Jeremy Hill is a financial advisor with Capital Analysts in Tallahassee, FL, holding a Series 66 designation and four years of industry experience. He has worked at multiple firms including Lincoln Investment, Cetera Advisor Networks, and Capital Financial Strategies. Prior to his advisory career, he was employed at ALDI, Inc. and Westminster College. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, customized and model portfolios, third-party manager access, and retirement-plan advice, utilizing both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.

Aaron Cheesman is a financial advisor with Capital Analysts in Tallahassee, FL, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Lincoln Investment LLC, Gabor Agency, Symetra Investment Services, JESUP & LAMONT Advisors, and Rosenberg Asset Management. Outside of his advisory work, he is active in youth and high school baseball coaching and serves on the school board for St. Martha Catholic School. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable clients, providing portfolio management, custom and model portfolios, and retirement-plan advice through a combination of discretionary and non-discretionary investment management. The firm integrates proprietary research with institutional relationships to support its services nationwide.

Bryan Seaquist is a financial advisor with Capital Analysts who holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior roles include positions at Lincoln Investment since 2017 and Guardian Life from 2000 to 2017. He is also involved with The Gabor Agency, Inc, which provides insurance and retirement options to employees of colleges and universities in Florida. 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, advisor-managed custom and model portfolios, access to third-party managers, and specialized retirement plan advice through a nationwide network of independent advisors and in-house investment teams.

James Saylor III is a financial advisor with Capital Analysts in Tallahassee, FL, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. He has worked with Lincoln Investment since 2016 and The Gabor Agency since 2004. Outside of his advisory role, he serves as Chief Operating Officer of the Shero Group foundation and chairs the Investment Strategy and Board Committee for the Most Worshipful Union Grand Lodge. Capital Analysts serves retail and institutional clients, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice through a nationwide network of independent advisors and firm-managed programs.

Claudia Hall is a financial advisor at Capital Analysts with 10 years of industry experience and holds a Series 66 designation. Her prior work includes roles at Lincoln Investment, Inspire Advisors, LLC, and Thrivent Financial. 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, custom and model portfolios, access to third-party managers, and retirement plan advice through a nationwide network of independent advisors and in-house investment management.

Cody Johnson is a financial advisor with Capital Analysts in Tallahassee, FL, holding Series 63 and Series 65 credentials and possessing 13 years of industry experience. He has worked at Lincoln Investment and The Gabor Agency since 2016. Capital Analysts serves a mix of retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Kevin Sokolow is a financial advisor with Capital Analysts in Tallahassee, FL, holding Series 66 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Lincoln Investment LLC since 2016 and has been involved with Gabor Financial Solutions since 1999. Outside of advising, he serves as president of The Gabor Agency, Inc., which provides insurance and retirement options to employees of Florida state colleges and universities. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through a combination of discretionary in-house management and non-discretionary advisor-managed and third-party options, supported by proprietary research and institutional relationships.

Casey Caldwell is a financial advisor at Capital Analysts with 13 years of industry experience. He holds the ChFC® designation and Series 63 license. Caldwell has worked at Lincoln Investment since 2016 and is also affiliated with The Gabor Agency. 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, custom and model portfolios, access to third-party managers, and retirement-plan advice through a combination of discretionary and non-discretionary investment management supported by an in-house Investment Management & Research team.

Karla Mcfarland is a financial advisor with Capital Analysts in Tallahassee, FL, holding Series 65 and Series 63 credentials and seven years of industry experience. Her career includes roles at Lincoln Investment, Agia, Valic Financial Advisors, Raymond James Financial Services, Merrill Lynch, Edward Jones, and Northwestern Mutual Life Insurance Company. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and its in-house Investment Management & Research team.

Samuel Matteo is a financial advisor at Capital Analysts with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Lincoln Investment, Gabor Financial Solutions, Edward Jones, and SunTrust Bank. Outside of finance, he has experience working with the Florida Senate and in the food service industry. Capital Analysts serves a diverse client base of retail and institutional investors, providing portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice. The firm operates through a nationwide network of independent advisors and utilizes both discretionary and non-discretionary investment management supported by an in-house Investment Management & Research team.

Matthew Romano is a financial advisor with Capital Analysts based in Tallahassee, FL. He holds Series 65 and Series 63 licenses and has 11 years of industry experience. His prior work includes roles at Lincoln Investment, The Gabor Agency, and Mutual of America Securities LLC. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Larry Sokolow is a financial advisor with Capital Analysts, holding the ChFC® designation and 57 years of industry experience. He has worked at Signator Investors, Inc. since 2015, Safeco Investment Services, Inc. since 2002, and The Gabor Agency, Inc. for 54 years. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers 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.

Sabrina Hartley is a financial advisor with Capital Analysts in Tallahassee, FL, holding a Series 66 designation and 10 years of industry experience. She has been with Capital Analysts and Lincoln Investment since 2017. Outside of her advisory work, she serves as an elected board member of the Tallahassee League of Women Voters. Capital Analysts serves retail and institutional clients, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors and firm-managed programs.

Akhtar Sattar is a financial advisor at Capital Analysts with 35 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Lincoln Investment since 2016 and The Gabor Agency, Inc. since 2001. Capital Analysts serves both retail and institutional clients, offering portfolio management, 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 provides both discretionary and non-discretionary investment management, supported by an in-house research team that uses a proprietary fund screening process.

Greg Sokolow is a financial advisor with Capital Analysts in Tallahassee, FL, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked with Lincoln Investment LLC since 2016 and has been associated with The Gabor Agency, Inc. since 2011. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a combination of discretionary investment management by an in-house team and non-discretionary services via independent advisors and third-party managers.

Michael Leatzow is a financial advisor with Capital Analysts in Tallahassee, FL, holding a Series 66 designation and 25 years of industry experience. He has worked at Incoln Investment since 2016 and has been associated with The Gabor Agency, Inc. since 2001. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

David Kirk is a financial advisor with Capital Analysts in Tallahassee, FL, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Lincoln Investment and Mass Mutual Investors Services. Outside of his advisory work, he maintains an active real estate license, focusing on referrals. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, and businesses, providing portfolio management and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

James De Sanctis is a financial advisor with Capital Analysts in Tallahassee, FL, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Lincoln Investment, Empower Financial Services, Merrill, Bank of America, Charles Schwab, and Black Diamond. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.