Our Team

Janney’s leadership team and executive committee are composed of respected professionals with extensive industry knowledge, veteran insight, and a shared strategic vision for the future. With many able to draw upon their own backgrounds as advisors, this team and committee understand the demands and rewards of your profession, and they are here to help you succeed.

Primary support comes from your Branch, Complex, and Regional Managers. With years of industry experience, they serve as both mentors and managers, allowing you the freedom to run your own practice while working with you to help it grow.
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Thomas A. Conaghan
Branch Office Manager
About Thomas
Thomas Conaghan brings over 37 years of industry experience, starting from the ground up. He began his career in back office operations, moved on to middle office operations before being a clerk on the floor of the New York Stock Exchange. Thomas spent several years abroad working for Smith Barney in London. He joined Janney during the financial crisis of March 2009, drawn to the stability of the Private Investment Firm as well as the strong leadership of the Executive Committee.

Thomas earned his accreditation from the New York Institute of Finance. He is Series 7, 9, 10, 24, 55, 63 and 65 licensed. Outside of the office, Thomas is involved in the Wounded Warrior Project in his community and participates in Movember. In his spare time, Thomas enjoys surfing, paddle surfing and karate. He and his wife, Kathy, have been married for 30 years and share two children. Their daughter Fiona is attending the University of Alabama and their son Keiran is attending University of Southern Mississippi.
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Jim Newman, AWMA®
Senior Vice President / Wealth Management, Financial Advisor
About Jim

Visit my website, www.JimNewmanFinancial.com.

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Todd Bernstein
First Vice President/Wealth /Management, Financial Advisor
About Todd

Visit my website, www.Tdbernstein.com.

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Jeffrey Tidwell, CLTC®
Executive Vice President/Wealth Management, Financial Advisor
About Jeffrey

Graves Tidwell Wealth Advisory Group of Janney Montgomery Scott LLC

Visit our website, www.gravestidwell.com.

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Michael Graves, CLTC®
Senior Vice President/Wealth Management, Financial Advisor
About Michael

Graves Tidwell Wealth Advisory Group of Janney Montgomery Scott LLC

Visit our website, www.gravestidwell.com.

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Rodger Goldman
Executive Vice President / Wealth Management, Financial Advisor
About Rodger

www.rodgergoldman.com

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John (Jack) Bacon
Senior Vice President/Wealth Management, Financial Advisor
About John

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Steffy Kaiser
Assistant Vice President, Account Executive
About Steffy

www.rodgergoldman.com

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Linda Wall
Senior Registered Private Client Associate
About Linda

Graves Tidwell Wealth Advisory Group of Janney Montgomery Scott LLC

Visit our website, www.gravestidwell.com.

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Lori Beardeaux-Proulx
Senior Registered Private Client Associate
About Lori

Graves Tidwell Wealth Advisory Group of Janney Montgomery Scott LLC

Visit our website, www.gravestidwell.com.

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Angela Winburn
Senior Registered Private Client Associate
About Angela

Visit our website, www.JimNewmanFinancial.com.

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Temple Waltemeyer
Branch Operations Manager
About Temple

Temple serves as Branch Operations Manager, helping provide the highest level of service to clients.

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Kristina Bell
Private Client Associate
About Kristina

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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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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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.