Who We Are

Michael D. Porter

Branch Manager | Financial Advisor

AIF®, AWMA®, CLTC®, AAMS®, CEPA®

Over 30 years in wealth advisory, beginning his career in 1998 with Wheat First Butcher Singer. Honored with the Janney Financial Advisor of the Year award in 2021 (with Jeremy Lambert). Multi-year Forbes Best-in-State Wealth Advisor (2019–2026) and Barron's Top 1,200 Advisor. Expert speaker on retirement distributions, estate planning, and tax strategy. Resides with wife Patty and two sons; avid outdoorsman.

Jeremy A. Lambert

Branch Manager | Financial Advisor

AIF®, CEPA®

B.S. in Finance from the University of Delaware. Janney Financial Advisor of the Year (2021). Multi-year Forbes Best-in-State Advisor (2022–2026), Barron's Top 1,200 Advisor (2025–2026), and Financial Planning Top 40 Under 40 (2023). Focuses on comprehensive wealth management for business owners, corporate executives, and multi-generational families. Resides with wife Danielle and three children.

De Forest Johnson

VP / Wealth Management

57+ Years Industry Experience

Graduated with a B.S. in Economics & Business Administration from Widener University. Offers more than 57 years of hands-on capital market perspective across mutual funds, UITs, fixed income, annuities, and 529 plans. Resides in Landenberg, PA with his wife of 42+ years; grandfather of five.

Ryan J. Zemke

Financial Advisor

CFP®, AIF®, CRPC®, CLTC®, AWMA®

Master's in Accounting and B.S. in Finance from The Pennsylvania State University. Earned multiple prestigious credentials spanning fiduciary standards, retirement planning, and long-term care analysis. Active in local financial education and running circuits.

Jason S. Bentley

Financial Advisor

CFP®, AWMA®, CLTC®

Joined Chesapeake Wealth Advisors in 2019 following a decade in higher education administration. Holds a Doctorate in Education (Ed.D.) from Wilmington University and Master's from West Virginia University. Past President of the Lewes-Rehoboth Rotary Club and Southern Delaware Estate Planning Council.

Jody Boyer

Financial Advisor

CFP®, AWMA®

Graduated Summa Cum Laude with a B.S. in Finance from Shippensburg University; Honors Program student-athlete and two-time NCAA Champion. Previously worked at Janney's Philadelphia corporate headquarters in operations. Leads client educational seminars and women's financial forums.

Lauren Coalson

Account Executive

CRC® (Certified Retirement Counselor)

B.S. in Genetics & Developmental Biology from Penn State University. Joined practice in 2026. Specializes in client onboarding, digital portal coordination, and retirement counseling. Hunter/Equitation equestrian competitor residing in Lewes, DE.

Heidi L.E. Jones

Sr. Registered Private Client Associate

Financial services career since 1998 with Legg Mason. B.S. in Finance from Goldey-Beacom College. Focuses on institutional transfers, fiduciary client service, and complex operational resolution.

Tracy Adams-Kirk

Private Client Associate

Over 40 years of financial services experience, including 25+ years at Janney Montgomery Scott. Dedicated practice operations specialist providing seamless client administration.

Nancy Carmean

Private Client Associate

Lifelong Delaware native (Caesar Rodney High School & Del Tech). Delivers hands-on concierge service to our Lewes and Sussex County clients. Active in community and church ministries.

Devin DiFranks

Private Client Associate | Marketing

B.S. from West Chester University. Coordinates client educational seminars, community events, and digital account communication across both Delaware offices.

Mikayla Lewis

Registered Private Client Associate

Delaware native; completed CNA credential at Delcastle Technical High before entering finance. Earned SIE, Series 7, and Series 66 securities registrations within two years of joining.

Yacine Boukhriss

Team Intern

Senior at the University of Delaware (B.S. in Finance, Minor in Trust Management, Class of 2027). Former analyst for the Blue Hen Investment Club; pursuing FINRA licensing.

Mark D. Luschini, CMT

Chief Investment Strategist, Janney Montgomery Scott LLC

President & CIO, Janney Capital Management ($4B+ AUM)

Over 30 years of capital markets leadership. Chairs the Janney Investment Committee and formulates macroeconomic asset allocation guidance. Regular contributor to CNBC, Bloomberg TV, The Wall Street Journal, and Barron's.

Guy LeBas, CFA

Chief Fixed Income Strategist, Janney Montgomery Scott LLC

Director of Custom Fixed Income Solutions

Joined Janney in 2006. Former Interest Rate Risk Manager for U.S. Trust ($20B derivatives/bank portfolio). Author of bond market outlooks and national commentator on monetary policy for CNBC, Fox Business, and Bloomberg.