Eric Hershman is a financial advisor with Capital Analysts, holding a Series 63 designation and 43 years of industry experience. He has worked at Lincoln Investment since 2012 and has been with Capital Analysts Incorporated since 2001. Outside of his advisory work, he owns Hershman & Associates, a business focused on the sales and service of insurance-related products. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm provides 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.

Richard Borkowski is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Lincoln Investment since 2012. Outside of his advisory role, he owns Borkowski Financial Services, a fixed insurance business focused on sales and service for fixed products. 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.

Lee Kern is a financial advisor with Capital Analysts in Rochester, NY, holding a Series 63 designation and 17 years of industry experience. He has worked at Lincoln Investment since 2017 and previously at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, Kern owns and operates an S-Corp that enrolls qualified individuals in Medicare plans and provides insurance and fixed product services. 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 combination of in-house research and third-party managers.

Thomas Maxey is a financial advisor with Capital Analysts in Southfield, MI, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been involved with several firms, including Lincoln Investment, Great American Advisors, Inc., and Consolidated Financial Corp. Outside of advisory work, Maxey is engaged in entrepreneurial activities such as operating CD Busters, a web-based platform offering fixed annuities. 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, custom and model portfolios, access to third-party managers, and retirement-plan advice through a combination of discretionary and non-discretionary investment management.

David Enos is a financial advisor at Capital Analysts with three years of industry experience. He holds the Series 66 designation and has worked at both Capital Analysts and Lincoln Investment since 2023. Outside of financial services, Enos has been involved with Yards Brewing Company since 2017 and previously with Schulson Collective from 2015 to 2017. Capital Analysts serves a range of clients, including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm combines discretionary investment management from an in-house team with advisor- and third-party-managed solutions, employing a proprietary mutual fund screening process called CAPSL.

James Conner is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has worked at Capital Analysts and Lincoln Investment since 2022, and previously spent over three decades with First Command Financial Services and related entities. Outside of his advisory work, Conner is the founder, president, and coach of the Marlton Volleyball Club, which organizes teams that compete in regional tournaments. 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 independent advisors and employs both discretionary and non-discretionary investment management supported by a proprietary mutual fund screening process.

Larry Daigneau is a financial advisor with Capital Analysts based in Syracuse, NY, holding a Series 63 designation and 24 years of industry experience. He has worked with Lincoln Investment since 2017 and previously spent extensive periods at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, he is the owner and president of Money Map Mentors, a corporation established for tax and payroll purposes. 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 advisors and in-house investment management using a proprietary mutual fund screening process.

Mark Hemphill is a financial advisor with Capital Analysts, holding a Series 63 designation and over 30 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1995. 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 advisors and firm-managed programs.

Kevin Sokolow is a financial advisor with Capital Analysts in Tallahassee, FL, holding Series 66 and Series 65 licenses and bringing 27 years of industry experience. He has worked with Lincoln Investment LLC since 2016 and has been involved with Gabor Financial Solutions since 1999. Outside of advising, he serves as president of The Gabor Agency, Inc., which provides insurance and retirement options to employees of Florida state colleges and universities. 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 through a combination of discretionary in-house management and non-discretionary advisor-managed and third-party options, supported by proprietary research and institutional relationships.

Allen Laya is a ChFC® certified financial advisor with 54 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2005 and previously spent four years at PMG Asset Management Inc. He is currently with Capital Analysts in Lombard, IL. Capital Analysts serves a range of retail and institutional clients, including high-net-worth individuals, 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.

Victoria McDonald is a CFP®-credentialed financial advisor with Capital Analysts, bringing 40 years of industry experience. She has worked at Lincoln Investment Planning, Inc. since 1986 and is a partial owner of Budding IP Properties, an LLC created for real estate rental holdings. 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.

Casey Caldwell is a financial advisor at Capital Analysts with 13 years of industry experience. He holds the ChFC® designation and Series 63 license. Caldwell has worked at Lincoln Investment since 2016 and is also affiliated with The Gabor Agency. 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 combination of discretionary and non-discretionary investment management supported by an in-house Investment Management & Research team.

Michael Howard is a financial advisor with Capital Analysts based in Hartford, CT, holding a Series 63 designation and over 50 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2004 and has been involved with Howard Financial Planners, Inc. and Howard Financial Corporation since the mid-1970s. Outside of his advisory roles, he is co-president of Howard Financial and Associates PLLC, which is involved in insurance and fixed annuities. Capital Analysts serves a diverse client base that includes retail and institutional investors, providing portfolio management, custom and model portfolios, and retirement-plan advice. The firm operates through a nationwide network of independent advisors and offers both discretionary investment management via its in-house team and non-discretionary services through third-party managers.

Allan Dunlap is a financial advisor with Capital Analysts who holds a Series 63 designation and has 39 years of industry experience. He has worked at Capital Analysts since 1995 and has also been affiliated with Lincoln Investment since 2012 and Fidelity Union/Allianz Life Insurance since 1975. Outside of advisory services, he works as a general agent and producer in insurance. 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, third-party manager access, and retirement-plan advice. The firm combines discretionary and non-discretionary investment management through an in-house research team and independent advisors, utilizing a proprietary mutual fund screening process called CAPSL.

David Ciambella is a financial advisor with Capital Analysts in Orlando, FL, holding a Series 63 designation and over 30 years of industry experience. He has worked at Lincoln Investment since 2012 and has been associated with Capital Analysts Inc. since 2006, as well as Lincoln Financial Advisors Corporation since 1998. Ciambella serves as a board member of the International Succession Planning Association and works in business succession planning through roles at The Rawls Company and the Family Business Resource Center. Capital Analysts serves a mix of retail and institutional clients, 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 ERISA/403(b) retirement-plan advice, delivering investment management both on a discretionary basis through an in-house team and non-discretionary via advisors and third-party managers.

Harry Forst is a CFP® with over 42 years of experience in the financial industry, currently serving at Capital Analysts. He has been with Lincoln Investment Planning, Inc. since 1983. Capital Analysts provides portfolio management and retirement-plan advice to a diverse client base that includes individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers both discretionary and non-discretionary investment management through an in-house research team and a nationwide network of independent advisors.

Daniel Mc Avoy is a Series 66 licensed financial advisor with five years of industry experience. He is currently with Capital Analysts and Lincoln Investment, having previously worked at Angelo Planning Group and The Legend Group. 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 through a nationwide network of independent advisors and firm-managed programs.

Matthew Macho is a CFP® professional with 23 years of industry experience. He is affiliated with Capital Analysts and has previously worked at Lincoln Investment and Voya Retirement Advisors, LLC. Capital Analysts serves a range of retail and institutional clients, including high-net-worth individuals, 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 of independent advisors and in-house investment management.

Salvador Flores Chatfield is a financial advisor at Capital Analysts with 11 years of industry experience. He previously worked at Horace Mann Investors, Inc. and Horace Mann Companies. Outside of his advisory role, he serves as President of the Covina Valley Optimist Club, a nonprofit focused on youth sports scholarships, and is a commissioner on the City of Covina Finance Advisory Commission. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and an in-house investment management team that utilizes a proprietary mutual-fund screening process.

Lawrence Hendershot is a financial advisor with Capital Analysts and holds Series 63 and Series 65 licenses. He has 44 years of industry experience and has been affiliated with Lincoln Investment Planning, Inc. for 39 years. Additionally, he serves as the executive director of a nonprofit organization called WALK THE WALK, which supports charitable activities. Capital Analysts serves both retail and institutional clients, 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 independent advisors and utilizes an in-house Investment Management & Research team alongside third-party managers.