Our Team
Blake joined Janney in 2009 and has almost 30 years of experience in the financial services industry. A graduate of Georgetown University with a B.S. in Finance, Blake holds his FINRA Series 7, 63, and 65 Securities licenses, as well as the Accredited Wealth Management Advisor℠ and the Chartered Retirement Plan Specialist℠ designations. He is also fully insurance licensed.
Over the course of his accomplished career, Blake has focused on holistic wealth management and financial planning. He offers clients a comprehensive approach to retirement planning, insurance, annuities, and long-term care planning.
Blake served on the board of directors for the National Capital Area Alzheimer's Association for six years. He is also actively involved in alumni functions at his alma mater. Blake and his wife Kimberly have three daughters and live in Naples, FL.
Liane brings over 30 years of experience to Janney. She earned her B.A. in International Studies from Miami University, in Oxford, OH and her Master's degree in International Affairs from American University. Liane holds her FINRA Series 7, 63, and 65 Securities licenses and is insurance licensed. Additionally, she holds designations as a Certified Divorce Financial Analyst®, an Accredited Asset Management Specialist℠, a Chartered Retirement Plans Specialist℠, and an Accredited Investment Fiduciary.
Liane is experienced in the areas of corporate stock plans, restricted stock, and corporate retirement plans as well as retirement planning. She is also well versed in regulatory guidelines and rulings - bringing a well-rounded and comprehensive approach to her clients.
Liane is a founding member and served six years on the board of the Global Equity Organization.
As a second-generation financial advisor, he has a passion for helping his clients.
LJ began his career as a financial advisor in 2011 and joined Janney in 2018. In 2020, LJ joined Blake & Liane to create a team that became CapitalCoast Wealth Advisors. He specializes in technical analysis, detailed product selection, and market data analysis to provide a comprehensive and unique approach to wealth management and legacy planning.
A graduate of University of Oregon with a B.A. in Physics, LJ also holds the FINRA Series 7 and 66 Securities license, and insurance license for life, long term care, and annuities. He is active in his local community including the Southern Florida Disaster Relief team and Regional Building Committee and holds a membership with Naples Financial Executive Group. He and his wife have enjoyed living in Naples for over 20 years. His interests include technology, lasers, drones, photography, snorkeling, camping and hiking.
Laurie's career in Financial Services spans over 30 years. She started as an Operations Associate and then as an Operations Manager for an independent firm. She followed that with a position as the Branch Operations Coordinator at Legg Mason where she started working with Stephen J. Spahr, the Branch Manager. After the company was purchased by Citigroup/Smith Barney, Steve & Laurie went on to work at Morgan Keegan which later became Raymond James. In 2015, they moved to Janney Montgomery Scott where Laurie is now the Branch Operations Manager and Senior Registered Client Service Associate for the CapitalCoast Wealth Advisors. Laurie holds her FINRA Series 7 and 66 Securities licenses, Series 9 & 10 supervisory licenses, and also her Florida Life Health and Variable Annuity Insurance license.
Sam is a Registered Private Client Associate and a valued member of the team. In this role, he excels in administrative support, relationship management, and provides highly personalized client service. Holding his FINRA Series 7 and 66 securities licenses, Sam brings a wealth of knowledge to the clients he works with.
With two years of experience as a key contributor to the CapitalCoast Wealth Advisors, he takes pride in his daily operational contributions. The relationships forged with the team and clients are truly cherished and are the cornerstone of his client-centric approach.
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.
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.
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.
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