Our Team
Thomas Conaghan brings over 40 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, as a volunteer only, in his community and participates in Movember. In his spare time, Thomas enjoys surfing, paddle surfing and golf. He and his wife, Kathy, have been married for 30 years and share two children. Their daughter Fiona is a nurse in a NICU unit, at Baptist Hospital in Jacksonville, and their son Keiran just graduated from the University of Southern Mississippi.
Tom Galvin is Senior Vice President / Regional Director, Midwest of Janney Montgomery Scott. In this capacity, Tom works with Janney’s leadership team on strategic initiatives focused on recruiting and advisor support and leads Janney’s growth in the Midwest and North Florida markets.
Prior to joining Janney, Tom spent 25 years with Raymond James in various advisor and leadership roles, most recently as Divisional Director of the Southern Division. In his leadership roles he was responsible for various markets across the eastern coast from Northern Florida through Massachusetts. While with Raymond James he was awarded both Branch Manager of the Year in 2006 and Complex Manager of the Year in 2010. He held Regional and Divisional Director roles from 2012-2023. He was a member of the Raymond James Financial Executive Committee from 2007-2009.
Tom attended SIFMA’s Securities Industry Institute at The University of Pennsylvania – Wharton from 2007-2009 and completed the University of Pennsylvania Strategy Executive Education program in 2014.
Tom and his wife, Lauren, reside in Jacksonville, FL with their three boys, Thomas, William and Benjamin. When not in the office Tom can likely be found at the soccer field, basketball court, flag football field, swimming pool or one of the many other sporting events his sons participate in. In the off chance he isn’t, he’ll hopefully be on the golf course.
Tom graduated with honors from the University of Texas – El Paso with a BBA in Finance and Economics where he was a four-year letterman on the golf team and multiyear member of the Western Athletic Conference Academic All-Conference team. He is a past Board Member of the Jacksonville Symphony Orchestra, Juvenile Diabetes Research Foundation and Jacksonville Superbowl Host Committee.
Jim can advise clients on a wide range of financial matters including specific investment services, overall asset allocation and coordination, retirement planning, education funding, inter-generational financial planning, and life insurance. By using the right mix of investment recommendations to build their portfolio, Jim helps his clients bridge the gap between where they are now in their lives and where they ultimately want to be. He also believes education is the cornerstone for successful client relationships. The start of this relationship begins with Jim listening to his clients’ “life values” and he helps to explain ways in which they may achieve their desired goals. This plan becomes the “road map”. The long-term process includes one-on-one meetings, periodic portfolio reviews, workshops and seminars. He also helps clients plan financial equitable divorce settlements by assisting with investment valuations, spousal benefit analysis, and retirement income projections during the divorce process. Jim’s career began with Nissan Motor Corporation where he served as a Financial Field Consultant. A few years later he decided to obtain his Real Estate and Mortgage Broker’s licenses and subsequently worked for a mortgage broker and real estate developer while studying capital markets and world economics. After becoming a registered representative in the financial industry, he became a Financial Advisor for a regional brokerage firm before joining Janney. Jim has continued his professional education by obtaining the Accredited Wealth Management Advisor℠ designation from The Wharton School of Business. His professional knowledge extends into the community. Jim had been an investment instructor with the Duval County Schools in the “Continuing Education” division. He also has been an adjunct professor at Jacksonville University, University of North Florida and most recently, FCCJ. He has taught classes to CPAs and attorneys for continuing education credits. He has also been a guest lecturer at Barnes and Noble, has a number of publishing credits. He has been a financial speaker for the local NBC and FOX news affiliates. Jim and his wife live in Jacksonville.
Visit my website, www.JimNewmanFinancial.com.
Visit my website, www.Tdbernstein.com.
Jeff’s primary focus is to be your relationship manager. His role finds him coordinating performance reviews and ongoing client communication as well as routine meetings with money managers to conduct due diligence. Providing access for you and your family members to resources and contacts as a sounding board in unexpected and/or complicated matters is his mission. Jeff has over 25 years of industry experience and, prior to joining Janney, served at Wells Fargo Advisors since 2009.
Jeff and his wife, Christina, have two children, daughter- Maddox, and son- Camden. Jeff enjoys spending time with family and friends at the beach. In his free time he gets in a round of golf. Jeff was formerly a member on the Tax Slayer Bowl Committee in Jacksonville. He was also previously involved with the Office of Institutional Advancement with Flagler College by helping found and fund the Professor Louis R.F. Preysz III Scholarship Fund and Flagler Alumni Board. Jeff also volunteers with the Jacksonville Area Golf Association as a Director for the Ponte Vedra Inn & Club.
Graves Tidwell Wealth Advisory Group of Janney Montgomery Scott LLC
Visit our website, www.gravestidwell.com.
Mike has been helping select families since 2001 develop comprehensive wealth management strategies. As a Financial Advisor, Mike helps guide families through a strategy and planning process that is designed to make the complex feel simple so you can enjoy what you have achieved. His process begins by listening to you, learning about your life and working with you to understand your priorities. Mike and Janney’s team of specialists will then make recommendations specifically for you, aligning with your personal values and family goals.
