Edwin Waingart is a CFP® with 24 years of industry experience, currently affiliated with Janney Montgomery Scott where he has worked since 2019. Prior to Janney, he spent six years with Raymond James & Associates. He serves as president of the Exit Planning Institute’s Greenville chapter, a local professional advisory network. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm offers a broad range of services to individuals, families, institutions, and municipalities through a combination of in-house and third-party portfolio management, as well as brokerage and advisory programs.

David Luke Sr. is a financial advisor at Janney Montgomery Scott with 34 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Raymond James & Associates for six years before joining Janney in 2019. Outside of his advisory role, he serves as a board member and co-chair of several committees at the Thornblade Club in Greer, SC. 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 a range of brokerage, financial planning, and advisory services.

David Luke Jr. is a CFP® professional with five years of industry experience, currently working at Janney Montgomery Scott in Greenville, SC. His previous roles include positions at PURE Insurance and Synnex Corporation, as well as academic appointments at Clemson University. 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 through brokerage, financial planning, and advisory programs, combining in-house portfolio management with third-party managers across multiple platforms.

Cristina Gerrald is a financial advisor with Janney Montgomery Scott, holding Series 66 and Series 63 licenses and two years of industry experience. Prior to joining Janney, she worked at UBS Financial Services and TD Bank. She is involved in several community activities, including serving on the Clemson University Women's Alumni Council and co-hosting the Caroline Business Leaders podcast. 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 charitable organizations. The firm offers brokerage, financial planning, and advisory services, delivering investment advice through a combination of in-house and third-party management across multiple programs.

George Koutsioukis is a financial advisor with Janney Montgomery Scott in Greenville, SC, holding a Series 66 designation and 26 years of industry experience. He previously worked at Raymond James & Associates for six years before joining Janney in 2019. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It 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.

Matthew Luke is a financial advisor at Janney Montgomery Scott with a Series 66 designation and one year of industry experience. His prior work includes roles at Southeast Retail, Bottles Beverage LLC, and Clemson University among others. He has experience working in both educational and retail sectors outside of financial services. 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 wrap/advisory programs.