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Taylor R
Series 66
Charleston, WV
Janney Montgomery Scott
Taylor Raab is a financial advisor with Janney Montgomery Scott in Charleston, WV, holding a Series 66 designation and 22 years of industry experience. He has been with Janney Montgomery Scott since 2005. Raab serves on several nonprofit boards, including the Bob Burdette Center and the First Presbyterian Church Hope Center, and is involved with the University of Charleston and the Kanawha Amateur Radio Club. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory services through multiple wrap programs and professional asset management.
Garret F
Series 63, Series 65
Hudson, OH
Janney Montgomery Scott
Garret Ferrara is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 16 years before joining Janney Montgomery Scott in 2025. 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, including individuals, families, trusts, corporate and retirement plans, charities, and municipal clients, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.
Frank H
CFP®, Series 66
New Hope, PA
Janney Montgomery Scott
Frank Hundley is a CFP® professional with 23 years of experience in the financial services industry. He has worked at Janney Montgomery Scott since 2016 and previously held roles at Bank of America and Merrill. Hundley serves on the Board of Directors for the Rutgers University Foundation. 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 clients, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.
William T
Series 63, Series 66
Duluth, GA
Janney Montgomery Scott
William Thompson is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at MetalCraft, Bank of America N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. He is based in Duluth, GA. 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, corporate and retirement plan sponsors, and charitable and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.
Scott W
CFP®, Series 63, Series 65, Series 66
Pittsburgh, PA
Janney Montgomery Scott
Scott Wodzenski is a CFP® professional with 16 years of industry experience. He is currently with Janney Montgomery Scott and has previously worked at Wells Fargo Bank, Wells Fargo Clearing Services, and PNC Bank. 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, and institutional clients, offering a combination of in-house portfolio management and third-party managers across multiple advisory programs.
Joanne J
Series 63, Series 66
Miami, FL
Janney Montgomery Scott
Joanne Jupiter is a financial advisor at Janney Montgomery Scott in Miami, FL, holding Series 63 and Series 66 licenses with 45 years of industry experience. She has worked at Janney Montgomery Scott since 2012 in various capacities. Outside of her advisory role, she serves as Vice President of the Emerald Gardens Townhomes HOA in Hollywood, FL. 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 including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, consulting, and advisory programs.
Anthony M
Series 63, Series 65
Marlton, NJ
Janney Montgomery Scott
Anthony Midili Jr. is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2016. 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, corporate and retirement plan sponsors, and offers a range of brokerage, financial planning, and advisory services.
Michael B
Series 63, Series 65
Linwood, NJ
Janney Montgomery Scott
Michael Brown is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. He holds Series 63 and Series 65 registrations and has been with Janney in various capacities 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, corporate and retirement plans, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.
Michael E
Series 63, Series 65
Hingham, MA
Janney Montgomery Scott
Michael Ewanouski is a financial advisor with Janney Montgomery Scott in Hingham, MA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Janney Montgomery Scott since 2012. 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and various advisory programs.
John I
Series 63, Series 65
Raleigh, NC
Janney Montgomery Scott
John Irby IV is a financial advisor with Janney Montgomery Scott in Raleigh, NC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Janney Montgomery Scott since 2016. 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 range of clients including high-net-worth individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, providing brokerage services, financial planning, consulting, and various advisory programs.
Albert D
CFA®, Series 66
Philadelphia, PA
Janney Montgomery Scott
Albert Digiacomo is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, holding the CFA® charter and Series 66 license with nine years of industry experience. He has spent his entire advisory career at Janney Montgomery Scott, joining the firm in 2015. 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, corporate and retirement plans, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs through both in-house and third-party portfolio management.
Mary V
Series 63, Series 65
Harrisonburg, VA
Janney Montgomery Scott
Mary Via is a financial advisor with Janney Montgomery Scott in Harrisonburg, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Janney Montgomery Scott since 2016. Outside of her advisory role, she is involved in Mary Kay product sales. Janney Montgomery Scott LLC is a large brokerage and SEC-registered investment advisory firm managing approximately $110 billion in client assets. The firm serves a diverse range of clients including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering a variety of brokerage and advisory services supported by in-house and third-party portfolio management.
Gizem F
Series 63, Series 65
Lancaster, PA
Janney Montgomery Scott
Gizem Folk is a financial advisor with Janney Montgomery Scott in Lancaster, PA, holding Series 63 and Series 65 credentials and 10 years of industry experience. Prior to joining Janney Montgomery Scott in 2026, she worked for various firms including Cetera and First National Bank of PA. She also serves as a relationship advisor for First National Bank, referring clients to appropriate channels within the bank. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a diverse client base including individuals, families, trusts, corporate sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.
Michael L
CFP®, ChFC®, Series 66
Darien, CT
Janney Montgomery Scott
Michael Lopes is a CFP® and ChFC® with seven years of experience in financial advising. He is currently with Janney Montgomery Scott, where he has worked since 2019. Prior to that, Lopes spent eight years at Magis Group, Inc. 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 a range of brokerage, financial planning, and advisory services.
Thomas G
Series 63, Series 66
Philadelphia, PA
Janney Montgomery Scott
Thomas Gallagher is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 credentials and 14 years of industry experience. His prior roles include positions at The Aranda Group and Oppenheimer & Co. Inc. Outside of his advisory work, he operates Pineneedle LLC, a retail and online arbitrage business specializing in media entertainment and electronics. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, corporate sponsors, and municipal clients. The firm offers a range of brokerage services, financial planning, and advisory programs, with a combination of in-house and third-party portfolio management.
Steven G
Series 66
Washington, DC
Janney Montgomery Scott
Steven Goldfarb is a financial advisor with Janney Montgomery Scott in Washington, DC, holding a Series 66 designation and 24 years of industry experience. He has been with Janney Montgomery Scott since 2014. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser that manages 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 services, financial planning, consulting, and a range of advisory programs.
Timothy J
Series 63, Series 65
Charlotte, NC
Janney Montgomery Scott
Timothy Jones is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wells Fargo and Janney Montgomery Scott in various roles since 2014. 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 including individuals, families, trusts, corporate and retirement plans, and offers brokerage, financial planning, and advisory services with both in-house and third-party portfolio management.
Scott G
Series 63, Series 66
Garden City, NY
Janney Montgomery Scott
Scott Greenspon is a financial advisor with Janney Montgomery Scott and holds Series 63 and Series 66 designations. He has 26 years of industry experience and has been with Janney in various capacities since 2016. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.
Matthew L
CFP®, Series 66
Greenville, DE
Janney Montgomery Scott
Matthew Lagoy is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. He has held roles at Janney since 2017 and previously worked at Bank of America and Merrill. He serves on the board of the West Chester Area Education Foundation, which focuses on providing educational opportunities to the West Chester, PA school district. 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, corporate and retirement plan sponsors, and offers a range of advisory and brokerage services supported by both in-house and third-party portfolio management.
Nadav B
Series 63, Series 65
St. Petersburg, FL
Janney Montgomery Scott
Nadav Baum is a financial advisor with Janney Montgomery Scott in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Janney Montgomery Scott for 10 years. Outside of his advisory role, Baum participates in community efforts through the Developmental Committee Peace Initiative, which focuses on raising awareness and funds against hate crimes, and serves on the Business Advisory Council at Indiana University of Pennsylvania. 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 including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.
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