Valerie Visconti is a financial advisor at Capital Analysts with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Valic Investment Services Company and The Variable Annuity Marketing Company. She has been with Capital Analysts and Lincoln Investment since 2020. 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.

Andrew La Forge is a financial advisor at Capital Analysts with seven years of industry experience. He holds a Series 66 designation and has previously worked with Lincoln Investment and West Coast Financial. La Forge serves as treasurer and board member of The Beach Responsibly Project, a nonprofit focused on Florida beach cleanups. 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 advisors, utilizing both discretionary and non-discretionary investment approaches supported by an in-house investment management team.

Chelsea Gordon is a Certified Financial Planner® with 10 years of industry experience. She has worked at Lincoln Investment since 2013 and currently operates in New Hope, PA. Gordon assists clients with retirement, investment, and education planning through her affiliation with Lincoln Investment. 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.

Stephen Schultz is a financial advisor with Capital Analysts, holding a Series 66 designation and 12 years of industry experience. He has worked at Lincoln Investment Planning since 2014 and joined Capital Analysts in 2023. 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.

Amber Andre is a financial advisor with Capital Analysts in Slidell, LA, holding Series 65 and Series 63 credentials and 11 years of industry experience. She has been affiliated with Lincoln Investment since 2015 and SABADIE GROUP since 2014. Outside of her advisory work, she is a member of the Slidell Kiwanis Club and coaches youth volleyball. Capital Analysts serves both retail and institutional clients by providing 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 teams. The firm combines discretionary and non-discretionary investment management with a proprietary mutual-fund screening process and maintains institutional relationships that support a range of cash sweep products and retirement services.

Rachel Golding is a financial advisor with Capital Analysts in Rochester, NY, holding a Series 66 designation and four years of industry experience. She has prior experience at Lincoln Investment and The Legend Group and owns a photography business specializing in family, children, and pet portraits. 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 through a combination of discretionary and non-discretionary approaches, utilizing proprietary fund screening and maintaining institutional relationships to support a range of investment products and retirement-plan services.

Brian Alchermes is a financial advisor at Capital Analysts with 15 years of industry experience and holds a Series 63 designation. His prior work includes roles at Lincoln Investment, Mutual Inc., PlanMember Securities Corporation, and Bespoke Wealth Management. He is also owner of several related business entities involved in insurance sales and tax accounting. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and charitable organizations. The firm provides portfolio management through both discretionary and non-discretionary approaches, utilizing proprietary fund screening and offering access to third-party managers and retirement-plan advice.

Damian Caruso is a financial advisor at Capital Analysts with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Investment Planning, Inc. since 2006. Outside of his advisory role, he is the sole member of DJC Financial Advisors, LLC, an entity created for tax-related purposes. 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 advisors and in-house investment teams.

Merrie Leighton is a financial advisor at Capital Analysts with 44 years of industry experience. She has been with Capital Analysts since 1981 and also works with Lincoln Investment. In addition to her advisory role, she is involved in sales of group life, disability, and health insurance, as well as fixed insurance and annuity sales that include needs analysis, estate planning, and financial planning. 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 and retirement-plan advice through a combination of discretionary in-house investment management and advisor-managed solutions, supported by a proprietary mutual fund screening process and institutional partnerships.

Frank Pelosi Jr. is a financial advisor with Capital Analysts, holding a Series 63 designation and 36 years of industry experience. His prior work includes roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. He is also president of Pelosi Insurance Agency Inc., an independent insurance agency specializing in property and casualty insurance and income tax preparation. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm delivers investment management through a combination of discretionary in-house management and non-discretionary advisory services, supported by proprietary mutual fund screening and institutional relationships.

Zachary Craggs is a financial advisor at Capital Analysts with Series 63 and Series 65 licenses and nine years of industry experience. He has been with Lincoln Investment since 2016 and worked briefly at Berlin Packaging the same year. 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 proprietary investment management strategies.

James Burr is a financial advisor with Capital Analysts, holding a Series 66 designation and 15 years of industry experience. He has worked with Huntington Learning and Lincoln Investment Planning, Inc. since 2011. Outside of his advisory role, Burr is engaged in tutoring services as a sole proprietor and independent tutor. 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 advisors and an in-house investment management team using a proprietary screening process to build model portfolios.

Cynthia Egan is a financial advisor with Capital Analysts who holds a Series 63 designation and has 37 years of industry experience. She has worked at Lincoln Investment Planning, Inc. since 1998 and operates her own firm, Egan Wealth Management, serving as president. In addition to her advisory roles, she has been involved with the University of Pittsburgh and the Pittsburgh Press Company over several decades. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, 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.

Rae Kim is a financial advisor with Capital Analysts in Warren, NJ, holding Series 63 and Series 65 licenses and 25 years of industry experience. She has worked at Lincoln Investment since 2012 and has been associated with Capital Analysts Incorporated since 2004, as well as operating Kim Financial Group since 2002. Outside of her advisory work, Kim owns a real estate investment business managed by a third party and sells fixed life, disability, and long-term care insurance products through her firm. Capital Analysts serves a broad client base including individuals, 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.

Christine Reierson is a financial advisor at Capital Analysts with 13 years of industry experience. She holds Series 63 and Series 65 credentials and has worked at Lincoln Investment since 2011 and with Allen Knox Associates since 2001. Reierson serves as Chair of the North Fayette Valley Community Coalition Executive Team, a group that supports youth programs in her community. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a network of independent advisors and in-house investment management.

Jeffrey Faller is a financial advisor at Capital Analysts with seven years of industry experience. He holds the Series 66 designation and has worked at Lincoln Investment Planning, LLC since 2018. Outside of advisory work, he is involved in insurance sales through The Faller Company LLC. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, and charitable organizations, offering portfolio management and retirement-plan advice. The firm employs both discretionary and non-discretionary investment approaches, supported by an in-house Investment Management & Research team and third-party managers.

Deborah James is a CFP® professional with 31 years of industry experience. She is currently affiliated with Capital Analysts and has previously worked at Lincoln Investment LLC, Signator Investors, Signator Financial Services, J.W. Cole Advisors, and Valic Financial Advisors. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of advisors and in-house investment management utilizing a proprietary mutual-fund screening process.

Jeffrey Bannon is a financial advisor with Capital Analysts, holding a Series 66 license and 17 years of industry experience. He has professional affiliations with The Rawls Group, where he assists family-owned businesses with succession planning, and Pacific Southwest Financial, providing life insurance solutions. Bannon also serves as Vice President and CFO of the Sideline Supporters Boosters Club, a nonprofit supporting youth sports. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm integrates discretionary and non-discretionary investment management supported by an in-house research team and maintains institutional relationships to deliver a range of investment services.

Alexis Cain is a financial advisor at Capital Analysts with eight years of industry experience. She holds a Series 66 designation and has worked at Lincoln Investment Planning, LLC since 2016. Outside of finance, she has been involved with Retro Fitness of Fairless Hills since 2013. 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, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Paul Kilday Jr. is a financial advisor at Capital Analysts with 14 years of industry experience. He holds the Series 63 and Series 65 designations and has previously worked at Guardian Life and Guardian Investor Services. He is also a producer for Triple V, Inc., operating as Marshall Wealth Management. 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 and retirement-plan advice through a combination of discretionary investment management by an in-house team and non-discretionary services via advisors and third-party managers.