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We empower affluent individuals, couples, families, and business owners to achieve their aspirations through tailored financial guidance, unbiased investment advice, and exclusive access to the extensive resources and network of our award-winning team at Janney Montgomery Scott. Our fresh approach integrates the following:
- Retirement and Income Planning- Designed to help you pursue financial independence and mitigate risks when life’s uncertain events arise.
- Wealth and Investment Management- Identify and achieve your specific goals, balancing risk level and time frame through a customized investment portfolio.
- Estate and Tax Planning- Plans include comprehensive annual and multi-year tax strategies to reduce how much you owe today and in the future. We also include basic and complex strategies to achieve your legacy and estate planning goals.
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For more information on the scope of consideration for referenced industry awards or accolades, please visit https://janney.com/awards-disclosures.
Awards
Michael Porter & Jeremy Lambert Named to Barron's Top 1,200 Advisors of 2025 List
We are excited to share that both Michael Porter and Jeremy Lambert have been named to Barron's Top 1,200 Advisors as ranked 5th and 6th in Delaware, respectively.
Forbes Best-in-State Wealth Management Team 2025
We are honored to share that our team has been recognized as a Best-in-State Wealth Management Team by Forbes.
AdvisorHub 150 Advisors to Watch Over $1 Billion 2024
We are proud to share that Jeremy Lambert, AIF®, CEPA® has been named an Advisor to Watch by AdvisorHub.
Our Team
With decades of combined industry experience, Michael Porter, Jeremy Lambert, Heidi Jones, Jason Bentley, Tracy Adams-Kirk, Ryan Zemke, Nancy Carmean, Jody Boyer, Devin DiFranks, Mikayla Lewis, and Lauren Coalson strive to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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Michael D. Porter, AIF®, AWMA®, CLTC®, AAMS®, CEPA®
Branch Manager, Managing Director, Financial Advisor
Jeremy A. Lambert, AIF®, CEPA®
Branch Manager, Managing Director, Financial Advisor
Heidi L.E. Jones
Senior Registered Private Client Associate
Ryan J. Zemke, CFP®, AIF®, CRPC®, CLTC®, AWMA®
Financial Advisor
Jason S. Bentley, CFP®, AWMA®, CLTC®
Financial Advisor
Jody Boyer, CFP®, AWMA®
Financial Advisor
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
College Saving and Funding Plans
As the price of education continues to rise, affording the cost of higher education may require a customized plan to meet your funding needs, while balancing other expenses and goals.
Financial Planning
Your financial life is shaped by what matters most to you. At Janney, begin by understanding your priorities, then connect your goals to a personalized financial plan designed to help you plan for more—more clarity, more confidence, and more possibility.
No matter where you are in life, we’re here to help you navigate complexity, build a thoughtful strategy, and move forward with purpose. With experience across a wide range of financial situations, we analyze your current circumstances and create a plan tailored to your unique needs and long-term vision.
Retirement Income
Generating income from the retirement savings you have accumulated over your lifetime can often be a complex task. Managing retirement income requires balancing guaranteed income sources, such as Social Security, with fluctuating income from sources such as your investment portfolio, based on your living expenses and desired spending levels.
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.
Sheperd's Office Ministries Meal Distribution
The Chesapeake Wealth Advisors recently participated in a meal distribution event for our neighbors in need.
Collegium Middle School Career Day
Ryan & Devin travel to Exton, PA to present to 7th and 8th grade students on Careers in the Financial Industry!
Ronald McDonald House Charities Meal Service
CWA returned to RMD House to prepare a meal for families with children receiving treatments at local hospitals.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Chesapeake Insights Video Library
How to Be a Better Investor
Hear from Financial Advisor, Ryan Zemke, on improving your investment portfolio.
Should you Buy Long Term Care Insurance?
Join Jody as she discusses scenarios that may be suited for owning a long-term care policy
Handling Market Volatility
Learn about market fluctuations and how you can feel more at ease with your portfolio during uncertain times.
Professional Development
2024 Women's Advisor Forum
Jody represented Chesapeake Wealth Advisors at the 2024 Women's Advisor Forum!
2025 ELITE Financial Advisor's Conference
Michael, Jeremy, and Ryan were the invited representatives of the 2025 ELITE conference this year where they learned and shared vaulable knowledge with top financial advisors around the firm.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
February 02, 2026
How You Can Leave More to Your Heirs, Minimize Taxes
Did you know that repositioning some of your investments may be a tax-efficient way to leave a larger financial legacy?
January 30, 2026
Final Countdown
Our Investment Strategy Group reviews the latest Federal Reserve meeting and what to expect for future Fed policy.
January 14, 2026
🎉 We are beyond thrilled to announce that Chesapeake Wealth Advisors, for the third consecutive year, have been named to the 2026 Forbes Best in State Wealth Management Teams list (Ranked #2!)🏆
Check out the full listing ⬇️
https://www.forbes.com/lists/wealth-management-teams-best-in-state/
This achievement wouldn’t be possible without the trust and support of our amazing clients. We are truly grateful for the opportunity to serve you and help guide you toward your financial goals.
We promise to continue delivering exceptional service at an award-winning caliber as we move forward. Thank you for believing in us — we’re honored to be a part of your financial journey.
Here’s to continued success and growth! 💼💙
For more information on the scope of consideration for referenced industry awards or accolades, please visit Janney.com/awards-disclosures
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
January Investment Perspectives
In this issue we look at AI and its impact on productivity, how executive policy drove the market in 2025, and the January effect and stock market seasonality.
Outlook 2026
Outlook 2026 offers the Janney Investment Strategy Group’s baseline prognostications for the economy, the equity and fixed-income markets, their evolution, and investment implications in the New Year.
5 Simple Steps to Prepare for Tax Filing
Filing your tax returns can be less stressful when you take a few steps before it’s time to complete your tax forms.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.