Our Team
With over 100 years of combined experience, we recognize that no needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is 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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In Memorium - Orville Harford Lerch
1935 - 2020
Lerch Wealth Management
of Janney Montgomery Scott LLC
Hartzell Wealth Management
of Janney Montgomery Scott LLC
Matt Lerch
Managing Director/Branch Director
Kyle Cathcart
Financial Advisor
Patricia Doverspike, CFP®
Assistant Vice President/Investments, Financial Advisor
Avari Schmader, CFP®, CLTC®
Financial Advisor
Casey O'Toole
Financial Advisor
Beverly Lauer
Branch Operations Assistant
Jennifer Williams
Senior Registered Private Client Associate
Jackie Reynolds
Private Client Associate
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Beyond Investing. Connecting.
When you work with us it’s about going beyond investing. It’s about connecting your life and your finances in a way that makes sense for you, partnering through each stage of life.
Private Client Group Support
All financial services firms have a unique culture and operating philosophy. Janney’s core values position our Financial Advisors to offer clients an extraordinary level of service.
Supporting Your Business
When you join Janney, you position yourself to offer an extraordinary level of service, personal attention, and in-depth resources to your clients at every point of contact.
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.
Rail 66 Time Trial June 8, 2024
Janney is a proud sponsor of the Rail 66 Time Trial. Post-race refreshments were provided by Janney
Montgomery Scott LLC (Clarion office) at the finish line.
2024 Delta Contractors & Design, Inc. Annual Chamber Golf Outing
Janney sponsored a foursome in the 2024 Delta Contractors & Design Inc. Annual Chamber golf outing on May 24 at Clarion Oaks Golf Club.
United Way Annual 5K and 10K Race
Janney supports United Way of Clarion County 5K & 10K Race with coffee and hot chocolate.
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 Mid-Year Market Update
As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: A Medicare Primer
Take control of your Medicare journey by joining Janney’s exclusive client webinar!
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
October 01, 2026
Preparing Your Children for Inheritance
Conversations that emphasize responsibility can help children view an inheritance as a resource to manage thoughtfully—rather than money they are simply entitled to receive.
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
September Investment Perspectives
In this issue, we discuss how the labor market is still doing the heavy lifting, the details surrounding recent U.S. Treasury news, and how the midterms may impact the markets.
The Changing Medicare Landscape: Why it Matters to Your Retirement Plan
Medicare is more than a health care decision. With several cost and coverage changes taking effect in 2026, reviewing your Medicare choices can help keep your retirement plan aligned with your income needs, health care priorities, and life goals.
AI-Enabled Scams Are Becoming Harder to Detect. Here’s How to Protect Yourself.
AI scams are becoming more sophisticated and harder to identify. Knowing the warning signs can help you slow down, verify what you are seeing or hearing, and better protect your personal information and financial accounts.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.