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Evan G

CFP®, Series 66

West Hartford, CT

Janney Montgomery Scott

Evan Gilchrest is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2017. Prior to joining Janney, he worked at Merrill for nine years. Outside of his advisory role, he coaches for the West Hartford Girls Softball League. Janney Montgomery Scott is a large SEC-registered investment adviser and broker-dealer managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plans, and offers a range of advisory programs with 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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Amanda W

CFP®, Series 63, Series 66

Charlotte, NC

Janney Montgomery Scott

Amanda West is a CFP® with 12 years of industry experience, currently advising clients at Janney Montgomery Scott. She has worked at Janney Montgomery Scott since 2022 and previously held 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 diverse client base, offering brokerage, financial planning, consulting, and advisory programs, and integrates in-house and third-party portfolio management through various wrap programs and model portfolios.

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 N

CFP®, Series 63, Series 65

New Haven, CT

Janney Montgomery Scott

Gregory Nappo is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2002. He holds Series 63 and Series 65 licenses and is based in New Haven, CT. 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, 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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Michael S

Series 63

New Hope, PA

Janney Montgomery Scott

Michael Stevens is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott and its predecessor firm since 1994. Janney Montgomery Scott LLC is a large dual-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, and offers 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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Rose D

Series 66

Philadelphia, PA

Janney Montgomery Scott

Rose Domine is a financial advisor at Janney Montgomery Scott with three years of industry experience. She holds the Series 66 designation and has worked at Janney since 2017. Outside of her advisory role, she has held positions in the hospitality sector, including at DoubleTree by Hilton Cherry Hill Philadelphia. 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, and offers a range of brokerage, financial planning, and advisory services through a combination of in-house and third-party asset 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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Lawrence E

Series 63

Bedminster, NJ

Janney Montgomery Scott

Lawrence Ennis is a financial advisor at Janney Montgomery Scott with 49 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott in various roles since 2009. Outside of his advisory work, Ennis serves as Secretary and Treasurer for the North Jersey Cardinals, a youth baseball organization for players aged 14-18. 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 charitable organizations, offering brokerage, financial planning, consulting, and advisory services through a variety of managed account 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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Tammy S

Series 66

Roanoke, VA

Janney Montgomery Scott

Tammy Spradlin is a Series 66 licensed financial advisor with 26 years of industry experience. She has worked at Janney Montgomery Scott since 2021, with prior roles at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. 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 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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Benjamin B

Series 63, Series 65

Pittsburgh, PA

Janney Montgomery Scott

Benjamin Bannon is a financial advisor with Janney Montgomery Scott LLC, holding Series 63 and Series 65 licenses and five years of industry experience. Prior to joining Janney in 2026, he worked at NewEdge Securities Inc and HBKS Wealth Advisors, and spent 15 years at Snow Capital Management LP. 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 and municipal entities, 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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Matthew L

Series 66

Greenville, SC

Janney Montgomery Scott

Matthew Luke is a financial advisor at Janney Montgomery Scott with a Series 66 designation and one year of industry experience. His prior work includes roles at Southeast Retail, Bottles Beverage LLC, and Clemson University among others. He has experience working in both educational and retail sectors outside of financial services. 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 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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Kevin C

Series 63, Series 66

Red Bank, NJ

Janney Montgomery Scott

Kevin Charos is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 credentials and bringing 38 years of industry experience. He has been with Janney Montgomery Scott since 2001. Outside of his advisory role, he serves as a co-executor of a will and manages a family limited partnership for estate tax purposes. 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 wide range of clients including individuals, families, trusts, estates, and institutions, offering brokerage, financial planning, consulting, and multiple advisory programs with 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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Brandon Z

Series 66

New York, NY

Janney Montgomery Scott

Brandon Zimerman is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds the Series 66 designation and has previously worked at STIFEL and Keefe, Bruyette & Woods, Inc. 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, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by 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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Jeff R

Series 66

Montvale, NJ

Janney Montgomery Scott

Jeff Russo is a financial advisor at Janney Montgomery Scott with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Bank of America and Merrill. Outside the financial industry, he has been involved with Pozzitiv Productions. 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, corporate sponsors, 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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Mark P

CFP®, Series 66

Syracuse, NY

Janney Montgomery Scott

Mark Popp is a CFP® with eight years of industry experience, currently advising clients at Janney Montgomery Scott. He was self-employed for seven years before joining Janney in 2018. Outside of his advisory role, he is involved in several community organizations, including serving as co-chair of a fundraising event for the McMahon Ryan Child Advocacy Center, a board member and secretary there, a member of the Rotary Club of Camillus, and a board member of the Westhill Educational 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 client base and provides investment advice through a combination of in-house portfolio management and third-party managers across 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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Jillian R

CFP®, Series 66

Cary, NC

Janney Montgomery Scott

Jillian Rhyner is a CFP®-certified financial advisor with 19 years of industry experience, currently with Janney Montgomery Scott since 2020. She previously worked at Morgan Stanley for 11 years. Outside of her advisory role, she is a sales consultant for BeautyCounter, a skincare and beauty brand focused on safer products. 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 a variety of 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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Russell V

Series 63, Series 66

Blue Bell, PA

Janney Montgomery Scott

Russell Valante is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1998 and holds Series 63 and Series 66 licenses. 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, consulting, and advisory services, utilizing both in-house and third-party portfolio management across multiple wrap programs and model portfolios.

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 J

Series 66, Series 63

Purchase, NY

Janney Montgomery Scott

Nicholas Jembelis is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously spent 26 years at David Lerner Associates Inc. before joining Janney in 2025. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, consulting, 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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Troy R

CFP®, Series 63

Glastonbury, CT

Janney Montgomery Scott

Troy Russillo is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. He previously worked at MFS Fund Distributors, Inc. for six years before joining Janney Montgomery Scott in 2022. 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 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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Colin K

Series 66

Darien, CT

Janney Montgomery Scott

Colin Kelly is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. He holds a Series 66 designation and has been with Janney since 2006. Outside of his advisory role, he serves on the Board of Directors for Elder House and is a director of the Georgetown Gridiron Club, supporting football program fundraising and alumni involvement. 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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Ryan B

Series 66

Columbus, OH

Janney Montgomery Scott

Ryan Bates is a financial advisor with Janney Montgomery Scott in Columbus, OH, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Atrium Co. and involvement with Bowling Green State University, where he was connected to residence life and the university itself. 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 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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George C

CFP®, Series 63

Hackensack, NJ

Janney Montgomery Scott

George Croonquist Jr. is a CFP® with 41 years of industry experience, currently serving at Janney Montgomery Scott since 1989. He is based in Hackensack, NJ. Outside of his advisory role, he serves on the advisory board of Hackensack Meridian Quality Care, providing guidance on assisted living properties. 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, 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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