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Steven G
Series 63, Series 65
New York, NY
Janney Montgomery Scott
Steven Guggenheimer is a financial advisor at Janney Montgomery Scott with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney since 2014 in their New York office. 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 sponsors, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.
Alexandros V
CFP®, Series 66
Aiken, SC
Janney Montgomery Scott
Alexandros Vlahos is a CFP® professional with 13 years of industry experience, currently advising clients at Janney Montgomery Scott. He previously worked at Morgan Stanley before joining Janney in 2018. Outside of his advisory role, he is actively involved in several community organizations in Aiken, SC, including serving as Executive Chair for the local Walk to End Alzheimer's event and holding leadership roles with the Aiken Center for the Arts and Hitchcock Woods Foundation. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, corporate and retirement plan sponsors, and charitable and municipal clients. The firm combines in-house portfolio management with third-party managers across multiple advisory programs and offers integrated custody and trustee services.
Joseph S
CFP®, Series 63, Series 65
Nantucket, MA
Janney Montgomery Scott
Joseph Snouffer is a CFP® professional with 34 years of experience in the financial services industry. He is currently with Janney Montgomery Scott and previously worked at Wells Fargo Advisors LLC and Wells Fargo Clearing. Outside of his advisory role, he is the owner of JK Baxter, LLC, a non-investment-related business in Nantucket, MA. Janney Montgomery Scott is a large firm managing approximately $110 billion in client assets, serving individuals, families, trusts, corporate and retirement plans, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services, combining in-house portfolio management with third-party managers across multiple wrap programs and unified managed accounts.
Robert W
CFP®, Series 63
Yardley, PA
Janney Montgomery Scott
Robert Weckenman is a CFP® with 44 years of experience in the financial services industry. He has been with Janney Montgomery Scott since 1979. He volunteers as a fundraising cabinet member for the Central Association of the Miraculous Medal Fund in 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.
Michael T
Series 66
Stuart, FL
Janney Montgomery Scott
Michael Tommeraas is a financial advisor at Janney Montgomery Scott in Stuart, FL, holding a Series 66 designation with 18 years of industry experience. He has been with Janney Montgomery Scott since 2011. Outside of his advisory role, he is a member of 16 Hemingway, LLC, an entity that holds boats owned by two individuals. 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, and advisory services through various managed account programs.
William N
Series 63, Series 65
Syracuse, NY
Janney Montgomery Scott
William Nice is a financial advisor with Janney Montgomery Scott in Syracuse, NY, holding Series 63 and Series 65 licenses and with 27 years of industry experience. He has worked at Janney Montgomery Scott since 2018 and previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. 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 services such as brokerage, financial planning, consulting, and advisory programs.
Robert D
Series 66
Osterville, MA
Janney Montgomery Scott
Robert Dunkley is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services LLC and Bank of America N.A., including Merrill. 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 brokerage services, financial planning, consulting, and advisory programs.
William H
Series 63, Series 65
Roanoke, VA
Janney Montgomery Scott
William Hendrickson is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Davenport & Company LLC for nine years before joining Janney Montgomery Scott in 2025. 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, and advisory programs through a combination of in-house portfolio management and third-party managers.
Susan M
Series 63
Miami, FL
Janney Montgomery Scott
Susan Miranda is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She has held positions at Janney Montgomery Scott since 2019 and previously worked at Wells Fargo Clearing and Wells Fargo Advisors. She holds a Series 63 designation. 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 diverse client base through brokerage services, financial planning, and multiple advisory programs, combining in-house and third-party portfolio management with centralized client service and trustee capabilities.
Ronald A
Series 66
Charleston, WV
Janney Montgomery Scott
Ronald Arthur II is a financial advisor at Janney Montgomery Scott with 19 years of industry experience. He holds a Series 66 designation and has worked at firms including Truist Advisory Services and BB&T Securities. Outside of his advisory role, he owns and operates a music recording studio in Evans, WV. 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 broad client base, including individuals, families, trusts, corporate and retirement plan sponsors, as well as charitable and municipal clients, offering a range of brokerage, financial planning, and advisory services.
William P
Series 65, Series 63
Towson, MD
Janney Montgomery Scott
William Peck is a financial advisor at Janney Montgomery Scott in Towson, MD, holding Series 65 and Series 63 licenses with 11 years of industry experience. He previously worked at Tufton Capital Management LLC before joining Janney Montgomery Scott in 2018. Peck serves on the Investment Committee for Pickersgill Retirement Community and participates in nonprofit governance roles, including audit responsibilities for The Society of the Cincinnati of Maryland and board membership at Good Shepherd School. 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 portfolio management across multiple wrap programs and managed accounts.
Scott F
Series 66
Westminster, MD
Janney Montgomery Scott
Scott Ford is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds a Series 66 designation and has been with Janney Montgomery Scott since 2013. 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, estates, corporate and retirement plans, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs with both in-house and third-party portfolio management.
Alexander P
Series 63, Series 65
Moosic, PA
Janney Montgomery Scott
Alexander Pucilowski is a financial advisor with Janney Montgomery Scott in Moosic, PA. He holds Series 63 and Series 65 licenses and has nine years of industry experience. His prior roles include positions at CNL Securities Corp. and AXA Distributors, LLC, as well as service in the Florida Army National Guard. 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 portfolio management, third-party managers, and multiple advisory programs, and offers brokerage, financial planning, and consulting services.
Dolores J
Series 63, Series 65
Wyncote, PA
Janney Montgomery Scott
Dolores Jordan is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. She has been with Janney Montgomery Scott since 1992. 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 a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.
Laurence S
CFP®, ChFC®, Series 66
Hunt Valley, MD
Janney Montgomery Scott
Laurence Seiden is a financial advisor at Janney Montgomery Scott with 22 years of industry experience. He holds the CFP®, ChFC®, and Series 66 credentials. His prior experience includes roles at Goldman Sachs / United Capital Financial Advisers, Girard Securities, and Cetera Advisor Networks LLC. He serves on the External Affairs Committee of the Maryland Center for History and Culture. 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, and advisory services.
Eliot L
Series 66
Bel Air, MD
Janney Montgomery Scott
Eliot Latchaw is a Series 66 licensed financial advisor with Janney Montgomery Scott in Bel Air, MD, bringing one year of industry experience. Prior to joining Janney, he served for 30 years with the Baltimore County Police Department. 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 a broad range of brokerage, financial planning, and advisory services.
James L
Series 66
Yardley, PA
Janney Montgomery Scott
James Laurenzi is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds a Series 66 designation and has been with Janney since 2023. Laurenzi attended Temple University and has previous experience working at Saint Albert the Great 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 and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.
Kirk K
Series 63, Series 65
New Haven, CT
Janney Montgomery Scott
Kirk Kolligian is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. His career includes roles at Merrill Lynch from 1993 and Bank of America from 2009 before joining Janney in 2017. 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, and municipal clients, offering a range of brokerage, financial planning, consulting, and advisory programs.
Scott S
Series 65, Series 63
Media, PA
Janney Montgomery Scott
Scott Spangenberg is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at MML Investors Services, MassMutual Life Insurance, and Logan Circle Partners/MetLife Investment 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, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.
Ernest S
Series 63, Series 65
Columbia, SC
Janney Montgomery Scott
Ernest Stanley Jr. is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Janney since 2012. Outside of his advisory work, Stanley serves on the boards of the Caroliniana Ball and the Women’s Rights and Empowerment Network in Columbia, SC, and participates in Roanoke College’s Parents Advisory Council. 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, providing investment advice through a combination of in-house portfolio management and third-party managers across multiple advisory programs.
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