Sabrina Hartley is a financial advisor with Capital Analysts in Tallahassee, FL, holding a Series 66 designation and 10 years of industry experience. She has been with Capital Analysts and Lincoln Investment since 2017. Outside of her advisory work, she serves as an elected board member of the Tallahassee League of Women Voters. Capital Analysts serves retail and institutional clients, 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 firm-managed programs.

Mary Beseke is a CFP® with over 33 years of experience in the financial services industry. She is affiliated with Capital Analysts and holds roles with multiple firms, including Bryan Ventures, Lincoln Investment, Aag Securities, and United Brokerage Services, where she serves as Vice President of Marketing. In that capacity, she works with insurance companies on annuity and life sales as well as recruiting and marketing support. Capital Analysts serves retail and institutional clients such as 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 delivered through a nationwide network of independent advisors and in-house investment management.

Ronald Nathan is a financial advisor with Capital Analysts in Amherst, MA, holding ChFC® and Series 63 credentials and bringing 57 years of industry experience. He has been associated with Capital Analysts, Incorporated, Columbus Life Insurance Company, and Lincoln Investment since 1995, 1995, and 2012 respectively. Nathan is also involved with The Nathan Agencies/Amherst Financial Services, where he conducts insurance and financial planning activities. Capital Analysts serves a diverse client base including individuals, 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 employs a proprietary mutual-fund screening process used by its in-house Investment Management & Research team.

Kristen Hrncir is a CFP® professional with over 20 years of experience in financial advisory roles. She is currently with Capital Analysts and Lincoln Investment, having previously worked at Agia, Valic Financial Advisors, and Wells Fargo Clearing. Hrncir is a managing member of KLH Financial LLC and a partner at Red River Wealth Advisors, as well as an insurance agent. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, and businesses. 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 advisor-managed strategies.

J Kenneth Mcinerney Jr. is a financial advisor with Capital Analysts in Syracuse, NY, holding a Series 63 designation and bringing 35 years of industry experience. His prior roles include positions at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory work, he owns a tax preparation service specializing in personal income taxes and serves as treasurer and board member of the New York State Certified Swimming Officials Association. Capital Analysts serves retail and institutional clients such as high-net-worth individuals, 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. The firm’s in-house Investment Management & Research team employs a proprietary mutual-fund screening process to build diversified portfolios and provides both discretionary and non-discretionary investment management.

Sarah Smart is a CFP® and Series 66-registered advisor with Capital Analysts, bringing three years of industry experience. Prior to joining Capital Analysts and Lincoln Investment in 2023, she worked at Reno's Auto Parts for 17 years and Hillsboro City Schools for one year. Outside of financial advising, she owns a business focused on tax preparation and accounting. 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, supported by an in-house Investment Management & Research team that uses a proprietary mutual-fund screening process.

Edward O'Donoghue III is a financial advisor at Capital Analysts with 22 years of industry experience. He holds a Series 66 designation and has been with Lincoln Investment Planning, Inc. since 2012. His prior experience includes roles at Commonwealth Financial Network, Bofa Advisors, LLC, and Columbia Management Advisors, Inc. 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 using a proprietary mutual-fund screening process.

Mitchell Chatfield is a financial advisor at Capital Analysts with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Horace Mann Companies and Lincoln Investment. Outside of his advisory role, Chatfield serves as president of the Covina-South Hills Kiwanis Club, a community service organization that raises funds for local scholarships and other initiatives. Capital Analysts serves a diverse client base, including individual investors, high-net-worth clients, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a combination of in-house investment management and third-party managers, operating nationwide via a network of independent advisors and firm-managed programs.

James Miller is a CFP® professional at Capital Analysts with 36 years of industry experience. He has held roles at Lincoln Investment since 2017 and previously worked at Legend Advisory Corporation and Legend Equities Corporation from 2004. He also receives insurance commissions from prior business activities. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and foundations, offering portfolio management, customized model portfolios, and retirement-plan advice through a network of independent advisors and firm-managed programs. The firm employs both discretionary in-house management and non-discretionary third-party oversight, utilizing a proprietary mutual fund screening process to construct portfolios.

