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Alexander R

Series 63, Series 65

Royal Oak, MI

Capital Analysts

Alexander Rasky Jr. is a financial advisor with Capital Analysts in Royal Oak, MI, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His prior work includes nine years at Lincoln Investment and nine years at Legend Equities Corp. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice. The firm delivers investment management through an in-house team and independent advisors, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships to support its service offerings.

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

Series 66

Royal Oak, MI

Capital Analysts

John Cruse is a financial advisor at Capital Analysts with six years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Investment and United Shore. Capital Analysts serves a range of retail and institutional clients, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice. The firm delivers investment management through both discretionary in-house teams and non-discretionary advisor-managed solutions.

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

Series 63, Series 66

Royal Oak, MI

Capital Analysts

Melissa De Rozario is a financial advisor with Capital Analysts in Royal Oak, MI, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She previously worked at Lincoln Investment LLC for nine years and at Morgan Stanley and Morgan Stanley Private Bank from 2015 to 2017. Outside of her advisory role, she is the sole owner and operator of two e-commerce businesses focused on merchant processing for online selling companies. 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 and retirement-plan advice through a nationwide network of independent advisors and provides both discretionary and non-discretionary investment management using proprietary screening tools and third-party managers.

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

Series 63, Series 65

Royal Oak, MI

Capital Analysts

Michelle Tomei is a financial advisor with Capital Analysts in Royal Oak, MI, holding Series 63 and Series 65 credentials and 28 years of industry experience. Her prior work includes roles at Lincoln Investment, Legend Advisory Corporation, Legend Equities Corporation, and OSAIC. She serves as Chair and Board Member of the South Lyon Educational Foundation and provides life insurance and annuity products through B&P Financial Services. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management and retirement-plan advice through a nationwide network. The firm combines discretionary and non-discretionary investment management with proprietary mutual fund screening and collaborates with institutional partners such as Lincoln Investment and Pershing/BNY.

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

Series 63, Series 65

Royal Oak, MI

Capital Analysts

Christine Fogg is a financial advisor at Capital Analysts with 27 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Lincoln Investment and Legend Equities Corporation. Capital Analysts serves a mix of retail and institutional clients, providing 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 firm-managed programs. The firm employs a proprietary mutual-fund screening process and delivers investment management on both discretionary and non-discretionary bases.

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

Series 66

Royal Oak, MI

Capital Analysts

Mark Carpenter Frere is a Series 66–designated advisor with Capital Analysts in Royal Oak, MI, bringing seven years of industry experience. His work history includes roles at Capital Analysts and Lincoln Investment, as well as prior experience with Michigan Solar and American Financial Network. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm operates through a nationwide network of independent advisors and combines discretionary and non-discretionary investment management supported by proprietary screening and institutional relationships.

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