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Kowalskii

Adviser Intelligence

Client Data Researcher · LinkedIn, X, Facebook & Public Web · MD / DE / Lower PA Territory
Advisers Found
21
Show all profiles
Golfers
2
Open golf interests
Horse People
1
Open horse interests
Outdoors/Sports
8
Open outdoors interests
Firms Covered
3
Open teams/websites
Adviser Moves — Last 30 Days
No confirmed moves detected yet. Maggie monitors FINRA BrokerCheck, LinkedIn & firm sites daily — verified moves will appear here.
Filter by interest:
Adviser Profiles
Showing 21 advisers
Christopher M. Fedoriw, CFP®
VP / Wealth Management, Financial Advisor
Janney
📍 Camp Hill / Lemoyne, PA
Golf Hunting Skiing Fitness Penn State Football
16+ years as CFP®. Specializes in retirement, estate planning, trust services. Member of Cumberland County Young Professionals.
717.731.2106 · cfedoriw@janney.com
Lemoyne Branch Team Page LinkedIn BrokerCheck
Last updated: Apr 2025
Sarah Stival
Private Client Associate
Janney
📍 Camp Hill / Lemoyne, PA
Golf Family & Friends
Business Administration graduate (2019). 14+ years customer service. Joined Janney 2020. Based in Camp Hill, PA.
717.731.2102 · sstival@janney.com
Lemoyne Branch BrokerCheck
Last updated: Apr 2025
Martin Chronister
VP / Investments, Financial Advisor
Janney
📍 Camp Hill / Lemoyne, PA
Farm / Pets Rural Life
William & Mary graduate. 40+ years experience. Maintains a farm with his wife. Recommends custom portfolios.
717.731.2109 · mchronister@janney.com
Lemoyne Branch BrokerCheck
Last updated: Apr 2025
Alan S. Meminger
VP / Investments, Branch Manager
Janney
📍 Camp Hill / Lemoyne, PA
Travel Penn State Football
Bucknell University. 50-year career. Enjoys bridge, traveling, Penn State football. Branch manager at Lemoyne office.
717.731.2112 · ameminger@janney.com
Beth Freeman
VP, Wealth Management, CFP®
Janney
📍 Camp Hill / Lemoyne, PA
Health & Fitness Interior Design
Former aerobics instructor and personal trainer (9 years). Formerly with PNC. Focus on comprehensive planning, retirement, estate planning.
717.731.2111
Eugene Anastasio, Jr.
SVP / Investments, Branch Manager
Janney
📍 Camp Hill / Lemoyne, PA
Board Volunteer Outdoor Activities
25+ years assisting clients. Volunteers on charitable boards. Enjoys outdoor activities and family time.
717.731.2110 · eanastasio@janney.com
Bill Peck
First VP / Wealth Management, Financial Advisor
Janney
📍 Towson / Cockeysville, MD (Baltimore County)
Horse Farm Squash / Tennis Hospital Board
40+ years. Alex. Brown, Morgan Stanley, Brown Advisory. Lives on horse farm in Cockeysville with wife Bee. Trustee of Kernan Hospital Endowment. University of MD Medical System Investment Committee.
Towson Partners · Janney Towson
Towson Partners Team Page BrokerCheck
Last updated: Apr 2025
Ryan Stellmann, CFP®
Account Executive
Janney
📍 Towson, MD (Baltimore County)
Skiing Hiking Squash / Tennis
University of Maryland Finance. Baltimore County native. CFP®. Loves hiking, skiing, squash and tennis. Started at Janney HQ in Practice Management.
Towson Partners · Janney Towson
Neill Peck
AVP / Investments, Financial Advisor
Janney
📍 Ruxton, MD (Baltimore County)
Eastern Shore Good Shepherd School Board
Joined Janney 2018. Prior at Morgan Stanley and Tufton Capital. Board of Directors at The Good Shepherd School. Enjoys Maryland's Eastern Shore.
Towson Partners · Janney Towson
Paul Tomick
Managing Director, Financial Advisor
Janney
📍 Towson, MD (Baltimore County)
Youth Sports Coach Pressley Ridge Board
Joined Janney 2002. Executive VP, Towson Partners. Loyola Executive MBA, Wharton AWMA®. Coaches youth sports. Lives in Towson with wife Peggy.
Towson Partners · Janney Towson
Eric Miller
Senior Registered Private Client Associate
Janney
📍 Towson, MD (Baltimore County)
Capitals / Ravens / Orioles
Joined Janney 2006. Started at Alex. Brown & Sons 1993. Previously at Wachovia Securities. JMU graduate. Diehard Maryland sports fan.
Towson Partners · Janney Towson
Lexa Hubbard
Private Client Associate
Janney
📍 Towson, MD (Baltimore County)
Skiing Family Travel Hiking
Gettysburg College, CS degree. Started at Alex Brown & Sons 1996. Three children. Rejoined Janney 2005. Enjoys skiing, hiking, and travel with family.
Towson Partners · Janney Towson
Lindsey Williams
Private Client Associate
Janney
📍 Towson, MD (Baltimore County)
Painting / Art Home Renovation
Towson University, Fine Arts. Restoring a 1932 Tudor home. 15 years customer service. Managed Community Outreach for Baltimore investment group.
Towson Partners · Janney Towson
Kevin L. Bradley, AWMA®
SVP / Complex Director
Janney
📍 Lancaster, PA
Compass Mark Board Donegal Athletic Club
Joined Janney 1990. Lancaster native. Named Branch Manager of the Year 2014. On Wall Street Top 100 Branch Manager 2009. Former Brethren in Christ Foundation board.
