Our Team
There are pools of unknowns that revolve around one recurring question: “Can I afford to live the life I want with the money I have?”
We show clients how to retire and worry less about it.
We begin by understanding your vision. We explore your current state, get an understanding of your goals and expose the barriers to reaching them. From here, we have a clear picture of you, and we can create the right strategy.
Our systematic approach to creating retirement income is constructed by using a “bucket” system of your assets. You have the money you need while you use it, while maximizing growth opportunities on the assets that will not be utilized over time. It is a simple formula for success, customized for you.
Staying on your path is a collaborative process. We conduct regular reviews of your plan, make timely adjustments as needed and manage the pitfalls that you might not see.
A clear view of your future provides peace of mind.
You know what the path forward looks like
The stress of what comes next is lifted.
You can live without the specter of uncertainty holding you back.
Dan’s career began as a branch manager at E.F. Hutton in 1978. He continued as both a manager and Financial Advisor through several mergers and buyouts before leaving J.P. Morgan Securities and making the move to bring his team to Janney Montgomery Scott LLC. In 1999, he was named one of America’s Top Brokers in On Wall Street, and appeared on the local NBC station as a financial commentator from 1988-2004.
Dan holds the Series 7, 8, 24, 63 and 65 licenses. He served in the United States Air Force and is a Vietnam Veteran. Dan is married, has two children and three grandchildren. He enjoys golf, boating and watching his grandkids play hockey and lacrosse all over New England.
Stuart joined the team in 2006 and heads up the Financial Planning department within the group. Additional focus put on Retirement Cash Flow, Portfolio Construction, Social Security Optimization, Gifting Strategies and Estate Planning Reviews.
Prior to joining Janney, Stuart worked at J.P. Morgan Securities and Morgan Stanley in Chicago, IL. He holds the Series 7, 66, in Life and Health producers licenses. A graduate of Iowa State University, Stuart received a Bachelor of Science degree in Business.
Stuart lives in East Greenwich, RI with his wife and three children. Their two sons play hockey an and lacrosse at La Salle Academy, and their daughter attends middle school, playing hockey, lacrosse, soccer and field hockey.
Anthony is new to the Carney-Peterson Team, joining in late 2023. He is from Toronto, Canada and came to the United States to play hockey at Salve Regina University.
He received a Bachelor of Arts degree in Psychology, minoring in Economics. As previously Captain of the Salve Hockey program, he brings leadership and strong work ethic towards becoming a valuable member of the team.
Anthony currently holds the Series 7 license while currently pursuing the Series 66.
After recently hanging up the skates, Anthony looks to spend more time golfing, cooking and playing ping pong.
Paula joined the team in 1995 and is the backbone of office operations. She goes above and beyond each day to provide a positive experience for their clients. Timely answers, great customer service.
She is a graduate of Katherine Gibbs Business School and holds the Series 7, 11 and 63 licenses.
Paula is married, has a son in college, and enjoys cooking, baking and traveling.
Wendy joined the team in 2022 and has been working in the investment business for 36 years.
She began in operations with Advest, Inc. a regional brokerage firm that was later acquired by Merrill Lynch. She holds the Series 7, 9, 10 and 66 licenses as well as an insurance producers license.
Wendy is a graduate of The College of William and Mary with a bachelor’s degree in Economics.
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.
Jack Cintorino, based out of the Alexandria, VA branch, provides assistance and support in many aspects of financial planning to Janney’s Financial Advisors and their clients. Prior to joining Janney, Jack was employed at AXA since October 2012 as Director / Lead Manager and Senior Case Design Consultant focusing on Estate and Charitable Planning. He holds a BA degree from State University of New York at Stony Brook, and Juris Doctor (JD) degree from Touro College School of Law.
Jack has been a featured guest on a cable television investment program, has had several articles published within the industry, and has been a guest speaker at numerous industry and public seminars.
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