Shurdonna Joseph is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. Her prior experience includes nine years at The Vanguard Group. She serves on the boards of Philadelphia's Magic Garden and PA Youth Vote, contributing to community and youth engagement initiatives. 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 a range of brokerage, financial planning, and advisory services through multiple programs and integrated asset management solutions.

Steven Marshall is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2008. 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 individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

John Troiano is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 credentials and 27 years of industry experience. He previously worked at Stifel Nicolaus & Co., Inc. for 11 years before joining Janney Montgomery Scott. Troiano serves as an ex officio, non-voting member of the Mann House alcoholism treatment program board, where he explains financial matters. 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 client base including individuals, families, trusts, estates, and institutional clients, offering a combination of brokerage, financial planning, and advisory services through various wrap programs and managed accounts.

John Rinaldi is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds the Series 66 designation and has previously worked at Black Rock, Pacer Financial, and Janney Montgomery Scott in various roles. 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 retirement plans, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs.

Paul Furlong 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 since 2018, following an 11-year tenure at Stifel. Outside of finance, Furlong is the president and writer for Furlong Tales, Inc., a children’s book publishing company. 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 and offers brokerage services, financial planning, consulting, and multiple advisory programs, utilizing both in-house portfolio management and third-party managers.

Melinda Vargulish is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. She holds a Series 66 designation and has been with Janney Montgomery Scott since 2011. 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, high-net-worth clients, families, trusts, estates, corporations, retirement plans, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Laura Snyder is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Wells Fargo Clearing Services LLC and Raymond James & Associates. 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 municipal clients, offering a range of brokerage, financial planning, and advisory services.

Elizabeth Hines is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. She has been with Janney Montgomery Scott since 1993. 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 municipal clients, offering brokerage, financial planning, consulting, and advisory services with a combination of in-house and third-party portfolio management.

Regina Ohlman is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. She holds a Series 66 designation and has previously worked with firms including Merrill, Raymond James, and Adonis LLC. Regina is also a co-owner of G&M Baron Aviation LLC, an aviation-related business. 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 brokerage, financial planning, and advisory services, offering both in-house and third-party managed investment solutions.

Laura Williams is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, holding a Series 66 designation with 13 years of industry experience. She has worked continuously with Janney Montgomery Scott 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, corporate and retirement plans, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Candice Waxler is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. She holds Series 65 and Series 63 licenses and previously worked at Edward Jones from 2016 to 2023. Waxler serves as Vice President of the Downtown DuBois Group, a nonprofit focused on economic development and beautification of the DuBois downtown area. 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, estates, and institutional clients, providing brokerage, financial planning, consulting, and advisory services with a combination of in-house and third-party portfolio management.

Andrew Carrolus is a CFP®-certified financial advisor with 21 years of industry experience. He has been with Janney Montgomery Scott since 2004. 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 municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

James Hager is a financial advisor with Janney Montgomery Scott LLC, holding a Series 66 designation and 25 years of industry experience. His career includes roles at Raymond James & Associates, Fifth Third Securities, and Merrill prior to joining Janney. 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, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

Shannon Mc Greevy is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. Mc Greevy has been with Janney Montgomery Scott since 2009. 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 various advisory programs.

Timothy Regan is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds the Series 66 designation and has worked at Janney in various capacities since 2017. Prior to his advisory career, he was affiliated with the University of Delaware for four years. 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 organizations, offering a range of brokerage, financial planning, and advisory services.

Adam Runk is a CFA® charterholder with 13 years of industry experience. He is currently affiliated with Janney Montgomery Scott LLC and has held positions at the firm since 2026, following roles at First National Trust Company and F.N.B. Investment Advisors, Inc. 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 brokerage, financial planning, consulting, and various advisory programs.

Kristopher Olenginski is a CFP® with 19 years of industry experience, currently advising clients at Janney Montgomery Scott since 2009. His credentials include the Series 66 license. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients through a range of brokerage, financial planning, and advisory programs.

Marsha Donovan is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott and its affiliated entities since 2009. 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 and municipal organizations, offering a range of brokerage, financial planning, and advisory services.

Laura Shannon is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, with 26 years of industry experience. She has held Series 63 and Series 66 licenses and has been with Janney Montgomery Scott since 2008, following two years at 1717 Capital Management Company. 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, financial planning, consulting, and multiple advisory programs.

James Parsons is a CFP®-credentialed financial advisor with 34 years of industry experience. He is currently with Janney Montgomery Scott, where he has worked since 2023. Prior to this, Parsons spent seven years at Wells Fargo Clearing. Outside of his advisory work, he serves as president of Parsons Properties, LLC, a rental property business in Marietta, Ohio. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base including individuals, families, trusts, corporate and retirement plans, and offers a range of services such as financial planning, brokerage, and advisory programs.