Lukendric Washington is a CFP® professional with seven years of industry experience, currently affiliated with Hornor, Townsend & Kent, LLC in Tampa, FL. His prior roles include positions at Penn Mutual Life Insurance Company and Northwestern Mutual, as well as work as a tax expert for Intuit Turbo Tax Live. Outside of advisory work, Washington is an author and serves on the board of the nonprofit Freedom Project Network. Hornor, Townsend & Kent (HTK) 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 both advisory and broker-dealer services, combining investment advice with custody and execution capabilities.

Stephen Levy is a financial advisor with Hornor, Townsend & Kent, LLC, holding a Series 63 designation and bringing 44 years of industry experience. He has worked at Hornor, Townsend & Kent since 2014 and is also affiliated with Penn Mutual Life Insurance Company. Outside of his advisory role, Levy is a licensed life insurance agent involved in insurance sales and service. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, providing advisory services primarily on a non-discretionary basis through third-party asset manager platforms and financial planning. The firm combines advisory and broker-dealer functions and offers a range of investment approaches including asset allocation and fundamental analysis.

Derek Nelson is a financial advisor at Hornor, Townsend & Kent, LLC with 13 years of industry experience. His background includes roles at Penn Mutual Life Insurance Company and as an independent insurance agent, along with experience running his own sole proprietorship. He holds Series 65, Series 66, and Series 63 licenses. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans through a network of advisors, offering advisory programs, financial planning, and retirement plan consulting. The firm operates both as an SEC-registered adviser and FINRA-member broker-dealer, managing a multi-billion dollar portfolio in discretionary and non-discretionary assets.

Indira Cozine is a financial advisor at Hornor, Townsend & Kent, LLC with six years of industry experience. She holds Series 63 and Series 65 registrations and has worked at Hornor, Townsend & Kent since 2019 and Penn Mutual Life Insurance Company since 2018. Outside of her advisory role, she is a board member of I&I International, a nonprofit providing educational services to underserved populations, and owns Sunshine Sistas, LLC, which organizes educational and wellness events for women. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms and emphasizing client-directed implementation and oversight. The firm manages a majority of client assets on a non-discretionary basis and provides a range of investment and retirement plan consulting services.

Donald Weis is a financial advisor at Hornor, Townsend & Kent, LLC with 19 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Cetera, Rhino Financial Solutions, Eagle Registration LLC, and New York Life Insurance Company. Weis is also involved in insurance brokerage activities through 1847Financial, focusing on insurance sales and service including Penn Mutual life products. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans with advisory services implemented through third-party asset manager platforms and co-advisory relationships. The firm emphasizes client-directed investment oversight and manages the majority of client assets on a non-discretionary basis.

Paul Mcaneny is a financial advisor with Hornor, Townsend & Kent, LLC, holding Series 63 and Series 65 licenses and bringing six years of industry experience. He has been with Hornor, Townsend & Kent since 2019 and also works with Penn Mutual Life Insurance Company. Outside of his advisory role, Mcaneny serves as the Transition Committee Chairman for the Tampa chapter of the Military Officers Association of America, organizing seminars for transitioning military members and their families. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services through 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.

Amalfis Sepulveda is a financial advisor at Hornor, Townsend & Kent, LLC, holding a Series 66 designation and based in Tampa, FL. He has experience in insurance brokerage as the owner of Alliance Insurance & Financial since 2013 and works as a real estate agent with Future Home Realty. His prior roles include positions at Ameriprise Financial Services and ASI. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans, offering advisory services primarily through third-party asset manager platforms. The firm emphasizes client-directed implementation and oversight with a focus on non-discretionary asset management.