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Brent M

Series 63

Cambridge, OH

Janney Montgomery Scott

Brent Markley is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He previously worked at Stratos Wealth Partners, Ltd and LPL Financial, holding positions at both firms from 2011 to 2024. He holds the Series 63 designation. 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, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap and 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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Grant B

Series 63, Series 65

Cambridge, OH

Janney Montgomery Scott

Grant Beckley is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Stratos Wealth Partners and LPL Financial. 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 organizations, offering a range of brokerage services, financial planning, and 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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Mikelle C

Series 63

Cambridge, OH

Janney Montgomery Scott

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.

ESG / Sustainable investing Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Wealth management Executive Founder/Business Owner
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