Kathryn Diduch is a CFP® professional with 38 years of experience in financial advising. She is affiliated with Capital Analysts and has worked with Lincoln Investment Planning, Inc. since 1993, as well as Hinton & Associates since 1988. Outside of her advisory roles, she is involved in managing investment-related entities and serves as president of East Texas Wealth Planning Advisors, Inc. 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, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Garrett Gray is a financial advisor with Capital Analysts and has 11 years of industry experience. He has worked at Lincoln Investment since 2014 and has additional business activities in property and casualty insurance as a producer and agent. Capital Analysts serves retail and institutional clients, including high-net-worth investors and charitable organizations. The firm provides portfolio management through an in-house investment management team and independent advisors, offering custom portfolios, access to third-party managers, and retirement-plan advice.

Keith Nebel is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2005 and serves as a lieutenant with the New York City Fire Department. Nebel is also a board member of Lil' Bravest, a charitable organization supporting children affected by cancer and other childhood diseases. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable clients, offering portfolio management, advisor-managed portfolios, and retirement-plan advice. The firm provides investment management through both an in-house team using a proprietary mutual fund screening process and third-party managers, operating nationally through independent advisors and firm-managed programs.

Zachary Rhoda is a financial advisor at Capital Analysts with two years of industry experience. He holds the Series 66 designation and has previously worked at Lincoln Investment, Clearpath Wealth Partners, and Rev.com. His background also includes roles outside finance, such as positions in education and the public library system. 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, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Noelle Smith is a financial advisor with Capital Analysts based in Asheville, NC, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. She previously worked at Lincoln Investment for nine years and Legend Equities Corporation for 23 years. Outside of her advisory role, she serves as Treasurer of the Broadway Asheville Homeowners Association. 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, providing both discretionary investment management through an in-house team and non-discretionary options via advisors and external managers.

Jeffrey Flamman is a financial advisor with Capital Analysts in Mount Pleasant, SC, holding Series 63, 65, and 66 designations and 41 years of industry experience. He has worked at Lincoln Investment since 2010 and has longstanding affiliations with PMG Securities Corporation and Home Life dating back to the 1980s. Outside of his advisory work, he is a part owner of an online retail business, MoneyGiftShop.com. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations. The firm offers portfolio management and retirement plan advice through a network of independent advisors and internal teams, deploying both discretionary and non-discretionary investment approaches supported by proprietary screening methods and institutional partnerships.

Jeffrey Wilhelms is a financial advisor with Capital Analysts in Tempe, AZ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Lincoln Investment since 2010 and previously with MM Ascend Life Investor Services and Voya Financial Partners. In addition to advisory work, he is involved in fixed insurance sales and life insurance and fixed annuity products. Capital Analysts serves a range of clients including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, advisor-managed model portfolios, and retirement-plan advice through a nationwide network of independent representatives and an in-house investment management and research team.

Melin Gonzalez is a financial professional at Capital Analysts with eight years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Investment and La Jefa LLC. In addition to her advisory role, she volunteers to assist with marketing and digital media for a fitness center owned by her husband. 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, advisor-managed custom and model portfolios, and retirement plan advice through a nationwide network of independent advisors and in-house investment management.

William Voliva is a CFP®-certified financial advisor with Capital Analysts, based in Marlton, NJ, and has 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 range of clients, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice. The firm provides investment management through both discretionary and non-discretionary approaches, supported by an in-house research team and proprietary mutual fund screening processes.

Jonathan Sawchuk is a financial advisor with Capital Analysts in Farmington Hills, MI, holding a Series 66 designation and five years of industry experience. He has worked at Lincoln Investment since 2020 and previously spent time at Endless Possibilities and the Renaissance Charter School at Crown Point. Outside of advisory work, he operates Sawchuk Solutions, LLC, a holding company for tax purposes. 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 and firm-managed programs.

Antonio Fernandez Salvador is a financial advisor with Capital Analysts, holding Series 65 and Series 66 licenses and 27 years of industry experience. His prior roles include positions at Lincoln Investment, Legend Equities Corporation, and MSI Financial Services, Inc. He has been with Capital Analysts since 2025 and concurrently worked at Lincoln Investment since 2017. Capital Analysts serves a diverse clientele, 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 in-house investment management.

