Rich is a founding member of QL Wealth Advisors and oversees portfolio construction and private money manager analysis/selection. He leads a team of 7 financial professionals serving high net worth individuals and companies with strategies for tax-efficient wealth accumulation, retirement income planning, and legacy wealth transfer to future generations.
In addition to his executive management role at QL Wealth Advisors, Rich serves in leadership roles with advisory and investment committees. Rich served on both Legg Mason and Smith Barney's Prestigious President Councils and is a current member of Janney’s CEO Roundtable. Rich advises Janney’s Wealth Management Mutual Fund Investment Committee on mutual fund and ETF strategies under consideration for inclusion on the Janney Mutual Fund Recommended List.
In 2017, 2018 and 2020 Rich was named to the Financial Times’ "400 Top Financial Advisors" list. In 2020, 2021 and in 2022, Rich was recognized by Forbes Magazine and named to its "Best-In-State Wealth Advisors" list.
He is a Certified Financial Planner™ (CFP®) professional, a Certified Investment Management Analyst (CIMA®), and is Certified in Long-Term Care (CLTC). Rich began his career in 1992 at Legg Mason where he was Director of Investment Management Services.
Rich received his Bachelor of Arts in Social and Behavioral Sciences from Johns Hopkins University. He is a member of The Investment Management Consultants Association and is an Advisor with A-Level Capital. He is a former Board Member with St. Ambrose Housing and Aid Center where he has served on the charities board and finance committees. Rich volunteers for the Helping Up Mission, in Baltimore.
Rich, his wife Jennifer, and their family currently reside in Phoenix, MD.
Steve is a co-founding member of QL Wealth Advisors and specializes in financial planning for high-net-worth individuals, their families, foundations, and endowments through a family office approach. Steve creates wealth management strategies integrating advice, technology, and personalized solutions for clients.
In 2018, Steve was honored by Financial Times by being named to its 400 Top Financial Advisors ranking. In 2020, 2021, and in 2022, Steve was named to the Forbes Best-In-State Wealth Advisors list.
Steve is a Certified Financial Planner™ (CFP®) professional and Executive Vice President/Wealth Management at Janney and a founding member of QL Wealth Advisors. Steve holds the Accredited Investment Fiduciary (AIF®) and Retirement Income Certified Professional (RICP®) designations.
Steve involves himself in the community as a trustee for the Chizuk Amuno Foundation which is a not-for-profit that provides religious services, education, scholarships, and programs for the Chizuk Amuno community.
He received his bachelor’s degree in business management from the University of Maryland as well as a Master’s of Finance (MSF) degree from Loyola College in Baltimore, Maryland.
Steve resides in Baltimore with his wife, Leslie, and children, Kaitlyn and Harry.
Kris began his career in financial services in 2006. As the team’s money manager liaison, he focuses on managed accounts, performance reporting, contact management, and 529 plans.
Kris is a graduate of Mount St. Mary’s College and is licensed in the Series 7 and 66. He has most recently completed his Certified Financial Planner™ (CFP®) professional education program through the College for Financial Planning.
Brandon joined Janney Montgomery Scott in 2016, where he held numerous positions in the Wealth Management Department at Janney’s corporate headquarters in Philadelphia. Brandon joined QL Wealth Advisors in 2022 and works closely with the team to assist with the implementation of investment solutions, financial planning, and practice management to help clients achieve their financial goals.
Brandon graduated from Towson University with a Bachelor of Science degree in Finance and is licensed in the Series 7 and 66.
Katie Hughes brings over 20 years of industry experience to the team and is delighted by providing a first-class experience to her clients!
Katie graduated from Towson University with a Bachelor of Science degree and is licensed in the Series 7 and 66. She also holds licenses as a Health/Life and Variable Annuity Agent.
Katie involves herself in the community as a volunteer for the Wells Spring of Life Farm which is a non-profit that provides equine therapy for military personnel, first responders, at-risk teens, and their families.
Victoria brings 22 years of Investment experience in the Securities Industry to our team. Prior to working in the Securities Industry, Victoria worked in Banking as an Officer in the Investment Department of Signet Bank where she was recognized as a Star Employee for her accomplishments.
Victoria also holds licenses as a Health/Life and Variable Annuity Agent.
Victoria’s loves are family, animals, and her great friends.
Victoria has always taken pride in her interactions with clients and colleagues.
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.
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.
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