Bethlehem, PA East Broad Street Office

William Trembler is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has spent 32 years at Lincoln Investment Planning, Inc. 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 in-house investment teams.

Mark Hemphill is a financial advisor with Capital Analysts, holding a Series 63 designation and over 30 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1995. 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 firm-managed programs.

Jonathan Sliney is a financial advisor with Capital Analysts in Bethlehem, PA, holding Series 63 and Series 65 licenses and having 13 years of industry experience. His prior roles include positions at State Street Global Advisors and Lincoln Investment. He also serves as Managing Director at T & S Advisors, where he is involved in employee payroll management. 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, delivering investment management through an in-house Investment Management & Research team as well as independent advisors.

Kathryn Kuzo is a financial advisor at Capital Analysts with 26 years of industry experience. She holds a Series 66 designation and has been with Lincoln Investment Planning, Inc. since 2006. Outside of her advisory role, she serves as director and board member of Itty Bitty Kitty, Inc., a nonprofit organization where she organizes events and fundraisers and manages accounting. 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, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and managed programs.

Arthur Smith is a financial advisor with Capital Analysts in Bethlehem, PA, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Lincoln Investment Planning, LPL Financial, QNB Bank, and Investment Professionals Inc. Outside of his advisory work, Smith owns and manages a short-term rental sailboat business in Key West, handling bookings and maintenance. 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 advisors. The firm provides investment management via an in-house team using a proprietary mutual fund screening process and collaborates closely with institutional partners such as Lincoln Investment and Pershing/BNY.