Our Team

With over 100 years of combined experience, we recognize that no needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.


Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.

In's Photo
In Memorium - Orville Harford Lerch
1935 - 2020
About In

We are forever grateful to Orv for his dedication and commitment to the financial advising industry and for providing a legacy that, together with his son, Matt Lerch, formed the "Lerch Group" in 1990.

In 1983, Orv began his career as a financial advisor and branch manager by establishing a branch office of Parker/Hunter Inc. in Clarion, now Janney Montgomery Scott LLC.

Well-Known Businessman Orville Harford Lerch Passes Away at Age 85 :: exploreClarion.com

Orv Lerch from a Farm to Washington, D.C., and Back Again: A Life Well-Lived :: exploreClarion.com

Lerch's Photo
Lerch Wealth Management
of Janney Montgomery Scott LLC
About Lerch

Matthew H. Lerch, Executive Vice President/Wealth Management, Branch Manager

Kyle E. Cathcart, Financial Advisor

Beverly A. Lauer, Branch Operations Assistant

Avari Schmader, Wealth Planning Associate

Hartzell's Photo
Hartzell Wealth Management
of Janney Montgomery Scott LLC
About Hartzell

Patricia M. Doverspike, CFP®, Financial Advisor

Jennifer M. Williams, Senior Registered Private Client Assistant

Matt's Photo
Matt Lerch
Executive Vice President/Wealth Management, Branch Manager
About Matt

Matt has been a Financial Advisor since 1990. He received his Bachelor of Arts in Business Administration from Washington and Jefferson College. He is also a graduate of the Securities Industry Institute at the Wharton School of the University of Pennsylvania.


The sixth generation of the Lerch family to reside in Clarion County, Matt offers clients a full range of services and solutions tailored to fit clients’ unique needs, preferences, and goals.


Matt is a board member of the Clarion chapter of Rotary International. He also served as a board member of the Clarion Area Chamber of Business and Industry and as the organization's president for two consecutive years. He holds FINRA Series 7, 9, 10, 63 and 66 licenses as well as a license for Life, Accident and Health Insurance. Matt resides in Shippenville with his wife, Tammy, and three children. He continues to be an active member of the Clarion community.

Kyle's Photo
Kyle Cathcart
Financial Advisor
About Kyle
Kyle provides financial services and solutions ranging from retirement planning to education planning to estate planning. He is a Clarion County native, graduating from Clarion Area High School and Clarion University of Pennsylvania with a Bachelor Degree in Secondary Education. He holds the SIE and FINRA Series 7 and Series 66 securities licenses. 
Kyle currently resides in Clarion with his wife, Erika, and their four children.  He remains active in the community as a volunteer coach with Clarion High School athletics and as a member of the YMCA.
Patricia's Photo
Patricia Doverspike, CFP®
Financial Advisor
About Patricia

Patty is a Financial Advisor within the Hartzell Wealth Management team, whose practice includes providing clients with a wide range of investment services including financial and retirement income planning, advisory solutions and brokerage services. 


She joined Janney in 2019 and holds the SIE, Series 7 and 66 securities licenses and Health, Life and Variable Annuities licenses.  She has obtained the Certified Financial Planner™ professional certification.


Prior to joining Janney, she had 20 years of extensive experience in the financial field with roles in treasury and cash operations, debt administration, insurance and risk management. 


Patty and her husband, Andy, reside outside of Emlenton, PA.

Beverly's Photo
Beverly Lauer
Branch Operations Assistant
About Beverly

Bev has been with the Lerch Wealth Management team for over 30 years. She currently serves as Branch Operations Assistant. Her vast knowledge and experience in the industry as well as her dedication allows her to provide superior client service.

Bev was a member of Janney's Branch Operations Leadership Council from 2016-2017. She currently is a member of the Branch Technology Leader Program.


Bev resides in Shippenville, PA with her husband, DJ, and five children. She enjoys traveling and spending time attending her children's various sporting events. She is involved in numerous organizations in the Clarion area.

Jennifer's Photo
Jennifer Williams
Senior Registered Private Client Associate
About Jennifer

With more than 17 years experience, Jennifer has worked closely with the Hartzell Wealth Management team to provide professional administrative, client, and marketing support. She assists them in the ongoing development and maintenance of effective client relationships.


She holds SIE, Series 7, 66, 9 and 10 licenses.


Jennifer is a native of Clarion County and resides in Lucinda with her husband, James, and daughters, Adrielle and Adalynne. She is a member of St. Joseph’s Church in Lucinda and enjoys spending time with her family and friends.

Avari's Photo
Avari Schmader
Wealth Planning Associate
About Avari

Avari works closely with the Lerch Wealth Management team to help provide professional, administrative, client, marketing, and financial planning support. She currently assists the team with creating, developing, and maintaining financial plans as she works towards becoming a licensed financial planner. 


Avari is a 2019 graduate of North Clarion Jr./Sr. High School and graduated summa cum lade from Clarion University with bachelor’s degrees in personal finance, corporate finance, and business economics. She has passed the SIE exam, FINRA Series 7, and Series 66 licenses and is currently studying for the CERTIFIED FINANCIAL PLANNERTM (CFP®) professional examination. Avari is also a member of the Clarion chapter of Rotary international. 


Avari currently lives in Shippenville with her husband, Chance, and their two dogs.

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.

Greg's Photo
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.

Guy's Photo
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.


Mark's Photo
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

Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.