Our Team

The Sound Financial Advisors team has over a century of combined financial management experience. We can provide you with the freedom to pursue what interests you most. Does your current plan offer that comfort and confidence? Let us recommend one that can...
Eric's Photo
Eric Asendorf, AAMS™, AWMA™, Retirement Income Specialist
Executive Vice President / Wealth Management, Financial Advisor
About Eric

Eric Asendorf’s focus has always been on what he knows he can deliver: “sound” financial advice and custom tailored customer service. With over 50 years of experience, his team is committed to responsive, informative and caring attention for every client.


Eric earned his B.A. in economics from Lycoming College and his M.Ed. in guidance from Bridgewater State. He has completed the Accredited Asset Management Specialist™ and Accredited Wealth Management Advisor™ programs through the College for Financial Planning. In 2013, he became a Retirement Income Specialist (RIS) through Janney University and now holds that RIS designation.

Janet's Photo
Janet Chadie, AWMA™, CLTC®
Financial Advisor
About Janet

Janet Chadie has over 30 years of experience in the financial services industry and currently serves as a Financial Advisor. Janet has dedicated her career to working with individuals and their families to help them attain their financial goals. Having worked in both the insurance and mutual fund industries prior to becoming an advisor, Janet has the knowledge to match appropriate products to her client’s needs. Her enthusiasm and belief in the financial planning process enables her to consistently focus on, and recommend, solutions that are best for her clients.


Janet earned her B.A. from Albertus Magnus College, her M.B.A. from Suffolk University, Sawyer School of Management. She has also earned the AWMA™ designation from the College for Financial Planning, and most recently, the designation of Certified Long Term Care Consultant, CLTC®.

Ove's Photo
Ove Asendorf
Financial Advisor Associate
About Ove

Ove joined the team in 2022 and is a proud second-generation Financial Advisor. He currently holds his series 7 and 66 registrations and is enrolled in Janney's Financial Advisor Development Program, which is designed to help cultivate the necessary skills to build a successful financial advisory practice.


Ove grew up on Cape Cod, graduating from Falmouth High School, Dean College, and UMass Amherst. He brings a unique background to the team, including previous experiences in the hospitality industry. His passion for providing exceptional service aligns perfectly with our commitment to delivering personalized financial guidance and support.

Supported By

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.

Dan's Photo
Dan Wantrobski, CMT®
Managing Director, Director of Research
About Dan

Dan Wantrobski is Director of Research at Janney Montgomery Scott and has over 20 years of industry experience as a technical analyst and strategist.

 

Mr. Wantrobski spent the first 10 years of his career at Paine Webber and UBS, where he developed his knowledge as a technician and macro strategist following the equity, fixed income, commodity, and currency markets. He has also spent time at Fox Pitt Kelton, Bedford Quantitative, and New Albion Partners. From 2008 to 2016, Mr. Wantrobski served as Janney’s technical strategist.

 

Mr. Wantrobski regularly comments in the media on key issues arising in the industry, with appearances in outlets such as The Wall Street Journal, Reuters, The Philadelphia Inquirer, CNBC, Fox Business, and Bloomberg TV. He is also a frequent speaker at financial industry conferences, including the Ernst & Young Annual Firm Conference where he has served as a guest speaker for the last five years.

 

Mr. Wantrobski is a Chartered Market Technician ® (CMT) and attended Villanova University, graduating cum laude with a B.S. in Finance.

 

He currently resides in Moorestown, NJ where he volunteers as a firefighter with Relief Engine Co. 312.

Debra's Photo
Debra Roey
Vice President, Retirement Plan Services Director
About Debra

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.

Ed's Photo
Ed Smith
Senior Tax and Estate Planner
About Ed

Ed advises Janney clients and their families through their unique investment journeys by providing advanced estate planning, wealth transfer, and income tax planning strategies. In addition, Ed develops tailored financial planning for high-net-worth clients by reviewing their complex needs and goals to help ensure their legacy benefits the heirs and charities they care about the most.

