Our Team
Matt’s mission is simple: to help empower you to make informed decisions that lead to financial success and independence.
With 25 years of experience in the financial industry, Matt has had the privilege of guiding individuals, families, non-profits, and businesses toward their financial goals.
Matt understands that each client's financial situation is unique, which is why Matt take a personalized approach to every relationship. Whether you're planning for retirement, saving for your children's education, or aiming to grow your wealth, Matt works closely with you to develop a customized strategy tailored to your specific needs and aspirations.
As a CERTIFIED FINANCIAL PLANNER™ Matt is committed to always acting in your best interest. Matt provides objective advice and recommendations that align with your goals and values. Transparency and integrity are at the core of everything Matt does, and Matt believes in building long-term relationships based on trust, communication, and mutual respect.
Matt specializes in minimizing tax liabilities for high-net-worth individuals and managing concentrated positions. Throughout the year Matt and the team at HD Wealth Partners look for opportunities to harvest tax losses when opportunities arise.
Beyond his role as a financial advisor, Matt is passionate about empowering clients to take control of their financial future. Through education and guidance, Matt aims to equip you with the knowledge and tools you need to make confident financial decisions and achieve financial independence.
Dave’s mission is to guide you to and through financial independence.
As a CFP® professional, Dave maintains rigorous education, training and ethical standards, and is committed to serving his clients' best interests today while preparing them for a more secure and prosperous tomorrow. Further, he understands the need to provide trusted advice while tailoring sophisticated strategies on a more personal scale.
He specializes in helping small business owners and corporate leaders. In this role, he utilizes a “Total Balance Sheet” approach that he has developed and refined during his 25+ years of advising private client families and business owners. He has found this proprietary process grows wealth faster, significantly reduces tax drag and reduces overall risk. Ultimately, Dave’s goal is to help them preserve, grow and enhance their wealth.
In addition to being a founding partner of HD Wealth Partners, Dave has also managed and ultimately transitioned a family business to the next generation. He currently serves on several non-profit boards including Water Prosper, Cincinnati Host Lions Club, Cincinnati Cycle Club and The Cincinnati Cycle Club Foundation.
Matthew's mission is to educate you on how planning and investing for the future can provide you and your family a work optional lifestyle.
Since joining the practice in 2017, Matthew has had the privilege of educating individuals, families, non-profits, and businesses on how they can make their wealth work for them.
Matthew understands every client's financial situation is unique, which is why Matthew takes a personalized approach to every relationship through in depth planning.
Matthew aims to work confidentially and develop transparent relationships built on trust, communication, and mutual respect.
In working with his father, Matt, Matthew educates high net-worth individuals' adult children on preparing for the future. Matthew's goal is to make sure that your children are well prepared financially for their future.
Matthew specializes in building and managing the investment strategies at HD Wealth Partners and consistently learning about new opportunities that may fit for a client's situation.
Cynthia Wilson, Private Client Associate, manages the client service activities for HD Wealth Partners. She is well known for her fast reliable service and cheerful attitude.
She brings over 30 years of experience in the financial services industry to her current role. Before coming to work for Raymond James in 2011, she worked in a diverse mix of roles that provided her with a variety of experiences in administrative, operations and client service functions.
Cindy lives with her husband Butch in Green Township. In her spare time, she enjoys shopping, boating and eating at Skyline.
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.
Jack Cintorino, based out of the Alexandria, VA branch, provides assistance and support in many aspects of financial planning to Janney’s Financial Advisors and their clients. Prior to joining Janney, Jack was employed at AXA since October 2012 as Director / Lead Manager and Senior Case Design Consultant focusing on Estate and Charitable Planning. He holds a BA degree from State University of New York at Stony Brook, and Juris Doctor (JD) degree from Touro College School of Law.
Jack has been a featured guest on a cable television investment program, has had several articles published within the industry, and has been a guest speaker at numerous industry and public seminars.
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
Martin Schamis is responsible for the strategic direction of the Wealth Planning Team, supporting more than 850 Financial Advisors who advise Janney’s private retail client base.
Martin joined Janney from the Vanguard Group where he spent the majority of his 11-year tenure as Senior Manager of Financial Planning and Advice Services. Prior to Vanguard, Martin worked as a Financial Advisor for Morgan Stanley. Martin graduated with a Bachelor’s degree in Physics and Art from the University of Delaware and received an MBA in Finance from St. Joseph’s University.
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.