Chad Millar is a financial advisor with Capital Analysts in Verona, WI, holding Series 63 and Series 65 licenses and having 11 years of industry experience. He has been affiliated with Lincoln Investment since 2014 and is also the owner of Chad Millar Photography LLC, a photography business he has operated since 2013. 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, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Kathi Diorio is a CFP® with 31 years of industry experience. She is currently with Capital Analysts and previously worked at Legend Equities Corporation for 22 years. Diorio holds a Series 63 license and is based in Ramsey, NJ. Capital Analysts serves a broad 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.

George Goodroe is a CFP® with 31 years of industry experience, currently serving at Capital Analysts since 2023. His prior roles include nine years at Lincoln Investment and 22 years at Legend Equities Corporation. Capital Analysts works with a broad range of clients, 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 independent advisors and firm-managed programs, utilizing both discretionary and non-discretionary investment strategies supported by an in-house Investment Management & Research team.

Debra Friend is a financial advisor with Capital Analysts in Independence, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Her prior work includes roles at Lincoln Investment, Legend Equities Corporation, and Valic Financial Advisors. 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 through both discretionary and non-discretionary approaches, utilizing an in-house Investment Management & Research team and proprietary mutual fund screening, and operates with a nationwide network of independent advisors.

William Mosler Jr. is a financial advisor with Capital Analysts in Lombard, IL, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2011. Mosler is also the managing partner of Mosler Wealth Management, an entity used for tax purposes related to his practice. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management, custom model portfolios, and retirement-plan advice. The firm provides investment management through its in-house Investment Management & Research team as well as third-party managers, supported by institutional relationships and integration with Lincoln Investment.

Christopher Murtha is a financial advisor with Capital Analysts in Hartford, CT, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2007 and has prior experience with Global Portfolio Strategies, Inc. and TD Ameritrade, Inc. Murtha is also involved in providing life insurance and fixed annuities to clients through Howard Financial and Associates PLLC. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and in-house management. The firm employs a proprietary mutual-fund screening process and maintains institutional relationships supporting its investment and sweep products.

Kenneth Swansegar is a financial advisor with Capital Analysts in Lexington, KY, holding a Series 63 designation and 39 years of industry experience. His prior roles include positions at Lincoln Investment, Legend Equities Corporation, and Valic Financial Advisors. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, access to third-party managers, and retirement-plan advice, delivering investment management through both discretionary in-house teams and non-discretionary advisor and third-party manager arrangements.

Bryan Kee is a financial advisor at Capital Analysts with four years of industry experience. He holds the Series 66 designation and has worked at Lincoln Investment since 2020. Prior to his advisory career, he was employed at UPS from 2017 to 2020 and attended Drexel University in 2020. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable clients. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice, supported by its in-house Investment Management & Research team and integration with Lincoln Investment.

Brandon De Stefano is a financial advisor with Capital Analysts in Bryan, TX, holding Series 65 and Series 63 licenses and possessing nine years of industry experience. He has been associated with Lincoln Investment LLC since 2016 and was self-employed prior to that. Brandon serves as a member of the board for Conroe Country Club. 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 model portfolios, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Kevin Morse is a financial advisor with Capital Analysts, Incorporated in Braintree, MA, holding Series 63 and Series 66 registrations and 35 years of industry experience. He has been with Capital Analysts since 1991 and also maintains roles at Pinnacle Study Group as Treasurer and provides tax preparation and insurance services as a sole proprietor. 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, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm’s investment approach combines discretionary management by an in-house team using a proprietary screening process with non-discretionary advisory services.

Donald Hadley Jr. is a financial advisor with Capital Analysts, holding the ChFC® designation and Series 63 license, with 58 years of industry experience. He has been with Capital Analysts and Fidelity Mutual/Capital Analyst Inc. since 1972 and has also worked with Lincoln Investment since 2012. Outside of finance, he is a partner in GAITS OF HEAVEN, LLC, a horse management business involved in raising, training, and showing horses. Capital Analysts serves a broad client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm offers investment management both on a discretionary basis via its internal Investment Management & Research team and non-discretionary through advisors and third-party managers.

David Friedman is a financial advisor at Capital Analysts with 27 years of industry experience. He holds the Series 66 designation and has worked at firms including Lincoln Investment, Mass Mutual Investors Services, and MetLife Securities. 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 in-house investment management.

Christopher Schoff is a financial advisor with Capital Analysts in Rochester, NY, holding Series 63 and Series 65 licenses and having 10 years of industry experience. His prior work includes roles at Lincoln Investment and Legend Advisory Corporation, as well as nearly two decades of employment with Victor Central Schools. Outside of finance, he owns and operates two family businesses: one providing seasonal pool services and another producing and selling maple syrup. 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 through a combination of in-house discretionary investment management and non-discretionary advisor-managed and third-party solutions, supported by proprietary research and institutional partnerships.

Derrick Friedman is a financial advisor with Capital Analysts in Dunwoody, GA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1997. Outside of his advisory role, he founded and serves as president of a national placement company that matches financial advisors with broker-dealers and manages a group life insurance program for school employees. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides a range of portfolio management services through both discretionary and non-discretionary approaches, supported by an in-house investment team utilizing proprietary fund screening tools.

Ralph Schneider is a financial advisor with Capital Analysts, holding a Series 63 designation and bringing 33 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1992. 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, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Richard Carnes is a financial advisor with Capital Analysts, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His prior work includes roles at Lincoln Investment and Legend Equities Corporation. Outside of his advisory work, he serves as treasurer for the Oconee Bass Club. Capital Analysts serves retail and institutional clients, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network. The firm employs both discretionary and non-discretionary investment approaches supported by an in-house research team and proprietary mutual-fund screening.

Donald Wade is a CFP® professional with 47 years of industry experience, currently affiliated with Capital Analysts. He previously worked at Legend Equities Corporation for 28 years before joining Lincoln Investment in 2017. Outside of advisory work, he operates a personal tax and accounting S Corporation. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through both discretionary and non-discretionary approaches, utilizing a proprietary mutual-fund screening process and delivering retirement-plan advice across a nationwide network of independent advisors.

Robert Pryor Jr. is a CFP®-credentialed financial advisor with nine years of industry experience. He is currently with Capital Analysts and Lincoln Investment, having previously worked at Money Concepts Capital Corp and Total Business Care, LLC. Outside of his advisory role, Pryor owns a tax preparation and planning business. Capital Analysts serves a diverse clientele including 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, utilizing both discretionary and non-discretionary investment management supported by an in-house research team and third-party managers.

Brett Stockland is a financial advisor with Capital Analysts in Fayetteville, AR, holding the Series 66 designation and having nine years of industry experience. His prior work includes roles at Lincoln Investment and Thrivent Financial. In addition to his advisory work, he is involved in fixed insurance sales, covering life, health, and disability insurance. Capital Analysts serves a diverse clientele 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 advisors, utilizing both discretionary and non-discretionary investment approaches supported by an in-house research team.

Pamela Middleton is a financial advisor with Capital Analysts, holding the ChFC® designation and Series 63 and 65 licenses, and has 43 years of industry experience. She has been associated with Lincoln Investment Planning, Inc. since 1996 and Banks, Jackson & Middleton Inc. since 1994. Outside of advising, she provides income tax preparation services and serves as an executor and trustee, including guardianship responsibilities. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through both discretionary and non-discretionary approaches and supports retirement-plan advice via a nationwide network of independent advisors and in-house research teams.