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 develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
Prior to joining Janney, Ron served as a financial advisor for Truist Advisory Services within their Private Client Group. As an advisor, his focus areas include: .
- Financial planning
- Risk management
- Investment management
- Estate planning
- Financial education
- Business management and planning
- Investment planning
In addition to his time at Truist, Ron's previous experience also includes seven years as vice president and Eastern U.S. director of sales for Morningstar. Outside of the financial services industry, he served as Vice President and Southeastern US Sales Manager for Broughton Food Company for 16 years. He also spent three years in scheduling and quality control. Ron was also the owner/operator of Arthur Properties, comprising three residential properties and a restaurant, an orthodontist office, a recording studio, and a hair salon.
Ron obtained his undergraduate degree from Marshall University in 1979 and in an effort to continue his financial education, he received his Accredited Asset Management Specialist (AAMS™) designation. As an Accredited Asset Management Specialist, Ron is able to help clients plan for and accomplish their personal financial goals.
Outside of the office, Ron serves on the board of Browder Ministries, as deacon of Grace Gospel Baptist Church, and as owner/operator of R & R Recording Studio.
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
Mike Halloran serves as an Equity Strategist in Janney’s Investment Strategy Group. Bringing over 20 years of financial service experience to Janney’s established team of professionals, Mike analyzes all asset classes with particular emphasis on equity research.
Prior to Janney, Mike was Vice President of Market Strategy for BPU Investment Management Group, and was responsible for the development of the firm’s global outlook and implementation of numerous investment strategies. His previous experience includes performing equity research for large cap core and growth mutual funds, and working in PNC’s investment banking organization supporting M&A, high yield, private placement, loan syndication, and derivative security transactions. He is also an adjunct finance professor and former aerospace research engineer.
Mike received his B.S. in Mechanical Engineering from the University of Pittsburgh, M.B.A. from Carnegie Mellon University and his M.S. in Mechanical Engineering from the University of Florida. He also holds the Chartered Financial Analyst (CFA) designation.
Shurdonna is a Vice President and Director of Janney’s High Net Worth Consulting Group, where she leads a team focused on delivering a comprehensive wealth management experience for individuals, families, business owners, executives, professional athletes, and other clients with complex financial needs. She partners with Financial Advisors to bring together the firm's specialized resources and expertise, delivering tailored solutions aligned with clients' long-term objectives. By coordinating specialists across investment management, estate and trust planning, tax strategy, asset protection, charitable giving, lending, business owner solutions, executive services, and alternative investments, she helps provide integrated guidance designed to address the evolving needs of high-net-worth clients and their families.
Shurdonna brings more than 18 years of experience in investment management and wealth planning. Prior to her current role, she served as Assistant Vice President and Wealth Strategist, supporting advanced planning initiatives across Janney's Mid-Atlantic region. In that capacity, she partnered with Financial Advisors and their clients on sophisticated planning matters involving estate and wealth transfer planning, asset protection, retirement planning, tax planning, and charitable giving.
Before joining Janney, Shurdonna served as a Financial Advisor with Vanguard Personal Advisor Services®, where she managed investment portfolios and served as the primary advisor to high-net-worth individuals and families, providing comprehensive wealth management guidance across investment strategy, financial planning, and long-term wealth stewardship. Earlier in her career, she was a Financial Advisor Associate within Vanguard Asset Management Services, supporting many of the firm's most complex ultra-high-networth clients through portfolio construction, investment analysis, and comprehensive financial planning. She also participated in Vanguard's Accelerated Leadership Development Program, completing rotations in the firm's International Client Services, Retirement Plan Services, Education Savings Group, and Retail Investor Group.
Shurdonna is a Certified Financial Planner™ professional and holds FINRA Series 7 and Series 63 licenses. She earned her J.D. from Temple University Beasley School of Law and a B.S. in Finance from Morgan State University’s Earl G. Graves School of Business and Management. Shurdonna is an active leader in her region's nonprofit community, serving on the board of Philadelphia’s Magic Gardens and participating in its finance, DEI, and strategic planning committees. She is also a member of Alpha Kappa Alpha Sorority, Incorporated, an international service organization.