Our Team
After graduating from Cheatham County High School in 1987 and Western Kentucky University in 1991, Sheala began her career in the investment services industry at J. C. Bradford & Company in Nashville. Since then, she has worked for PaineWebber/UBS, Smith Barney and Wells Fargo Advisors before joining Janney in August, 2017.
Sheala, and her husband Jamie, lives in Franklin, Tennessee. She enjoys watching her children grow into young adults, spending time with family and friends, hanging out with her pup, Lucy, watching great movies and TV Series, traveling and volunteering for various non-profits, when time allows.
Kim Richardson started his career at Paine Webber in 1998, where he worked until joining Morgan Stanley in 2000. Kim developed his experience and business there for 4 years before joining Wells Fargo in 2004. After working for another publicly traded company, he recognized that a privately-owned firm would provide the client-first culture he desired, resulting in him joining Janney Montgomery Scott LLC in 2017.
At Janney, he works with individuals and families to customize portfolios that meet their needs and goals in an ever-changing market. He is also licensed to sell Long Term Care Insurance and helps to structure retirement plans.
Kim plays an active part in his community, supporting High Hopes Development Center, Blue Haven Youth Camp in New Mexico, Siloam Health, Hope Clinic, Grace Chapel and Ducks Unlimited. He enjoys the great outdoors and spends many hours hiking, hunting, and fishing. He enjoys playing Pickleball and loves spending time with his wife, Bonnie, and twin daughters Amy and Emily.
Jordan works with individual and institutional clients, including defined contribution plans, defined benefit plans, endowments, and foundations. Jordan began his career in 2005 with Wachovia Securities, where he earned the firm’s Recognition of Excellence Award for his outstanding client service in working with over 50 institutional retirement plans, providing detailed vendor analysis, benchmarking and performance reporting.
He received his BS degree in human Organizational Development from Vanderbilt University in 2005.
Mark began his career in the securities industry in 1993 with Hilliard Lyons. He was also a partner in CapWealth Advisors and most recently with Hilliard Lyons before joining Janney in 2019.
A native of Nashville, he is a graduate of the University of South Carolina, where he played varsity football and was a member of student government. He is also a graduate of the LSU Graduate School of Banking of the South. He and his wife, Laura, have two children.
Mark is currently a board member and past President of Youth Encouragement Services, a Nashville inner city ministry, and Board President of World Christian Broadcasting.
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.
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.
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