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Chase P
Series 63, Series 65
Chambersburg, PA
Capital Analysts
Chase Polly is a financial advisor with Capital Analysts based in Chambersburg, PA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior work includes roles at Horace Mann Investors, Inc. and First Choice Insurance & Financial Services, where he is also the owner of a financial services and marketing business under the Polly Financial Management DBA. Additionally, he assists with financial and business operations for a nature school. 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, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.
Richard T
Series 63, Series 65
Chambersburg, PA
Capital Analysts
Richard Tardosky is a financial advisor at Capital Analysts with Series 63 and Series 65 credentials and 33 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory work, he owns Tardosky Agency, LLC, a marketing business. Capital Analysts serves both retail and institutional clients, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm provides investment management through an in-house team using a proprietary mutual-fund screening process and works with third-party managers, operating through a nationwide network of independent advisors.
Rachel R
Series 66
Chambersburg, PA
Capital Analysts
Rachel Riedy is a financial advisor with Capital Analysts, holding a Series 66 designation and seven years of industry experience. She previously worked at The Tardosky Agency before joining Lincoln Investment Planning, LLC. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through discretionary in-house investment teams and non-discretionary advisor and third-party manager platforms, delivering services nationwide via independent advisors and firm-managed programs.
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