William Daniels is a financial advisor with Janney Montgomery Scott in Williamsport, PA, holding a Series 66 designation and 21 years of industry experience. He has worked at Janney Montgomery Scott since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of brokerage and advisory services supported by in-house portfolio management, third-party managers, and a centralized Client Service Center.

Robert Borkowski is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney since 2013. Outside of his advisory role, he is a member of the West Hartford Chamber of Commerce, where he participates in local business networking and community events. 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 various advisory programs, utilizing both in-house and third-party portfolio management.

Lisa Brule is a CFP® professional with 28 years of industry experience, currently affiliated with Janney Montgomery Scott where she has worked since 2009. She holds Series 63 and Series 65 licenses. Outside of her advisory role, she serves as a co-leader for a local Girl Scout Daisy Troop in Massapequa, 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 diverse client base with brokerage, financial planning, consulting, and advisory programs, utilizing a combination of in-house and third-party portfolio management.

Edward Sherwood 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 2001. 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 multiple advisory programs.

David Degraff is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He has held Series 63 and Series 66 licenses and has been with Janney Montgomery Scott since 1991. 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, estates, and institutional clients, offering brokerage, financial planning, consulting, and various advisory programs.

Tracy Schurter is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Janney Montgomery Scott since 2006. 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, and charitable organizations, offering brokerage services, financial planning, and advisory programs.

Marilou Poupon is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and one year of industry experience. Her prior work includes roles at Northwestern Mutual and Bloomberg. 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 a range of brokerage, financial planning, and advisory services, utilizing in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Laura Medigovich is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. She holds the CFP® and ChFC® designations and has worked at Janney Montgomery Scott since 2019, following 11 years at M&T Bank and M&T Securities. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Kathryn Genovese is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at Citizens Securities, Inc. from 2016 to 2024. Outside of her advisory role, she serves as Girls Coordinator and a board member for CT River Lacrosse in Old Lyme, CT. 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, financial planning, consulting, and advisory programs.

Temple Waltemeyer is a financial advisor at Janney Montgomery Scott with six years of industry experience. He holds the Series 66 designation and has worked at Janney Montgomery Scott since 2021, following prior experience at AXA Advisors. Outside of his advisory role, he has been involved with The Valley Inn for over a decade. 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 municipal clients, offering a range of brokerage, financial planning, and advisory services.

Noel Simons is a financial advisor at Janney Montgomery Scott with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors. 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, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a variety of brokerage, financial planning, and advisory services.

Virginia Allen is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Janney Montgomery Scott since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 entities, offering brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

David Luke Jr. is a CFP® professional with five years of industry experience, currently working at Janney Montgomery Scott in Greenville, SC. His previous roles include positions at PURE Insurance and Synnex Corporation, as well as academic appointments at Clemson University. 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 through brokerage, financial planning, and advisory programs, combining in-house portfolio management with third-party managers across multiple platforms.

Brad Bender is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. He is based in Cookeville, Tennessee. 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 municipal clients, offering a range of brokerage, financial planning, and advisory services.

Renato Jamett is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James and Associates for eight years before joining Janney in 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, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, consulting, and advisory services.

Lindsay Walker is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. Her prior experience includes roles at Fidelity Brokerage Services LLC and Wells Fargo Clearing. 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, offering brokerage services, financial planning, consulting, and a range of wrap/advisory programs.

Charles Noble III is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and bringing 46 years of industry experience. He has been with Janney Montgomery Scott since 2010. Outside of his advisory role, he serves as co-trustee of the Anne Gunderson Foundation and is chairman of the board of Ecochlor Inc., a company providing equipment sales and services to the maritime industry. 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, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Hope Hoke is a financial advisor with Janney Montgomery Scott in Lancaster, PA, holding Series 63 and Series 66 licenses and 24 years of industry experience. Prior to joining Janney in 2025, she worked for 16 years at RBC Capital Markets. 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 multiple advisory programs.

Melissa Rooney is a financial advisor at Janney Montgomery Scott with a Series 66 designation and approximately one year of experience in the industry. Her prior roles include positions at Capital One and The Bright Side Coaching LLC. She has also worked in marketing and brand management at various firms before entering the financial advisory field. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing about $110 billion in client assets. The firm serves individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and advisory programs with a combination of in-house and third-party portfolio management.

Kenneth Wapnitsky is a CFP® professional with 36 years of industry experience, currently serving as an advisor at Janney Montgomery Scott since 2019. Prior to joining Janney, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. He is also appointed as conservator/guardian for his son, an uncompensated role requiring significant time commitment. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a variety of brokerage, financial planning, and advisory services through in-house and third-party portfolio management across multiple wrap programs and model portfolios.