The Eastern NC Complex
We will coordinate the services of a team of professionals, delivering the experience and knowledge necessary to help guide you through various investment decisions, regardless of changes to your situation.
We can help you choose the appropriate equities or fixed income vehicles in which to invest, or can oversee a comprehensive financial plan for your family’s long-term financial goals.
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William H. (Bill) Sewell
Complex Manager
About William

Bill Sewell has worked in the financial services profession for more than 40 years focusing on wealth management for individuals and families, and on the development and management of branch locations for leading firms. Bill works directly with the great people working in our Janney Montgomery Scott offices in Raleigh, Goldsboro and Cary. 

Bill was chosen to serve on the Managers' Council for three separate terms during his 27 year tenure at Smith Barney (and predecessor firms). There he was honored to be recognized in On Wall Street magazine as one of the country’s “Top 100 Branch Managers”, an award based on nominations from his fellow associates and his firm. Nominees are evaluated on profitability, leadership, dedication to superior client service and their ability to recruit, develop and retain talented advisors. Winners are chosen by a panel of independent judges. He also served on The Financial Advisor Board of Scott & Stringfellow. He is currently a member of The Branch Office Manager Council at Janney Montgomery Scott.

Throughout his career, Bill has been active in his church and in the community through his volunteer service and board positions with various charitable organizations.

Bill considers his most important accomplishment to be a shared accomplishment with his wife, it’s their loving marriage of more than 40 years, their four remarkably fine sons, three daughters-in-law and five beautiful grandchildren. 

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Mel Broughton III
Financial Advisor
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Peter Adcroft
First Vice President, Financial Advisor
About Peter
With over 30 years of industry experience, Peter J. Adcroft strives to provide excellent service as he guides his clients through the phases of investing: wealth accumulation,  wealth preservation and wealth distribution. Prior to joining Janney, Peter spent 23 years at Smith Barney and later 8 years at UBS Financial Services.

Born and raised in Scranton, Pennsylvania, Peter graduated Cum Laude from the University of Rochester with two majors and played varsity football during his 4 years in attendance. He later earned a Law Degree from Wake Forest University prior to entering the financial services field.

Peter is a past board member of the Make a Wish Foundation of North Carolina and coached Pop Warner Football for many years in Raleigh. In his free time, Peter likes to golf, go water and snow skiing, and play pickle ball. He’s been married to his wife, Amy, for over 30 years and together they have 4 children.

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Sargent Wealth Management
of Janney Montgomery Scott LLC
About Sargent
Peter H. Sargent, CFA, CFP®
Jeremy DeFalco, CFP®, AWMA®, CRPC®
Batchelor Noah, CFP®
Caleb Thompson, AWMA®

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Fried Mouro Group
of Janney Montgomery Scott LLC
About Fried
Philip L. Fried, CFP®, CRPC®, CPFA
First Vice President / Wealth Management, Financial Advisor
Robert V. Mouro, CFP®, CRPC®, CPFA
First Vice President / Wealth Management, Financial Advisor
Crystal Woodberry
Registered Private Client Associate
Shana Clark
Private Client Associate

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Jimmy R. Hare
Senior Vice President / Wealth Management, Financial Advisor
About Jimmy

