Allan has been advising clients on their investments for over 40 years. Allan and his team the Strange Wealth Advisory Group specialize in both comprehensive financial planning and investment advice for families as well as corporate retirement plans. A recognized leader in both the personal wealth planning and retirement plan space, Allan has been consistently recognized as a top advisor in the state of Virginia and the country by prestigious organizations such as Barron’s, the Financial Times, and Forbes magazine. Allan has been recognized twelve times as one of America's Top 1,200 Advisors by Barron's, five times as a Top 401(k) Retirement Plan Advisor by the Financial Times, a “Top 400 Advisor” by the Financial Times, and a “Best-in-State Wealth Advisor” by Forbes magazine.
Allan graduated from East Tennessee State University. An avid golfer, Allan played professionally for 3 years after college. He was the founder and first president of the Metropolitan Richmond Sports Backers. Allan is also a past Board member of Richmond Forum and a past board member of Virginia State Golf Association (VSGA). Akin to Janney’s long standing commitment to community, Allan is active in many local charities by assisting with fund raising efforts. Outside of the office, Allan enjoys playing golf and spending time with his daughter, Samantha.
John joined Janney in 2009. He is a Vice President / Wealth Management, Financial Advisor, and an Accredited Investment Fiduciary® professional. John focuses on managing the team’s 401(k) and retirement plan business. John also provides individualized investment recommendations based on the individual needs and goals of the team's clients. John began his career at GE Capital in 2000, and he joined the Strange Wealth Advisory Group in March of 2002 at Legg Mason.
John graduated with a BA in Economics and Government from the College of William and Mary in 2000. He is a licensed insurance agent, and holds his Series 7 and 66 licenses. John and his wife Heather live in Westover Hills with their daughter Virginia and son James.
Melissa joined the Strange Wealth Advisory Group in 2015 and serves as Vice President / Wealth Management, Financial Advisor. Melissa delivers a process-oriented and personalized approach to each client relationship, with an emphasis on holistic financial planning. Melissa began her investment career in 2006 at Davenport & Company, a regional brokerage firm. Prior to joining Janney, Melissa was a Vice President of Investor Relations with Private Advisors, a $6 billion alternative investment management firm based in Richmond. In this role, Melissa worked with a variety of investors that included high net worth individuals, foundations, endowments, pension funds, and more.
Melissa is a Certified Financial PlannerTM, a Certified Divorce Financial Analyst®, an Accredited Investment Fiduciary®, and an Accredited Wealth Management Advisor℠.
Melissa was recognized by Forbes as a Best-in-State Women Wealth Advisor in 2023.
Melissa graduated from the University of Virginia with a BA in Economics. She holds her Series 7, 63 and 65 licenses, and is a licensed insurance agent. Melissa and her husband Ted live in Midlothian with their three sons, Harrison, Clay and Grayson.
Kate Schiefelbein joined the Strange Wealth Advisory Group in 2022 and serves as Associate Vice President / Wealth Management, Financial Advisor. Previously, Kate was with Truist Wealth (formerly BB&T Scott & Stringfellow) as a Financial Advisor. Kate and the team offer a client-centered, service-oriented approach to investment management, focusing on helping clients make their financial decisions within the context of their lifetime goals and ambitions.
Having a strong interest in her community, Kate serves as Treasurer of the board of trustees for Orchard House Middle School, a middle school for girls in Richmond. She is a member of Richmond’s Junior League, an organization of women committed to promoting volunteerism, developing the potential of women, and improving communities through effective action and leadership. Kate currently serves as Chair of the Young Professionals Leadership Council for the Virginia Chapter of the Cystic Fibrosis Foundation. She was nominated as one of Richmond’s Finest 2019 by the Cystic Fibrosis Foundation* as an outstanding professional in her community.
She attended the University of Lynchburg where she earned her degree in Economics and holds her Series 7 and 66 licenses, and is a licensed insurance agent. Kate also has her Certified Divorce Financial Analyst® designation. Kate and her husband, William, live in Glen Allen with their son, Ford.
Tyler joined the Strange Wealth Advisory Group in 2010. Tyler manages all of our group’s administrative services, and is dedicated to helping our clients with a variety of day-to-day administrative matters. Tyler joined Janney after seven years of experience with Reliance Trust Company. She graduated from Rhodes College with a BA in Business Administration and is Series 7 and 66 licensed. Tyler and her husband Jeremy live in Mechanicsville with their son Ballard and twin daughters Henley and Grayson.
Lauren joined the Strange Wealth Advisory Group in 2017 after nine years of experience with Davenport & Company, where she worked with corporate finance and retail wealth management clients. Her dedication to helping clients and unique skillset allows her to fulfill the evolving needs of clients. Lauren assists with portfolio management and trading, along with completing operational service requests. She graduated from James Madison University with a BBA in Finance, and is Series 7, 63, and 65 licensed. Lauren and her husband Jordan live in Midlothian with their daughter, Lilly, golden retriever, Frank, and cat, Chloe. In her spare time she enjoys traveling, running, spending time outdoors, and the beach.
Ashley joined the Strange Wealth Advisory Group in 2022. Ashley is dedicated to assisting our clients through various supportive and administrative matters. Ashley joined Janney with over 16 years’ experience in the Customer Service and Legal fields. She graduated from J. Sargeant Reynolds Community College with an AAS in Administration of Justice. Ashley and her husband Michael live in Henrico with their son Jayden and daughter Leila.
Conner joined the Strange Wealth Advisory Group in 2022 and is focused on assisting the team with 401(k) and retirement plan business. He is a graduate of Virginia Commonwealth University with a BA in Public Relations. Before joining Janney, he worked at Capital One in Fraud/Disputes with Artificial Intelligence. He is currently working on a certification in AI Marketing through the University of Virginia. Conner plans to obtain his Series 7 license, along with continuing his education in the investment industry. A Richmond native, Conner grew up in Midlothian and currently resides in Glen Allen. Conner holds a black belt in American Kickboxing, is a lover of music and percussion, enjoys hiking, golf, and snowboarding.
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.
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.
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
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.