PHILADELPHIA – Janney Montgomery Scott LLC is pleased to announce 33 experienced Financial Advisors joined the firm in 2025. Collectively, these advisors manage more than $6.5 billion in client assets and joined from firms including Ameriprise, Merrill Lynch, Morgan Stanley, Raymond James, RBC, Truist, UBS, Wells Fargo, and others.
“2025 marked the second-strongest recruiting year in the firm’s history in terms of assets added, driven by what we continue to hear from advisors: they want a firm that prioritizes their growth, gives them the freedom to run their business, and supports the way they serve their clients,” said Kevin Reed, President of Janney’s Private Client Group. “We’re excited to welcome these advisors and look forward to seeing them thrive at Janney.”
The advisor additions were complemented by continued geographic expansion. During the year, Janney entered the Texas market with a new office in Dallas and opened additional locations in Hudson, Ohio; Short Hills, New Jersey; and Coral Gables, Florida, strengthening the firm’s presence in several priority markets.
Janney also announced the appointment of Kathy Capuano as Head of Advisor Recruiting and Market Growth. In this role, she will lead the firm’s advisor recruiting efforts and market expansion strategy.
The Financial Advisor additions in 2025 include:
Belice Leininger Private Wealth – Pittsburgh, Pennsylvania
- Allen Belice, Senior Vice President/Wealth Management
- Kaitlyn Leininger, Financial Advisor
- Formerly: UBS
Clark Brothers Wealth Management – Short Hills, New Jersey
- Daniel Clark, Senior Vice President/Wealth Management
- James Clark, Senior Vice President/Wealth Management
- Formerly: UBS
Duggan Faires Investment Partners – Atlanta, Georgia
- Glen Duggan, Senior Vice President/Wealth Management
- Randy Faires, Vice President/Investments
- Formerly: Truist
GFR & Associates – Hudson, Ohio
- Garret Ferrara, Senior Vice President/Wealth Management
- Michele Ferrara, Senior Vice President/Wealth Management
- Michael Burrows, Financial Advisor
- Formerly: UBS
Griffin Wealth Management – Hunt Valley, Maryland
- Kevin Doyle, Senior Vice President, Branch Manager
- Kali Lambert, Wealth Planning Associate
- Formerly: Raymond James
Integrity Wealth Advisory – Coral Gables, Florida
- Raymond Sardiña, Senior Vice President/Wealth Management
- Susan Rutrough, First Vice President/Wealth Management
- Formerly: Raymond James
Jembelis Kinkel Financial Partners – Purchase, New York
- Nick Jembelis, Senior Vice President/Investments
- Michael Kinkel, Senior Vice President/Investments
- Formerly: David Lerner
Lord Kirstien Wealth Management – Media, Pennsylvania
- Bruce Lord, First Vice President/Wealth Management
- Jack Kirstien, Vice President/Wealth Management
- Formerly: Morgan Stanley
The Moss Bogatch Group – Hauppauge, New York
- Craig Moss, Executive Vice President/Wealth Management
- Alan Bogatch, Executive Vice President/Wealth Management
- Ana Ludemann, Vice President/Wealth Management
- Formerly: Morgan Stanley
Thousand Hills Wealth Advisory Group – Franklin, Tennessee
- Tracey Binkley, Senior Vice President/Wealth Management
- Formerly: Morgan Stanley
West Haven Private Wealth – Dallas, Texas
- James Winkler, Senior Vice President/Wealth Management
- Lauren Johnson Housh, Senior Vice President/Wealth Management
- Formerly: RBC
Todd Buonocore, Senior Vice President/Wealth Management – Greenville, Delaware
- Formerly: Wells Fargo
Matt Clark, Senior Vice President/Wealth Management – Chicago, Illinois
- Formerly: Merrill Lynch
Albert Grenert, Senior Vice President/Wealth Management – Charlotte, North Carolina
- Formerly: Wells Fargo
Kristin Healy, Senior Vice President/Wealth Management – Montvale, New Jersey
- Formerly: UBS
William Hendrickson, Senior Vice President/Wealth Management – Roanoke, Virginia
- Formerly: Davenport & Co.
Al Lynn, First Vice President/Wealth Management – Bedminster, New Jersey
- Formerly: Raymond James
Gordon Mattocks, Vice President/Wealth Management – Charlotte, North Carolina
- Formerly: UBS
Robby McKetta, Financial Advisor – Richmond, Virginia
- Formerly: Raymond James
John Rader, Senior Vice President/Wealth Management – Roanoke, Virginia
- Formerly: Davenport & Co.
Patricia Selin, Executive Vice President/Wealth Management – Boca Raton, Florida
- Formerly: Morgan Stanley
Michael Smith, Executive Vice President/Wealth Management – Charlotte, North Carolina
- Formerly: Wells Fargo
Jason Thompson, Vice President/Wealth Management – Florence, South Carolina
- Formerly: Ameriprise
Wayne Thompson, Financial Advisor – Florence, South Carolina
- Formerly: Ameriprise
Kurt Uzbay, Executive Vice President/Investments – Hauppauge, New York
- Formerly: Stifel
Chip Wisner, Vice President/Wealth Management – Royersford, Pennsylvania
- Formerly: Alden
