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George B

Series 63, Series 65

Zelienople, PA

Capital Analysts

George Balocik is a financial advisor at Capital Analysts with 44 years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including Guardian Life, Cetera, and Lincoln Investment. In addition to his advisory role, he is involved in the sale and service of fixed annuities and insurance. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors, employing both discretionary and non-discretionary investment approaches supported by an in-house research team.

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

Series 66

Zelienople, PA

Capital Analysts

Brian Pitell is a financial advisor with Capital Analysts, holding a Series 66 designation and bringing 27 years of industry experience. His prior work includes roles at Lincoln Investment, Cetera, Park Avenue Securities, Guardian Life Insurance Company of America, and Equitable Advisors. Outside of advising, he hosts a podcast focused on hunting and fishing and serves as chapter president of Safari Club International, a nonprofit dedicated to hunting and conservation. 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 advisors and in-house investment teams.

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

Series 63, Series 65

Zelienople, PA

Capital Analysts

Eden Lantzman is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing six years of industry experience. Prior to joining Capital Analysts, Eden worked at Lincoln Investment and Cetera, among other roles. Outside of advising, Eden serves as a board member for Miracle on Main Zelienople, a nonprofit focused on annual charitable events, and participates on the pastoral council at Saint Luke the Evangelist Parish. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm offers portfolio management through a combination of discretionary in-house management and advisor-led strategies, utilizing proprietary mutual-fund screening and maintaining institutional relationships to support a range of investment and retirement-plan services.

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