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Elizabeth Y

Series 66

Palm Beach Gardens, FL

Janney Montgomery Scott

Elizabeth Young is a financial advisor with Janney Montgomery Scott LLC, holding a Series 66 designation and nine years of industry experience. She has worked at Janney Montgomery Scott since 2020 and previously was with Raymond James & Associates from 2016 to 2020. Young also volunteered with the Volunteer Income Tax Assistance program from 2017 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, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and 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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Andrew N

Series 63

Bryn Mawr, PA

Janney Montgomery Scott

Andrew Nehrbas is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA. He holds a Series 63 designation and has 50 years of industry experience, including over 16 years with Janney. He serves as a board member of the Crescent Homeowners Association in Wilson, WY, where he assists in maintaining common area trails and streams. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse client base with a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Barry H

Series 63, Series 65

Cary, NC

Janney Montgomery Scott

Barry Horne is a financial advisor with Janney Montgomery Scott in Cary, NC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of advisory work, he manages a property business in Holly Springs, 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 diverse client base, offering brokerage services, financial planning, consulting, and multiple advisory programs that combine in-house portfolio management with third-party managers.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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Julie D

Series 66

Goldsboro, NC

Janney Montgomery Scott

Julie Daniels is a financial advisor with Janney Montgomery Scott in Goldsboro, NC, holding a Series 66 designation and 11 years of industry experience. She has worked at various related firms including Truist Advisory Services and Bb&T. Daniels is a steering committee member of the Military Affairs Committee at the Wayne County Chamber of Commerce and serves as a board member of Wayne County NC ABC. 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, and institutional clients, offering a range of brokerage, financial planning, 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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Jessica N

Series 66

Saratoga Springs, NY

Janney Montgomery Scott

Jessica Niles is a Series 66-licensed financial advisor with 12 years of industry experience. She has been with Janney Montgomery Scott since 2015. Outside of her advisory role, she serves as a board member for The Saratoga Institute, a nonprofit supporting organizations in their early stages, and Wellspring, a nonprofit focused on ending relationship and sexual abuse. 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, and 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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Van N

CFP®, Series 66

Raleigh, NC

Janney Montgomery Scott

Van Noah Jr. is a CFP® and Series 66 credentialed advisor at Janney Montgomery Scott with 23 years of industry experience. He has worked at Janney Montgomery Scott and its affiliated entity since 2009. Noah serves as a board member of the Needham B. Broughton High School Alumni Association in Raleigh, NC, assisting with organizational administration and record updates. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm provides a range of services to individuals, families, trusts, corporate clients, and municipal entities through in-house portfolio management, third-party managers, and 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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Kathleen F

Series 63

Berwyn (Valley Forge), PA

Janney Montgomery Scott

Kathleen Fisher is a financial advisor at Janney Montgomery Scott with 36 years of industry experience. She holds a Series 63 designation and has previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated. 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 sponsors, offering a range of brokerage, financial planning, and advisory services supported by 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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Laurie D

Series 66

Naples, FL

Janney Montgomery Scott

Laurie Daugs is a financial advisor with Janney Montgomery Scott in Naples, FL, holding a Series 66 designation and bringing 26 years of industry experience. She has been with Janney Montgomery Scott since 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 plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services 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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Oona R

Series 63, Series 65

York, PA

Janney Montgomery Scott

Oona Raffensberger is a financial advisor with Janney Montgomery Scott in York, PA, holding Series 63 and Series 65 licenses and 28 years of industry experience. She has been with Janney Montgomery Scott since 1998 and is also involved in the Weeusables Consignment Event since 2023. 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, corporations, retirement plan sponsors, charitable organizations, and municipal clients, 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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Theodore H

Series 66

Garden City, NY

Janney Montgomery Scott

Theodore Haggerty is a financial advisor at Janney Montgomery Scott with a Series 66 designation and two years of industry experience. His prior work history includes positions at LPL Financial, Prospect Financial Services, and several other firms. Outside of advisory roles, he has experience as a licensed insurance agent. 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, estates, corporations, retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and various 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 G

Series 66

Ponte Vedra Beach, FL

Janney Montgomery Scott

Michael Graves is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Advisors and Wells Fargo Clearing. Outside of advisory work, he is a referral representative for Melaleuca, Inc., a shopping club. 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 charitable organizations, offering brokerage services, financial planning, and 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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Logan J

Series 66

Washington, DC

Janney Montgomery Scott

Logan Jagodzinski is a financial advisor at Janney Montgomery Scott in Washington, DC. He holds a Series 66 designation and has one year of industry experience. His prior roles include positions at Merrill Lynch and the University of Rochester. 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 municipalities, 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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H. K

Series 66

Blue Bell, PA

Janney Montgomery Scott

H. Kerr IV is a Series 66–registered financial advisor at Janney Montgomery Scott with 18 years of industry experience. He has been with Janney Montgomery Scott since 2007. Outside of his advisory role, he contributes to the CPA Continuing Education Society of Pennsylvania by managing their website and supporting CPE events for the local CPA community. 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, 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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Peyton W

Series 63, Series 66

Ponte Vedra Beach, FL

Janney Montgomery Scott

Peyton Wylie is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. He has been with Janney since 2015 and holds Series 63 and Series 66 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 diverse client base, including individuals, families, trusts, corporate and retirement plans, and charitable and municipal clients, 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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Lynn E

CFP®, CFA®, Series 65, Series 66, Series 63

West Chester, PA

Janney Montgomery Scott

Lynn Erskine is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. She holds the CFP® and CFA® designations and has previously worked at The Vanguard Group and Drexel Morgan Capital Advisers. 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 institutional clients, and offers a range of brokerage, financial planning, and asset management services through 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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Thomas M

Series 63, Series 65

Royersford, PA

Janney Montgomery Scott

Thomas Martorana Jr. is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2008. Outside of his advisory role, he is involved with Walnut Hill Investments, 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 a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and 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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John C

Series 66

Williamsport, PA

Janney Montgomery Scott

John Confer is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and The Hartman Agency Inc. Outside of his advisory role, John serves as Vice Chair of the YMCA Advisory Council in Williamsport, is Vice President of the BNI GSV Business Exchange in Milton, and is a board member of Wildwood Cemetery in Williamsport. 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, and other entities through a range of brokerage, financial planning, and advisory programs, combining in-house and third-party portfolio management with custody 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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Tyrone M

ChFC®, Series 63, Series 65

Bryn Mawr, PA

Janney Montgomery Scott

Tyrone Mc Clain is a financial advisor with Janney Montgomery Scott in Bryn Mawr, PA, holding a ChFC® designation along with Series 63 and 65 licenses. He has 23 years of industry experience, including prior roles at Merrill Lynch and Northwestern Mutual Investment Services. Outside of finance, he owns and operates an online dropshipping 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities, offering brokerage, financial planning, consulting, and advisory services through multiple wrap programs and professional asset 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 S

Series 63, Series 65

Columbia, SC

Janney Montgomery Scott

Christopher Smith is a financial advisor at Janney Montgomery Scott in Columbia, SC, holding Series 63 and Series 65 credentials with 29 years of industry experience. He has been with Janney since 2013 and serves as a part-time assistant tennis coach at AC Flora High School. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets, serving a diverse client base with brokerage, 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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Jeffrey C

Series 66

Uniontown, PA

Janney Montgomery Scott

Jeffrey Costelnock is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2005. The firm manages approximately $110 billion in client assets and serves a diverse client base including individuals, families, trusts, estates, and institutional clients. Janney offers a range of brokerage services, financial planning, and advisory programs, delivering investment advice through a combination of in-house management and third-party managers.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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