Steve Shelgren is a financial advisor at Capital Analysts with 43 years of industry experience. He holds a Series 63 designation and has worked with firms including WWR, Lincoln Investment Planning Inc., and his own Shelgren Financial Group, Inc. Outside of advising, he is a limited partner in land and water rights investments. Capital Analysts serves a diverse 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.

William Trembler is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has spent 32 years at Lincoln Investment Planning, Inc. 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 teams.

Donald Moore Sr. is a ChFC® credentialed financial advisor with 40 years of industry experience. He is currently with Capital Analysts and has worked at Lincoln Investment since 2012 and Cincinnati Analysts, Inc. from 1999 to 2012. Moore also serves on the Advisor Advisory Council of the Insured Retirement Institute. 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, access to third-party managers, and retirement-plan advice through a network of independent advisors and in-house investment teams.

Charles Tamburello is a financial advisor with Capital Analysts and holds Series 63 and Series 66 credentials. He has 40 years of industry experience, including 16 years at Lincoln Investment Planning Inc. Additionally, he has been affiliated with Hofstra University since 1983. 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 delivered through a nationwide network of independent advisors and in-house investment management.

Richard Ahumada is a financial advisor with Capital Analysts in El Paso, TX, holding Series 63 and Series 65 credentials and over 33 years of industry experience. His prior firms include Lincoln Investment, Regulus Financial Group, Woodbury Financial Services, Questar Capital Corporation, and PRUCO Securities. Outside of his advisory work, he owns Southwest General Merchandisers, where he produces and sells paintings, jewelry, and other crafts. Capital Analysts serves a diverse client base, including retail and institutional investors, trusts, and charitable organizations, providing portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm’s investment management combines discretionary in-house management with non-discretionary third-party advisor solutions, supported by proprietary fund screening and institutional partnerships.

Joyce Alsbury is a financial advisor with Capital Analysts in Renton, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. Her career includes roles at Lincoln Investment Planning, Inc. since 2012 and Valic Financial Advisors from 2003 to 2012, alongside 12 years in insurance sales. 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 nationwide network of independent advisors and employs both discretionary and non-discretionary investment approaches supported by an in-house research team.

Mario Dilisciandro is a financial advisor with Capital Analysts in Marlton, NJ, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with CTC, L.L.C. since 2012 and Lincoln Investment Planning, Inc. since 2010. Outside of his advisory roles, Dilisciandro serves as Board Chair for both the Mantua Township Municipal Utilities Authority and the Gloucester County Library System. Capital Analysts provides portfolio management and retirement-plan advice to a range of clients, including individual investors, trusts, foundations, and institutions. The firm offers discretionary and non-discretionary investment management through an in-house team and supports its services with a proprietary mutual-fund screening process and partnerships with third-party managers.

Daniel Hernandez is a CFP® professional with 39 years of industry experience. He is affiliated with Capital Analysts and has been associated with Lincoln Investment Planning, Inc. since 1987. Outside of his advisory work, Hernandez serves as president of the Favorite Harbor Condo Association, where he oversees projects and maintenance. 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 both discretionary and non-discretionary approaches, utilizing an in-house research team and proprietary mutual fund screening process.

Devin Cruea is a financial advisor with Capital Analysts in Lakewood, NY, holding Series 63 and Series 65 designations and seven years of industry experience. He previously worked at Lincoln Investment and Paychex Inc and has served as a paid assistant coach for modified football at Frewsburg Central School. In addition, he works as a sales representative for Medicare supplement and advantage plan sales. 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, and retirement plan advice. The firm combines in-house discretionary investment management with non-discretionary advisory services and collaborates with third-party managers, supported by institutional relationships and proprietary portfolio construction processes.

Howard Aspacher is a CFP® with 44 years of industry experience. He is currently with Capital Analysts and has previously worked at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. 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 advisory services through a nationwide network of independent advisors and in-house investment management.

Charles Lewandowski Sr. is a CFP® professional with 24 years of experience in the financial industry. He has been with Lincoln Investment Planning, Inc. since 2005 and briefly worked at Planmember Securities Corporation in 2005. Lewandowski receives residual renewal commissions from prior insurance business but no longer offers 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, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and internally managed programs.

Marc Silverstein is a financial advisor with Capital Analysts and holds a Series 63 designation. He has 29 years of industry experience, including roles at Lincoln Investment, National Life Group, and Equity Services, Inc. Outside of his advisory work, he is president of MAS Group, Inc., which is involved in property and casualty insurance sales and service. Capital Analysts serves retail and institutional clients, 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 and employs a proprietary mutual-fund screening process for portfolio construction.

Matthew Oppedisano is a financial advisor at Capital Analysts with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Lincoln Investment and Legend Equities Corporation. Capital Analysts serves retail and institutional clients, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice. The firm combines discretionary and non-discretionary investment management supported by an in-house research team using a proprietary mutual fund screening process.

Matthew Voliva is a financial advisor with Capital Analysts and holds the Series 66 designation. He has 15 years of industry experience, having 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 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.

Liam Mc Guire is a financial advisor at Capital Analysts with a Series 66 designation and two years of industry experience. His prior work includes roles at Lincoln Investment and a five-year period at Azie Media. 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, advisor-managed custom and model portfolios, third-party manager access, and retirement plan advice through a nationwide network of independent advisors and in-house investment management.

Cody Johnson is a financial advisor with Capital Analysts in Tallahassee, FL, holding Series 63 and Series 65 credentials and possessing 13 years of industry experience. He has worked at Lincoln Investment and The Gabor Agency since 2016. Capital Analysts serves a mix of retail and institutional clients, including high-net-worth individuals, 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.

David Pensyl is a financial advisor with Capital Analysts in Pittsburgh, PA, holding Series 63 and Series 65 licenses and seven years of industry experience. He has worked at Lincoln Investment since 2019 and previously held roles at Citizens Securities, Citizens Bank, Robert Morris University, and Capstone Logistics. He also assists Cynthia Egan, a senior financial advisor at Lincoln Investment, with client service and portfolio management tasks. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers discretionary and non-discretionary investment management through an in-house team and third-party managers, utilizing a proprietary mutual fund screening process and providing retirement-plan advice across a nationwide network of independent advisors.

Michael Sliney is a financial advisor at Capital Analysts with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Lincoln Investment, Franklin/Templeton Distributors, and Putnam Investment Management. He is also co-owner of TS Advisors, LLC, a company focused on payroll, benefits, and employee management. 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 nationwide network of advisors, employing both discretionary and non-discretionary investment management supported by proprietary mutual fund screening.

Mark Lapsevich is a financial advisor with Capital Analysts, holding 24 years of industry experience. Outside of his advisory role, he is a musician and owner of Park Place Productions, a musical entertainment business he has been involved with since 1989. He also worked with Northcoast Entertainment Memphis-Ridge Music Center from 2014 to present and spent 20 years with Brunswick City Schools. Capital Analysts serves a diverse client base including individual investors, trusts, foundations, and institutional clients. The firm offers portfolio management, advisor-managed portfolios, third-party manager access, and retirement-plan advice, delivering investment management through both discretionary in-house teams and non-discretionary advisor and third-party manager relationships.

Andrew Ramsey is a financial advisor at Capital Analysts with six years of industry experience. He holds the Series 66 designation and has worked at Capital Analysts and Lincoln Investment since 2018. Prior to his advisory roles, he spent time at PricewaterhouseCoopers and engaged in periods of full-time education. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, foundations, and businesses. 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 its in-house investment management and research team.