Capital Advisors, Ltd., LLC

Jacob Baucco is a financial advisor at Capital Advisors, Ltd., LLC in Cleveland, Ohio, holding a Series 66 designation with two years of industry experience. Prior to joining Capital Advisors and Lincoln Investment in 2023, he worked at the University of Dayton and has experience in several other roles including in construction and hospitality. Capital Advisors manages approximately $1.246 billion in discretionary assets and serves individuals, business entities, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers both discretionary and non-discretionary investment management, financial planning, and consulting, utilizing a range of investment vehicles with ongoing portfolio monitoring and rebalancing.

Daniel Obrien is a CFP® with 16 years of industry experience, currently serving as an advisor at Capital Advisors, Ltd., LLC. He has been with Capital Advisors and Capital Analysts since 2011 and has worked at Lincoln Investment since 2012. Obrien also holds a managerial role in wealth management and portfolio analysis within Capital Advisors. Capital Advisors manages approximately $1.246 billion in discretionary assets and serves individuals, business entities, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm provides both discretionary and non-discretionary investment management, financial planning, and consulting, employing a range of investment vehicles and maintaining a defensive cash strategy.

Zachary Abrams is a CFP® professional with 20 years of industry experience. He is affiliated with Capital Advisors, Ltd., LLC, and has held roles at Lincoln Investment and Capital Analysts Inc. Beyond his advisory work, Abrams serves on the board of the Jewish Federation of Cleveland and chairs its retirement plan committee. He is also the founder of STRAI, a chatbot platform designed to assist short-term rental owners. Capital Advisors, Ltd. provides discretionary and non-discretionary investment management and financial planning services to individuals, business entities, trusts, estates, and retirement plans, managing approximately $1.37 billion for over 1,000 clients. The firm constructs portfolios based on client objectives using a range of investment vehicles and incorporates AI tools in its analysis and reporting processes.

Erin Donahue is a financial advisor with Capital Advisors, Ltd., LLC, holding a Series 66 designation and 11 years of industry experience. Her prior roles include positions at Lincoln Investment, AFS International, and Financial Planners of Cleveland, Inc. Donahue is also involved in wealth management support activities within her firm. Capital Advisors manages approximately $1.25 billion in discretionary assets and serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary investment management along with financial planning, employing a range of investment vehicles and maintaining a conservative approach to cash management.

Patrick Hanratty is a financial advisor with Capital Advisors, Ltd., LLC, holding the CFP® and Series 63 designations and bringing 32 years of industry experience. He has worked with Lincoln Investment since 2012 and has been affiliated with Capital Analysts, Incorporated and Capital Advisors Ltd. since 1993. Hanratty is also involved in insurance sales as part of his financial planning services. Capital Advisors, Ltd. manages approximately $1.25 billion in discretionary assets and serves individuals, business entities, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary and non-discretionary investment management, financial planning, and ERISA trustee-directed plan advisory services, implementing portfolios through a range of securities while maintaining specific cash management practices.

Robert Holub is a financial advisor with Capital Advisors, Ltd., LLC in Brecksville, OH, holding the CFP®, CFA®, and Series 66 designations. He has 22 years of industry experience and has been affiliated with Capital Advisors Ltd. since 2002, Capital Analysts Incorporated since 2008, and Lincoln Investment since 2012. Holub also serves as Chief Investment Strategist at Capital Advisors, supporting the firm’s financial planning activities. Capital Advisors manages approximately $1.246 billion in discretionary assets and serves individuals, business entities, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers discretionary and non-discretionary investment management along with financial planning and ERISA trustee-directed plan advisory services, utilizing a diversified approach that includes mutual funds, ETFs, individual equities, fixed income, and publicly traded REITs.

Neil Waxman is a financial advisor with Capital Advisors, Ltd., LLC, holding CFP® and Series 63 designations and bringing 42 years of industry experience. He has been associated with Capital Advisors since 2010 and also maintains roles with Lincoln Investment and in life settlements. Waxman serves on multiple nonprofit boards, including the Jewish Federation of Cleveland and University School, and participates in philanthropic and community organizations. Capital Advisors manages over $1.2 billion in discretionary assets, serving individuals, businesses, trusts, and nonprofit entities with investment management, financial planning, and ERISA trustee-directed plan services. The firm employs a disciplined approach using mutual funds, ETFs, equities, fixed income, and REITs, with an emphasis on cash management and does not exercise discretionary authority over cryptocurrency investments.

Mark Ciulla is a financial advisor with Capital Advisors, Ltd., LLC, holding Series 63 and Series 65 licenses and possessing 38 years of industry experience. He has worked with Lincoln Investment since 2012 and has been involved in life settlements since 2011. Ciulla has served as owner and managing director of Capital Advisors, Ltd., LLC since 2010. Capital Advisors manages approximately $1.25 billion in discretionary assets and serves a diverse client base including individuals, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary investment management along with financial planning and ERISA trustee-directed plan advisory services, employing a portfolio approach that integrates mutual funds, ETFs, equities, fixed income, and REITs with ongoing monitoring and rebalancing.

Nathan Creviston is a CFP® and ChFC® affiliated with Capital Advisors, Ltd., LLC, with 10 years of industry experience. He has worked at Lincoln Investment Planning and Northwestern Mutual firms among others. He currently serves as a wealth management advisor and manager at Capital Advisors. Capital Advisors serves individuals, business entities, trusts, estates, and retirement plans, managing approximately $1.37 billion in assets for over 1,000 clients. The firm provides discretionary and non-discretionary investment management and financial planning, using portfolios built around client objectives with ongoing monitoring and rebalancing.

Melissa Costello is a CFP® professional with 21 years of industry experience. She is affiliated with Capital Advisors, Ltd., LLC and has held roles at Lincoln Investment since 2012 and Capital Analysts Inc since 2004. At Capital Advisors, she serves as a Financial Analyst and Director of Compliance, performing financial planning and compliance duties. Capital Advisors manages approximately $1.25 billion in discretionary assets and serves a diverse client base including individuals, business entities, trusts, and charitable organizations. The firm offers discretionary and non-discretionary investment management alongside financial planning, utilizing a range of securities and maintaining defensive cash positions as part of its investment approach.

Mary Kozar is a CFP® professional with 28 years of industry experience. She has worked at Capital Advisors, Ltd., LLC since 2010 and has been associated with Lincoln Investment since 2012. Her role includes financial planning analysis and support. Capital Advisors manages approximately $1.25 billion in discretionary assets and serves individuals, business entities, trusts, estates, pension and profit-sharing plans, and charitable organizations. The firm offers a range of investment management and financial planning services, implementing portfolios with mutual funds, ETFs, equities, fixed income, and REITs, while maintaining distinctive cash management practices.