Gwendolyn Bork is a financial advisor with Capital Analysts, holding a Series 66 designation and bringing 10 years of industry experience. Her prior roles include positions at Lincoln Investment Planning, Custom Wealth Strategies, Commonwealth Financial Network, and Wells Fargo Advisors Financial Network. Outside of her advisory career, she is involved in several community and nonprofit activities, including serving as a town council member, president of an addiction prevention nonprofit, and participating in youth mentorship and business skills advisory boards. Bork is also a published author and an independent recording artist. 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 through a combination of in-house discretionary management, advisor-managed portfolios, and access to third-party managers, supported by its proprietary mutual-fund screening process and nationwide network of independent advisors.

Raymond Clifford Jr. is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. His career includes long-term roles at Lincoln Investment Planning Inc. and The Lincoln National Life Insurance Company, as well as a principal position at Clifford & Reno Insurance Agency. Outside of advising, he is involved as a shareholder in restaurant and pizzeria businesses in Worcester, MA. 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, utilizing both discretionary and non-discretionary investment approaches supported by an in-house research team.

Donald Nemeth Jr. is a financial advisor with Capital Analysts in Woodbridge, CT, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He previously worked at Lincoln Investment for nine years and The Legend Group for five years. Outside of advising, he maintains a role as a landlord, managing minor property maintenance and contractor coordination. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, 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 utilizing a proprietary mutual fund screening process and maintains institutional relationships that support its cash sweep products and retirement services.

Judy Poole is a financial advisor at Capital Analysts with eight years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Investment and Robinson & Associates. Poole is also a 50% owner and officer of Poole Financial Services Inc., a company engaged in life insurance and fixed annuities. Capital Analysts serves a broad client base including individual investors, high-net-worth clients, 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 in-house discretionary management.

Mark Knox is a CFP® with 40 years of experience in the financial industry. He has been with Lincoln Investment Planning, Inc. since 1983 and retired from 2017 to 2019. He is currently affiliated with Capital Analysts in Hauppauge, NY. 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.

Danielle Rovner is a financial advisor at Capital Analysts with 12 years of industry experience. She holds the Series 66 designation and has previously worked at Equitable 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 nationwide network of independent advisors and in-house investment management.

Paul Dellamonica Jr. is a financial advisor at Capital Analysts with 10 years of industry experience. He holds a Series 66 designation and has been affiliated with Lincoln Investment since 2016. Outside of financial advising, he works as a mechanic in the HVAC industry. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice through a 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 various investment solutions.

Kenneth King Jr. is a financial advisor with Capital Analysts, holding a Series 66 credential and eight years of industry experience. He previously worked at Pasternak Baum & Co., Ltd and has been with Lincoln Investment since 2018. Outside of his advisory role, he owns Kenny King Consulting Inc., an S Corporation focused on tax structures and solo 401(k) plans for independent contractors. 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 network of independent advisors and in-house investment management using a proprietary mutual-fund screening process.

Eddie Albazi is a Series 66-licensed financial advisor at Capital Analysts with 25 years of industry experience. His prior roles include positions at Valic Financial Advisors and Ameriprise. Albazi is also active as an insurance agent selling life and long-term care insurance and fixed annuities, and he founded Bazfinancial LLC 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 and retirement-plan advice through both discretionary and non-discretionary investment approaches, supported by an in-house research team and a nationwide network of independent advisors.

Robin Gruber is a financial advisor with Capital Analysts and holds Series 63 and Series 65 licenses. He has 25 years of industry experience and has worked at Capital Analysts since 2019, as well as Lincoln Investment Planning and NW Tax Planning. Gruber is also an insurance agent specializing in fixed life products including annuities and long-term care insurance. 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.

Connor Womack is a financial advisor at Capital Analysts with nine years of industry experience. He holds Series 65 and Series 63 credentials and has worked at Lincoln Investment since 2017. He is the sole owner of NEXTGEN WEALTH PLANNING LLC, which provides administrative, marketing, and operational support services for his practice. 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 through both discretionary and non-discretionary approaches, utilizing an in-house Investment Management & Research team and a proprietary mutual fund screening process.

Jason Levine is a CFP® with 24 years of industry experience, currently affiliated with Capital Analysts. He has worked at Auday Group since 2000. Levine serves as a board member of the nonprofit organization My Brother’s Table, providing guidance to its executive director. 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 an in-house Investment Management & Research team that employs a proprietary screening process to construct model portfolios.

Edward Zalar is a financial advisor with Capital Analysts, holding Series 65 and Series 63 credentials and possessing 15 years of industry experience. He has worked at Lincoln Investment since 2012 and with Royalton Financial Group since 2010. Outside of his financial advisory roles, he serves on the Trails Advisory Board and is a candidate for the board of directors at a local Chamber of Commerce, contributing to community projects and organizational governance. 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 advisor representatives and firm-managed programs.

Thomas Pontrello is a CFP® with 39 years of industry experience, currently serving at Capital Analysts. His prior roles include positions at Lincoln Investment since 2017, Legend Advisory Corporation from 2011 to 2019, and Legend Equities Corporation from 1988 to 2017. He is also a partner in Legend Wealth Management, LLC. 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 independent advisors and firm-managed programs.

Elaine Anna Gavlinski is a financial advisor at Capital Analysts with three years of industry experience. She holds the Series 66 designation and has worked with Lincoln Investment and Lincoln Investment Planning since 2011. Outside of her advisory role, she is involved in bookkeeping for a mulch and landscaping business. 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 management with advisor-led strategies.

Peter Knapp is a financial advisor at Capital Analysts with 43 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Lincoln Investment, Cadaret Grant & Co., Inc., and Guardian Life. Outside of advising, he is a member and owner of Westchester Financial Partners LLC, where he is involved in insurance sales and service. Capital Analysts serves retail and institutional clients such as high-net-worth individuals, trusts, foundations, and businesses. The firm offers portfolio management, advisor-managed and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and an in-house investment management team.

James Roumell is a financial advisor with Capital Analysts in Brooklyn, MI, holding Series 63 and Series 65 licenses and 17 years of industry experience. He previously worked at Lincoln Investment for nine years and at Legend Equities Corporation for nine years. 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, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Matthew Romano is a financial advisor with Capital Analysts based in Tallahassee, FL. He holds Series 65 and Series 63 licenses and has 11 years of industry experience. His prior work includes roles at Lincoln Investment, The Gabor Agency, and Mutual of America Securities 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.

Borana Verardi is a financial advisor at Capital Analysts with six years of industry experience. She holds a Series 66 designation and has previously worked at Morgan Stanley and Valley National Bank. Her current role includes tenure at both Capital Analysts and Lincoln Investment since 2020. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, 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.

Adam Clyne is a Series 66 licensed financial advisor with Capital Analysts, bringing 21 years of industry experience. His career includes roles at Lincoln Investment, Legend Equities Corp, and Equitable Advisors. Outside of advisory work, he holds multiple independent agent positions focused on fixed insurance products and health insurance, including Medicare-related plans, and also works as a licensed security officer on a part-time basis. Capital Analysts serves a diverse client base that includes retail and institutional investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors, combining discretionary and non-discretionary investment management with proprietary mutual fund screening and tax-aware strategies.