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Michael O
Series 63, Series 65
Sarasota, FL
Janney Montgomery Scott
Michael Ohlman is a financial advisor at Janney Montgomery Scott with 39 years of experience in the industry. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for 34 years. Ohlman serves on the board of The First Tee of Sarasota-Manatee, a charitable organization focused on youth development through golf, and is co-owner of Baron Flyers, Inc., an aviation company. 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 provides investment advice through a combination of in-house portfolio management and third-party managers across multiple advisory programs.
Regina O
Series 66
Sarasota, FL
Janney Montgomery Scott
Regina Ohlman is a financial advisor at Janney Montgomery Scott with 26 years of industry experience. She holds a Series 66 designation and has previously worked with firms including Merrill, Raymond James, and Adonis LLC. Regina is also a co-owner of G&M Baron Aviation LLC, an aviation-related business. 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 with brokerage, financial planning, and advisory services, offering both in-house and third-party managed investment solutions.
Michael G
Series 66, Series 63
Sarasota, FL
Janney Montgomery Scott
Michael Gross is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at multiple firms including Toby Richey & Associates, Bank of America, Merrill, and Scottrade. 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 with a range of brokerage, financial planning, and advisory services supported by in-house and third-party portfolio management.
Glenn H
Series 63, Series 65
Sarasota, FL
Janney Montgomery Scott
Glenn Hamler is a financial advisor with Janney Montgomery Scott in Sarasota, FL, holding Series 63 and Series 65 credentials and 38 years of industry experience. He previously worked at UBS Financial Services Inc. for 12 years before joining Janney Montgomery Scott in 2022. Outside of his advisory role, he serves as president of Bacon and Hinley Home, a senior living facility in New London, CT. 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.
David B
Series 66
Sarasota, FL
Janney Montgomery Scott
David Berretta is a financial advisor with Janney Montgomery Scott, holding a Series 66 credential and bringing 25 years of industry experience. He has been with Janney Montgomery Scott and its predecessor firm since 2016. Outside of his advisory role, he is the owner of David Berretta LLC in Venice, FL. 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 advisory programs.
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