Throughout his career, Mike has been dedicated to helping the team’s high net worth clients build, manage and preserve their wealth and provide a smooth transition of that wealth to multiple generations. Mike is firmly committed to building successful long-term relationships with the families we help and continuously strives to enhance the service the team provides to those families.
The focus of Mike’s philosophy is to act as your partner and offer an approach with strategic thinking to pull all aspects of your financial life together, which ultimately helps you make more informed decisions as opposed to emotional decisions.
Mike currently lives in Atlantic Beach with his wife Denise of over 33 years and their son Jack. He is an active member of his community and church and has been a longtime member of the Deerwood Rotary. Mike and his family enjoy, boating, golfing and travel, Mike also enjoys cooking for family, friends and clients.
Graves Tidwell Wealth Advisory Group of Janney Montgomery Scott LLC
Visit our website, www.gravestidwell.com.
Rodger has over 30 years in the investment business and is dedicated to helping individuals meet their financial needs. He develops financial, retirement, and investment plans around his clients’ long-term goals and risk tolerance. His extensive experience throughout major shifts in the markets and geopolitical events enables him to help structure a balanced portfolio to address specific financial goals.
Rodger began his career with Lehman Brothers in New York in 1988. In 2009, Rodger moved his practice to Ponte Vedra Beach, Florida and serves clients in 20+ states across the country. Recently, he moved his practice to Janney Montgomery Scott and looks forward to helping his clients meet their financial needs for many years to come.
Rodger earned his bachelor’s degree in political science from the University of Tulsa, and holds Series 7, 63, and 65 securities licenses, as well as Health and Variable Annuity Licenses.
Away from the office Rodger enjoys coaching youth sports, playing golf, and spending time with his wife Jennifer and children, Philip and Meredith.
Mike has been serving clients in the financial services industry since 1985, with a career dedicated to working closely with community bank boards, shareholders, and directors. With over three decades of experience, he focuses in helping community banks distribute their shares on OTC markets and other exchanges, and in acquiring shares of select community bank stocks on behalf of individual investors and current or former bank directors.
Throughout his career, Mike has navigated both bull and bear markets, consistently aligning his strategies with the best interests of his clients. He works in partnership with a network of seasoned professionals who are committed to delivering best-in-class investment insights and execution in the community bank sector.
Mike began his community bank-focused career at Raymond James. In 1987, he joined Williams Securities Group, a Florida-based investment bank and NASDAQ market maker focusing on community bank stocks. Following the firm’s acquisition by R.W. Baird in 1991, Mike remained focused on the community bank space, emphasizing the importance of facilitating OTC market trading for banks.
In 1998, he joined Advest, Inc., where he launched and distributed the Florida Bank Stock Review, a monthly newsletter he produced until 2011. After Advest was acquired, Mike returned to Raymond James from 2006 to 2013. In 2014, he joined Atlanta-based FIG Partners to help expand the firm’s services to community banks, especially in increasing visibility and shareholder liquidity via OTC Market listings.
Following FIG’s acquisition by Janney in 2019, Mike joined D. A. Davidson’s Community Bank Services Group. In 2024, he continued his longstanding commitment to the sector by joining Janney and affiliating with his former FIG Partners team.
Peyton joined Janney Montgomery Scott LLC in 2008. Upon his arrival to the firm, he worked closely with Don Cavalcanto perfecting his growing business and adding more value to his clients. In the fall of 2010, Don and Peyton officially joined forces and created D.A.C. Investment Partners.
In addition to his role as a Financial Advisor for Janney, he also serves on the branch council for the firm. Together with other members of the council, Peyton helps orchestrate ways the branch can participate in local communities and raise money for charitable organizations.
Prior to joining Janney, Peyton worked at J.P. McGowan and Company Inc., splitting his time between the Municipal Bond Trading Desk and Municipal Underwriters. While with J.P. McGowan, he worked closely with some of the world's most talented municipal finance underwriters and did research associated with several large municipal offerings, both at the local and national level.
Peyton graduated with a Bachelor of Science in the field of Finance from the Alfred Lerner College of Business and Economics at the University of Delaware. He currently has his FINRA Series 7, 63, and 66 licenses as well as health and life insurance licenses.
Steffy works with our clients to maintain excellent service and client communication standards within our practice. This includes trading, document processing, asset movement, account maintenance, and preparing financial plans.
Steffy has been a part of the industry since 2009 and trusts in our team’s dedication to serving you with meticulous attention to detail and promptly addressing client requests.
