Gregory Sankey is a CFP® professional with 18 years of experience in the financial industry. He has worked at Capital Analysts and Lincoln Investment since 2020 and previously spent 13 years with The Horace Mann Companies. Sankey is also the president and owner of Sankey Insurance and Financial Services, which provides insurance and fixed annuity 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 nationwide network of independent advisors and combines discretionary in-house investment management with non-discretionary third-party manager services.

Jason Knox is a financial advisor with Capital Analysts based in Decorah, IA. He holds Series 63 and Series 65 credentials and has 29 years of industry experience. His prior work includes roles at Lincoln Investment and founding Knox Financial 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, 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.

Corey Sneed is a financial advisor at Capital Analysts with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Investment and Legend Advisory Corporation. Sneed serves as Executive Committee and Board Chairman for Catalyst CT, a nonprofit organization. Capital Analysts serves retail and institutional clients, offering portfolio management, customized advisor-managed portfolios, and retirement-plan advice through a nationwide network of independent advisors. The firm combines discretionary investment management by an in-house team with non-discretionary services via advisors and third-party managers, utilizing a proprietary mutual-fund screening process.

Matthew Pisani is a financial advisor with Capital Analysts in Bohemia, NY, holding a Series 63 designation and bringing 17 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory work, he co-wrote a children’s rhyming book titled "Nala The Bulldog" and serves as Executive Director of the nonprofit Clean Slate Living, where he is also a motivational speaker on topics such as bullying, toxic relationships, and addiction. Capital Analysts serves both retail and institutional clients, providing 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. The firm offers discretionary investment management via its in-house team using a proprietary fund screening process, alongside non-discretionary services through advisors and third-party managers.

Michael Kays is a financial advisor at Capital Analysts with 25 years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2017, following prior roles at Legend Equities Corporation and Valic Financial Advisors. Outside of his advisory work, he serves as an assistant varsity girls soccer coach for the Northern Local School District. 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.

Melissa De Rozario is a financial advisor with Capital Analysts, holding Series 63 and Series 66 registrations and bringing 13 years of industry experience. She has previously worked at Lincoln Investment LLC and Morgan Stanley, including their Private Bank division. In addition to her advisory role, she owns and operates two e-commerce businesses focused on merchant processing services. Capital Analysts serves a mix of retail and institutional clients, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors. Investment management is provided both discretionarily by an in-house team using a proprietary mutual fund screening process and non-discretionarily through advisors and third-party managers.

Alani Sewell is a financial advisor at Capital Analysts with 17 years of industry experience. She holds the Series 66 designation and has worked at Lincoln Investment Planning, Inc. since 2009, following a year at Ameriprise. 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 through both discretionary and non-discretionary approaches, utilizing an in-house investment management and research team and offering access to third-party managers.

Lori Campbell is a financial advisor with Capital Analysts and holds a Series 63 designation. She has 40 years of industry experience, including roles at Lincoln Investment Planning, Inc. since 2008 and the Thomas Seely Agency since 1983. Outside of her advisory work, she is the owner of TSA-TPA, LLC, an LLC primarily used for tax and accounting purposes. 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 combination of in-house investment management and independent advisors.

Diane Hartz is a financial advisor at Capital Analysts with 36 years of industry experience. She holds a Series 63 designation and has worked at Lincoln Investment since 2017, following 14 years at Legend Equities Corporation. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, 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 firm-managed programs.

Stephen Bach is a CFP® professional with 25 years of experience in financial advising, currently affiliated with Capital Analysts and operating through Lincoln Investment Planning, Inc. He serves as a board member and treasurer for Grace Bible Fellowship Church, where he participates in overseeing financial and administrative duties. 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 delivered through a nationwide network of independent advisors and in-house investment management teams.

Gary Cucchi is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has a background that includes long-term roles with Horace Mann Companies and Florida Educators Insurance. Outside of advising, Cucchi is involved in youth sports as a coach and president of the Tampa Trojans Baseball 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 and retirement-plan advice through both discretionary and non-discretionary investment approaches, supported by an in-house research team and a proprietary mutual-fund screening process.

John Blanchard is a financial advisor with Capital Analysts in Braintree, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Lincoln Investment, Gwn Securities Inc, Mariner, Hornor, Townsend & Kent, Investors Capital Corp., and Eastern Point Advisors Inc. He is also involved in sales and service at TRIPLE V, INC., doing business as Marshall Wealth Management, where he focuses on life insurance, long-term care, and 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, customized and model portfolios, third-party manager access, and retirement-plan advice through a network of independent advisors and in-house investment teams.

Brian Biehl is a CFP® professional with 34 years of experience in the financial industry. He is currently with Capital Analysts and has previously worked at Lincoln Investment, Questar Asset Management, Meeder Advisory Services, Merrill, Wells Fargo Clearing, and Icon Advisers. 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.

Loyd Rawls is a financial advisor with Capital Analysts in Orlando, FL, holding Series 63 and Series 65 licenses and bringing 52 years of industry experience. He has worked with Lincoln Investment since 2012 and has been with Capital Analysts Incorporated since 2006. Outside of his advisory role, Rawls is involved in business succession planning and serves as chairman of related family business organizations. 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, delivering investment management both through an in-house team and advisor-managed strategies.

Kyle Webster is a CFP® certificant with 13 years of industry experience, currently serving as a financial advisor at Capital Analysts in Fort Washington, PA. His career includes roles at The Vanguard Group and Ascensus LLC before joining Capital Analysts and Lincoln Investment in 2020. 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.

Eric Shupe is a financial advisor with Capital Analysts in West Chester, Ohio, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. His prior work includes nine years at Lincoln Investment, seven years at Legend Equities Corporation, and nine years at 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, custom and model portfolios, access to third-party managers, and retirement-plan advice through a network of independent advisors and in-house investment management utilizing a proprietary mutual fund screening process.

Rex Swartz II is a financial advisor at Capital Analysts with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment Planning, Inc. since 1995. 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.

Bernard Comber Jr. is a financial advisor at Capital Analysts with 32 years of industry experience. He holds a Series 63 designation and has worked at Capital Analysts since 2003 and Lincoln Investment since 2012. In addition to his advisory role, he owns and operates a CPA practice. 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 independent advisors and firm-managed programs.

Richard Sharpe is a financial advisor at Capital Analysts with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at West Coast Financial, Lincoln Investment, Lutz Prep, and PlanMember Securities Corporation. Outside of financial advising, he serves as a substitute teacher and soccer coach at Lutz Prep and coaches soccer at Brooks DeBartolo Collegiate High School. 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 and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and in-house investment management.

Jesse Carrillo is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 10 years of industry experience. He has worked at Lincoln Investment and Dearborn & Creggs during his career. Outside of his advisory role, Carrillo co-founded Rooted Life, an education consulting venture where he participates as a speaker and facilitator on topics related to teaching, counseling, and leadership. Capital Analysts serves retail and institutional clients including high-net-worth individuals, trusts, foundations, 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.