Our Team

Janney’s leadership team and executive committee are composed of respected professionals with extensive industry knowledge, veteran insight, and a shared strategic vision for the future. With many able to draw upon their own backgrounds as advisors, this team and committee understand the demands and rewards of your profession, and they are here to help you succeed.


Primary support comes from your Branch, Complex, and Regional Managers. With years of industry experience, they serve as both mentors and managers, allowing you the freedom to run your own practice while working with you to help it grow.


Our talented team of Financial Advisors are what make our office special. Our advisors are dedicated to providing the highest quality of service to their clients.

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Timothy S. Jones
Senior Vice President / Complex Manager
About Timothy

Tim serves as a Senior Vice President/Complex Manager with over 30 years of financial services industry experience. He has proven leadership successes, having worked his way up from a Chairman’s Club producing Financial Advisor to Managing Director of IJL Wachovia’s 450 advisor sales force. Tim also served as President of AmSouth Investment Service, where he managed the Bank’s 140 Financial Advisors, and was Area Director for Morgan Stanley, where he was responsible for all of the firm’s offices in the state of North Carolina. Prior to Janney, Tim served as Regional Brokerage Manager for Wells Fargo for five and half years. 

Tim graduated from Wake Forest University where he earned his BA in History and Politics. He also completed study at the Securities Industry Institute at The Wharton School at the University of Pennsylvania in 1996. 

Staying active in his community, Tim has served on the board of the Johnston YMCA, Aldersgate, Wake Forest University Alumni Council, and as President of Carmel Country Club. He and his wife, Lori, have been married for over 40 years. They currently reside in Charlotte, NC and have two daughters, Hillary, who lives in Charlotte with her husband, John, daughter, Annie, and son, Reid and Natalie, who lives and works in Charlotte with her husband Lennox.

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Daniel Giraldo
Complex Operations Manager
About Daniel

Daniel serves as an Operations Manager with over 18 years of experience in the financial services and retail broker-dealer industry. He brings extensive leadership and operational expertise, with a career spanning multiple senior roles over 15 years at Wells Fargo. During his tenure, Daniel contributed to large-scale operational oversight, compliance infrastructure, and risk management initiatives across diverse business lines.

Daniel was also one of the first hires in Charlotte for Robinhood, where he played a key role in establishing and growing the firm’s local presence. His experience includes improving compliance frameworks, strengthening financial risk mitigation processes, conducting international product due diligence, and enhancing trade surveillance oversight and effectiveness across both first and second lines of defense.

He holds FINRA Series 6, 7, 63, 65, 4, 9, 10, and 24 registrations, is National Futures Association (NFA) Series 3 registered, and maintains North Carolina Life, Health, and Variable Annuity licenses. Daniel earned his degree in Finance.

Fluent in English and Spanish, Daniel is a bilingual contributor who values operational excellence, regulatory integrity, and scalable growth. He resides in Charlotte, North Carolina.

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Carolina Wealth Advisors
of Janney Montgomery Scott LLC
About Carolina

Stuart Singer, AWMA®, RIS, CLTC® | Executive Vice President/Wealth Management, Financial Advisor


Chad Kupreanik, CFP® | Executive Vice President/Wealth Management, Financial Advisor


Jonathan Kent Ganzert, CLTC® | Vice President/Wealth Management, Financial Advisor


Carol Mansour-Ezzell, CRPC®, CLTC® | Vice President/Wealth Management, Financial Advisor


Nate Wineland, CFP® | Financial Advisor


Mary Bennett | Senior Registered Private Client Associate


Lisa McConnell | Senior Registered Private Client Associate


Linda McPeters | Senior Registered Private Client Associate/Branch Operations Asst.


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Mahoney Wealth Advisory Group
of Janney Montgomery Scott LLC
About Mahoney

Christopher Mahoney | Executive Vice President/Wealth Management, Financial Advisor


Chris Graper, MBA, CFP® | Financial Advisor


Kathy A. Fuquay | Registered Private Client Associate


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Morrow Hicks Wealth Advisory Group
of Janney Montgomery Scott LLc
About Morrow

Richard W. Morrow, CFP® | Senior Vice President/Wealth Management, Financial Advisor


Thomas E. Hicks II, MBA | Vice President/Wealth Management, Financial Advisor


Sara Price | Private Client Associate


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Wolff Wealth Advisory Group
of Janney Montgomery Scott LLC
About Wolff

Jason Wolff | Senior Vice President/Wealth Management, Financial Advisor


Margie Keith | Registered Private Client Associate


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Melissa Mitchell
Senior Vice President/Wealth Management, Financial Advisor
About Melissa

Melissa Mitchell | Senior Vice President / Wealth Management, Financial Advisor


Amanda Mclain | Senior Registered Private Client Associate


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Noel F. Simons
Vice President / Wealth Management, Financial Advisor
About Noel

Noel F. Simons | Vice President / Wealth Management, Financial Advisor


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Matthew Kalajian, CFP®
Senior Vice President/Wealth Management, Financial Advisor
About Matthew

Matthew J. Kalajian, CFP® | Senior Vice President/Wealth Management, Financial Advisor


Erin M. Carpenter | Senior Registered Private Client Associate


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William D. Blackford
Senior Vice President/Wealth Management, Financial Advisor
About William

William D. Blackford | Senior Vice President/Wealth Management, Financial Advisor


Dena B. Wofford | Registered Private Client Associate


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D. Trent Lancaster, AWMA®
First Vice President/Wealth Management, Financial Advisor
About D.

