Anna Banks is a financial advisor at Janney Montgomery Scott with experience dating back to 2014, including roles at Guidepoint Global and Wake Forest University. She holds a Series 66 designation and is based in New York, NY. Janney Montgomery Scott serves a diverse client base including individuals, corporations, and retirement plans, offering brokerage services, investment advisory programs, financial planning, and retirement plan consulting. The firm is notable for its dual registration as a broker-dealer and SEC-registered investment adviser, its in-house trust company, and a broad range of advisory and asset management services.

Kenneth Morris is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Janney Montgomery Scott and has previously worked at firms including J.P. Morgan Securities, First Republic Investment Management, and Morgan Stanley. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing over $100 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions, offering portfolio management, financial planning, retirement advisory, and brokerage services through a multi-channel investment platform.

Richard Marshall is a financial advisor at Janney Montgomery Scott in New York, NY, holding Series 63 and Series 65 licenses with eight years of industry experience. His prior roles include positions at NYLIFE Securities LLC, New York Life Insurance Company, Bank of America, Merrill, and Brokertec Americas LLC. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.

Jared Katzman is a financial advisor at Janney Montgomery Scott with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, First Republic Securities Company, First Republic Investment Management, and Morgan Stanley. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a range of services including portfolio management, financial planning, retirement advisory, and custody, utilizing a multi-channel investment platform with both discretionary and non-discretionary options.

Alexandra Niederhelman is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2017. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a wide range of services including portfolio management, financial planning, and retirement plan advisory to individuals, high-net-worth clients, corporations, charities, and institutions, utilizing a multi-channel investment platform with both discretionary and non-discretionary account options.

Steve Condos is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at J.P. Morgan Securities, JPMorgan Chase Bank, First Republic Securities, and Morgan Stanley in various capacities. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions through a multi-channel investment platform that includes third-party manager strategies, model-based and manager-traded solutions, and in-house portfolio management via its Janney Capital Management division.

Steven Guggenheimer is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney since 2014. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions through a multi-channel investment platform offering portfolio management, financial planning, retirement plan advisory, and custody services.

Ivaylo Iliev is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. He holds Series 63 and Series 65 designations. Prior to joining Janney in 2024, he worked at Western Asset Management and Franklin Distributors, LLC for over 17 years. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.

Domenic Biamonte is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds the Series 66 designation and has previously worked at Raymond James & Associates, Nasdaq, Inc., and Merrill Lynch. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.

Brent Croonquist is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and nine years of industry experience. He previously worked at Lord Abbett for six years and attended Villanova University. Brent is based in Hackensack, NJ. Janney Montgomery Scott is an SEC-registered investment adviser and dual-registered broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.

Tracey Schusterman is a CFP® with 40 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2017. Her prior experience includes roles at RBC Capital Markets and UBS Financial Services. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a multi-channel investment platform and a broad range of services including portfolio management, financial planning, retirement advisory, and traditional brokerage for individuals, high-net-worth clients, corporations, charities, and institutions.

Jessica Ventura is a Series 66-licensed financial advisor at Janney Montgomery Scott with one year of industry experience. She has been with Janney Montgomery Scott and its predecessor since 2011. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.

Joseph Canciglia is a CFP® professional with 26 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 2014. He holds Series 63 and Series 65 licenses and is based in Hackensack, NJ. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a wide range of services including portfolio management, financial planning, retirement plan advisory, and brokerage for individuals, high-net-worth clients, corporations, charities, and institutional accounts.

Marc Smith is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions, offering a broad range of services including portfolio management, financial planning, retirement plan advisory, and brokerage through a multi-channel investment platform.

Denise Brathwaite is a financial advisor at Janney Montgomery Scott with 24 years of industry experience. She holds a Series 63 designation and previously worked at UBS for six years before joining Janney in 2024. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts with a broad range of services including portfolio management, financial planning, retirement plan advisory, and traditional brokerage.

Fortune Macri is a financial advisor at Janney Montgomery Scott with 16 years of industry experience. He holds the Series 66 designation and has previously worked at J.P. Morgan Securities, First Republic Investment Management, and Morgan Stanley. Janney Montgomery Scott LLC manages approximately $100.8 billion in client assets and serves over 235,000 clients through more than 1,200 advisors. The firm offers a wide range of services, including portfolio management, financial planning, retirement advisory, and brokerage, employing a multi-channel investment platform that integrates third-party manager strategies, model-based solutions, and in-house portfolio management.

Jack Mahoney is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and previously worked at Merrill. Outside of finance, he has experience with organizations including YMCA of Greater Erie and US Sports Camps Inc. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a wide range of services including portfolio management, financial planning, retirement plan advisory, and brokerage for individuals, high-net-worth clients, corporations, charities, and institutions.

