Brianna Tavares is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Lincoln Investment Planning since 2019 and previously held roles at Fidelity Investments from 2015 to 2019. Outside of her advisory work, she is a manager and member of Powerhouse Consulting Group, LLC, a company involved in real estate purchasing and rental. Capital Analysts provides portfolio management and retirement-plan advice to a diverse client base, including individual and high-net-worth investors, trusts, and institutional clients. The firm employs both discretionary and non-discretionary investment approaches supported by an in-house research team and proprietary mutual-fund screening.

Justin Kovac is a financial advisor with Capital Analysts and holds a Series 66 designation. He has five years of industry experience, including prior roles at Ernst and Young LLP and ATI Financial LLC, where he is a partner involved in accounting, tax, and payroll services. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management through both discretionary and non-discretionary approaches supported by an in-house investment team and third-party managers.

Kristopher Jackson is a financial advisor at Capital Analysts with a Series 66 credential and two years of industry experience. He has worked with Lincoln Investment and has been involved in financial services and insurance sales. Through Lincoln, he also gives presentations in schools and meets with clients when approved. 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, access to third-party managers, and retirement-plan advice. The firm provides investment management through an in-house team and independent advisors, using proprietary screening processes and maintaining fiduciary standards for retirement and tax-advantaged accounts.

Patrick Bergin is a CFP® professional with 36 years of experience in the financial services industry. He has worked with Lincoln Investment Planning, Inc. and Biehl & Bergin Agency, Inc. since 1990. Bergin also owns and manages an independent office of Lincoln Investment Planning and is involved in health insurance referrals. 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 through discretionary and non-discretionary approaches using proprietary research and third-party managers, supporting clients nationwide via independent advisors and in-house teams.

Richard Tardosky is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held positions at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, he is the owner of Tardosky Agency, LLC, a marketing business. Capital Analysts serves a range of retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a network of independent advisors and an in-house Investment Management & Research team that utilizes a proprietary mutual-fund screening process.

James Newman is a financial advisor at Capital Analysts with 19 years of industry experience. He holds the Series 66 designation and has worked previously at Edward Jones. Outside of his advisory role, he is involved in wholesale pet food distribution through a family business and is a partner at The Cardinal Group of NC, focusing on wealth management and life insurance. 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 network of independent advisors and an in-house investment management team using proprietary screening processes.

Andrew Cooper is a financial advisor with Capital Analysts in Greenville, NC, holding a Series 66 designation and 13 years of industry experience. He has worked at Robinson & Associates and Lincoln Investment since 2014 and previously spent a year at Ameriprise. Outside of advising, he owns Carolina Business Enterprises, a company providing accounting, payroll, and tax preparation services. 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 investment management by its in-house team with non-discretionary services via advisors and third-party managers.

Reginald Grandjean is a financial advisor with Capital Analysts, holding a Series 63 designation and 39 years of industry experience. He has worked at Capital Analysts since 2022 and previously spent time at Lincoln Investment and Legend Advisory Corporation. Outside of his advisory role, he has been a vice president and 40% owner of a payroll services company. 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, delivering investment management through both discretionary and non-discretionary approaches supported by an in-house research team and third-party managers.

Larry Weber is a CFP® professional with 10 years of industry experience. He is currently affiliated with Lincoln Investment Planning and holds a Series 66 designation. Weber operates out of Charlottesville, VA. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, 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.

Noah Fehrenbach is a Series 63 licensed financial advisor with 14 years of industry experience, currently affiliated with Capital Analysts and Lincoln Investment. His prior work includes roles at MML Investors Services, MassMutual, and various Northwestern Mutual entities. Outside of his advisory work, he is a manager and consultant at Breathe Capital Planning LLC, providing business consulting services focused on business planning and financial document analysis. 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, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment teams.

Christina Broyles is a financial advisor at Capital Analysts with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Lincoln Investment throughout her career. Outside of advising, she is involved in education as a consultant and tutor for students with learning differences. 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.

Rian Steinbiss is a financial advisor at Capital Analysts with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Analysts since 2015 and at Lincoln Investment since 2002. 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, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Theresa Krupka is a financial advisor with Capital Analysts and holds Series 63 and Series 65 licenses. She has 18 years of industry experience, including 14 years at Valic Financial Advisors and overlapping roles at Lincoln Investment and Capital Analysts since 2021. Krupka is also the owner of TLK Financial, LLC, which focuses on insurance products such as fixed life and disability coverage. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable clients. The firm offers portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice through a nationwide network of advisors and proprietary investment research.

Meghan Schneible is a Certified Financial Planner (CFP®) with 27 years of industry experience. She is currently affiliated with Capital Analysts and has been with Lincoln Investment Planning, Inc. since 2012. Outside of advisory work, she holds appointments as an independent insurance agent selling fixed life and long-term care insurance. Capital Analysts serves a broad 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, utilizing its proprietary mutual-fund screening process and offering retirement-plan advice across a nationwide network of independent advisors.

Jeffery Farris is a CFP®-certified financial advisor with 29 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2005 and at Peb Financial Group, Inc. since 1996. Farris is based in Sugar Land, TX, and holds the Series 63 license. 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.

Jack Firriolo is a financial professional at Capital Analysts with 10 years of industry experience. He has worked with Lincoln Investment Planning since 2015. Firriolo is also involved with Encompass Wealth & Legacy Planning LLC, where he assists clients with financial planning. 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.

Noah Larson is a financial advisor at Capital Analysts with Series 63 and Series 65 licenses and three years of industry experience. He has previously worked at Lincoln Investment and Lewis & Lewis, P.C. In addition to his advisory role, he works as a Medicare sales representative, assisting Medicare-eligible individuals in selecting suitable plans. 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 mutual fund screening and providing retirement-plan advisory services supported by institutional relationships.

Timothy George is a financial advisor at Capital Analysts with five years of industry experience. He holds the Series 63 designation and has previously worked at Lincoln Investment and Abbott Nutrition. Outside of his advisory role, he serves as a Children's Ministry Leader at Garden City Church, where he leads and teaches the children's ministry team twice a month. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisors and utilizes both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.

Thomas McManus is a CFP® professional with 34 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1991 and concurrently serves in the United States Navy, Naval International. He is a member of Axeon Development, LLC, a real estate development company. 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, access to third-party managers, and ERISA/403(b) retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Gregory Bender is a financial advisor with Capital Analysts, holding a Series 66 designation and 14 years of industry experience. He previously worked at Lincoln Investment Planning and Valley Forge Asset Management. 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 its in-house investment management team.