Matthew Mullin is a CFP® 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 advising, he is involved in Medicare and Medicaid insurance sales and prepares tax returns for a small group of clients during tax season. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management and uses an in-house investment team to manage model portfolios and third-party manager selections.

James Cecchini II is a CFP®-credentialed financial advisor with 35 years of industry experience. He is currently with Capital Analysts and has previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory career, he operates UNIQUE CAR GUY, LLC, a business focused on buying and selling automobiles. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers both discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and provides a range of services including advisor-managed models, third-party manager access, and ERISA retirement plan advisory.