Michael Dilullo is a CFP® with 44 years of industry experience, currently serving at Capital Analysts. He has worked at Lincoln Investment since 2017 and previously spent extensive periods at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, Dilullo serves as Treasurer and peer group facilitator at the Laurel Love Center for Grief and Hope, a nonprofit organization. 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 investment portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Marc Panaro is a financial advisor at Capital Analysts with 27 years of industry experience. He holds the CFP® certification along with Series 63, 65, and 66 licenses. His prior experience includes roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. 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, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Jeffrey Kney is a CFP® with 24 years of industry experience. He is currently with Capital Analysts and has previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. 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.

John Scioli is a financial advisor with Capital Analysts, holding a Series 63 designation and over 31 years of industry experience. His prior work includes roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. 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 discretionary and non-discretionary approaches, leveraging an in-house Investment Management & Research team and third-party managers.

Jeffrey Ott is a financial advisor with Capital Analysts and holds a Series 66 designation. He has 17 years of industry experience, including roles at Lincoln Investment, Legend Advisory Corporation, Legend Equities Corporation, and Edward Jones. Ott has been with Lincoln Investment since 2017. 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, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Matthew Mullin is a CFP® professional with 11 years of industry experience. He is currently with Capital Analysts and has previously worked at Lincoln Investment and Legend Advisory Corporation. In addition to financial advising, Mullin is involved in Medicare and Medicaid insurance sales and prepares tax returns as an enrolled agent during tax season. Capital Analysts serves a broad client base including individuals, high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management and advisory services through both discretionary and non-discretionary approaches, supported by an in-house investment management team that employs a proprietary mutual fund screening process.

Jeffrey Kney is a financial advisor with Capital Analysts and holds a Series 63 designation. He has 39 years of industry experience, including roles at Lincoln Investment and Legend Advisory Corporation. Outside of his advisory work, he serves as a volunteer board member for the Orchard Park CSD Academy of Finance, where he advises students interested in business. 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 network of independent advisors and firm-managed programs. The firm provides both discretionary and non-discretionary investment management using proprietary screening tools and maintains institutional relationships supporting a range of investment options.

Donald Tiburzi is a financial advisor with Capital Analysts in Getzville, NY, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His prior roles include positions at Lincoln Investment since 2017, Legend Advisory Corporation from 2009 to 2019, and Legend Equities Corporation from 1994 to 2017. Outside of investment advising, he provides personal income tax preparation services. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement plan advice through a network of independent advisors and an in-house investment management team that employs a proprietary mutual-fund screening process.

Jacob Denz is a financial advisor at Capital Analysts with eight years of industry experience. He holds the CFP® designation and Series 66 license. Prior to joining Capital Analysts, he worked at Lincoln Investment and held roles at Riley St. Station and Sealing Devices LLC. Denz serves as the secretary of the Orchard Park Academy of Finance Advisory Board. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, employing both discretionary and non-discretionary investment approaches.

Duane Pusch is a financial advisor at Capital Analysts with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Investment since 2017, following prior roles at Legend Advisory Corporation and Legend Equities Corporation. In addition to his advisory work, Pusch prepares personal income tax returns during tax season. 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 through a combination of discretionary and non-discretionary strategies, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships that support its various investment products.

Frank Pelosi Jr. is a financial advisor with Capital Analysts, holding a Series 63 designation and 36 years of industry experience. His prior work includes roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. He is also president of Pelosi Insurance Agency Inc., an independent insurance agency specializing in property and casualty insurance and income tax preparation. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm delivers investment management through a combination of discretionary in-house management and non-discretionary advisory services, supported by proprietary mutual fund screening and institutional relationships.

Corey Malstrom is a CFP® professional with 22 years of experience in the financial industry. He is currently with Capital Analysts and has previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory work, he is involved in sales of Medicare Advantage and Medicare Supplement plans through various health insurance agencies. Capital Analysts serves a diverse client base including retail and institutional investors, trusts, foundations, and charitable organizations. The firm provides portfolio management, custom and model portfolios, and retirement-plan advice, employing both discretionary and non-discretionary investment approaches supported by an in-house research team and third-party managers.

