Bob has extensive experience working with high net worth families. His experience founding a multi-million dollar energy firm provides him with a unique understanding of entrepreneurs and the challenges they face as business owners. He is familiar with advanced strategies wealthy families frequently employ, and enjoys working with family business owners, corporate executives approaching retirement, and families interested in growing and preserving wealth across generations. Bob has been a financial advisor since 1993 and has been working in finance since completing his MBA in 1984.
Bob earned the Certified Investment Management Analyst (CIMA®) designation through the Wharton School at the University of Pennsylvania, as well as the Certified Private Wealth Advisor (CPWA®) designation at the University of Chicago Booth School of Business. Bob is also a CERTIFIED FINANCIAL PLANNER™ professional. Bob graduated from Villanova University and received his MBA from the Thunderbird School of Global Management.
Bob lives in Marblehead with his wife, Leslie. He is active in the local community, past President of the Marblehead Rotary Club, and in his spare time enjoys skiing, cycling, golf and spending time at his second home in Park City, UT.
Alan is an experienced advisor with over 40 years in the financial services industry. He focuses on portfolio construction, investment management, long term care solutions, and retirement income planning – working with clients and their families to make sound financial decisions. Alan serves a diverse range of investors, including companies, executives, families and individuals. Alan holds a Bachelor of Science degree from the University of Tennessee and a Master of Science, Urban Finance from Boston University.
Prior to Janney, Alan worked for E.F. Hutton, A.G. Edwards, and Wells Fargo Advisors in a leadership position as a branch manager. Alan served as First Lieutenant in the US Army. Alan lives locally with his wife, Lyn. They have two daughters, Stefanie and Alyssa, and four grandchildren Knox, Joseph, Douglas, and Grace. He is active in the community, a member of Old North Church in Marblehead, MA, and Chairman of the Investment Committee of the Old North Church Endowment Fund. In addition, he and his wife are involved with Lifebridge, a regional non-profit serving the homeless. Alan enjoys music, politics, golf, and tennis. He served as past President and is currently a Guarantor of the Beach Club in Swampscott.
Brian brings over 20 years of experience to OARS Wealth Advisors. Prior to joining, he worked at RiverFront Investment Group working as a liaison between the investment team and financial advisors to help communicate RiverFront’s investment approach and how to integrate their portfolios into client solutions. Brian is now in his second stint at Janney. Before his time with RiverFront, Brian worked with a group out of Janney’s corporate office dedicated to helping financial advisors improve client outcomes and create efficiency in their practice.
Brian strives to understand every client’s unique needs and goals. With that objective in mind Brian spends his time getting to know the individuals, families, and small business owners he works with. Through this collaborative approach to wealth planning, Brian seeks to help clients navigate complex financial topics like retirement income, divorce, education funding, socially conscious investing, and estate planning.
Brian lives in Andover with his wife, Lauren and four children. He is a graduate of Merrimack College where he played lacrosse and studied business and economics. Active in the community, Brian coaches many youth sports teams and serves on the Board of Directors for Andover Youth Lacrosse.
Heidi brings over 20 years of experience in the financial industry beginning with her career at Merrill Lynch in 1998. In 2003, Heidi joined Alan Freeman at A.G. Edwards and Sons. Heidi is certified with the Accredited Wealth Management Advisor℠ designation, the Accredited Asset Management Specialist℠ designation, holds the FINRA Series 7, 9/10, 63 and 66 licenses and is also insurance licensed. She is responsible for the management of the team’s financial and administrative operations.
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.
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
Mike Halloran serves as an Equity Strategist in Janney’s Investment Strategy Group. Bringing over 20 years of financial service experience to Janney’s established team of professionals, Mike analyzes all asset classes with particular emphasis on equity research.
Prior to Janney, Mike was Vice President of Market Strategy for BPU Investment Management Group, and was responsible for the development of the firm’s global outlook and implementation of numerous investment strategies. His previous experience includes performing equity research for large cap core and growth mutual funds, and working in PNC’s investment banking organization supporting M&A, high yield, private placement, loan syndication, and derivative security transactions. He is also an adjunct finance professor and former aerospace research engineer.
Mike received his B.S. in Mechanical Engineering from the University of Pittsburgh, M.B.A. from Carnegie Mellon University and his M.S. in Mechanical Engineering from the University of Florida. He also holds the Chartered Financial Analyst (CFA) designation.
Shurdonna serves as the Director of Janney’s High Net Worth Consulting group. In this role, she collaborates with Financial Advisors to fully assess clients’ needs, identify a range of potential strategies, and coordinate product solutions for those with significant wealth.
Shurdonna has more than 15 years of progressive experience in the investment-management industry. She joined Janney in 2017 as a Senior Financial Planner. Previously, Shurdonna was a Financial Advisor in Vanguard Personal Advisor Services®, where she provided investment guidance and financial-planning services to high-net-worth clients and their families. Shurdonna also served in Vanguard’s Education Savings Group, where she focused on 529 Plans and college-savings strategies. While at Vanguard, Shurdonna had the opportunity to rotate through several of the firm's departments, including Retirement Plan Services, International, and Retail Investor Group, as part of their Accelerated Leadership Development Program.
Shurdonna has earned the Certified Financial PlannerTM designation and holds FINRA Series 7 and 63 licenses. She received her Juris Doctor (J.D.) from Temple University Beasley School of Law and has a Bachelor of Science in Finance from Morgan State University Earl G. Graves School of Business and Management.
Shurdonna is an active leader in her region's nonprofit community and currently serves as a board member and a member of the finance committee of Philadelphia's Magic Gardens. She’s also a member of the Financial Ministry at her church, as well as a member of Alpha Kappa Alpha Sorority, Inc.