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Montgomery B

Series 63, Series 65

Mystic, CT

Janney Montgomery Scott

Montgomery Bradley is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Outside of his advisory role, he manages a part-time seasonal rental property in Gouldsboro, ME. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a broad 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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Janet C

Series 63, Series 66

Falmouth, MA

Janney Montgomery Scott

Janet Chadie is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 licenses and over 21 years of industry experience. She has been with Janney Montgomery Scott since 2007. Outside of her advisory role, she manages a rental property in Florida. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $110 billion in client assets. The firm serves a broad client base including individuals, families, trusts, corporate and retirement plan sponsors, and offers diverse brokerage and advisory services through 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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David D

CFP®, Series 66

Cincinnati, OH

Janney Montgomery Scott

David Dennerll is a CFP® professional with 28 years of industry experience, currently serving at Janney Montgomery Scott. Prior to joining Janney in 2024, he spent 15 years at Raymond James & Associates. He holds leadership roles in nonprofit and community organizations, including President of the Cincinnati Host Lions Club and Committee Member for Zero Prostate Cancer. 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 services including brokerage, financial planning, consulting, and multiple advisory programs, combining 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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Stuart P

Series 63, Series 66

South Kingstown, RI

Janney Montgomery Scott

Stuart Peterson is a financial advisor with Janney Montgomery Scott and holds Series 63 and Series 66 licenses. He has 21 years of industry experience, including 12 years with Janney Montgomery Scott. 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 and offers brokerage, financial planning, and advisory services with a combination of in-house portfolio 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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Gregory J

CFP®, Series 63, Series 66

Media, PA

Janney Montgomery Scott

Gregory Jamgochian is a CFP® with 42 years of experience in the financial industry and has been with Janney Montgomery Scott since 2009. He holds Series 63 and Series 66 licenses and is based in Media, Pennsylvania. 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, estates, and institutional sponsors, offering a range of 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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Gregory K

Series 63, Series 65, Series 66

New Hope, PA

Janney Montgomery Scott

Gregory Kuhn is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes ten years at Bank of America and Merrill. Outside of finance, he is involved with Body Dynamics Fitness Center. 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, 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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Joshua H

Series 66

York, PA

Janney Montgomery Scott

Joshua Hogan is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and bringing five years of industry experience. His work history includes roles at Janney Montgomery Scott LLC since 2021, as well as positions at The Prudential Insurance Company of America and Pruco Securities 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, 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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Phillip H

Series 63, Series 65

Florence, SC

Janney Montgomery Scott

Phillip Hobbs is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 designations and four years of industry experience. His prior roles include positions at State Farm Investment Management Corp and several insurance agencies. Hobbs also served three years in the South Carolina House of Representatives. 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 broad range of clients—including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipalities—and offers 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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Caitlin U

CFP®, Series 66

Philadelphia, PA

Janney Montgomery Scott

Caitlin Ulmer Long is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. She has been with Janney since 2013, working there continuously through its various organizational phases. She serves on the board and programs committee of Northern Children Services, a Philadelphia-based nonprofit focused on child and family development. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $110 billion in client assets. The firm serves a diverse range of clients, providing brokerage, financial planning, consulting, 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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James S

Series 63, Series 65

Mt. Laurel, NJ

Janney Montgomery Scott

James Small Jr. is a financial advisor at Janney Montgomery Scott with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney Montgomery Scott since 1997. 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.

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

Series 63, Series 65

Palm Beach Gardens, FL

Janney Montgomery Scott

Samer Alnaham is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 2015. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering 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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Bernie T

Series 63, Series 65, Series 66

Melville, NY

Janney Montgomery Scott

Bernie Townes is a financial advisor with Janney Montgomery Scott, holding Series 63, 65, and 66 licenses and bringing 41 years of industry experience. He previously worked at UBS Financial Services from 2010 to 2017 before joining Janney in 2017. Outside of his advisory role, he serves as a board member for the NuHealth Foundation in East Meadow, NY, focusing on fundraising activities. 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 clientele 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.

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 F

CFP®, Series 63, Series 65

Aiken, SC

Janney Montgomery Scott

James Foley is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2011. He holds Series 63 and Series 65 licenses and is based in Aiken, SC. Foley is Vice Chairman of the board for Our Community Salutes in Midland, SC, a charitable organization, and serves on the Diocese of Charleston Finance Committee, advising on investment matters. 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.

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

Series 63, Series 65

Hauppauge, NY

Janney Montgomery Scott

Cintra Bedassie is a financial advisor at Janney Montgomery Scott with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at firms including Morgan Stanley Smith Barney, JPMorgan Securities, Credit Suisse Securities, Barclays Capital, Lehman Brothers, 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 wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through multiple managed account programs and in-house 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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Robert M

Series 66

Bryn Mawr, PA

Janney Montgomery Scott

Robert Meyers is a financial advisor at Janney Montgomery Scott with a Series 66 designation and over 10 years of industry experience. He previously worked at Northwestern Mutual Investment Services and Northwestern Mutual Life Insurance Company from 2015 to 2025 before joining 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, corporate and retirement plan sponsors, as well as charitable 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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Brian O

CFP®, Series 63, Series 65

New Haven, CT

Janney Montgomery Scott

Brian Obremski is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds the CFP® designation as well as Series 63 and Series 65 licenses. He has worked at Janney Montgomery Scott since 2010. Outside of his advisory role, he serves as Treasurer for the LSM Class of '95 Alumni Scholarship Fund, which awards scholarships to high school seniors. Janney Montgomery Scott manages approximately $110 billion in client assets and serves a diverse range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations. The firm offers brokerage services, financial planning, consulting, and advisory programs with 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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Nadia S

Series 63, Series 65

Boston, MA

Janney Montgomery Scott

Nadia Sturgill is a financial advisor at Janney Montgomery Scott in Boston, MA, with 30 years of industry experience. She holds Series 63 and Series 65 designations and has been with Janney 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, and institutional clients, offering brokerage services, financial planning, and advisory programs 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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George C

Series 63

Hackensack, NJ

Janney Montgomery Scott

George Croonquist is a Series 63 credentialed advisor with Janney Montgomery Scott in Hackensack, NJ, bringing 63 years of industry experience since starting at the firm in 1963. He has served as a board member and former chairman of the Hackensack Meridian Medical Center and its foundation for over 40 years. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services, combining in‑house and third‑party portfolio management across multiple investment 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 C

Series 66, Series 65

Radnor, PA

Janney Montgomery Scott

Andrew Carnevale is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds Series 65 and Series 66 licenses and has previously worked at Aberdeen Asset Management, Poplar Forest Capital, and Quasar Distributors. Carnevale is based in Radnor, 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 wide range of clients including individuals, families, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, 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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John B

CFP®, Series 66

Goldsboro, NC

Janney Montgomery Scott

John Best is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2023. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC between 2009 and 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, corporate and retirement plan sponsors, as well as charitable and municipal clients, offering brokerage, financial planning, and advisory services through 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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