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

Martin V

Series 63, Series 66

Pittsburgh, PA

Hornor, Townsend & kent, LLC

Martin Valentic is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has been with Hornor, Townsend & Kent since 2015 and also works with Penn Mutual Life Insurance Company. Outside of advising, he is a part owner of racehorses and operates insurance brokerage businesses focused on life and disability insurance. 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.

Business succession planning Wealth management
user avatar
firm logo

Melanie C

CFP®, Series 63, Series 65

Pittsburgh, PA

Hornor, Townsend & kent, LLC

Melanie Colusci is a CFP® professional with 27 years of experience, currently serving at Hornor, Townsend & Kent, LLC. She has worked with Penn Mutual Life Insurance Company and Hornor Townsend & Kent since 2010. Outside of her advisory role, she is an author and speaker focused on women business owners. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily on a non-discretionary basis through third-party asset manager platforms and financial planning. The firm emphasizes client-directed implementation and oversight rather than routine discretionary trading.

Business succession planning Wealth management
user avatar
firm logo

Mark V

Series 66, Series 63

Pittsburgh, PA

Hornor, Townsend & kent, LLC

Mark Vujevich is a financial advisor with Hornor, Townsend & Kent, LLC in Pittsburgh, PA, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Hornor, Townsend and Kent since 2003. Outside of his advisory role, Vujevich is a board member and trustee of Angel Fund, a charity assisting families with outpatient expenses at the Children’s Hospital of Pittsburgh. 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, managing approximately $8.37 billion in discretionary assets and providing a range of account options through relationships with third-party asset managers.

Business succession planning Wealth management
user avatar
firm logo

Richard M

Series 63, Series 65

Pittsburgh, PA

Hornor, Townsend & kent, LLC

Richard Morrison III is a financial advisor with Hornor, Townsend & Kent, LLC in Pittsburgh, PA, holding Series 63 and Series 65 registrations with 10 years of industry experience. He has been with Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2016. Outside of advisory work, he is involved in several insurance brokerage activities and operates an online hobby shop dealing in trading cards. He also serves as president of the BNI Rainmakers networking group. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory programs, financial planning, and retirement plan consulting. The firm combines SEC-registered advisory and FINRA-member broker-dealer services, managing billions in assets while providing customized investment and portfolio management strategies through a network of advisers and third-party asset managers.

Business succession planning Wealth management
user avatar
firm logo

Edward M

Series 63

Pittsburgh, PA

Hornor, Townsend & kent, LLC

Edward Morrissey is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and 37 years of industry experience. His career includes roles at LPL Financial, Penn Mutual Life Insurance Company, and Midland National Life Insurance Company. He is also the proprietor of Morrissey Wealth Management Services, a life insurance brokerage. Morrissey serves as a board member for UPMC Passavant, a charitable organization. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory services including financial planning and consulting. The firm emphasizes client-directed implementation and oversight, managing a significant portion of client assets on a non-discretionary basis.

Business succession planning Wealth management
user avatar
firm logo

Robert C

Series 63, Series 65

Pittsburgh, PA

Hornor, Townsend & kent, LLC

Robert Corcoran is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His career includes roles at Penn Mutual Life Insurance Company and extensive self-employment in accounting and financial services since 1982. Corcoran serves as a board member and secretary of TC House, Inc., and is actively involved in multiple insurance brokerage activities. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services 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.

Business succession planning Wealth management
user avatar
firm logo

Jacob C

Series 63, Series 65

Pittsburgh, PA

Hornor, Townsend & kent, LLC

Jacob Croft is a financial advisor with Hornor, Townsend & Kent, LLC in Pittsburgh, PA, holding the Series 63 and Series 65 licenses and bringing eight years of industry experience. He has been with Hornor, Townsend & Kent since 2018 and has a concurrent affiliation with Penn Mutual Life Insurance Company since 2016. Outside of his advisory role, Croft is active as president of a local Business Networking International chapter and is a partner at an online trading card sales business. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory programs, financial planning, and retirement plan consulting. The firm offers both discretionary and non-discretionary account options through a combination of in-house advice and third-party asset manager relationships, operating as both an SEC-registered advisor and FINRA-member broker-dealer.

Business succession planning Wealth management
user avatar
firm logo

Joshua V

Series 63, Series 65

Pittsburgh, PA

Hornor, Townsend & kent, LLC

Joshua Valentic is a financial advisor with Hornor, Townsend & Kent, LLC in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. He has worked at Hornor, Townsend & Kent since 2015 and also serves as an agent for multiple insurance brokerages, including 21st Century Financial and Vigilant Wealth Partners, focusing on insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, 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 client assets on a non-discretionary basis.

Business succession planning Wealth management
user avatar
firm logo

Andrew M

Series 63, Series 65

Pittsburgh, PA

Hornor, Townsend & kent, LLC

Andrew Marra is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Hornor, Townsend & Kent and Penn Mutual Life Insurance Company since 2018 and previously was employed at Kent State University and Labriola's Italian Market. Outside of advisory work, he serves as president of the BNI Allegheny Valley Chapter, overseeing weekly meetings for a group of business owners and salespeople. 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 utilizes a network of third-party asset managers to provide tailored investment strategies.

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")