Michael Dilullo is a CFP® with 44 years of industry experience, currently affiliated with Capital Analysts. His prior experience includes roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory work, he serves as Treasurer and peer facilitator for the Laurel Love Center for Grief and Hope, a nonprofit grief center. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with access to in-house model portfolios, third-party managers, and ERISA retirement plan advisory services.

Marc Panaro is a financial advisor at Capital Analysts with 27 years of industry experience. He holds the CFP® designation along with Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, charities, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through multiple approaches, supported by an in-house Investment Management & Research team and proprietary fund screening tools.

Jeffrey Kney is a CFP® with 24 years of industry experience, currently affiliated with Capital Analysts. He has worked at Lincoln Investment since 2017 and previously held positions at Legend Advisory Corporation and Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and foundations. The firm employs an in-house Investment Management & Research team to support portfolio management and offers a range of discretionary and non-discretionary advisory services.

John Scioli is a financial advisor with Capital Analysts in Getzville, NY, holding a Series 63 designation and 31 years of industry experience. His career includes roles at Lincoln Investment since 2017, Legend Advisory Corporation from 2011 to 2019, and Legend Equities Corporation between 1995 and 2017. He is also president of John Scioli Inc., a company used for accounting purposes. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with a focus on in-house model portfolios and third-party manager access, operating under a fiduciary framework with various advisory arrangements.

Jeffrey Ott is a Series 66-credentialed financial advisor with 16 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held positions at Legend Advisory Corporation and Legend Equities Corporation. He is based in Getzville, NY. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team, offering a range of investment solutions such as advisor-managed models, custom portfolios, and third-party manager access.

Jeffrey Kney is a financial advisor with Capital Analysts in Getzville, NY, holding a Series 63 designation and 39 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent eight years with Legend Advisory Corporation and thirty years with Legend Equities Corporation. Outside of his advisory role, he serves as a volunteer board member for the Orchard Park CSD Academy of Finance, advising students interested in business. 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 through various programs and utilizes an in-house investment team that manages proprietary model portfolios and employs a mutual-fund screening process.

Donald Tiburzi is a financial advisor with Capital Analysts in Getzville, NY, holding Series 63 and Series 65 licenses and having 42 years of industry experience. His prior work includes roles at Lincoln Investment since 2017, Legend Advisory Corporation from 2009 to 2019, and Legend Equities Corporation between 1994 and 2017. Additionally, he provides personal income tax preparation services. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through a variety of programs and utilizes an in-house Investment Management & Research team to guide investment decisions.

Jacob Denz is a CFP® with eight years of industry experience and is currently affiliated with Capital Analysts. He has worked at Lincoln Investment since 2017 and has held prior roles at Riley St. Station and Sealing Devices LLC. He serves as Secretary for the Orchard Park Academy of Finance Advisory Board. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and employs an in-house Investment Management & Research team to drive investment decisions.

Duane Pusch is a financial advisor with Capital Analysts, holding Series 63 and Series 66 credentials and bringing 26 years of industry experience. His prior roles include positions at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. In addition to his advisory work, he prepares personal income tax returns during the tax season. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management supported by an in-house investment management and research team.

Frank Pelosi Jr. is a financial advisor with Capital Analysts, holding a Series 63 designation and bringing 36 years of industry experience. His prior roles include positions at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory work, he serves as president of Pelosi Insurance Agency Inc., where he is involved in property and casualty insurance as well as income tax preparation. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, and institutional clients. The firm provides both discretionary and non-discretionary portfolio management, utilizing an in-house investment management team and proprietary tools, while offering advisors flexibility to deliver customized financial solutions and support.

Corey Malstrom is a CFP® certificant with 22 years of industry experience. He is currently with Capital Analysts and has worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of financial advisory, he is involved as an independent sales agent specializing in Medicare Advantage and Medicare Supplement plans. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm employs a discretionary investment approach supported by an in-house Investment Management & Research team and offers a range of portfolio management options including advisor-managed models and access to third-party managers.

Austin Willison is a financial advisor at Capital Analysts with seven years of industry experience. He holds a Series 66 credential and has worked at Lincoln Investment Planning since 2019. His prior work history includes roles at Uber, Dave & Adam's Card World, Lawley Insurance, and the State University of New York College at Buffalo. Capital Analysts serves a diverse client base, including individual investors, high-net-worth clients, retirement plans, trusts, and corporate entities. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team to guide investment decisions.

Mark Conomos is a CFP® with 42 years of industry experience. He is currently affiliated with Capital Analysts and has prior work history at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment research team and offers a range of advisory services through multiple program structures.

Gwendolyn Bork is a financial advisor at Capital Analysts with 10 years of industry experience. She holds a Series 66 designation and has worked at firms including Lincoln Investment Planning, Custom Wealth Strategies, Commonwealth Financial Network, and Wells Fargo Advisors Financial Network. Outside of advising, she is a published author and participates in several community roles such as president of an addiction prevention nonprofit and town council member. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, utilizing an in-house investment team and proprietary screening processes, with access to third-party managers and various advisory arrangements.

Thomas Pontrello is a financial advisor with Capital Analysts in Getzville, NY. He holds the CFP® and Series 63 designations and has 39 years of industry experience. His prior roles include positions at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers both discretionary and non-discretionary portfolio management with access to third-party managers and employs an in-house investment management and research team to guide its investment decisions.

James Miller is a financial advisor at Capital Analysts with 36 years of industry experience. He holds the CFP® designation and Series 63 and 65 licenses. His prior firms include Lincoln Investment and Legend Advisory Corporation. Miller also maintains an insurance broker role from before his time at Legend Advisory Corporation. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients, providing discretionary and non-discretionary portfolio management through various programs and advisory services. The firm employs an in-house Investment Management & Research team that uses proprietary screening methods and offers multiple portfolio options tailored to client needs.

David Constantino is a Series 66-licensed financial advisor with 11 years of industry experience. He has worked at Lincoln Investment since 2017 and held roles at Legend Advisory Corporation and Legend Equities Corporation from 2014 to 2019. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm’s investment decisions are guided by an in-house Investment Management & Research team using proprietary screening tools, offering discretionary and non-discretionary portfolio management through various programs tailored to client needs.

Thomas Dugan is a financial advisor with Capital Analysts in Getzville, NY, holding a Series 63 designation and 25 years of industry experience. His prior work includes roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team to guide investment decisions.

Olivia Lyons is a financial advisor with Capital Analysts, holding the Series 66 designation and four years of industry experience. She has worked at several firms including Equitable Advisors and Ronald Hicks and Associates. Outside of advisory work, she serves as an executive assistant in the financial services sector. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house research team and proprietary investment screening, with a range of customizable advisory solutions.