Lorraine Rocamboli is a financial advisor at Capital Analysts with 43 years of industry experience. She holds Series 63 and Series 65 licenses. Her career includes positions at Lincoln Investment since 2017, Legend Advisory Corporation from 2011 to 2019, and Legend Equities Corporation from 1983 to 2017. 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, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment teams.

Minka Muka is a financial advisor with Capital Analysts in Sarasota, FL, holding Series 65 and Series 63 licenses and seven years of industry experience. She previously worked at Western & Southern Life and Peoples Bank, among other firms. Outside of her advisory role, Muka is a licensed realtor assisting buyers and sellers in the residential real estate market. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and retirement plans. The firm offers a range of portfolio management services supported by an in-house investment management team and access to third-party managers, delivering solutions both on a discretionary and non-discretionary basis.

Ellyn Schaefer is a financial advisor at Capital Analysts with 11 years of industry experience and holds a Series 66 designation. She has previously worked at Lincoln Investment for nine years and at Legend Advisory Corporation and Legend Equities Corporation. In addition to her advisory role, she is a CPA and serves as an accountant for the nonprofit Baden Street Settlement of Rochester. Capital Analysts serves a variety of clients including individuals, high-net-worth investors, trusts, foundations, 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 teams.

Eden Lantzman is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and six years of industry experience. Prior to joining Capital Analysts, Eden worked at Lincoln Investment and Cetera. Outside of advising, Eden serves on the board of Miracle on Main Zelienople, a nonprofit organizing an annual charity event that provides coats and food to those in need. Capital Analysts serves a diverse client base 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 retirement-plan advice through a network of independent advisors and in-house investment management.

David Kirk is a financial advisor with Capital Analysts in Tallahassee, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Lincoln Investment and Mass Mutual Investors Services. Outside of his advisory work, he maintains an active real estate license, focusing on referrals. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, and businesses, providing portfolio management and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Todd Stout is a financial advisor with Capital Analysts in Independence, OH, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He previously worked at Legend Equities Corporation for 14 years before joining Lincoln Investment in 2017. Outside of his advisory role, he is a sales associate for Health Karma, a company offering health care benefits to groups. Capital Analysts serves a range of retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm provides portfolio management, customized and model portfolios, and retirement-plan advice through both discretionary in-house management and non-discretionary third-party managers.

Bradford Smith is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and having 18 years of industry experience. He has been with Lincoln Investment Planning since 2007. Outside of his advisory role, he is a partner in a local business office and serves as an agent submitting new applications and servicing contracts for disability insurance with the town of Westport. 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 in-house investment management.

Colin Mc Guire is a financial advisor at Capital Analysts with six years of industry experience. He holds the Series 66 designation and has worked at firms including JPMorgan Chase & Co. and Lincoln Investment. Outside of advisory roles, Mc Guire has experience with Azie Media and event management through Star One Events. Capital Analysts serves a range of 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 by an in-house team with non-discretionary services through advisors and third-party managers.

James De Sanctis is a financial advisor with Capital Analysts in Tallahassee, FL, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Lincoln Investment, Empower Financial Services, Merrill, Bank of America, Charles Schwab, and Black Diamond. 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, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Joseph Nelson is a financial advisor with Capital Analysts in Jonesboro, AR, holding Series 63 and Series 65 credentials and 39 years of industry experience. His career includes prior roles at Lincoln Investment, Ameriprise, and running his own firm, Nelson Financial Solutions. He serves on the board of directors for the St. John Newman Center at Arkansas State University and is a managing partner of a tire recycling business. Capital Analysts provides portfolio management and retirement-plan advice to a diverse client base including high-net-worth individuals, institutions, and charitable organizations. The firm combines discretionary investment management by its in-house team with non-discretionary guidance from advisors and third-party managers, supported by proprietary mutual-fund screening tools and institutional relationships.