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.
Zach Hiler, Registered Private Client Associate, assists with the client service activities for the HD Wealth Partners team. He has a background in taxation and an interest in investing that allows him to provide prompt and reliable service to the team’s clients.
He joined the team in November 2021 after 5 years working as an accountant for a local public accounting firm. Zach is a graduate of the University of Cincinnati’s Lindner College of Business where he earned a Bachelor of Business Administration. He has passed both the Series 7 and Series 66 licensing exams.
Zach is a resident of Ross Township and enjoys spending time outdoors with his friends and family. In his free time, he enjoys rooting on the Bearcats, playing sports of all kinds, and hopes to one day get his pilot’s license.
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.
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 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.