Services About Client Login About Us Keystone Financial Group partners with our clients with these key principles: We put your best interests above all else. All client accounts are held by a third-party custodian ensuring independent oversight of your assets. Our investment management fees are based on assets under management; hence, our interests are aligned with yours. * HTK does not provide tax advice. Please consult a qualified tax advisor regarding your individual circumstances. Our Team Jim Rogers (CLU, CHFC) jrogers@htk.com Financial Adviser Financial Planning Investment Strategies Risk Management Options Bill Chambley (CFP®) wchambley@htk.com Financial Adviser and Partner Financial Planning Investment Strategies Risk Management Options Nick Crippen (CFP®) ncrippen@htk.com Financial Adviser and Partner Financial Planning Investment Strategies Risk Management Options Medicare and Supplement Planning Christine Harris harris.christine@pennmutual.com Investment Account Coordinator Investment Transactions RMD’s Investment Account Services Fran Robinson robinson.frances@pennmutual.com Insurance Coordinator Insurance Services Beneficiary Changes Billing Concerns Eileen Dioguardo dioguardo.eileen@pennmutual.com Insurance Coordinator Insurance Services Beneficiary Changes Billing Concerns KEYSTONE FINANCIAL GROUP 305 Exton Commons Exton, PA 19341 610-363-4000 Phone 484-713-5090 Fax SERVICES Budget and Savings Employee Benefits Education Funding Insurance Services Retirement Planning ABOUT US Our Team Disclaimers

Services About Client Login Our Services Keystone Financial Group has been offering a full range of financial products and services for over 44 years since January 1975. We’ve been helping our clients of all ages and incomes take the mystery out of investing, managing risk, preparing for retirement and preserving their wealth. Our associates believe that tax planning, retirement planning, and estate conservation should be top priorities for individuals and families of all ages and income ranges. * HTK does not provide tax advice. Please consult a qualified tax advisor regarding your individual circumstances. Budget and Savings Identify spending to improve cash flows for saving. Employee Benefits Creating attractive Health and Wellness plans for SMB owners for their employees. Education Funding Effectively invest to maximize availability for financial aid. Insurance Services Protect against risk with adequate and cost effective coverage. Retirement Planning Maximizing your portfolio to secure a comfortable retirement. KEYSTONE FINANCIAL GROUP 305 Exton Commons Exton, PA 19341 610-363-4000 Phone 484-713-5090 Fax SERVICES Budget and Savings Employee Benefits Education Funding Insurance Services Retirement Planning ABOUT US Our Team Disclaimers