Our Team
With over twenty years of experience as a financial advisor, Sean has developed a clear understanding of the relationship between effort and success. He knows his clients have worked hard to reach the tops of their fields, and he believes they deserve a financial advisor who brings that same work ethic to managing their wealth. In helping clients pursue their financial goals, Sean focuses on strategic financial planning and comprehensive wealth management geared toward long-term financial stability.
Over the past several years, Sean has been recognized by major financial publications for his service, including being named to Forbes’ “Best-in-State Wealth Advisors” list every year since 2018, Barron’s “Top 1,200 Financial Advisors” list from 2020–2025, and Barron’s “Top 1,500 Financial Advisors” list in 2026.
A Houston native, Sean returned to his hometown after graduating from DePaul University’s College of Commerce in Chicago. He is active in a variety of local organizations and enjoys outdoor pursuits, including golfing, hunting, and fishing, as well as traveling with his wife and three children.
As a financial advisor at Janney, Jim serves as a wealth management partner to his clients, drawing on 27 years of experience helping individuals and families build and preserve their assets. He recognizes that thoughtful financial planning is critical to preparing for the comfortable and secure futures his clients envision. He helps clients prepare for those futures by combining strategic asset management with proactive investment planning.
Jim specializes in managing customized portfolios across equities, options, and fixed income, as well as incorporating alternative investments, including private equity, hedge funds, real estate, and structured solutions, when appropriate. He provides investment strategies aligned with each client’s goals and risk profile, supported by unwavering professionalism and attentive service.
As a Chartered Retirement Planning Counselor℠, Jim previously held senior executive roles at UBS and PaineWebber before joining Raymond James in 2003. During his time there, Jim qualified for membership in the firm’s Chairman’s Council for 17 consecutive years and was recognized as a Global Top 50 Advisor, an elite group of advisors from Canada, the U.K., and the U.S. He also served a two-year term on the firm’s Executive Council.
Originally from Houston, Jim is a graduate of Texas Tech University in Lubbock, Texas, and currently resides in Houston. He is especially proud of his endowment to the College of Arts & Sciences at Texas Tech and the creation of the Edwards Emergency Support Fund, which provides financial assistance to students facing unexpected hardships. In his free time, Jim enjoys playing golf and tennis, often with clients, and spending time with his two children.
Christin is a financial advisor with the Edwards Fitzpatrick Group. She works directly in supporting the team in all areas related to client service. This includes creating comprehensive financial planning reports, investment research and portfolio analysis. Christin has been with the Group since 2013 and excels at servicing client's needs and building long lasting relationships. She is both Series 7 and Series 66 licensed and has obtained the Accredited Asset Management Specialist℠ designation.
Allison provides client service and account administration to both Jim and Sean. She is the administrative arm of the team, handling all scheduling, incoming/outgoing cash, account transfers and setups as well as day-to-day communication with clients. She has worked in the industry for more than 14 years, 12 of those years with Jim. She and her husband, Chris, love to cheer on their hometown Astros. They welcomed their first child in February 2009.
We collaborate with other Janney specialists, as needed, who have in-depth experience in specific disciplines. Together, we can assess your unique situation, analyze different 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. In his strategist role, he is responsible for providing direction to the firm’s clients on the macroeconomic, interest rate, and bond market investing climate.
Guy authors fixed-income market periodicals, which provide relative-value perspectives and recommendations across the fixed income spectrum. At Janney Capital Management, he oversees the firm's discretionarily managed bond portfolios, taking a client-tailored approach to generating consistent income across varying interest-rate environments.
Prior to joining Janney in 2006, Guy served as Interest Rate Risk Manager for U.S. Trust’s bank asset and liability portfolios. In this role, he oversaw risk and return for $20 billion in bank assets and derivatives.
Guy is also a frequent guest on CNBC, Bloomberg TV, and Fox Business News, and regularly speaks at financial industry conferences. He studied at 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
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.