Jimmy R. Hare, CRC®

Senior Vice President / Wealth Management, Financial Advisor

Cynthia Jones

Private Client Associate

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Harlon Neal, CRPC®
Vice President / Wealth Management, Financial Advisor
About Harlon
Harlon began his career in the financial industry in 1986, serving as Branch Manager and District Manager at American General Finance for 10 years. He then moved on to Wachovia Securities & Wells Fargo Advisors, where he served as Vice President/Financial Advisor for seven years. Prior to joining Janney, Harlon served as Vice President/Financial Advisor at Merrill Lynch for 13 years.
Harlon obtained his BSBA degree from East Carolina University (ECU), where he studied Business Administration with a concentration in Marketing and was a member of the Phi Sigma Pi National Honors Fraternity. Prior to attending ECU, Harlon played for Ferrum College’s football team, under the legendary Coach Hank Norton, during the ’79 and ’80 seasons, which he credits for the instilling of his core values and discipline. Harlon holds the A&H Property and Casualty, Long-Term Care Insurance, and Series 7, 63, and 68 licenses. He is also a Certified Retirement Planning CounselorSM.
Harlon has a passion for giving back to his community and investing in the youth for future leadership. He serves as Vice President of Finance for the Tuscarora Council BSA Scouting and Board Member of the Greater Neuse Chapter Fellowship of Christian Athletes. He is an active member and previously served as Past President of the Kiwanis Club of Goldsboro and Lt. Governor of the Carolina’s District. Harlon also narrated the Friends of Scouting Recruiting Video and does the color commentary for high school football on his local radio station.
Harlon and his wife, Allison, a Pharmacist at Cherry Hospital, have two children, Cody and Hannah. Cody is currently enrolled in Duke University’s Accelerated Nursing Program, and has an undergraduate degree from East Carolina University. Hannah attends UNC-Wilmington and also plans on pursuing a nursing career.
Outside of the office, Harlon enjoys spending time with his family. They enjoy attending Duke, East Carolina, and UNC-Wilmington athletic events, as well as spending time at South Topsail Beach and boating the Intercostal Waterway. Harlon has a passion for ACC basketball history and collecting sports memorabilia, especially Duke. He also enjoys doing color commentary broadcasts for local high school football. Harlon also strives to make a difference in caring for animals, especially cats and dogs, and supporting numerous rescue missions. He lives by the philosophy that every day is a new gift and an opportunity to make a difference.

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Jackson/Bourgeois Wealth Management Group
of Janney Montgomery Scott LLC
About Jackson/Bourgeois

Jeffrey Jackson

Senior Vice President, Financial Advisor

Meagan Bourgeois

Vice President, Financial Advisor

Athena Doty

Senior Registered Private Client Associate

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Jesse G. Parks
Senior Vice President / Satellite Branch Manager
About Jesse
Jesse Parks
Senior Vice President/Satellite Branch Manager
Alice Royal
Senior Registered Private Client Assistant 

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John P. Irby, IV
Financial Advisor
About John
With nearly 30 years of advisory experience, John P. Irby, IV serves as a Financial Advisor at Janney Montgomery Scott LLC. Throughout his career, John has been based in his hometown of Raleigh, North Carolina, and has specialized in helping his clients achieve their financial goals, with the best advice, services, and solutions in the industry.

Over the past three decades, John has taken pride in maintaining numerous long-term individual, family, and institutional relationships that have been developed as a result of excellent client service. John has extensive fixed income experience and conducts his own credit analysis. He is supported by a team of fixed income professionals working out of Janney’s corporate headquarters in Philadelphia, PA. Knowledge, ability, and experience allow Janney’s seasoned Fixed Income professionals to provide client-first solutions in today’s ever-changing markets.

In 2016 John moved his practice to Janney because it is a private, independently operatedregional firm, outside of the banking industry, that puts client’s interests first.

A combination of an MBA from Wake Forest University, a Bachelor’s degree in Economics from Hampden-Sydney College, and a two year bank training program in corporate lending, has given John a unique ability to analyze and understand a company’s balance sheet.Deeply rooted in the Raleigh financial services industry, prior to Janney, John’s tenure includes stretches at Scott & Stringfellow (now BB&T Securities) and Wheat, First, Butcher & Singer.

John has been happily married for over 25 years and has two beautiful children.

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Kline Wealth Management
of Janney Montgomery Scott LLC
About Kline
John R. Kline
Executive Vice President / Wealth ManagementExecutive Vice President, Financial Advisor
Joshua P. Brien
Account Executive
Nicole K. Apen
Private Client Assistant

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A. Howard Wheeler, AWMA®
First Vice President, Financial Advisor
About A.
Mr. Wheeler has been with Janney Montgomery Scott since 1982, and serves as First Vice President/Private Client Group. He was attracted to Janney because of the company's regional footprint, dedication to excellence and access to financial products and services. Prior to joining Janney, he worked in London, UK, with Lloyds Insurance brokers Hobbs Saville & Co. in non-marine insurance placement, and in Philadelphia with Balis & Company, Reinsurance brokers. In the investment arena, his prior association was with Auchincloss Parker & Redpath and Smith Barney.

Mr. Wheeler attended Bromley College in Bromley, UK, and received his bachelor's degree in economics and mathematics. He also held an associate diploma of the Chartered Insurance Institute in London. He currently holds his Series 7, 63, and 66 licenses; as well as various Life and Annuity licenses.

With his wife, Sally, he resides in Greenville, North Carolina. They have two sons and three dogs. He travels and enjoys discussing domestic and international politics. He serves as an Elder at the First Christian Church (DOC) in Greenville, and is also a member of Kiwanis of Greenville.

