Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters 1

Find a financial advisor

Based on your filters

user avatar
firm logo

Bradley K

Series 63, Series 66

Columbus, OH

Janney Montgomery Scott

Bradley Kastan is a financial advisor with Janney Montgomery Scott in Columbus, OH, holding Series 63 and Series 66 designations and bringing 44 years of industry experience. He previously worked at Raymond James & Associates for eight years before joining Janney Montgomery Scott in 2022. Kastan serves on the Board of Trustees at The Ohio State University, a role he has held since 2023. 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, and institutional clients, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

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

Michael B

CFA®, Series 66

Columbus, OH

Janney Montgomery Scott

Michael Brown is a CFA® charterholder and holds a Series 66 license with 12 years of experience in the financial services industry. He is currently with Janney Montgomery Scott, where he has worked since 2023, following six years at PNC Investments. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in 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, and advisory programs.

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

Lareesa H

Series 63, Series 66

Columbus, OH

Janney Montgomery Scott

Lareesa Haynes is a financial advisor at Janney Montgomery Scott with 16 years of industry experience. She holds the Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates and Morgan Stanley. 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 advisory programs.

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

Kiarra M

Series 66

Columbus, OH

Janney Montgomery Scott

Kiarra Marshall is a financial advisor at Janney Montgomery Scott with one year of industry experience. She holds the Series 66 designation and has worked at firms including PNC and NS Charney and Associates. Janney Montgomery Scott is a large dual-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, corporations, retirement plans, charitable organizations, and municipal clients, offering a range of brokerage, financial planning, and advisory services.

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

Shelly D

Series 66

Columbus, OH

Janney Montgomery Scott

Shelly Delucas is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds a Series 66 designation and has worked at Janney Montgomery Scott since 2018, following six years at Raymond James & Associates. 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, corporations, 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
user avatar
firm logo

Ryan B

Series 66

Columbus, OH

Janney Montgomery Scott

Ryan Bates is a financial advisor with Janney Montgomery Scott in Columbus, OH, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Atrium Co. and involvement with Bowling Green State University, where he was connected to residence life and the university itself. 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, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

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

James B

Series 63, Series 65

Columbus, OH

Janney Montgomery Scott

James Bowman is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for eight years before joining Janney in 2022. Bowman serves as Board Chairman of the Yellowill Foundation, a nonprofit focused on raising funds and awareness for Ewing Sarcoma research. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing around $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, charitable organizations, and municipal clients, offering brokerage, financial planning, and advisory services that combine in-house portfolio management with third-party managers across multiple programs.

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

Jeramy M

Series 63, Series 65

Columbus, OH

Janney Montgomery Scott

Jeramy May is a financial advisor with Janney Montgomery Scott in Columbus, OH, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Prior to joining Janney in 2018, he worked at Wells Fargo Advisors LLC and Wells Fargo Clearing from 2009 to 2018. 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 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
user avatar
firm logo

Kimberly N

Columbus, OH

Janney Montgomery Scott

Kimberly Nelson is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. She has worked at Janney Montgomery Scott and its predecessor firms since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors. Outside of her advisory role, she has been involved with Younique Cosmetics since 2014. 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, and institutional clients, offering brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

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

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")