Our Team
The success of the KLC Wealth Advisory team and the high standards they have set, start with Brian's unrelenting drive to help our friends and clients achieve their goals, both financial and personal. He prides himself on always being accessible to his clients on a 24/7 basis. His focus is to help high-net-worth clients achieve the type of lifestyle that matters most to them. That includes pursuing their personal goals, preserving wealth and growing wealth for their lifetimes, planning for potential health care costs and providing resources to help manage the wealth transfer process to the next generation. He’s the guy who knows what to do or who to call to turn client requests into action.
Professional experience
Janney has a long-distinguished history as a true regional firm, tracing its roots to 1832. Brian has been part of that history for more than 43 years, beginning his career on the over-the-counter trading desk in the home office. In addition, to his role as Financial Advisor, Brian has had an integral role on the Janney team, serving as Branch Manager of the Allentown office for the better part of 30 years. He oversaw 13 branches as the Firm’s northeast Regional Manager for two years, while continuing to grow his team as an advisor. He holds FINRA Series 7, 8, and 63 licenses. Brian has served on the Janney Branch Management Council and has been honored as Financial Advisor of the Year. This annual award is presented to an advisor who exhibits unsurpassed client service and leadership in the office and community.
Personal Background
Brian has served on the committee for the Mary Ellen Easter Seals Golf Tournament. He is an avid golfer and enjoys landscaping in his free time. Brian has two beautiful children, Samantha and Andrew, who both reside in the Lehigh Valley.
Drawn to Janney’s client-focused approach to investments, John joined the firm in 1990 as a Financial Advisor. At Janney, John focuses on individual client needs by recommending customized investment plans tailored to meet each client’s goals and objectives. Over the years, John has grown his practice serving the needs of his clients by offering a broad range of products and services. Additionally, John has oversight responsibility serving as the Assistant Branch Manager of the Allentown branch.
Professional Experience
John began his career in the financial industry as an auditor for the Central Collection Agency where he was responsible for auditing municipal tax returns in the Greater Cleveland area. As part of a three-person team while working as a financial consultant for Cuyahoga County, John was instrumental in implementing an automated accounting system to generate year-end, compliant financial statements. John received a BA degree from Cleveland State University. He holds FINRA Series 7, 9, 10 and 63 licenses as well as a PA Life, Accident and Health Insurance license.
Personal Background
John has been involved in the community by serving on several boards including Lehigh Carbon Community College, Catasauqua Area School District, Camelot for Children, the Catasauqua Youth Athletic Association and is currently serving as the president of Bear Hollow Hunting Club.
John and his wife, Janet, have been married for over 35 years. They have three sons and seven grandchildren. John loves spending time with family and friends and enjoys golf and hunting.
A Lehigh Valley native and CERTIFIED FINANCIAL PLANNER™ (CFP®) professional, Julie provides a customized wealth management approach including investment management, retirement planning, wealth transfer, education funding and charitable planning. She purposefully joined a team with the aim of providing business owners, corporate executives and multiple generations of families with exceptional financial planning advice and service. She helps clients make informed life and financial decisions based on their goals.
Professional Experience
Julie has over 25 years of client-facing experience in the finance and logistics industries. She has been recognized by Forbes as one of their 2024 Best-in-State Women Wealth Advisors. She joined Janney in 2019 after 9 years at Morgan Stanley. Her passion for learning is evident from the numerous courses she’s completed such as the Certification in Alternative Investments the designation of an Accredited Investment Fiduciary (AIF®) as well as the Certification in Long-Term Care (CLTC®). She earned the Certified Divorce Financial Analyst® (CDFA®) designation in 2016 and is trained to provide financial advice and to educate clients on the financial implications of different divorce settlement proposals. Her investment and advisory registrations include Series 7 and 66 as well as the PA Life, Accident and Health Insurance license. Her MBA in strategy and economics is from the Melbourne Business School in Australia and her BBA is from the University of North Florida. Julie has been named to the 2024 Forbes list of Best-in-State Women Wealth Advisors.
