Andrew Shaw is a financial advisor at Janney Montgomery Scott with 15 years of industry experience. He holds a Series 66 designation and has been with Janney Montgomery Scott in various capacities since 2015. 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 individuals, families, corporate and retirement plan sponsors, and other entities through brokerage services, financial planning, and multiple advisory programs.

Mark Santaniello is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds the Series 66 designation and has prior work experience in the medical technology and pharmaceutical sectors. 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, corporate and retirement plans, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Jeannie Willits is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. She holds a Series 63 designation and has worked at Janney Montgomery Scott since 2019, following seven years at Wells Fargo Advisors LLC and five years at 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 diverse client base, including individuals, families, trusts, corporate and retirement plans, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Michael Gross is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds Series 66 and Series 63 designations. His prior work includes roles at Toby Richey & Associates, Bank of America, Merrill, PNC Investments, TD Ameritrade, Charles Schwab, First Citizens Investor Services, and Scottrade. 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 advisory programs through a combination of in-house and third-party portfolio management.

William Sewell is a financial advisor at Janney Montgomery Scott with 45 years of industry experience. He holds Series 63 and Series 65 designations. His previous roles include positions at BB&T Securities and multiple terms at Janney Montgomery Scott beginning in 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 individuals, families, trusts and estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Mikelle Copella is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. She holds a Series 63 designation and previously worked at Stratos Wealth Partners and LPL Financial for 13 years. 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, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs.

Marsha Matthews is a financial advisor with Janney Montgomery Scott in Richmond, VA, holding Series 65 and Series 66 licenses and 15 years of industry experience. Her career includes roles at Davenport & Co., LLC and a brief period of unemployment in 2017 before joining Janney, where she has worked since 2017. 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, corporate and retirement plan sponsors, and municipal clients, offering a broad range of brokerage, financial planning, and advisory services.

John O'Connor is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Merrill Lynch, Lincoln Investment, M1 Finance, and Hapi Corp prior to 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 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, consulting, and multiple advisory programs.

Marilyn Mantziaris is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott in various capacities 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Heidi Jones is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott in various capacities since 2016. Outside of her advisory role, she serves as a board member and volunteer shepherd at Greenbank Mill and Phillips Farm in Wilmington, Delaware. 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, estates, and institutional sponsors, offering brokerage services, financial planning, and multiple advisory programs.

Matthew Hager is a financial advisor at Janney Montgomery Scott in Cincinnati, OH, holding a Series 66 designation with nine years of industry experience. He previously worked at Raymond James & Associates and Ipsos Insights. 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, financial planning, consulting, and advisory services.

Eric Miller is a financial advisor with Janney Montgomery Scott in Towson, MD, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Janney Montgomery Scott since 2006. 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 plans, and offers a range of brokerage, financial planning, and advisory services.

Gina Kletter is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Merrill and RBC Wealth Management. She serves on the board of directors for her personal residence homeowners association, assisting with community involvement and social affairs. Janney Montgomery Scott is a dually registered broker-dealer and investment adviser managing approximately $110 billion in client assets. The firm provides a range of services to individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, delivering investment advice through in-house and third-party portfolio management across multiple wrap programs and unified managed accounts.

Michael Gebhard is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2002. 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, corporate and retirement plan sponsors, and charitable and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Steven Napier is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He holds Series 63 and Series 66 registrations. His prior roles include positions at Truist Advisory Services, BB&T Securities, and Morgan Stanley Smith Barney, among others. 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 plans, charitable organizations, and municipal clients, offering a range of investment advisory and brokerage services.

Peter Sargent is a CFP® and CFA® with 33 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2012. Based in Raleigh, NC, he holds Series 63 and Series 65 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 range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and advisory programs.

Phillip Suarez is a Series 66-licensed financial advisor at Janney Montgomery Scott with 22 years of industry experience. His prior work includes roles at Morgan Stanley, UBS Financial Services, Merrill, and Rockefeller Financial LLC. He also spent a year at Duck Donuts before joining Janney Montgomery Scott in 2026. 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, charitable organizations, and municipal clients, offering brokerage, financial planning, and advisory services with a combination of in-house and third-party portfolio management.

William Peck is a financial advisor with Janney Montgomery Scott in Towson, MD, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He worked at Brown Advisory Securities, LLC for 13 years before joining Janney Montgomery Scott in 2018. Peck serves as a board member and treasurer of the Kernan Hospital Endowment and is an investment committee member for the University of Maryland Medical System. 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 through brokerage services, financial planning, and advisory programs, using both in-house portfolio management and third-party managers.

Joshua Scheinker is a Series 66-licensed financial advisor with Janney Montgomery Scott, based in Hunt Valley, MD, with 28 years of industry experience. He has worked at Janney Montgomery Scott since 2009. Outside of his advisory role, Scheinker serves as a board member of the Cal Ripken Senior Foundation, a nonprofit focused on youth development, and sits on the advisory board of Crainius, a med tech startup working toward FDA approval. 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, estates, and institutional clients, offering brokerage, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Jonathan Swavely is a CFP®-certified financial advisor with 11 years of industry experience. He is currently with Janney Montgomery Scott and has prior experience at Bank of America N.A. 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 individuals, high-net-worth clients, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.