James Eismon is a CFP®-certified financial advisor with 27 years of industry experience. He currently works at Capital Analysts and Lincoln Investment, having previously spent 25 years at Valic Financial Advisors. Eismon serves as a board trustee and finance committee member at the University of Mount Union. Capital Analysts serves both retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of advisors and an in-house investment management team that uses a proprietary mutual-fund screening process.

Vincent Fasso is a financial advisor with Capital Analysts and holds a Series 63 designation. He has 29 years of industry experience, including roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his financial career, he works as a bartender at Genesee River Restaurant. Capital Analysts serves a mix of retail and institutional clients, providing portfolio management and retirement-plan advice through a nationwide network of advisors. The firm combines in-house discretionary management using a proprietary mutual fund screening process with non-discretionary services offered by advisors and third-party managers.

Francis Bermudez is a financial advisor at Capital Analysts with two years of industry experience. He holds a Series 66 designation and has a background that includes concurrent roles at Lincoln Investment since 2023 and longstanding experience in education and community activities, including teaching music in the Palm Beach County School District and managing lifeguards at Rapids Water Park. Bermudez also operates as a music teacher and performer. Capital Analysts serves a diverse client base of 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 offers both discretionary and non-discretionary investment management through its in-house team, advisors, and third-party managers.

Matthew Bird is a financial advisor with Capital Analysts in Syracuse, NY, holding Series 63 and Series 65 licenses. He has four years of industry experience, including prior roles at Lincoln Investment and several years in the automotive sales sector. His related business activities include assisting in day-to-day financial services operations. Capital Analysts serves retail and institutional clients, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of advisors. The firm combines discretionary investment management by an internal team using a proprietary fund screening process with non-discretionary services provided through advisors and third-party managers.

Alexandria Becker is a financial advisor with Capital Analysts and holds a Series 66 designation. She has 11 years of industry experience and has worked at Lincoln Investment and Danone North America. Additionally, she is a certified public accountant involved in tax preparation and insurance through A.T. Becker & Associates, Inc. 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.

Mark Ronsini is a financial advisor with Capital Analysts in Kennesaw, GA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Lincoln Investment since 2013 and previously worked at Lucia Capital Group and Raymond J. Lucia Companies. Outside of advisory work, Ronsini is involved as an investor in horse breeding and horse racing partnerships and operates an entity for racing, breeding, and selling thoroughbred racehorses. 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 and research team.

Thomas Riley is a financial advisor with Capital Analysts in Schaumburg, IL, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Lincoln Investment Planning, Legend Advisory, LLC, and Benchmark Capital Group Ltd. 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, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Thomas Price is a financial advisor at Capital Analysts with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment Planning since 1986 before joining Capital Analysts in 2023. Outside of his advisory work, he is the managing director of CollegeBound Solutions, LLC, where he assists students and parents with college selection, affordability, and FAFSA preparation. Capital Analysts serves retail and institutional clients, including individuals, trusts, foundations, and charitable organizations, offering portfolio management and retirement-plan advice through a nationwide network of independent advisors and in-house investment management. The firm employs a proprietary mutual-fund screening process and provides both discretionary and non-discretionary investment services.

Sara McGrath is a financial advisor at Capital Analysts with 22 years of industry experience. She holds the Series 66 designation and has worked at Lincoln Investment Planning, Inc. since 2012 and Legend Advisory, LLC from 2005 to 2012. Outside of her advisory role, she serves as the Girls Coordinator for Grafton Youth Lacrosse and is president of McGrath & Merrill Associates, Inc. Capital Analysts provides portfolio management and retirement-plan advisory services to a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers both discretionary and non-discretionary investment management through an in-house team and third-party managers, supported by a proprietary mutual-fund screening process called CAPSL.

