Our Team
With over 24 years of experience, my team and I offer comprehensive, objective financial advice to help provide clients with the financial peace of mind that their most important financial goals will be attained.
The first step of our process is to provide a customized financial plan that helps our clients crystallize their financial objectives and establishes key action steps designed to help them move toward their financial goals. The financial plan also serves as a roadmap that we revisit and update throughout our relationship. The next step involves designing a customized investment plan recommendation that reflects the client’s goals and risk tolerance.
A graduate of Lehigh University, I hold a Bachelor’s degree in Business and Economics with a major in Accounting with an additional education background that includes the following:
- Janney’s Wealth Management Certification Program in conjunction with the Wharton School at the University of Pennsylvania
- Janney’s Retirement Income Planning Certificate Program in conjunction with the Wharton School at the University of Pennsylvania.
Dedicated to continuing education, I have earned the following designations:
- Certified Public Accountant (CPA)
- Certified Financial PlannerSM(CFP®) professional
- Chartered Retirement Planning Counselor℠ (CRPC™)
- Accredited Wealth Management Advisor℠ (AWMA™)
- Accredited Investment Fiduciary® (AIF®).
I’m humbled to have been recognized both in the community and within my Firm, as one of the Northeast Pennsylvania Business Journal’s 20 Under 40, and most recently as Janney’s Financial Advisor of the Year. The annual award is presented to an advisor who exhibits excellence and leadership both in the office and community. Named to the Forbes Best-in-State Wealth Advisors list for consecutive years in 2023 and 2024. This ranking was developed by SHOOK Research and measures best practices, client retention, industry experience, credentials, review of compliance records, firm nomination and quantitative criteria.
Active in my community, I serve as chair of the finance committee for my local church and am the co-founder and chair of its annual 5k race. I am a board member of the Boys and Girls Clubs of Northeastern PA, am a member of the Advisory Council for Lehigh University's Center for Financial Services within the College of Business, am a founding member of the Scranton Area Foundation Medallion Partner alliance, have taught community education classes throughout the area, and coach basketball at North Pocono Junior Hoops.
In my spare time, I treasure making memories with my wife and three kids. We reside in Covington Twp, PA.
Mark Santaniello has joined the Wilson Wealth Advisory Group (WWAG) of Janney Montgomery Scott LLC as a Financial Advisor. He is licensed as a General Securities Representative, Registered Investment Advisor Representative as well as a Life & Health Insurance Representative. He also holds the Chartered Retirement Planning Counselor (CRPC™) designation.
While cultivating new client relationships, Mark follows the WWAG process which provides a differentiated experience to help his clients realize the full potential of their wealth.
Prior to joining Janney, Mark served as a medical sales representative for the past 27 years across various clinical areas and was a licensed pharmacist for Fay’s Pharmacy.
In addition to his financial industry licenses, Mark also holds a bachelor’s degree in Pharmacy from Philadelphia College of Pharmacy and Science where he also pitched for the baseball team.
Mark has four children including three daughters and a son and enjoys golfing and exercising.
As an Account Executive, Alex works alongside Financial Advisor Ryan Wilson during clients' financial planning process and execution of investment plans for clients. Additionally, Alex serves as the point-person for some client relationships and provides insight into the maintenance of the team’s investment menu. Alex currently holds FINRA Licenses in Series 7, Series 6 and Series 63, Series 65 and Life & Health Insurance. Alex is an Accredited Investment Fiduciary (AIF®) as well as a Chartered Retirement Planning Counselor (CRPC™). He also holds the Certification for Long-Term Care (CLTC®).
Prior to joining Janney, Alex served as a Senior Internal Wholesaler for CNL Securities. In this role, he supported CNL’s efforts to market and raise capital for Alternative Investment strategies such as Private Equity, Real Estate and Commodity Investments. He has been in the financial industry for 6 years.
Alex holds a bachelor’s degree in Finance from Clarion University of Pennsylvania, with a Personal Financial Planning track. During his time in college, Alex participated in and placed as a semi-finalist in the 2016 IARFC National Financial Planning competition.
In their spare time, Alex and his wife Courtney enjoy spending time with their young son and daughter, family, friends and their two dogs. They reside in Avoca, PA.
Renee Rinaldi and Ryan Wilson have been working as a team for over 20 years. Renee began her career in finance in 2001. Prior to her financial career, she graduated from Penn State University with her Bachelor’s degree in Business Administration majoring in Finance. Renee handles client service and meets the needs of clients through daily interaction as well as performing administrative tasks as they arise.
As a relationship manager, Patti focuses on the client experience and as the marketing director, she plans social and educational events within the community.
Patti graduated with a Bachelor’s degree from the University of Scranton and a Master’s of Business Administration from the University of Richmond, VA.
Patti volunteers and is a committee member for an annual 5K race. She has 3 children and resides in Moscow, PA with her husband.
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.
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.
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
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.
