Janney Montgomery Scott

Justin Porrett is a financial advisor at Janney Montgomery Scott with four years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley from 2020 to 2024. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions through portfolio management, financial planning, retirement plan advisory, custody, and brokerage services, offering a multi-channel investment platform with both discretionary and non-discretionary account options.

Haley Culp is a financial advisor at Janney Montgomery Scott with two years of industry experience. She holds Series 63 and Series 65 licenses. Her prior work includes roles at The Smith Group and C2P Capital Advisory Group d.b.a. Prosperity Capital Advisors, as well as media positions at WFXG Fox 54 and the Aiken Standard. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions with portfolio management, financial planning, retirement plan advisory, custody, and brokerage services through a multi-channel investment platform.

Michael Reynolds Jr. is a CFP® with eight years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott. He has been with Janney in various roles since 2017. Prior to his career in finance, he worked at the University of Delaware Recreation Services for two years. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm offers a comprehensive range of services including portfolio management, financial planning, and retirement plan advisory for individuals, high-net-worth clients, corporations, charities, and institutional accounts through a multi-channel investment platform.

Vincent Crognale is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 designations and 30 years of industry experience. He has been with Janney Montgomery Scott since 2014. Outside of his advisory role, he serves as treasurer for Trident Investment Partners, a non-investment related position. Janney Montgomery Scott manages approximately $100.8 billion in client assets and supports over 1,200 advisors serving more than 235,000 clients. The firm offers a wide range of services including portfolio management, financial planning, retirement plan consulting, and brokerage for individuals, high-net-worth clients, corporations, charities, and institutions, utilizing a multi-channel investment platform and integrated in-house portfolio management.

Patricia Grady is a financial advisor with Janney Montgomery Scott LLC, holding a Series 66 designation and bringing 24 years of industry experience. She has worked at Janney since 2019, with prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory work, she volunteers at the Ledyard Food Pantry in Connecticut, assisting with sorting and packaging food donations. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions with services including portfolio management, financial planning, retirement plan advisory, and brokerage, utilizing a multi-channel investment platform that incorporates both third-party and in-house strategies.

Mohaun Kugaraj is a financial advisor at Janney Montgomery Scott with one year of industry experience. He holds a Series 66 designation and has previously worked at SS&C Advent and Northwestern Mutual. Prior to his financial services career, he worked at Accurate Tile and Marble and was employed at Stuart Yacht and Country Club. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutions, offering portfolio management, financial planning, retirement plan advisory, and brokerage services through a multi-channel investment platform.

Brian Cuttic is a financial advisor at Janney Montgomery Scott with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Janney since 2018, following four years at Oppenheimer. Janney Montgomery Scott LLC manages approximately $100.8 billion in client assets and supports over 1,200 advisors serving more than 235,000 clients. The firm offers a multi-channel investment platform with portfolio management, financial planning, retirement plan advisory, and brokerage services for individuals, high-net-worth clients, corporations, charities, and institutional accounts.

William Murdoch Jr. is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Janney Montgomery Scott since 1998. He chairs the Town of Barnstable Trust Fund Advisory Committee, where he reviews portfolio disbursements for the trustee. Janney Montgomery Scott LLC manages over $100 billion in client assets and supports more than 1,200 advisors. The firm offers a wide range of services including portfolio management, financial planning, retirement plan advisory, and brokerage for individuals, high-net-worth clients, corporations, charities, and institutions.

David Spetgang is a financial advisor at Janney Montgomery Scott with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Janney in various capacities since 2016. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts, offering a multi-channel investment platform that includes portfolio management, financial planning, retirement plan advisory, and brokerage services.

Kurt Uzbay is a financial advisor at Janney Montgomery Scott with 31 years of industry experience. He holds a Series 63 designation and previously worked at Stifel Nicolaus & Co Inc for 11 years before joining Janney Montgomery Scott in 2025. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts, offering a range of services including portfolio management, financial planning, retirement plan advisory, and custody and trade execution through a multi-channel investment platform.

Albert Grenert Jr. is a financial advisor at Janney Montgomery Scott with 33 years of industry experience. He holds the Series 63 and Series 65 credentials and has previously worked at Wells Fargo Clearing, Wells Fargo Advisors, and Ameriprise Financial Services. Janney Montgomery Scott is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts, offering a range of services including portfolio management, financial planning, retirement consulting, and traditional brokerage.

Frank Braddock is a CFP®-designated financial advisor with Janney Montgomery Scott, based in Columbia, SC. He has 25 years of industry experience and has been with Janney since 2015. Outside of his advisory role, he serves on the board of Artist for Africa, a nonprofit supporting dance education for low-income students in Africa. Janney Montgomery Scott manages approximately $100.8 billion in client assets and serves over 235,000 clients through a broad range of services including portfolio management, financial planning, and retirement advisory. The firm offers a multi-channel investment platform combining third-party managers, model-based solutions, and in-house portfolio management.

Kasseim Everett is a financial advisor at Janney Montgomery Scott with nine years of industry experience. He holds a Series 66 designation and has worked at Janney in various capacities since 2018. His prior experience includes roles at Bank of America, Merrill, Healthcare Services Group, and Red River Youth Academy. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts, offering a multi-channel investment platform that integrates third-party manager strategies, model-based solutions, and in-house portfolio management.

Scott Kelly is a financial advisor with Janney Montgomery Scott, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His prior roles include positions at Merrill and Chapin Davis, Inc. He is based in Towson, MD. Janney Montgomery Scott LLC is an SEC-registered investment adviser and broker-dealer managing approximately $100.8 billion in client assets. The firm serves individuals, high-net-worth clients, corporations, charities, and institutional accounts through a multi-channel investment platform that includes third-party manager strategies, model-based solutions, and in-house portfolio management via its Janney Capital Management division.

Bruce Lord Jr. is a financial advisor with Janney Montgomery Scott in Media, PA, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has worked at Morgan Stanley Private Bank for over a decade before joining Janney in 2025. Outside of his advisory role, he serves as an elected school board director for Springfield School District in Springfield, PA. Janney Montgomery Scott LLC manages approximately $100.8 billion in client assets and supports over 1,200 advisors and 235,000 clients. The firm offers a broad range of services including portfolio management, financial planning, retirement plan advisory, and brokerage services for individuals, high-net-worth clients, corporations, charities, and institutional accounts.