Rich is a founding member of QL Wealth Advisors and oversees portfolio construction and private money manager analysis/selection. He leads a team of 7 financial professionals serving high net worth individuals and companies with strategies for tax-efficient wealth accumulation, retirement income planning, and legacy wealth transfer to future generations.

In addition to his executive management role at QL Wealth Advisors, Rich serves in leadership roles with advisory and investment committees. Rich served on both Legg Mason and Smith Barney's Prestigious President Councils, and is a current member of Janney’s CEO Roundtable. Rich advises Janney’s Wealth Management Mutual Fund Investment Committee on mutual fund and ETF strategies under consideration for inclusion on the Janney Mutual Fund Recommended List.

In 2017, 2018 and 2020 Rich was named to the Financial Times’ "400 Top Financial Advisors" list. In 2020, 2021 and in 2022, Rich was recognized by Forbes Magazine and named to its "Best-In-State Wealth Advisors" list. 

He is a Certified Financial Planner™ (CFP®) professional, a Certified Investment Management Analyst (CIMA®), and is Certified in Long-Term Care (CLTC). Rich began his career in 1992 at Legg Mason where he was Director of Investment Management Services.  

Rich received his Bachelor of Arts in Social and Behavioral Sciences from Johns Hopkins University. He is a member of The Investment Management Consultants Association and is an Advisor with A-Level Capital. He is a former Board Member with St. Ambrose Housing and Aid Center where he has served on the charities board and finance committees. Rich volunteers for the Helping Up Mission, in Baltimore. 

Rich, his wife Jennifer, and their family currently reside in Phoenix, MD.

Steve is a co-founding member of QL Wealth Advisors and specializes in financial planning for high net worth individuals, their families, foundations, and endowments through a family office approach. Steve creates wealth management strategies integrating advice, technology, and personalized solutions for clients. 

In 2018, Steve was honored by Financial Times by being named to its 400 Top Financial Advisors ranking. In 2020, 2021 and in 2022, Steve was named to the Forbes Best-In-State Wealth Advisors list. 

Steve is a Certified Financial Planner™ (CFP®) professional and Executive Vice President/Wealth Management at Janney and founding member of QL Wealth Advisors. Steve holds the Accredited Investment Fiduciary (AIF®) and Retirement Income Certified Professional (RICP®) designations.

He received his bachelor’s degree in business management from the University of Maryland as well as a Master’s of Finance (MSF) degree from Loyola College in Baltimore, Maryland. 

Stephen resides in Baltimore with his wife, Leslie, and children, Kaitlyn and Harry.

Kris began his career in financial services in 2006. As the team’s money manager liaison, he focuses on managed accounts, performance reporting, contact management, and 529 plans.

Kris is a graduate of Mount St. Mary’s College, and is licensed in the Series 7 and 66. He has most recently completed his Certified Financial Planner™ (CFP®) professional education program through the College for Financial Planning.

Brandon joined Janney Montgomery Scott in 2016, where he held numerous positions in the Wealth Management Department at Janney’s corporate headquarters in Philadelphia. Brandon joined QL Wealth Advisors in 2022 and works closely with the team to assist with the implementation of investment solutions, financial planning, and practice management to help clients achieve their financial goals.

Brandon graduated from Towson University with a Bachelor of Science degree in Finance and is licensed in the Series 7 and 66.

James joined Janney Montgomery Scott in 2006. While serving as a Financial Advisor throughout his 49-year career, he has had extensive experience in many facets of the security industry. While at Legg Mason and Johnson Lemon, he has worked in the syndication of initial and secondary public offerings, managed municipal bond departments, constructed a tax-exempt Maryland mutual fund for an initial public offering and managed a branch office. He has served as a portfolio manager for Oxford Capital Management of Towson, MD and Connecticut Investment Management of Old Lyme, CT. He has been a consultant to money managers while at Greene Consulting Associates of Atlanta GA.

James received his Bachelor of Arts in Economics from Western Maryland College (McDaniel College) and an MBA from the Wharton School of Business at the University of Pennsylvania.   

Carla has been in the investment industry for 35 years. She was Branch Manager at Scott Trade Inc. in Towson for 23 years, and in the past 2 years, she has worked at TD Ameritrade. Carla’s focus is providing exceptional client service and helping clients achieve their financial goals. She is a Graduate of West Virginia University.

Carla holds the following certifications: Series 7, 6, 66, 63, 53, 4 and 24.

Victoria brings 22 years of Investment experience in the Securities Industry to our team. Prior to working in the Securities Industry, Victoria worked in Banking as an Officer in the Investment Department of Signet Bank where she was recognized as a Star Employee for her accomplishments.

Victoria also holds licenses as a Health/Life and Variable Annuity Agent.

Victoria’s loves are family, animals and her great friends.

Victoria has always taken pride with her interactions with clients and colleagues.

Jessica Landis is responsible for overseeing the ongoing marketing and support of all investment and insurance company solutions as well as the firm’s retail equity, option, preferred, and fixed income trading efforts. Prior to being promoted, Jessica served as Janney’s Director of Financial Planning, where she led the day-to-day management and operations of the Firm’s Wealth Planning Team. Under her leadership, the team won a 2018 WealthManagement.com Industry Award in the technology category for the launch and development of Janney’s comprehensive financial planning platform.

Jessica joined Janney in 2016 after serving as a Financial Advisor with Legacy Planning Partners. During her six-year tenure at Legacy, she was part of an advisory team with a focus on comprehensive financial planning. Her role included designing financial plans, determining product solutions and educating clients on the different solutions to help reach their financial goals. She specialized in working with pre-retirees and on multi-generational plans, with a focus on strengthening the customer relationship through the financial planning process. As a Financial Advisor, Jessica was also a member of the prestigious Million Dollar Round Table.

Jessica regularly authors articles on various financial planning topics for Janney and is frequently quoted in publications such as The Wall Street Journal, US News & World Report, MarketWatch, Yahoo! Finance, and NerdWallet. She is a Certified Financial Planner™ (CFP®), Certified Financial Planner™(CFP®) professional Chartered Financial Consultant® (ChFC®) and is currently enrolled in the SIFMA Securities Industries Institute program at the Wharton School of the University of Pennsylvania. She graduated from West Chester University with a Bachelor of Arts in Communication Studies and a Bachelor of Science in Finance. She holds her Series 7, 66 and Life Accident and Health licenses.