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Noah F

Series 63

Fairport, NY

Capital Analysts

Noah Fehrenbach is a Series 63 licensed financial advisor with 14 years of industry experience, currently affiliated with Capital Analysts and Lincoln Investment. His prior work includes roles at MML Investors Services, MassMutual, and various Northwestern Mutual entities. Outside of his advisory work, he is a manager and consultant at Breathe Capital Planning LLC, providing business consulting services focused on business planning and financial document analysis. 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, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house investment teams.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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Meghan S

CFP®, Series 63

Fairport, NY

Capital Analysts

Meghan Schneible is a Certified Financial Planner (CFP®) with 27 years of industry experience. She is currently affiliated with Capital Analysts and has been with Lincoln Investment Planning, Inc. since 2012. Outside of advisory work, she holds appointments as an independent insurance agent selling fixed life and long-term care insurance. Capital Analysts serves a broad client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management through both discretionary and non-discretionary approaches, utilizing its proprietary mutual-fund screening process and offering retirement-plan advice across a nationwide network of independent advisors.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Active portfolio management
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