Claudia Hall is a financial advisor at Capital Analysts with 10 years of industry experience and holds a Series 66 designation. Her prior work includes roles at Lincoln Investment, Inspire Advisors, LLC, and Thrivent Financial. 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 in-house investment management.

Harold Hill is a financial advisor with Capital Analysts, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1992 and has been affiliated with Rutgers University and the New Jersey Army National Guard for over four decades. In addition to his advisory work, he serves as Chairman of the Community Friendship Foundation, focusing on community service projects. Capital Analysts serves a diverse client base including retail and institutional investors, trusts, and charitable organizations, offering 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. The firm provides both discretionary and non-discretionary investment management, supported by an in-house research team that utilizes a proprietary mutual fund screening process.

Richard Marek is a Series 66-registered advisor with Capital Analysts, based in Rancho Mirage, CA, and has 15 years of industry experience. His prior roles include positions at Lincoln Investment Planning, Ameriprise Financial Services, Bank of America, and Merrill Lynch. He is also an insurance agent, providing life, long-term care, disability, and fixed annuity products tailored to client needs. 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 nationwide network of independent advisors and in-house investment management utilizing a proprietary mutual fund screening process.

Christopher Wyzgowski is a financial advisor with Capital Analysts and holds Series 63 and Series 66 credentials. He has 23 years of industry experience, including 15 years at VALIC Financial Advisors and more recent roles at Agia, Lincoln Investment, and Capital Analysts. Outside of advisory work, he is involved in insurance sales through WealthGuide Advisors LLC and THG Financial, specializing in life, long-term care, and fixed annuities. He is also the founder of NFMB, LLC, a tax/accounting entity. 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 nationwide network of independent advisors and firm-managed programs.

Gretchen Rehm is a financial advisor with Capital Analysts and Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. Her career includes 18 years at Horace Mann Investors before joining her current firms in 2021. Outside of advising, she serves on a local school board and participates on the board of a nonprofit that allocates educational grants. Capital Analysts serves a broad 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 both discretionary and non-discretionary services supported by an in-house investment management and research team.

Jeffrey Faller is a CFP®-credentialed financial advisor with 37 years of industry experience, currently affiliated with Capital Analysts. He has been with Lincoln Investment Planning Inc since 2008. Outside of his advisory role, he is a 50% owner of The Faller Company LLC, which provides life and health insurance sales and services. Capital Analysts serves both retail and institutional clients, offering portfolio management, customized advisor-managed portfolios, and retirement-plan advice through a network of independent advisors. The firm employs a proprietary screening process and provides discretionary and non-discretionary investment management, working with third-party managers and maintaining institutional relationships to support a range of investment products.

Chase Polly is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. His background includes roles at Lincoln Investment, Horace Mann Investors, and First Choice Insurance & Financial Services, where he operates his own financial services and marketing business. Polly is also involved in his wife's nature school business, assisting with financial and operational management. Capital Analysts serves a diverse client base, including individual and institutional investors, trusts, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a combination of in-house discretionary management and advisor-led non-discretionary services, supported by proprietary investment screening and model portfolios.

Shauna Kehrmeyer is a Series 66-licensed financial advisor at Capital Analysts with seven years of industry experience. Her previous roles include positions at Lincoln Investment LLC and Equitable Bank. She also serves as Director of Client Services for Marshall Wealth Management, assisting with client service operations. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, and institutional clients, providing portfolio management through both discretionary and non-discretionary approaches. The firm supports its services with an in-house Investment Management & Research team and a nationwide network of independent advisors.

Robert Koekkoek is a financial advisor with Capital Analysts in Muskegon, MI, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at Capital Analysts since 2023 and has prior experience with Lincoln Investment and Legend Equities Corporation. Outside of his advisory role, he serves as a basketball referee. 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, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice delivered through a nationwide network and an in-house Investment Management & Research team.