James Gaydosh is a CFP® professional with 39 years of industry experience. He has been with Capital Analysts since 1992 and has held roles at Lincoln Investment since 2012. In addition to his advisory work, he serves as Vice Chair of the nonprofit youth organization Beat the Streets Cleveland. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of advisors and offers both discretionary and non-discretionary investment management supported by an in-house research team.

Tyler Curlee is a financial advisor at Capital Analysts with 19 years of industry experience. He holds Series 63 and Series 65 registrations and has been associated with Lincoln Investment Planning, Inc. since 2006. Outside of advisory work, Curlee is involved in several business ventures including real estate development, insurance marketing, and home building. 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 combination of in-house investment management and third-party managers, supported by a proprietary mutual fund screening process.

Brian Hamlin is a financial advisor with Capital Analysts based in Southfield, MI, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. He has worked at Lincoln Investment Planning since 2014. Outside of his advisory role, he is involved in insurance and fixed annuity sales through his ownership of Briham Development and as an insurance agent with Consolidated Financial Corp. 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 combination of discretionary in-house management and third-party advisors, supported by proprietary mutual-fund screening and a nationwide network of independent representatives.

Michael Renner is a financial advisor at Capital Analysts with 32 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses and has been with Lincoln Investment since 2010. Renner also operates insurance-related businesses focused on fixed annuities and Medicare supplements. Capital Analysts serves a broad 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 an in-house investment management team using a proprietary mutual-fund screening process.

Thomas Mccarthy is a financial advisor at Capital Analysts with 39 years of industry experience. He holds the ChFC® designation and Series 63 license. He has worked at Lincoln Investment since 2012 and has been with Capital Analysts, Incorporated since 1986. Outside of his advisory role, he serves as Chair of the Board of Directors and Chair of the Quality, Service, Value Committee at South Shore Health, a community health system. 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, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Rylan Marx is a financial advisor at Capital Analysts with 21 years of industry experience. He holds Series 63 and Series 66 credentials and has been associated with Lincoln Investment Planning, Inc. since 2005. Outside of his advisory role, he is a partner at ATI Financial Position, where he reviews and provides input on basic tax returns. 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 teams.

Thomas Faulkner is a financial advisor at Capital Analysts with 25 years of industry experience. He holds the Series 66 designation and has worked with The Rawls Group and Lincoln Investment in various capacities since 2002. Faulkner serves on the board of the International Succession Planning Association and works as a business succession planner with The Rawls Group. Capital Analysts provides portfolio management and retirement-plan advice to individual and institutional clients nationwide through a network of independent advisors and firm-managed programs. The firm employs both discretionary and non-discretionary investment management approaches, supported by an in-house research team and proprietary mutual fund screening.

Akhtar Sattar is a financial advisor at Capital Analysts with 35 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Lincoln Investment since 2016 and The Gabor Agency, Inc. since 2001. Capital Analysts serves both retail and institutional clients, offering 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. The firm provides both discretionary and non-discretionary investment management, supported by an in-house research team that uses a proprietary fund screening process.

Matthew Painter is a financial advisor at Capital Analysts with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated 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 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 in-house investment management.

Dov Litov is a financial advisor with Capital Analysts, holding a Series 66 designation and 22 years of industry experience. His prior work includes tenures at Lincoln Investment, Northbridge Financial Group, LPL Financial, Ameriprise Financial Services, and Merrill. Outside of his advisory role, he serves as a grassroots soccer referee for youth games in Florida. Capital Analysts provides portfolio management and retirement-plan advice to a diverse client base including individuals, high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers both discretionary and non-discretionary investment management supported by a proprietary mutual-fund screening process and maintains institutional relationships to support its investment products and services.

Peter Rodick is a financial advisor at Capital Analysts with five years of industry experience. He holds a Series 66 designation and has worked at Capital Analysts and Lincoln Investment since 2021. Rodick also assists clients and supports marketing and paperwork processing through Bergin Agency LLC. Capital Analysts serves retail and institutional clients such as high-net-worth investors, trusts, foundations, and businesses. 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 advisor representatives and firm-managed programs.

