Sergio Esteves is a financial advisor with Capital Analysts in Wellington, FL, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Lincoln Investment, Legend Equities Corporation, and Invest Financial Corporation. Outside of advisory work, he serves as an insurance agent offering life, health, and fixed annuity products and is involved as a board member in mission and community enrichment organizations. 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, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Larry Mccoy is a financial advisor with Capital Analysts in Cape Coral, FL, holding Series 63 and Series 65 licenses and 31 years of industry experience. His prior roles include positions at Lincoln Investment and Legend Advisory Corporation. Outside of advisory work, he is a licensed insurance agent involved in life, annuity, and Medicare insurance sales. Capital Analysts serves retail and institutional clients, including individual and high-net-worth investors, trusts, and charitable organizations. The firm offers portfolio management with discretionary and non-discretionary investment options, utilizing a proprietary mutual-fund screening process and providing retirement-plan advice through a nationwide network of independent advisors.

Domingos Noya is a financial advisor with Capital Analysts, holding Series 65 and Series 63 licenses and bringing 34 years of industry experience. His career includes longstanding roles at Lincoln Investment, Great American Advisors, Connecticut Mutual Life Insurance Company, and Employee Benefit Planners. He also works as an independent contractor selling fixed annuities and life insurance through several firms. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management and retirement-plan advice through a nationwide network of independent advisors. The firm employs both discretionary and non-discretionary investment approaches, supported by an in-house research team using a proprietary mutual fund screening process.

Thomas Turchetti is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation, Legend Equities Corporation, and Concourse Financial Group Securities. Outside of advisory work, he is an insurance agent offering life, health, long-term care, and disability income products. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations, providing portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice. The firm delivers investment management through both discretionary in-house teams and non-discretionary advisors and third-party managers, utilizing a proprietary screening process called CAPSL to build diversified portfolios.

Michael Jordan is a financial advisor at Capital Analysts with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2017 and Legend Equities Corporation from 1995 to 2017. Outside of his advisory work, he serves as an executor managing estate settlements. Capital Analysts provides portfolio management and retirement-plan advice to a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers both discretionary and non-discretionary investment management through in-house research and third-party managers, supported by a proprietary mutual-fund screening process called CAPSL.

Brian Pitell is a financial advisor at Capital Analysts with 27 years of industry experience. He holds a Series 66 designation and has a career background that includes roles at Lincoln Investment, Cetera, Park Avenue Securities, Guardian Life Insurance Company, and Equitable Advisors. Outside of his advisory work, he hosts a podcast focused on hunting and fishing and serves as chapter president for Safari Club International, a nonprofit organization dedicated to hunting and conservation. 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 an in-house investment management team using a proprietary mutual fund screening process.

Patrick Forst is a financial advisor with Capital Analysts in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 1986. 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.

William Weber is a financial advisor with Capital Analysts in Bethlehem, PA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His career includes roles at Lincoln Investment Planning since 2011 and Wells Fargo Clearing from 2006 to 2007. Outside of advising, he has been involved with She Said Sunday, an enterprise active since 2007. Capital Analysts serves a diverse client base including retail and institutional investors, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm employs both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team and maintains institutional relationships that support a range of investment products and services.

Brian Gordon is a financial advisor at Capital Analysts with 45 years of industry experience. He holds Series 63 and Series 65 designations. His prior work includes tenures at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. 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 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 to support its services.

Cynthia Perini is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She has worked at Lincoln Investment Planning, Inc. since 2006, Sovereign Bank since 2004, and Raymond James Financial Services from 1999 to 2004. Outside of her advisory role, she serves on multiple nonprofit boards and committees, including the Magnolia Foundation and Hospice of Washington County, and is involved with philanthropic organizations such as the Women's Giving Circle of Washington County. Capital Analysts serves both retail and institutional clients, offering portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm combines discretionary investment management by an in-house team using a proprietary mutual fund screening process with non-discretionary services via advisors and third-party managers.

Zachary Carr is a financial advisor at Capital Analysts with two years of industry experience. He holds the Series 66 designation and has worked at both Capital Analysts and Lincoln Investment since 2023. Prior to his advisory career, he spent 14 years in primary education and four years in college education. 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, delivering investment management through both discretionary and non-discretionary approaches supported by an in-house Investment Management & Research team.

Robert Roux is a financial advisor with Capital Analysts and holds a Series 66 designation. He has 18 years of industry experience, including previous roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and UBS Financial Services. Roux joined Capital Analysts and Lincoln Investment in 2023. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a network of independent advisors and in-house investment management using proprietary mutual fund screening.

Timothy Narva is a financial advisor with Capital Analysts and holds Series 63 and Series 66 licenses. He has 28 years of industry experience, including prior roles at Lincoln Investment Planning, Walnut Street Securities, Inc., and Valic Financial Advisors. He also maintains an insurance representative position, servicing fixed insurance accounts and residual income related to prior insurance business. 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, 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.

Matthew Harrison is a financial advisor with Capital Analysts, holding a Series 66 designation and 17 years of industry experience. His prior work includes positions at Lincoln Investment, Golden West, Merrill, Wells Fargo Clearing, Chase Investment Services, and Edward Jones. He serves on the endowment board of St. Mary's Food Bank. 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 in-house investment management.

Susan Marino is a financial advisor at Capital Analysts with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at firms including Van Eck Associates Corporation and Lincoln Investment. Capital Analysts serves both retail and institutional clients, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors. The firm manages investments both discretionarily and non-discretionarily, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships that support a range of financial products and services.

Michael Thames is a CFP® certificant with 15 years of experience in the financial services industry. He has worked at Capital Analysts and Lincoln Investment since 2024 and held various roles at Charles Schwab from 2011 to 2024. Thames serves as a finance committee member for Gateway Church, where he participates in quarterly meetings to review the church’s finances and projects. Capital Analysts serves retail and institutional clients, including individual 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.

Kristen Noonan is a financial advisor at Capital Analysts with two years of industry experience. She holds the Series 66 designation and has worked at Capital Analysts and Lincoln Investment since 2024, following prior roles at Citizens Securities and Citizens Bank. Outside her advisory role, she serves as a sales assistant for Triple V, Inc., doing business as Marshall Wealth Management. Capital Analysts serves retail and institutional clients, including individuals, trusts, foundations, 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.

Raymond Hunt is a financial advisor at Capital Analysts with 24 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2012. Additionally, he is licensed as a Life and Health Insurance Broker, providing research, recommendation, and servicing of insurance products. 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, employing both discretionary investment management by its in-house team and non-discretionary options via advisors and third-party managers.

Rory Cannon is a financial advisor at Capital Analysts with 12 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment, Fidelity Brokerage Services, U.S. Bancorp Investments, Charles Schwab, and Morgan Stanley. 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 both discretionary and non-discretionary approaches, supported by an in-house investment management and research team.

Dale Mingledorff is a financial advisor at Capital Analysts with 20 years of industry experience. He holds the CFP® designation and Series 63 license and has worked with firms including Horace Mann Companies and Lincoln Investment. In addition to his advisory role, Mingledorff serves as an instructor at the U.S. Army Reserve Command & General Staff College, holding the rank of Lieutenant Colonel. Capital Analysts serves a diverse client base including individuals, 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 its in-house investment management and research team.