Marlton, NJ 8000 Sagemore Drive Office

John Natale is a financial advisor with Capital Analysts in Marlton, NJ, holding the ChFC® designation and Series 63 and 65 licenses. He has 45 years of industry experience and has been with Lincoln Investment Planning, Inc. since 1997. In addition to his advisory role, he is involved in insurance sales, focusing on life, disability, and fixed annuity products. Capital Analysts provides portfolio management and advisory services to a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm employs an in-house Investment Management & Research team and offers a variety of discretionary and non-discretionary investment programs.

Gregory Taglienti is a financial advisor with Capital Analysts, holding a Series 66 designation and 19 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2007. In addition to his advisory work, he operates a legal services practice providing public and per diem legal support to other attorneys and law firms. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm employs an in-house Investment Management & Research team that guides portfolio management through proprietary models and third-party manager selection, offering discretionary and non-discretionary services tailored to client needs.

Mario Dilisciandro is a financial advisor with Capital Analysts who holds Series 63 and Series 66 licenses and has 21 years of industry experience. He has worked at CTC, L.L.C. since 2012 and Lincoln Investment Planning, Inc. since 2010. Outside of his advisory work, he serves as Board Chair for both the Mantua Township Municipal Utilities Authority and the Gloucester County Library System. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management through a variety of programs supported by an in-house investment management and research team.

Alberto Gaglianese is a CFP® with 40 years of experience in the financial industry, currently affiliated with Capital Analysts. He has been with Lincoln Investment Planning, Inc. since 1986. Outside of his advisory role, he is involved in real estate activities, including property flipping and rental management through several LLCs. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, custom portfolios, and ERISA retirement plan advisory services, supported by an in-house investment management and research team.

Gregory Mikolajczak is a financial advisor with Capital Analysts holding Series 63 and Series 65 credentials and has 25 years of industry experience. He has been affiliated with Lincoln Investment Planning, Inc. since 1999 and also works with Flyer's Skate Zone and Camden County College. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs, with investment decisions guided by an in-house Investment Management & Research team using proprietary processes.

Lori Campbell is a financial advisor with Capital Analysts, holding a Series 63 designation and bringing 40 years of industry experience. She has worked at Lincoln Investment Planning, Inc. since 2008 and has been associated with Thomas Seely Agency since the early 1980s. Outside of her advisory role, she is the owner of TSA-TPA, LLC, a tax and accounting entity that is currently inactive except for administrative duties. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management using in-house managed models, third-party managers, and ERISA retirement plan advisory services.

Jonathan Wilt is a CFP®-certified financial advisor with Capital Analysts, based in Marlton, NJ, bringing 41 years of industry experience. He has been affiliated with Lincoln Investment Planning, Inc. since 1985. Outside of financial advising, he serves as president of the board of directors for the non-profit Hiway Theater. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm uses an in-house investment management and research team to guide portfolio decisions and offers a range of discretionary and non-discretionary advisory services.

Rian Steinbiss is a financial advisor at Capital Analysts with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Analysts since 2015 and Lincoln Investment since 2002. Capital Analysts serves a broad client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management through various programs and uses an in-house Investment Management & Research team to support investment decisions.

Richard Gaglianese is a financial advisor with Capital Analysts who holds Series 63 and Series 65 licenses and has 34 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1992 and has been self-employed since 1989. Outside of advisory work, he is involved in several entrepreneurial and community activities, including serving as board president for the Abington Police Athletic League and the Abington Township Police Foundation. Capital Analysts serves a broad client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with an investment approach supported by an in-house research team and proprietary screening tools.