Of Laotian decent, Steffy was born in France but moved to Eagan, MN, shortly thereafter, where she lived for 13 years. In 2001, she moved with her family to Tampa, Florida. Steffy received her bachelor’s degree in finance from The University of South Florida and began her career with Morgan Stanley Smith Barney. She subsequently moved with her team to Wells Fargo Advisors in Clearwater, Florida in 2010. She then moved to Jacksonville for five years while her husband, Thomas, completed his Orthopedic Surgery Residency at UF Health in 2013. Their four children, Wyatt, Kennedy, Oakley, and Colson, keep them busy, but in their free time, they enjoy outdoor activities such as hiking, kayaking, mountain biking, skiing, and spending time with family and friends. Steffy currently holds her Series 7 and 66 registrations and Life, Health, and Variable Annuity Licenses.
Linda's goal is to give every client legendary service. She takes care of all the operational and administration services for our team. This includes document processing, asset management, account maintenance, excellent communication and timely follow up for a great client relationship. Linda has more than 33 years of financial industry experience. She currently has a series 6, 7 and 63 securities registrations.
Linda grew up in Cocoa Florida, attended Brevard Community College and FCCJ in Jacksonville. She relocated to Jacksonville in 1993. She joined The Graves Tidwell Wealth Advisory Group in May 2017.
Linda has been married to her husband Bob for 40 years and has two grown daughters Kristina and Angelia and 3 grandsons Robert, Christian and Jordan. When not working she enjoys swimming, camping, gardening and spending time with her family.
Graves Tidwell Wealth Advisory Group of Janney Montgomery Scott LLC
Visit our website, www.gravestidwell.com.
Lori believes in giving unmatched service to our clients. As an integral part of the team, Lori is responsible for the administrative and operational needs of our clients. She accomplishes this though excellent communication and follow up to achieve the best client experience. She has been in the financial industry since 1985 and holds series 7, 63 and 66 security licenses.
Graves Tidwell Wealth Advisory Group of Janney Montgomery Scott LLC
Visit our website, www.gravestidwell.com.
In 1996, I was given the opportunity to work in a field that I had a fascination with and would foster my core need to help people. I worked there for 6 years and obtained my series 7 and 63 license which allowed me to be able to work more closely with clients. I worked briefly at Morgan Stanley before the opportunity to join Janney opened in March of 2006. The firm had a wonderful reputation of helping clients achieve their goals and I especially liked the fact that Janney is one of the oldest firms on Wall Street. I was excited to further my career with Jim Newman who has been a mentor. In 2019 I obtained my series 65 license.
I am motivated and committed to maintain the ability to be flexible and adaptable in our ever-changing industry. With the mindset to learn, grow and strive for excellence. I take pride in my ability to listen attentively. I value our client’s and am dedicated to their best interest. I take pride in my unwavering determination to go above and beyond to deliver exceptional service that exceeds their expectations. I am native of Jacksonville, FL and love to spend time with my family.
Visit our website, www.JimNewmanFinancial.com.
Temple serves as Branch Operations Manager, helping provide the highest level of service to clients.
Krissy joined Janney Montgomery Scott in 2022 and plays a key role as the first point of contact for clients and visitors. With a passion for delivering outstanding service, she ensures a seamless office experience by handling a wide range of administrative responsibilities, coordinating vendor meetings, supporting charitable initiatives, and keeping day-to-day operations running smoothly.
Currently working toward her Series 7 and Series 66 securities registrations, Krissy is enthusiastic about expanding her expertise and growing within the financial services industry.
A proud Florida native, Krissy enjoys the outdoors, whether it's taking her dogs to the beach, exploring local springs, or spending quality time with family and friends.
Garrett began his career in the financial services industry in 2019 and joined Janney Montgomery Scott in 2024. With a strong foundation in financial markets and regulatory compliance, he works alongside a skilled team that primarily focuses on serving clients investing in community bank stocks.
He studied at Florida State College at Jacksonville and the University of Florida, and holds several industry licenses, including the Series 7, Series 66, Series 9, and Series 10—demonstrating broad knowledge of securities, investment strategies, and financial regulations.
Garrett lives in Jacksonville with his wife, Stephanie, and their son, Jeremiah. He enjoys playing drums, staying active, and being involved in his church community.
Madeleine (Mady) Rose works with our clients to provide exceptional service and ensure effective communication within our practice. Mady was born and raised in Vermont before she made her transition to the sunshine state when she enrolled in Florida State University. Earning two bachelor’s degrees in finance and hospitality, she now combines her professional expertise with a strong commitment to serving her clients.
Mady started out her career at Equitable Advisors focusing on employer sponsored retirement planning and has transitioned to join Janney Montgomery Scott to bring her knowledge and enthusiasm to the Goldman Group. Mady holds her Series 7 and 66 licenses, as well as Life, Health, and Variable Annuity license. She is a Retirement Income Certified Professional® (RICP®) and currently pursuing her CERTIFIED FINANCIAL PLANNER® (CFP®) designation to further enhance her skills in retirement and financial planning. She currently lives on Jax Beach with her goldendoodle, Gus. She enjoys staying active and being in nature. Outside of work, you can often find her at the pottery or yoga studio or walking on the beach.
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.
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.
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.
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