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Livengood Strategic Wealth Advisors
of Janney Montgomery Scott LLC
About Livengood
Keith E. Livengood, AWMA®, CRPC®
Executive Vice President/Wealth Management, Financial Advisor
Lauren T. Harper, CFP®, AWMA®, CDFA®
Financial Advisor
Mike Uhland
Financial Advisor
Julie S. Layne
Registered Private Client Assistant

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Oak Creek Wealth Advisors
of Janney Montgomery Scott LLC
About Oak

Ande Creekmore, CFP®, CRPC®

Executive Vice President / Wealth Management, Financial Advisor

Jennifer Sales

Private Client Assistant

Kelly Forrester

Registered Private Client Assistant

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The Kraft Hiagler Group
of Janney Montgomery Scott LLC
About The

Jim Kraft

Senior Vice President/Investments, Financial Advisor

Lupton Haigler

Vice President/Investments, Financial Advisor

Anita Mcleod

Private Client Associate

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Horne Rhyner Group
of Janney Montgomery Scott LLC
About Horne

Barry Horne

Vice President / Wealth Management, Financial Advisor

Jillian H. Rhyner, CFP®

Financial Advisor

Shana Clark

Private Client Associate

Supported By

We collaborate with other Janney specialists, as needed, who have in-depth experience in specific disciplines. Together, we can assess your unique situation, analyze difference strategies, and develop a plan fit for your unique needs and goals.

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Dan Wantrobski, CMT®
Managing Director, Director of Research
About Dan

Dan Wantrobski is Director of Research at Janney Montgomery Scott and has over 20 years of industry experience as a technical analyst and strategist.


Mr. Wantrobski spent the first 10 years of his career at Paine Webber and UBS, where he developed his knowledge as a technician and macro strategist following the equity, fixed income, commodity, and currency markets. He has also spent time at Fox Pitt Kelton, Bedford Quantitative, and New Albion Partners. From 2008 to 2016, Mr. Wantrobski served as Janney’s technical strategist.


Mr. Wantrobski regularly comments in the media on key issues arising in the industry, with appearances in outlets such as The Wall Street Journal, Reuters, The Philadelphia Inquirer, CNBC, Fox Business, and Bloomberg TV. He is also a frequent speaker at financial industry conferences, including the Ernst & Young Annual Firm Conference where he has served as a guest speaker for the last five years.


Mr. Wantrobski is a Chartered Market Technician ® (CMT) and attended Villanova University, graduating cum laude with a B.S. in Finance.


He currently resides in Moorestown, NJ where he volunteers as a firefighter with Relief Engine Co. 312.

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Debra Roey
Vice President, Retirement Plan Services Director
About Debra

Debra S. Roey joined Janney Montgomery Scott LLC in November 2006, as Janney Retirement Plan Services (JRPS) Manager. JRPS was founded in 1982 to provide Janney’s Corporate Retirement Plan Clients with support in plan design analysis, proposal procurement and review, investment fiduciary services, technical expertise, and problem resolution.


Debra has over 30 years of experience in the Retirement Plan arena. Prior to joining Janney, she served as Regional Director with Union Central Life Retirement and Investment Services. During her tenure, she received numerous sales awards including qualification for the company’s highest society membership. She also served on several corporate committees involved with Strategic Planning and Product Development.


Debra earned a B.A. in Business Administration from Rutgers University.

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Greg Drahuschak
Market Strategist
About Greg

Greg Drahuschak joined Janney in 1991. He has over 45 years of economic experience and provides daily, weekly, and monthly market commentary, with a particular focus on the equity market, to Janney and our clients.


Prior to joining Janney, he worked as a retail broker with—and eventually transitioned into the research departments of—Butcher & Singer and Wheat First Securities. He was also an instructor at Robert Morris College and the University of Pittsburgh.


Greg has written articles for several newspapers and websites, and has been the featured financial professional on many live radio broadcasts. 


He earned his B.A. in fine arts from the Indiana University of Pennsylvania, as well as certificates from the Wharton School of the University of Pennsylvania and from the New York Institute of Finance.

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Guy LeBas
Chief Fixed Income Strategist, Janney Montgomery Scott LLC Director, Custom Fixed Income Solutions, Janney Capital Management
About Guy

Guy LeBas is Janney’s Chief Fixed Income Strategist, as well as Head of Fixed Income for Janney Capital Management. As Strategist, he is responsible for providing direction to the Firm’s clients on the macroeconomic, interest rate, and bond market investing climate.