D. Trent Lancaster, AWMA® | First Vice President/Wealth Management, Financial Advisor


Kathleen O'Connell | Senior Registered Private Client Associate


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RCC Wealth Management
of Janney Montgomery Scott LLC
About RCC

M. Corey Carson, CFP® | Senior Vice President/Wealth Management, Financial Advisor


Ronald G. Raines, CFP® | Senior Vice President/Wealth Management, Financial Advisor


Lindsay K. Chandler, MBA | Vice President/Wealth Management, Financial Advisor


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's Photo
The McCollum Group
of Janney Montgomery Scott LLC
About

W. Travis McCollum, CFP®

Executive Vice President / Wealth Management, Financial Advisor

Jamie Halbig

Senior Registered Private Client Associate

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Owen Wealth Advisory Group
of Janney Montgomery Scott LLC
About Owen

Michael Owen | Executive Vice President/Wealth Management, Financial Advisor

Drew Weaver | Client Relationship Associate

Danielle Dougherty | Private Client Associate

Tashia Maddox | Private Client Associate

Annette Minor | Private Client Associate


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RLR Wealth Management
of Janney Montgomery Scott LLC
About RLR

Robert Rose | Executive Vice President/Wealth Management, Branch Manager

John Riley, AAMS®, CFP® | Vice President/Wealth Management, Financial Advisor

Katie Dunmire, CRPC® | Portfolio and Investment Specialist

Kathi Bunn | Senior Registered Private Client Associate


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Robert L. Stiles Jr.
Senior Vice President / Wealth Management, Financial Advisor
About Robert
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Al Grenert and Mike Smith
of Janney Montgomery Scott LLC
About Al

Al Grenert

Senior Vice President / Wealth Management, Financial Advisor


Mike Smith, CFP®

Executive Vice President / Wealth Management, Financial Advisor


Tonya Lynn McMahon

Branch Operations Assistant


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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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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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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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Martin Schamis, CFP®, MBA
Vice President, Head of Wealth Planning
About Martin

Martin Schamis is responsible for the strategic direction of the Wealth Planning Team, supporting more than 850 Financial Advisors who advise Janney’s private retail client base.

 

Martin joined Janney from the Vanguard Group where he spent the majority of his 11-year tenure as Senior Manager of Financial Planning and Advice Services. Prior to Vanguard, Martin worked as a Financial Advisor for Morgan Stanley. Martin graduated with a Bachelor’s degree in Physics and Art from the University of Delaware and received an MBA in Finance from St. Joseph’s University.

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Shurdonna S. Joseph, CFP®
Vice President, Director of High Net Worth Consulting
About Shurdonna

Shurdonna is a Vice President and Director of Janney’s High Net Worth Consulting Group, where she leads a team focused on delivering a comprehensive wealth management experience for individuals, families, business owners, executives, professional athletes, and other clients with complex financial needs. She partners with Financial Advisors to bring together the firm's specialized resources and expertise, delivering tailored solutions aligned with clients' long-term objectives. By coordinating specialists across investment management, estate and trust planning, tax strategy, asset protection, charitable giving, lending, business owner solutions, executive services, and alternative investments, she helps provide integrated guidance designed to address the evolving needs of high-net-worth clients and their families. 

 

Shurdonna brings more than 18 years of experience in investment management and wealth planning. Prior to her current role, she served as Assistant Vice President and Wealth Strategist, supporting advanced planning initiatives across Janney's Mid-Atlantic region. In that capacity, she partnered with Financial Advisors and their clients on sophisticated planning matters involving estate and wealth transfer planning, asset protection, retirement planning, tax planning, and charitable giving.

 

Before joining Janney, Shurdonna served as a Financial Advisor with Vanguard Personal Advisor Services®, where she managed investment portfolios and served as the primary advisor to high-net-worth individuals and families, providing comprehensive wealth management guidance across investment strategy, financial planning, and long-term wealth stewardship. Earlier in her career, she was a Financial Advisor Associate within Vanguard Asset Management Services, supporting many of the firm's most complex ultra-high-networth clients through portfolio construction, investment analysis, and comprehensive financial planning. She also participated in Vanguard's Accelerated Leadership Development Program, completing rotations in the firm's International Client Services, Retirement Plan Services, Education Savings Group, and Retail Investor Group.

 

Shurdonna is a Certified Financial Planner™ professional and holds FINRA Series 7 and Series 63 licenses. She earned her J.D. from Temple University Beasley School of Law and a B.S. in Finance from Morgan State University’s Earl G. Graves School of Business and Management. Shurdonna is an active leader in her region's nonprofit community, serving on the board of Philadelphia’s Magic Gardens and participating in its finance, DEI, and strategic planning committees. She is also a member of Alpha Kappa Alpha Sorority, Incorporated, an international service organization.

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