Thomas has over two decades of financial services experience. He began his financial services career in accounting and mortgage banking. He has provided comprehensive financial, retirement and estate planning since 1992 for both individuals and businesses. As a portfolio manager, he has been entrusted to manage client portfolios with discretionary authority since 1996.
Thomas has a Bachelor of Science degree in accounting from SUNY Albany. He has directed a girls' national level travel basketball program and resides in Saratoga Springs, New York with his wife, Victoria. Thomas and Victoria have three children.
Since joining The Niles and Carl Group in 2013, Jessica has dedicated her career to developing lasting and in-depth relationships with clients and their families. This comprehensive understanding of the needs and expectations of the financial relationship has allowed her to best organize clients’ financial lives, ultimately providing holistic and thorough financial planning.
Jessica holds a Bachelor of Science degree in Chemistry from the University of Maryland, College Park and is a Level 2 CFA® (Chartered Financial Analyst) candidate. Since returning to the Capital District, Jessica has been actively involved in the community, completing the Leadership Saratoga program, and in the past has worked with such organizations as the Saratoga Hospital Foundation, Saratoga Springs Preservation Foundation, and the Friends of the Saratoga Springs Public Library.
Jessica resides in Saratoga Springs, New York with her dogs, Beau and Murphy.
Bridget is a Senior Registered Private Client Associate who is committed to create an environment of trust, communication and integrity. She believes that good listening, empathy, attention to detail and promptness are the key for the best client experience.
Bridget joined Janney in 2013 after working as a Senior Branch Office Administrator for Financial Advisors at Edward Jones Investments. She joined Janney because it provided her the opportunity to learn and grow while supporting her endeavor to become fully registered.
She graduated with a Bachelor of Science degree in Psychology. Bridget currently holds FINRA Series 7 and Series 63 licenses.
Bridget has served as an active Community volunteer and works closely with Friends of the Saratoga Springs Public Library Board of Directors. Bridget resides in Saratoga Springs, NY, and is the proud mother of two grown sons.
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.
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.
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.
Laura Medigovich is a Vice President and Senior Financial Planner with Janney Montgomery Scott. Ms. Medigovich, who is based out of Purchase, NY, covers the Firm’s Northern region.
To support Janney’s clients in achieving their financial goals through sound planning, she coaches Janney’s Financial Advisors and their clients through all aspects of financial planning. Her areas of planning knowledge and experience include retirement, insurance, education, business-succession, estate and legacy, and philanthropic.
Ms. Medigovich joined Janney in 2019. Prior to joining the Firm, she was a Vice President, Senior Financial Planner for Wilmington Trust/M&T Bank. There, she was responsible for developing customized wealth-management strategies and financial plans for prominent individuals, families, and business owners. Ms. Medigovich also shared her financial planning experience through a weekly personal finance column in the local Hudson Valley newspaper, the Times-Herald Journal, which she wrote for more than a decade.
Ms. Medigovich has achieved a number of professional certifications, including the Certified Financial Plannerᵀᴹ professional designation from the Certified Financial Planner Board of Standards. She also earned the Chartered Financial Consultant and Chartered Life Underwriter designations from The American College and the Certified Trust and Financial Advisor designation from the Institute for Certified Bankers.
Other industry-focused programs from which Ms. Medigovich has graduated include the Virginia Bankers Association School of Bank Management at The University of Virginia, and the Cannon Trust School, Cannon Institute, at Pepperdine University.
She holds a Bachelor of Arts degree in Sociology from the University of Maryland.
Ms. Medigovich is a leader in her region’s finance community. Her leadership roles include serving as a member of the Board and the Director of Advocacy for the Greater Hudson Valley Financial Planning Association.
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