Independence, OH Summit Park Drive Office

James Guy Jr. is a financial advisor with Capital Analysts in Independence, OH, holding a Series 63 designation and over 21 years of industry experience. He has previously worked at Lincoln Investment and Legend Equities Corporation. Outside of his advisory role, he is active in his community as a podcast host focusing on local history and as president of a nonprofit raising funds for a park and statue honoring his high school’s students, faculty, and staff. 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 both discretionary and non-discretionary approaches supported by an in-house research team.

Mark Lapsevich is a financial advisor with Capital Analysts in Independence, Ohio, holding 24 years of industry experience. Alongside his advisory career, he has been active in musical entertainment as the owner and musician of Park Place Productions since 1989. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management through both discretionary investment management and advisor-managed solutions supported by proprietary screening tools.

Debra Friend is a financial advisor with Capital Analysts in Independence, OH, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. Her prior roles include positions at Lincoln Investment, Legend Equities Corporation, and Valic Financial Advisors. 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 advisors and in-house investment management supported by proprietary research tools.

Corey Sneed is a financial advisor with Capital Analysts in Independence, OH, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has previously worked at firms including Lincoln Investment, Legend Advisory Corporation, and Guardian Life. Outside of his advisory role, he serves as Executive Committee and Board Chairman of the nonprofit Catalyst CT. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, customized advisor-managed portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Todd Stout is a financial advisor with Capital Analysts and holds Series 63 and Series 66 licenses. He has 41 years of industry experience, including prior roles at Lincoln Investment from 2017 and Legend Equities Corporation between 2003 and 2017. Outside of his advisory work, he serves as president of Diversified Wealth Management Company, Inc., a pass-through entity for tax and accounting purposes, and works as a sales associate in health care benefits. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through its nationwide network of advisors and proprietary investment research team.