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.
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.
Kerry Ahern joined Janney in 2025, bringing over 25 years of experience in the financial services industry. She began her career in 1998 on the Retirement Plans desk at Putnam Investments in Boston before moving to Pioneer Investments, where she supported financial advisors in the Midwest as an Internal Wholesaler. In 2003, Kerry returned to her home state of Maryland and joined a team of financial advisors at Ferris, Baker Watts, Inc. as a Registered Sales Assistant. She continued to build her career at Morgan Stanley, where she spent over a decade as a Group Administrator supporting a large team of advisors and staff. In 2021, she joined Fidelity Investments as a Planning Consultant, helping high-net-worth clients navigate complex financial plans. Kerry studied Social Work at Juniata College – an experience that helped shape her client-focused approach to financial services. She holds Series 7 and 66 securities licenses, in addition to Maryland Life & Health insurance licenses.
Kerry lives in Phoenix, Maryland, with her husband, their three children, a golden retriever, and two cats. Outside of work, she can often be found cheering from the sidelines at lacrosse games, tending her garden, enjoying live music, or challenging herself with a Peloton workout.
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.
Dan Wantrobski is Director of Research at Janney Montgomery Scott and has over 20 years of industry experience as a technical analyst and strategist.
Mr. Wantrobski spent the first 10 years of his career at Paine Webber and UBS, where he developed his knowledge as a technician and macro strategist following the equity, fixed income, commodity, and currency markets. He has also spent time at Fox Pitt Kelton, Bedford Quantitative, and New Albion Partners. From 2008 to 2016, Mr. Wantrobski served as Janney’s technical strategist.
Mr. Wantrobski regularly comments in the media on key issues arising in the industry, with appearances in outlets such as The Wall Street Journal, Reuters, The Philadelphia Inquirer, CNBC, Fox Business, and Bloomberg TV. He is also a frequent speaker at financial industry conferences, including the Ernst & Young Annual Firm Conference where he has served as a guest speaker for the last five years.
Mr. Wantrobski is a Chartered Market Technician ® (CMT) and attended Villanova University, graduating cum laude with a B.S. in Finance.
He currently resides in Moorestown, NJ where he volunteers as a firefighter with Relief Engine Co. 312.
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.
Emily is responsible for running Janney’s Financial Planning Software. She provides Janney Financial Advisors and Financial Planners with training and guidance on the planning software, as well as assistance creating and presenting the financial plans.
Emily joined Janney in 2018 while enrolled in Temple University’s Financial Planning Program. Prior to Janney, she worked for Leon Levy & Associates and Northwestern Mutual.
Emily graduated from Temple University with a B.S in Financial Planning & Human Resource Management. She is a Certified Financial Planner (CFP®) Professional and holds the Series 7; Series 66; and Life, Health, Accident & Fixed Annuities Licenses
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 serves as Vice President and the Director of Janney's High Net Worth Consulting Group. She provides comprehensive solutions designed to effectively address complex issues to help high net worth individuals and families, business owners, corporate executives, professional athletes, and others meet their goals and objectives.
Most recently, Shurdonna served as Assistant Vice President & Senior Financial Planner, supporting the advanced financial planning efforts for the Firm's Mid-Atlantic region. She also supported Janney’s clients in achieving their financial goals, provided subject matter expertise, and coached Janney's Financial Advisors and their clients through all aspects of financial planning. Together, they formulate comprehensive financial plans outlining estate, trust, and wealth transfer planning, asset protection, retirement, income tax, and charitable planning strategies.
Shurdonna has more than 15 years of progressive experience in the investment management industry. Previously, Shurdonna was a Financial Advisor in Vanguard Personal Advisor Services®, where she provided investment guidance and financial planning services to clients with significant wealth. Shurdonna also served in Vanguard’s Education Savings Group, focusing on 529 plans and college-savings strategies. While at Vanguard, Shurdonna had the opportunity to rotate through several of the firm's departments, including Retirement Plan Services, International, and Retail Investor Group, as part of its Accelerated Leadership Development Program.
Shurdonna earned the Certified Financial PlannerTM designation and holds FINRA Series 7 and 63 licenses.
She received her Juris Doctor (J.D.) from Temple University Beasley School of Law and has a Bachelor of Science in Finance from Morgan State University Earl G. Graves School of Business and Management.
Shurdonna is an active leader in her region's nonprofit community. She is a board member and a member of the finance, DEI, and strategic planning committees of Philadelphia's Magic Gardens mosaic art environment. She’s also a member of Alpha Kappa Alpha Sorority, Incorporated, an international service organization.