Our Team

Anthony’s experience includes over 40 years in the financial services industry. Anthony joined Janney Montgomery Scott LLC in 2014 because of the firm’s client-focused atmosphere. Anthony believes in a “client comes first” philosophy and is committed to staying in front of his clients and their changing financial needs. As Branch Manager, he has provided the necessary leadership for successfully developing the skills of his employees and strengthening client relationships. He is also known as a collaborative and open-minded leader who encourages teamwork, values input from those around him and is driven by a shared vision of making the branch the best it can be as a whole.

Prior to joining Janney in 2014, Anthony worked at Morgan Stanley as a Complex Manager/Financial Advisor. His career began with Merrill Lynch in 1980 as a Financial Advisor. Previous to that, he worked at Kidder Peabody as a Financial Advisor. Anthony currently holds FINRA Series 3 (National Commodities Futures), Series 7 (General Securities Representative), and Series 8 (now called Series 9/10 General Securities Sales Supervisor) licenses. Anthony also holds his Insurance License for Life and Health as well as a CFA® (Chartered Financial Analyst) certification.

Anthony graduated from Stony Brook University. He currently lives in Centerport and in his free time enjoys playing golf, kayaking, fishing, and spending time with friends and family. Anthony and his wife, Brenda, have two children, Kevin and Julie.

Chris grew up in a family dedicated to helping others achieve their financial goals. His father, a successful advisor for over 50 years, inspired him to pursue a career combining his interest in the markets with a commitment to educating and helping clients. He began his career at Merrill Lynch, followed by Morgan Stanley, before joining Janney in 2017, where he is dedicated to educating clients on key financial concepts and helping to enhance their overall financial well-being.

Committed to continuous learning, Chris earned the Accredited Wealth Management Advisor (AWMA®) designation in 2021 and completed advanced studies in portfolio management at the University of Chicago and leadership development at the Wharton School, keeping him current with leading wealth management strategies.

Chris specializes in simplifying complex financial topics and aligning advice with each client’s goals and values. His expertise includes investment management, stock option optimization, retirement planning, and estate planning. He is passionate about helping clients become confident, informed investors.

A lifelong resident of Huntington, Chris now lives in Greenlawn with his wife, Nancy, and their two children, Matthew and Allison. He is active in his community, coaching youth soccer, volunteering with Special Olympics soccer programs, supporting Island Harvest, and assisting his daughter’s pet advocacy initiatives. In his free time, he enjoys tennis, golf, travel, and learning new languages.

As Senior Vice President, Wealth Management, and Financial Advisor, Colleen’s primary focus is assisting high-net-worth families and corporate executives by providing recommendations tailored to their unique financial needs, recognizing that no two situations are ever alike. She offers guidance in areas including stock options, asset management, wealth transfer, and retirement planning. In her role, Colleen also oversees asset management and asset allocation strategies for individual clients as well as institutional pension plans. Drawing upon her experience in portfolio management, technical analysis, retirement planning, and estate planning, Colleen is able to guide clients through a wide range of life events and financial decisions.

After graduating from college in 1995, Colleen began her career with boutique firm Kirlin Securities. She joined Morgan Stanley in 1998 before transitioning to Janney Montgomery Scott in 2017.

Colleen has long been an active community volunteer and works closely with boards, committees, and focus groups dedicated to supporting children with special needs. She is also an active member of the PGA and USGA. Colleen resides in Commack, NY, with her husband, Richard, and their two daughters.

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Jay Toner serves as First Vice President / Wealth Management and Financial Advisor at Janney Montgomery Scott LLC. Operating out of the firm's Melville, New York office, James provides the comprehensive wealth management and tailored asset strategies that individuals and families rely on to grow and preserve their wealth across generations.

With a distinguished 43 year career in the financial services industry, James brings a rare depth of market perspective to his practice. Before joining Janney in March 2015, he spent over three decades navigating the evolving landscapes of Wall Street’s most prominent institutions, including nearly six years at Morgan Stanley, a 16 year tenure at Citigroup Global Markets Inc., and foundational roles at Lehman Brothers, Kidder, Peabody & Co., and E. F. Hutton & Company, where he first began in 1983.

This extensive track record is backed by a robust regulatory foundation. Fully registered as both a broker and an investment adviser representative, James has completed five core industry examinations, the Series 7, Series 3, SIE, Series 63, and Series 65, and holds active registrations with FINRA, the New York Stock Exchange, and the Nasdaq Stock Market. At Janney, James blends this institutional grade expertise with a deeply personalized, client first approach to deliver clear, transparent guidance and robust financial plans designed for lifelong security.

