Our Team

Ardent Wealth Management unites its team to offer clients over 50 years of combined experience in the financial services arena. Each member brings a unique quality and area of focus to the team which when put together offer the client a comprehensive investment service.

We strive to develop and maintain a client relationship that reflects the meaning behind our name. To be ardent is to be passionate, enthusiastic, intensely devoted and loyal. We feel that continuously exemplifying that definition along with acting with the utmost professionalism and integrity will build the trust of our clients and give them the peace of mind that they are receiving tailored guidance for their family’s financial future.

Ardent Wealth Management employs a long-term strategy to maintain perspective and focus on your goals. We focus in guiding you through some of life’s most complicated financial events by defining an investing mission statement, planning for educational expenses, retirement planning and addressing your insurance needs. We are fully supported by Janney’s team of professionals in the areas of financial, trust and estate planning issues, retirement planning and asset management. They will work directly with us to provide you with guidance on the most complex issues.
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Peter A. Meizels
Senior Vice President / Investments, Financial Advisor
About Peter

Peter has over 30 years of experience in the financial services industry. Prior to joining Janney, Peter was a Senior Vice President/Investments with Stifel from 2009-2016 where he was a 7 time Chairman’s Council member. Prior to that, he was a Senior Vice President/Investments with the Sherrill, Seybolt and Meizels Investment Advisory Group at Prudential/Wachovia/Wells Fargo from 2000-2009 (2 time President’s Council Member). He was a First Vice President/Investments at Smith Barney from 1993-2000 (3 time President’s Council Member) and a Treasury Analyst at Citi Bank from 1989-1993.

Peter earned his Bachelor’s Degree of Arts in Political Science from Denison University and holds Series 7, 31 and 65 Licenses. 

Peter has always been involved in his community. He formerly served on the Board of Directors for the Robinson Foundation, a non-profit foundation devoted to education grants in literature and Harlem Live, a non-profit organization that raises money for kids in Harlem to help expose them to media, journalism, and website design.

Peter’s passions are music, sports and traveling. He is a life-long New York Yankees and Giants fan. Peter resides in Lakewood Ranch, FL.

“I specialize in developing a mission statement and investment policy that can be tailored to a family’s financial goals. We will set achievable benchmarks to guide the client’s portfolios down the path they have chosen. I pride myself on the relationships I develop with my clients and the amount of care and due diligence that is put into every decision. I like to treat my client’s money as if it were my own, and hold myself to the highest standards of professionalism when dealing with all clients.” 

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Maria E. Barletta
Senior Registered Private Client Assistant
About Maria

Maria has more than 25 years of investment industry experience and is Series 7, 63 and 65 licensed. As the team’s dedicated Senior Registered Private Client Assistant, she is often the first point of contact for clients. Being highly organized and detail oriented enable her to anticipate client needs, solve problems and follow through to provide exceptional client service.

Maria's experience, professionalism and knowledge of the industry make her a valuable resource for Ardent Wealth Management and their clients.

Maria was born and raised in the Bronx and currently resides in the Pelham Parkway area. She attended the Bronx High School of Science and Hunter College. When not in the office, you can find her involved in her religious ministry, enjoying music or rooting for the Yankees and Giants with her husband, Arturo and 2 daughters, Abigail and Isabel.

“My deep commitment to exceptional customer service comes from the belief that the quality of my work represents who I am. I take pride in giving our clients the service I would expect to receive. Knowing that they have entrusted their financial matters to us and depend on our help in guiding them through important financial decisions or transitions in their lives means a lot to me. It’s a privilege to be able to help our clients and a responsibility I try to fulfill to the best of my abilities.”

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