Our Team
Scott serves as Executive Vice President - Wealth Management and as Complex Director of the Buckeye complex, which includes offices in Columbus and Mansfield, Ohio.
He leads Buckeye Capital Advisors with a focus toward building retirement income distribution plans by way of our five-step financial planning process and investing retirement assets. Scott helps clients and their families toward achieving their goals through custom-designed portfolios.
Scott is a Certified Estate Planner™ (CEP®) and Chartered Retirement Planning Counselor℠ (CRPC®), focusing on retirement, estate and wealth transfer planning, tax-efficient investment solutions, investment strategies, life insurance, and annuity reviews. Scott and his team help clients develop sound investment strategies that are designed to build and maintain wealth through personalized, holistic financial planning. Scott is Series 7, 9, 10, 31, and 66 registered and holds insurance licenses in life, health, and fixed and variable annuities.
Scott earned a Bachelor of Science degree from The Ohio State University. He also attended the Regent’s University in London, England, where his studies included marketing and management.
Scott lives in Upper Arlington, Ohio with his wife Sophia Corna, daughter Eliza, and sons Ethan and Rocky. Scott enjoys traveling, hiking, tennis, hunting, shooting sporting clays, snow skiing and spending time with his family and friends. Scott believes strongly in giving back to the community and as such is a board member on the central Ohio leadership board of the Arthritis Foundation.
Shelly helps Buckeye Capital Advisors maintain the high level of service the team provides to clients in order to exceed expectations. Over 20 years in the business has granted Shelly with a wealth of knowledge that makes the client's experience informative, relaxed, and fun. She provides timely, accurate and meaningful answers to our clients’ questions and makes sure their needs are always her first priority. In addition, Shelly is also responsible for maintaining a high standard of compliance in all aspects of the business.
Shelly began her financial career in 2002 after earning a bachelor degree in Business from Muskingum College. She holds the Accredited Wealth Management AdvisorSM designation and is Series 7, 9, 10, and 66 registered and holds insurance licenses in life, health, and fixed and variable annuities.
Shelly lives in Clintonville with her partner, Erica, and dog Rizzo. She always seeks out opportunities to have fun and spend quality time with her friends and family. She enjoys golfing, kayaking, and walking Rizzo in the various Columbus metro parks. She attends the games of local teams such as the Clippers, Crew, and Blue Jackets and is an avid Ohio State Buckeye fan.
Lareesa’s client-first approach allows her to provide service that exceeds expectations while helping clients work toward achieving their financial goals. She holds the Series 7, 9, 10, 66 licenses and has 21 years of industry experience. Lareesa held positions at First Union, which later became Wells Fargo Advisors, Morgan Stanley, and most recently, Raymond James.
Scott Horowitz, CEP®, CRPC®
Executive Vice President - Wealth Management, Complex Director
Mike Brown, CFA
Vice President- Wealth Management, Financial Advisor
Shelly E. DeLucas, AWMA®
Senior Registered Private Client Associate
Coleman Chamarro, AWMA®
Wealth Planning Associate
Jeramy D. May
Senior Vice President/Wealth Management, Financial Advisor
Kimberly L. Nelson-Velasquez
Private Client Associate
Ryan Bates
Financial Advisor Associate
James A. Bowman, RICP®
Senior Vice President/Wealth Management, Financial Advisor
Bradley R. Kastan
Senior Vice President/Wealth Management, Financial Advisor
Shannon Meisner
Senior Registered Private Client Associate
Lareesa Haynes
Senior Registered Private Client Associate
Jeremy Swank, ChFC®
Executive VP/Wealth Management, Financial Advisor
Greg Kibler, CFP®, AEP®, CLU®, ChFC®
Financial Advisor
Debbie Williams, AAMS™
Financial Advisor
Lynne Richards
Private Client Associate
Richard Steury
Senior Vice President/Investments, Satellite Branch Manager, Financial Advisor
Andrew Elgin
Assistant Vice President/Investments, Financial Advisor
Brent Markley
Senior Vice President/Investments, Financial Advisor
Grant Beckley
Financial Advisor
Mikelle Copella
Senior Private Client Associate
Brenda Caldwell
Private Client Associate
June Klingensmith
Private Client Associate
Kristine Tipton
Private Client Associate
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.
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
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.
Shurdonna serves as Vice President and the Director of Janney's High Net Worth Consulting Group. She provides comprehensive solutions designed to effectively address complex issues to help high net worth individuals and families, business owners, corporate executives, professional athletes, and others meet their goals and objectives.
Most recently, Shurdonna served as Assistant Vice President & Senior Financial Planner, supporting the advanced financial planning efforts for the Firm's Mid-Atlantic region. She also supported Janney’s clients in achieving their financial goals, provided subject matter expertise, and coached Janney's Financial Advisors and their clients through all aspects of financial planning. Together, they formulate comprehensive financial plans outlining estate, trust, and wealth transfer planning, asset protection, retirement, income tax, and charitable planning strategies.
Shurdonna has more than 15 years of progressive experience in the investment management industry. Previously, Shurdonna was a Financial Advisor in Vanguard Personal Advisor Services®, where she provided investment guidance and financial planning services to clients with significant wealth. Shurdonna also served in Vanguard’s Education Savings Group, focusing 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 its Accelerated Leadership Development Program.
Shurdonna 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. She is a board member and a member of the finance, DEI, and strategic planning committees of Philadelphia's Magic Gardens mosaic art environment. She’s also a member of Alpha Kappa Alpha Sorority, Incorporated, an international service organization.