Vincent Tamburello is a financial advisor with Capital Analysts, holding a Series 66 designation and three years of industry experience. He has also worked at Lincoln Investment and serves as a discovery team member at The Campbell Law Group, P.A. Outside of advising, Tamburello has experience as a martial arts instructor. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a network of independent advisors and a proprietary investment process managed by an in-house research team.

Nicholas Towey is a CFP® professional affiliated with Capital Analysts, with 11 years of industry experience. He has worked at Lincoln Investment since 2014. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Kennon Belisle is a CFP® and ChFC® with 34 years of industry experience, currently affiliated with Capital Analysts and Lincoln Investment. He previously spent over 30 years at Horace Mann Investors Inc. In addition to his advisory work, he performs bookkeeping for a birth center owned by his wife. Capital Analysts serves both retail and institutional clients, including high-net-worth investors, trusts, and charitable organizations, offering portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm provides both discretionary and non-discretionary investment management, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships that support various cash sweep products and plan sponsor services.

Douglas Bailey is a CFP® professional with 27 years of industry experience. He has worked at Capital Analysts since 2003 and has been affiliated with Lincoln Investment since 2012. In addition to his advisory role, he is licensed as an insurance broker specializing in life, health, and disability insurance sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a combination of discretionary in-house management and non-discretionary strategies involving third-party managers.

Donald Hadley III is a financial advisor with Capital Analysts in Knightdale, NC, holding the ChFC® designation and Series 63 and 65 licenses. He has 40 years of industry experience and has been associated with Capital Analysts since 1998. Outside of his advisory role, he is involved in business consulting through Applied Vision Works, Inc., focusing on leadership, strategic planning, and team workshops. Capital Analysts serves individual and institutional clients, providing portfolio management, custom and model portfolios, and retirement plan advice through a nationwide network of independent advisors and firm-managed programs. The firm employs a proprietary mutual fund screening process and offers both discretionary and non-discretionary investment management services.

Bryan Faller is a financial advisor with Capital Analysts, holding a Series 66 license and 12 years of industry experience. He has worked at Capital Analysts since 2024 and concurrently at Faller Company and Lincoln Investment Planning since 2014. Outside of advising, he is involved in the art world as the founder of Faller Arts LLC and serves as an editor for an academic art book publisher based in London. Additionally, he holds nonprofit and museum board roles and assists with educational and community organizations. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and its own managed programs.

Corey Malstrom is a CFP® professional with 22 years of experience in the financial industry. He is currently with Capital Analysts and has previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory work, he is involved in sales of Medicare Advantage and Medicare Supplement plans through various health insurance agencies. Capital Analysts serves a diverse client base including retail and institutional investors, trusts, foundations, and charitable organizations. The firm provides portfolio management, custom and model portfolios, and retirement-plan advice, employing both discretionary and non-discretionary investment approaches supported by an in-house research team and third-party managers.

Robert Castellani Sr. is a financial advisor with Capital Analysts, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His career includes roles at Lincoln Investment Planning, Principal Life Insurance, and Princor Financial Services. He is also the sole owner and managing member of The Castellani Group, LLC, a financial services entity affiliated with Lincoln. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement plan advice through a nationwide network of advisors and uses a proprietary mutual-fund screening process to construct model portfolios.

Austin Willison is a Series 66-registered financial advisor with Capital Analysts in Getzville, NY, and has seven years of industry experience. He has worked at Lincoln Investment Planning, LLC since 2019. Prior to his advisory career, he held various roles including positions at Uber and Dave & Adam's Card World. Capital Analysts serves retail and institutional clients such as individual and high-net-worth investors, trusts, foundations, and businesses. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice, delivering investment management both on a discretionary basis through an in-house team and on a non-discretionary basis via advisors and third-party managers.

