Grant Beckley is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Stratos Wealth Partners and LPL Financial. 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 and municipal organizations, offering a range of brokerage services, financial planning, and advisory programs.

John Dougherty is a CFP® professional with 33 years of industry experience, currently serving at Janney Montgomery Scott since 2009. He holds Series 63 and Series 65 licenses. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Richard Ballou is a financial advisor at Janney Montgomery Scott in Atlanta, GA, with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Janney Montgomery Scott since 2017, with a brief period at Venture24 Capital Partners. Outside of advising, he is involved in several business activities, including founding a consulting firm, co-founding a family e-commerce business, serving on the board and investing in a regional hoagie franchise, and managing investments for a nonprofit foundation. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a wide range of clients and offers brokerage services, financial planning, consulting, and advisory programs, combining in-house and third-party portfolio management.

David Blankenship is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds a Series 66 designation. Prior to joining Janney, he worked at PitchBook Data for three years and has held roles at Medbridge, BizX, and ATT. 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 charitable organizations, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Theodore Marohn is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and having 42 years of industry experience. He has been with Janney Montgomery Scott since 1984. 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, offering a range of brokerage, financial planning, consulting, and advisory services.

Jason Phillips is a CFP® and holds a Series 66 license with 26 years of experience in the financial services industry. He has worked at Janney Montgomery Scott for over 16 years, including his current tenure starting in 2026. 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, consulting, and advisory services.

Albert Pierce is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds the Series 66 designation and has been 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Victor Fernandez is a Certified Financial Planner (CFP®) with 12 years of experience in the financial services industry. He has worked at Janney Montgomery Scott since 2017, following a three-year tenure at Raymond James & Associates. Victor is based in Miami, FL. 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, consulting, and multiple advisory programs.

Elizabeth Hanley is a financial advisor at Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 65 credentials with 33 years of industry experience. Her prior experience includes twelve years at JPMorgan Chase Bank and J.P. Morgan Securities. 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, and advisory programs supported by both in-house and third-party portfolio management.

Alyssa Carrera is a financial advisor with Janney Montgomery Scott in Charlotte, NC. She holds a Series 66 designation and has one year of industry experience. Prior to joining Janney, Alyssa held various roles outside of finance, including positions at Aritzia and the Center for Advanced Ortho and Sports Medicine. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base with brokerage services, financial planning, and advisory programs, combining in-house portfolio management with third-party managers across multiple platforms.

Helen Shaw is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2022, previously spending six years at Merrill. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Nancy Buck is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 41 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 individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Todd Fabic is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds the Series 66 designation and 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and wrap/advisory programs.

Matthew Jerkovich is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. He previously worked at UBS Financial Services Inc. for 11 years before joining Janney in 2022. He holds Series 63 and Series 65 licenses. 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 plans, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Michael Porter is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott across multiple periods since 2016. Outside of his advisory work, he owns and operates a farm where he raises cattle and shares crop responsibilities with a farmer. 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, and institutional clients, and offers a range of brokerage, advisory, and financial planning services supported by in-house and third-party portfolio management.

David Luke Sr. is a financial advisor with Janney Montgomery Scott in Greenville, SC, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at Raymond James & Associates for six years before joining Janney Montgomery Scott in 2019. Outside of his advisory role, he serves as a general board member and co-chair of the Greens, Racquet, and Handicap Committees at Thornblade Club, a country club in Greer, SC. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing about $110 billion in client assets. The firm serves individuals, families, trusts, corporations, retirement plans, charitable organizations, and municipal clients, offering brokerage services, financial planning, and advisory programs with a combination of in-house and third-party portfolio management.

Sydney Halloran is a CFP® and holds a Series 66 designation with six years of industry experience. She has worked at Janney Montgomery Scott since 2018, following a prior role at the University of Pittsburgh at Johnstown. Sydney is based in Pittsburgh, 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 diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Samuel Johnson is a financial advisor at Janney Montgomery Scott with four years of industry experience. He holds a Series 66 designation and has worked exclusively at Janney Montgomery Scott since 2020. Prior to his advisory career, he held various roles including positions at Shaw's and Star Market and Sarah Lawrence College. 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 sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Robert Shealy Jr. is a CFP® professional with 32 years of industry experience, currently serving clients at Janney Montgomery Scott since 2018. Prior to joining Janney, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2010 to 2018. 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 brokerage, financial planning, consulting, and advisory programs, combining in-house portfolio management and third-party managers across multiple investment platforms.

Jeffrey Schnee is a financial advisor with Janney Montgomery Scott in Boca Raton, FL. He holds the Series 63 and Series 65 designations and has 43 years of industry experience. His prior work includes ten years at UBS Financial Services before joining Janney Montgomery Scott in 2003, and he has been with Alphasights since 2025. 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, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs with a mix of in-house and third-party portfolio management.