Our Team

Peter H. Sargent, CFA, CFP®
Executive Vice President/ Wealth Management, Financial Advisor


Peter has 25 years of industry experience and holds both the CFA designation and CFP® certificate, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He uses this exceptional background to help serve the needs of a small group of wealthy families and small to medium sized foundations and institutions. His client base is an eclectic mix of people that include hedge fund principals, current or former presidents or CEO's of public companies, a number of founders of privately held corporations and several non-profit institutions.

Peter has been featured on several national broadcasts as a spokesperson discussing a variety of financial topics. In addition, Peter was featured in On Wall Street magazine's “Top 40 Advisors Under 40”, was selected to the annual Barron's “Top Advisers” in 2009, 2010, 2012, and 2017 - present, named in the Financial Times "Top 400 Financial Advisors" list in 2017 and 2018, and made the "Best-in-State Wealth Advisor" list by Forbes in 2018 - present.

He serves as Chairman Emeritus of Janney's Financial Advisor Council, is a member of the New York Society of Security Analysts, a member of the University of Delaware Financial Planning and Wealth Management Advisory Board. He is a former Board Member of the Alumni Association at the University of Delaware's Business School.

Peter and his wife, Amy, reside in Upper Makefield, PA with their four children.

Yardley, PA

Ryan J. Hamilton, CFP®, RIS
Financial Advisor


Ryan is a Financial Advisor who is committed to maintaining the highest standards of integrity and professionalism while offering long term financial strategies to families, high net worth individuals, and successful business owners. 

Ryan graduated with honors from Vanderbilt University with degrees in both Economics and Corporate Strategy, while also serving as a four year starter at free safety, and captain of the football team. After pursuing a career in professional football, Ryan began working in the wealth management industry, which then led him to begin his career as a financial advisor at Merrill Lynch. He joined Sargent Wealth Management in 2014.

Ryan was featured in Forbes Magazine for America's "Top Next Generation Wealth Advisors" as a rising star in the industry in 2017 & 2018. In 2019, he was featured in Forbes Magazine as the #22 "Next-Generation Best-in-State" wealth advisor in Pennsylvania. He is a CERTIFIED FINANCIAL PLANNER™ and a Retirement Income Specialist.

Ryan and his wife, Laura, live in Holland, PA with their daughter, Ella. He stays active by serving as the networking chair for his local college alumni chapter. He also enjoys playing golf and other competitive sports, while giving back to his community. 


Christine Lindsay, CFP®CRPC® 
Associate Vice President/Wealth Management, Senior Account Executive


Christine has been working with Peter since 1999 and holds her Series 7 and Series 66 licenses and the Chartered Retirement Planning CounselorSM designation. In addition to these achievements, Christine passed the final CFP® exam which further shows her dedication to providing the team's clients with the highest level of expertise and support.

Christine handles all operational and administrative issues for the team while providing first-class service. She is undoubtedly viewed by Peter as an integral part of their business. He feels strongly that Christine's exceptional attitude, intelligence, work ethic and client focus account for a large portion of their team's success. Christine and her husband, Scott, currently live in Levittown, PA.



Raleigh, NC


Jeremy DeFalco, CFP®, AWMA®, CRPC®
Associate Vice President/ Wealth Management, Financial Advisor


Jeremy De Falco has worked in financial services since 2001. Originally with Morgan Stanley, Jeremy joined Rooth Investment Partners in August, 2005.  He attended East Carolina University, and was graduated with a BSBA in Finance and a minor in Business Administration.

Jeremy's responsibilities include daily client contact, relationship management, trade execution, research, and investment analysis. Jeremy is a CERTIFIED FINANCIAL PLANNER™ and also holds the designations of Accredited Wealth Management Advisor (AWMA) and Chartered Retirement Planning Counselor (CRPC). Jeremy and his wife, Amy, live in Raleigh.


Batchelor Noah, CFP®
Associate Vice President/ Wealth Management, Financial Advisor


Batch Noah has worked in financial services since 2001; previously with the Bank of America Private Bank and UBS Financial Services, he joined Janney in 2009.  Batch focuses on comprehensive financial planning for our clients. These services range from investment and insurance strategies to custom retirement, trust and estate planning.

Batch attended the College of Charleston and was graduated with highest honors from Campbell University with a Master's degree of Trust and Investment Management.  He is also a CERTIFIED FINANCIAL PLANNER™.  He and his wife, Laura, live in Raleigh with their daughters, Eva and Zimrie.


Caleb Thompson, AWMA®
Registered Private Client Associate


Caleb joined Janney Montgomery Scott as an intern in 2015, and he is now in the role of Registered Private Client Assocate. Caleb holds the series 7 and series 66 licenses as well as the North Carolina life and health insurance licenses. Caleb attended Liberty University where he received his bachelor's degree in Business Finance.

Caleb is currently in the process of obtaining his Certification of Financial Planning designation. He is a dedicated, hard-working individual who is eager to learn his new role with Janney as it evolves. Caleb currently lives in Raleigh, North Carolina, and enjoys spending time with friends and family.


We are also supported by a team of wealth management professionals and investment strategists working out of Janney's corporate headquarters in Philadelphia, PA. Their exceptional depth and breadth of experience in the areas of comprehensive financial planning, portfolio management, and asset protection, allow for the level of highly specialized financial management you expect.