Our Team

George Breuninger

Compliance

Kristine Dougherty CFP

Vice President

Anna Ferker

Operations

Kevin Hiller

Vice President

Paul Miller RMA

Vice President

Peter Ponzio CPFA

Senior Vice President

Sean Schmid

President

Christian Wagner

Chairman

About

Our company and its alliances are established leaders in the financial services industry.

Our Services

To help our valued clients work toward their financial independence and achieve their goals

We’re here to help you.

Security

Your trust is everything to us.

Penn Investment Advisors is a division of Equitable Distribution Holding Corporation, an indirect subsidiary of Equitable Holdings and the parent company of Equitable Advisors, LLC. Financial Advisors (FAs) of Penn Investment Advisors (PIA) offer securities through Equitable Advisors, LLC (NY, NY 212 314 4600), member FINRA/SIPC (Equitable Financial Advisors in MI and TN). FAs are investment advisory representatives of both PIA and Equitable Advisors, LLC (each of which is an SEC-registered investment advisor) and may offer investment advisory products and services of either company under the PIA name. If you have any questions about whether investment advisory products and services are being offered to you through PIA or through Equitable Advisors, please contact your FA. Annuity and insurance products offered through Equitable Network, LLC, (Equitable Network Insurance Agency of California, LLC; Equitable Network Insurance Agency of Utah, LLC; Equitable Network of Puerto Rico, Inc.). Equitable Advisors and its affiliates do not provide tax or legal advice. Please consult your tax and legal advisors regarding your particular circumstances. Individuals may transact business, which includes offering products and services and/or responding to inquiries, only in state(s) in which they are properly registered and/or licensed. The information in this website is not investment or securities advice and does not constitute an offer. For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Penn Advisors Financial Resources is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network. Equitable Advisors and its affiliates are not affiliated with Penn Community Bank.

https://brokercheck.finra.org/

*Life Insurance: * Is Not a Deposit of Any Bank * Is Not FDIC Insured * Is Not Insured by Any Federal Government Agency * Is Not Guaranteed by Any Bank or Savings Association * Variable Life Insurance May Go Down in Value

AGE-4971710.1 (10/22) (Exp. 10/2026)

Our Team

George Breuninger

Kristine Dougherty CFP

Anna Ferker

Kevin Hiller

Paul Miller RMA

Peter Ponzio CPFA

Sean Schmid

Christian Wagner

John Smith

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