717.519.4199 · kbradley@janney.com
Erich Dischert, CFP®
Financial Advisor
Raymond James
📍 New Castle, DE
Martial Arts Working Out
17 years experience. CFP®. Lives in New Castle with two sons Christian and Logan. From Magnolia, NJ. Adaptive Wealth Planning group.
Adaptive Wealth Planning · Raymond James Wilmington
Adaptive Wealth Planning Team Page BrokerCheck
Last updated: Mar 2025
Dawn Maddox
Financial Advisor
Raymond James
📍 Wilmington, DE
PTA Treasurer
Originally from Garnet Valley, PA. Lives in Wilmington with husband Brian, daughters Maddie and Emily. Joined Raymond James 2015. Long career across multiple financial firms.
Adaptive Wealth Planning · Raymond James Wilmington
Adaptive Wealth Planning BrokerCheck
Last updated: Mar 2025
Alyssum M. Keefer, AWMA®
Satellite Branch Manager — York, PA
Janney
📍 York, PA
Corporate & Affluent Families
Oversees 15+ financial professionals. Smith, Mayer & Liddle client admin since 2006. Serves corporate executives and affluent families. Extensive compliance background.
717.779.2769 · akeefer@janney.com
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Kowalski's Research Sources
FINRA BrokerCheck brokercheck.finra.org Licenses, employer history, disclosures
SEC IAPD adviserinfo.sec.gov RIA registrations, ADV filings, AUM
LinkedIn linkedin.com Career history, interests, connections
Firm Adviser Search Pages janney.com, raymondjames.com, ml.com, etc.
Local Business Journals Baltimore Business Journal, Philadelphia Business Journal, Central Penn Business Journal
Maggie Movement Alerts FINRA + LinkedIn daily monitoring — triggers profile pull when adviser moves
Firm Team Profiles
11 active firms · MD / DE / Lower PA
Edward Jones
Captive Broker-Dealer
🌐 edwardjones.com
Solo-practice model. Each adviser has their own branch page at edwardjones.com/[adviser-name]. No central team page — research individual adviser microsites.
12 advisers tracked
Adviser Search Deep Dive
Merrill Lynch
Wirehouse
🌐 ml.com
Teams listed at advisor.ml.com. Search by zip code. Many teams have branded team pages.
9 advisers tracked
Team Search Deep Dive
Wells Fargo Advisors
Wirehouse
🌐 wellsfargoadvisors.com
Adviser search at wellsfargoadvisors.com/locate-advisor. FiNet (independent) advisers have separate RIA websites.
8 advisers tracked
Locate Adviser Deep Dive
Raymond James
Regional BD
🌐 raymondjames.com
Team pages at raymondjames.com/[team-name]. Both RJA (employee) and RJFS (independent) advisers tracked.
7 advisers tracked
Find Adviser Deep Dive
LPL Financial
Independent BD
🌐 lpl.com
Independent advisers — each has their own RIA/firm website separate from lpl.com. Find via FINRA BrokerCheck or LinkedIn.
11 advisers tracked
BrokerCheck Deep Dive
Stifel
Regional BD
🌐 stifel.com
Adviser search at stifel.com. Strong fixed income research platform advisers reference with clients.
6 advisers tracked
Find Adviser Deep Dive
Janney Montgomery Scott
Regional BD
🌐 janney.com
Philadelphia-based regional. Team pages at janney.com/[branch]. Susquehanna Complex covers Lancaster / York / Lemoyne PA. Towson Partners covers Baltimore County MD.
FNB team recently moved here — Lancaster PA branch. Profile pull needed. Names TBD.
5 advisers tracked
Find Adviser Deep Dive
RBC Wealth Management
Full-Service BD
🌐 rbcwealthmanagement.com
Team profiles at rbcwm-usa.com. Canadian parent — advisers often globally oriented.
4 advisers tracked
Find Adviser Deep Dive
UBS Financial Services
Wirehouse
🌐 ubs.com/us
UBS Financial Services. Adviser search at financialservicesinc.ubs.com. HNW/UHNW focus.
5 advisers tracked
Find Adviser Deep Dive
Morgan Stanley Wealth
Wirehouse
🌐 morganstanley.com/wealth
Team profiles at morganstanley.com/wealth/team/[team-name]. SMA/managed account heavy.
7 advisers tracked
Find Adviser Deep Dive
Commonwealth Financial
Independent BD
🌐 commonwealth.com
Independent advisers. Each has own RIA website. Commonwealth rated #1 IBD by J.D. Power. Find via commonwealth.com/advisor-search.
4 advisers tracked
Find Adviser Deep Dive
Priority Profiles Needed
Adviser Name Firm Requested Status
FNB Team (names TBD)
Former FNB → Janney Lancaster PA
 Janney May 2025 Pending
Placeholder — Adviser 2
Edward Jones (MD territory)
 Edward Jones — Pending
Placeholder — Adviser 3
LPL Financial
 LPL Financial — In Progress
Placeholder — Adviser 4
Morgan Stanley (DE)
 Morgan Stanley — Pending
Placeholder — Adviser 5
RBC Wealth Management
 RBC Wealth — Done
↗ FNB → Janney Lancaster Branch Move
A team previously at FNB has recently moved to Janney's Lancaster, PA branch. Adviser names are not yet confirmed. Once names are known, tell Kowalski to pull full profiles: LinkedIn, FINRA BrokerCheck, firm bio, public web mentions, and AUM estimates.