Austin Willison is a Series 66-registered financial advisor with Capital Analysts in Getzville, NY, and has seven years of industry experience. He has worked at Lincoln Investment Planning, LLC since 2019. Prior to his advisory career, he held various roles including positions at Uber and Dave & Adam's Card World. Capital Analysts serves retail and institutional clients such as individual and high-net-worth investors, trusts, foundations, and businesses. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice, delivering investment management both on a discretionary basis through an in-house team and on a non-discretionary basis via advisors and third-party managers.

Mark Conomos is a CFP® with 42 years of industry experience, currently serving at Capital Analysts. His prior work includes roles at Lincoln Investment since 2017 and Legend Advisory Corporation from 2011 to 2019, as well as Legend Equities Corporation from 1984 to 2017. Capital Analysts serves retail and institutional clients such as individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice through a nationwide network, employing both discretionary and non-discretionary investment approaches supported by an in-house research team.

Jeredith Nolan is a financial advisor at Belpointe Asset Management LLC with 32 years of industry experience. She holds the Series 63 designation and has worked previously at Mass Mutual Investors Services, MassMutual Life Insurance, and MetLife Securities. Outside of her advisory role, she serves on the advisory board for the Clarence High School Academy of Business of Finance and is a member of the finance committee at Ss. Brigid Columba Church. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and other advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing a range of strategies from passive to tactical tailored to client objectives and risk tolerance.

John D'andrea IV is a financial advisor at Belpointe Asset Management LLC with one year of industry experience. He holds a Series 66 designation and previously served in the US Army for 23 years. Outside of his advisory role, he owns and operates two e-commerce retail businesses, Empire Auction Gallery and Buffalo Empire Trading Company. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for a diverse client base, including individuals, corporations, and trusts. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios and multiple advisory relationships.

Dean Boucounis is a ChFC® with 48 years of experience in the financial services industry, currently affiliated with Mutual of Omaha Investor Services, Inc. since 1974. He serves as president and sole stockholder of Boucounis Financial Services Inc. and has been involved in insurance lines including health, life, and annuities since 1974. Outside of his advisory role, he participates in community service through his work with the Annunciation Greek Orthodox Church’s Stewardship and Outreach Committee, volunteers at the Roswell Park Comprehensive Cancer Center, and assists in meal service at the Annunciation Church Orthodox Action Soup Kitchen. Mutual of Omaha Investor Services, Inc. provides advisory services to individuals, corporations, and qualified retirement plans, offering financial planning, managed account programs, and retirement plan consulting. The firm primarily delivers managed solutions through platforms like Envestnet, supporting client relationships with various third-party money manager options and a range of model portfolio strategies.

Gwendolyn Bork is a financial advisor with Capital Analysts, holding a Series 66 designation and bringing 10 years of industry experience. Her prior roles include positions at Lincoln Investment Planning, Custom Wealth Strategies, Commonwealth Financial Network, and Wells Fargo Advisors Financial Network. Outside of her advisory career, she is involved in several community and nonprofit activities, including serving as a town council member, president of an addiction prevention nonprofit, and participating in youth mentorship and business skills advisory boards. Bork is also a published author and an independent recording artist. 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 through a combination of in-house discretionary management, advisor-managed portfolios, and access to third-party managers, supported by its proprietary mutual-fund screening process and nationwide network of independent advisors.

Thomas Pontrello is a CFP® with 39 years of industry experience, currently serving at Capital Analysts. His prior roles include positions at Lincoln Investment since 2017, Legend Advisory Corporation from 2011 to 2019, and Legend Equities Corporation from 1988 to 2017. He is also a partner in Legend Wealth Management, LLC. 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, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

James Cecchini II is a CFP® professional with 35 years of industry experience, currently serving at Capital Analysts. His prior work includes roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of financial advising, he is involved in buying and selling collectible automobiles through his business, Unique Car Guy, LLC. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and a dedicated investment management team.