Barry Dervin is a financial advisor with Capital Analysts and holds a Series 63 designation. He has 31 years of industry experience and has been with Lincoln Investment Planning, Inc. since 1994. Outside of his advisory work, he serves on the board of trustees for Beth Hamedrash Hagadol-Beth Jacob Congregation in Pittsburgh. 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 representatives and firm-managed programs.

Kevin Clark is a financial advisor at Capital Analysts with 12 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment Planning since 2012. Clark is also involved as a partner and co-founder of MC Capital Management, LLC, a financial services 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.

Robert Horstman is a CERTIFIED FINANCIAL PLANNER™ with 15 years of industry experience. He has worked at Capital Analysts since 2018 and previously held positions at TIAA-CREF and Cetera Wealth Services, LLC. He incorporates fixed insurance and annuities products into client financial plans when appropriate. 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 provides both discretionary and non-discretionary investment management utilizing proprietary screening tools and third-party managers.

Andrew Harr is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked at Lincoln Investment since 2010. In addition to his advisory role, Harr contracts as a trainer for newly appointed insurance agents, focusing on the 403(b) market, suitability, and product knowledge. Capital Analysts serves retail and institutional clients, including high-net-worth individuals and organizations, providing portfolio management, custom model portfolios, and retirement-plan advice. The firm combines discretionary and non-discretionary investment management through an in-house team and third-party managers, employing a proprietary mutual fund screening process called CAPSL.

Brad Warhurst is a financial advisor with Capital Analysts, holding a Series 66 designation and 19 years of industry experience. He has been with Lincoln Investment Planning, Inc. throughout his career. Outside of his advisory role, he is involved in a real estate partnership with his wife, focused on long-term property investments. Capital Analysts serves both retail and institutional clients, 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 discretionary and non-discretionary investment management, utilizing a proprietary mutual fund screening process called CAPSL.

Jacob Denz is a financial advisor at Capital Analysts with eight years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Capital Analysts, he worked at Lincoln Investment and held roles at Riley St. Station and Sealing Devices LLC. Denz serves as the secretary of the Orchard Park Academy of Finance Advisory Board. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, employing both discretionary and non-discretionary investment approaches.

Samuel Newsham is a financial advisor at Capital Analysts with 13 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lincoln Investment since 2013. Outside of his advisory role, he is an active musician performing in a band, serves as Vice President of the Golden Slipper Club & Charities, coaches middle school wrestling, and holds a leadership position as chairman of the trustees for a Masonic lodge. Capital Analysts serves a diverse client base including high-net-worth individuals, institutions, trusts, and charitable organizations. The firm provides portfolio management and retirement-plan advice through both discretionary in-house investment management and non-discretionary advisor-managed solutions, supported by proprietary screening tools and institutional relationships.

Michael Mehltretter is a financial advisor with Capital Analysts who holds Series 63 and Series 65 credentials and has 20 years of industry experience. His prior work includes roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. He also serves with the Buffalo Fire Department, a position he has held since 1991. Capital Analysts serves both retail and institutional clients, including high-net-worth investors, trusts, foundations, businesses, and charitable organizations. 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 advisors and firm-managed programs.

Michael Constantino is a financial advisor at Capital Analysts with 47 years of industry experience. He holds Series 63 and Series 65 designations 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, offering portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice. The firm utilizes both discretionary and non-discretionary investment management approaches through an in-house team and third-party managers.

David Davodi is a financial advisor at Capital Analysts with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Lincoln Investment, Pruco Securities LLC, Prudential Insurance Company of America, Perspective Financial Services LLC, JP Morgan Securities LLC, and Morgan Stanley. In addition to his advisory role, he is the owner of Cornerstone Financial Services, a marketing business. 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, 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.

Donal McGuire is a financial advisor with Capital Analysts in Newtown Square, PA, holding a Series 63 designation and over 33 years of industry experience. He has worked at Lincoln Investment Planning, Inc. for 32 years. McGuire previously wrote life insurance policies with Midland Life but ceased once those policies did not align with his primary firm’s guidelines. 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 advice through a nationwide network of independent advisors and an in-house investment team that employs a proprietary mutual fund screening process.

Kathleen Murphy is a financial advisor at Capital Analysts with 14 years of industry experience. She holds a Series 66 designation and has worked at firms including VALIC Financial Advisors, Inc., Charles Schwab, and Edward Jones. Outside of her advisory role, she teaches woodworking part-time at a high school and offers women's wellness and education workshops through a separate business. 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 advice through a combination of discretionary in-house management and non-discretionary advisor and third-party services.

Duane Pusch is a financial advisor at Capital Analysts with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Investment since 2017, following prior roles at Legend Advisory Corporation and Legend Equities Corporation. In addition to his advisory work, Pusch prepares personal income tax returns during tax season. 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 a combination of discretionary and non-discretionary strategies, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships that support its various investment products.

Paul Caccomo is a financial advisor with Capital Analysts in West Palm Beach, FL, holding Series 63 and Series 65 licenses and possessing 47 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held positions at Legend Equities Corporation, Investacorp Advisory Services Inc, and OSAIC. Outside of his advisory role, he owns and operates UNITED TAX & FINANCIAL SERVICES, LLC, providing tax preparation, bookkeeping, and fixed insurance products. 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, with investment management delivered both discretionarily by an in-house research team and non-discretionarily through advisors and third parties.

Brett Grandjean is a financial advisor with Capital Analysts and holds a Series 66 designation. He has six years of industry experience and has worked with Lincoln Investment since 2019. Additionally, he is a co-owner and CPA at Grandjean, Wagner, Beiter & Co, where he provides accounting, bookkeeping, and tax planning services. 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 firm-managed programs.

David Sawchuk is a financial advisor with Capital Analysts, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has worked at Lincoln Investment since 2010 and Great American Advisors, Inc. since 2002. Outside of his advisory work, he serves as a member of the Taymouth Township Zoning Board of Appeals. 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 advice through a combination of discretionary in-house management and non-discretionary advisor-led programs.

Joel Craven is a CFP® professional with 21 years of experience in the financial services industry. He currently works with Capital Analysts and has previously been affiliated with Lincoln Investment and Horace Mann Insurance and Investors. Craven manages a staffing company and serves as treasurer and board member for the Mt. Horeb Schools Board of Education. Capital Analysts serves retail and institutional clients, 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 nationwide network of independent advisors and firm-managed programs.

Matthew Norwood is a CFP® with 12 years of industry experience, currently serving as an advisor at Capital Analysts. He has worked with Lincoln Investment and The Vanguard Group, bringing experience from these firms since 2014. Norwood also leads continuing education seminars in financial planning. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, 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.

Brent Traugh is a financial advisor with Capital Analysts in Bloomsburg, PA, holding a Series 63 designation and with 25 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2000. In addition to his advisory role, he is licensed as a life insurance and fixed annuity agent. 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 custom advisory solutions through a nationwide network of independent advisors, utilizing both discretionary and non-discretionary investment approaches supported by an in-house research team.

Andre Solis is a financial advisor with Capital Analysts in Tucson, AZ, holding a Series 66 designation and 13 years of industry experience. He has worked at Lincoln Investment since 2017 and previously at Legend Advisory Corporation and Legend Equities Corporation. Solis is also the managing officer of Solis Financial Services LLC, an entity used solely for tax purposes. Capital Analysts serves a range of clients including individual and 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.