Our Team

No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor.
 
Our mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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Brad S. Dickens, C(k)p®, CPFA
First Vice President / Wealth Management, Financial Advisor
About Brad
With more than 28 years of experience in the financial services industry, Brad takes great pride in helping his clients financially prepare themselves for major life events such as retirement, estate planning, sending their children to college and much more. He takes time to listen to his clients’ needs and makes recommendations that are in line with clients needs and goals.
 
He began his financial services career as an Investment Consultant at Merrill Lynch and was associated with Wells Fargo for 18 years before joining Janney in 2018.
 
Brad attended West Virginia University where he earned a Bachelor’s of Science in Marketing and a Bachelor’s of Business Administration in Communication. He is a Certified 401(k) Professional and is one of the only ten people in Tennessee with the C(k)P® designation.
 
Brad resides in Brentwood, where he raises his two teenage sons. In his free time, Brad enjoys the outdoors. He can be found in the woods, on the lake, or on the sidelines at one of his boy’s many sporting events. 
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Jason Minor, CRPC®
Vice President / Wealth Management, Financial Advisor
About Jason
With 18 years of experience in the financial services and wealth management industry, Jason is dedicated to providing clients personalized recommendations based on individual circumstances and goals. In addition to individuals and families, Jason is dedicated to his institutional and 401(k) plans/participants.
 
Having worked through multiple market cycles, it is his goal to manage the risks of his clients based on their tolerance by staying connected with them on major life changes. He also enjoys helping educate institutional client participants on the value of using company retirement plans to help them take control of their future retirement needs in a cost effective and streamlined manner.
 
Jason graduated Cum Laude from Liberty University with a Bachelor’s of Science in finance. He holds the designation of Chartered Retirement Planning Counselor (CRPC®). 
 
Before working in the financial industry, Jason performed nationally both on Television and Broadway. After having the opportunity to travel the country doing national tours of Gypsy and Sound of Music, Jason settled down in the middle Tennessee area where he has lived for over twenty years. He spends his free time with his wife, Amanda, and their three children going to and from plays, rehearsals, ball games and practices. He loves spending time with his family and volunteering at their church youth group as well as coaching his kids in their various activities. Jason is also a member of the Screen Actors Guild and the Actors Equity Association.
Supported By

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.

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Debra Roey
Vice President, Retirement Plan Services Director
About Debra

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.

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Guy LeBas
Chief Fixed Income Strategist, Janney Montgomery Scott LLC Director, Custom Fixed Income Solutions, Janney Capital Management
About Guy

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.

 

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Mark D. Luschini
Chief Investment Strategist, Janney Montgomery Scott LLC President and Chief Investment Officer, Janney Capital Management
About Mark

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

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Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.