Vincent Crognale is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and over 30 years of industry experience. He has been with Janney Montgomery Scott since 2014. Outside of his advisory role, he serves as treasurer for Trident Investment Partners and is a partner involved in financial reviews. 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 clientele including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services through multiple portfolio management programs.

Stacey Altemus is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. She holds a Series 66 license and has worked at several firms including CUNA Brokerage Services, Sun FCU, Diamond State Financial Group, Minnesota Life, and Securian Financial Services. Stacey serves as a volunteer board member for the Delaware Institute for the Arts in Education, contributing to strategic oversight. 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 sponsors, and municipal clients, offering financial planning, brokerage services, and advisory programs.

Mackenzie Johnson is a financial advisor with Janney Montgomery Scott, holding a Series 66 license and seven years of industry experience. Johnson has been with Janney Montgomery Scott since 2019, following prior work at Merrill and earlier roles outside the financial sector. Outside of advising, Johnson operates a small Etsy shop selling sweatshirts and is a member of the New Castle County Chamber of Commerce. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a wide range of individuals, families, trusts, corporate and retirement plan sponsors, charitable organizations, and municipal clients. The firm offers brokerage services, financial planning, and advisory programs supported by in-house and third-party portfolio management.

Peni Warren is a Senior Financial Advisor at Merrill Lynch Wealth Management. She has been with Merrill since 1982, collaborating with clients and their families to understand their financial situations and priorities. Her approach emphasizes personalized wealth management strategies tailored to clients' long-term objectives. Peni’s expertise spans a wide range of client focus areas, including college education planning, family wealth management strategies, legacy planning, retirement income, special needs planning, small business strategies, and investment strategy for individuals and corporations. She holds the designations of Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). Peni earned her high school diploma from Lake Forest High School. In addition to her professional work, Peni is involved in her community through volunteering with organizations such as the Delaware State Fair and The Fund For Women. Her personal interests include cooking, gardening, interior decorating, knitting and crocheting, painting, and running.

Matthew Lagoy is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. He has held roles at Janney since 2017 and previously worked at Bank of America and Merrill. He serves on the board of the West Chester Area Education Foundation, which focuses on providing educational opportunities to the West Chester, PA school district. 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 broad client base including individuals, families, trusts, corporate and retirement plan sponsors, and offers a range of advisory and brokerage services supported by both in-house and third-party portfolio management.

Rachel Montgomery is a Series 66-licensed financial advisor with Janney Montgomery Scott in Greenville, DE, and has two years of industry experience. Her prior work includes roles in the restaurant industry with Big Fish Restaurant Group, Taverna Rustic Italian, Grain Craft Bar & Kitchen, and Valle Cucina. 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, and charitable and municipal clients, offering brokerage services, financial planning, consulting, and a variety of wrap and advisory programs.

Connor Alcarese is a financial advisor at Janney Montgomery Scott with a Series 66 designation and no prior industry experience. He has been with Janney Montgomery Scott since 2022. Outside of his advisory role, he has experience working at Dewey Beer Co and has been involved in various roles during his education at James Madison University and Salesianum School. 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, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs through both in-house and third-party portfolio management.

Randall Renneisen is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds the Series 63 and Series 66 designations 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 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 Koppenhaver is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. He holds the Series 66 designation and has worked at Janney since 2024, following a 13-year tenure at Bank of America, N.A. Koppenhaver is involved as a silent partner in several Delaware-based hospitality and brewing ventures and serves as managing partner for a commercial property development. 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 plans, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Michael Johnson is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds a Series 66 designation and has worked at Janney since 2019, following prior roles at Bank of America and Merrill. 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 brokerage services, financial planning, and advisory programs through a combination of in-house and third-party portfolio management.

