Asim Awan is a financial advisor with Capital Analysts in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. Prior to joining Capital Analysts in 2018, he worked at Lincoln Investment, Voya Financial Advisors, and Valic Financial Advisors. He is also the founding partner of Red River Wealth Advisors. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, utilizing an in-house investment management team and proprietary screening processes, with services that include custom portfolios and ERISA retirement plan advisory.

Nancy Dinh is a financial advisor at Capital Analysts with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with firms including Lincoln Investment, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, and Valic Financial Advisors. Outside of her advisory role, she is an executive vice-president of the DFW Asian American Citizens Council and part owner of an IT support services business with her spouse. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm uses discretionary and non-discretionary portfolio management supported by an in-house investment management team and offers tailored advisory services alongside its affiliation with Lincoln Investment.

Theresa Krupka is a financial advisor at Capital Analysts with 18 years of industry experience. She holds Series 63 and Series 65 credentials and previously worked at Valic Financial Advisors for 14 years before joining Capital Analysts and Lincoln Investment in 2021. She is the owner of TLK Financial, LLC, which provides insurance services including fixed life, disability, and long-term care products. Capital Analysts serves a diverse client base ranging from individual investors to corporate clients, offering discretionary and non-discretionary portfolio management supported by an in-house Investment Management & Research team. The firm provides various advisory models, including custom portfolios and third-party manager access, and maintains a close affiliation with Lincoln Investment.