Andrew Buttelman is a financial advisor with Capital Analysts, holding a Series 63 designation and bringing 43 years of industry experience. His prior roles include positions at Lincoln Investment and Legend Equities Corporation. He is also the owner and sole officer of Lifestage Wealth Advisors Inc., a business involved in office leasing and related administrative activities. 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, customized and model portfolios, access to third-party managers, and retirement-plan advice through a network of independent advisors and its in-house Investment Management & Research team.

Steven Fisher is a CFP® with 40 years of industry experience, currently affiliated with Capital Analysts. He has worked at Lincoln Investment since 2017 and previously spent 22 years at Legend Equities Corporation. Fisher serves as an elder and president of his local church board in St. Petersburg, FL. 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, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Kelly Shelgren is a financial advisor with Capital Analysts, holding a Series 66 designation and 10 years of industry experience. She has worked with Lincoln Investment since 2015 and has also been involved with Shelgren Financial since 2010. Outside of her advisory roles, she serves as a registered agent and responsible party for RSA 405 LLC. 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 through a nationwide network of independent advisors and firm-managed programs, utilizing both discretionary and non-discretionary investment approaches supported by proprietary mutual-fund screening.

Myra Rosenblatt is a CFP® professional with 35 years of industry experience. She currently works at Capital Analysts and has held roles at Lincoln Investment for nine years and Legend Equities Corporation for 23 years. Rosenblatt operates her investment business under the DBA SOSAE Rose Financial Group LLC. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations, providing portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice. The firm offers both discretionary and non-discretionary investment management through its in-house team and affiliated advisors.

Amy Montiel is a financial advisor at Capital Analysts with three years of industry experience. She holds a Series 66 designation and has previously worked at Adara Wealth Management and RBC Wealth Management. Outside of her advisory role, she is co-owner of a rental property in Tucson, Arizona. Capital Analysts serves retail and institutional clients including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through an in-house investment management team and a nationwide network of independent advisors.

Karla Mcfarland is a financial advisor with Capital Analysts in Tallahassee, FL, holding Series 65 and Series 63 credentials and seven years of industry experience. Her career includes roles at Lincoln Investment, Agia, Valic Financial Advisors, Raymond James Financial Services, Merrill Lynch, Edward Jones, and Northwestern Mutual Life Insurance Company. 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, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and its in-house Investment Management & Research team.

Gregory Sabo is a financial advisor at Capital Analysts with 17 years of industry experience. He holds a Series 63 designation and has previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of advisory services, he owns and operates a seasonal tax preparation and planning business serving individuals and small businesses. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management and retirement-plan advice through a nationwide network of advisors. The firm employs both discretionary and non-discretionary investment approaches supported by an in-house research team and proprietary mutual-fund screening process.

Angel Duncan is a financial advisor at Capital Analysts with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at several firms including Anchorpoint Financial, Lincoln Investment, Cincinnati Analysts, Inc., and Wells Fargo Clearing. Outside of her advisory work, she serves as a notary public. 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, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Christopher Ramsey is a CFP® with 26 years of experience in the financial industry. He is affiliated with Capital Analysts and has held roles at Lincoln Investment and Outlook Financial Group, where he serves as Managing Member. He also maintains a fixed insurance agent license. Capital Analysts serves a diverse client base 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 through a nationwide network of independent advisors and internal investment teams.

Samantha Wells is a financial advisor with Capital Analysts in Pensacola, FL, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. She has worked at Lincoln Investment LLC since 2016 and is involved with The Gabor Agency, Inc., where she provides insurance services to employees of Florida state colleges and universities. Outside of finance, she is president and majority owner of W3 Engineering, Inc., an engineering consulting firm. Capital Analysts serves a range of clients including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through both discretionary in-house management and non-discretionary advisor and third-party manager solutions.

Michael Enos is a Series 63-registered financial advisor at Capital Analysts with 34 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1991. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides 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.

Robert Rano Jr. is a financial advisor with Capital Analysts in Venice, FL, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2012 and has served as President of Clifford & Rano Insurance Agency, Inc. since 1988. Outside of advising, he is involved in insurance sales leadership and is a shareholder in a local pizzeria. Capital Analysts serves a diverse client base including individual investors, trusts, foundations, and charitable organizations. The firm offers portfolio management through a mix of discretionary and non-discretionary solutions, supported by an in-house research team and third-party managers, with a nationwide network of independent advisors and specialized retirement-plan services.

Samuel Matteo is a financial advisor at Capital Analysts with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Lincoln Investment, Gabor Financial Solutions, Edward Jones, and SunTrust Bank. Outside of finance, he has experience working with the Florida Senate and in the food service industry. Capital Analysts serves a diverse client base of retail and institutional investors, providing portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice. The firm operates through a nationwide network of independent advisors and utilizes both discretionary and non-discretionary investment management supported by an in-house Investment Management & Research team.

John Feeney is a financial advisor at Capital Analysts with 30 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Investment Planning, Axa Advisors, LLC, and Valic Financial Advisors. Outside of his advisory role, he serves as a Group Relationship Manager at Bergin Agency, where he focuses on building and maintaining relationships with employers sponsoring retirement plans. 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, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network and a dedicated Investment Management & Research team.

Mark Kelly is a financial advisor at Capital Analysts with seven years of industry experience. He previously worked at Lincoln Investment LLC and Anderson International Corp, and he operates Kelly's Tax & Financial Services, where he provides tax preparation and insurance services. Capital Analysts serves a diverse client base, 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, delivering investment management both through an in-house team and independent advisors.

Jerald Wozniak is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Lincoln Investment Planning, Inc. for 40 years and has longstanding involvement with FANS, Milico (Al Williams Co), and Fox Chapel Area Schools. Capital Analysts serves retail and institutional clients, including individual investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management and retirement plan advice through a nationwide network of advisors and firm-managed programs. The firm utilizes an in-house Investment Management & Research team along with third-party managers to deliver discretionary and non-discretionary investment management.

Gage Warren is a financial advisor at Capital Analysts with four years of industry experience. He holds the Series 66 designation and has worked at Capital Analysts and Lincoln Investment since 2022. Outside of advisory services, he is involved in insurance and fixed annuity sales and assists new hires with enrollment for supplemental benefits. Capital Analysts provides portfolio management and retirement-plan advice to retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers both discretionary and non-discretionary investment management through an in-house research team and third-party managers, supported by a nationwide network of independent advisors.

Alberto Gaglianese is a CFP® professional affiliated with Capital Analysts and has 40 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1986. Outside of his advisory role, he is involved in several real estate ventures, including property flipping and rental operations, as well as life insurance and annuities through Breakthrough Insurance Group. Capital Analysts serves a diverse client base that includes 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 in-house discretionary management and third-party advisors, supported by proprietary mutual fund screening and institutional relationships.

Ira Tweed is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at Lincoln Investment, Great American Advisors, and Mass Mutual Life Insurance. Outside of his advisory work, he is also an insurance agent involved in brokering term life insurance and managing fixed annuities. Capital Analysts serves a diverse client base that includes 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 and an in-house investment management team.

Ross Donaghay II is a financial advisor at Capital Analysts with five years of industry experience and holds a Series 66 designation. His prior roles include positions at Lincoln Investment and AIM Wealth Partners. He has also been involved with several volleyball organizations, including the University of Arizona Womens Club Volleyball and Southern Arizona Volleyball Academy. 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, utilizing both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.