Our Team
Highly attentive and responsive to the needs of our clients and their families, Jess takes an educational approach to guiding them toward financial security and a rewarding life path. Clients trust her professionalism, confidentiality, and ability to help them address all aspects of their financial lives.
A graduate of the University of Pittsburgh, Jess earned her bachelor's degree in Business. She started her financial services career with Vanguard in 1998, and worked at Merrill Lynch prior to joining Janney in 2009.
Jess is a dedicated supporter of local non-profit organizations: AACR, Unite for Her, Legacy of Hope, and the Ronald McDonald House of Philadelphia. She is a member of the Leadership Council for The Wistar Institute who advocate Wistar’s mission of developing advancements in the fields of cancer, immunology, and infectious diseases. Jess is also a participatory member of the Janney Women Financial Advisory Board. As a member of the board, she interacts with senior leadership and is committed to developing platforms that allow female advisors to thrive and promote professional development in the dynamic financial industry.
Jess and her partner, Dave, embrace the coastal lifestyle by spending time near and on the water. They are members of the Cape May Tuna & Marlin Club and enjoy fishing and outdoor activities with their five nieces and nephews and their Chesapeake Bay retriever, Hoss. Off the water, Jess is an avid Philadelphia season ticket sports fan, who travels the country with her family and friends to see Phillies and Eagles games annually.
Multiple generations of clients have grown to appreciate Janet’s focus on protecting their families’ financial well-being and legacy wealth planning.
With a bachelor’s degree from the University of Pittsburgh and a MBA in finance from Drexel University, Janet’s finance career began with Merrill Lynch in 1981. She completed the Chartered Retirement Planning Counselor (CRPC®) certification at the College for Financial Planning in 2007 and joined Janney in 2009.
A patron of the Philadelphia and New York theatre communities, Janet served on the board of The Simpatico Theatre Project from 2016 to 2022. She is a founding and supporting member of the Barnes Foundation, and has been a member of the Philadelphia Museum of Art for nearly 40 years.
Raised in a home where she was encouraged to pursue her dreams, Janet supports many feminist causes. She has enjoyed participating in her book club for 30 years and has practiced yoga for the past 25 years. Janet has traveled extensively throughout the United States, Europe, India.
Renee is the Senior Private Client Associate for Riser Hartman Wealth Advisors.
In her role, Renee is a first point of contact for all clients, anticipating their needs and developing a plan to deliver exceptional service and meet their financial goals. She brings over 35 years of experience to the role; prior to joining Janney, Renee worked in a similar capacity at Morgan Stanley and Merrill Lynch.
Renee enjoys reading, traveling, and going to the Jersey Shore with her husband and family.
Nate brings a powerful combination of academic foundation and hands-on industry experience to Riser Hartman Wealth Advisors. After earning his BS in Finance and Financial Planning with honors from the University of Delaware, he began his career at Janney in 2023, where he honed his expertise in comprehensive wealth management.
As a Certified Financial Planner (CFP), Nate has achieved the profession's highest standard of competency and ethics, positioning him to deliver sophisticated financial strategies tailored to each client's unique circumstances. His commitment to excellence extends far beyond meeting expectations—he's dedicated to helping clients achieve financial confidence and peace of mind.
At Riser Hartman Wealth Advisors, Nate specializes in creating personalized financial roadmaps that align with his clients' goals, values, and aspirations. He believes that successful financial planning goes beyond numbers and portfolios; it's about building lasting relationships founded on trust, clear communication, and deep understanding of what matters most to each client.
When he's not helping clients navigate their financial futures, Nate enjoys fishing, golfing and passionately supporting Philly sports teams. This appreciation for life's pleasures reinforces his holistic approach to financial planning—ensuring his clients can pursue their passions while maintaining long-term financial security.
As a Private Client Associate at Riser Hartman Wealth Advisors, Kaitlin plays a key role in managing all aspects of daily business operations and serves as a first point of contact for our clients. With over 15 years of experience in the financial services industry, she brings a high level of professionalism, precision, and dedication to client service. Kaitlin is known for her impeccable attention to detail and her commitment to exceeding client expectations.
Kaitlin holds a Bachelor's degree from Shippensburg University, in Business Administration & Marketing. Beyond her professional role, Kaitlin is deeply involved in her community. She serves as a Committee Member for Spin 4 Gin, a non-profit organization that raises awareness for rare sarcoma cancers in memory of her late best friend. She also spent over five years as a mentor with Big Brothers Big Sisters of Philadelphia through the Beyond School Walls program.
Kaitlin lives in Mullica Hill, New Jersey, with her family. In her free time, she enjoys traveling, cheering on Philadelphia sports teams, and trying new recipes in the kitchen.
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.
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