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 recommend 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.
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Kevin L. Bradley, AWMA®
Senior Vice President / Complex Director
About Kevin
Kevin joined Janney Montgomery Scott in 1990, was named Lancaster Branch Office Manager in 1993, and Susquehanna Complex Manager in 2017.

Kevin was named Janney Branch Office Manager of the Year in 2014 and an "On Wall Street" Top 100 Branch Manager in 2009. He served on the Branch Manager Leadership Council from 2012 to 2014 and was Chair in 2014.

Kevin is actively involved with the community as a board member of Compass Mark.  He previously served with as a board member of Lancaster General Health Innovative Solutions, Inc., and Donegal Athletic Club.  Kevin was also past Secretary of the Board, Loan Review Committee, Investment Advisory Committee of the Brethren In Christ Foundation. Lifelong residents of Lancaster County, Kevin and his wife Suzanne reside in Lititz. They enjoy spending time with their two grown children and their spouses, and their four grandchildren.
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Alyssum M. Keefer, AWMA®, AIF®, NSSA®, CLTC
Satellite Branch Manager
About Alyssum
As Satellite Branch Manager of the York, PA branch location, Alyssum is responsible for all aspects of operations and compliance for an office of over 15 experienced financial services professionals.

Previously, Alyssum served as the office’s Branch Operations Manager for three years. She is also a registered and licensed financial services professional who has overseen client administration and team operations for “Smith, Mayer & Liddle,” a wealth advisory group specializing in holistic financial guidance for corporate executives, business owners, and affluent individuals and their families, since 2006.

Given her diverse background and accomplishments in numerous positions and roles within the financial services industry, she prides herself in client/advisor satisfaction, operational efficiency, and a broad industry understanding conducive to maintaining a positive and productive work environment that enables all of her constituents to pursue excellence while experiencing significant personal and professional success.
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Amy Murray
Complex Supervisory Manager
About Amy

Amy Murray joined Janney Montgomery Scott, LLC in 2021. She serves as the Complex Supervisory Manager for the Susquehanna Complex.


Amy brings over 20 years of industry experience to the management team and utilizes her knowledge to oversee the operations and administration of the Lancaster and York branches.


Amy holds her FINRA Series 7, 63, 65, 9 and 10 Licenses as well as her PA Life and Health Insurance License.

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.

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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.

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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.

 

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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

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