Denise Lacause is a financial advisor at Capital Analysts with 13 years of industry experience. She holds the Series 66 designation and has worked at Lincoln Investment Planning Inc since 2013, following a brief tenure at Edward Jones in 2012. 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 independent advisors and proprietary investment management strategies.

Jeremy Forbis is a CFP® professional with 25 years of industry experience, currently affiliated with Capital Analysts. His prior work includes eight years at Cincinnati Analysts, Inc., followed by a tenure at Lincoln Investment since 2012. Outside of advising, he serves on the boards of the Make-A-Wish Foundation of the Mid-South and One Million Wells, contributing to charitable activities and nonprofit fundraising efforts. 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, and retirement-plan advice through a network of independent advisors and a dedicated in-house investment management team.

Tyler Mangum is a CFP® professional with 16 years of industry experience. He is currently with Capital Analysts in Lansdale, PA, and has been affiliated with Lincoln Investment Planning, Inc. for over 14 years. Mangum is also a co-founder and partner of MC Capital Management, LLC. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, trusts, and charitable organizations, offering portfolio management and retirement-plan advice through a nationwide network of independent advisors. The firm employs both discretionary and non-discretionary investment management strategies supported by an in-house research team using proprietary fund screening processes.

Jeffrey Hall is a CFP® with 21 years of experience in the financial industry. He has been affiliated with Capital Analysts Incorporated since 2010 and has also worked with Lincoln Investment and Legacy Solutions, LLC. Outside of his advisory work, he serves as vice-president of the Cornerstone Study Group and is a board member for the Downingtown Area Chamber of Commerce. Capital Analysts serves a range of retail and institutional clients, including high-net-worth individuals, trusts, foundations, and businesses. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors, combining discretionary and non-discretionary investment management supported by an in-house Investment Management & Research team.

Gregory Taglienti is a financial advisor at Capital Analysts with 19 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment Planning, Inc. since 2007, following a brief tenure at Ameriprise. Outside of advising, he operates the Law Office of Gregory J. Taglienti, LLC, providing legal services to the public and other legal professionals. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations, offering portfolio management and retirement-plan advice. The firm utilizes both discretionary and non-discretionary investment approaches, supported by an in-house research team and proprietary fund-screening methods.

Albert Gaiardo is a financial advisor with Capital Analysts in Somerset, PA, holding a Series 66 designation and four years of industry experience. He has been with Capital Analysts and Lincoln Investment since 2022. Outside of finance, he has been engaged with the Ligonier Valley School District since 1996. Capital Analysts serves a diverse client base that includes 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 ERISA/403(b) retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Michael Harriett is a financial advisor at Capital Analysts with 10 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked with Lincoln Investment and Lincoln Investment Planning. Outside of his advisory role, Harriett serves as a board member and officer for the Parks & Recreation department in Lambertville, New Jersey. 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, utilizing both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.

Andrew Cross is a financial advisor with Capital Analysts, holding a Series 66 designation and seven years of industry experience. He previously worked at Arendt's Outdoor Services, Inc. for eleven years before joining Lincoln Investment in 2019. Outside of his advisory role, he serves on the Finance Committee of Heritage Baptist Church, assisting with budgeting and giving statements. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides 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.

Matthew Mullin is a CFP® professional with 11 years of industry experience. He is currently with Capital Analysts and has previously worked at Lincoln Investment and Legend Advisory Corporation. In addition to financial advising, Mullin is involved in Medicare and Medicaid insurance sales and prepares tax returns as an enrolled agent during tax season. Capital Analysts serves a broad client base including individuals, high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management and advisory services through both discretionary and non-discretionary approaches, supported by an in-house investment management team that employs a proprietary mutual fund screening process.

Cynthia Kellor is a financial advisor with Capital Analysts and holds a Series 66 designation. She has two years of industry experience and previously worked with Lincoln Investment. Outside of her advisory role, she serves as secretary for the Hidden Oaks Home Owners Association board. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, and institutions, providing portfolio management and retirement-plan advice through a combination of discretionary in-house management and advisor-led portfolios. The firm operates nationwide and integrates closely with Lincoln Investment and other institutional partners.

