Adam Halm

Clare Schwemlein Brownfield is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. She holds the Series 66 designation and has been with Janney since 2007. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions through a multi-channel investment platform that includes portfolio management, financial planning, retirement advisory, and custody services.

Mark Frazier is a financial advisor at Money Concepts Capital Corp with 24 years of industry experience. He holds a Series 63 designation and has been with Money Concepts since 2001. In addition to his advisory role, he is the president and managing partner of Mark A. Frazier CPA & Associates, a CPA office he has operated since 1992. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting to individuals, pension and profit-sharing plans, trusts, charitable organizations, and corporations. The firm offers multiple managed programs using a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, employing fundamental and technical analysis alongside modern portfolio theory.

William Barber is a Series 66-licensed financial advisor with seven years of industry experience, currently affiliated with United Planners Financial Services of America as a Limited Partner. He has worked at United Planners since 2018 and previously at Justice Financial Services Inc. from 2018 to 2022. Outside of his advisory role, he is a co-owner of Barber & Annunziata Wealth Management LLC, a pass-through LLC for tax purposes. United Planners Financial Services serves a diverse client base including individuals, corporations, and institutional clients, offering financial planning, portfolio management, retirement plan services, and brokerage solutions through a network of 477 independent advisors. The firm operates an open-architecture platform using multiple custodians and third-party money managers and is notable for its largely non-discretionary asset mix and limited partnership ownership structure.

Cody Stapleton is a financial advisor with Money Concepts Capital Corp who holds Series 63 and Series 66 licenses and has eight years of industry experience. He has worked at Money Concepts Capital Corp since 2016 with a two-year period at Cambridge Investment Research Advisors and Cambridge Investment Research Inc. from 2019 to 2021. Outside of his advisory role, he is involved in Ollies Burgers & Barbeque, a family-owned restaurant business. Money Concepts Advisory Service (MCAS) offers portfolio management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a variety of managed programs and combines model portfolios, advisor-designed portfolios, and third-party sub-advisers, utilizing fundamental and technical analysis alongside modern portfolio theory.

Seth Ash is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds the Series 66 designation and has worked at Janney Montgomery Scott since 2016, following five years at Kroger. Outside of his advisory role, he serves on the boards of several Chillicothe community organizations, including the Main Street Program, Build Chillicothe, and Jaycee Public Golf Course. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a multi-channel investment platform with portfolio management, financial planning, and retirement consulting services for individuals, high-net-worth clients, corporations, charities, and institutions.

Tammy Ashworth is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Janney since 2008. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a range of services including portfolio management, financial planning, retirement plan advisory, and traditional brokerage for individuals, high-net-worth clients, corporations, charities, and institutions.