Press Release

Sep 4, 2019

Forbes Recognizes 11 Janney Financial Advisors in 2019 Best-In-State Next-Gen Advisors List


PHILADELPHIA – September 4, 2019 – Janney Montgomery Scott LLC, a leading full-service wealth management, financial services, and investment banking firm, is pleased to announce that 11 of its Financial Advisors were named to the Forbes 2019 list of Best-In-State Next-Gen Wealth Advisors.

Janney advisors recognized on the list include:
• Brett Biggs – The Biggs Group, Bethlehem, Pennsylvania
• John Chase – Florence, South Carolina
• Erik Fromm – CSG Capital Partners, Washington, D.C.
• Evan Gilchrest –Glastonbury, Connecticut
• Ryan Hamilton –Yardley, Pennsylvania
• Jeremy Lambert – Chesapeake Wealth Advisors, Greenville, Delaware
• Daniel “Mac” Lynch – The Lynch Team, Pittsburgh
• Chris Moler – Mossbarger Deimling Moler Financial Strategies Group, Cincinnati
• Thomas Quinn – EQ Advisory Group, Williamsville, New York
• Logan Reed – New Haven, Connecticut
• Eric Walker – Shaffer Wealth Advisors, Washington, D.C.

“Congratulations to a talented group of advisors who earned this prestigious recognition for their commitment to provide clients with personalized wealth management advice and guidance,” said Jerry Lombard, President, Private Client Group. “As a firm, we are dedicated to supporting next-gen advisors through Janney’s boutique and client-focused platform.”

The Forbes Best-in-State Next-Gen Advisors rankings spotlights more than 1,485 advisors from Alaska to Florida with team assets amounting to more than $1 trillion. Developed by SHOOK Research, the award is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Advisors that are considered have a minimum of four years' experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.

View the full list of this year’s Best-in-State Next-Gen Advisors.

About Janney’s Best-In-State Next-Gen Advisors:

Brett Biggs, Bethlehem, Pennsylvania

Mr. Biggs is a Vice President/Investments who joined Janney in 2003, working alongside his father Randall at The Biggs Group of Janney Montgomery Scott, which started in 1978. He has earned multiple advanced professional designations during his career, including Chartered Retirement Planning Counselor, Retirement Income Specialist, and Certification in Long-Term Care. He graduated from Marist College with a degree in business administration/finance and a minor in economics. In the community, he helps to run The Goodfellows of Bethlehem, Lehigh Valley Rugby Club, Sun Inn Preservation Association, and is also a member of Mensa.

John Chase, Florence, South Carolina 
Mr. Chase is a Senior Vice President/Wealth Management and also serves as Branch Office Manager of the firm’s Florence branch office. A Certified Financial Planner™, Mr. Chase graduated from The Citadel — The Military College of South Carolina — serving with distinction as Romeo Company Commander and Senior Class Secretary. Outside of the office, Mr. Chase remains very active in the community, currently serving as a member of the Financial Committee for Central United Methodist Church and assisting with leading and teaching their Young Adults Sunday School program. He served as President of Pee Dee Area Citadel Club (2005-2008), acted as Former Vice President of the Pee Dee Fine Arts Society, and is a former Board Member of both the Florence Symphony Orchestra and Florence Kiwanis Club.

Erik Fromm, Washington, D.C.
Mr. Fromm is a Financial Advisor with CSG Capital Partners of Janney Montgomery Scott. Since becoming an advisor in 2010 and receiving the Certified Financial Planner™ designation in 2014, he has developed a passion for engaging with clients and leading them through challenges and transitions in all phases of their lives. Mr. Fromm is a graduate of Gettysburg College, where he excelled as a scholar-athlete. In the community, Mr. Fromm raises awareness and funds for the Leukemia & Lymphoma Society as well as Washington D.C.-based charities Manna, Inc. and Heroes, Inc.

Evan Gilchrest, Glastonbury, Connecticut 
Mr. Gilchrest is Executive Vice President/ Wealth Management and joined Janney in 2017. He has earned the advanced designations of Certified Financial Planner™ and Chartered Retirement Planning Counselor. Mr. Gilchrest is a frequent speaker at retirement and transition workshops tailored for employees of large corporations. He graduated from the University of Connecticut. Outside of the office, he volunteers as a West Hartford Little League coach and as a security guard at the Boston Marathon finish line.

