Janney’s leadership team and executive committee are composed of respected professionals with extensive industry knowledge, veteran insight, and a shared strategic vision for the future. With many able to draw upon their own backgrounds as advisors, this team and committee understand the demands and rewards of your profession, and they are here to help you succeed.
Primary support comes from your Branch, Complex, and Regional Managers. With years of industry experience, they serve as both mentors and managers, allowing you the freedom to run your own practice while working with you to help it grow.
SWFL Generational Wealth Management | www.naplesgenerationalwealthmanagement.com
The Kelly Group | www.kellygroupjanney.com
Ohlman Wealth Advisory Group
Ardent Wealth Management | www.ardentwealthjms.com
GFM Advisory Group | www.gfmadvisorygroup.com
Jones & Knoll Wealth Management Group | website
SWFL Generational Wealth Management | www.naplesgenerationalwealthmanagement.com
Sailfish Wealth Management Group | www.sailfishwmg.com
Stephen J. Spahr, Senior Vice President/Wealth Management, Financial Advisor | www.stephenspahr.com
Legacy Wealth Advisors | www.legacywealthadvisors.net
Brown, Corradi & Guandolo Wealth Management | www.bcgatjanney.com
Edward Paskin, Vice President / Wealth Management, Financial Advisor | www.edwardpaskin.com
Tim serves as complex manager for Janney's Boca Raton, Naples, and Sarasota branch offices. He joined Janney in March of 2020 as the Florida and Southeast Regional Business Development Consultant. He began his financial services career in 1998 as a Financial Advisor at Morgan Stanley in Red Bank, New Jersey. Tim transitioned to a leadership role in 2000 in New York City and, in 2003, joined Smith Barney. He held branch, regional, and executive leadership positions at Smith Barney before moving to South Florida to become the first Complex Office Manager in Fort Lauderdale. In 2009, Tim moved to Wells Fargo Advisors, where he led the Private Bank Financial Advisors from Palm Beach to Miami.
Being a Financial Advisor is both a privilege and a commitment. I am entrusted to make recommendations to my clients to manage and protect their financial assets. No matter where you are in life — just starting out, in your peak earning years, nearing retirement, or contemplating your legacy — I am here for you. When you work with me, it’s about going beyond investing. It’s about connecting your life and your finances.
This dedication is supported by my partnership with Janney. With Janney, I have the executive management team and corporate staff support system which allows me to tailor a plan specific to your goals.
I have over 39 years of experience in the financial industry, working at a number of financial firms before joining Janney. My securities licenses include 7, 3, 4, 5, 12, and 24 and 53. I also hold the Accredited Wealth Management Advisor℠ designation.
Outside of the office, I am a Board member and former Chair of Kids in Distress. I am also on the foundation board of the Florence Fuller Child Development. I also enjoy golf, skiing and reading.
John Iervolino started in the financial industry in 1992 and brings 30 years of capital markets and management experience to the team. Prior to joining Janney John spent his career making markets, trading equities, managing trading desks and servicing institutional clients, while working for firms such as Paine Webber, Citigroup, and Fleet Bank.
John holds FINRA series 7, 9, 10, 24, 55, 57, 63 and 65 licenses.
John lives in Palm Beach Gardens with his wife Hina and has been very involved with youth baseball in Palm Beach County for the past 20 years. He has coached at many levels, from winning 3 Florida State Little League Championships to coaching and mentoring young players at William T Dwyer High School. John has also spent time volunteering with the Miracle League of Palm Beach County and SACSN the Student Athlete Community Service Network.
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.
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.
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.
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.
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.
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