and managing a significant portfolio of discretionary and non-discretionary assets.

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 introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. (“Warmer”)