Our Team
Carney Peterson Wealth Management Group, a multi-generational family business with over 40 years of combined experience in the industry, provides concierge-level service and wealth management strategies for our clients and their families. Our clients consider us to be a vital part of their decision-making circle—we work closely not only with our clients, but also with their estate planning attorneys, accountants/ CPAs, and insurance advisors. By working collaboratively, we have a greater understanding of our clients’ specific needs and expectations, and can recommend a wealth management strategy that takes all of these important components into consideration.

Dan Carney, the team’s senior advisor, is a 37-year industry veteran, and has been navigating the markets—both good and bad—for almost four decades. The team’s experience is invaluable when it comes to designing forward-thinking portfolios that are tactical in nature, and adjusted accordingly based on where we are in any given market cycle.

We chose to join Janney for a multitude of reasons, including:
  • Investment platforms that enable us to manage our clients’ portfolios with efficiency and the forward-thinking design our team has developed over the past 37 years.
  • Industry-leading technology that allows our team to analyze every piece of the investment puzzle.
  • Client-friendly reporting and online account access.
  • The ability for us to engage with key decision-makers.
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Daniel J. Carney
Senior Vice President / Wealth Management, Satellite Branch Manager
About Daniel
Dan is the senior advisor on the team with 40 years of industry experience. He has a strong financial background and perspective that makes him uniquely qualified to offer his clients a broad range of investment advice and knowledge.
Dan’s career began as a branch manager at E.F. Hutton in 1978. He continued as both a branch 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 a 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, skiing, sailing, and is an avid reader.
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Stuart L. Peterson
Vice President / Investments, Financial Advisor
About Stuart
Stuart is the advisor that brings a deep understanding of how technology can be used to enhance traditional portfolio designs to the team. This information plays a key role in how they analyze the markets and manage portfolios.
Prior to joining Janney, Stuart worked at JP Morgan Securities and Morgan Stanley. He also holds the Series 7 and 66 licenses. A graduate of Iowa State University, Stuart received a Bachelor of Science degree in Business.
Outside the office, Stuart is a youth coach with the Ocean State Soccer Organization and East Greenwich Little League Baseball. He and his wife have three children and a dog. He enjoys softball, volleyball, golf and Crossfit.
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Paula C. Cummings
Registered Private Client Assistant
About Paula
Paula is the member bringing nearly 20 years of industry experience to the team. She is an experienced registered private client assistant covering all of our clients’ needs from online access to trades in securities.
Paula strives to provide a positive experience for our clients by actively listening to their needs and giving them honest, accurate, and timely answers to their questions. She is a graduate of Katherine Gibbs Business School and holds the Series 7, 11, and 63 licenses.
Paula is married, has a son and two cats, and enjoys cooking, baking and traveling.
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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Greg Drahuschak
Market Strategist
About Greg

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.

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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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Jack Cintorino
Vice President, Senior Financial Planner
About Jack

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.

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Kim (Termine) Beil, CFP®
Vice President, Director of Managed and Insured Solutions Group
About Kim

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.

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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.