Berwyn (Valley Forge), PA Office

Joseph Fine is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Raymond James & Associates, Bofa Securities, Inc., Merrill, and Merrill Lynch Professional Clearing Corp. 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 organizations, offering brokerage services, financial planning, consulting, and multiple wrap/advisory programs.

Christopher Clavin is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds the Series 63 and Series 65 designations. Prior to joining Janney in 2022, he worked at Wells Fargo Clearing from 2016 to 2022. Outside of his advisory role, Clavin serves as treasurer for Metro Travel Consultants, a travel agency operated by family members, where his involvement is minimal and uncompensated. Janney Montgomery Scott is a large, dually registered broker-dealer and 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, charitable organizations, and municipal clients, offering a range of financial planning, brokerage, and advisory services.

Scott Kaminsky is a CFP® professional with 29 years of industry experience. He is currently with Janney Montgomery Scott and has previously worked at Wells Fargo Clearing and Morgan Stanley. Kaminsky is also the owner of Senkai Strength LLC, a fitness gym in Gainesville, FL, which is managed by others. 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 a range of brokerage, financial planning, and advisory services through a combination of in-house and third-party portfolio management.

Sarah Smith is a financial advisor at Janney Montgomery Scott with 12 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. Smith serves as Vice President of Programming for the Cornell Club of Philadelphia, an alumni organization. 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, estates, corporate and retirement plan sponsors, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Joshua Dupre is a CFP® professional with five years of industry experience, currently advising clients at Janney Montgomery Scott. His prior experience includes roles at Morgan Stanley, Goldman Sachs, and PNC Capital Advisors. 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 municipal entities, offering a range of brokerage, financial planning, and advisory services.

Kathleen Fisher is a financial advisor at Janney Montgomery Scott with 37 years of industry experience. She holds the Series 63 designation and previously worked at Morgan Stanley Smith Barney and Morgan Stanley & Co. Incorporated. Fisher has been with Janney Montgomery Scott since 2020. 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 a range of brokerage, financial planning, and advisory services.

Michael Hassell is a financial advisor at Janney Montgomery Scott with Series 63 and Series 65 licenses and 31 years of industry experience. His prior work includes roles at Bank of America, Merrill Lynch, and extensive tenure within 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, corporate and retirement plan sponsors, and municipal clients, offering a range of brokerage, financial planning, and advisory services through multiple portfolio management strategies and centralized client support.

John Conaboy is a financial advisor with Janney Montgomery Scott, holding a Series 63 designation and 47 years of industry experience. He has been with Janney Montgomery Scott Inc. since 1982. 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 and municipal clients, offering brokerage, financial planning, and advisory programs.

John Casale is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He has held roles at Janney since 2018 and previously worked at Wells Fargo Advisors from 2015 to 2018. He holds Series 63 and Series 65 licenses. Janney Montgomery Scott LLC manages approximately $110 billion in client assets and serves a diverse range of clients, including individuals, families, trusts, corporate and retirement plan sponsors, and municipal entities. The firm provides brokerage services, financial planning, and advisory programs through a combination of in-house portfolio management and third-party managers.