Guy authors bond market periodicals, which provide relative value recommendations across the fixed income spectrum. With Janney Capital Management, Guy is responsible for overseeing the Firm’s discretionarily managed bond portfolios, which take a client-tailored approach to generating consistent income across interest rate environments.


Guy joined Janney in 2006. Prior to joining Janney, Guy served as Interest Rate Risk Manager for U.S. Trust’s bank asset and liability portfolios, a role in which he oversaw risk and return on $20 billion of bank assets and derivatives.


Guy is also a frequent guest on CNBC, Bloomberg TV and Fox Business News, as well as a regular speaker at financial industry conferences. He received his education from Swarthmore College, holds an M.S. in Applied Economics from Johns Hopkins University, and is a CFA Charterholder.


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Jack Cintorino
Vice President, Senior Financial Planner
About Jack

Jack Cintorino, based out of the Alexandria, VA branch, provides assistance and support in many aspects of financial planning to Janney’s Financial Advisors and their clients. Prior to joining Janney, Jack was employed at AXA since October 2012 as Director / Lead Manager and Senior Case Design Consultant focusing on Estate and Charitable Planning. He holds a BA degree from State University of New York at Stony Brook, and Juris Doctor (JD) degree from Touro College School of Law.


Jack has been a featured guest on a cable television investment program, has had several articles published within the industry, and has been a guest speaker at numerous industry and public seminars.

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Jay L. Guyer, CFP®
Vice President, Senior Financial Planner
About Jay

Jay Guyer serves as Vice President, Senior Financial Planner in Janney Montgomery Scott’s Wealth Planning Department. He focuses on supporting the advanced financial planning efforts for the Firm’s Western region. In his role, Mr. Guyer serves as a resource for Financial Advisors working with complex client-planning needs to assist clients with meeting their goals and objectives. Mr. Guyer is based in Janney’s Pittsburgh, PA office.


Mr. Guyer has more than 30 years of experience in the financial services industry. He joined Janney from M&T Bank/Wilmington Trust, where he served as a Senior Financial Planner supporting their Western Pennsylvania and New York branches. Prior to M&T Bank, he spent time as the Director of Financial Planning with Omega Bank in State College, PA. He also served as a Financial Planner with The Vanguard Group.


Mr. Guyer is a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®). He also holds his Series 6, 7, 24, 63 and 65 securities licenses and earned the Pennsylvania Life, Accident & Health, Fixed and Variable Annuity licenses. Mr. Guyer received his JD and LLM in Tax Law from Taft Law School and has a Bachelor’s degree in Education from Juniata College.

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Kim (Termine) Beil, CFP®
Vice President, Director of Managed and Insured Solutions Group
About Kim

Kim Beil serves as Director of the Managed and Insured Solutions Group in Janney Montgomery Scott’s Wealth Management department. In this role, Ms. Beil oversees the daily activities of the Managed and Insured Solutions Group and is responsible for promoting both advisory and insured solutions for the firm.


Ms. Beil is an active member of the Firm, the industry, and is involved in several community organizations. At Janney, she is a member of the Firm’s Women’s Interactive Network (WIN). She is also a founding member for Girls on the Run Philadelphia, a non-profit program that encourages preteen girls to develop self-respect and healthy lifestyles through running. Currently, she volunteers with the Neucrue Cancer Foundation.


A graduate of Drexel University, Mrs. Beil holds a B.S. in business administration, and has over 15 years of financial services industry experience at Janney. She is an Accredited Wealth Management Advisor℠ (AWMA®), holds an insurance license, and is a LEADERSHIP Philadelphia Fellow.


In her spare time, Ms. Beil enjoys running and challenging herself in half marathons.

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Mark D. Luschini
Chief Investment Strategist, Janney Montgomery Scott LLC President and Chief Investment Officer, Janney Capital Management
About Mark

Mark Luschini is the Chief Investment Strategist for Janney Montgomery Scott LLC, leading the Investment Strategy Group. In that capacity Mark is responsible for establishing the Firm’s broad outlook relating to conditions in the capital markets and the economy and to develop investment strategies that align with the best interest, goals, and objectives of individual and institutional clients. He also establishes the Firm’s asset allocation models used for portfolio construction and financial planning.


