Brad began his career in 1981 as a Financial Advisor trainee with Merrill Lynch, and—thanks to his skillful and prudent approach to investing and commitment to client service—advanced to Vice President, Assistant Branch Manager before joining Janney in 1996. Attracted by Janney's long history of strength and stability, as well as its boutique culture focused on meeting the needs of each individual investor, Brad opened the Blue Bell office of Janney that year and has served as Branch Manager since. In this role, he works closely with the Financial Advisors in the office to provide them with the tools, guidance, independence, and support necessary to meet their clients’ needs.
A graduate of Temple University, he earned his Bachelor of Science degree in Business Administration and was a Certified Financial Planner™ professional from 1987-1996. He also completed the Wealth Management Certification Program—offered by Janney University in conjunction with The Wharton School of the University of Pennsylvania— and earned the Accredited Wealth Management Advisor℠ designation.
Brad serves on the Board of Directors at The Pathway School, a nonprofit approved private school serving students with neurological impairment, including Autism Spectrum Disorders, learning and other physiological disorders.
Brad was named to Forbes 2023 Best-in-State Wealth Management Team list. Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings and a ranking algorithm.
Brad is extremely active in both the financial and local community. He has served as the Vice President and Treasurer of the CPA Continuing Education Society of Pennsylvania, helping many Pennsylvanian CPAs satisfy their continuing education requirements. Additionally, he is a member of the Sisters of Saint Joseph Investment and Executive Committees.
Graduating from the University of Scranton with a B.S. in finance and electronic commerce, Brad joined Janney in September 2007, bringing a fresh, new perspective and energy to both the office and their clients. His decision to join the financial service industry came out of past experience watching his father, mentor and manager, Brad, advise clients on some of the most important and difficult decisions in their lives—mapping their financial futures.
Following in his father’s footsteps, Brad is building his practice upon the foundation of honesty, integrity and trust. He understands that his job as a Financial Advisor is about much more than managing money - it is about fostering relationships. As such, service is paramount, and he makes a commitment to provide every investor with prompt, personal attention.
Listening to his clients as they identify their immediate financial needs and long-term financial goals is the first and most important step in Brad’s process for building a custom financial strategy. He is dedicated to ensuring that the investments selected remain suitable by conducting regular client meetings, and assessing if changes in market conditions or evolving client financial needs require a reevaluation of those financial strategies.
Additionally, Brad serves as the Program Coordinator for the CPA Continuing Education Society of Pennsylvania, a leading organization helping many Pennsylvanian CPAs satisfy their continuing education requirements.
Brad holds his FINRA Series 7 and 66 Securities licenses, as well as his Life, Accident and Health, and Annuities Insurance licenses. In 2014 Brad earned the CRPC®, Charted Retirement Planning Counselor designation.
In 2015 Brad completed the Retirement Income Specialist (RIS) program. This program focuses on unique strategies needed to effectively plan for retirement income and equips financial advisors with the tools necessary to create retirement income plans, toward helping clients prepare for the complex issues facing retirees today.
Brad IV was named to Forbes 2023 Best-in-State Wealth Management Team list. Forbes Best-in-State Wealth Management Teams ranking was developed by SHOOK Research and is based on in-person, virtual, and telephone due diligence meetings and a ranking algorithm.
Brad IV resides in Glenside, PA, with his wife Tara, three children, and chocolate Labrador retriever Lucy. In his free time, Brad enjoys the outdoors and volunteer coaching soccer in his community.
Jim has 25 years of experience in the financial services industry, beginning with Morgan Stanley and including Univest/Girard Partners Ltd., before joining Janney in 2016.
He is a graduate of Temple University, earning his Bachelor of Business Administration degree, and has held his CRPC® (Chartered Retirement Planning Counselor) designation since 2010. Additionally, Jim holds his FINRA Series 7, 63 & 65 Securities licenses, as well as his Life, Accident & Health and Annuities Insurance licenses.
Throughout his career, Jim has worked with a wide variety of clients, including individuals, retirees, institutional, and non-profit clients, guiding their investments specifically based on their needs and goals. He focuses on building long-term relationships based on trust and service. He has stayed very active in his local community and has been involved with his local Rotary Club and is an active member of the Upper Moreland Police Pension Board, currently serving as Chairman. Jim and his wife Joan are the parents of four children and reside in Hatboro.
Brian joined the Kerr Wealth Advisors in 2018, and brings with him 9 years of industry experience.
Brian works with a variety of clients such as individual investors, families, business owners and retirees. His investment approach begins with an analysis of each client’s current and potential financial goals, needs for capital, risk tolerance and time horizon by which they need sufficient funds to act on their goals. These discussions help him create relationships of trust with his clients and help him position them to achieve their financial goals as efficiently as possible. The investment strategies Brian creates include allocations among a broad spectrum of investments selected as the likeliest to help clients achieve their short- and long-term financial goals while remaining within their risk tolerance.
Before joining Janney, Brian worked at Oppenheimer & Co. Inc., as a Financial Advisor. Prior to his time at Oppenheimer, he spent time with Lincoln Financial as a 401(k) Sales Consultant. A graduate of the University of Delaware, he holds a B.S. in Finance and Minor in Economics. In addition, Brian holds General Securities Representative License (Series 7) and the Uniform Investment Advisor Law exam (Series 65). He is also licensed as an agent in life, accident and health insurance. Brian also holds the Accredited Investment Fiduciary® designation.
Brian lives in North Wales, PA with his wife and two daughters. As an avid sports fan, when he’s not spending time with his family, he enjoys watching Philadelphia sports teams, and golfing.
Karen joined the Kerr Wealth Advisor team in 2018 and brings with her 16 years of industry experience with a degree in business. Before joining Janney, Karen worked for Univest Bank and Trust Co., located in Souderton, PA as a Client Services Associate for a team of financial advisors in the Wealth Management Department.
Karen raised her four children in Chalfont, PA and now resides in Upper Bucks County near Nockamixon State Park with her husband Pete and their Springer Spaniels Maggie and Molly.
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.
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.