Anna Banks is a financial advisor at Janney Montgomery Scott holding a Series 66 credential. She has recently begun her career in the industry, with prior roles at Guidepoint Global, LLC, and experience working at Wake Forest University. Janney Montgomery Scott LLC is a large enterprise firm managing approximately $110 billion in client assets, serving a diverse client base including individuals, families, trusts, estates, corporations, and municipal clients. The firm offers a range of financial services, combining in-house portfolio management with third-party solutions and providing custody and trustee services through a subsidiary trust company.

Kenneth Morris is a CFP® with 25 years of industry experience, currently advising at Janney Montgomery Scott. His prior roles include positions at J.P. Morgan Securities, First Republic Investment Management, and Morgan Stanley Smith Barney. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients. The firm offers a range of brokerage, financial planning, and advisory services, utilizing both in-house and third-party portfolio management across multiple programs.

Jared Katzman is a financial advisor at Janney Montgomery Scott with 16 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes roles at J.P. Morgan Securities, JPMorgan Chase Bank, First Republic Securities, and Morgan Stanley over the past 15 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 through brokerage, financial planning, advisory programs, and centralized portfolio management, offering in-house and third-party investment services.

Alexandra Niederhelman is a CFP® with 14 years of industry experience, currently with Janney Montgomery Scott in New York, NY. She has been with Janney since 2017 and previously worked at Wells Fargo Clearing. Janney Montgomery Scott LLC is a large enterprise firm 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.

Steve Condos is a financial advisor at Janney Montgomery Scott with 36 years of industry experience. He holds Series 63, 65, and 66 licenses and has worked at J.P. Morgan Securities, JPMorgan Chase Bank, First Republic Securities, and Morgan Stanley in various roles from 2009 to 2026 before joining Janney in 2026. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients through brokerage, financial planning, consulting, and advisory programs utilizing both in-house and third-party portfolio management.

Steven Guggenheimer is a financial advisor at Janney Montgomery Scott with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Janney since 2014 in their New York office. 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, and institutional sponsors, offering a range of brokerage, financial planning, and advisory services supported by both in-house and third-party portfolio management.

Domenic Biamonte is a Series 66 licensed financial advisor at Janney Montgomery Scott in New York, NY, with two years of industry experience. His career includes roles at Raymond James & Associates, Nasdaq, Inc., and Merrill Lynch. 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, offering brokerage, financial planning, consulting, and advisory programs through a combination of in-house and third-party portfolio management.

Tracey Schusterman is a CFP® with 40 years of experience in the financial services industry. She has worked at Janney Montgomery Scott since 2017, with prior roles at RBC Capital Markets and UBS Financial Services. Tracey is based in New York, NY. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and various advisory programs.

Jessica Ventura is a financial advisor at Janney Montgomery Scott with two years of industry experience. She holds the Series 66 designation and has been with Janney Montgomery Scott entities since 2011. 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, offering brokerage, financial planning, consulting, and advisory programs with a combination of in-house and third-party portfolio management.

Michael Mangino is a financial advisor at Janney Montgomery Scott in New York, NY, holding a Series 66 designation. He has varied work experience across multiple industries, including roles at RT Specialty, Marcum LLP, TechTronic Industries, and local government positions in the Town of Oyster Bay. 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 and offers a range of brokerage, financial planning, and advisory services through in-house and third-party portfolio management.

Marc Smith is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds the Series 66 credential and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. His background also includes roles at Soundcloud Inc. and involvement with Massachusetts Crease Goaltending School. 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, and institutional clients, offering brokerage services, financial planning, and advisory programs through both in-house and third-party portfolio management.

Maxwell Uribe is a financial advisor with Janney Montgomery Scott in New York, NY, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Morgan Stanley Investment Management Inc., Eaton Vance Distributors, Inc., and Morgan Stanley Smith Barney LLC. 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, and advisory programs through a combination of in-house and third-party portfolio management.

Fortune Macri is a financial advisor at Janney Montgomery Scott with 16 years of industry experience and holds the Series 66 designation. His prior roles include positions at J.P. Morgan Securities, First Republic Investment Management, and Morgan Stanley, where he worked in various capacities from 2009 to 2023. 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, and institutional clients, and offers brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Jack Mahoney is a financial advisor at Janney Montgomery Scott with a Series 66 designation and four years of industry experience. He has worked at Merrill and Janney Montgomery Scott, and has a varied background including roles in sports camps, insurance, and retail. Janney Montgomery Scott LLC is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves individuals, families, trusts, corporate clients, and municipal entities, offering brokerage, financial planning, consulting, and advisory programs with both in-house and third-party portfolio management.

Christopher Squassi is a financial advisor with Janney Montgomery Scott in New York, NY, holding Series 65 and Series 63 licenses and bringing 37 years of industry experience. He has been with Janney Montgomery Scott since 1996. Outside of his advisory work, he serves as a board member for the Natalie Squassi Cancer Foundation, a nonprofit organization that raises funds for cancer research and related charities. 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, and institutions, offering brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.

Hany Farag is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney since 2018, following five years at UBS Financial Services. He serves as a co-op board member in New York, focusing on building-related issues. 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 and offers brokerage, financial planning, and advisory programs through both in-house and third-party portfolio management.

Marilou Poupon is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and one year of industry experience. Her prior work includes roles at Northwestern Mutual and Bloomberg. 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 with a range of brokerage, financial planning, and advisory services, utilizing in-house and third-party portfolio management across multiple wrap programs and model portfolios.

