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Carolyn F

Series 63

Garden City, NY

Janney Montgomery Scott

Carolyn Frzop is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. She has been with Janney since 1987 and holds a Series 63 designation. Outside of her advisory role, she manages a rental property in Fairfield, Connecticut. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage, financial planning, consulting, and advisory programs, combining in-house and third-party portfolio management services.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Jordan R

CFP®, Series 66

DuBois, PA

Janney Montgomery Scott

Jordan Russell is a CFP® with seven years of industry experience, currently serving at Janney Montgomery Scott. His background includes prior work with Russell Stone Products and an academic tenure at Pennsylvania State University. Outside of his advisory role, he is active in community organizations, serving as President of Friends of Curwensville Lake and Vice President Elect of the Junior Chapter of the DuBois Chamber of Commerce. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with a broad range of financial services, including portfolio management and trustee capabilities.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Corey C

CFP®, Series 63

West Chester, PA

Janney Montgomery Scott

Corey Cahill is a CFP® with 10 years of industry experience, currently practicing at Janney Montgomery Scott since 2022. Prior to joining Janney, he worked at Edward Jones and held roles in the restaurant and financial services sectors. He is a member of the Rotary Club of West Chester and the Greater West Chester Chamber of Commerce. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, consulting, and advisory programs through in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Harry H

Series 63, Series 65

Philadelphia, PA

Janney Montgomery Scott

Harry Hannigan is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding Series 63 and Series 65 designations and possessing 48 years of industry experience. He has been with Janney Montgomery Scott since 2003. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse clientele including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Andrew M

Series 63, Series 66

Towson, MD

Janney Montgomery Scott

Andrew Milto is a financial advisor with Janney Montgomery Scott holding Series 63 and Series 66 licenses and 11 years of industry experience. His prior roles include positions at T. Rowe Price and Lincoln Financial Distributors. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, and institutional sponsors, offering brokerage services, financial planning, and advisory programs that utilize both in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Timothy B

CFP®, Series 66

Uniontown, PA

Janney Montgomery Scott

Timothy Brown is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. His career includes prior roles at Bank of America and Merrill. Outside of his advisory work, he coordinates the Health Kids Running Series in Chadds Ford, PA, and serves as a trustee for the Catholic Institute and member of the investment committee for The Catholic Foundation in the Diocese of Greensburg. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base with a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Ronald M

Series 63, Series 65

Stuart, FL

Janney Montgomery Scott

Ronald Maslanka is a financial advisor at Janney Montgomery Scott with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney since 2010. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipalities, offering a range of brokerage, financial planning, and advisory services.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Theresa S

Series 63, Series 65

Yardley, PA

Janney Montgomery Scott

Theresa Stevens is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney in various capacities since 1993. Janney Montgomery Scott LLC is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage services, financial planning, consulting, and multiple advisory programs through a combination of in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Paulette S

Series 63, Series 65

Charleston, WV

Janney Montgomery Scott

Paulette Street is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. She has been with Janney Montgomery Scott since 2005. Outside of her advisory role, she serves on the Board of Trustees at Elizabeth Memorial United Methodist Church in Charleston, WV. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs through a combination of in-house portfolio management and third-party managers.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Justin C

Series 66

Montvale, NJ

Janney Montgomery Scott

Justin Calendrillo is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation and previously worked at Lola Dre from 2020 to 2024. He does not have any other business activities outside of Janney. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Charles W

Series 63, Series 65

Royersford, PA

Janney Montgomery Scott

Charles Wisner III is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Alden Investment Group and Wells Fargo Advisors. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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John M

Series 63, Series 65

Pittsburgh, PA

Janney Montgomery Scott

John Macdonald is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding Series 63 and Series 65 licenses. He has 45 years of industry experience, including 21 years with Janney Montgomery Scott since 2005. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers brokerage, financial planning, consulting, and multiple wrap/advisory programs with a combination of in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Howard G

Series 63, Series 65

Oil City, PA

Janney Montgomery Scott

Howard Gierling is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, he serves as Secretary of the Masonic Hall Association in Oil City, PA. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base and offers brokerage, financial planning, consulting, and multiple advisory programs, combining in-house portfolio management with third-party managers.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Stuart S

Series 63, Series 65

Charlotte, NC

Janney Montgomery Scott

Stuart Singer is a financial advisor with Janney Montgomery Scott in Charlotte, NC, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has been with Janney Montgomery Scott since 2003. Singer serves as a board member of Jewish Family Services of Greater Charlotte, a social work and counseling agency. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Michael B

CFP®, Series 66

Darien, CT

Janney Montgomery Scott

Michael Ballestrini is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. He has been with Janney for over a decade, including his current tenure since 2021. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, offering brokerage, financial planning, consulting, and advisory programs supported by both in-house portfolio management and third-party managers.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Christin N

Series 66

Marietta, OH

Janney Montgomery Scott

Christin Neese is a financial advisor at Janney Montgomery Scott with four years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott since 2020, following a prior role at Converge and experience at Covenant College. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, and institutional sponsors, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Raymond C

Series 63, Series 65

Eastampton, NJ

Janney Montgomery Scott

Raymond Calvano Jr. is a financial advisor at Janney Montgomery Scott with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at firms including AET Investment Services, Dynamic Capital Investments, Cross Current Capital, and AXA. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base through brokerage services, financial planning, consulting, and multiple advisory programs, combining in-house and third-party portfolio management across various platforms.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Charles F

Series 63, Series 65

Atlanta, GA

Janney Montgomery Scott

Charles Faires is a financial advisor at Janney Montgomery Scott with 50 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Janney Montgomery Scott in 2025, he worked at Truist Advisory Services and Truist Investment Services from 2021 to 2025, and at BB&T Securities from 2013 to 2021. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Michael C

CFP®, Series 63, Series 66

Albany, NY

Janney Montgomery Scott

Michael Cowles is a financial advisor with Janney Montgomery Scott, holding the CFP® designation and Series 63 and 66 licenses. He has 34 years of industry experience and has been with Janney since 2016. Outside of his advisory role, he serves as an adjunct professor at Siena College, teaching Insurance and Risk Management in the Financial Planning Program. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, and institutional entities. The firm offers a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Brent C

Series 66

Hackensack, NJ

Janney Montgomery Scott

Brent Croonquist is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds a Series 66 designation and previously worked at Lord Abbett for six years before joining Janney in 2022. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and multiple advisory programs.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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