Crystal Van Lenten is a Wealth Management Advisor at Merrill Lynch Wealth Management. She focuses on developing personalized financial strategies that align with her clients’ long-term goals, with an emphasis on wealth management planning, tax minimization, and estate planning. Crystal works to create flexible strategies that respond to changing market conditions while providing access to Merrill’s investment insights and Bank of America’s banking and lending solutions. Her client focus includes college and education planning, legacy planning, personal retirement planning, portfolio management services, socially responsible and ESG investing, women and wealth, tax minimization, and retirement income. Crystal follows Merrill’s tradition of community involvement and dedicates time to volunteering with local organizations. Outside of her professional work, Crystal enjoys baseball, football, golf, music, tennis, traveling, and spending time with her family. Her approach to wealth management emphasizes a collaborative process designed to help clients pursue their financial goals through individualized planning.

Dana Wilkins is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds Series 63 and Series 66 licenses 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 a diverse client base including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Charles Burns is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He has been with Janney Montgomery Scott since 1989. Burns holds Series 63 and Series 66 designations. 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, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Thomas Leary is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. He has worked at Janney Montgomery Scott since 2018, with prior experience at Morgan Stanley Private Bank. 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, delivering investment advice through a combination of in-house portfolio management and third-party managers across various advisory programs.

Luke Hoffman is a financial advisor at Janney Montgomery Scott with two years of industry experience. He holds a Series 66 designation and has worked at Janney Montgomery Scott since 2023, with prior roles at Beyond Hello and Kimberton Whole Foods. 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, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Colin Burke is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Janney in 2019, he worked at Bank of America and Merrill from 2014 to 2019. 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, and advisory programs supported by in-house and third-party asset management.

Todd Buonocore is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing and Wells Fargo Advisors LLC prior to joining Janney 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 individuals, families, trusts, corporate and retirement plan sponsors, and other clients, offering brokerage, financial planning, consulting, and advisory programs with a combination of in-house and third-party portfolio management.

Katherine Bear is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. She holds a Series 66 designation and has worked at Janney since 2019, following prior roles at Bank of America and Merrill. 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 brokerage, financial planning, consulting, and multiple advisory programs.

Andrew Alcarese is a CFP®-designated financial advisor with 28 years of industry experience. He 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 a diverse client base including individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through a combination of in-house portfolio management and third-party managers.

Brianna Norvell is a Series 66 credentialed financial advisor with Janney Montgomery Scott, based in Greenville, DE. She has been with Janney Montgomery Scott since 2022 and previously held roles in the hospitality and wellness industries. 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 clientele, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Michael Toner is a financial advisor at Janney Montgomery Scott with 35 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney since 2017, following seven years at 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 and retirement plan sponsors, and charitable organizations, offering a range of brokerage, financial planning, and advisory services.

Christopher Fantano is a Senior Financial Advisor at Merrill Lynch Wealth Management and a partner in The Warren-Fantano Group. He specializes in retirement planning, investment management, family wealth strategies, legacy planning, and managing new wealth, among other client-focused areas. Drawing on his extensive experience with both traditional and alternative investments, Christopher works closely with families and business owners to create personalized financial strategies aimed at achieving their long-term goals. Christopher holds a bachelor's degree from the University of North Carolina at Charlotte and has earned several professional designations, including Chartered Retirement Planning Counselor (CRPC™), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He emphasizes a client-centered approach informed by deep industry knowledge and a commitment to understanding each client's unique financial picture. Outside of his professional work, Christopher is involved in his local community through volunteer activities with organizations such as Little League and Pennsbury Athletic Association. He resides in Yardley, Pennsylvania, with his partner and their child, enjoying family activities, sports, travel, and engagement with his local parish.

Steven Cooper is a Certified Financial Planner (CFP®) with 27 years of industry experience. He is currently with Janney Montgomery Scott and has previous experience at Bank of America and Merrill. Cooper has been with Janney since 2019. 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, financial planning, consulting, and advisory programs, and integrates both in-house and third-party portfolio management.

Ryan Burns is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and 11 years of industry experience. He has been with Janney Montgomery Scott since 2014. 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 services, financial planning, consulting, and various advisory programs.

Robert Fischer is a CFP® and Series 66-registered advisor with Janney Montgomery Scott, where he has worked since 2013. He has 25 years of industry experience. Outside of his advisory work, he serves as Sgt. at Arms for the Caesar Rodney Rotary in Wilmington, DE, a volunteer role involving meeting attendance, bulletin editing, photography, and project coordination. 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 wrap and advisory programs.