Richard Suro is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and over 45 years of industry experience. He has worked at Lincoln Investment since 2017 and previously at Questar Asset Management and Questar Capital Corporation. He is also president of Richard T Suro Associates, Inc., a company involved in financial services, and acts as a referral source for real estate transactions in New Jersey. Capital Analysts serves a diverse client base including retail, high-net-worth, institutional, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice, delivering investment management through both discretionary in-house teams and third-party managers.

Ryan Papp is a financial advisor with Capital Analysts, holding Series 63 and 65 licenses and eight years of industry experience. He has worked at firms including Lincoln Investment, Cambridge Investment Research, and Northwestern Mutual. Outside of his advisory role, he assists with tax preparation as an independent contractor at ATI Financial Services. Capital Analysts serves a diverse client base, including individuals, 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. The firm combines discretionary investment management through its in-house team with non-discretionary services via advisors and external managers.

Jonathan Wilt is a CFP® with 41 years of experience in the financial industry, currently serving at Capital Analysts. He has been affiliated with Lincoln Investment Planning, Inc. since 1985. Outside of his advisory work, Wilt is president of the board of directors for the Hiway Theater, a nonprofit organization, where he oversees operations and strategic planning. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and retirement plans. The firm offers portfolio management and advisory services through a combination of in-house discretionary management and third-party advisors, supported by proprietary mutual fund screening and tax-aware portfolio options.

David Constantino is a financial advisor at Capital Analysts with 11 years of industry experience. He holds the Series 66 designation and has worked at Lincoln Investment since 2017, with prior roles at Legend Advisory Corporation and Legend Equities Corporation. 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, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Christopher Surrichio is a CFA® charterholder with 23 years of experience in the financial industry. He is affiliated with Capital Analysts and has worked at Lincoln Investment since 2012. Surrichio has been associated with Capital Analysts Incorporated since 2002. Capital Analysts serves a diverse range of 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 its internal Investment Management & Research team.

Sebastiano Mancarella is a financial advisor at Capital Analysts with 21 years of industry experience and holds a Series 66 designation. His prior experience includes roles at Lincoln Investment Planning, Santander Securities LLC, Invest Financial Corporation, Citizens Securities, Inc., and Merrill. He has been with Lincoln Investment Planning since 2014. 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 internal investment management resources.

Robert Miller is a ChFC® credentialed financial advisor with 42 years of industry experience. He has worked at Capital Analysts since 2001 and has been affiliated with Lincoln Investment since 2012. Miller serves as president and owner of Charlap & Miller, Inc., an insurance consulting and sales firm. His community involvement includes roles with the Jewish Federation of Greater Philadelphia, Congregation Beth Or’s Endowment Committee, and as co-chair of the advisory committee for Boys Town Jerusalem’s Mid-Atlantic region. 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. Investment management is provided both discretionarily by an in-house team using a proprietary mutual-fund screening process and non-discretionarily via advisors and third parties.

Alan Puklin is a financial advisor with Capital Analysts holding Series 63 and Series 66 licenses and has 22 years of industry experience. His prior work includes roles at Ameriprise, Oppenheimer, and Morse Asset Management, as well as consulting engagements. 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.

James McGovern is a Certified Financial Planner® with 41 years of industry experience. He is currently affiliated with Capital Analysts and has worked at Lincoln Investment since 2012, following 14 years at Cincinnati Analysts, Inc. McGovern also owns J. McGovern and Associates, a fixed insurance sales business. Capital Analysts serves retail and institutional clients with portfolio management, custom and model portfolios, and retirement-plan advice, delivering services through a nationwide network of independent advisors and firm-managed programs.

Paul Partridge Jr. is a financial advisor with Capital Analysts, holding a Series 66 designation and nine years of industry experience. His career includes roles at Key Investment Services LLC and PNC Investments, among others. Capital Analysts serves retail and institutional clients, 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 firm-managed programs.

Michael Koerick is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Capital Analysts and Lincoln Investment, where he has worked since 2020. Prior to his advisory career, he was involved with 3Step Sports LLC, working in sports videography and sales. Capital Analysts serves retail and institutional clients, 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 ERISA/403(b) retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.