Our Team
Steve serves as Executive Vice President/ Wealth Management. He brings with him over 20 years of experience in financial services. He earned his undergraduate degree from the University of Notre Dame and his MBA from Penn State University. He, and his family reside in West Chester, PA. Steve is very active in the local community. He is the Chair of the Endowment Fund Golf Outing and a proud member of the Board of Directors at Bishop Shanahan High School.
Mike joined Janney as a Wealth Management Specialist upon graduating from the University of Delaware. After spending multiple years in Wealth Management, he went on to earn his CERTIFIED FINANCIAL PLANNER™ professional designation, and became a Financial Advisor. As a Financial Advisor, Mike utilizes his Wealth Management experience to offer clients a truly tailored and unique experience. He lives in West Chester, PA with his wife and daughters.
Robert Flannigan started his career in the financial service industry in 2013 with the Vanguard Group, before working with RBC Wealth Management for nearly a decade. At RBC, he functioned in several roles including Branch Service Manager, Senior Registered Investment Associate, Complex Operations Manager, and Financial Advisor. In 2023, he rejoined Vanguard as an Ultra High Net-Worth Relationship Manager, where he served until joining Janney Montgomery Scott in West Chester, Pennsylvania in November of 2024. He is excited to be a part of the West Chester Advisors and their commitment to helping clients achieve their goals.
Robert holds the series 7, 63, 65, 9 and 10 FINRA licenses, in addition to his Chartered Retirement Planning Counselor (CRPC™) designation. He is a graduate of West Chester University of Pennsylvania, with a Bachelor of Science in Education with a music minor. Robert lives in West Chester, PA, and enjoys spending time with his fiancé Jackie and dog Lily, and visiting family on Long Island, NY.
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