Joseph Caterina Jr. is a CFP®-certified financial advisor with 27 years of industry experience. He is currently affiliated with Capital Analysts and has worked with Lincoln Investment Planning, Inc. since 2007. He also services a book of fixed annuity policies related to 403(b) contributions. Capital Analysts serves both retail and institutional clients, including high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and offers both discretionary and non-discretionary investment management utilizing proprietary mutual-fund screening and third-party managers.

Douglas Nelson is a CFP®-certified financial advisor with 26 years of industry experience, currently with Capital Analysts. He previously worked for Lincoln Investment Planning for 15 years and Valic Financial Advisors for 8 years. In addition to his advisory work, Nelson serves as a lecturer at the University of Nebraska–Lincoln, teaching courses on retirement planning, employee benefits, and professional practices. He also provides on-demand financial counseling to reserve component servicemembers and coaches high school boys varsity basketball. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management, advisor-managed models, third-party manager access, and retirement-plan advice. The firm employs both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team using proprietary fund screening, with a network of independent advisors and institutional partnerships.

Thomas Dugan is a financial advisor with Capital Analysts and holds a Series 63 designation. He has 25 years of industry experience, including roles at Lincoln Investment, 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, advisor-managed custom and model portfolios, third-party manager access, and retirement-plan advice through a network of independent advisors and firm-managed programs.

Rachel Riedy is a financial advisor at Capital Analysts with seven years of industry experience. She has worked at Lincoln Investment Planning, LLC since 2019 and previously was with The Tardosky Agency from 2015 to 2019. Riedy holds a Series 66 designation. 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, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Olivia Lyons is a financial advisor at Capital Analysts with four years of industry experience. She holds a Series 66 credential and has previously worked at Lincoln Investment, Equitable Advisors, and Ronald Hicks and Associates. Outside of her advisory role, she serves as an executive assistant in the financial services sector. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, and institutions, providing portfolio management and retirement-plan advice through a nationwide network of advisors. The firm employs both discretionary and non-discretionary investment approaches, utilizing an in-house Investment Management & Research team and third-party managers.

Frank Preziuso is a CFP® professional with 21 years of industry experience currently affiliated with Capital Analysts. His prior roles include positions at Valic Financial Advisors and Agia. He serves as a volunteer board member for Akron Children's Roundtable. Capital Analysts provides investment management and retirement-plan advice to a diverse client base, including individuals, trusts, foundations, and institutions. The firm offers both discretionary and non-discretionary portfolio management through an in-house team and independent advisors, utilizing a proprietary mutual fund screening process called CAPSL.

Andy Sukhai is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and possessing 18 years of industry experience. He has worked with Banks Jackson & Middleton and Lincoln Investment since 2017 and was previously with VOYA Financial Advisors and Voya Financial from 2014 to 2017. 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, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm combines discretionary investment management by its in-house team with non-discretionary services via advisors and third-party managers, utilizing a proprietary mutual-fund screening process called CAPSL.

Christopher Lukas is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Capital Analysts. His prior experience includes roles at Lincoln Investment, Mariner Wealth Advisors, and Cincinnati Analysts, among others. Outside of his advisory work, he holds roles in nonprofit organizations, including serving as Treasurer for Manasquan Cares, Inc. and participating on the Caddie Scholarship committee at Spring Lake Golf Club. Capital Analysts serves both retail and institutional clients, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice. The firm combines discretionary investment management through an in-house Investment Management & Research team with non-discretionary services delivered via advisors and third-party managers.

Eric Giosa is a financial advisor with Capital Analysts, holding a Series 66 designation and 11 years of industry experience. He has worked at Consolidated Financial and Lincoln Investment Planning LLC since 2016, and previously at Transamerica Financial Advisors. Outside of advisory work, Giosa serves as an ice hockey coach at Detroit Catholic Central High School. 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 utilizes a proprietary mutual fund screening process to build model portfolios.