Our Team
Long before navigating the complexities of the financial markets, John learned the value of a clear map and a steady hand. Between 1995 and 1998, he served as an infantryman in the U.S. Army, a tenure defined by an eight-month deployment to Bosnia and time spent teaching the critical skill of land navigation at West Point. This early chapter instilled a core philosophy that guides his practice today: in both the field and the market, success is built on meticulous preparation and the ability to pivot when the terrain changes.
In 2003, John transitioned his leadership from the military to the world of wealth management, drawn to the family-oriented culture of Janney Montgomery Scott LLC. Over the next two decades, he evolved into a Senior Vice President, not merely by managing assets, but by becoming a steward for the families he serves. He recognized early on that a "gap" existed in the industry’s need for "advice beyond investments" that focused on the often-underserved segments of retirement and estate planning.
John’s commitment to clients is reflected in a lifelong pursuit of education. He is one of the rare advisors that hold a Master of Science in Personal Financial Planning, a nearly three-year journey that deepened his expertise in advanced financial planning concepts. His alphabet of professional designations including the coveted CERTIFIED FINANCIAL PLANNER TM serves as a testament to a simple belief: the more he knows, the better he can protect the futures of the high-net-worth families and business owners who entrust him.
Beyond the balance sheets, John’s story is deeply intertwined with the Lehigh Valley and Upper Bucks region. A longtime resident of Richland Township, his leadership extended to the Upper Bucks Chamber of Commerce, where he served as President and a board member for seven years. He commingles his passion for sporting clays with sponsorships for many local nonprofit organizations. For John, financial planning is more than a profession; it is a way to strengthen the community, one family and one business at a time, ensuring that the wealth built today becomes a lasting legacy for tomorrow.
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