Personal Background
Julie is an Executive Board Member of the Estate Planning Council of the Lehigh Valley and a member of Lehigh Valley Aging in Place. She is a passionate fundraiser for the YWCA Allentown and was the emcee for the Annual Perfect Fit Luncheon a fifth time in 2022. For over a decade, she was an active volunteer with the Greater Lehigh Valley Chamber of Commerce and held positions such as the Chair of the Ambassadors Council and a member of the Board of Governors. Her interests include travel, golf, yoga, cooking, baking and spending time with her family.
Debbie helps lead the operational team to provide white glove service to clients. Her attention to detail, follow through and adherence to the best interest standard are notable. Debbie joined Janney in 2015 as a Private Client Assistant. With almost 25 years of financial industry experience, Debbie brought to Janney a comprehensive institutional background spanning all aspects of operations and technology with respect to both equities and fixed income. Today she serves clients as a Senior Registered Private Client Associate.
Professional Experience
Debbie began her exciting career in New York City within the financial industry in 1985 at E.F. Hutton as an International Operations Settlements Specialist. Most of Debbie’s nearly 25 years of institutional industry experience was spent at Jefferies and Company where she climbed the corporate ladder from International Operations to International Trading Liaison to Middle Office Supervisor to Business Technology and finally to Vice President of Operations & Technology within the Fixed Income Division. Debbie also spent almost a year in Connecticut in Product Development and as the Customer Service Manager for Ascendant Compliance Management’s compliance and operational risk platform.
Debbie holds the following FINRA licenses: General Securities Representative (Series 7), and Investment Adviser (Series 66). Debbie received a B.A. in Economics from Rollins College and an M.A. in Adolescent Mathematics Education from Hunter College.
Personal Background
Debbie enjoys the outdoors, spending time with and training her three hunting dogs, and volunteering with the North American Versatile Hunting Dog Association, the Versatile Hunting Dog Federation, and the American Kennel Club.
Clients require robust and sophisticated investment services. Through excellent personal service, Andrew assists with the responsibilities of enhancing our clients overall experience with Janney. From facilitating investment management, financial planning, estate/trust management, retirement solutions to insurance, Andrew works alongside our Financial Advisors to deliver a high-touch, customized approach to financial planning as a Private Client Associate. Andrew's professional attitude and his commitment to success helps our clients to prepare for their financial future.
Professional Experience
Andrew holds his FINRA Series 7 license and is currently pursuing the Series 66. He began his career with Janney in 2008 after graduating with a Bachelor’s degree in Marketing from Saint Leo University in Florida.
Personal Background
Andrew enjoys spending time working out, golfing and playing with his new dog, Diamond.
Marjory Nelcoski is a Private Client Associate in the Allentown office of Janney Montgomery Scott. Marjory delivers exceptional service to business owners, individuals and families. She primarily assists Financial Advisor, Julie Knight, in the ongoing development and maintenance of effective client relationships. She helps with many administrative functions and helps process client requests. She also assists in coordinating educational client events and maintaining on-going client communications.
Professional Experience
Marjory worked as an Administrative Assistant at Penn State Lehigh Valley for a year, after working at Educational Testing Service (ETS) as a Client/Program Manager for 17 years. While at ETS, Marjory managed a full-service needs analysis financial aid program for the National Association of Independent Schools, assessments for the Wyoming Department of Education, the California Department of Education, the Enrollment Management Association and various College Board programs. Prior to working at ETS, Marjory served as Assistant Director of Financial Aid at the College of St. Elizabeth. She received her BA degree in organ performance from Cedar Crest College, pursued graduate studies in Musicology at Penn State University and holds an MBA in Finance from Fairleigh Dickinson University.
Personal Background
Marjory also serves as music director and organist at a Lutheran church in Whitehall PA. Spending family time with her husband, children and three grandsons is her favorite pastime.
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