Our Team
Working closely with C-suite executives and senior leaders, I understand the time commitment and financial decisions they face. I believe that short-term decisions such as navigating annual stock options directly affect longer-term goals such as retirement, wealth transfer and legacy planning. It is critical to consider this relationship if short- and long-term objectives wish to be met. Given that no two people are alike, my holistic approach allows for a customized plan to help take executive-level responsibilities and goals from idea to execution.
As a CERTIFIED FINANCIAL PLANNER™ (CFP®) I have been at the forefront of not only Investment Consulting, but also advanced planning techniques such as wealth transfer, wealth protection, and charitable giving strategies. In successfully navigating three of history’s most extreme market corrections, The Tech Bubble of 2000, Recession of 2008, and 2020’s Covid-19 Pandemic, I have been repeatedly reminded of the importance of adhering to a disciplined strategy during volatile market conditions.
For more details about my affiliation with Janney Montgomery Scott LLC and our commitment to clients, please visit Janney’s Relationship Summary (Form CRS) at www.janney.com/crs. Here, you will find all material facts about the scope, terms of relationship, and any potential conflicts of interest.
For the past 29 years, I’ve helped my clients address their financial concerns of living the one life they have the best way they can, without undue financial sacrifice or overexposure to risk. The life-long investment planning strategies I utilize are formed from a goals-based approach focusing on each individual's specific needs, values, and risk aversion. With extensive experience throughout major shifts in the markets, I’ve dedicated my career to delivering the personalized one-on-one investment planning services that my clients and their heirs deserve.
My career as a Financial Advisor began with Smith Barney in Media, Pennsylvania in 1995, where I developed my fundamental investment knowledge. I then joined Wachovia Securities, a predecessor firm of Wells Fargo Advisors, in 2003 to take a team approach in providing personalized Wealth Management advice for individuals and families. While at Wells Fargo Advisors, I served as a Senior PIM Portfolio Manager and in 2012, I earned the Certified Investment Management Analyst® (CIMA®) certification by completing the Investment Management Consultants Association (IMCA) curriculum including the Wharton Education component, passing three rigorous examinations, and meeting stringent experience, regulatory and compliance requirements.
Knowing that everything starts and ends with each family I work with, I take great pride in helping alleviate administrative questions and confusion so that every family can get back to what is truly important to them. My experience in the financial sector, including five years with Vanguard and four years with Wells Fargo Advisors, has given me a deep industry knowledge that I believe combined with my natural empathy to help others, provides an enjoyable experience for each and every family I have the pleasure of working with.
Being able to learn from Scott and Chris over the years has been invaluable in my growth and I truly believe that together, we all make each other better every day.
In my spare time I enjoy spending time with my husband, Adam, and my three daughters, Sophia, Alyssa, and Carina.
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.
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.
Jay Guyer serves as Vice President, Senior Financial Planner in Janney Montgomery Scott’s Wealth Planning Department. He focuses on supporting the advanced financial planning efforts for the Firm’s Western region. In his role, Mr. Guyer serves as a resource for Financial Advisors working with complex client-planning needs to assist clients with meeting their goals and objectives. Mr. Guyer is based in Janney’s Pittsburgh, PA office.
Mr. Guyer has more than 30 years of experience in the financial services industry. He joined Janney from M&T Bank/Wilmington Trust, where he served as a Senior Financial Planner supporting their Western Pennsylvania and New York branches. Prior to M&T Bank, he spent time as the Director of Financial Planning with Omega Bank in State College, PA. He also served as a Financial Planner with The Vanguard Group.
Mr. Guyer is a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®). He also holds his Series 6, 7, 24, 63 and 65 securities licenses and earned the Pennsylvania Life, Accident & Health, Fixed and Variable Annuity licenses. Mr. Guyer received his JD and LLM in Tax Law from Taft Law School and has a Bachelor’s degree in Education from Juniata College.
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