Our Team
Paul is a Certified Financial Planner™ professional, a designation awarded by the Certified Financial Planner Board of Standards, Inc. Paul has been working as a financial advisor since 1999. He focuses on helping clients determine their financial goals and recommending customized investment recommendations in order to reach them. Able to use a wide array of wealth management strategies, he can provides services that include retirement planning, college planning, portfolio development and asset management.
Paul was named to the Forbes 2023 & 2024 Best-In-State Wealth Advisors list. The Forbes Best-in-State Wealth Advisors rankings spotlights more than 1,485 advisors from Alaska to Florida with team assets amounting to more than $1 trillion. Developed by SHOOK Research, the award is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Paul graduated from Bentley University with a degree in Finance. His hobbies include skiing with his family in the White Mountains of New Hampshire and continuing his quest to learn the game of golf. Paul lives in Pomfret with his wife, Veronica. Their two daughters Abigail, currently pursuing her career in Washington D.C., and Alexandra finishing her studies at Syracuse University.
Jared’s mission is to empower clients to achieve their financial goals by providing clear, personalized guidance tailored to their unique circumstances.
As a Certified Financial Planner™ professional, Jared specializes in creating comprehensive strategies to address a wide range of financial needs, including asset accumulation, protection, and distribution. His approach goes beyond numbers—he takes the time to understand your short- and long-term aspirations, ensuring that every recommendation is both realistic and actionable.
With years of hands-on experience and a deep understanding of financial planning, Jared combines practical knowledge with a client-first mindset. Whether you're planning for retirement, protecting your wealth, or building a legacy, Jared is committed to helping you navigate life’s financial complexities with confidence and clarity.
Jared was named to the Forbes 2022, 2023 & 2024 Best-In-State Wealth Advisors list. The Forbes Best-in-State Wealth Advisors rankings spotlights more than 1,485 advisors from Alaska to Florida with team assets amounting to more than $1 trillion. Developed by SHOOK Research, the award is based on an algorithm of qualitative criterion, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Advisors that are considered have a minimum of seven years’ experience, and the algorithm weighs factors like revenue trends, assets under management, compliance records, industry experience and those that encompass the highest standards of best practices. Portfolio performance is not a criterion due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receive a fee in exchange for rankings.
Jared lives in Essex with his wife, Kimberly, and their two children, Hunter and Emilia.
Barry began his career as a financial advisor in 1987 at Paine Webber in Hartford. A graduate of Northeastern University in Boston, he lives with his wife Marie in Mystic where together they raised three children; Brendan, Bridget, and Fiona. Barry strives to provide tailored recommendations to help achieve unique client life-stage goals.
He also focuses on all corporate executive financial services aspects for compensation and benefits management. When not in the office, Barry is very active in community service and has served on the board of various non-profit organizations. He is a member and past president of the Rotary Club of Mystic and a Paul Harris Fellow. His hobbies include sailing and golf.
Andrew is a Certified Financial Planner™ professional committed to fostering strong, enduring relationships with his clients and supporting them in achieving their financial goals. He works closely with clients to identify both their current and future financial objectives, simplifying their financial lives and helping them build lasting legacies. Before joining Janney, Andrew worked as a financial advisor at Wells Fargo Advisors.
A graduate of Northeastern University, Andrew earned his Bachelor of Science degree in International Business. He is also fluent in Spanish and holds several industry licenses, including FINRA Series 7, 9, 10, and 66, as well as Life, Health, and Accident Insurance licenses. In 2015, Andrew attained the designation of Accredited Wealth Management Advisor℠. He resides in Avon with his wife, Jennifer, and their daughter, Sophia. Outside of work, Andrew enjoys golf, travel, cooking, and reading.
Sam joined Seaport Wealth Management in 2022. He focuses on comprehensive wealth planning offering guidance that includes financial planning, investment management, tax minimization strategies, business retirement planning, corporate executive services, insurance, and college funding. Partnering with financial advisor, Barry Saluk, he supports a diverse client base, including entrepreneurs, athletes, artists, professionals, nonprofits, and businesses. Sam is a graduate of Janney’s Financial Advisor Development Program and holds the Sports and Entertainment Accredited Wealth Management Advisor℠ (SE-AWMA®) designation, along with his FINRA Series 7 and 66 licenses and insurance licenses.
Previously, Sam worked as an Onboard Reporter, documenting two Volvo Ocean Races and pioneering drone use in ocean racing. He also contributed to various America’s Cup and SailGP campaigns. His work has been featured on CNN, Forbes, NBC Sports, Red Bull, and The New York Times.
Sam is a graduate of Choate Rosemary Hall and holds degrees from NYU and the University of Connecticut Avery Point. He lives in Stonington, CT with his fiancée, Bridget, and their cat, Evie. In his free time, he enjoys photography, drone flying, and wing foiling.
Susan works closely with all members of the team to provide excellent service. Her role requires her to be in daily contact with clients, coordinating trades, addressing specific requests, and resolving issues. She also handles many operational functions including opening new accounts and processing check requests, letters of authority, and IRA documents. Susan has been in the industry for over 40 years and has been working with Jared and Paul since 2001. She resides in Ivoryton with her wonderful cat Izzy. Her daughter Kiersten lives and works in Texas.
Nick earned his Bachelor of Science in Sport Management from Endicott College in 2022. Throughout his college years, he gained experience in sports management through internships with the New Britain Bees, Northeastern Club Sports, and the Southington Community YMCA. Post-graduation, Nick decided to pivot towards a career in finance.
This transition led him to join Fidelity Investments as a Customer Relationship Advocate in the summer of 2022. Upon passing his Series 66 exam, Nick advanced to the role of Investment Solutions Representative. After a two-year tenure at Fidelity Investments in Rhode Island, he moved to Capital Wealth Advisors as a Registered PCA in April of 2024. Nick is certified with Series 7, 63, and 66 licenses.
An avid golfer, Nick enjoys playing in Southington and is a fan of baseball and football. He values time spent with friends and family.
He currently resides in Southington, CT.
Jacob graduated from UCONN with a Bachelor of Arts in Economics. During college he interned for a small insurance agency and decided to start his career in insurance after college. Jacob worked in insurance for a year, until he decided to change paths and move to a career in finance. Jacob has always had an interest in finance he currently holds his SIE and would like to broaden his knowledge by taking the Series 7 and Series 66.
Jacob enjoys golfing in his free time.
He currently resides in Trumbull Connecticut.
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