Our Team
.A native Virginian and financial advisor since 1994, Ed has built his practice around helping a select group of high-net-worth individuals and families navigate the decisions involved in building, preserving, and ultimately transitioning their wealth. He and his team take pride in the long-standing relationships they have developed with clients, including relationships that now span multiple generations of the same families.
Ed believes effective wealth management begins with understanding what a client wants their wealth to accomplish. Rather than viewing investments in isolation, he and his team consider the broader financial picture and help clients connect their resources with their goals. Their consultative approach encompasses investment management, asset and liability considerations, retirement needs, and longer-term legacy objectives.
As clients' circumstances and priorities evolve, Ed and his team provide ongoing perspective and guidance to help them make informed decisions. Their goal is to serve as a trusted resource through the financial decisions that matter most—not just at a particular point in a client's life, but over the course of a long-term relationship.
Ed also brings extensive experience working with institutional clients, including insurance companies, local foundations, and corporations. His institutional work has included helping organizations establish appropriate risk parameters, develop and adopt investment policy statements, and implement asset allocation strategies.
Ed graduated from Miami University in Oxford, Ohio, with a degree in Political Science and began his financial services career with Wheat First Butcher Singer in Williamsburg, Virginia, in 1994. Prior to joining Janney in 2016, he worked with Wells Fargo Advisors in Roanoke.
A Roanoke resident since 2002, Ed has remained active in the community while raising his four sons. He previously served on the Board of the Roanoke Star Soccer Club and as President of the CCA Marlins USA Swimming club at North Cross School. He has also coached soccer and baseball through Roanoke County recreational leagues.
Michaela joined Janney in September 2025, bringing with her a strong academic background and a commitment to client-focused service and planning. She graduated cum laude with honors from Roanoke College, earning a Bachelor of Arts in Communication and a minor in Anthropology. Michaela holds the Accredited Wealth Management Advisor℠ (AWMA®) designation and has passed the Series 7, 9, 10, and 66 exams. She also holds her insurance license in the state of Virginia and is working towards her Certified Financial Planner designation.
Outside of the office, Michaela enjoys spending quality time with family and friends, baking, traveling, visiting Smith Mountain Lake, and playing with her Newfoundland. She married her college sweetheart, Hunter, in May 2018, and together they have two sons—Michael (born in 2022) and Parker (born in 2024).
Courtney joined Janney in 2021. She serves as our clients’ primary point of contact for all administrative matters, and she excels in client communication.
Courtney has completed coursework in accounting and business from Radford University and Virginia Western Community College. She is currently pursuing her Series 7 registration. Primarily, Courtney love's interacting with clients and assisting them with all aspects of their administrative needs.
Courtney resides in Hardy, with her husband, Sam, her stepson, Hunter, and her daughter, Emma. She loves spending time with her family and her dog, Charlie.
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.
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 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