Our Team
For over 30 years, Kevin has helped clients plan for retirement and manage their investment portfolios with an eye toward the future. He focuses on wealth preservation strategies and all phases of retirement planning, including income management.
His deep experience and passion are evident to the clients he serves, and he finds great fulfillment in helping people pursue their goals. He has a fascination for the markets and the geopolitical events that influence them. As a result, he remains fully informed about current events and takes note of any developments that could bring added value to his clients.
Before his time as a Financial Advisor, Kevin served as sub-complex manager at Morgan Stanley/Smith Barney for 25 years, where he was responsible for supervising three different offices. Earlier in his career, he also held positions at T. Rowe Price and The New York Times. He earned a bachelor’s degree in government from the College of William & Mary. He is also an arbitrator for the Financial Industry Regulatory Authority – FINRA.
Kevin is a native New Yorker and long-time Maryland resident, living in Towson with his wife, Grace, and five children. Active in the community, Kevin finds fulfillment in serving as a volunteer at one of his favorite charitable organizations, the Maryland Food Bank. When not helping others, he enjoys golfing.
Scott joined Janney in 2026 with more than 26 years of experience in the financial services industry, helping individuals and families pursue their long-term financial goals with clarity and confidence. He began his career at Legg Mason in Baltimore and went on to serve clients at A.G. Edwards (2005–2007), Wachovia Securities/Wells Fargo Advisors (2007–2011), and Raymond James (2011–2026). Throughout his career, he has remained committed to delivering disciplined investment guidance and comprehensive financial planning tailored to each client’s unique circumstances.
What attracted Scott most to Janney is the firm’s long reputation for stability and its people-first culture. While many firms in the industry are becoming increasingly driven by top-down economics, Janney remains committed to a client-centered approach that is focused on the client/advisor relationship at the local level. This allows him to provide the sophisticated resources of a major financial institution, like top-tier research and advanced planning technology, while maintaining the agility and personal touch of a smaller, dedicated team. Ultimately, Scott wanted to be at a firm where his clients are names, not account numbers, and where he has the autonomy to put their interest at the center of every decision—and Janney does just that.
Scott graduated summa cum laude from St. Mary’s College of Maryland with a Bachelor of Science in Economics & Finance and holds the Accredited Asset Management Specialist® (AAMS®) designation.
A lifelong Maryland resident, Scott lives in Freeland, Maryland with his wife, Sarah, and their four children: Brady, Camryn, McKenna, and Nevada. He enjoys spending time with family and friends, is active in his church, Grace Fellowship in Timonium, Maryland, and is also an accomplished musician.
With over 40 years in the financial service industry, Di is a seasoned professional who provides clients with competent, knowledgeable service. Before joining Raymond James in 2006, Di spent 24 years at Advest, a financial services firm acquired by Merrill Lynch in 2005. Di is a Baltimore native and lives in Cockeysville. In her spare time, she serves as Secretary and board member for The Natural History Society of Maryland and volunteers for various other organizations.
Kali plays a vital role in supporting our clients by developing personalized strategies that encompass investment planning, goal setting, retirement preparation, and estate planning. She holds active Series 7 and Series 66 licenses. In 2024, she participated in the Raymond James Advisory Mastery Program Foundations cohort, where she built a strong foundation in financial literacy, data analysis, and practice development – skills that directly support her planning for clients. Kali also serves as an Emerging Planner member of the Baltimore Estate Planning Council.
Before joining Janney Montgomery Scott, Kali worked as a Financial Planning Consultant at Raymond James, where she provided in-depth guidance to clients navigating complex financial decisions. She launched her career as an Analyst at Morgan Stanley following her undergrad graduation in 2022, where she gained a strong analytical foundation that now informs her strategic planning approach. A proud Baltimore native, Kali attended Notre Dame Prep and earned her bachelor’s degree in Business Administration with a concentration in Marketing from Towson University.
Kali is originally from Bel Air, Maryland, and now resides in Perry Hall. Outside the office, she enjoys working out, traveling, cooking, and spending time with loved ones. Her favorite local spot is Rev Cycle Studio in Baltimore, where she’s a regular fixture on weeknights and weekends.
Conor has worked in the financial services industry for nearly 10 years. He is dedicated to helping families navigate the complexities of their financial lives with confidence and clarity. Conor has a deep commitment to client service, taking time to understand the unique values and aspirations of each household he serves. He received his Bachelor’s degree from the University of Notre Dame and enjoys spending time with his family.
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
Mike Halloran serves as an Equity Strategist in Janney’s Investment Strategy Group. Bringing over 20 years of financial service experience to Janney’s established team of professionals, Mike analyzes all asset classes with particular emphasis on equity research.
Prior to Janney, Mike was Vice President of Market Strategy for BPU Investment Management Group, and was responsible for the development of the firm’s global outlook and implementation of numerous investment strategies. His previous experience includes performing equity research for large cap core and growth mutual funds, and working in PNC’s investment banking organization supporting M&A, high yield, private placement, loan syndication, and derivative security transactions. He is also an adjunct finance professor and former aerospace research engineer.
Mike received his B.S. in Mechanical Engineering from the University of Pittsburgh, M.B.A. from Carnegie Mellon University and his M.S. in Mechanical Engineering from the University of Florida. He also holds the Chartered Financial Analyst (CFA) designation.
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.