Gerald Burhop is a CFA charterholder and financial advisor at Capital Analysts with 29 years of industry experience. He has been with Lincoln Investment Planning, Inc. for 27 years. He serves as board member and treasurer for the charitable organization Women in Transition and is also a board member for Methodist Services/Methodist Home for Children. Capital Analysts provides investment advisory services to retail and institutional clients, including high-net-worth 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.

Colin Denney is a CFP®-certified financial advisor with Capital Analysts and Lincoln Investment, bringing three years of industry experience. Prior to joining Capital Analysts in 2023, he worked at Stewardship Advisory Group and has a background in education with Liberty University and Sante Fe Christian School. He is also involved in insurance sales and servicing through his ownership and agent roles at Florida Educators Insurance LLC and West Coast Capital Advisors LLC. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and an in-house Investment Management & Research team that uses a proprietary screening process to build model portfolios.

Stephen Mc Entee is a financial advisor at Capital Analysts with four years of industry experience. He holds a Series 66 credential and has previously worked at Lincoln Investment, Milestone Wealth Management, and QPSI. Capital Analysts serves a mix of retail and institutional clients, including high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides 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 firm-managed programs.

Gregory Mikolajczak is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been associated with Lincoln Investment Planning, Inc. since 1999 and has managed Flyer’s Skate Zone for over two decades. Mikolajczak also has a long-standing role at Camden County College dating back to 1999. Capital Analysts serves a diverse client base that includes 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 employs an in-house Investment Management & Research team that uses a proprietary mutual fund screening process to build model portfolios and offers both discretionary and non-discretionary investment management options.

Randall Taylor is a financial advisor with Capital Analysts in Shippensburg, PA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked previously at Lincoln Investment and Legend Advisory Corporation. Taylor serves as president of the Drew Michael Taylor Foundation and is involved in local community organizations including the Rotary Club of Shippensburg Foundation. Capital Analysts serves a diverse client base that includes retail investors, high-net-worth individuals, 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, utilizing both discretionary and non-discretionary investment approaches supported by an in-house research team.

Katherine Eaker is a financial advisor at Capital Analysts with two years of industry experience. She holds a Series 66 designation and has prior work experience with Lincoln Investment and Charlotte-Mecklenburg Schools. Outside of her advisory role, she is involved as a sales assistant at FFG Companies, Inc., where she is studying for the SIE and Series 7 examinations. 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 and retirement-plan advice through a combination of discretionary in-house investment management and non-discretionary advisory services supported by proprietary portfolio screening tools.

Stefan Striffler is a financial advisor at Capital Analysts with 32 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Capital Analysts and Lincoln Investment since 2018, with prior experience at Signator Investors, Red Lion Area School District, and various insurance carriers. Outside of finance, he is the owner of Associated Health Care Management, Inc., a health care consulting company that is no longer active. 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 advisors, with investment management provided both by an in-house team and external managers.

Nicholas Borkowski is a financial advisor at Capital Analysts with nine years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment Planning, LLC, Voya Financial Advisors, Inc., and TD Bank. Capital Analysts serves retail and institutional clients, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides 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 firm-managed programs.

Jonathan Sliney is a financial advisor with Capital Analysts in Bethlehem, PA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior roles include positions at State Street Global Advisors and Lincoln Investment. He also serves as Managing Director at T & S Advisors, where he is involved in employee payroll management. 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 an in-house Investment Management & Research team as well as independent advisors.

Jerry Glasser is a financial advisor at Capital Analysts with seven years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones and Lincoln Investment. Glasser is also the owner of Guardian Path Wealth Management LLC, a marketing business unrelated to securities trading. Capital Analysts serves retail and institutional clients, including high-net-worth investors and charitable organizations, providing portfolio management and retirement-plan advice through a 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 options.

Matthew Dansker is a financial advisor at Capital Analysts with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Lincoln Investment, Merrill, and A.G. Edwards & Sons, Inc. 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 firm-managed programs.

Nicolas Brown is a financial advisor at Capital Analysts with two years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2023. Outside of his advisory role, he has been employed as a golf shop attendant at McConnell Golf since 2018. 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 independent advisors and utilizes both discretionary and non-discretionary investment management strategies supported by an in-house research team.

Leonard Rizzotti is a CFP® with 42 years of industry experience, currently serving at Capital Analysts and previously affiliated with Lincoln Investment Planning, Inc. for over two decades. He is a board member of the PSADA Foundation, a nonprofit organization where he provides investment recommendations for a scholarship mutual fund portfolio on a volunteer basis. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm offers portfolio management, customized and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Aziza El Harre Bey is a financial advisor with Capital Analysts, holding Series 63 and Series 66 credentials and bringing 10 years of industry experience. She has worked at Lincoln Investment since 2019 and has prior experience with Santander Securities, Santander Bank, Fidelity Brokerage Services, and as a self-employed advisor. Capital Analysts serves a diverse client base including retail and institutional investors, providing 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 combines discretionary investment management by its in-house team with non-discretionary services via advisors and third-party managers.

Erik Hacker is a financial advisor with Capital Analysts who holds the ChFC® designation and Series 63 license, with 29 years of industry experience. He has worked at Capital Analysts since 1998 and has been affiliated with Lincoln Investment and John Hancock Mutual Life Insurance Co. since 2012 and 1996, respectively. Outside of his advisory work, he is involved in insurance sales through Capital Analysts of New England, providing clients with insurance quotes and information. 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, delivering investment management through both discretionary in-house management and non-discretionary advisory services.

James Noe is a financial advisor with Capital Analysts in Lombard, IL, holding Series 63 and Series 65 credentials and having 44 years of industry experience. He has been with Lincoln Investment Planning, Inc. for 21 years. 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, delivering investment management through both discretionary and non-discretionary approaches supported by a proprietary mutual-fund screening process.

Theodore Bertke is a ChFC® credentialed advisor with over 33 years of experience at Capital Analysts and Lincoln Investment. He has been associated with Capital Analysts since 1992 and Lincoln Investment since 2012. Outside his advisory work, he serves on the boards of the County Health Department and Mercer Health Hospital, and is involved in several local nonprofit and community organizations, including CASA-Mercer County and the Marion Community Development Organization. Capital Analysts serves a range of retail and institutional clients, providing portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors. The firm combines in-house discretionary investment management with advisor-managed and third-party solutions, utilizing a proprietary mutual fund screening process and maintaining institutional relationships to support its services.

Peter Ream is a financial advisor at Capital Analysts with 21 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His career includes roles at Lincoln Investment, HSBC Securities, PNC Investments, Securian Financial Services, and Morgan Stanley. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, 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.

Brad Joseph is a financial advisor with Capital Analysts in Dunwoody, GA, holding a Series 63 designation and 27 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1998 and has also been affiliated with Dekalb County Schools since 1995. Outside of advisory roles, he owns Joseph Financials LLC, which focuses on marketing activities, and is licensed to sell life insurance and fixed annuity 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, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Denis Corridan is a financial advisor at Capital Analysts with 32 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Lincoln Investment since 2017. His prior roles include positions at Legend Advisory Corporation and Legend Equities Corporation. Capital Analysts serves retail and institutional clients such as 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 ERISA/403(b) retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.