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Rachel M

Series 66

Greenville, DE

Janney Montgomery Scott

Rachel Montgomery is a Series 66-licensed financial advisor with Janney Montgomery Scott in Greenville, DE, and has two years of industry experience. Her prior work includes roles in the restaurant industry with Big Fish Restaurant Group, Taverna Rustic Italian, Grain Craft Bar & Kitchen, and Valle Cucina. 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 services, financial planning, consulting, and a variety of wrap 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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Scott K

CFP®, Series 63, Series 65

Berwyn (Valley Forge), PA

Janney Montgomery Scott

Scott Kaminsky is a CFP® with 29 years of industry experience, currently advising clients at Janney Montgomery Scott since 2022. Prior to joining Janney, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2014 to 2022. Outside of his advisory role, Kaminsky is the owner of Senkai Strength LLC, a fitness gym in Gainesville, FL, which is managed by his son and a gym consultant. 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, offering brokerage services, financial planning, consulting, and multiple wrap/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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Robert D

Series 63, Series 65

Danvers, MA

Janney Montgomery Scott

Robert D'ambrosio is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Janney since 2002. 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 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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Christian C

Series 63, Series 66

Philadelphia, PA

Janney Montgomery Scott

Christian Cappello is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds Series 63 and Series 66 credentials. His prior experience includes 10 years at The Vanguard Group and over 7 years with Janney Montgomery Scott. 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 clientele including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, 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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Athena D

Series 66

Goldsboro, NC

Janney Montgomery Scott

Athena Doty is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. She holds the Series 66 designation and has worked extensively at Raymond James and Goldsboro Securities before joining Janney Montgomery Scott in 2017. 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 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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Chad B

Series 66

Westbrook, CT

Janney Montgomery Scott

Chad Berry is a financial advisor with Janney Montgomery Scott, holding a Series 66 credential and seven years of industry experience. Prior to joining Janney in 2025, he held roles at Fidelity Investments, Bank of America, Merrill, and other organizations. 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 including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage services, financial planning, 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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Aaron B

Series 66

Philadelphia, PA

Janney Montgomery Scott

Aaron Byrd Leitner is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds a Series 66 designation and has worked exclusively at Janney Montgomery Scott and its affiliated entities 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, providing a range of brokerage, financial planning, consulting, 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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Murray C

CFP®, Series 63, Series 65

Myrtle Beach, SC

Janney Montgomery Scott

Murray Carter is a CFP® professional with 37 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 1998. He holds Series 63 and Series 65 licenses and is based in Myrtle Beach, SC. 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, 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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Mark S

Series 63, Series 65

Bethesda, MD

Janney Montgomery Scott

Mark Stull is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. He holds Series 63 and Series 65 registrations. Prior to joining Janney, he worked at United Brokerage Services Inc and BB&T Securities, LLC. Outside of his advisory work, Stull volunteers with the Frederick County Landmarks Foundation and Habitat for Humanity and is involved as a partner in an esthetics business. 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 sponsors, and municipal clients, offering brokerage, financial planning, and advisory programs supported by centralized asset management and trustee 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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Katie M

Series 66

Charlotte, NC

Janney Montgomery Scott

Katie Dunmire is a financial advisor at Janney Montgomery Scott with 18 years of industry experience holding a Series 66 designation. Her career includes previous roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Morgan Stanley. She serves as a board member of the Pennrose Park Country Club in Reidsville, NC. 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 municipal entities, delivering investment advice through in-house portfolio management and third-party managers across 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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Tyler H

CFP®, Series 66

Yardley, PA

Janney Montgomery Scott

Tyler Hamilton is a CFP® with 11 years of industry experience. He is currently with Janney Montgomery Scott, where he has worked since 2023. Prior to this, he spent nine years at The Stanley Laman Group. 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, offering brokerage services, financial planning, consulting, and 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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Christopher W

Series 66

Roanoke, VA

Janney Montgomery Scott

Christopher Walters is a financial advisor with Janney Montgomery Scott and holds a Series 66 designation. He has 21 years of industry experience, including prior roles at BB&T Securities and Truist Advisory Services. Walters serves on several nonprofit and advisory boards, including the Sigma Chi Foundation Board of Governors and Roanoke College’s President’s Advisory Board. 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 multiple 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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Gregory Y

CFP®, Series 66

Palm Beach Gardens, FL

Janney Montgomery Scott

Gregory Young is a CFP® with 31 years of industry experience, currently with Janney Montgomery Scott since 2020. He previously spent 19 years at Raymond James & Associates. Outside of his advisory role, he is involved as a limited partner in Young Family Holdings, LLC. 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 individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, consulting, 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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Dawn D

Series 63, Series 66

Lewes, DE

Janney Montgomery Scott

Dawn Dupre is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. Prior to joining Janney in 2020, she worked at Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank from 2013 to 2020. She serves on the boards of her local homeowner's association and a country club in Rehoboth Beach, Delaware. 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 through brokerage services, financial planning, consulting, and various advisory programs, combining in-house portfolio management with third-party managers and offering trustee and custody 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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Anita A

Series 63

Fairfield, CT

Janney Montgomery Scott

Anita Andrews is a financial advisor at Janney Montgomery Scott with 44 years of industry experience. She holds the Series 63 designation and has been with Janney Montgomery Scott since 1999. 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, 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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Seth S

Series 63, Series 65

Pittsburgh, PA

Janney Montgomery Scott

Seth Silverman is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney since 2016. He serves as chairman of the board of directors for St Margaret's Foundation in Pittsburgh, which assists hospital patients with essential needs not covered by insurance. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing around $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 financial planning, brokerage services, 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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Lauren K

Series 66

Lutherville (Greenspring), MD

Janney Montgomery Scott

Lauren Kobel is a financial advisor with Janney Montgomery Scott and holds a Series 66 designation. She has one year of industry experience and previously worked at Bonobos and Nordstrom. 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, 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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Richard M

CFP®, Series 63, Series 65

Charlotte, NC

Janney Montgomery Scott

Richard Morrow is a CFP®-certified financial advisor at Janney Montgomery Scott with 33 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing before joining Janney in 2019. Outside of his advisory role, Morrow is actively involved in youth leadership development through BSA Scouting and holds multiple leadership positions at the Hound Ears Club in Boone, NC, including president and finance committee chair. 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, offering 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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Thomas U

CFP®, Series 66

Palm Beach Gardens, FL

Janney Montgomery Scott

Thomas Urban Jr. is a CFP® and Series 66 registered advisor with Janney Montgomery Scott, based in Palm Beach Gardens, FL. He has four years of industry experience, including multiple roles within Janney Montgomery Scott since 2021. Outside of financial advising, he has worked as a server and bartender at an Italian restaurant for several years. 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 variety of brokerage, financial planning, and advisory services delivered through a mix 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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Jessica V

Series 66

New York, NY

Janney Montgomery Scott

Jessica Ventura is a financial advisor at Janney Montgomery Scott with two years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott entities since 2011. 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 brokerage, financial planning, consulting, and 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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