Our Team

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.

Naples's Photo
Naples Office
of Janney Montgomery Scott LLC
Sarasota's Photo
Sarasota Office
of Janney Montgomery Scott LLC
About Sarasota

SWFL Generational Wealth Management | SWFL Generational Wealth Management | Naples, FL | Financial Advisors | Janney

Ohlman Wealth Advisory Group

Ardent Wealth Management | www.ardentwealthjms.com

Boca's Photo
Boca Raton Office
of Janney Montgomery Scott LLC
About Boca

Legacy Wealth Advisors | www.legacywealthadvisors.net

Brown, Corradi & Guandolo Wealth Management | www.bcgatjanney.com

The Heritage Group | www.heritagegroupjms.com

Edward Paskin, Vice President / Wealth Management, Financial Advisor | www.edwardpaskin.com

John Kuris CRPC®, Vice President / Investments, Financial Advisor | John Kuris | New York, NY | Financial Advisors | Janney

Michael Levin AWMA®, CLTC, Senior Vice President / Wealth Management, Financial Advisor | https://advisor.janney.com/michaellevin

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Timothy Ratty
Complex Director
About Timothy

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.

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John Iervolino
Complex Operations Manager
About John

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.

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Christine Levine
Sarasota Branch Operations Manager
About Christine

Christine Levine joined Janney in February of 2013 and has over 20 years of experience in the Financial Services Industry. Prior to joining Janney, Christine held various roles with Donaldson, Lufkin and Jenrette in New York City, Morgan Keegan and Morgan Stanley in Sarasota, FL. Christine oversees compliance, operational, administrative, and client support functions for the Sarasota Branch. She also assists in the ongoing development and maintenance of the Branch’s client relationships. Christine earned her BS degree in Business Education from The City University of New York Baruch College and she also holds FINRA licenses Series 7, 63, 66, and the General Securities Sales Supervisory Series 9 & 10 Licenses.


Along with her husband and their son, they are very active in their Lakewood Ranch, FL community. They enjoy watching and supporting their son play in youth baseball, basketball and flag football leagues.

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Michael Levin, AWMA®, CLTC
Senior Vice President/Wealth Management, Financial Advisor
About Michael

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.

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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Ed Smith
Senior Tax and Estate Planner
About Ed

Ed advises Janney clients and their families through their unique investment journeys by providing advanced estate planning, wealth transfer, and income tax planning strategies. In addition, Ed develops tailored financial planning for high-net-worth clients by reviewing their complex needs and goals to help ensure their legacy benefits the heirs and charities they care about the most.

 

Ed has a diverse financial background with over three decades of varied experience including serving as a principal for a national public accounting firm, trust counsel for major financial institutions, and as a practicing trusts and estates lawyer. He has extensive experience in estate, fiduciary, and individual income tax planning for ultra-high net worth clients. He also has significant experience with asset protection planning, closely held business owners, and entity structuring.

 

Ed was previously a practicing tax and estate planning lawyer in Connecticut and Florida and has been a frequent speaker at seminars on various tax, financial, and estate planning topics. He previously served on the editorial advisory board for a national estate planning publication, and has been a speaker for the FICPA, regional and national ABA conferences, and the Florida Attorney/Trust Officer Liaison Conference, among others.

 

Ed received his J.D. from Quinnipiac University and his B.B.A. in Accounting from St. Bonaventure University. His professional affiliations include East Coast Estate Planning Council; The Florida Bar, Member RPPTL Section; New York State Bar Association; Connecticut State Bar Association; Boca Raton Estate Planning Council, Board Member; South Palm Beach County Bar Association; and United States Tax Court. He has served, or is serving, on the board of directors or committees for various community organizations including America Red Cross; Boca Raton Historical Society; Boca Raton Museum of Art; Greater Boca Raton Chamber of Commerce; Humane Society of Broward County; Leaders in Furthering Education; Leukemia and Lymphoma Society; and State of Israel Bonds Corporation.

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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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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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Robert Wheeler, CLU®, ChFC®, CLTC®
Regional Insured Solutions Director
About Robert

Robert Wheeler serves as a Regional Director for Janney’s Insured Solutions Group. In this role, he is responsible for developing annuity and insurance opportunities, providing a consultative approach and external support to the region’s Financial Advisors as they address their client’s financial needs.

 

Professional Experience

Mr. Wheeler has more than 10 years of experience in the financial services and investment industry. Before joining Janney in 2019, he was a Market Leader with BB&T Bank and a Regional Vice President with the John Hancock Life Insurance Company.

 

Education and Personal Background

Mr. Wheeler holds Chartered Life Underwriter® and Chartered Financial Consultant® designations from The American College. He has a B.A. from Syracuse University.

 

In his spare time, Mr. Wheeler is active with the Boy Scouts and Amazing Tails Service Dogs. He lives in New London, PA with his wife, Leslie, and their sons, Collin and Dean.

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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.