 

Ed has a diverse financial background with over three decades of varied experience including serving as a principal for a national public accounting firm, trust counsel for major financial institutions, and as a practicing trusts and estates lawyer. He has extensive experience in estate, fiduciary, and individual income tax planning for ultra-high net worth clients. He also has significant experience with asset protection planning, closely held business owners, and entity structuring.

 

Ed was previously a practicing tax and estate planning lawyer in Connecticut and Florida and has been a frequent speaker at seminars on various tax, financial, and estate planning topics. He previously served on the editorial advisory board for a national estate planning publication, and has been a speaker for the FICPA, regional and national ABA conferences, and the Florida Attorney/Trust Officer Liaison Conference, among others.

 

Ed received his J.D. from Quinnipiac University and his B.B.A. in Accounting from St. Bonaventure University. His professional affiliations include East Coast Estate Planning Council; The Florida Bar, Member RPPTL Section; New York State Bar Association; Connecticut State Bar Association; Boca Raton Estate Planning Council, Board Member; South Palm Beach County Bar Association; and United States Tax Court. He has served, or is serving, on the board of directors or committees for various community organizations including America Red Cross; Boca Raton Historical Society; Boca Raton Museum of Art; Greater Boca Raton Chamber of Commerce; Humane Society of Broward County; Leaders in Furthering Education; Leukemia and Lymphoma Society; and State of Israel Bonds Corporation.

Emily's Photo
Emily Wernly, CFP®
Paraplanner
About Emily

Emily is responsible for running Janney’s Financial Planning Software. She provides Janney Financial Advisors and Financial Planners with training and guidance on the planning software, as well as assistance creating and presenting the financial plans.

 

Emily joined Janney in 2018 while enrolled in Temple University’s Financial Planning Program. Prior to Janney, she worked for Leon Levy & Associates and Northwestern Mutual.

 

Emily graduated from Temple University with a B.S in Financial Planning & Human Resource Management. She is a Certified Financial Planner (CFP®) Professional and holds the Series 7; Series 66; and Life, Health, Accident & Fixed Annuities Licenses

Greg's Photo
Greg Drahuschak
Market Strategist
About Greg

Greg Drahuschak joined Janney in 1991. He has over 45 years of economic experience and provides daily, weekly, and monthly market commentary, with a particular focus on the equity market, to Janney and our clients.

 

Prior to joining Janney, he worked as a retail broker with—and eventually transitioned into the research departments of—Butcher & Singer and Wheat First Securities. He was also an instructor at Robert Morris College and the University of Pittsburgh.

 

Greg has written articles for several newspapers and websites, and has been the featured financial professional on many live radio broadcasts. 

 

He earned his B.A. in fine arts from the Indiana University of Pennsylvania, as well as certificates from the Wharton School of the University of Pennsylvania and from the New York Institute of Finance.

Guy's Photo
Guy LeBas
Chief Fixed Income Strategist, Janney Montgomery Scott LLC Director, Custom Fixed Income Solutions, Janney Capital Management
About Guy

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.

 

Jack's Photo
Jack Cintorino
Vice President, Senior Financial Planner
About Jack

Jack Cintorino, based out of the Alexandria, VA branch, provides assistance and support in many aspects of financial planning to Janney’s Financial Advisors and their clients. Prior to joining Janney, Jack was employed at AXA since October 2012 as Director / Lead Manager and Senior Case Design Consultant focusing on Estate and Charitable Planning. He holds a BA degree from State University of New York at Stony Brook, and Juris Doctor (JD) degree from Touro College School of Law.

 

Jack has been a featured guest on a cable television investment program, has had several articles published within the industry, and has been a guest speaker at numerous industry and public seminars.

