Key Financial, Inc.

Elizabeth Miller is a financial advisor at Key Financial, Inc. with 16 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Key Financial since 2015 and Osaic Wealth, Inc. since 2017. Key Financial serves individual clients, including high-net-worth households, as well as retirement plan sponsors and institutional clients, offering comprehensive financial planning, retirement plan consulting, and portfolio management. The firm emphasizes long-term, asset-allocation driven portfolios using diversified mutual funds and ETFs, with tailored allocations based on client goals and risk tolerance.

Eric Fuhrman is a CFP® professional with 16 years of industry experience, currently serving at Key Financial, Inc. since 2014. He also has a longstanding affiliation with Royal Alliance dating back to 2010. In addition to his advisory role, Fuhrman acts as Chief Planning Officer at Key Financial, providing oversight and strategic direction for firm-wide financial planning activities and assisting with firm administration. Key Financial serves individual clients, including high-net-worth households, as well as retirement plan sponsors and institutional clients. The firm offers comprehensive financial planning, retirement plan consulting, and portfolio management, employing a long-term, asset-allocation driven investment approach based on Modern Portfolio Theory.

Matthew Mainwaring is a CFP® professional with four years of industry experience, currently serving as an advisor at Key Financial, Inc. since 2021. His prior work includes roles at Osaic Wealth, Inc., Scott Honda of West Chester, and College Hunks Hauling Junk and Moving. Key Financial, Inc. serves individual clients, including high-net-worth households, as well as retirement plan sponsors and institutional clients. The firm provides comprehensive financial planning, retirement plan consulting, and portfolio management through a disciplined, asset-allocation driven approach based on Modern Portfolio Theory.

Spencer Peet is a CFP® professional with five years of industry experience, currently affiliated with Key Financial, Inc. He has previously worked at Osaic Wealth, Inc., Tristate Financial Advisors, and Fortegra Financial Corporation. Peet maintains an independent insurance agent license to stay informed about insurance products, though he does not actively sell insurance. Key Financial, Inc. serves individual clients, including high-net-worth households, as well as retirement plan sponsors and institutional clients, offering comprehensive financial planning, retirement consulting, and portfolio management. The firm’s investment approach focuses on long-term, asset-allocation driven portfolios using diversified mutual funds and ETFs, with tailored allocations and ongoing portfolio monitoring.

Richard Everett is a CFP® and CFA® with 18 years of industry experience. He is affiliated with Key Financial, Inc. and Royal Alliance Associates, where he has held roles since 2006 and 2007 respectively. At Key Financial, he serves as Chief Investment Officer, assisting with portfolio management. Key Financial serves individual clients, including high-net-worth households, as well as retirement plan sponsors and institutional clients. The firm offers comprehensive financial planning, retirement plan consulting, and portfolio management with an emphasis on long-term, asset-allocation driven strategies using broadly diversified mutual funds and ETFs.

Thomas Belisari is a CFP® professional with over 43 years of experience in financial advising. He has been affiliated with Key Financial, Inc. since 1991 and Royal Alliance Associates, Inc. since 1997. Belisari serves as Chairman of the West Whiteland Township Pension Advisory Board, where he reviews and advises on local police and nonuniform pension plan investments. Key Financial, Inc. provides comprehensive financial planning, retirement plan consulting, and portfolio management services to individual clients, including high-net-worth households, as well as institutional clients. The firm employs a long-term, asset-allocation approach based on Modern Portfolio Theory, utilizing broadly diversified mutual funds and ETFs with tailored client allocations and ongoing portfolio monitoring.

Michael Brennan is a CFP® with 13 years of industry experience, currently serving as an advisor at Key Financial, Inc. in West Chester, PA. He has worked at both Royal Alliance and Key Financial since 2012. Key Financial serves individual clients, including high-net-worth households, as well as retirement plan sponsors and institutional clients. The firm offers comprehensive financial planning, retirement plan consulting, and portfolio management, with an investment approach focused on long-term, asset-allocation driven portfolios using diversified mutual funds and ETFs.

Diane Krainik is a CFP® professional with 10 years of experience at Key Financial, Inc. in West Chester, PA. She has been with the firm since 2016. Key Financial serves individual clients, including high-net-worth households, as well as retirement plan sponsors and institutional clients. The firm offers comprehensive financial planning, retirement plan consulting, and portfolio management with an investment approach focused on long-term, asset-allocation driven portfolios using diversified mutual funds and ETFs.

Patricia Brennan is a Certified Financial Planner (CFP®) with over 40 years of experience in financial advisory services. She is the President and CEO of Key Financial, Inc., where she has worked since 1990. Brennan is also an author, having published a book titled "Am I Going to Be Okay?" through Forbes Books. She serves on several nonprofit boards, including Turks Head Health Services and Connect Through Cancer, and is a member of the investment committee for the Chester County Hospital Foundation. Key Financial, Inc. provides comprehensive financial planning and portfolio management to individual clients, retirement plan sponsors, and institutional clients. The firm uses a long-term, asset-allocation driven investment approach grounded in Modern Portfolio Theory, offering tailored allocations and ongoing portfolio monitoring.

Samuel Baez Jr. is a CFP® professional with 16 years of industry experience, currently serving as a financial advisor at Key Financial, Inc. since 2012. He holds the Series 66 designation and is based in West Chester, PA. Key Financial serves individual clients, including high-net-worth households, as well as retirement plan sponsors and institutional clients, offering comprehensive financial planning, retirement plan consulting, and portfolio management through a two-phase process focused on long-term, asset-allocation-driven portfolios.