As Chief Investment Strategist, Mark serves as the Janney's investment spokesperson, offering national market commentary and developing asset allocation models and investment strategies. He chairs the investment committee and actively interfaces with both current and prospective clients.


Additionally, Mark directs Janney Capital Management, the Firm’s discretionary investment management division. Under his leadership, Janney Capital Management has delivered competitive investment results across multiple strategies. The total assets under management has grown to more than $4 billion, with nearly $3 billion in traditional equity and fixed income assets, and over $1 billion in various strategic and tactical asset allocation strategies utilizing exchange-traded solutions and mutual funds. Mark served on the Board of Managers for Janney, and currently serves as a Trustee for the Firm’s Pension & Profit Sharing Plan. He is a member of the Janney Wealth Management Department’s Mutual Fund and Alternative Investment Committees.


In Janney Capital Management, Mark chairs the Investment Committee which sets asset class and sector policy and directly participates in managing the equity, fixed income, and asset allocation strategies under its advisory. Mark has spent more than 30 years in the investment industry. He utilizes that experience to speak on topics related to macroeconomics and investment management at seminars and conferences.


His comments and written articles have been circulated in numerous publications ranging from the Wall Street Journal and Barron’s to the New York Times, USA Today, Financial Times, and Money magazine. He has appeared in various media outlets including CNBC, Bloomberg Television, Fox Business News, and CNN.


He has a BA and MBA from Gannon University and holds the Chartered Market Technician (CMT) designation from the Market Technicians Association

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Martin Schamis, CFP®, MBA
Vice President, Head of Wealth Planning
About Martin

Martin Schamis is responsible for the strategic direction of the Wealth Planning Team, supporting more than 850 Financial Advisors who advise Janney’s private retail client base.


Martin joined Janney from the Vanguard Group where he spent the majority of his 11-year tenure as Senior Manager of Financial Planning and Advice Services. Prior to Vanguard, Martin worked as a Financial Advisor for Morgan Stanley. Martin graduated with a Bachelor’s degree in Physics and Art from the University of Delaware and received an MBA in Finance from St. Joseph’s University.

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Mike Halloran, CFA
Equity Strategist
About Mike

Mike Halloran serves as an Equity Strategist in Janney’s Investment Strategy Group. Bringing over 20 years of financial service experience to Janney’s established team of professionals, Mike analyzes all asset classes with particular emphasis on equity research.


Prior to Janney, Mike was Vice President of Market Strategy for BPU Investment Management Group, and was responsible for the development of the firm’s global outlook and implementation of numerous investment strategies. His previous experience includes performing equity research for large cap core and growth mutual funds, and working in PNC’s investment banking organization supporting M&A, high yield, private placement, loan syndication, and derivative security transactions. He is also an adjunct finance professor and former aerospace research engineer.


Mike received his B.S. in Mechanical Engineering from the University of Pittsburgh, M.B.A. from Carnegie Mellon University and his M.S. in Mechanical Engineering from the University of Florida. He also holds the Chartered Financial Analyst (CFA) designation.

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Shurdonna S. Joseph, CFP®
Vice President, Director of High Net Worth Consulting
About Shurdonna

Shurdonna serves as the Director of Janney’s High Net Worth Consulting group. In this role, she collaborates with Financial Advisors to fully assess clients’ needs, identify a range of potential strategies, and coordinate product solutions for those with significant wealth.


Shurdonna has more than 15 years of progressive experience in the investment-management industry. She joined Janney in 2017 as a Senior Financial Planner. Previously, Shurdonna was a Financial Advisor in Vanguard Personal Advisor Services®, where she provided investment guidance and financial-planning services to high-net-worth clients and their families. Shurdonna also served in Vanguard’s Education Savings Group, where she focused on 529 Plans and college-savings strategies. While at Vanguard, Shurdonna had the opportunity to rotate through several of the firm's departments, including Retirement Plan Services, International, and Retail Investor Group, as part of their Accelerated Leadership Development Program.


Shurdonna has earned the Certified Financial PlannerTM designation and holds FINRA Series 7 and 63 licenses. She received her Juris Doctor (J.D.) from Temple University Beasley School of Law and has a Bachelor of Science in Finance from Morgan State University Earl G. Graves School of Business and Management.


Shurdonna is an active leader in her region's nonprofit community and currently serves as a board member and a member of the finance committee of Philadelphia's Magic Gardens. She’s also a member of the Financial Ministry at her church, as well as a member of Alpha Kappa Alpha Sorority, Inc.

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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.