Christopher Squassi is a financial advisor with Janney Montgomery Scott in New York, NY, holding Series 63 and Series 65 credentials and 36 years of industry experience. He has been with Janney Montgomery Scott since 1996. Outside of his advisory role, he serves as a board member of the Natalie Squassi Cancer Foundation, a nonprofit that raises funds for cancer research and related charities. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a wide range of services including portfolio management, financial planning, retirement plan advisory, and brokerage services to individuals, high-net-worth clients, corporations, charities, and institutional accounts.

Helen Shaw is a financial advisor at Janney Montgomery Scott with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Merrill and LPL Financial. Janney Montgomery Scott LLC manages approximately $100.8 billion in client assets and supports over 1,200 advisors serving more than 235,000 clients. The firm offers a wide range of services including portfolio management, financial planning, retirement plan advisory, and brokerage for individuals, high-net-worth clients, corporations, charities, and institutional accounts.

Hany Farag is a financial advisor at Janney Montgomery Scott with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney since 2018, following five years at UBS Financial Services. He serves as a Co-Op Board Member in New York, assisting with local building regulations. Janney Montgomery Scott LLC manages approximately $100.8 billion in client assets and supports over 1,200 advisors serving more than 235,000 clients. The firm offers a multi-channel investment platform combining third-party manager strategies, model-based solutions, and in-house portfolio management, providing services to individuals, high-net-worth clients, corporations, charities, and institutions.

George Croonquist is a financial advisor at Janney Montgomery Scott with 62 years of industry experience. He holds a Series 63 designation and has been with Janney since 1963. Croonquist serves as a board member and former Chairman of the Hackensack Meridian Medical Center and its foundation, roles he has held for over 40 years. Janney Montgomery Scott LLC manages approximately $100.8 billion in client assets and supports more than 1,200 advisors serving individuals, high-net-worth clients, corporations, charities, and institutional accounts. The firm offers a multi-channel investment platform combining third-party manager strategies, model-based solutions, and in-house portfolio management through its Janney Capital Management division.

Philip Sandt is a financial advisor with Janney Montgomery Scott in Hackensack, NJ, holding a Series 66 designation and 24 years of industry experience. He has been with Janney Montgomery Scott since 2001. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts with services including portfolio management, financial planning, retirement plan advisory, and custody and trade execution, supported by a multi-channel investment platform and an in-house portfolio management division.

Jenny D Daly is a CFP® professional with 26 years of industry experience. She has worked at Janney Montgomery Scott since 2017, and previously held roles at Bank of America and Merrill. Daly holds Series 65 and Series 66 licenses. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts with a range of services including portfolio management, financial planning, retirement plan advisory, and brokerage.

Bruce Milstein is a financial advisor at Janney Montgomery Scott with 27 years of industry experience. He holds the CFP® and ChFC® designations and previously worked at Bank of America, N.A. from 2009 to 2022. Janney Montgomery Scott LLC manages approximately $100.8 billion in client assets and serves over 235,000 clients through more than 1,200 advisors. The firm offers a comprehensive range of investment and financial planning services, utilizing both third-party and in-house portfolio management strategies across various account types.

Luke Dowd is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He is based in New York, NY. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts with services including portfolio management, financial planning, retirement plan advisory, custody, and trade execution through a multi-channel investment platform.

George Zaki is a financial advisor at Janney Montgomery Scott with 17 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Janney since 2014. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a range of services including portfolio management, financial planning, and retirement plan advisory.

John Kuris is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Janney Montgomery Scott since 2000. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a multi-channel investment platform offering portfolio management, financial planning, retirement advisory, and traditional brokerage services.

Charles Poggi is a financial advisor with Janney Montgomery Scott in Hackensack, NJ, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at UBS Financial Services and earlier positions at Janney Montgomery Scott. Outside of his advisory work, he is a managing partner of 1501 LLC, overseeing real estate properties. Janney Montgomery Scott LLC manages approximately $100.8 billion in client assets and serves over 235,000 clients through more than 1,200 advisors. The firm offers a comprehensive range of services including portfolio management, financial planning, retirement plan advisory, and brokerage, utilizing a multi-channel investment platform that integrates third-party managers, model-based solutions, and in-house portfolio management.

Kevin Massey is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds the Series 66 designation. Outside of finance, he is involved in performing arts through his minority ownership in Pookie and Friends Inc, a performance company, and he solely owns Empowering The Artist LLC, which provides online booking services for teaching performing artists. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions with a range of services including portfolio management, financial planning, retirement plan advisory, and brokerage, supported by a multi-channel investment platform and in-house portfolio management.

