Our Team

Janney's business model allows for each advisor to manage his or her own practice according to the needs of their clients, and our Financial Advisors have the resources, and support to create customized investment strategies to meet the individual goals of each client. Janney's specialists and support departments in the corporate office in Philadelphia are always available to meet with you and your clients. They also welcome the opportunity to meet with other outside advisors, tax attorneys and CPAs the client may employ.
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Gormley Furlong Wealth Advisory Group
of Janney Montgomery Scott LLC
About Gormley

www.gormleyfurlonggroup.com 


Timothy P. Gormley, CFP, Executive Vice President/Wealth Management, Financial Advisor

Paul M. Furlong, Executive Vice President/Wealth Management, Financial Advisor

Kevin M. Keane, AIF, AAMS Vice President/Wealth Management, Financial Advisor

Kathleen M. Zelenka, Vice President/Wealth Management, Financial Advisor

Amber Heary, Senior Registered Private Client Associate

James Laurenzi, Private Client Associate

William A. Heinz, Private Client Associate

Holly Deats, Private Client Associate

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Thomas Seger
CFP, Financial Advisor
About Thomas

Seger Wealth Management

www.segerwealthmanagement.com 


Sherry O'Connor, Private Client Associate

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R. Gene Gaillard
First Vice President, Wealth Management, Financial Advisor
About R.

www.rgenegaillard.com


Sherry O"Connor, Private Client Associate

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Edward J. D. Sherwood
Vice President / Investments, Financial Advisor, Branch Office Manager
About Edward
For over 30 years, Ed has dedicated his career to guiding investors through some of life's most challenging financial situations. Through consultation, education, and a commitment to offering the highest quality of service and advice based on trust, respect, and most importantly, integrity, he has helped many clients accumulate, grow, preserve and enjoy their wealth.
 
Ed joined Janney in June of 2001 and shortly thereafter opened the Newtown/Yardley branch. As branch manager, he is in charge of recruiting new advisors, coaching the current staff and ensuring the office is running as smoothly as possible.

Ed has over 30 years of experience in the financial services industry. He graduated Summa Cum Laude from Philadelphia University, with a bachelor’s degree in business finance.

Visit his website here: www.edwardsherwood-janney.com
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Lorrie Garber Riggs, RIS
First Vice President / Wealth Management, Financial Advisor
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Sargent Wealth Management Group
of Janney Montgomery Scott LLC
About Sargent

www.sargentwealthmanagement.com


  • Peter H. Sargent, CFA, CFP®, Executive Vice President/Wealth Management
  • Christine Lindsay, CFP®, CRPC®, Account Executive
  • Tyler Hamilton, Financial Advisor
  • Regan Schumacher, Registered Private Client Associate
  • Ryan J. Hamilton, Financial Advisor
  • Sean Lyon, Registered Private Client Associate
  • Andrew Sargent, FA Associate
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Frank A. Weckenman & Sons
of Janney Montgomery Scott LLC
About Frank

www.weckenmanandsons.com


  • Frank Weckenman, CFP®, AWMA®, AIF, First Vice President / Wealth Management
  • Robert Weckenman, CFP®, AIF, First Vice President / Wealth Management
  • Michael Weckenman, CFP, AIF, Financial Advisor
  • Randi DeNofa, Registered Private Client Associate
  • Sarah Piano, Private Client Associate
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Tyler Hamilton, CFP, CLU
Financial Advisor
About Tyler
  • Regan Schumacher, Registered Private Client Associate
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Ryan J. Hamilton, RIS
Financial Advisor, CFP
About Ryan
  • Regan Schumacher, Registered Private Client Associate
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Support Staff
of the Newtown Office
About Support
  • Amber Heary, Senior Registered Private Client Associate
  • Christine Lindsay, CFP, CRPC, Account Executive
  • Randi DeNofa, Registered Private Client Associate
  • Sean Lyon, Registered Private Client Associate
  • James Laurenzi, Private Client Associate
  • William Heinz, Private Client Associate
  • Holly Deats - Private Client Associate
  • Sarah Piano, Private Client Associate
  • Sherry O'Connor, Private Client Associate
  • Regan Schumacher, Registered Private Client
  • Theresa Stevens, Branch Operations Manager
Contact
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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Greg Drahuschak
Market Strategist
About Greg

Greg Drahuschak joined Janney in 1991. He has over 45 years of economic experience and provides daily, weekly, and monthly market commentary, with a particular focus on the equity market, to Janney and our clients.

 

Prior to joining Janney, he worked as a retail broker with—and eventually transitioned into the research departments of—Butcher & Singer and Wheat First Securities. He was also an instructor at Robert Morris College and the University of Pittsburgh.

 

Greg has written articles for several newspapers and websites, and has been the featured financial professional on many live radio broadcasts. 

 

He earned his B.A. in fine arts from the Indiana University of Pennsylvania, as well as certificates from the Wharton School of the University of Pennsylvania and from the New York Institute of Finance.

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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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Kim (Termine) Beil, CFP®
Vice President, Director of Managed and Insured Solutions Group
About Kim

Kim Beil serves as Director of the Managed and Insured Solutions Group in Janney Montgomery Scott’s Wealth Management department. In this role, Ms. Beil oversees the daily activities of the Managed and Insured Solutions Group and is responsible for promoting both advisory and insured solutions for the firm.

 

Ms. Beil is an active member of the Firm, the industry, and is involved in several community organizations. At Janney, she is a member of the Firm’s Women’s Interactive Network (WIN). She is also a founding member for Girls on the Run Philadelphia, a non-profit program that encourages preteen girls to develop self-respect and healthy lifestyles through running. Currently, she volunteers with the Neucrue Cancer Foundation.

 

A graduate of Drexel University, Mrs. Beil holds a B.S. in business administration, and has over 15 years of financial services industry experience at Janney. She is an Accredited Wealth Management Advisor℠ (AWMA®), holds an insurance license, and is a LEADERSHIP Philadelphia Fellow.

 

In her spare time, Ms. Beil enjoys running and challenging herself in half marathons.

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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.