Our Team
The inception of our team goes back to the early 1980’s when Bob Black, Ned Manuel, and Edward Blumenthal entered the business. Ten years later, Bob Borkowski started his Wall Street career. Late in 2004, the duo of Ed Blumenthal and Bob Borkowski joined forces with Bob Black and Ned Manuel, in order to take advantage of our collective strengths and forge a partnership that prioritizes client service and individualized recommendations.

We are also very fortunate to have such a talented and dedicated team of Private Client Associates, all of whom have more than a decade of experience in our business. They handle all the day-to-day administrative matters, and routinely assist us in delivering and implementing our investment management and financial planning advice to our clients in a timely, efficient and highly personalized manner.
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Robert Black
Executive Vice President / Wealth Management, Financial Advisor
About Robert

Bob has been in the industry for over 30 years and is committed to doing the right thing for the client. Since attending American University for business, Bob has honed his particular skill set in fixed income investments. He holds his series 7 and 63 licenses. He is especially proud of his relationship with his clients, several of which span decades as well as generations.

In his personal time, he has coached lacrosse for many years, both in an established program in his own town and a fledgling program in a neighboring town. He has two children, Ted and Victoria, who have recently graduated college and are embracing their independence. They are enthusiastic about their future endeavors.

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Ned Manuel
Executive Vice President / Wealth Management, Financial Advisor
About Ned
Ned began his career at E.F. Hutton & Co. in Hartford, CT. For more than 30 years, Ned has focused on fixed income investing. He believes in always doing right by the client and his success is a direct result of his clients satisfaction. He is a graduate of the Gunnery School in Washington, CT and Ohio Wesleyan University and he holds his series 6, 7 and 63 licenses.

Outside of his work he enjoys boating, skiing, tractors and doing just about anything outdoors. He is married to his wife of 25 years, Andrea, and has two sons, Ethan and Henry.
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Edward Blumenthal
Senior Vice President / Wealth Management, Financial Advisor
About Edward
For more than 30 years, Ed has taken a personalized approach to recommending sensible, realistic plans to the team's clients. He holds his series 6, 7, 8 and 63 licenses. A graduate of the University of Denver, Ed received his bachelor's degree in economics and history.

An active member of his community, he has volunteered for a pancreatic cancer foundation for the past five years. Outside of work, he enjoys golfing, cooking, and gardening. Ed is married to his wife, Carolyn, with three children, Noah, Charlotte, and Nate, and two stepdaughters, Liza and Caitlin.
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Robert Borkowski
Senior Vice President / Wealth Management, Financial Advisor
About Robert
Bob has over 20 years of experience in the industry and holds his series 7, 63, 65, and insurance licenses. A graduate of Boston College, Bob received his bachelor's degree in Finance and Operations & Strategies Management.

Bob is a former member of both the Board of Directors for the Shuttle Meadow Country Club and the Zoning Board of Appeals for Southington Planning and Zoning. He is also the former President for the Southington North Little League.
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Richard Cardinal
Account Executive
About Richard

Richard Cardinal, CFP® began his investment career in 1997 following his work as a branch manager in Stamford at Connecticut Bank of Commerce. In addition to his Certified Financial Planner™ designation, he has his series 7, 63, 65, 3, and 31 licenses along with Connecticut insurance licenses. With more than 20 years of experience, Rich has been recognized by colleagues for two decades of client-centered professionalism. In 2000, he was appointed by Prudential Securities to the Client Navigator Advisory Council highlighting excellence in customer service. 

He has a B.A. from Southern Connecticut State University and a passion for genealogy and DNA ancestry research. He lives with his wife, daughter and mini-golden doodle in Simsbury, Connecticut.

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Jennifer Lange
Senior Registered Private Client Associate
About Jennifer
Jennifer has worked with Ned Manuel and Robert Black since 2002, subsequently joining Ed Blumenthal and Robert Borkowski to form the Capital Wealth Advisors group in 2004.  A graduate of the University of Connecticut, she holds her Series 7 and 66 licenses and has over 20 years of experience in the financial services industry. 

Jennifer lives in Tolland with her husband, Jon, and three stepsons, Aaron, Adam, and Andrew.
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Samantha Prokop
Private Client Associate
About Samantha
Samantha has worked with the Capital Wealth Advisor team since 2005.  She joined the group after earning a BS in Mathematics.  She acts as an administrative liaison for clients to provide them with vital aspects of client services, addressing topics such as new accounts, online services, distributions and general client questions and concerns.

