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  • About
    • What We Do
    • How We Do It
    • Our Team
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    • CFM Horizon™
    • Investment Planning
    • Financial Planning
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    • Personal Retirement Planning
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Our Team

Our Team


Our breadth of expertise and knowledge provides multiple resources and avenues for solutions. Get to know more about us personally.

Contact Us

Mark Ciulla

CPA | Managing Director

Patrick Hanratty

CPA, CFP®, RF™ | Managing Director

Neil Waxman

CFP® | Managing Director

Zachary Abrams

CFP® | Manager, Wealth Management

Rob Holub

CFA, CFP® | Chief Investment Strategist

Melissa Costello

CFP® | Financial Analyst, Director of Compliance

Mary Kozar

CFP® | Senior Analyst

Daniel O'Brien

MBA, CFP® | Manager, Wealth Management & Portfolio Analysis

Nathan Creviston

CFP®, ChFC®, RICP® | Manager, Wealth Management & Portfolio Analysis

Jacob Baucco

Investment Associate

Erin Donahue
Wealth Management Associate

Sandi Andrews

APMA®, CMFC® | Assistant Analyst, Administrator

Susie Hendricks

Investment Administrator

Candice Smith

Investment Administrator

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News & Insights

Market Conditions Q2 2025

By Zach Abrams • April 23, 2025
Market Conditions Q2 2025

Retirement Planning Checklist

By Zach Abrams • March 12, 2025
Retirement Planning Checklist

Social Security Fairness Act

By Nate Creviston • January 7, 2025
Social Security Fairness Act
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NAVIGATION
  • About
    • What We Do
    • How We Do It
    • Our Team
  • Services
    • CFM Horizon™
    • Investment Planning
    • Financial Planning
    • Estate Planning
    • Personal Retirement Planning
    • Corporate Executive & Retirement Planning
    • Business Succession
    • Insurance Management
  • Insights
    • Questions You Should Ask... Answers You Should Expect
    • News & Awards
    • reCap Blog
  • Contact
  • Client Access
    • Lincoln/Pershing
    • Schwab
    • TD Ameritrade
CONTACT  US

(216) 295-7900

(888) 295-7908

info@capitaladvisorsltd.com

1115 Tower East

Shaker Heights,

Ohio 44122


Please Note: Limitations. Different types of investments involve varying degrees of risk and volatility. Therefore, there can be no assurance that the future performance of any specific investment or investment strategy (including this Strategy), will be profitable, equal any specific performance level(s), be suitable for your portfolio or individual situation, or prove successful. At any specific point in time, or over any specific time-period, any investment or investment strategy can and will suffer losses, at times substantial losses. It should not be assumed that stocks with higher dividend growth will outperform those with lesser or no dividend growth.


It should not be assumed that stocks with higher dividend growth will outperform those with lesser or no dividend growth. No amount of prior experience or success should be construed that a certain level of results or satisfaction will be achieved if Capital Advisors is engaged, or continues to be engaged, to provide investment advisory services. Capital Advisors is not a certified public accounting firm, and no portion of its services should be construed as accounting advice. Moreover, you should not assume that any discussion or information contained in this document serves as the receipt of, or as a substitute for, personalized investment advisory services from Capital Advisors. A copy of our current written disclosure Brochure and Form CRS discussing our advisory services and fees is available upon request or at www.capitaladvisorsltd.com.


Aggregated Portfolio Data as of 12-19-2023.


S&P 500: a stock market index that tracks the performance of 500 of the largest publicly traded companies in the United States


Vanguard U.S. Dividend Growers: measure the performance of U.S. companies that have followed a policy of consistently increasing dividends every year for at least 10 consecutive years. The index excludes the top 25% highest-yielding eligible companies from the index.


Capital Advisors, Ltd., 20600 Chagrin Boulevard     1115 Tower East     Shaker Heights, Ohio 44122

Please review Important Disclosure Information set forth in the last section of this web site. Form ADV Form CRS FINRA Broker Check 






More information regarding this firm and its investment professionals can be found on Form ADV, Form CRS, and FINRA's BrokerCheck.

Please review Important Disclosure Information set forth in the last section of this web site.

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