Richard Lewis is a financial advisor with Capital Analysts in Warren, NJ, holding a Series 66 designation and 30 years of industry experience. He has worked at Lincoln Investment since 2012 and at Kim Financial Group since 2002. Lewis is a co-owner of Tenth Street Partners and is involved in employee benefits consulting for public sector employees through S.A.F.E. Information Services and the State and Federal Employee Benefits Consulting 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 and retirement-plan advice through a nationwide network of advisors and combines discretionary investment management with a proprietary mutual-fund screening process.

Angela Seguro is a financial advisor with Capital Analysts who holds the Series 66 designation and has 10 years of industry experience. She has worked at Lincoln Investment and West Coast Financial Inc since 2017, and previously at Cuna Brokerage Services, Inc. and Suncoast Credit Union from 2015 to 2017. In addition to her advisory role, she is involved in life insurance and fixed annuity sales. Capital Analysts serves a diverse client base, including retail and institutional investors such as high-net-worth individuals, trusts, 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 an in-house investment management team.

James Cecchini II is a CFP® professional with 35 years of industry experience, currently serving at Capital Analysts. His prior work includes roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of financial advising, he is involved in buying and selling collectible automobiles through his business, Unique Car Guy, LLC. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, 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 a dedicated investment management team.

Larry Sokolow is a financial advisor with Capital Analysts, holding the ChFC® designation and 57 years of industry experience. He has worked at Signator Investors, Inc. since 2015, Safeco Investment Services, Inc. since 2002, and The Gabor Agency, Inc. for 54 years. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, 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 firm-managed programs.

Miles Harkleroad is a financial advisor at Capital Analysts with 26 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Lincoln Investment since 2012 and the Financial Integrity Group since 1993. Outside of his advisory roles, he participates in the Heritage Study Group, an educational investment-focused study group that meets twice annually. 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, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

David Cuba is a financial advisor with Capital Analysts in Kansas City, MO, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. His work history includes long-term roles at MHN Government Services and Lincoln Investment Planning, Inc. He is also the owner of DKKT Holdings LLC, a holding company with no current investment activities. 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, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Robert Cates is a financial advisor at Capital Analysts with 35 years of industry experience. He holds a Series 63 designation and has worked at Great American Life Insurance Company and Lincoln Investment Planning, Inc. since the late 1990s. He has also been involved with the Bonita Unified School District since 1989. 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 and firm-managed programs. The firm employs a proprietary mutual-fund screening process and provides both discretionary and non-discretionary investment management.

Patrick Robinson is a financial advisor at Capital Analysts with 12 years of industry experience and holds Series 63 and Series 66 designations. His prior roles include positions at Lincoln Investment, Mutual of America Securities LLC, and Jackson National Life Distributors LLC. He also assists as a sales assistant within the financial services sector. Capital Analysts serves both retail and institutional clients, offering portfolio management, advisor-managed portfolios, access to third-party managers, and retirement-plan advice. The firm delivers investment management through a combination of discretionary in-house management and non-discretionary advisor and third-party manager services.

Matthew Steiner is a financial advisor with Capital Analysts and holds a Series 65 credential. He has 12 years of industry experience, including roles at Horace Mann and Lincoln Investment. In addition to his advisory work, he owns Steiner Insurance & Financial Services LLC, which offers property and insurance services. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, and institutions, providing portfolio management and retirement-plan advice through a combination of discretionary and non-discretionary investment approaches supported by an in-house research team.

Bill Thompson is a financial advisor with Capital Analysts in Bryan, Texas, holding Series 63 and Series 65 licenses and 24 years of industry experience. He has worked at Lincoln Investment since 2012 and has been with Capital Analysts Incorporated since 2009. Outside of advising, Thompson is a managing member of a cattle grazing partnership and serves as an appointed commissioner on the City of Bryan Historical Landmark Commission. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, and businesses, offering portfolio management and retirement-plan advice through a nationwide network of advisors and proprietary investment research. The firm provides both discretionary and non-discretionary investment management and maintains institutional relationships supporting a range of sweep products and fiduciary services.

