Robert Mezzio is a financial advisor at Capital Analysts with 25 years of industry experience. He holds a Series 63 designation and has previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of investment advising, he assists Medicare-eligible clients in selecting Medicare Advantage plans through independent contracting and his own firm, RJM Wealth Management Inc. Capital Analysts serves 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 via advisors and third-party managers, utilizing a proprietary mutual-fund screening process.

Richard Campo Jr. is a financial advisor with Capital Analysts in Garden City, NY, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Lincoln Investment since 2010 and previously worked at MM Ascend Life Investor Services, LLC. Outside of advising, he maintains a legal practice and holds officer and member positions in several unrelated business entities. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers both discretionary and non-discretionary investment management, utilizing an in-house Investment Management & Research team and proprietary tools alongside access to third-party managers.

Colleen Callahan is a ChFC® with 38 years of experience in the financial industry. She has worked at Capital Analysts since 1988 and has been with Lincoln Investment for the past 14 years. In addition to her advisory role, she is licensed as an insurance agent and assists clients with their insurance needs. 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 nationwide network of independent advisors and proprietary investment strategies.

Robert Weissbein is a financial advisor with Capital Analysts in Naples, FL, holding a Series 63 designation and over 40 years of industry experience. He is the owner and president of Complete Financial Inc., a firm involved in insurance, business consulting, and tax preparation since 2000. Weissbein also manages Complete Construction Collier LLC, a residential construction business. 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 nationwide network of independent advisors and in-house investment management.

Khai Le is a financial advisor with Capital Analysts, holding a Series 66 credential and 27 years of industry experience. His prior roles include positions at Lincoln Investment, Agia, Valic Financial Advisors, and Ameriprise. Outside of advisory work, he is a co-owner and silent partner in two boba tea shops operated by his spouse. Capital Analysts serves a diverse client base including retail and institutional investors such as trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice through a combination of discretionary in-house investment management and non-discretionary third-party advisory services.

Jennifer Wright is a CFP® professional with 26 years of experience in the financial services industry. She has worked at Capital Analysts and Lincoln Investment since 2020 and previously spent 17 years with Ameriprise Financial Services, Inc. In addition to her advisory role, she is involved with the Plant City Lions Club as Assistant Secretary and manages a marketing consulting firm, Big Sexy Consulting, LLC. 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, third-party manager access, and retirement-plan advice through a nationwide network of advisors and in-house investment management.

Anthony Mazzariello is a financial advisor at Capital Analysts with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Lincoln, Edward Jones, Northern Lights Distributors, W.E. Donoghue & Co., and Oppenheimer Funds Distributor. Mazzariello is also president and founder of Nexus Financial Advisors, LLC, a financial services practice he established for potential future growth. 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 a combination of in-house discretionary management and advisor-managed strategies, leveraging proprietary screening processes and maintaining institutional relationships to support a variety of investment and retirement solutions.

Brian Cranford is a financial advisor at Capital Analysts with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Capital Analysts since 2023. His prior roles include positions at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. 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, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Kent Niebuhr is a financial advisor with Capital Analysts, holding Series 63 and Series 66 designations and 14 years of industry experience. He has worked at Capital Analysts since 2022 and has been affiliated with Lincoln Investment since 2015. Capital Analysts serves a diverse range of clients, including individual and 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, combining discretionary investment management with proprietary mutual fund screening and tax-aware strategies.

Aaron Alonzo is a financial advisor with Capital Analysts in Tucson, AZ, holding Series 63, Series 65, and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Legend Equities Corporation for 19 years before joining Lincoln Investment in 2017. Outside of his advisory role, Alonzo is the owner of Alonzo Financial Services, Inc., which provides bookkeeping and payroll services. Capital Analysts serves a range of 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 in-house investment management using a proprietary mutual-fund screening process.

Theodore Cohn is a financial advisor with Capital Analysts, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 47 years of industry experience, with a tenure at Capital Analysts beginning in 2001 and prior experience at Lincoln Investment since 2012. In addition to his advisory role, he is involved in insurance and group benefit sales through his ownership of SUN Benefits, focusing on fixed insurance products and non-variable life settlements. Capital Analysts serves a diverse client base, including individual, high-net-worth, institutional, and nonprofit investors, providing portfolio management and retirement-plan advice through a combination of discretionary investment management and access to third-party managers. The firm operates nationally with a proprietary fund screening process and maintains institutional relationships to support its range of investment products and services.

Juliane Lee is a CFP® with 42 years of industry experience currently affiliated with Capital Analysts. She has worked at Lincoln Investment since 2010 and previously at MM Ascend Life Investor Services, LLC. Outside of her advisory role, she serves as treasurer for a local condominium association. 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, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors.

Jose Lopez is a financial advisor with Capital Analysts, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 2008 and has been self-employed in financial services since 2004. Outside of advisory work, Lopez operates an online retail business and serves as president of a company specializing in fixed annuities and life insurance. 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 through discretionary and non-discretionary strategies, leveraging proprietary mutual fund screening and offering retirement-plan advice across a nationwide network of independent advisors.

Michael Wallace is a financial advisor with Capital Analysts in Tempe, AZ, holding a Series 66 designation and four years of industry experience. He previously worked at Lincoln Investment and spent two decades with the City of Tempe. Outside of his advisory role, Wallace is a firearms instructor providing training for police and civilians. Capital Analysts serves 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 a proprietary investment research team.

Douglas Nixon is a financial advisor at Capital Analysts with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with Lincoln Investment Planning, Inc. since 2010. In addition to his advisory role, he also serves as an insurance agent and is president of Nixon Financial Advisors, Inc., a flow-through entity for tax and accounting purposes. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, retirement-plan advice, and access to third-party managers through a combination of discretionary and non-discretionary investment approaches.

Jeremy Hill is a financial advisor with Capital Analysts in Tallahassee, FL, holding a Series 66 designation and four years of industry experience. He has worked at multiple firms including Lincoln Investment, Cetera Advisor Networks, and Capital Financial Strategies. Prior to his advisory career, he was employed at ALDI, Inc. and Westminster College. 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, customized and model portfolios, third-party manager access, and retirement-plan advice, utilizing both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.

Michael Marshall Sr. is a financial advisor with Capital Analysts who holds Series 63 and Series 66 licenses and has 34 years of industry experience. He has worked at Lincoln Investment since 2012 and has been with Capital Analysts Incorporated since 1999. Outside of his advisory roles, he serves as president of the Clifford H Marshall Foundation, a charitable organization focused on fundraising for a local elementary school, and is a part owner of a bar and grill. 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 network of independent advisors and its in-house investment management team.

Thomas Watkins Jr. is a financial advisor at Capital Analysts with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Lincoln Investment Planning, Inc. since 1982. In addition to his advisory role, he serves on the Board of Trustees and the 403b Investment and audit committees at Springside Chestnut Hill Academy and is a member of the John McKee Scholarship Committee. 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 advisors and an in-house investment management team that uses a proprietary mutual fund screening process.

Ronald Posnack is a CFP®-credentialed financial advisor with 42 years of industry experience. He is currently with Capital Analysts and has prior experience at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. In addition to his advisory work, he operates a personal income tax preparation practice and is the owner and director of a local soccer league, Smithtown Kickers Old Persons Soccer LLC. 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 through both discretionary and non-discretionary approaches, utilizing proprietary fund screening and providing access to third-party managers and retirement-plan advice.

Jeffrey Kney is a CFP® with 24 years of industry experience. He is currently with Capital Analysts and has previously worked 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 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.