Dale Breault is a financial advisor with Capital Analysts, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He has worked at Lincoln Investment Planning since 2013. Outside of his advisory role, he serves on the Finance Counsel at Saint John the Evangelist Catholic Church and is a board member of Mission Driven Catholic, a nonprofit focused on empowering Catholic educators. Capital Analysts serves a diverse client base that includes 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.

Mark Countryman is a CFP® professional with 27 years of industry experience. He is affiliated with Capital Analysts and has worked with Lincoln Investment Planning, Inc. since 2005. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm offers portfolio management through advisor-managed portfolios, third-party managers, and ERISA/403(b) retirement-plan advice, supported by an in-house Investment Management & Research team that employs a proprietary mutual fund screening process.

Christian Sulmasy is a financial advisor at Capital Analysts with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment, Love, Jarominski And Raymond LLP, and The Nathan Agencies. Outside of his advisory role, he is the owner, president, and secretary of The Nathan Agencies, an S-Corp involved in insurance and tax-related activities. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides 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.

Jeffrey Kney is a financial advisor with Capital Analysts and holds a Series 63 designation. He has 39 years of industry experience, including roles at Lincoln Investment and Legend Advisory Corporation. Outside of his advisory work, he serves as a volunteer board member for the Orchard Park CSD Academy of Finance, where he advises students interested in business. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management and retirement-plan advice through a network of independent advisors and firm-managed programs. The firm provides both discretionary and non-discretionary investment management using proprietary screening tools and maintains institutional relationships supporting a range of investment options.

Aaron Cheesman is a financial advisor with Capital Analysts in Tallahassee, FL, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Lincoln Investment LLC, Gabor Agency, Symetra Investment Services, JESUP & LAMONT Advisors, and Rosenberg Asset Management. Outside of his advisory work, he is active in youth and high school baseball coaching and serves on the school board for St. Martha Catholic School. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable clients, providing portfolio management, custom and model portfolios, and retirement-plan advice through a combination of discretionary and non-discretionary investment management. The firm integrates proprietary research with institutional relationships to support its services nationwide.

Larry Clayton is a ChFC® credentialed financial advisor with 33 years of experience, currently serving at Capital Analysts and Lincoln Investment. He has held an insurance sales position since 1964 and is involved in life settlement services. Clayton is also an emeritus member of the Pinnacle Study Group, which focuses on new planning ideas. Capital Analysts serves a diverse clientele including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management, custom and model portfolios, third-party manager access, and retirement plan advice through a nationwide network of independent advisors and firm-managed programs. The firm offers both discretionary and non-discretionary investment management supported by an in-house research team using a proprietary mutual fund screening process.

Michael Doyle is a financial advisor with Capital Analysts in Amherst, MA, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has prior experience with Lincoln Investment and The Nathan Agencies. Outside of his advisory role, Doyle serves on the board of directors for Amherst Cinema and is involved with the Northampton Community Music Center as second vice president and board member, focusing on community outreach and governance. 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 independent advisors, utilizing both discretionary and non-discretionary investment management approaches.

Larry Poole is a financial advisor with Capital Analysts in Matthews, NC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Lincoln Investment Planning since 2005 and owns Poole Financial Services Inc., where he provides life insurance and fixed annuity products. Poole is also president of Insurance and Retirement Planning Inc., which offers similar insurance and retirement solutions. 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 advisory services through a nationwide network of independent advisors and an in-house investment management team that employs a proprietary mutual fund screening process.

Pablo Oliva is a financial advisor at Capital Analysts with 13 years of industry experience. He holds Series 66 and Series 63 licenses and has worked at firms including Lincoln Investment, Northsight Wealth Management, and Sun Valley Financial, where he was also an owner. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, and institutional clients, providing portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisors. The firm delivers investment management via an in-house investment team and third-party managers, utilizing proprietary screening tools and offering tax-aware strategies.

Margherita Johnson is a CFP® professional with 24 years of experience in the financial industry. She is affiliated with Capital Analysts and has previously worked with Lincoln Investment Planning, Inc. for 15 years. In addition to her advisory role, she operates as an independent insurance agent, selling life, health, disability, and long-term care insurance. 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, and retirement-plan advice through a nationwide network of advisors and an in-house investment management team that utilizes a proprietary mutual fund screening process.