David Levine is a financial advisor with Capital Analysts in Woodland Hills, CA, holding Series 63 and Series 65 credentials and 20 years of industry experience. He previously worked at Lincoln Investment and GLP Investment Services/GLP and Associates. Outside of his advisory role, he supports his son's e-commerce apparel business by advising on small business matters. Capital Analysts serves a diverse clientele, 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 its in-house Investment Management & Research team.

Michael Kriechbaum is a financial advisor with Capital Analysts, holding Series 65 and Series 63 licenses and nine years of industry experience. His prior work includes roles at Lincoln Investment, Pruco Securities, LLC, Prudential Insurance Company of America, and Jack Keeter & Associates, Inc. Outside of finance, he has been involved with entrepreneurial ventures such as Elite Costumes and Rhinestone Dealer. 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, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, utilizing both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.