Our Team
With our combined years of industry experience, we strive to provide excellent service as we guide our clients through the phases of investing: wealth accumulation, wealth preservation, and wealth distribution. Learn more about our team below.
Craig joined Janney in 2025, bringing over 40 years of experience in the financial services industry. Previously associated with Morgan Stanley, he began his career on Wall Street in November 1982, after working as a CPA for Ernst & Young and Deloitte Haskins & Sells.
Craig is dedicated to helping individuals and families achieve long-term financial confidence through comprehensive financial planning. With a client-centered approach, he and his team work closely with clients to develop personalized strategies that align with their unique goals, values, and life circumstances.
Craig graduated from Babson College, earning his degree in Accounting, in 1980. He currently holds his FINRA Series 7, 15, 63, and 65 securities licenses.
Outside the office, Craig is happily married to his wife of 45 years, Melissa. They are proud parents to two adult children, Danielle and Ashton, and even prouder grandparents to their granddaughter, Esti—with another grandchild on the way. When he’s not spending time with his family, you can find Craig cheering on the New York Jets, collecting sports memorabilia, and studying numismatics.
Alan joined Janney in 2025, bringing nearly 40 years of experience in the financial services industry. His prior experience included roles at Morgan Stanley, operating his own financial planning and tax practice in New York City, and working as a CPA at Ernst & Young.
Alan joined forces with Craig Moss in 1994, and thirty years later, they continue to work closely together to help clients achieve their financial goals. As a CERTIFIED FINANCIAL PLANNER® professional, Alan is passionate about guiding clients in aligning their financial decisions with their personal values and long-term goals, helping them navigate toward a life of financial well-being.
Alan graduated from Syracuse University, where he earned his bachelor’s degree in accounting and an MBA in finance. In addition to being a CFP® practitioner, he holds his FINRA Series 7, 63, and 65 securities licenses.
Alan is a proud New Yorker, born in Brookyln and raised in Jericho, he now resides in Saratoga Springs.
With a background as a Compliance and Risk Officer in the financial services industry, Ana brings deep understanding of regulatory standards, ethical investing and practices, and risk management to every client relationship. This foundation helps ensure her clients receive guidance that is both strategic and responsible and helps her design personalized wealth strategies that prioritize both growth and protection.
Ana focuses on helping individuals and families navigate their long-term wealth preservation with clarity and confidence. Her clients value her transparent approach and commitment to maintaining the highest ethical standards.
Originally from Serbia, Ana built her career through resilience- earning two bachelor’s degrees, multiple FINRA licenses, and an MBA while working full-time and raising her children. A TedX Talk speaker and recipient of multiple professional recognitions, she combines technical expertise with real-life experience, guiding clients with clarity, integrity, and confidence.
Outside of work, Ana enjoys spending time with her two sons. She is a proud sports mom, supporting her older son as he plays football for Massapequa Mustangs and lacrosse for Long Island Jesters, while her younger son is dedicated to karate.
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.
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
Shurdonna is a Vice President and Director of Janney’s High Net Worth Consulting Group, where she leads a team focused on delivering a comprehensive wealth management experience for individuals, families, business owners, executives, professional athletes, and other clients with complex financial needs. She partners with Financial Advisors to bring together the firm's specialized resources and expertise, delivering tailored solutions aligned with clients' long-term objectives. By coordinating specialists across investment management, estate and trust planning, tax strategy, asset protection, charitable giving, lending, business owner solutions, executive services, and alternative investments, she helps provide integrated guidance designed to address the evolving needs of high-net-worth clients and their families.
Shurdonna brings more than 18 years of experience in investment management and wealth planning. Prior to her current role, she served as Assistant Vice President and Wealth Strategist, supporting advanced planning initiatives across Janney's Mid-Atlantic region. In that capacity, she partnered with Financial Advisors and their clients on sophisticated planning matters involving estate and wealth transfer planning, asset protection, retirement planning, tax planning, and charitable giving.
Before joining Janney, Shurdonna served as a Financial Advisor with Vanguard Personal Advisor Services®, where she managed investment portfolios and served as the primary advisor to high-net-worth individuals and families, providing comprehensive wealth management guidance across investment strategy, financial planning, and long-term wealth stewardship. Earlier in her career, she was a Financial Advisor Associate within Vanguard Asset Management Services, supporting many of the firm's most complex ultra-high-networth clients through portfolio construction, investment analysis, and comprehensive financial planning. She also participated in Vanguard's Accelerated Leadership Development Program, completing rotations in the firm's International Client Services, Retirement Plan Services, Education Savings Group, and Retail Investor Group.
Shurdonna is a Certified Financial Planner™ professional and holds FINRA Series 7 and Series 63 licenses. She earned her J.D. from Temple University Beasley School of Law and a B.S. in Finance from Morgan State University’s Earl G. Graves School of Business and Management. Shurdonna is an active leader in her region's nonprofit community, serving on the board of Philadelphia’s Magic Gardens and participating in its finance, DEI, and strategic planning committees. She is also a member of Alpha Kappa Alpha Sorority, Incorporated, an international service organization.