Keith Fredrickson is a financial advisor with Capital Analysts, holding a Series 66 designation and over 21 years of industry experience. He has previously worked at Merrill and Bank of America, N.A., and concurrently at Lincoln Investment. Outside of his advisory work, Fredrickson owns several media-related ventures including music production and multiple podcasts focused on health, self-help, and finance, as well as a guitar lesson website. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, advisor-managed custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Bryon Niemczak is a financial advisor with Capital Analysts, holding a Series 66 designation and bringing nine years of industry experience. His prior experience includes roles at Lincoln Investment and Livingston International. Outside of advisory work, he is involved as a fixed insurance agent, providing fixed insurance products. Capital Analysts serves retail and institutional clients, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Brett Kubiak is a financial advisor at Capital Analysts with four years of industry experience and a Series 66 designation. Prior to joining Capital Analysts and Lincoln Investment in 2023, he worked at Cambridge Investment Research and Cetera Advisor Networks. In addition to his advisory role, Kubiak has served with the Worcester Police Department since 2016. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a network of independent advisors and its in-house investment management team.

Stewart Jacobson is a CFP® with 41 years of industry experience, affiliated with Capital Analysts in Sugar Land, TX. His career includes long-term roles with First Colony Municipal Utility District, Lincoln Investment Planning, Inc., and PMP Research. Outside of his advisory work, Jacobson serves on the Sugar Land City Council and is on the board of the ARC of Fort Bend County, a nonprofit supporting individuals with intellectual and developmental disabilities. He is also president and CEO of Dearborn & Creggs Insurance Agency, Inc. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations, providing portfolio management and retirement-plan advice through a nationwide network of independent advisors and in-house investment management. The firm uses a proprietary mutual fund screening process and maintains institutional relationships to support a range of investment solutions.

Michael Kriechbaum is a financial advisor at Capital Analysts with nine years of industry experience. He holds Series 65 and Series 63 licenses. His prior experience includes roles at Lincoln Investment, Pruco Securities, LLC, Prudential Insurance Company of America, and Jack Keeter & Associates, Inc. Outside the financial sector, he has been involved in entrepreneurial activities with Elite Costumes and Rhinestone Dealer. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and internal investment management.

Mitchell Melan is a financial advisor with Capital Analysts in Dunwoody, GA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1997. Outside of advising, he is involved as an agent with Melan Financial, providing fixed annuities and life insurance products upon client request. Capital Analysts serves a broad client base including individual and high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm combines discretionary management by its in-house Investment Management & Research team with non-discretionary services through advisors and third-party managers, and it maintains institutional relationships that support its product offerings.

Donald Szewczyk is a CFP® and Series 66 credentialed financial advisor with 21 years of experience in the industry. He has worked at Lincoln Investment Planning, Inc. since 2005. Szewczyk is based in Erie, PA, and is affiliated with Capital Analysts. Capital Analysts serves retail and institutional clients including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, customized advisor-managed portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Andrew Wilt is a financial advisor at Capital Analysts with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2015. Wilt has been affiliated with Villanova University since 2001 and is engaged in financial planning through Heritage Advisory Group. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Sean Battin is a financial advisor at Capital Analysts with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment, Sankey Insurance and Financial Services, and Horace Mann Investors. He serves as a board member of Cochranton Community Church, where he participates in strategic planning and governance. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Timothy Mcaloon is a financial advisor with Capital Analysts in Quincy, MA, holding 12 years of industry experience. He is also an attorney and part owner of the law firm Marshall, Crane, & McAloon P.C., where he focuses on estate planning. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm provides both discretionary and non-discretionary investment management through an in-house team and third-party managers, supported by a proprietary mutual-fund screening process.

Mark Conomos is a CFP® with 42 years of industry experience, currently serving at Capital Analysts. His prior work includes roles at Lincoln Investment since 2017 and Legend Advisory Corporation from 2011 to 2019, as well as Legend Equities Corporation from 1984 to 2017. Capital Analysts serves retail and institutional clients such as individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice through a nationwide network, employing both discretionary and non-discretionary investment approaches supported by an in-house research team.