Daniel Blum is a financial advisor at Janney Montgomery Scott in Philadelphia, PA, with 20 years of industry experience. He has been with Janney Montgomery Scott since 2011. Outside of his advisory role, he owns an online retail sales business, DNV Ventures, LLC. 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, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

Timothy Moynihan is a financial advisor with Janney Montgomery Scott in Boston, MA, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has worked at Janney Montgomery Scott since 2008. 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, and institutional sponsors, and offers brokerage services, financial planning, and advisory programs combining in-house and third-party portfolio management.

William Dynan is a Series 66-registered financial advisor with Janney Montgomery Scott, based in Boston, MA. He has three years of industry experience and has previously worked at Bank of America, JPMorgan Chase, and State Street 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of services such as brokerage, financial planning, consulting, and multiple wrap/advisory programs.

Thomas Galvin Jr. is a financial advisor at Janney Montgomery Scott with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for Raymond James & Associates for nine 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, estates, and institutional clients, offering a range of brokerage, financial planning, and advisory services.

Karla Avecillas is a financial advisor at Janney Montgomery Scott with nine years of industry experience. She holds a Series 66 designation and previously worked at Raymond James & Associates, LWM Advisory Services, and LPL Financial. Outside of her advisory work, she owns a tutoring and pet-sitting business. 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, charitable organizations, and municipal clients, offering comprehensive brokerage, financial planning, and advisory services.

John Coleman is a financial advisor at Janney Montgomery Scott with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Janney Montgomery Scott since 2005. Outside of his advisory role, he is a 50% owner of Colebrook Chocolate Co., a chocolate manufacturing and retail business, and serves on several local boards, including Highlands Hospital, Fayette County Cultural Trust, and Fayette County Sports Hall of Fame. 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 with brokerage services, financial planning, and advisory programs, combining in-house and third-party portfolio management across multiple platforms.

Desmond Djekovic is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds a Series 66 designation and has worked previously at J.P. Morgan Securities, First Republic Investment Management, and Morgan Stanley. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm offers brokerage, financial planning, and advisory services through a combination of internal portfolio management and third-party managers.

Yale Joseph is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His prior work includes ten years at Wells Fargo Clearing and one year at 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, estates, and institutional sponsors, offering a range of brokerage services, financial planning, and advisory programs through both in-house and third-party managers.

Gordon Mattocks III is a financial advisor at Janney Montgomery Scott in Charlotte, NC, with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 20 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, including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Mark Katzoff is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Janney Montgomery Scott since 2008. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory services.

Vito Tango is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and 42 years of industry experience. His prior roles include positions at Bank of America and 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 a diverse client base, including individuals, families, trusts, corporate sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Kate Failla is a CFP® with six years of industry experience, currently affiliated with Janney Montgomery Scott in Roanoke, VA. Her prior roles include positions at Truist Advisory Services, BB&T Securities, and involvement with Longwood University Athletics. She serves on the Longwood University Foundation Board as a Foundation Fellow, contributing to the foundation’s strategic discussions. 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, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

James Bakal Jr. is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. He has been with Janney Montgomery Scott since 2014. Outside of his advisory role, he serves on the board of the Exchange Club of New Canaan, a charitable organization focused on child abuse prevention and community service, and was elected President Elect for the 2021-2022 term. 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 high-net-worth individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Robert Eberly is a financial advisor at Janney Montgomery Scott with 44 years of industry experience. He holds a Series 63 designation and has been with Janney Montgomery Scott since 2009. The firm is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. Janney 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 both in-house and third-party portfolio management.

Devin Velnoskey is a CFP®-credentialed financial advisor with 14 years of industry experience, currently with Janney Montgomery Scott. He previously spent a decade at Janus Management Holdings Corp and Janus Distributors LLC before joining Janney. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets, serving individuals, families, trusts, corporate sponsors, and municipal clients through a variety of advisory, brokerage, and asset management services.

Candace Flowers is a financial advisor with Janney Montgomery Scott in Columbia, SC, holding Series 63 and Series 65 licenses and having three years of industry experience. She previously worked at Vanguard Group and Robinhood Markets. Outside of finance, she co-owns and operates Mama Lee's Kitchen, a home-based micro-bakery. 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, and advisory programs, and employs a combination of in-house and third-party portfolio management.

Allan Lynn is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 66 credentials and bringing 39 years of industry experience. His career includes long tenures at Raymond James Financial and Mendham Capital Management, where he also maintained ownership and managed accounts. 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, providing a range of financial planning, brokerage, and advisory services.

Jared Bloxsom is a CFP® professional with 23 years of industry experience, currently serving at Janney Montgomery Scott since 2016. Prior to joining Janney, he worked for Merrill from 2006 to 2016. 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 through a combination of in-house and third-party portfolio management.

Glenn Hamler is a financial advisor with Janney Montgomery Scott in Sarasota, FL, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at UBS Financial Services Inc. for 12 years before joining Janney Montgomery Scott in 2022. Outside of his advisory role, he serves as president of Bacon and Hinley Home, a senior living facility in New London, CT. 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.

Amanda Burdick is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Janney Montgomery Scott since 2019, following prior roles at The Huntington Investment Company and Huntington National Bank. 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 clientele including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.