Jihaad Muhammad is a financial advisor at Janney Montgomery Scott in New York, NY, with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Mint Global Markets Inc and KC Ward. Outside of finance, he operates a personal photography business and serves as a board member of the Dwyer Cultural Center in New York. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing over $100 billion in client assets. The firm offers a broad range of services including portfolio management, financial planning, retirement plan advisory, and brokerage for individuals, high-net-worth clients, corporations, charities, and institutions.

Brandon Zimerman is a financial advisor with Janney Montgomery Scott in New York, NY, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at STIFEL and Keefe, Bruyette & Woods, Inc. He has been with Janney Montgomery Scott since 2022. Janney Montgomery Scott LLC is an SEC-registered investment adviser and dual-registered broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts, offering a range of services including portfolio management, financial planning, retirement plan advisory, and traditional brokerage through a multi-channel investment platform.

George Croonquist Jr. is a CFP® with 41 years of industry experience, currently serving at Janney Montgomery Scott since 1989. He is an advisory board member for Hackensack Meridian Quality Care, advising on assisted living properties. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing over $100 billion in client assets, offering a wide range of financial services to individuals, high-net-worth clients, corporations, charities, and institutions through a multi-channel investment platform.

Michael Gebhard is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. He holds a Series 66 designation and has been with Janney since 2002. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a wide range of services including portfolio management, financial planning, retirement plan advisory, and traditional brokerage for individuals, high-net-worth clients, corporations, charities, and institutional accounts.

Meghan Gibney is a CFP® and holds a Series 66 license with 20 years of industry experience. She joined Janney Montgomery Scott in 2026 after spending two decades at Neuberger Berman, LLC. Based in New York, NY, she is currently affiliated with an enterprise firm that supports a large network of advisors. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a broad range of services to individuals, high-net-worth clients, corporations, charities, and institutions through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management.

Laura Mitchener is a financial advisor at Janney Montgomery Scott in New York, NY, holding a Series 66 designation with six years of industry experience. She has been with Janney Montgomery Scott since 2019. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a range of services including portfolio management, financial planning, and retirement plan advisory.

Mark Giudice is a financial advisor with Janney Montgomery Scott in New York, NY, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Janney Montgomery Scott since 2002. Janney Montgomery Scott LLC is an SEC-registered investment adviser and dual-registered broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a broad range of services, including portfolio management, financial planning, retirement plan advisory, and brokerage.

James Horgan is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley for 14 years. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions, offering portfolio management, financial planning, retirement consulting, custody, and trade execution through a multi-channel investment platform that includes third-party managers, model-based solutions, and in-house portfolio management.

Kristin Healy is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. She holds Series 63 and Series 66 licenses and previously worked at UBS Financial Services for 12 years before joining Janney in 2025. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a wide range of services including portfolio management, financial planning, retirement plan advisory, and brokerage for individuals, high-net-worth clients, corporations, charities, and institutions, supported by a multi-channel investment platform and an integrated in-house portfolio management division.

Charles Croonquist is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He has been with Janney Montgomery Scott since 2000 and holds Series 63 and Series 65 designations. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a diverse range of services including portfolio management, financial planning, retirement plan advisory, and brokerage.

Courtney Carnevale is a CFP® professional with 11 years of industry experience, currently serving at Janney Montgomery Scott. She has been with Janney Montgomery Scott since 2015. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a wide range of services including portfolio management, financial planning, retirement plan advisory, and brokerage for individuals, high-net-worth clients, corporations, charities, and institutions.

Desmond Djekovic is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds a Series 66 designation and has previously worked at J.P. Morgan Securities, First Republic Investment Management, and Morgan Stanley. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions with a range of services including portfolio management, financial planning, retirement advisory, and brokerage through an integrated multi-channel investment platform.

Kristine Guisao Barreto is a financial advisor at Janney Montgomery Scott in New York, NY, with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has spent her entire advisory career at Janney Montgomery Scott. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions, offering a wide range of services including portfolio management, financial planning, retirement plan advisory, and brokerage through a multi-channel investment platform.

Jennifer Ng is a financial advisor at Janney Montgomery Scott in New York, NY, holding a Series 66 designation with five years of industry experience. Her prior work includes roles at Bessemer Trust and Neuberger Berman. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions with a broad range of portfolio management, financial planning, retirement advisory, and brokerage services.

Mafalda Villani is a financial advisor at Janney Montgomery Scott with 22 years of industry experience. She holds the Series 66 designation and has been with Janney since 2009. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions through a multi-channel investment platform that includes third-party manager strategies, in-house portfolio management, and a variety of advisory and brokerage services.