Marlton, NJ 10000 Sagemore Dr. Office

Joseph Johnston is a financial advisor with Capital Analysts, holding a Series 66 designation and 13 years of industry experience. He previously worked at Morgan Stanley before joining Lincoln Investment Planning, where he has spent 12 years. 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, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Patricia Jansen is a financial advisor at Capital Analysts with 37 years of industry experience. She holds Series 63 and Series 65 credentials and has previously worked at Lincoln Investment, Legend Equities Corporation, and MetLife Investment Fund Services LLC. 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, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, combining discretionary and non-discretionary investment management supported by an in-house research team.

Frank Violante is a financial advisor with Capital Analysts based in Marlton, NJ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Lincoln Investment, Wells Fargo Clearing, TD Wealth Management Services, Banc of America Investment Services, Quick & Reilly, and Prudential Equity Group. 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.

Michael Harriett is a financial advisor at Capital Analysts with 10 years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Lincoln Investment Planning and Lincoln Investment. Harriett serves as a board member for the Lambertville, New Jersey Parks & Recreation department. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and manages discretionary investment portfolios using a proprietary mutual fund screening process.

William Voliva is a financial advisor with Capital Analysts, holding the CFP® and Series 63 designations and bringing 33 years of industry experience. He has worked at Lincoln Investment for over two decades, from 2002 to the present. In addition to his advisory role, he is involved in the sales and service of disability and fixed insurance products. 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 and retirement-plan advice through a nationwide network of independent advisors and uses an in-house team to deliver discretionary investment management alongside third-party offerings.

Harold Hill is a financial advisor at Capital Analysts with 39 years of industry experience. He holds a Series 63 credential and has been affiliated with Lincoln Investment Planning, Inc. since 1992. Hill has also served at Rutgers University since 1985 and in the New Jersey Army National Guard since 1979. Outside of advising, he is chairman of the Community Friendship Foundation, a community service 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 portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

James Burr is a Series 66-licensed financial advisor with Capital Analysts, based in Marlton, NJ, and has 15 years of industry experience. Alongside his advisory role, he operates several tutoring businesses as an independent tutor. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, and charitable organizations, providing portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm combines in-house discretionary investment management with third-party advisor offerings and emphasizes fiduciary responsibility for retirement and tax-advantaged accounts.

Matthew Voliva is a financial advisor with Capital Analysts, holding a Series 66 designation and 15 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 2011. 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 firm-managed programs.

Andrew Wilt is a financial advisor with Capital Analysts in Marlton, NJ, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Lincoln Investment since 2015 and has served in a role at Villanova University since 2001. Outside of his primary positions, Wilt is involved in financial planning activities through Heritage Advisory Group. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, 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 firm-managed programs, utilizing both discretionary and non-discretionary investment approaches supported by proprietary research and institutional relationships.

James Conner is a financial advisor at Capital Analysts with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including First Command Advisory Services and Lincoln Investment. Outside of his advisory role, he is the founder and president of the Marlton Volleyball Club, where he organizes and coaches youth teams. 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 and retirement-plan advice through a nationwide network of independent advisors and uses a proprietary mutual-fund screening process to construct model portfolios.

Susan Marino is a financial advisor at Capital Analysts with 26 years of industry experience. She holds the Series 63 and Series 65 designations. Her prior experience includes roles at Van Eck Associates Corporation and Lincoln Investment. Capital Analysts serves retail and institutional clients, providing portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and its own programs.

Stephen Mc Entee is a financial advisor with Capital Analysts, holding a Series 66 designation and four years of industry experience. His prior work history includes roles at Lincoln Investment, Milestone Wealth Management, QPSI, and Immaculata University. Capital Analysts serves a mix of retail and institutional clients, providing portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors. The firm offers investment management both on a discretionary basis via an in-house team and non-discretionary basis through advisors and third-party managers.

Diane Hartz is a financial advisor with Capital Analysts in Marlton, NJ, holding a Series 63 designation and bringing 36 years of industry experience. She previously worked at Lincoln Investment for nine years and at Legend Equities Corporation for 14 years. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice. The firm delivers investment management through an in-house team and independent advisors, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships that support its services nationwide.

Joseph Caterina Jr. is a CFP®-certified financial advisor with 27 years of industry experience. He is affiliated with Capital Analysts and has been associated with Lincoln Investment Planning, Inc. since 2007. Caterina also services a book of fixed annuity policies originally held by a retiring Lincoln Investment representative. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, 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 using a proprietary mutual fund screening process.

Dara Federici is a financial advisor with Capital Analysts, holding a Series 66 designation and two years of industry experience. Prior to her advisory role, she has worked in various customer service positions, including as a food server at Filomena's Cucina Rustica. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a combination of in-house discretionary teams and independent advisors, supported by proprietary mutual fund screening and institutional partnerships.