Samuel Newsham is a financial advisor with Capital Analysts and holds Series 63 and Series 65 licenses. He has 13 years of industry experience, including a long tenure at Lincoln Investment. Outside of his advisory work, he is active as a bass player and multi-instrumentalist in a performance ensemble, serves as Vice President of the Golden Slipper Club & Charities, coaches middle school wrestling, and participates in the Masonic fraternity as Chairman of the Trustees. 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 with an in-house investment team and proprietary screening tools, and maintains a close affiliation with Lincoln Investment to support its advisory network.

Stephen Schultz is a financial advisor with Capital Analysts who holds a Series 66 designation and has 12 years of industry experience. He has been with Capital Analysts since 2023 and previously worked at Lincoln Investment Planning. Capital Analysts serves a diverse client base including individual investors, retirement plans, trusts, and corporate clients, providing discretionary and non-discretionary portfolio management through various programs and custom solutions. The firm’s investment decisions are guided by an in-house Investment Management & Research team using proprietary screening tools, and it maintains a fiduciary role with options for automated rebalancing and tax-aware strategies.

Nicholas Towey is a CFP® with 11 years of industry experience. He is affiliated with Capital Analysts and has been associated with Lincoln Investment since 2014. 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 discretionary and non-discretionary portfolio management through various programs, supported by an in-house Investment Management & Research team that utilizes proprietary screening methods and provides multiple options for client consultation and portfolio customization.

Robert Castellani Sr. is a financial advisor with Capital Analysts who holds the Series 63 and Series 66 designations and has 37 years of industry experience. His prior roles include positions at Lincoln Investment Planning, Principal Life Insurance Company, and Princor Financial Services Corporation. Castellani is the sole owner and managing member of The Castellani Group, LLC, a financial services business. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management, utilizes an in-house investment management and research team, and maintains a close affiliation with Lincoln Investment.

Patrick Forst is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1986. 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, leveraging an in-house Investment Management & Research team and proprietary screening tools while providing a range of customized advisory services.

Jerry Glasser is a Series 66-licensed advisor at Capital Analysts with seven years of industry experience. He has held positions at Edward Jones, Lincoln Investment, and several other firms. He is also the owner of Guardian Path Wealth Management LLC, a marketing business related to his advisory activities. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm utilizes both discretionary and non-discretionary portfolio management, supported by an in-house investment management and research team that operates proprietary model portfolios and a mutual fund screening process.

Leonard Rizzotti is a CFP® professional with 42 years of industry experience, currently serving at Capital Analysts. He has worked at Lincoln Investment Planning, Inc. since 2004. He is also a board member of the PSADA Foundation, a nonprofit organization that provides scholarships, where he offers investment recommendations for their mutual fund portfolio on a volunteer basis. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through a range of programs and emphasizes an in-house investment management team utilizing proprietary screening processes and various advisory options.

Michael Koerick is a CFP® and Series 66-registered financial advisor at Capital Analysts with six years of industry experience. Prior to joining Capital Analysts and Lincoln Investment in 2020, he was involved with 3Step Sports LLC, where he worked in sports videography sales. Outside of his advisory role, he continues to engage in sports video sales during events. 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 draws on an in-house investment management team that utilizes proprietary model portfolios and a mutual fund screening process.

Cynthia Miller is a CFP® professional with 14 years of industry experience. She has worked at Capital Analysts since 2018 and has been associated with Lincoln Investment Planning since 2011. She briefly worked as a captive agent for Genworth Financial in long-term care insurance sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, employer-sponsored retirement plans, and various institutional clients. The firm offers discretionary and non-discretionary portfolio management through multiple programs supported by an in-house Investment Management & Research team using proprietary screening tools.