Marney Heath is a financial advisor at Janney Montgomery Scott with 25 years of industry experience and holds a Series 66 designation. She has previously worked at Wells Fargo Advisors and Wells Fargo Clearing 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, corporate and retirement plan sponsors, and charitable and municipal clients, offering brokerage services, financial planning, and advisory programs.

William Hendrickson is a financial advisor at Janney Montgomery Scott with 20 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Davenport & Company LLC for nine years before joining Janney Montgomery Scott 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 a diverse client base, offering brokerage services, financial planning, and advisory programs through a combination of in-house portfolio management and third-party managers.

Brandon Lacroix is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in wealth and asset management strategies tailored to high net worth individual and institutional clients. His approach is grounded in assessing each client's risk tolerance, time horizon, liquidity needs, and overall investment objectives, with a focus on delivering service. Brandon joined Merrill Lynch Wealth Management in March 2006, following experience at a multi-national insurance and financial planning firm. He holds a B.S. in Economics and a Markets and Management Certificate from Duke University, where he also served as captain of the varsity golf team. Brandon holds several professional designations, including CERTIFIED FINANCIAL PLANNER (CFP), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA). He is qualified as a Portfolio Manager capable of managing personalized investment strategies and third-party investment options. Brandon is involved in several community organizations, such as the American Cancer Society, the Life Ring Foundation where he serves as a board member, and the Roanoke Valley Golf Hall of Fame Scholarship Committee, where he assists in awarding scholarships to students. He contributes as a Duke University Area Alumni Interviewer for admissions. A native of Roanoke, he resides in the area with his wife Caroline and daughter Lilly.

Christopher Walters is a financial advisor with Janney Montgomery Scott and holds a Series 66 designation. He has 21 years of industry experience, including prior roles at BB&T Securities and Truist Advisory Services. Walters serves on several nonprofit and advisory boards, including the Sigma Chi Foundation Board of Governors and Roanoke College’s President’s Advisory Board. 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 multiple advisory programs with a combination of in-house and third-party portfolio management.

Gatis Zigats is a financial advisor at Janney Montgomery Scott with three years of industry experience. He holds a Series 66 designation and has worked previously at Merrill, Bank of America, Carmax Auto Superstores, and Macy's. 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, delivering investment advice through a combination of in-house portfolio management and third-party managers across various advisory programs.

Clark Lemaster is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. His prior roles include positions at Wells Fargo Clearing and J.W. Cole Advisors. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse clientele including individuals, families, trusts, estates, and institutional sponsors. The firm offers brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management across multiple wrap programs and unified managed accounts.

Michaela Frantz is a financial advisor at Janney Montgomery Scott with nine years of industry experience. She holds a Series 66 designation and previously worked at RBC Capital Markets and UBS Financial Services. Frantz has been with Janney since 2025. 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 wide range of clients and offers brokerage services, financial planning, and multiple advisory programs supported by both in-house and third-party portfolio management.

Edward Bartlett 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 and Wells Fargo Advisors. Outside of his advisory role, he serves as a volunteer team manager for VA United FC, coordinating rosters and communications. 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, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal clients, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Tammy Spradlin is a Series 66 licensed financial advisor with 26 years of industry experience. She has worked at Janney Montgomery Scott since 2021, with prior roles at Truist Advisory Services, Truist Investment Services, Bb&T Securities, and Scott & Stringfellow. 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 advisory programs.

John Rader Jr. is a financial advisor at Janney Montgomery Scott with 41 years of industry experience. He holds a Series 63 designation and previously worked at Davenport & Company LLC for nine years before joining Janney in 2025. Outside of his advisory role, he is an Electoral Board Member in Fincastle, VA, overseeing local elections. 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 brokerage services, financial planning, and advisory programs, combining in-house and third-party portfolio management.

Kate Failla is a CFP® with six years of industry experience, currently affiliated with Janney Montgomery Scott in Roanoke, VA. Her prior roles include positions at Truist Advisory Services, BB&T Securities, and involvement with Longwood University Athletics. She serves on the Longwood University Foundation Board as a Foundation Fellow, contributing to the foundation’s strategic discussions. 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, offering brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Haden Dudley III is a CFP® with 47 years of industry experience and is currently with Janney Montgomery Scott. His prior roles include positions at Wells Fargo Clearing and Wells Fargo Advisors LLC spanning 14 years. He serves as a Sunday School teacher at St. John's Episcopal Church in Roanoke, VA. 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, charitable organizations, and municipal clients. The firm offers a range of services such as brokerage, financial planning, and advisory programs, utilizing both in-house portfolio management and third-party managers.