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Christopher F

CFP®, Series 66

Lemoyne, PA

Janney Montgomery Scott

Christopher Fedoriw is a CFP® professional with 26 years of industry experience, currently serving at Janney Montgomery Scott since 2008. He holds the Series 66 designation and is based in Lemoyne, 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 diverse client base, including individuals, families, trusts, estates, and institutional clients, offering brokerage services, financial planning, and multiple advisory programs supported by 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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Dustin Y

CFP®, Series 66

Miami, FL

Janney Montgomery Scott

Dustin Young is a CFP® and holds a Series 66 license with 18 years of industry experience. He has worked at Janney Montgomery Scott since 2020 and previously spent five years at Ameriprise Financial Services, Inc. Dustin is based in Miami, FL. Janney Montgomery Scott LLC is a large 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 plans, charitable organizations, and municipal clients, 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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Edward B

Series 63, Series 65

Roanoke, VA

Janney Montgomery Scott

Edward Bartlett is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney and Wells Fargo Advisors. Outside of his advisory role, he serves as a volunteer team manager for VA United FC, coordinating rosters and communications. 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, including individuals, families, trusts, corporate and retirement plan sponsors, 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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Lars H

Series 65, Series 63

Atlanta, GA

Janney Montgomery Scott

Lars Halverson is a financial advisor at Janney Montgomery Scott with Series 65 and Series 63 registrations and two years of industry experience. Prior to joining Janney, he held positions at Salesforce and Reynolds American. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in assets. The firm serves a wide range of clients including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, 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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Justin M

CFP®, Series 66

Towson, MD

Janney Montgomery Scott

Justin Myers is a CFP® with nine years of experience in financial advising. He is currently with Janney Montgomery Scott, where he has worked since 2018. Prior to that, he was with AXA Advisors for one year. 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 organizations, offering brokerage services, financial planning, and advisory programs 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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Nicholas B

Series 66, Series 63

West Hartford, CT

Janney Montgomery Scott

Nicholas Borkowski is a financial advisor at Janney Montgomery Scott with Series 66 and Series 63 credentials and three years of industry experience. He previously worked at Fidelity Investments and has held various roles in educational and community organizations. 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, consulting, and wrap/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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Zoe T

Series 66

New Hope, PA

Janney Montgomery Scott

Zoe Torres Lyle is a financial advisor with Janney Montgomery Scott and holds a Series 66 designation. She has eight years of industry experience, including roles at Janney Montgomery Scott and prior work in student affairs at Rutgers 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 and provides a range of brokerage, financial planning, and advisory services through 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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Jackson A

CFP®

Philadelphia, PA

Janney Montgomery Scott

Jackson Allen is a CFP® professional based in Philadelphia, PA, currently with Janney Montgomery Scott. He has one year of experience at Janney and has held prior roles at Diversified, LLC, Kuhn Advisors, Tolleson Wealth Management, and First Citizens Wealth Management. He also spent five years at Campbell 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 including individuals, families, trusts, estates, corporations, and municipal clients, offering a broad range of investment advisory and brokerage services supported by centralized portfolio management and trustee capabilities.

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

Series 65, Series 63

Radnor, PA

Janney Montgomery Scott

Raymond Regalbuto is a financial advisor at Janney Montgomery Scott with credentials including Series 65 and Series 63 licenses. He has two years of industry experience and previously worked at FS Investment Solutions, Mondrian Investment Partners, and BG Capital. In addition to his advisory role, he has an ongoing involvement with Saloon Restaurant. Janney Montgomery Scott LLC is a large firm managing approximately $110 billion in client assets, serving a diverse clientele that includes individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services, employing a combination of in-house and third-party portfolio management across multiple wrap programs and managed accounts.