Jay's Photo
Jay L. Guyer, CFP®
Vice President, Senior Financial Planner
About Jay

Jay Guyer serves as Vice President, Senior Financial Planner in Janney Montgomery Scott’s Wealth Planning Department. He focuses on supporting the advanced financial planning efforts for the Firm’s Western region. In his role, Mr. Guyer serves as a resource for Financial Advisors working with complex client-planning needs to assist clients with meeting their goals and objectives. Mr. Guyer is based in Janney’s Pittsburgh, PA office.

 

Mr. Guyer has more than 30 years of experience in the financial services industry. He joined Janney from M&T Bank/Wilmington Trust, where he served as a Senior Financial Planner supporting their Western Pennsylvania and New York branches. Prior to M&T Bank, he spent time as the Director of Financial Planning with Omega Bank in State College, PA. He also served as a Financial Planner with The Vanguard Group.

 

Mr. Guyer is a Certified Financial Planner (CFP®), Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®). He also holds his Series 6, 7, 24, 63 and 65 securities licenses and earned the Pennsylvania Life, Accident & Health, Fixed and Variable Annuity licenses. Mr. Guyer received his JD and LLM in Tax Law from Taft Law School and has a Bachelor’s degree in Education from Juniata College.

Kim's Photo
Kim (Termine) Beil, CFP®
Vice President, Director of Managed and Insured Solutions Group
About Kim

Kim Beil serves as Director of the Managed and Insured Solutions Group in Janney Montgomery Scott’s Wealth Management department. In this role, Ms. Beil oversees the daily activities of the Managed and Insured Solutions Group and is responsible for promoting both advisory and insured solutions for the firm.

 

Ms. Beil is an active member of the Firm, the industry, and is involved in several community organizations. At Janney, she is a member of the Firm’s Women’s Interactive Network (WIN). She is also a founding member for Girls on the Run Philadelphia, a non-profit program that encourages preteen girls to develop self-respect and healthy lifestyles through running. Currently, she volunteers with the Neucrue Cancer Foundation.

 

A graduate of Drexel University, Mrs. Beil holds a B.S. in business administration, and has over 15 years of financial services industry experience at Janney. She is an Accredited Wealth Management Advisor℠ (AWMA®), holds an insurance license, and is a LEADERSHIP Philadelphia Fellow.

 

In her spare time, Ms. Beil enjoys running and challenging herself in half marathons.

Laura's Photo
Laura Medigovich CFP®, ChFC®, CLU®, CTFA, CMC®
Vice President, Senior Financial Planner
About Laura

Laura Medigovich is a Vice President and Senior Financial Planner with Janney Montgomery Scott. Ms. Medigovich, who is based out of Purchase, NY, covers the Firm’s Northern region.

 

To support Janney’s clients in achieving their financial goals through sound planning, she coaches Janney’s Financial Advisors and their clients through all aspects of financial planning. Her areas of planning knowledge and experience include retirement, insurance, education, business-succession, estate and legacy, and philanthropic.

 

Ms. Medigovich joined Janney in 2019. Prior to joining the Firm, she was a Vice President, Senior Financial Planner for Wilmington Trust/M&T Bank. There, she was responsible for developing customized wealth-management strategies and financial plans for prominent individuals, families, and business owners. Ms. Medigovich also shared her financial planning experience through a weekly personal finance column in the local Hudson Valley newspaper, the Times-Herald Journal, which she wrote for more than a decade.

 

Ms. Medigovich has achieved a number of professional certifications, including the Certified Financial Plannerᵀᴹ professional designation from the Certified Financial Planner Board of Standards. She also earned the Chartered Financial Consultant and Chartered Life Underwriter designations from The American College and the Certified Trust and Financial Advisor designation from the Institute for Certified Bankers.  

 

Other industry-focused programs from which Ms. Medigovich has graduated include the Virginia Bankers Association School of Bank Management at The University of Virginia, and the Cannon Trust School, Cannon Institute, at Pepperdine University.

She holds a Bachelor of Arts degree in Sociology from the University of Maryland.

 

Ms. Medigovich is a leader in her region’s finance community. Her leadership roles include serving as a member of the Board and the Director of Advocacy for the Greater Hudson Valley Financial Planning Association.

