Our Team

No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.
 
Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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Matthew J. Buikema
Executive Vice President of Investments, Financial Advisor
About Matthew
Matt has over 35 years of experience as a financial services professional, with a focus on investment management and insurance planning. He finds great satisfaction in helping his clients pursue the many financial milestones throughout life. Some of his clients have been with him from the beginning, and now their children and even grandchildren have also become clients.

Before joining Janney Montgomery Scott in 2018, he served as a financial advisor at Raymond James, Prudential Securities, and First of Michigan, and also earned a bachelor’s degree in education from Central Michigan University. He has been active in the Battle Creek community for many years, having served as past board chair of the Binder Park Zoo, on the boards of the Battle Creek Family YMCA Center and the Battle Creek Bible Church and as past board chair of the Battle Creek Country Club. Originally from Muskegon, Michigan, Matt lives in Battle Creek with his wife, Emily. They have three grown sons, Jake, Jim and Dan. In his free time, Matt enjoys playing golf, skiing, reading and, most importantly, being a grandpa. 
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Michael D. Oursler
Senior Vice President of Investments, Financial Advisor
About Michael
Mike has more than 20 years of experience as a financial services professional, with a focus on estate planning, retirement planning, insurance planning and asset management. Before joining Janney, Mike served as a financial advisor with Raymond James and the Principal Financial Group, and as an agency field specialist with State Farm Insurance. He earned a bachelor’s degree in economics and management from Albion College.

He is a lifelong resident of Battle Creek, where he lives with his wife, Hollie, and their children, Evan and Paige. In his free time, Mike enjoys playing golf, tennis, and boating. 
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Travis G. Morse
Assistant Vice President of Investments, Branch Manager
About Travis

Travis applies his knowledge and focus on retirement income planning, investment management and estate planning to help his clients pursue their long-term goals. He holds Series 7, 66, 9 & 10, life and health insurance licenses. Before joining Janney Montgomery Scott, Travis worked at Raymond James, served as the branch manager of Williamson Employment Services in Niles, Michigan, and was a salesperson and inventory manager for Pro Golf Discount in Battle Creek. He graduated from Western Michigan University with a degree in business management and economics. 


Travis is a native of the Battle Creek area, where he and his wife, Kara, are active in the community. He is a past board member and past board chair of the Battle Creek Chapter of American Business Clubs (AMBUCS), a past board member, past board chair and past ambassadors committee member of the Battle Creek Area Chamber of Commerce, and takes part in many other service and charitable organizations. When he isn’t working or volunteering, Travis enjoys biking, playing golf and spending time with friends and family. Travis & Kara have three daughters, Logan, Skylar, and Daniella.

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Renee Giles
Senior Registered Private Client Associate, Business Productivity Specialist
About Renee
Renee has been in the financial services industry for over 25 years. She attended Davenport College, where she received an Associate’s Degree, with honors, in business. Renee’s focus is on working with clients in regards to investment decisions and to provide quality service to clients at all levels. Renee holds her Series 7 and Series 66 licenses. Renee resides near her family & friends in the Richland / Gull Lake area. In her free time she enjoys traveling, reading, attending plays & musicals, solving puzzles and spending time with her family.
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Angela Roush
Private Client Associate
About Angela

Angela joined the team in 2007 and prides herself on providing prompt and efficient attention to our clients’ requests and needs. A native of Battle Creek, she lives in Kalamazoo with her husband, Jamie, and their children; Gavin, Ethan, and Owen. In her free time, Angela enjoys playing softball and serving as a volunteer with Gull Lake Youth Sports.

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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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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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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.