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

Series 66

New York, NY

Janney Montgomery Scott

Olivia Camhi is a financial advisor at Janney Montgomery Scott with a Series 66 credential and less than one year of industry experience. Prior to joining Janney, she worked at Strategies for Wealth and has a background that includes involvement with Orangetheory Fitness and volunteer work. 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 through brokerage services, financial planning, consulting, and multiple advisory programs, combining 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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Christopher M

Series 63

Charlotte, NC

Janney Montgomery Scott

Christopher Mahoney is a financial advisor at Janney Montgomery Scott with 48 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott since 2010. 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 plans, and charitable organizations, 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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Christopher G

CFP®, Series 66

Charlotte, NC

Janney Montgomery Scott

Christopher Graper is a CFP® with 16 years of experience in the financial services industry. He has worked at Janney Montgomery Scott since 2020, and previously held roles at Stifel Nicolaus & Co Inc and Wells Fargo Advisors. Outside of his advisory work, he is a joint owner of rental properties in Charlotte, 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 individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients through a combination of 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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Jihaad M

Series 63, Series 66

New York, NY

Janney Montgomery Scott

Jihaad Muhammad is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mint Global Markets Inc and KC Ward. Outside of his advisory role, he operates a personal photography business and serves as a board member of the Dwyer Cultural Center in New York. 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 a range of services including brokerage, financial planning, and advisory programs through 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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Gary M

Series 63, Series 66

Boston, MA

Janney Montgomery Scott

Gary McGovern is a financial advisor at Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 66 licenses with 40 years of industry experience. He has worked at Janney Montgomery Scott since 2020 and previously spent nine 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 diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients through brokerage, 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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Andrew W

Series 66

Winston-Salem, NC

Janney Montgomery Scott

Andrew Weaver is a financial advisor with Janney Montgomery Scott in Winston-Salem, NC, holding a Series 66 designation and three years of industry experience. Prior to his financial services career, he worked for the PGA Tour from 2009 to 2022. He serves as a board member for First Tee of Central Carolina, focusing on leadership and fundraising efforts. 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 wrap/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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Patricia D

CFP®, Series 66

Clarion, PA

Janney Montgomery Scott

Patricia Doverspike is a CFP® and holds a Series 66 license with six years of industry experience. She has been with Janney Montgomery Scott since 2019 and previously worked for Corporate Risk Holdings, LLC for over two decades. 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 through a combination of 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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Timothy R

Series 63, Series 65, Series 66

Boca Raton, FL

Janney Montgomery Scott

Timothy Ratty is a financial advisor with Janney Montgomery Scott, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. His prior roles include positions at Wells Fargo Advisors and Cambridge Investment Research. Outside of his advisory work, he volunteers on the Elder Fraud Committee of the Florida Securities Dealer Association and assists with event organizing for the Trustbridge Hospice Foundation. 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 clientele, including individuals, families, trusts, estates, and institutional 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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Mark L

Series 63, Series 65

Pittsburgh, PA

Janney Montgomery Scott

Mark Luschini is a financial advisor with Janney Montgomery Scott in Pittsburgh, PA, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Janney Montgomery Scott since 2005. Outside of his advisory role, he is involved with SAM2, LLC, a real estate development entity based in Erie, PA. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and 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 municipalities, offering brokerage, 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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Brandon L

Series 63, Series 66

Palm Beach Gardens, FL

Janney Montgomery Scott

Brandon Levine is a financial advisor with Janney Montgomery Scott in Palm Beach Gardens, FL, holding Series 63 and Series 66 licenses and 18 years of industry experience. Prior to joining Janney Montgomery Scott in 2022, he worked at Raymond James & Associates for eight years. Outside of advising, he is involved in self-publishing and distributing music, focusing on children's music through his ventures In 1st Place and Bandbees. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets. The firm serves a diverse range of clients, including individuals, families, trusts, corporate sponsors, and charitable organizations, offering a mix of 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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William L

Series 63, Series 65

Westbrook, CT

Janney Montgomery Scott

William Lawlor is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Lawlor serves as an uncompensated board member of BH CARE, a nonprofit organization in North Branford, CT. Janney Montgomery Scott 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, and institutional clients, offering brokerage, financial planning, 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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