How to Request a Profile

Tell Kowalski the adviser name and firm. He will pull:

  • LinkedIn profile (career, education, interests)
  • FINRA BrokerCheck (licenses, history, disclosures)
  • Firm bio page / team page
  • Public web mentions (press, board roles, community)
  • AUM estimates (SEC IAPD or ADV filing if RIA)
  • Social signals (X/Facebook if public)

Profiles are added to the Adviser Profiles tab above. Existing cards are updated when new info surfaces.

Queue Stats
Total requests5
Pending3
In Progress1
Completed1

✨ WOW Events

Relationship-building event ideas mapped to adviser interests. Use public/professional information only, confirm firm compliance rules, and avoid anything that could feel intrusive.

🏓 Pickleball Clinic

Broad, social, easy to invite mixed-experience groups. Strong fit for fitness/social interests.

⛳ Golf Lesson Day

Best for golf-heavy teams. Short-game clinic is easier than a full outing.

🐾 Pet Portrait Day

Memorable and family-friendly; strong match for pet/farm/rural-life profiles.

🏇 Manor Races / Horse Races

Good Mid-Atlantic countryside fit for horse, farm, and outdoor interests.

🎾 Tennis / Squash Roundtable

Great for Towson/Cockeysville tennis and squash interests.

🎯 Sporting Clays / Range Day

Potentially high engagement for hunting/outdoor interests; needs extra compliance and safety review.

Kowalskii Researched by Kowalskii · Last refreshed: May 5, 2026 at 3:57 AM EDT · Updates daily