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

Mary V

Series 63, Series 65

Harrisonburg, VA

Janney Montgomery Scott

Mary Via is a financial advisor with Janney Montgomery Scott in Harrisonburg, VA, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has been with Janney Montgomery Scott since 2016. Outside of her advisory role, she is involved in Mary Kay product sales. Janney Montgomery Scott LLC is a large brokerage and SEC-registered investment advisory firm managing approximately $110 billion in client assets. The firm serves a diverse range of clients including individuals, families, trusts, corporate and retirement plans, and charitable organizations, offering a variety of brokerage and advisory services supported by 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

Sharon K

CFP®, Series 66

Harrisonburg, VA

Janney Montgomery Scott

Sharon Krantz is a CFP® with four years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. Prior to joining Janney, she worked for six years at BB&T/Truist Bank. She is actively involved in her community as a member of the Rotary Club of Broadway Timberville, serves on the Industrial Development Authority Board for the Town of Broadway, and is a board member of the Rockingham Education Foundation, supporting educational initiatives locally. 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 clientele including individuals, families, trusts, and institutions, and provides a range of brokerage, advisory, and financial planning services supported by internal 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

Matthew R

Series 63, Series 65

Harrisonburg, VA

Janney Montgomery Scott

Matthew Robinson is a financial advisor at Janney Montgomery Scott with 19 years of industry experience. He previously worked at Infinex Investments, Inc. for ten years before joining Janney in 2024. Robinson serves as Chair of the Bridgewater Retirement Community Foundation and participates in local education-related committees in Harrisonburg, VA. 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 charitable organizations, offering brokerage, 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

Hugh L

Series 63, Series 65

Harrisonburg, VA

Janney Montgomery Scott

Hugh Lantz is a financial advisor at Janney Montgomery Scott with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney Montgomery Scott since 2016. 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, and institutional clients, and provides brokerage services, financial planning, consulting, and various wrap/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

Michael G

Series 63, Series 65

Harrisonburg, VA

Janney Montgomery Scott

Michael Gochenour is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Janney Montgomery Scott since 2016. Outside of his advisory role, he serves on the boards of a financial literacy nonprofit and the UVA Cancer Center, and he is involved in several real estate ventures as an owner and manager. 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 wide range of clients, including individuals, families, trusts, estates, and institutional sponsors, and offers brokerage, financial planning, and advisory services supported by 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

Jacqueline B

Series 66

Harrisonburg, VA

Janney Montgomery Scott

Jacqueline Blosser is a financial advisor at Janney Montgomery Scott with 10 years of industry experience and holds a Series 66 designation. She has been with Janney Montgomery Scott since 2016, including both the LLC and predecessor firm. 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 various wrap and advisory programs.

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")