Bernie L. Townes is a seasoned wealth management professional who helps high-net-worth individuals, families, and business owners build, preserve, and transition wealth with confidence and clarity. At Janney Montgomery Scott LLC, he delivers personalized financial strategies focused on investment management, retirement planning, estate considerations, and generational wealth. Bernie began his career at Merrill Lynch, spent 20 years at Smith Barney and eight years at UBS, building deep expertise in financial planning and wealth management before joining Janney Montgomery Scott LLC.

A graduate of Kutztown University, Bernie received the Frederick Douglass Alumni Leadership Award and helped found Beta Psi Phi Fraternity in 1979. He also serves on the board of the NuHealth Foundation and founded the Long Island Arena Touch Football League. Bernie lives on Long Island with his wife, Monique, and their six children. Guided by a commitment to trust, relationships, and long-term planning, his mission is to help families build lasting financial confidence and multigenerational wealth strategies.

Steven Dolgin is a First Vice President Investments and Financial Advisor with decades of experience helping individuals and families build, protect, and preserve wealth through disciplined long term financial planning and investment management. His approach is centered on clarity, consistency, and helping clients make confident decisions in all market environments. He began his career at Smith Barney and later worked at Prudential Securities before joining Janney Montgomery Scott in 2004, where he has built more than two decades of trusted client relationships. He is known for being steady, accessible, and focused on putting clients first.

He earned his Bachelor’s degree in Accounting from Pace University and holds FINRA Series 7, 8, 9, 10, and 65 licenses, along with life and health insurance credentials. This supports a comprehensive and detail oriented approach to retirement planning, portfolio management, and wealth strategies. Steven is recognized for a relationship driven style that emphasizes communication, discipline, and long term perspective, helping clients simplify complex decisions and stay focused through changing markets.

He is actively involved in his community and supports Autism Speaks. He lives in Long Beach, New York with his two children, Josh and Alana, and enjoys being a longtime New York Knicks season ticket holder along with golf, biking, and time at the beach.

John Hardiman is a Vice President of Wealth Management and Financial Advisor with more than 20 years of experience helping individuals, families, and business owners navigate the complexities of wealth management and financial planning. As a partner at Hardiman, Lepping, Dolgin & Associates at Janney Montgomery Scott, he is known for delivering personalized guidance, thoughtful investment strategies, and long-term financial planning tailored to each client’s goals and legacy.

Before joining Janney, John held advisory and leadership positions at Merrill Lynch, UBS, and A.G. Edwards, where he built a strong foundation in investment management, retirement planning, fiduciary consulting, and client relationship management. His client-focused approach and commitment to service have earned him the trust of clients across multiple generations.

John earned both his Bachelor of Science degree and MBA in Portfolio Finance from St. John’s University. He has also completed advanced executive education and professional development programs through Yale University and The Wharton School, further strengthening his expertise in leadership, investment strategy, and financial planning. In addition, he holds the CRPS®, AIF®, and CLTC® professional designations.

Outside of his professional career, John is deeply committed to his family and community. He is a devoted husband and proud father of five, serves on the board of a nonprofit special needs school, and volunteers as both a firefighter and EMT. In his free time, he enjoys golfing, fishing, skiing, and spending time with his family.

Thomas Gisbert serves as Account Executive at Janney Montgomery Scott LLC. With 47 years of experience in the financial services industry, Tom is dedicated to providing clients with exceptional service, personalized attention, and the support they need to navigate important financial decisions with confidence.

Before joining Janney in 2015, Tom spent decades serving clients through roles at Morgan Stanley, Citigroup Global Markets, and Lehman Brothers. His extensive experience across a variety of market environments has given him valuable insight into the evolving needs of investors and the importance of building lasting client relationships.

Tom has completed key industry qualifications, including the Series 7, Series 63, and Series 65 examinations, and maintains registrations with FINRA and state securities regulators. Known for his approachable demeanor and commitment to client service, he takes pride in developing trusted relationships and helping clients feel informed, comfortable, and supported every step of the way.

Tom's combination of experience, professionalism, and genuine dedication to clients reflects the values that have guided his career for nearly five decades.

Your wealth isn’t just a portfolio, it’s your life’s work, your family’s security, and your future freedom. As Vice President / Wealth Management and Financial Advisor with Hardiman, Lepping & Associates of Janney Montgomery Scott LLC, Bill Lepping brings over 32 years of experience in financial services helping clients build, manage, and preserve wealth across generations. Based in Melville, NY, Bill works closely with individuals and families to develop customized wealth strategies tailored to their goals and circumstances. His practice focuses on retirement planning, estate planning, and long-term investment management, with an emphasis on disciplined decision-making and thoughtful portfolio construction.

Bill began his career at Merrill Lynch following his graduation from SUNY Oneonta and has guided clients through multiple market cycles, including the dot-com era and the 2008 financial crisis. This experience informs a steady, long-term perspective aimed at helping clients navigate both opportunity and volatility. He holds the SIE, Series 7, Series 9, Series 10, Series 63, and Series 65 licenses, enabling him to provide comprehensive, fee-based investment advice and access to a broad range of securities, including stocks, bonds, and mutual funds. As a registered investment adviser representative, he is held to a fiduciary standard when providing investment advice.