Ryan Hamilton, Yardley, Pennsylvania
Mr. Hamilton is a Financial Advisor who has earned the advanced designations of Certified Financial Planner™ and Retirement Income Specialist. This is the third consecutive year that he has been named a Top Next-Gen Wealth Advisor by Forbes. Mr. Hamilton began working in the financial services industry after pursuing a career as a professional football player. He graduated with honors from Vanderbilt University with degrees in both economics and corporate strategy, while also serving as a four-year starter and captain of the university’s football team.

Jeremy Lambert, Greenville, Delaware
Mr. Lambert is Senior Vice President/Wealth Management with Chesapeake Wealth Advisors of Janney Montgomery Scott, which he formed in 2016 along with his partner Michael Porter. He was previously recognized as a Forbes Top Next-Gen Wealth Advisor in 2017 and 2018. Mr. Lambert, who has more than 10 years of financial services industry experience, graduated from the University of Delaware with a Bachelor of Science degree in finance. Outside of the office, Mr. Lambert volunteers with the Ronald McDonald House of Delaware, supplying food for, preparing, and serving dinners to families staying in the house.

Daniel “Mac” Lynch, Pittsburgh
Mr. Lynch is a Vice President/Wealth Management and leads The Lynch Team of Janney Montgomery Scott. He is a Certified Financial Planner™ and holds the Certification in Long-Term Care designation. This is the second consecutive year that he has been named a Top Next-Gen Wealth Advisor by Forbes. Engaged in his community, Mr. Lynch currently serves on the Neighborhood Academy Board of Directors, the Highland Park Community Council, and The Executive Committee of the Carnegie Museum of Art Advisory Council (Skibo Society). In 2015, he was selected for and graduated from a yearlong program through Leadership Pittsburgh as a member of the XXII class of Leadership Development Initiative. Prior to becoming a Financial Advisor, he was a high school teacher and coach and graduated with honors from Colby College.

Chris Moler, Cincinnati
Mr. Moler is a Vice President/Wealth Management with Mossbarger Deimling Moler Financial Strategies Group of Janney Montgomery Scott. His primary responsibilities include performing asset allocation research and investment due diligence, evaluating client insurance needs, and developing asset protection strategies. He is a Certified Financial Planner™ professional. Mr. Moler received his bachelor’s degree from the University of Dayton, which he attended on a soccer scholarship. He has also held various teaching positions at the University of Dayton and Edison Community College.

Thomas Quinn, Williamsville, New York
Mr. Quinn is a Vice President/Investments who joined Janney in 2012. He formed the E.Q. Advisory Group of Janney Montgomery Scott with his partner, Michael Evereth. Mr. Quinn began his career in financial services in 2007 and is a graduate of Duquesne University, where he earned a bachelor’s degree in business administration. Outside of the office, Mr. Quinn is active in the leadership at Orchard Park Presbyterian Church.

Logan Reed, New Haven, Connecticut
Mr. Reed is a Financial Advisor with more than a decade of experience in the financial services industry. Mr. Reed has achieved the advanced designations of Accredited Investment Fiduciary, Certified Financial Planner™, Chartered Life Underwriter, and Certified Investment Management Analyst through the executive education program at The Wharton School at the University of Pennsylvania. This is the second consecutive year Mr. Reed has been named a Top Next-Gen Wealth Advisor by Forbes. He received his bachelor’s degree from Providence College.

Eric Walker, Washington, D.C.
Mr. Walker is a Financial Advisor with Shaffer Wealth Advisors of Janney Montgomery Scott. His professional experience includes serving as a Financial Advisor with Morgan Stanley and as a Production Manager with Pulte Mortgage. Mr. Walker’s education includes a Bachelor of Science degree in finance from Fairfield University and a Master of Business Administration degree from the University of Maryland. He holds series 7, 66, 31, Life & Health Insurance, as well as a Certified Financial Planner™ and Wealth Management Certified Professional® designations. Mr. Walker volunteers regularly throughout the year with Washington D.C.-based charities, including PurpleStride, Chance for Life, and Blessings in a Backpack.

About Janney Montgomery Scott LLC
Janney provides advice to individual, corporate, and institutional clients. Our expertise includes guidance about asset management, corporate and public finance, equity and fixed income investing, equity research, institutional equity and fixed income sales and trading, investment strategy, financial planning, mergers and acquisitions, public and private capital raising, portfolio management, retirement and income planning, and wealth management. Janney is an independently-operated subsidiary of The Penn Mutual Life Insurance Company and is a member of the Financial Industry Regulatory Authority, New York Stock Exchange, and Securities Investor Protection Corporation. Additional company information is available at www.janney.com.

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