Thomas Bird is a financial advisor with Capital Analysts in Syracuse, NY, holding a Series 63 designation and 34 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent over 20 years with Legend Advisory and Legend Equities Corporation. In addition to his advisory role, Bird is a self-employed tax preparer during tax season. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, using an in-house investment research team and proprietary screening tools, and supports various client engagement models including custom portfolios and third-party manager access.

James Eicholzer is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Capital Analysts. He has worked at Lincoln Investment since 2017 and previously held positions with Legend Advisory Corporation and Legend Equities Corporation. Eicholzer is also the owner of Eicholzer Tax Service, where he provides personal income tax preparation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with access to proprietary model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Larry Daigneau is a financial advisor at Capital Analysts with 24 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017, following prior roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of advisory work, he owns and serves as president of Money Map Mentors, an S-Corporation established for tax and payroll 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 supported by an in-house Investment Management & Research team and provides various program options such as advisor-managed models, third-party manager access, and ERISA plan advisory services.

Gregory Sabo is a financial advisor with Capital Analysts in Syracuse, NY, holding a Series 63 designation and bringing 16 years of industry experience. He has worked at Lincoln Investment since 2017 and previously at Legend Advisory Corporation and Legend Equities Corporation. Outside of advisory work, he owns and operates a seasonal tax preparation and planning business serving individuals and small businesses. 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 that drives investment decisions using proprietary screening processes.

J Kenneth Mcinerney Jr. is a financial advisor with Capital Analysts, holding a Series 63 designation and 35 years of industry experience. He previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory work, Mcinerney owns a tax preparation service and serves as treasurer and board member of the New York State Certified Swimming Officials Association. Capital Analysts serves a diverse client base including individuals, trusts, retirement plans, and charitable organizations, providing discretionary and non-discretionary portfolio management with offerings such as advisor-managed model portfolios, third-party manager access, and ERISA retirement plan advisory services.

Matthew Bird is a financial advisor at Capital Analysts with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior work history including roles at Lincoln Investment and in the automotive industry. 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 supported by an in-house Investment Management & Research team and provides a range of advisory services including custom portfolios and access to third-party managers.