Jeremy Forbis is a CFP® professional with 25 years of industry experience, currently affiliated with Capital Analysts. His prior work includes eight years at Cincinnati Analysts, Inc., followed by a tenure at Lincoln Investment since 2012. Outside of advising, he serves on the boards of the Make-A-Wish Foundation of the Mid-South and One Million Wells, contributing to charitable activities and nonprofit fundraising efforts. 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 network of independent advisors and a dedicated in-house investment management team.

Larry Clayton is a ChFC® credentialed financial advisor with 33 years of experience, currently serving at Capital Analysts and Lincoln Investment. He has held an insurance sales position since 1964 and is involved in life settlement services. Clayton is also an emeritus member of the Pinnacle Study Group, which focuses on new planning ideas. Capital Analysts serves a diverse clientele including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, providing portfolio management, custom and model portfolios, third-party manager access, 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 using a proprietary mutual fund screening process.

John Webber is a financial advisor with Capital Analysts who holds a Series 63 designation and has 33 years of industry experience. He has been with Capital Analysts since 1993 and concurrently holds positions at Lincoln Investment and Tower Insurance Center, Inc. Webber serves as a board member for the nonprofit Village of Hope and is involved in governance at Oikos Church of Christ. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, 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 investment management.