Richard Gaglianese is a financial advisor at Capital Analysts with Series 63 and Series 65 credentials and 34 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1992 and has been self-employed since 1989. Outside of his advisory work, he serves as board president for the Abington Police Athletic League and the Abington Township Police Foundation, organizations focused on community safety and support. Capital Analysts serves a diverse client base, including individual, high-net-worth, institutional, and charitable organizations, offering portfolio management, customized and model portfolios, and retirement-plan advice. The firm delivers investment management through both discretionary and non-discretionary approaches supported by an in-house Investment Management & Research team and a proprietary mutual fund screening process.

Jesse Smith is a financial advisor with Capital Analysts, holding a Series 66 designation and 12 years of industry experience. He has worked at Lincoln Investment Planning and West Coast Financial since 2013. Outside of advising, Smith is COO of West Coast Financial Group and EQUISTAR Capital Group, LLC, where he manages business administration and real estate-related operations respectively. Capital Analysts serves a diverse client base, including individual investors, high-net-worth clients, trusts, foundations, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement plan advice through a nationwide network of advisors, delivering investment management both discretionarily via an internal team and non-discretionarily via advisors and third-party managers.

Richard Schultz is a financial advisor at Capital Analysts with 29 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Capital Analysts Incorporated since 2003 and Lincoln Investment since 2012. 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 combination of discretionary in-house management and non-discretionary advisor-managed accounts.

Benjamin Fair is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2008. 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, 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.

Kenneth Bonus is a financial advisor with Capital Analysts, holding a Series 66 license and bringing eight years of industry experience. He has worked with Lincoln Investment since 2019 and previously with HD Vest Investment Services. Outside of advising, he is a Certified Public Accountant and owner of Bonus Accounting LLC, and he serves on multiple nonprofit boards including the Butler County Chamber of Commerce and the United Way of Southwestern PA. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and advisory services through a nationwide network of independent advisors and firm-managed programs, utilizing both discretionary and non-discretionary investment management approaches.

Cynthia Miller is a CFP® with 14 years of experience in financial advising. She is currently with Capital Analysts and has also worked with Lincoln Investment Planning since 2011. Early in her career, she was briefly a captive agent for Genworth Financial, involved in long-term care insurance sales. 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 through a nationwide network of independent advisors and its in-house Investment Management & Research team, which employs a proprietary mutual-fund screening process.

Darhyl Pulley II is a financial advisor with Capital Analysts in Albemarle, NC, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 2007 and previously with MSI Financial Services, Inc. from 2005 to 2007. Outside his advisory role, he is president of Monarch Coffee, Inc., a prospective coffee shop venture. Capital Analysts serves both retail and institutional clients, including high-net-worth individuals, trusts, foundations, and businesses. The firm offers portfolio management and retirement-plan advice through a network of independent advisors and a proprietary mutual-fund screening process, combining discretionary and non-discretionary investment approaches.

Christopher Connolly is a financial advisor with Capital Analysts in Braintree, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been affiliated with Capital Analysts since 1999 and has worked with Lincoln Investment since 2012. Outside of advising, Connolly owns CloudSynergies, a software business focused on business development. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations, offering portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice. The firm combines discretionary investment management by its in-house team with non-discretionary services delivered through advisors and third-party managers, utilizing a proprietary mutual-fund screening process.

Michelle Tomei is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include positions at Lincoln Investment, Legend Advisory Corporation, Legend Equities Corporation, and OSAIC. Outside of her advisory work, she serves as Chair and Board Member of the South Lyon Educational Foundation, participating in event planning and sponsorship outreach. Capital Analysts serves a diverse client base including individual 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 internal investment teams.

Angela Casasanto is a Series 66-licensed financial advisor at Capital Analysts with 20 years of industry experience. Her prior roles include positions at Lincoln Investment, LPL Financial, M&T Bank, and Raymond James Financial Services. Outside of her advisory work, she serves as Co-Chair of the Charlton Cultural Council and leads the Massachusetts CSA Leaders Network, a professional group for Certified Senior Advisors. 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, access to third-party managers, and retirement-plan advice through a nationwide network, with investment management provided both by an in-house team and outside advisors.

Ronald Fossell is a financial advisor at Capital Analysts with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Investment and Great American Advisors, Inc. alongside his advisory role. Fossell serves as treasurer on the board of Hallock Farmers Mutual Fire Insurance and owns 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 utilizes an in-house investment management team with a proprietary mutual fund screening process and maintains institutional relationships that support a range of cash sweep and advisory services.

Justin Muro is a financial advisor with Capital Analysts, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2005. Muro also serves as CEO of Muro Wealth Management, a DBA related to his Lincoln 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, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Justin Albrecht is a financial advisor at Capital Analysts with five years of industry experience. He holds the Series 63 and Series 66 designations and has previously worked at Lincoln Investment, Mass Mutual Investors Services, and Mass Mutual Life Insurance Company. Justin also served six years in the Army National Guard. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management through both discretionary and non-discretionary approaches, utilizing an in-house investment research team and third-party managers, and maintains institutional relationships that support a range of retirement and tax-advantaged accounts.

Jake Marty is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Capital Analysts and Lincoln Investment, where he has worked since 2018. His prior roles include positions at Equitable Advisors, AXA Advisors, NCA Financial Planners, and Bob Evans. Marty is also involved in the sales and service of insurance and fixed annuities through Advisors Excel. 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 and in-house investment management.

Luke Lansing is a financial advisor with Capital Analysts in Rochester, NY, holding a Series 66 credential and having 10 years of industry experience. His prior work includes roles at Lincoln Investment and Legend Advisory Corporation. Outside of advisory work, Lansing is involved as a Medicare Sales Agent and owns a disability and paid family leave insurance 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, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

John Webber is a financial advisor with Capital Analysts who holds a Series 63 designation and has 33 years of industry experience. He has been with Capital Analysts since 1993 and concurrently holds positions at Lincoln Investment and Tower Insurance Center, Inc. Webber serves as a board member for the nonprofit Village of Hope and is involved in governance at Oikos Church of Christ. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, 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 investment management.

Ralph Tumolo is a financial advisor with Capital Analysts in Wellington, FL, holding 44 years of industry experience. He previously worked at Lincoln Investment, Legend Equities Corporation, and Osaic FA, Inc. Since 1992, he has also served as President of Teacher's Financial Services, focusing on insurance sales and consulting. Capital Analysts serves retail and institutional clients, including individual and high-net-worth investors, trusts, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisors and firm-managed programs. The firm uses a proprietary mutual-fund screening process and provides both discretionary and non-discretionary investment management.

Kristin Lanzi is a financial advisor at Capital Analysts with 19 years of industry experience and holds a Series 63 designation. She has worked at Lincoln Investment Planning, Inc. since 2011 and joined Capital Analysts in 2024. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice delivered through a nationwide network of independent advisors and firm-managed programs.

Stephen Dalfino is a financial advisor at Capital Analysts with 25 years of industry experience. He holds Series 63 and Series 66 licenses and has worked with West Coast Financial Group and Lincoln Investment Planning since 2006. 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, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and proprietary investment processes.

Daniel Dovan is a financial advisor with Capital Analysts in Rochester, NY, holding a Series 63 designation and 39 years of industry experience. He has worked at Lincoln Investment since 2017 and held previous roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory work, he is the owner and president of DD Wealth Management, a Medicare sales and holding company. 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 and retirement-plan advisory services through a nationwide network of independent advisors, using both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.