He lives in West Sayville with his wife, Lisa, and their son, AJ. Outside of work, he is an active member of the US Power Squadron and enjoys golf and racquetball.

Heather Ginty is the Branch Operations Manager at Janney Montgomery Scott’s Melville office and has been a cornerstone of the firm since 1995. She began her career in the firm’s Wall Street office, building a foundation in brokerage operations and compliance, before transferring to Melville where she now oversees branch operations and serves as the operational backbone of the office.

In her role, Heather manages daily administrative functions and compliance workflows that keep the branch running seamlessly. She holds extensive industry registrations, including Series 7, 66, 63, and SIE, as well as Series 9 & 10 General Securities Sales Supervisor credentials, combining regulatory expertise with operational leadership to support advisors and clients at a high level.

Known for her proactive approach and exceptional attention to detail, Heather ensures the Melville team delivers a consistently high-touch, reliable experience. Outside of work, she is a long-time Long Beach resident who loves the beach and is a passionate advocate for beach protection and preservation.

Bruce Somer is a Senior Registered Private Client Associate with more than 32 years of financial services experience and a reputation for delivering exceptional client service with a proactive, approachable style. Known for his operational expertise and attention to detail, Bruce helps ensure a seamless wealth management experience by expertly managing the day-to-day complexities behind every client relationship.

Since joining Janney Montgomery Scott in 2014, Bruce has been a trusted resource for both clients and advisors, overseeing account administration, operational workflows, and service requests with precision and care. Prior to Janney, he held positions with Morgan Stanley, Citigroup Global Markets Inc., and Charles Schwab, giving him a broad perspective across the wealth management industry. Bruce holds his Series 7 and Series 63 registrations and maintains a spotless FINRA regulatory record.

Outside the office, Bruce is a proud father of three. After years spent coaching youth football and soccer, he's happily traded the clipboard for a seat in the stands, where he now enjoys cheering on the next generation as a devoted spectator. The same team-first mindset and dedication he brought to coaching continue to shape his commitment to clients and colleagues every day.

Rachael Hanan is a Senior Registered Private Client Associate who brings nearly three decades of wealth management expertise and a genuine passion for helping people to the team. Known for her operational precision and warm, client-first approach, Rachael excels at managing the behind-the-scenes mechanics of financial planning to ensure a seamless experience for every client she serves.

Since joining Janney Montgomery Scott in March 2015, Rachael has become a vital anchor for both her advisory team and the families they support. She expertly coordinates high-level account operations and complex administrative logistics, consistently turning complicated financial tasks into absolute peace of mind for clients.

Before joining Janney, Rachael built her impressive industry foundation across some of Wall Street’s most recognizable firms, including Citigroup Global Markets Inc. and Morgan Stanley Smith Barney. This deep institutional background allows her to anticipate client needs and deliver top-tier support. Fully credentialed, Rachael holds her Series 7 license as well as her Life and Health Insurance License, and maintains a completely clean FINRA regulatory record, reflecting her career-long dedication to integrity, professionalism, and ethical client care.

Kiana is a graduate of the University at Buffalo where she obtained her M.S in Finance as well as a B.S with dual concentrations in Finance and Marketing. During her time at UB, she was a member of the Financial Management Association, served as VP of Finance for Alpha Sigma Tau, and was an iExperiential Intern for the UB School of Management. Prior to joining the Melville Branch, she held an internship with Janney where she was eager to jumpstart her career with us upon graduation. Kiana resides in Brooklyn with her parents and two sisters where she enjoys baking, cooking and enjoying the outdoors on her free time.

Lauren brings extensive experience in Wealth Management, encompassing sales, compliance, and management support. She began her career at Morgan Stanley in 1985 and joined Christopher Walkley in 2004.

She is dedicated to building and maintaining close client relationships, believing that a deep understanding of clients’ lives and ongoing communication are essential to delivering a highly personalized level of service. Lauren is committed to ensuring clients have access to the resources and guidance needed to make informed Wealth Management decisions. Throughout her career, Lauren has been recognized with numerous awards for outstanding performance and achievement.

Lauren resides in South Huntington, NY. She enjoys spending time with her family, as well as swimming, yoga, Pilates, and outdoor activities. She has also been actively involved in community service, having volunteered for nearly 20 years as a Catechist and FC Committee Chairperson at St. Elizabeth’s Roman Catholic Church. She currently supports local and national charitable efforts, including volunteer work assisting individuals experiencing homelessness, as well as fundraising and advocacy for “Hugs Across America” and the American Cancer Society.