Nellie Methot is a CFP® professional with 11 years of industry experience, currently affiliated with Janney Montgomery Scott. She has worked at Janney since 2015. Outside of her advisory role, she manages a real estate property in Salt Lake City on a limited basis. 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 municipalities, offering a range of brokerage, financial planning, and advisory services.

Kelsey Getchell is a financial advisor at Janney Montgomery Scott with a Series 66 designation and three years of industry experience. Her prior roles include working at Ainsworth, Thelin & Raftice and a period focused on family care. 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, financial planning, and advisory services.

Cynthia Morris is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Janney Montgomery Scott since 2015. Outside of her advisory role, she serves on the Internal Review Committee for the Episcopal Diocese of Maine and is Vice President of a condominium association in Portland, both unpaid positions. 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 supported by both in-house and third-party portfolio management.