Marlton, NJ 10000 Sagemore Dr. Office

Zachary Rhoda is a financial advisor at Capital Analysts with two years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Investment, Clearpath Wealth Partners, and Rev.com. Outside of finance, his background includes roles in education and in the food service industry. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm employs an in-house Investment Management & Research team that manages discretionary portfolios using proprietary screening processes and offers a variety of advisory services tailored to client needs.

James Burr is a financial advisor with Capital Analysts in Marlton, NJ, holding a Series 66 designation and 15 years of industry experience. He has worked concurrently at Huntington Learning and Lincoln Investment Planning, Inc. since 2011. Outside of his advisory role, Burr operates several tutoring businesses as an independent tutor and sole proprietor. 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, custom portfolios, and access to third-party managers, supported by an in-house investment management and research team and proprietary mutual fund screening.

Matthew Voliva is a financial advisor with Capital Analysts, holding a Series 66 designation and 15 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2011. Capital Analysts serves a wide range of clients including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs and utilizes an in-house Investment Management & Research team to guide investment decisions.

Susan Marino is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. Her prior experience includes 11 years at Van Eck Associates Corporation and Van Eck Securities Corporation, followed by roles at Lincoln Investment since 2018. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with access to proprietary model portfolios and third-party managers, supported by an in-house investment management and research team.

Stephen Mc Entee is a financial advisor with Capital Analysts in Marlton, NJ, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Lincoln Investment, Milestone Wealth Management, QPSI, and Immaculata University. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team and offers a range of advisory services through both proprietary and third-party model portfolios.

Dara Federici is a Series 66 licensed financial advisor with Capital Analysts, based in Marlton, NJ, and has two years of industry experience. Prior to her advisory role, she has worked in various service positions including as a food server at Filomena's Cucina Rustica in Berlin. Capital Analysts serves a diverse client base including individuals, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management supported by an in-house investment management and research team.