Laurel Highlands Wealth Advisory Group of Janney Montgomery Scott LLC

Laurel Highlands Wealth Advisory Group of Janney Montgomery Scott LLC We provide individuals, families, non-profits, and business owners in Southwestern PA and across the United States with financial advice and planning. John F.

The Laurel Highlands Wealth Advisory Group works closely with individuals, families, non-profits, and business owners in Southwestern Pennsylvania and across the United States. As a multi-generational team with decades of combined experience, our group provides advice on what matters the most to our clients. Whether it's planning for upcoming retirement, consulting with a business on their retirem

ent plan, designing a charitable giving strategy, or simply helping to outline what your financial future may look like, our team's guidance is built on a financial planning foundation. A comprehensive financial plan helps us understand your priorities, delineates expenses, and helps develop a customized investment strategy. Coleman, AWMA® - Senior Vice President / Investments, Complex Manager

Jeffrey D. Costelnock - First Vice President / Investments, Financial Advisor

Geremy L. Hoover, CFP®, CLU® - Vice President/Investments, Assistant Branch Manager, Financial Advisor

Timothy R. Brown, CFP® - Financial Advisor

Lisa M. Ritsko - Senior Registered Private Client Associate



Important Information Janney Montgomery Scott LLC (“Janney”) is a Registered Investment Advisor, Broker Dealer and Member of FINRA, the New York Stock Exchange (“NYSE”), and SIPC. No information posted on this site should be construed as a recommendation by Janney or any of its affiliates as an offer to sell or solicitation to buy any securities or as personalized investment advice. Any opinions expressed by Janney or its employees on this website are subject to change. Any information that Janney posts on this website is taken from sources that Janney believes to be reliable, but is not guaranteed by Janney as to accuracy or completeness. The opinions expressed here reflect Janney’s judgment at the date of publication, are subject to change, and at times may differ from the oral commentary, technical or fundamental analysis and trading strategies of employees of Janney and its affiliates. Content and links to other websites posted to this site by third-parties are not associated with Janney, do not represent Janney viewpoints and are the responsibility of the party posting the content. Janney makes no endorsement, adoption or approval, express or implied, as to (1) any of the content posted by third parties on this site, and (2) any of the content contained on any website to which a link is posted on this site by any third party. Janney does not review content, advertisements, activities, or any other information posted on sites linked by third parties. Any opinions or statements posted by third parties are their own and may not be representative of the experience of others or indicative of future performance or success. You should also be aware that if you have a business relationship with Janney or a beneficial interest in making a comment on the site, you may have an obligation to disclose that relationship in your post. Please ensure your activities are appropriate and relevant to the members of this community, and contribute positively to the content and conversation herein. Janney may remove any comments, photos, videos, discussion posts, wall posts and any other visitor-posted content that contains confidential information, profanity, illegal material, spam or deemed to be inappropriate. Janney reserves the right to ban from this site any commenters that violate these parameters. Please do not disclose your personal financial information on Facebook. If you are a Janney client, you cannot use this website to enter securities transactions or any other account-related instructions. If you are not a Janney client, you cannot open a Janney account through this website. To contact a Janney Financial Advisor, please visit www.janney.com. Investing involves risks, and the value of your investment will fluctuate over time and you may gain or lose money. Past performance is no guarantee of future results. Janney sponsors this page but is not affiliated with Facebook and has no control over how Facebook or other third parties will use the information you share on the site. You should be familiar with Facebook’s privacy and security policies, and understand how your information can be displayed and used throughout the site as well as other third-party sites that may be linked to by Facebook. For information about how Janney may use the information you provide, please visit http://www.janney.com/privacy-policy. Our page and updates are for U.S. residents only. The services featured on Janney’s page may not be available in all jurisdictions or to all persons/entities.

Recent updates are reshaping how families can use and benefit from 529 plans. With expanded uses and added flexibility, ...
05/28/2026

Recent updates are reshaping how families can use and benefit from 529 plans.

With expanded uses and added flexibility, understanding these changes can help families make more informed decisions about saving for future education expenses.
Read the full article here: https://bit.ly/4wUjE3Z

Register today for Janney’s upcoming Mid-Year Market Update. During this virtual discussion, Janney’s Investment Strateg...
05/26/2026

Register today for Janney’s upcoming Mid-Year Market Update. During this virtual discussion, Janney’s Investment Strategy Group will share timely perspectives on the forces shaping today’s market environment and what to watch in the months ahead. Don’t miss it! Register here: https://bit.ly/4wOtaWm

On this Memorial Day, we honor the heroes who made the ultimate sacrifice for our country, remembering their bravery and...
05/25/2026

On this Memorial Day, we honor the heroes who made the ultimate sacrifice for our country, remembering their bravery and commitment to our freedom.

As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next. Join Jan...
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As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next. Join Janney’s Investment Strategy Group for a live virtual discussion focused on the current market environment, key themes to watch, and considerations for the months ahead. Register here: https://bit.ly/4dNATMW

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Saving for college is an important step. Understanding how to use those funds is equally important.

This article highlights key considerations for evaluating college savings withdrawals, including tax implications, financial aid considerations, and withdrawal timing. Learn more: https://bit.ly/4dqcqft

#529

Wishing a happy Mother’s Day to all the wonderful moms and mother figures who inspire us with their love, strength, and ...
05/10/2026

Wishing a happy Mother’s Day to all the wonderful moms and mother figures who inspire us with their love, strength, and dedication.

When planning for retirement, many people focus on what they own in their portfolio. But where those assets are held can...
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When planning for retirement, many people focus on what they own in their portfolio. But where those assets are held can matter, too. Asset location is an important part of building a thoughtful retirement strategy. Learn more: https://bit.ly/3Qx8H89

Happy Earth Day! Let’s take a moment to appreciate and preserve the natural wonders of our planet.
04/22/2026

Happy Earth Day! Let’s take a moment to appreciate and preserve the natural wonders of our planet.

04/16/2026

Retirement income planning starts with asking the right questions. From understanding what you own and how it’s taxed to thinking through future income needs, a thoughtful approach can help support more informed planning.

Click here to learn more: https://bit.ly/4tQZghU

Wishing you a joyful Easter filled with peace, happiness, and the company of loved ones.
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Wishing you a joyful Easter filled with peace, happiness, and the company of loved ones.

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43 S Beeson Boulevard
Uniontown, PA
15401

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