Samantha lives in Plainville, Connecticut, with her son Blake.
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Sheila Rogan
Private Client Associate
About Sheila
Sheila is a Private Client Associate with the Capital Wealth Advisor team.  She graduated from Hobart and William Smith Colleges with a BA in Psychology.   Sheila has over 30 years of experience in the financial services industry.  Over the past 3 decades she has worked at Smith Barney, Dean Witter, Morgan Stanley and UBS as an AVP in Retirement Plans, a Retirement Plan Consultant, and various senior client services roles supporting financial advisors. 

Outside of the office, Sheila enjoys Crossfit, playing golf and hiking.  Sheila has 3 grown children and lives in Cromwell, CT.
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Paige Freckleton
Registered Private Client Associate
About Paige

After graduating with a bachelor’s degree in marketing management from the University of Connecticut School of Business in 2021, Paige joined Capital Wealth Advisors as a Private Client Associate. With a passion for helping people, she obtained her Series 7 and 66 licenses.

Paige performs a host of administrative duties for the team’s financial advisors including scheduling, meeting coordination, report preparation, and digital marketing. Outside of the office, she enjoys playing golf and volleyball, and is an avid sports fan. She enjoys traveling as well, and currently resides in Farmington, Connecticut. 

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Noah Blumenthal
Account Executive
About Noah

After graduating with a bachelor’s degree in English from the University of Denver in 2017, Noah worked at a small start-up company that manufactured poker chips. In the fall of 2019 Noah joined Transamerica Capital as an Internal Wholesaler on the mutual fund desk where he remained until joining Capital Wealth Advisors as an Account Executive in January 2022. Noah holds the Series 7 and 63 licenses and is studying for the CFP certification.

Noah spent the last decade in Colorado, honing his skiing abilities and enjoying the Rocky Mountains to their fullest potential. He has a big Siberian husky named Yogi that he goes everywhere with. You're likely to see the pair going on long walks in the West Hartford Reservoirs on the weekends. Noah loves to cook and considers himself a Michelin star chef when not in the office. When he’s not cooking or walking Yogi, Noah is an avid golfer and squash player and loves staying active. Noah Currently resides in West Hartford, CT.

Noah supports the team in Financial Planning, Trading, and Investments and looks forward to growing into all areas of the business as he continues to learn.

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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Emily Wernly, CFP®
About Emily

Emily is responsible for running Janney’s Financial Planning Software. She provides Janney Financial Advisors and Financial Planners with training and guidance on the planning software, as well as assistance creating and presenting the financial plans.


Emily joined Janney in 2018 while enrolled in Temple University’s Financial Planning Program. Prior to Janney, she worked for Leon Levy & Associates and Northwestern Mutual.


Emily graduated from Temple University with a B.S in Financial Planning & Human Resource Management. She is a Certified Financial Planner (CFP®) Professional and holds the Series 7; Series 66; and Life, Health, Accident & Fixed Annuities Licenses

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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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Laura Medigovich CFP®, ChFC®, CLU®, CTFA, CMC®
Vice President, Senior Financial Planner
About Laura

Laura Medigovich is a Vice President and Senior Financial Planner with Janney Montgomery Scott. Ms. Medigovich, who is based out of Purchase, NY, covers the Firm’s Northern region.


To support Janney’s clients in achieving their financial goals through sound planning, she coaches Janney’s Financial Advisors and their clients through all aspects of financial planning. Her areas of planning knowledge and experience include retirement, insurance, education, business-succession, estate and legacy, and philanthropic.


Ms. Medigovich joined Janney in 2019. Prior to joining the Firm, she was a Vice President, Senior Financial Planner for Wilmington Trust/M&T Bank. There, she was responsible for developing customized wealth-management strategies and financial plans for prominent individuals, families, and business owners. Ms. Medigovich also shared her financial planning experience through a weekly personal finance column in the local Hudson Valley newspaper, the Times-Herald Journal, which she wrote for more than a decade.


Ms. Medigovich has achieved a number of professional certifications, including the Certified Financial Plannerᵀᴹ professional designation from the Certified Financial Planner Board of Standards. She also earned the Chartered Financial Consultant and Chartered Life Underwriter designations from The American College and the Certified Trust and Financial Advisor designation from the Institute for Certified Bankers.  


Other industry-focused programs from which Ms. Medigovich has graduated include the Virginia Bankers Association School of Bank Management at The University of Virginia, and the Cannon Trust School, Cannon Institute, at Pepperdine University.

She holds a Bachelor of Arts degree in Sociology from the University of Maryland.


Ms. Medigovich is a leader in her region’s finance community. Her leadership roles include serving as a member of the Board and the Director of Advocacy for the Greater Hudson Valley Financial Planning Association.

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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.