James Eicholzer is a CFP® professional with over 21 years of experience in the financial industry. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Eicholzer also owns Eicholzer Tax Service, where he prepares personal income tax returns. He is an advisor at Capital Analysts, a firm that serves retail and institutional clients including high-net-worth investors, trusts, and charitable organizations. Capital Analysts offers portfolio management, custom and model portfolios, third-party manager access, and retirement plan advice, delivered through a nationwide network of independent representatives and an in-house investment management team.

Austen Lunt is a CFP® and Series 66 credentialed financial advisor with five years of experience, currently with Capital Analysts and Lincoln Investment. His prior work includes roles at Sewickley Car Store and Leones Pet Supply, and he has been involved in academia through La Roche University for nine years. Capital Analysts serves a broad 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, delivering investment management both through an in-house discretionary team and advisor-managed third-party managers.

Matthew Tehan is a financial advisor at Capital Analysts with 11 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including UBS Financial Services and Lincoln Investment. Outside of his advisory role, he occasionally works as a contractor for food delivery services. 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 and non-discretionary investment approaches, supported by an in-house Investment Management & Research team and partnerships with third-party managers.

Joseph Steward is a financial advisor with Capital Analysts based in Jacksonville, FL, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Lincoln Investment, Charles Schwab Bank, Charles Schwab, Fidelity Investments, and Core Realty LLC. Steward also coordinates Financial Peace University classes focused on budgeting and debt management. Capital Analysts serves 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 utilizes a proprietary mutual-fund screening process for model portfolios.

James Van Hollebeke is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 2009 and Shelgren Financial Group, Inc. since 2001. 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, utilizing both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.

Stephen Fallon is a CFP® with 31 years of industry experience currently with Capital Analysts. He has worked at Lincoln Investment since 2017 and previously spent 22 years at Legend Equities Corporation. Fallon is also Vice President, Director, and Owner of Suncoast Wealth Solutions, a financial planning and wealth management firm. 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 through a nationwide network of advisors and in-house investment management.

Deborah Hinten is a CFP® with 39 years of industry experience, currently serving at Capital Analysts. She has worked with Lincoln Investment Planning, Inc. since 2011 and has been involved with Consolidated Financial Resources, Inc. since 1982. Outside of advisory work, she holds administrative and managerial roles in several businesses, including a skin wellness line and construction-related companies. Capital Analysts serves a range of retail and institutional clients, providing portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm offers both discretionary and non-discretionary investment management, supported by an in-house research team that utilizes a proprietary screening process to construct portfolios.

Michael Pesendorfer is a financial advisor with Capital Analysts in Royal Oak, MI, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. His career includes 21 years at Legend Equities Corporation followed by nine years at Lincoln Investment. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, and institutional entities, providing 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.

Anthony Serino is a financial advisor with Capital Analysts in Tucson, AZ, holding a Series 66 designation and 18 years of industry experience. He previously worked at Lincoln Investment for nine years and Legend Equities Corporation for ten years. Additionally, he is a sales representative for individual and group health insurance policies through Blue Cross Blue Shield of Arizona. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, 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 in-house teams and non-discretionary advisors, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships that support a broad range of investment and retirement services.

John Natale is a financial advisor at Capital Analysts with 45 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His career includes 29 years at Lincoln Investment Planning, Inc. Outside of his advisory role, he is involved in life and disability insurance sales and fixed annuity sales. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and employs a proprietary mutual-fund screening process to construct model portfolios.

Karena Schwenk is a financial advisor at Capital Analysts with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Capital Analysts since 2014. Her prior experience includes positions at Lincoln Investment, Great American Advisors, Inc., and National Education Services. 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, 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.

Donna Wren is a financial advisor with Capital Analysts in Allison Park, PA, holding a Series 63 credential and 39 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1986. Outside of her advisory role, she is president and managing member of Donna L. Wren, LLC, an entity used for tax and accounting purposes. Capital Analysts serves retail and institutional clients, including individual investors, trusts, foundations, and retirement plans. The firm offers portfolio management and access to third-party managers through a nationwide network, employing both discretionary and non-discretionary investment approaches supported by an in-house research team.

John Scioli is a financial advisor with Capital Analysts, holding a Series 63 designation and over 31 years of industry experience. His prior work includes roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. 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 discretionary and non-discretionary approaches, leveraging an in-house Investment Management & Research team and third-party managers.

Lynne Jones is a financial advisor at Capital Analysts with 32 years of industry experience. She holds Series 63 and Series 66 designations. Her career includes long-term service at Valic Financial Advisors from 2002 to 2024, followed by roles at Agia and Lincoln Investment before joining Capital Analysts. 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 teams.

Jeffrey Campbell is a financial advisor with Capital Analysts, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2004. Outside of his advisory role, he is an owner and treasurer of Concept Hockey Position, a company offering hockey programs and coaching for college and youth players. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, and charitable organizations. The firm provides portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network and combines discretionary investment management with advisor-managed and third-party solutions.

Beth Peckman is a financial advisor at Capital Analysts with 18 years of industry experience. She holds Series 63 and Series 65 licenses and has been affiliated with Lincoln Investment Planning, Inc. since 1998. 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.

Steven Podgorski is a financial advisor with Capital Analysts in Lombard, Illinois. He holds the Series 63 and Series 66 designations and has 19 years of industry experience. Prior to joining Capital Analysts, he operated Aspire Financial Group and has been associated with Lincoln Investment since 2016. In addition to his advisory role, he services residual accounts related to life and health insurance through Aspire Financial 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, third-party manager access, and retirement-plan advice, utilizing both discretionary investment management from an in-house team and non-discretionary advisor and third-party options.

Nicholas Beiter is a financial advisor with Capital Analysts, holding a Series 63 designation and over 20 years of industry experience. His career includes roles at Capital Analysts since 2022, Lincoln Investment since 2017, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory work, he is involved in media ventures related to the bourbon industry, including co-creating and contributing to Breaking Bourbon, LLC, and founding Angel's Share Media, LLC, which focuses on press releases for bourbon and American whiskey brands. Capital Analysts serves a diverse client base of retail and institutional investors, offering portfolio management, custom and model portfolios, third-party manager access, and retirement plan advice through a nationwide network of independent advisors. The firm combines discretionary management by an internal Investment Management & Research team with advisor-led approaches, utilizing a proprietary mutual fund screening process for portfolio construction and tax-aware options.

Brian Hill is a ChFC® with 38 years of experience in the financial services industry. He has been with Capital Analysts since 1988 and also holds a long tenure at Lincoln Investment and John Hancock Mutual Life Insurance Company. In addition to advisory work, he is involved in life 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 network of independent advisors and internal programs, utilizing both discretionary and non-discretionary investment approaches supported by an in-house research team.

John Gergurich is a financial advisor at Capital Analysts in San Diego, CA, with 19 years of industry experience. He holds a Series 66 designation and has worked with Lincoln Investment since 2012, Capital Analysts since 2009, and Scripps Tax & Financial Group since 2006. He is also involved in life insurance planning and serves as CEO of Scripps Tax & Financial Group, which provides tax consultation and preparation services. Capital Analysts serves both retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors, combining discretionary and non-discretionary investment management supported by an in-house research team.