Maryann Barrett is a financial advisor with Janney Montgomery Scott in Aiken, SC, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. She has been with Janney Montgomery Scott since 2012. Outside of her advisory role, she participates in several volunteer activities at Our Lady of the Valley Catholic Church, including serving as a Eucharistic Minister and coordinating charitable gift efforts. 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, corporations, and municipalities, offering brokerage, financial planning, and advisory services through a mix of in-house and third-party portfolio management.

Matthew Lerch is a financial advisor with Janney Montgomery Scott in Clarion, PA, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, Lerch serves on multiple local boards, including the Clarion Rotary, Clarion County Economic Development Corporation, and Clarion Blueprint Community, focusing on community development and programming. 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 brokerage, financial planning, and advisory services, utilizing both in-house and third-party asset management across various wrap and managed account programs.

Whitney Ehret is a financial advisor with Janney Montgomery Scott in Philadelphia, PA, holding a Series 66 designation and beginning her industry career in 2026. Prior to joining Janney Montgomery Scott LLC, she worked at Main Line Health and Temple University Health System. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in 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 advisory programs through both in-house and third-party managers.

Dawn Bloom is a financial advisor at Janney Montgomery Scott with 30 years of industry experience. She holds Series 63 and Series 65 registrations and has worked at Merrill, Ameriprise Financial Services, and Wells Fargo Clearing before 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 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.

Gabrielle Guarnera is a financial advisor at Janney Montgomery Scott with a Series 66 designation and one year of industry experience. Prior to joining Janney in 2026, she worked at JP Morgan Chase and has a background that includes roles outside of finance in dentistry and physical therapy. 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 high-net-worth individuals, families, trusts, corporate clients, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs.

Casey O’Toole is a financial advisor with Janney Montgomery Scott holding a Series 66 credential and one year of industry experience. Prior to joining Janney, he worked eight years at Clarion County Community Bank and eleven years at Northwest Bank. He serves on several local boards related to housing and community development, including the Clarion County Housing Authority, the Clarion County Redevelopment Authority, and the Clarion County Housing Development Corporation. 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 through a combination of in-house and third-party portfolio management across multiple advisory platforms.

Joseph Kavanagh is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2018, following roles at Lincoln Financial Advisors and Lincoln Investment. Outside of his advisory work, he is a licensed real estate salesperson with Keller Williams, assisting mostly first-time homebuyers and sellers. 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 municipal clients, offering brokerage, financial planning, and advisory services through various portfolio management approaches.

George Michael is a financial advisor at Janney Montgomery Scott LLC with two years of industry experience. He holds the Series 66 designation and has worked at RiverFront Investment Group and ALPS Distributors prior to joining Janney. His work history also includes roles outside finance, such as positions at Elon University and several retail and delivery companies. 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 clients, offering brokerage, financial planning, and advisory services through a range of in-house and third-party portfolio management solutions.

Timothy Sullivan is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 56 years of industry experience. His career includes multiple periods at Janney Montgomery Scott LLC as well as roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he maintains a rental property in Marco Island, Florida. 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, offering brokerage services, financial planning, consulting, and various advisory programs, with in-house and third-party portfolio management across multiple platforms.

Crystal Woodberry is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and First Citizens Securities Corporation. 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 multiple advisory programs.

Shelly Delucas is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds a Series 66 designation and has worked at Janney Montgomery Scott since 2018, following six years at Raymond James & Associates. 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, corporations, retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

Nathan Abbe is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and has worked exclusively at Janney Montgomery Scott and its affiliates since 2023, with previous experience at Vanguard and Rockwood Wealth Management. Janney Montgomery Scott 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 a range of brokerage, advisory, and financial planning services.

Molly Haga is a financial advisor at Janney Montgomery Scott with seven years of industry experience. She holds a Series 66 designation and has worked previously at Raymond James and Associates, Inc, Baird, and the PGA of America. She is based in Palm Beach Gardens, FL. 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 advisory programs, and combines in-house portfolio management with third-party managers across multiple investment platforms.

William Mc Collum is a CFP®-designated advisor with 29 years of experience, currently with Janney Montgomery Scott since 2024. Before joining Janney, he worked at Robert W. Baird for 13 years. He serves as a board member for the Myers Park Trinity Little League Baseball and the Oceanside West Homeowners Association. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in discretionary and non-discretionary assets. The firm serves a diverse client base, including individuals, families, trusts, estates, corporations, retirement plan sponsors, charitable organizations, and municipalities, offering brokerage, financial planning, and advisory services with both in-house and third-party portfolio management.

Douglass Ergood Sr. is a financial advisor at Janney Montgomery Scott with 17 years of industry experience and holds a Series 66 designation. He has been with Janney Montgomery Scott since 2012. 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.

Michaela Frantz is a financial advisor at Janney Montgomery Scott with nine years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets and UBS Financial Services. Frantz has been with Janney since 2025. 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 and offers brokerage services, financial planning, and multiple advisory programs supported by both in-house and third-party portfolio management.

Charles Simon is a financial advisor with Janney Montgomery Scott in New Castle, PA, holding a Series 63 designation and over 56 years of industry experience. He 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 clientele including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

Thomas Paz is a financial advisor with Janney Montgomery Scott in Miami, FL, holding Series 63 and Series 65 licenses and possessing 28 years of industry experience. He worked at Raymond James & Associates for 14 years before joining Janney Montgomery Scott in 2017. Outside of his advisory role, he serves as Quality Assurance Chair and Membership Committee member for the Miami chapter of Business Network International (BNI) University, overseeing new member admissions. 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 through brokerage, financial planning, consulting, and advisory programs.

Sean Link is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds the Series 66 designation and has worked at Janney Montgomery Scott since 2019, following roles at Truist Investment Services, Truist Advisory Services, and BB&T 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, and institutional clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Paul Walter Jr. is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and over 43 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1982. Outside of his advisory role, he is involved in a business owning and managing garages in Bethlehem, 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 broad clientele including individuals, families, trusts, corporate and retirement plan sponsors, and offers a range of brokerage and advisory services with both in-house and third-party portfolio management.