Vandolf Parish is a financial advisor with Capital Analysts, holding Series 63 and Series 66 licenses and 13 years of industry experience. His career includes roles at Lincoln Investment, Merrill, and The Prudential Insurance Company of America. Prior to his financial services career, he worked in public service with the New York State Assembly and for Congressman Mike Honda. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, customized and model portfolios, and retirement-plan advice. The firm combines discretionary investment management by an in-house research team with non-discretionary services from advisors and third-party managers, supported by relationships with Lincoln Investment and Pershing/BNY.

Rachelle Nelko is a financial advisor with Capital Analysts based in Minneapolis, MN. She holds Series 63 and Series 65 licenses and has 31 years of industry experience. Nelko has worked with Lincoln Investment since 2010 and has longstanding roles at Aag Securities, Inc. and United Brokerage Services, Inc., where she serves as president and manages insurance services including life, annuities, and Medicare plans. Capital Analysts serves a diverse client base, including retail, high-net-worth, institutional investors, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and an in-house investment team utilizing a proprietary mutual fund screening process.

Daniel Peretti Jr. is a financial advisor at Capital Analysts with eight years of industry experience. He holds a Series 66 designation and has worked with Allen & Associates and Lincoln Investment since 2017, following three years at CRF Advisors, Inc. He serves as a member of the board of commissioners for the Vineland Housing Authority. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice. The firm combines discretionary investment management by an in-house team with non-discretionary advisor and third-party solutions through a nationwide network.

Patrick Furnari is a financial advisor with Capital Analysts, holding a Series 63 designation and over 30 years of industry experience. He has been with Capital Analysts since 2002 and also maintains roles at Lincoln Investment, Tactical Solutions, and KAF Financial. Outside of advising, he provides business consulting services through Tactical Solutions, focusing on operations and debt refinancing. 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, third-party manager access, and retirement-plan advice, delivering investment management through both discretionary and non-discretionary methods supported by an in-house research team.

Matthew Graham is a financial advisor with Capital Analysts and holds a Series 66 designation. He has nine years of industry experience, including roles at West Coast Financial and Lincoln Investment since 2017. Outside of advising, he serves as a deacon and treasurer at Creekside Church and is involved in insurance services, helping clients evaluate insurance-related products such as annuities and life 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 advisors and in-house discretionary management.

Emily Mc Guire is a financial advisor at Capital Analysts with three years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Lincoln Investment, Northwestern Mutual, and The Vanguard Group. Mc Guire’s earlier roles include positions outside the financial sector during her time with Dairy Cottage and Azie Media. 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 nationwide network of independent advisors and in-house investment management.

Glenn Allan is a financial advisor with Capital Analysts, holding the ChFC® and Series 63 designations, and has 33 years of industry experience. He has worked with Lincoln Investment since 2012 and has been associated with Capital Analysts since 1995. Outside of advising, he is an at-large board member of the Amherst Golf Club. Capital Analysts serves a diverse client base including retail and institutional investors, providing portfolio management, custom and model portfolios, and retirement-plan advice. The firm employs a proprietary mutual-fund screening process and supports both discretionary and non-discretionary investment management through a nationwide network of independent advisors and in-house teams.

Phillip Sheffield is a financial advisor with Capital Analysts in Jackson, TN, holding Series 63 and Series 65 licenses and 10 years of industry experience. His prior experience includes roles at Horace Mann Companies and Lincoln Investment. Outside of advising, he is the president and owner of Hub City Event Company, which offers inflatable rentals. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, and institutional clients, providing portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Daniel Laya is a financial advisor with Capital Analysts, holding Series 63 and Series 65 designations and bringing 26 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2006. Outside of finance, Laya is a member of CORNER SPORTS LLC, a ski and snowboard rental, tuning, and delivery 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, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Anthony Becker is a CFP® designated advisor with 34 years of industry experience, currently affiliated with Capital Analysts. He has been with Lincoln Investment since 2010. Outside of his advisory role, Becker operates an income tax preparation business and is involved in fixed insurance sales, including annuities, life, disability, and health insurance. 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 independent advisors and in-house investment management. The firm combines discretionary and non-discretionary strategies and employs a proprietary mutual fund screening process to construct model portfolios.

Alejandro Nevarez is a financial advisor at Capital Analysts with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2017 and Legend Equities Corporation from 2005 to 2017. Additionally, he has experience as a sales agent for Blue Cross Blue Shield in health 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 in-house management.