Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to recommend a plan that is tailored to fit your unique needs and preferences. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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Robert D. Gleyze, CFP® , RIS
Senior Vice President / Wealth Management, Financial Advisor
G.R. Orr III
Managing Director, Branch Manager
Michael Callas, CFP®, AWMA®
Assistant Vice President, Financial Advisor
Mark Scholl, AWMA®
First Vice President / Investments Financial Advisor
Dan Gleyze, CPA , AWMA®
Financial Advisor
Garrett MacDonald
Account Executive
Keleigh Sopher, CFP®
Account Executive
What We Do
No matter where you are in life – we’re here for you through every step of your financial journey.
Working With Clients
Our investment philosophy focuses on helping investors manage their wealth, guiding them through investment strategies that best suit their diverse needs.
Business Retirement Plans
We partner with organizations to deliver innovative, results-oriented retirement plan solutions. Our structured, consultative process is developed to help you offer a well-designed plan—supported by high-level service that empowers your employees to work toward long-term financial security.
College Saving and Funding Plans
Plan for More™—supporting your student’s future while protecting your broader financial goals.
As the cost of higher education continues to rise, paying for college often requires more than saving—it often calls for a thoughtful, customized strategy that balances education funding with your broader financial goals.
Events
Check out information on upcoming and past events we’re pleased to offer you, virtually and/or in person, on a variety of topics.
Janney’s Mid-Year Market Update
As we reach the midpoint of the year, markets continue to evolve—and so do the factors shaping what comes next.
Recent Event: Janney's 2026 Market Outlook
What can we expect for the economy and markets in 2026?
Recent Event: Year-End Planning: Tax and Estate
As the end of 2025 approaches, there’s a lot to consider when it comes to estate and tax planning—particularly for clients with more complex wealth.
Educational Videos
Inherited IRA Rules
When someone inherits an IRA, one of the first questions is: “Can I just leave it alone and let it keep growing?” The rules changed under the SECURE Act. Many inherited IRAs must now be distributed within 10 years, and depending on the situation, annual withdrawals may also apply. That can create unexpected tax consequences if withdrawals aren’t planned carefully. Waiting until year 10 to withdraw everything can sometimes lead to a large tax bill depending on your circumstances. If you or someone in your family inherits a retirement account, understanding these rules can make a big difference. 🎥 Watch the video for a brief explanation below.
How Having a Child Can Change Your Financial Picture
When you have a child, one of the first things that changes—outside of your daily routine—is your financial picture.From estate planning and guardianship considerations to life insurance, employee benefits, tax strategies, and college savings planning, there are several areas many growing families choose to review during this stage of life.A lot of parents focus on one item, like opening a 529 plan, but often the bigger conversation is how all the pieces fit together—especially when cash flow, childcare costs, or changes in work schedules start to shift the household budget.If you’re expecting or recently welcomed a child, taking time to understand these areas can be an important step in protecting and providing for your family.🎥 Watch the video for a brief explanation below.
Roth vs. Pre-Tax 401(k): Understanding the Difference
People are making a tax decision in their 401(k) every single paycheck… and many don’t even realize it.The choice between Roth and pre-tax contributions can impact taxes, retirement income, and long-term flexibility over time.For some individuals, Roth contributions may make sense earlier in their career, while pre-tax contributions may become more valuable during higher earning years. In many cases, having a mix of both can create flexibility later on.One thing many people don’t realize is that most 401(k) plans automatically default to pre-tax contributions. So unless you’ve reviewed your elections, there’s a good chance that’s what you’re currently using.🎥 Watch the video for a brief explanation below.
Recent Updates
Stay up-to-date and in-the know about every aspect of your financial picture.
June 01, 2026
Plan for 100: Income Planning for a Longer Life
Planning to live longer? With many people now living into their 90s and beyond, it may be worth considering how your financial plan can support a retirement that could last decades.
May 28, 2026
When you have a child, one of the first things that changes outside of your daily routine is your financial picture.
From estate planning and guardianship considerations to life insurance, employee benefits, tax strategies, and college savings planning, there are several areas many growing families choose to review during this stage of life.
A lot of parents focus on one item, like opening a 529 plan, but often the bigger conversation is how all the pieces fit together especially when cash flow, childcare costs, or changes in work schedules start to shift the household budget.
If you’re expecting or recently welcomed a child, taking time to understand these areas can be an important step in protecting and providing for your family.
Watch the video for a brief explanation below.
#FinancialPlanning #EstatePlanning #LifeInsurance #529Plan #CollegePlanning #NewParents #FamilyFinance
Research & Insights
Access our latest research and insights covering market news, financial planning topics, and more.
Janney’s Strength and Stability
We would like to share this message from our Interim President regarding Janney’s strength and stability, and our continuing perspective on the Silicon Valley Bank financial collapse: A Message from Tony Miller, Interim President on Janney’s Strength and Stability The news of the financial collapse of Silicon Valley Bank, and the subsequent effect this is having in the marketplace, can be concerning. When financial distress surfaces at one institution, this can call into question the stability and soundness of our banking system and financial markets and this no doubt challenges our confidence. We will continue to monitor and see in the coming days how the banking system, the FDIC, and Fed work to minimize the impact.There are a few important things to share regarding Janney’s financial stability in light of this news:Our business model, by design, is focused on serving clients while ensuring long-term financial strength and stability.We are very well capitalized. We maintain an excess net capital position which is 10 times the regulatory requirement. Additionally, our parent company, The Penn Mutual Life Insurance Company, carries over $3 billion in excess capital.Penn Mutual carries the following agency ratings:A.M. Best, A+ (Superior) Reaffirmed March 2022Kroll Bond Rating Agency, AA (Very High Quality) Reaffirmed November 2022Moody’s Investors Service, Aa3 (High Quality) Reaffirmed April 2022Standard & Poor’s, A+ (Strong) Reaffirmed December 2022Fitch Ratings, AA- (Very Strong) Affirmed November 2022We do not maintain any public debt, allowing the Firm to operate completely unleveraged.We have steady and stable earnings with two recent record years in both revenues and profits, and a record of quarterly profitability that goes back nearly 140 quarters.Our Janney Insured Sweep Cash Management program has not been impacted. We consistently monitor all banks associated with this program and will continue to do so in light of this news. Read more about Account Protection at Janney at https://www.janney.com/wealth-management/education/all-education/detail/education/2022/03/21/your-assets-are-in-good-hands-resources-and-account-protection-at-janney Our equity research and investment strategy teams will continue to provide commentary and perspectives as news progresses. Visit www.Janney.com or our secure client portal, Online Access, at MyJanney.com for the latest insights. Market turmoil, while challenging, reinforces Janney’s position of stability today and the value we seek to bring to each client relationship.Thank you for choosing Janney and the trust you’ve put in your Advisor and our Firm. If you would like to discuss this, please call or email us at 724.934.3418 or pontiswealth@janney.com.
April Investment Perspectives
Our Investment Strategy Group examines how geopolitical tensions are influencing oil prices and market dynamics. The report also explores opportunities in emerging markets and reinforces the importance of staying focused on long-term fundamentals.
Remaining Disciplined During Market Downturns
Investors who remain committed to their financial goals in the face of short-term market turbulence may ultimately benefit.
Office Information
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.