Decker, Harth & Swavely of Janney Montgomery Scott LLC

09/30/2026

Are you an advisor considering an upgrade for your practice? Where are people leaving and where are they going in 2026?

Winners - AUM ($ millions)

Raymond James - $24,111
Janney Montgomery Scott - $7,895
Rockefeller Capital Management $7,852

Losers - AUM ($ millions)

Morgan Stanley - $11,726
UBS Financial Services Inc. - $10,284
Merrill Lynch, Pierce, Fenner & Smith Incorporated - $8,514

Source: AdvisorHub Recruiting Wire. Rankings are year-to-date and based on publicly reported advisor moves. https://bit.ly/4dH5DPi

Let's chat about Janney.

AdvisorHub - Deal Structures for Financial Advisors When Switching Firms

09/25/2026

New beginnings don’t always look the way you imagined.

Two years ago, Hurricane Helene destroyed our slice of paradise in St. Pete.

Until recently, we were forced to carry two mortgages on two home - one which had been destroyed.

The monthly cash flow was challenging. And the impact wasn't just financial. There is a mental weight that comes with significant fixed monthly obligations. You think about it when you're making business decisions planning ahead. It felt tight.

A few months ago, we sold the property and thanks to higher interest rates, we decided to pay down the mortgages. It was simply a math problem.

As a financial advisor for the past 28 years, our team starts every financial plan reviewing Net Worth for our clients - assets minus liabilities.

The numbers matter, but so does what those numbers do to your mindset. It would have been easy to put those $ into the asset column instead of paying down the liabilities. But doing so, created breathing room. It created mental freedom.

Two years later, we’re moving forward — with fewer liabilities, healthier cash flow, a different perspective, and a renewed appreciation for what truly matters.

The storm changed our plans. It didn’t get to define our future.

Here’s to new beginnings and fresh perspective.

Need to review your balance sheet? Please reach out, our team would be honored to assist.

For important information about Janney and your best interests, see www.janney.com/crs.

09/22/2026

There’s something special about a fall day at the cottage on Sparrow Lake in Ontario with friends you’ve known for a lifetime.

These three guys aren’t just lifelong friends — over the years they have become clients too. And every September we get to enjoy being together.

The mornings started chilly — the kind of mornings where you put on socks and search for the sunshine on the patio floor. Winter is right around the corner in Canada.

I’m grateful for friendships that have lasted a lifetime, clients who started as friends, and the memories we get to make along the way.

Great friends. Great memories. Beautiful place. Perfect fall days.

Until next year, Sparrow Lake.

09/19/2026

I’m pleased to welcome Financial Advisor Todd Phelan to Janney’s Atlanta office. Todd joins from Cambridge Investment Research Advisors with nearly 30 years of industry experience and manages more than $125 million in client assets.

Todd joins the established Willett Phelan Myers Rodts Wealth Management Group. His move reflects one of the advantages of Janney: the opportunity to collaborate with an established team while benefiting from the resources, flexibility, and advisor-focused culture to continue growing and serving clients.

If you’re looking for the right partner for your business, let’s connect.

https://bit.ly/4h4ddFO

09/10/2026

When experienced Financial Advisors consider a new firm, they’re choosing a long-term partner for their clients, their teams, and the businesses they’ve built.

In a Barron’s feature, CEO Tony Miller discusses why advisors are choosing Janney, from the freedom to run their practices their way and ownership of their client relationships to accessible leadership, personalized support, and an equity stake in the firm.

The results speak for themselves: 99% advisor retention over the past year and record recruiting results.

Read the full Q&A: https://bit.ly/4xJASRP

09/10/2026

I’m pleased to welcome Financial Advisor Jenna Fiore, First Vice President/Wealth Management, to Janney’s Glastonbury, Connecticut office. Jenna joins from Wells Fargo and manages nearly $150 million in client assets.

I look forward to seeing Jenna grow her practice with the flexibility, personalized support, and advisor-first culture Janney provides.

If you’re considering what’s next for your practice, let’s talk.

https://bit.ly/4r6rVzp

08/25/2026

I’m pleased to welcome Financial Advisor Jenna Fiore, First Vice President/Wealth Management, to Janney’s Glastonbury, Connecticut office. Jenna joins from Wells Fargo and manages nearly $150 million in client assets.

I look forward to seeing Jenna grow her practice with the flexibility, personalized support, and advisor-first culture Janney provides.

If you’re considering what’s next for your practice, let’s talk.

https://bit.ly/4gj0FtW

08/19/2026

This morning was different. We blinked and they went from the new nervous kids in middle school to the seasoned veterans in 8th grade.

Today was tough for Mom—because she understood what the moment represented before the rest of us were ready to admit it.

A chapter was ending.

There are leadership lessons in moments like this.

As parents, we spend years teaching, guiding, correcting, encouraging, and stepping in when needed. But the goal was never to make every decision for them. It was to prepare them to make good decisions when we’re not there.

Leadership isn’t much different.

The best leaders don’t build teams that depend on them for every answer. They coach. They challenge. They provide guardrails. They give people room to grow—and eventually, they step back.

Stepping in is easy. Stepping back is a challenge.

Whether you’re raising kids or leading a team, success isn’t measured by how much people need you.

It’s measured by how well they’re prepared when they don’t.

Proud of who they’re becoming—and reminded that letting go is part of leading well.

08/18/2026

I’m pleased to welcome Madura Private Wealth Group to Janney in Lake Forest, Illinois, further expanding our presence in Greater Chicago. Led by Financial Advisor Daniel Madura, the team joins us from Wells Fargo and manages nearly $420 million in client assets.

Welcome to Janney!

https://bit.ly/3U3m8hM

08/10/2026

A little Canadian cottage time is good for the soul. ☀️🚤🍦🧩

This week included some of my favorite summer traditions: boat rides for ice cream, puzzles around the table, time on the water, and plenty of laughs with family.

But the highlight was our community’s weekly Texas Hold-Em tournament. Somehow, our family managed to sweep the podium — my 85-year-old father, my son’s fiancée, and I finished first, second, and third! 🏆♠️♥️♣️♦️

Three generations at the table, a little friendly competition, and bragging rights that will probably last well beyond the summer.

Between figuring out the next puzzle piece, playing the next hand, and deciding which ice cream flavor to order, it’s a good reminder that some of the best moments are the simplest ones.

We don't need more stuff. We need more memories and time with the people who matter most.