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Gatis Z

Series 66

Roanoke, VA

Janney Montgomery Scott

Gatis Zigats is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Bank of America, Carmax Auto Superstores, and Macy's. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, delivering investment advice through a combination of in-house portfolio management and third-party managers across 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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Alyssa P

Series 63, Series 65

Oil City, PA

Janney Montgomery Scott

Alyssa Prettyman Ion is a financial advisor with Janney Montgomery Scott in Oil City, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has been with Janney Montgomery Scott since 2005. 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 plans, 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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Jack M

Series 66

New York, NY

Janney Montgomery Scott

Jack Mahoney is a financial advisor at Janney Montgomery Scott with a Series 66 designation and four years of industry experience. He has worked at Merrill and Janney Montgomery Scott, and has a varied background including roles in sports camps, insurance, and retail. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate clients, and municipal entities, offering brokerage, financial planning, consulting, and advisory programs with 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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Sydney R

Series 66

Warwick, RI

Janney Montgomery Scott

Sydney Robinson is a Series 66-licensed financial advisor with Janney Montgomery Scott in Warwick, RI, holding four years of experience at Janney and a combined total of six years in the industry, including five years at Corrigan Financial Inc. Prior to entering the financial field, Robinson was affiliated with Salve Regina University for four years. 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, and advisory programs 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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Kiarra M

Series 66

Columbus, OH

Janney Montgomery Scott

Kiarra Marshall is a financial advisor at Janney Montgomery Scott with one year of industry experience. She holds the Series 66 designation and has worked at firms including PNC and NS Charney and Associates. Janney Montgomery Scott is a large dual-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 plans, charitable organizations, 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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Allen K

Series 66

Williamsport, PA

Janney Montgomery Scott

Allen Kiessling is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. He holds a Series 66 credential and has worked at Janney since 2021. His prior experience includes roles at Bank of America and Merrill. Kiessling serves on several nonprofit boards and coaches youth sports in the Williamsport, PA area. Janney Montgomery Scott is a 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, estates, corporate and retirement plans, and charitable organizations, offering a range of brokerage, financial planning, and advisory services through both in-house and third-party investment 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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Lee S

Series 66

Washington, DC

Janney Montgomery Scott

Lee Springer is a financial advisor with Janney Montgomery Scott who holds a Series 66 designation and has 25 years of industry experience. He has worked at Janney Montgomery Scott since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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, 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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Michael V

CFP®, Series 66

Hazleton, PA

Janney Montgomery Scott

Michael Vergari is a CFP® certified financial advisor with 15 years of industry experience, currently with Janney Montgomery Scott. He has spent the majority of his career at Janney, working there from 2011 to 2020 and returning in 2021. Outside of his advisory work, Vergari serves as a volunteer board member for the Conyngham Valley Civic Organization and is involved with the Pastor Relations Committee at Black Creek United Methodist Church. 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 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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Christopher S

Series 65, Series 63

New York, NY

Janney Montgomery Scott

Christopher Squassi is a financial advisor with Janney Montgomery Scott in New York, NY, holding Series 65 and Series 63 licenses and bringing 37 years of industry experience. He has been with Janney Montgomery Scott since 1996. Outside of his advisory work, he serves as a board member for the Natalie Squassi Cancer Foundation, a nonprofit organization that raises funds for cancer research and related charities. 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, and institutions, 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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Lawrence O

Series 63, Series 65

Columbia, SC

Janney Montgomery Scott

Lawrence Orr III is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2012, with prior experience at Morgan Stanley, Citigroup Global Markets, and Legg Mason Wood Walker. 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 a range of services such as 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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Michael D

CFP®, Series 63, Series 65

Stuart, FL

Janney Montgomery Scott

Michael Dadko is a CFP® with 28 years of industry experience and has been with Janney Montgomery Scott since 2016. He serves as a trustee of the Stuart/Martin County Chamber of Commerce and holds several community roles including membership on the Florida 19th Circuit Judicial Nominating and Grievance Committees, as well as chairing the finance council at Holy Redeemer Catholic Church. 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 with a range of advisory and brokerage services, offering 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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Binnie F

Series 63

Blue Bell, PA

Janney Montgomery Scott

Binnie Footer is a financial advisor with Janney Montgomery Scott in Blue Bell, PA, holding a Series 63 designation and 45 years of industry experience. He has been with Janney Montgomery Scott since 1989. Outside of his advisory role, he serves as president of The Footer Family Foundation, a charitable organization that makes donations to public charities. 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 range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable and municipal 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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Kyle R

Series 66

Philadelphia, PA

Janney Montgomery Scott

Kyle Robostello is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds a Series 66 designation and has worked 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 broad client base including individuals, high-net-worth clients, 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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Matthew K

Series 63, Series 65

Washington, DC

Janney Montgomery Scott

Matthew Kroehler is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 plan sponsors, and municipal clients, offering a variety 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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Jeffrey G

CFP®, Series 66

Pittsburgh, PA

Janney Montgomery Scott

Jeffrey Genkinger is a CFP® with 17 years of industry experience and is currently with Janney Montgomery Scott in Pittsburgh, PA. He has been with Janney since 2012. He serves as a member of the New Philanthropic Leaders Program at The Pittsburgh 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering 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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Kathryn B

Series 63, Series 66

Charlotte, NC

Janney Montgomery Scott

Kathryn Bunn is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Morgan Stanley Smith Barney LLC and Truist Advisory Services. Outside of her advisory role, she volunteers with Animal Resource Friends in Mebane, NC, assisting with pet food donations and distribution. 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, and advisory programs 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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Tyler W

Series 66

Richmond, VA

Janney Montgomery Scott

Tyler Walters is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. He holds a Series 66 designation and has been with Janney Montgomery Scott 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 wide range of clients including individuals, families, trusts, corporate sponsors, and municipalities, offering brokerage services, financial planning, 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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Michael R

CFP®, Series 63, Series 66

West Hartford, CT

Janney Montgomery Scott

Michael Rossley is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 66 licenses. Prior to his current tenure at Janney, Rossley worked at Bank of America and Merrill. Outside of his advisory role, he serves as a delegate for the Area 11 Connecticut General Service Committee, which focuses on addiction and recovery education, and is a committee member for fund development at Stepping Stones in Katonah, NY. 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 broad client base including individuals, families, trusts, corporate and retirement plans, and offers a combination of brokerage services, financial planning, and advisory programs through 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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James R

CFP®, ChFC®, Series 66

Toms River, NJ

Janney Montgomery Scott

James Rachlin is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His entire career has been with Janney Montgomery Scott since 2013. 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, estates, and institutional sponsors, 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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Melissa G

Series 65, Series 63

Richmond, VA

Janney Montgomery Scott

Melissa Garrett is a financial advisor with Janney Montgomery Scott in Richmond, VA. She holds Series 63 and Series 65 licenses and has 14 years of industry experience, including over a decade with Janney Montgomery Scott. 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—and offers brokerage, financial planning, and advisory services supported by 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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