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. He has previously worked at Voya Financial Advisors, Valic Financial Advisors, and Ameriprise. Awan is also the founding partner of Red River Wealth Advisors, a financial services firm serving client financial needs. Capital Analysts serves a diverse range of clients, including individual and 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 employs both discretionary and non-discretionary investment management approaches, supported by an in-house research team and third-party managers.

Nancy Dinh is a financial advisor at Capital Analysts with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Investment, Penn Mutual Life Insurance, Hornor Townsend & Kent, and Valic Financial Advisors. Outside of her advisory role, she serves as Executive Vice-President of the DFW Asian American Citizens Council and is a part owner of PC CONNECT, LLC, an IT support services business. Capital Analysts provides portfolio management and retirement-plan advice to retail and institutional clients, including high-net-worth individuals, trusts, foundations, and businesses. The firm offers both discretionary and non-discretionary investment management through an in-house research team, independent advisors, and third-party managers, delivering customized portfolios and specialized services nationwide.

Theresa Krupka is a financial advisor at Capital Analysts with 18 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Valic Financial Advisors for 14 years. Krupka is also the owner of TLK Financial, LLC, an insurance business specializing in fixed life, disability, LTC, group, and SPIA 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 through both discretionary and non-discretionary approaches, utilizing a proprietary mutual-fund screening process and providing retirement-plan advisory services nationwide.