Bruce Milstein is a financial advisor at Janney Montgomery Scott with 28 years of industry experience. He holds the CFP® and ChFC® designations, along with Series 63 and 65 licenses. Prior to joining Janney Montgomery Scott, he was with Bank of America, N.A. for 13 years. Janney Montgomery Scott is a 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, and advisory services through a combination of in-house and third-party portfolio management.

Luke Dowd is a financial advisor at Janney Montgomery Scott with 13 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Dowd is based in New York, NY. 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 through a combination of in-house portfolio management and third-party managers across multiple advisory programs.

George Zaki is a financial advisor at Janney Montgomery Scott with 18 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Janney 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 wide range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Gabrielle Guarnera is a financial advisor at Janney Montgomery Scott with a Series 66 designation and one year of industry experience. Prior to joining Janney in 2026, she worked at JP Morgan Chase and has a background that includes roles outside of finance in dentistry and physical therapy. Janney Montgomery Scott is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $110 billion in client assets. The firm serves a broad client base including high-net-worth individuals, families, trusts, corporate clients, and charitable organizations, offering brokerage services, financial planning, and multiple advisory programs.

John Kuris is a financial advisor at Janney Montgomery Scott with 36 years of industry experience. He holds Series 63 and Series 66 designations. Kuris has been with Janney Montgomery Scott since 2000, with over two decades of service at the 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 individuals, families, trusts, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage, financial planning, consulting, and advisory programs.

Kevin Massey is a financial advisor at Janney Montgomery Scott with a Series 66 credential and two years of industry experience. Prior to joining Janney, he has held various roles in the performing arts and entertainment sectors. He is a minority owner of Pookie and Friends Inc, a performing artist company, and the sole owner of Empowering The Artist LLC, which provides online booking services to teaching performing artists. 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, offering brokerage, financial planning, consulting, and advisory services through both in-house and third-party portfolio management.

Olivia Camhi is a financial advisor at Janney Montgomery Scott with Series 66 registration and less than one year of industry experience. Prior to joining Janney, she held positions at Strategies for Wealth and Orangetheory Fitness. Olivia’s background also includes volunteer work and academic experience at the University of Georgia. 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, providing brokerage services, financial planning, and advisory programs through both in-house and third-party portfolio management.

Jihaad Muhammad is a financial advisor at Janney Montgomery Scott with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Mint Global Markets Inc and KC Ward. Outside of his advisory role, he operates a personal photography business and serves as a board member of the Dwyer Cultural Center in New York. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base and offers a range of services including brokerage, financial planning, and advisory programs through both in-house and third-party portfolio management.

Brandon Zimerman is a financial advisor at Janney Montgomery Scott with eight years of industry experience. He holds the Series 66 designation and has previously worked at STIFEL and Keefe, Bruyette & Woods, Inc. before joining Janney Montgomery Scott. 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, and institutional clients, offering a range of brokerage, financial planning, and advisory services supported by a mix of in-house and third-party portfolio management.

Michael Gebhard is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. He holds the Series 66 designation and has been with Janney Montgomery Scott since 2002. 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 and municipal clients, offering a range of brokerage services, financial planning, and advisory programs.

Phillip Suarez is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. He holds a Series 66 designation and has worked at firms including Morgan Stanley, Rockefeller Financial LLC, and UBS Financial Services. Suarez also spent time at Duck Donuts prior to joining Janney Montgomery Scott in 2026. Janney Montgomery Scott is a large broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, providing brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

Meghan Gibney is a CFP®-certified financial advisor with 20 years of industry experience. She has worked at Janney Montgomery Scott since 2026 and previously spent 20 years at Neuberger Berman, LLC. She holds a Series 66 license and is based in New York, NY. 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 high-net-worth individuals, families, trusts, and institutional clients, and offers a range of brokerage, financial planning, and advisory services.

Laura Mitchener is a financial advisor at Janney Montgomery Scott in New York, NY, holding a Series 66 designation with six years of industry experience. She has been with Janney Montgomery Scott for seven years 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 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.

Mark Giudice is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He has been with Janney since 2002 and holds Series 63 and Series 65 credentials. 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, estates, corporate and retirement plan sponsors, and municipal clients, offering brokerage, financial planning, consulting, and multiple advisory programs.

James Horgan is a financial advisor at Janney Montgomery Scott with 38 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Stanley for 14 years before joining Janney. 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 multiple advisory programs.

Kristin Healy is a financial advisor at Janney Montgomery Scott with 32 years of industry experience. She previously worked at UBS Financial Services for 12 years before joining Janney in 2025. She holds Series 63 and Series 66 licenses. 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 plans, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Courtney Carnevale is a CFP® and holds a Series 66 license with 12 years of industry experience. She has been with Janney Montgomery Scott since 2015, serving in various capacities within the firm’s New York office. 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, providing brokerage, financial planning, consulting, and advisory services through a combination of in-house and third-party portfolio management.

Desmond Djekovic is a financial advisor with Janney Montgomery Scott in New York, NY, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at J.P. Morgan Securities, First Republic Investment Management, and Morgan Stanley. 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.

Kristine Guisao Barreto is a financial advisor at Janney Montgomery Scott with 21 years of industry experience. She holds Series 63 and Series 66 licenses and is based in New York, NY. Barreto has spent her entire career at Janney Montgomery Scott, where she has worked since 2012. 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 charitable organizations, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Jennifer Ng is a financial advisor with Janney Montgomery Scott in New York, NY, holding a Series 66 designation and five years of industry experience. Her prior roles include positions at Bessemer Trust and Neuberger Berman. 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 a variety of advisory programs.

Mafalda Villani is a financial advisor at Janney Montgomery Scott with 23 years of industry experience. She holds a Series 66 designation and has been with Janney since 2009. Outside of her advisory work, she co-owns a rental property with her husband. 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, corporations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.