Amy Gibson is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. She joined Janney in 2024 after a 33-year tenure at Merrill. She holds Series 63 and Series 65 licenses. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Brian Monroe is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Capital One Advisors, LLC, Capital One Investing, LLC, and the University of Delaware. 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 and municipal entities, offering brokerage, financial planning, consulting, and multiple advisory programs.

Anthony Di Donato is a financial advisor at Janney Montgomery Scott with 46 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney since 2014. Outside of his advisory role, he participates in the Circle of Influence membership committee, conducting interviews for new applicants in a non-compensated capacity. 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, offering brokerage services, financial planning, and various advisory programs.

Ronald Miller is a financial advisor at Janney Montgomery Scott with 19 years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2019. His prior experience includes positions at Bank of America and 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 client base through a combination of in-house and third-party portfolio management across multiple advisory programs and offers brokerage, financial planning, consulting, and trustee services.

John Baron is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott and its affiliated entities since 2009. 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, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

James Elliott is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Chelsea Groton Bank, Infinex Investments, Commonwealth Financial Network, Citizens Securities, CUNA Brokerage Services, and Quick & Reilly. 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 diverse client base with brokerage, financial planning, consulting, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Jonathan Harvey is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds a Series 66 designation and has been with Janney Montgomery Scott for a combined total of 24 years since 2002. 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 municipal clients, offering a range of brokerage, financial planning, and advisory services through in-house and third-party managers.

Aprenea Mccutchen is a financial advisor at Janney Montgomery Scott with 10 years of industry experience and a Series 66 designation. She previously worked at Wells Fargo Clearing Services and Merrill Lynch, and has held roles at multiple firms within Janney Montgomery Scott since 2021. Outside of finance, she has been involved with Jenny Craig since 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 charitable organizations, offering a range of brokerage, financial planning, consulting, and advisory programs.

William Jeter is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney Montgomery Scott since 2009. Jeter serves on the investment committee of the Cameron Foundation, a non-profit organization supporting communities in the Petersburg, Colonial Heights, and Hopewell, VA area. 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 plans, charitable organizations, and municipal clients through a combination of in-house portfolio management and third-party managers across various advisory programs.

Christopher Fantano is a Senior Financial Advisor at Merrill Lynch Wealth Management and a partner in The Warren-Fantano Group. He specializes in retirement planning, investment management, family wealth strategies, legacy planning, and managing new wealth, among other client-focused areas. Drawing on his extensive experience with both traditional and alternative investments, Christopher works closely with families and business owners to create personalized financial strategies aimed at achieving their long-term goals. Christopher holds a bachelor's degree from the University of North Carolina at Charlotte and has earned several professional designations, including Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes a client-centered approach informed by deep industry knowledge and a commitment to understanding each client's unique financial picture. Outside of his professional work, Christopher is involved in his local community through volunteer activities with organizations such as Little League and Pennsbury Athletic Association. He resides in Yardley, Pennsylvania, with his partner and their child, enjoying family activities, sports, travel, and engagement with his local parish.

Lisa Willhoite is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. She holds the Series 63 designation and has been with Janney Montgomery Scott since 2016. The firm manages approximately $110 billion in client assets and serves a diverse range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities. Janney offers brokerage services, financial planning, and advisory programs through both in-house and third-party portfolio management.

James Paradise is a CFP® professional with 11 years of industry experience based in Charlotte, NC. He has worked at Janney Montgomery Scott LLC since 2026 and previously spent over a decade with Wells Fargo in various roles. 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, corporations, and municipal clients, offering brokerage services, financial planning, and multiple advisory programs supported by both in-house and third-party portfolio management.

Frederick Wise is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney Montgomery Scott since 1998. 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 a range of brokerage services, financial planning, and advisory programs.

Keith Ginsburg is a CFP®-certified financial advisor with 23 years of industry experience, currently with Janney Montgomery Scott. Prior to joining Janney in 2026, he worked at Raymond James & Associates for 19 years. He serves on the boards of several nonprofit organizations in Miami, including the Dave & Mary Alper Jewish Community Center and the Greater Miami Jewish Federation, where he applies his finance and investment background. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base with a range of brokerage, financial planning, and advisory services, employing both in-house and third-party portfolio management across multiple wrap programs and unified managed account overlays.

George Zaki is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Janney since 2014. 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 municipal clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Barbara Matthews is a financial advisor at Janney Montgomery Scott with six years of industry experience. She holds a Series 66 designation and has worked at Wells Fargo Clearing and Branch Banking and Trust Company prior to joining Janney. 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 through brokerage services, financial planning, consulting, and various advisory programs, combining in-house and third-party portfolio management.

Michael Uhland is a Series 66 licensed financial advisor with seven years of industry experience. He has worked at Janney Montgomery Scott and its affiliated entities since 2019, following over a decade at Investors Title Insurance Company. 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Erinn Montanti is a financial advisor at Janney Montgomery Scott with a Series 66 credential and one year of industry experience. Her prior roles include positions at Federate Hermes and Key Bank Corp. Montanti has also worked in education, with experience at Slippery Rock University and Revere High School. 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 municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

Raymond Sardina is a Series 66 licensed financial advisor with 26 years of industry experience. He currently works at Janney Montgomery Scott and has previously held roles at Raymond James & Associates and Morgan Stanley DW Inc. Sardina serves as the First Vice Chairman and a board member of The Kiwanis of Little Havana Foundation, a nonprofit organization in Miami. 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, corporations, and municipal entities, offering a range of brokerage, financial planning, and advisory services supported by integrated portfolio management and custody capabilities.

Shawna Norris is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds a Series 66 designation and has worked at several firms, including Morgan Stanley and Williamson Wealth Group. 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 a range of brokerage, financial planning, and advisory services through multiple portfolio management programs.