Nellie Forst is a financial advisor with Capital Analysts in Fort Washington, PA, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has worked at Lincoln Investment and Capital Analysts since 2015. Outside of advisory work, she is involved in managing a rental property. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Todd Wartman is a financial advisor with Capital Analysts in Fort Washington, PA, holding Series 63, 65, and 66 licenses and bringing 30 years of industry experience. His career includes roles at Lincoln Investment since 2012 and Capital Analysts Incorporated since 2007, as well as a brief tenure at Fifth Third Securities. Capital Analysts serves a diverse client base including individual, high-net-worth, trust, foundation, business, and charitable organization clients, providing portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors. The firm offers investment management via an in-house discretionary team and non-discretionary advisory channels, incorporating proprietary screening tools and maintaining institutional relationships to support its services.

Bryan Kee is a financial advisor with Capital Analysts in Fort Washington, PA, holding a Series 66 designation and four years of industry experience. He has worked at Lincoln Investment and Capital Analysts since 2022. Prior to his advisory roles, he held positions at Drexel University and UPS. 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 of independent advisor representatives and firm-managed programs.

Zachary Carr is a financial advisor at Capital Analysts with two years of industry experience. He holds the Series 66 designation and has worked concurrently at Capital Analysts and Lincoln Investment since 2024. Prior to his advisory career, he spent 14 years in primary education followed by four years in college education. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management and retirement-plan advice. The firm delivers investment management through both discretionary in-house teams and non-discretionary advisors, utilizing proprietary screening processes and offering tax-aware portfolio options.

Kyle Webster is a CFP® with 13 years of industry experience, currently serving at Capital Analysts since 2020. His prior roles include positions at Lincoln Investment, Ascensus LLC, and THE Vanguard Group, Inc. Capital Analysts provides investment advisory services to a diverse client base including individuals, 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 proprietary screening processes.

Edward Forst Jr. is a CFP® with 46 years of industry experience, currently serving at Capital Analysts in Fort Washington, PA. He has been affiliated with Lincoln Investment Planning, Inc. since 1980 and Linsure, Inc. since 1986. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing 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.

Gregory Bender is a financial advisor at Capital Analysts with 14 years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Investment Planning and Valley Forge Asset 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, custom and model portfolios, third-party manager access, and retirement-plan advice, delivering investment management through both discretionary and non-discretionary approaches supported by an in-house research team.

Shashi Mehrotra is a CFA® charterholder with 30 years of industry experience. He is currently with Lincoln Investment since 2017 and previously worked at Legend Equities Corporation for 22 years. Mehrotra serves as a board member of Aqua Pulsar, a water treatment company, providing strategic and financial advice, and participates on the investment committee of Encompass Wealth & Legacy Planning, contributing to client presentations and decision-making processes. 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, and retirement-plan advice through a nationwide network of advisors, utilizing both discretionary and non-discretionary investment management supported by proprietary mutual-fund screening and institutional relationships.

Tamara Indianer is a CFP®-certified financial advisor with over 31 years of industry experience. She is currently with Capital Analysts and has previously worked extensively with Lincoln Investment and Managed Benefits Group. Indianer serves on several committees and boards focused on financial literacy, education, and nonprofit advocacy, including the CRES Committee, Neurofibromatosis Northeast, and MASBO’s Vendor Advisory Committee. 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 advisor representatives and in-house investment management. The firm integrates institutional resources and proprietary investment screening processes to support its client offerings.

Mark Ayers is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Capital Analysts since 2023. He previously worked for The Vanguard Group for 15 years and holds a Series 63 license. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers portfolio management, advisor-managed and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.