Mark Zacek is a financial advisor at Capital Analysts with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Lincoln Investment and Raymond James Financial. In addition to his advisory role, he conducts life, health, disability, long-term care, and fixed annuity sales as a contractor with Nathan Agencies. 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 combination of discretionary in-house management and non-discretionary advisor-managed solutions.

Timothy Mc Govern is a financial advisor with Capital Analysts, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Lincoln Investment, J. McGovern & Associates, Hiscox, and Inmagine/123RF. Outside of advising, he manages a rental property in Chicago. Capital Analysts serves both retail and institutional clients, offering portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice. The firm utilizes a proprietary mutual fund screening process and delivers investment management through an in-house team as well as third-party managers.

David Shnitzer is a CFP® professional at Capital Analysts with 22 years of experience in the financial services industry. He previously worked at Ameriprise Financial Services, Inc. for 19 years before joining Capital Analysts and Lincoln Investment in 2024. Outside of his advisory role, he is a founding board member and treasurer of Cameroon One, a nonprofit focused on alternative orphan care. 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, and retirement-plan advice. The firm provides investment management through both discretionary in-house teams and non-discretionary third-party advisors.

Todd Wartman is a financial advisor with Capital Analysts, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has been with Capital Analysts since 2007 and has also worked at Lincoln Investment since 2012 and FIFTH THIRD SECURITIES, Inc. from 2006 to 2007. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers a range of portfolio management services through a nationwide network of independent advisors and combines discretionary investment management by an in-house team with access to third-party managers.

Joseph Valdes Jr. is a financial advisor at Capital Analysts with 28 years of industry experience. He previously worked at Valic Financial Advisors for 24 years before joining Agia and later Lincoln Investment. 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 proprietary screening tools and a network of independent advisors and third-party managers.

Janet Redding is a financial advisor with Capital Analysts in Schaumburg, IL, holding a Series 66 designation and 21 years of industry experience. She previously worked at Lincoln Investment Planning, Legend Advisory, LLC, Oberweis Securities, Inc., and Ameritas Investment Company, LLC. 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 in-house investment management teams.

Alexander Rasky Jr. is a financial advisor with Capital Analysts in Royal Oak, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes nine years at Lincoln Investment and nine years at Legend Equities Corp. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, advisor-managed portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm employs both discretionary and non-discretionary investment management supported by an in-house research team and maintains institutional relationships that enhance its product offerings.

Emily Hagarty is a Series 66-licensed financial advisor with Capital Analysts, based in Oaklyn, NJ. She has nine years of industry experience, including roles at Lincoln Investment and Michael Enos. 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.

Michael Maffei is a financial advisor with Capital Analysts, holding Series 63 and Series 66 credentials and bringing 24 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2009. Outside of advisory work, he is a part-time salesperson for America Supply Inc., a wholesale linen supplier for hotels and industrial laundries in the South Jersey and Philadelphia area. 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 network of independent advisors and firm-managed programs.

James Fasolino is a financial advisor with Capital Analysts, holding a Series 63 designation and 18 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Fasolino serves as a board member of Marien Heim of Brooklyn, a healthcare services organization. Capital Analysts serves retail and institutional clients, including 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 in-house investment management.

Ciara Price is a financial advisor at Capital Analysts with 13 years of industry experience. She holds the CFP® and Series 66 designations. Prior to her current role, she has been associated with Legacy Solutions, LLC and Lincoln Investment, LLC. Outside of advisory work, she serves as Chief Operating Officer and partner at Legacy Solutions, LLC, where she is involved in financial planning and client servicing. 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, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, utilizing both discretionary and non-discretionary investment approaches.

Caleb Fite is a financial advisor at Capital Analysts with four years of industry experience. He holds a Series 66 designation and has previous experience at Fidelity Investments and Lincoln Investment. Outside of advisory work, Caleb provides insurance services to clients as an agent. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and a proprietary mutual-fund screening process.

Jana Albus is a financial advisor with Capital Analysts in Sugarland, TX, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked with Lincoln Investment Planning, Inc. since 2006. 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 using a proprietary fund screening process.

Michael Dilullo is a CFP® with 44 years of industry experience, currently serving at Capital Analysts. He has worked at Lincoln Investment since 2017 and previously spent extensive periods at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, Dilullo serves as Treasurer and peer group facilitator at the Laurel Love Center for Grief and Hope, a nonprofit organization. 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 investment portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Elizabeth Weaver is a Series 66-licensed advisor with nine years of industry experience. She has been with Lincoln Investment since 2017 and previously served on the Wellesley Scholarship Foundation board for nine years. 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, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Daniel Potts is a financial advisor with Capital Analysts in Albemarle, North Carolina, holding Series 63 and Series 65 licenses and 10 years of industry experience. He previously worked at Lincoln Investment and Horace Mann Companies. Outside of advising, Potts serves as a board member for Communities in School Rowan, a nonprofit focused on supporting local schools through fundraising efforts. Capital Analysts provides investment management services to retail and institutional clients, including high-net-worth individuals, trusts, 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 research, with a focus on fiduciary responsibility for tax-advantaged accounts.

Michael Schneider is a financial advisor with Capital Analysts in Jenkintown, PA. He holds Series 63 and Series 65 licenses and has 10 years of industry experience. His prior work includes a tenure at Lincoln Investment from 2016 to present and employment at Temple University from 2013 to 2017. Capital Analysts serves a broad range of 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 internal programs.

Ross Mclaurin is a financial advisor with Capital Analysts based in Houston, TX. He holds Series 63 and Series 65 licenses and has 41 years of industry experience, including 39 years with Lincoln Investment Planning, Inc. Ross inherited mineral interests in natural gas production, from which he receives periodic royalty payments. 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 in-house teams and non-discretionary advisors and managers.

Patricia Jansen is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Her career includes roles at Lincoln Investment from 2017 to present, Legend Equities Corporation from 2003 to 2017, and MetLife Investment Fund Services LLC in 2002–2003. 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, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm employs both discretionary and non-discretionary investment approaches, supported by a proprietary mutual fund screening process and integration with Lincoln Investment and institutional partners.

Gilberto Arias Jr. is a financial advisor with Capital Analysts, holding a Series 66 credential and 23 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2007. Outside of advising, he serves as Vice President and Secretary of a non-profit condominium association and holds leadership roles in private corporations related to investment management and real estate. 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, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and internally managed programs.