Mark's Photo
Mark D. Luschini
Chief Investment Strategist, Janney Montgomery Scott LLC President and Chief Investment Officer, Janney Capital Management
About Mark

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

Martin's Photo
Martin Schamis, CFP®, MBA
Vice President, Head of Wealth Planning
About Martin

Martin Schamis is responsible for the strategic direction of the Wealth Planning Team, supporting more than 850 Financial Advisors who advise Janney’s private retail client base.

 

Martin joined Janney from the Vanguard Group where he spent the majority of his 11-year tenure as Senior Manager of Financial Planning and Advice Services. Prior to Vanguard, Martin worked as a Financial Advisor for Morgan Stanley. Martin graduated with a Bachelor’s degree in Physics and Art from the University of Delaware and received an MBA in Finance from St. Joseph’s University.

Mike's Photo
Mike Halloran, CFA
Equity Strategist
About Mike

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.

Robert's Photo
Robert Wheeler, CLU®, ChFC®, CLTC®
Regional Insured Solutions Director
About Robert

Robert Wheeler serves as a Regional Director for Janney’s Insured Solutions Group. In this role, he is responsible for developing annuity and insurance opportunities, providing a consultative approach and external support to the region’s Financial Advisors as they address their client’s financial needs.

 

Professional Experience

Mr. Wheeler has more than 10 years of experience in the financial services and investment industry. Before joining Janney in 2019, he was a Market Leader with BB&T Bank and a Regional Vice President with the John Hancock Life Insurance Company.

 

Education and Personal Background

Mr. Wheeler holds Chartered Life Underwriter® and Chartered Financial Consultant® designations from The American College. He has a B.A. from Syracuse University.

 

In his spare time, Mr. Wheeler is active with the Boy Scouts and Amazing Tails Service Dogs. He lives in New London, PA with his wife, Leslie, and their sons, Collin and Dean.

Shurdonna's Photo
Shurdonna S. Joseph, CFP®
Vice President, Director of High Net Worth Consulting
About Shurdonna

Shurdonna serves as Vice President and the Director of Janney's High Net Worth Consulting Group. She provides comprehensive solutions designed to effectively address complex issues to help high net worth individuals and families, business owners, corporate executives, professional athletes, and others meet their goals and objectives.

 

Most recently, Shurdonna served as Assistant Vice President & Senior Financial Planner, supporting the advanced financial planning efforts for the Firm's Mid-Atlantic region. She also supported Janney’s clients in achieving their financial goals, provided subject matter expertise, and coached Janney's Financial Advisors and their clients through all aspects of financial planning. Together, they formulate comprehensive financial plans outlining estate, trust, and wealth transfer planning, asset protection, retirement, income tax, and charitable planning strategies.

 

Shurdonna has more than 15 years of progressive experience in the investment management industry. Previously, Shurdonna was a Financial Advisor in Vanguard Personal Advisor Services®, where she provided investment guidance and financial planning services to clients with significant wealth. Shurdonna also served in Vanguard’s Education Savings Group, focusing on 529 plans and college-savings strategies. While at Vanguard, Shurdonna had the opportunity to rotate through several of the firm's departments, including Retirement Plan Services, International, and Retail Investor Group, as part of its Accelerated Leadership Development Program.

 

Shurdonna earned the Certified Financial PlannerTM designation and holds FINRA Series 7 and 63 licenses.

 

She received her Juris Doctor (J.D.) from Temple University Beasley School of Law and has a Bachelor of Science in Finance from Morgan State University Earl G. Graves School of Business and Management.

 

Shurdonna is an active leader in her region's nonprofit community. She is a board member and a member of the finance, DEI, and strategic planning committees of Philadelphia's Magic Gardens mosaic art environment. She’s also a member of Alpha Kappa Alpha Sorority, Incorporated, an international service organization.

Preferred Communication Method
Contact us today to discuss how we can put a plan in place designed to help you reach your financial goals.