Nicholas Greer is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He previously worked at Legend Equities Corporation for 21 years before joining Lincoln Investment in 2017. In addition to his advisory role, he is involved in life insurance and fixed annuity sales. 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, and retirement plan advice through a nationwide network of independent advisors and uses an in-house Investment Management & Research team to provide discretionary investment services.

Bret Smith is a financial advisor at Capital Analysts with 37 years of industry experience. He holds the CFP® and ChFC® designations and has worked with Lincoln Investment Planning, Inc. and West Coast Financial Group, Inc. throughout his career. Outside of advising, he is a 50% owner of Secure America First, LLC, where he teaches firearms training courses, and he serves on the finance committee and as a deacon at Creekside Church in Lutz, Florida. Capital Analysts serves a broad client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through both discretionary and non-discretionary investment approaches, supported by an in-house investment management team and a proprietary mutual-fund screening process.

Tristan Morgan is a financial advisor at Capital Analysts with five years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Investment and Equitable Advisors. Morgan is also the owner and operator of Tree City Tax Service, LLC, providing federal, state, and local income tax preparation services. 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.

Jay Merrill is a financial advisor with Capital Analysts in Worcester, MA, holding Series 63 and Series 66 licenses and 16 years of industry experience. He has worked with firms including American General Life Insurance Company, Banner Life Insurance, Clifford & Rano Associates, and Lincoln Investment Planning. Merrill is also involved in local community activities, serving as treasurer for the Paxton Little League. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and institutions, providing portfolio management, access to third-party managers, and retirement-plan advice. The firm combines discretionary investment management by its in-house team with non-discretionary advisor-managed solutions, supported by proprietary fund screening and integration with Lincoln Investment.

Annirose Womack is a financial advisor at Capital Analysts with 16 years of industry experience. She holds the CFP® and Series 63 designations and has worked at firms including Lincoln Investment and Horace Mann Investors. Womack is also the owner of Womack Enterprises LLC, an entity used for accounting and tax purposes. 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, custom and model portfolios, third-party manager access, and retirement-plan advice through a network of independent advisors and in-house investment teams.

Michael Kramer is a financial advisor with Capital Analysts and holds a Series 63 designation. He has 24 years of industry experience, including previous roles at Lincoln Investment and Legend Advisory Corporation. Outside of advising, he serves as president of the Lakeshore Rochester Kiwanis Club and owns MGK Tax Advisors, a tax preparation business. Capital Analysts provides portfolio management and retirement-plan advice to retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary investment management through an in-house team and third-party managers, supported by proprietary mutual-fund screening and a network of independent advisors nationwide.

Mark Inserra is a CFA® charterholder with 24 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2002 and joined Capital Analysts in 2024. Outside of his advisory role, he serves as Secretary/Treasurer for a homeowners' association, managing dues and maintenance for a small private court. 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 in-house investment teams.

Edward Forst Jr. is a CFP® with 46 years of industry experience, currently affiliated with Capital Analysts in Fort Washington, PA. He has been associated with Lincoln Investment Planning, Inc. since 1980 and with Linsure, Inc. since 1986. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, and charitable organizations, providing portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm combines discretionary and non-discretionary investment management, utilizing a proprietary mutual fund screening process and supporting fiduciary responsibilities for retirement and tax-advantaged accounts.

Edward Zakarewicz Jr. is a financial advisor with Capital Analysts, holding a Series 63 designation and 27 years of industry experience. He has worked at Lincoln Investment Planning for the past 17 years. 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, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Keith Maeder is a financial advisor at Capital Analysts with 15 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Equity Services, Inc., National Life Group, and Osaic FA, Inc. In addition to advisory work, Maeder is active as an insurance agent and broker, specializing in health insurance, fixed annuities, disability insurance, long-term care, and life insurance. Capital Analysts serves a diverse client base ranging from individual investors to institutional entities such as trusts, foundations, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice through a combination of discretionary and non-discretionary investment solutions supported by an in-house research team.