Ligonier, PA Office

James Bernard is a financial advisor with Janney Montgomery Scott, holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked at First Commonwealth Bank and held previous positions at Janney Montgomery Scott. There are no additional notable activities reported. 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, corporations, and municipal clients, offering a range of brokerage, financial planning, and advisory services through in-house and third-party portfolio management.

Christopher Shaffer is a CFP® with four years of industry experience, currently affiliated with Janney Montgomery Scott. His prior roles include positions at Global Retirement Partners, LPL Financial, and Berteotti Insurance & Financial Services. 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 a range of brokerage, financial planning, and advisory services through in-house and third-party portfolio management.

John Fiore is a CFP® with 32 years of industry experience. He has been with Janney Montgomery Scott since 1999, including a recent role starting in 2025. Outside of his advisory work, he manages a family farm property used primarily for recreation and occasional agricultural leasing, timber sales, and government conservation programs. 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 wrap/advisory programs, with investment advice delivered through a combination of in-house and third-party portfolio management.

Chase Alcorn is a CFP® with seven years of industry experience. He is currently with Janney Montgomery Scott, where he has worked since 2021, following prior roles at LPL Financial and Hefren-Tillotson. 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 advisory programs through a combination of in-house and third-party portfolio management.

Melinda Vargulish is a financial advisor at Janney Montgomery Scott with 11 years of industry experience. She holds a Series 66 designation and has been with Janney Montgomery Scott since 2011. 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 clientele including individuals, high-net-worth clients, families, trusts, estates, corporations, retirement plans, charitable organizations, and municipal clients, offering brokerage services, financial planning, consulting, and multiple advisory programs.

Cole Fiore is a financial advisor at Janney Montgomery Scott in Ligonier, PA, holding a Series 66 credential. He joined Janney Montgomery Scott in 2025 and has prior experience at Civil and Environmental Consultants, Inc. and various other roles outside the financial industry. 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 wide range of clients, including individuals, families, trusts, estates, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and multiple advisory programs.

Michael Reese is a financial advisor with Janney Montgomery Scott in Ligonier, PA, holding a Series 66 designation and 18 years of industry experience. He has been with Janney Montgomery Scott since 2014. Outside of his advisory role, Reese is involved with The Community Foundation of Westmoreland County as Vice Chair and a member of the Visionary Development Committee, and he coaches youth soccer with the Hempfield Area Soccer Club. 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, offering brokerage, financial planning, consulting, and advisory programs through a combination of in-house portfolio management and third-party managers.

Alexander Letizia is a Series 66-credentialed financial advisor with Janney Montgomery Scott, where he has been working since 2011. He has 17 years of experience in the financial industry. 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 various advisory programs.

James Dornan is a financial advisor at Janney Montgomery Scott with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Janney Montgomery Scott in multiple periods since 2011. Outside of his advisory role, he serves as a board member for The Source, a Christian outreach organization focused on affordable housing and support for the poor and homeless. Janney Montgomery Scott is a large enterprise firm managing approximately $110 billion in client assets. It serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage services, financial planning, and advisory programs supported by both in-house and third-party portfolio management.

Samuel Silverberg is a CFA® charterholder and holds a Series 66 license, with two years of experience in the financial industry. He has worked at Janney Montgomery Scott since 2024 and previously held positions at PNC Bank and KPMG. Outside of his advisory role, Silverberg consults for the First Street Foundation, providing feedback on climate risk modeling and new product development. 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, corporations, retirement plan sponsors, charitable organizations, and municipalities, offering brokerage services, financial planning, and advisory programs.