Mary Beseke is a Certified Financial Planner (CFP®) with 33 years of industry experience. She is currently affiliated with Capital Analysts and has held positions at Bryan Ventures, Inc., Lincoln Investment, Aag Securities, Inc., and United Brokerage Services. In addition to her advisory role, she serves as Vice President of Marketing at United Brokerage Services, where she is involved in insurance services and recruiting other representatives. 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.

Rachelle Nelko is a financial advisor with Capital Analysts in Minneapolis, MN, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She has worked with Lincoln Investment since 2010 and has longstanding affiliations with Aag Securities, Inc. and United Brokerage Services, Inc., where she serves as president and is involved in multiple business functions including client service and sales of life, annuities, and Medicare plans. 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 through a combination of discretionary in-house management and non-discretionary advisory services. The firm operates a nationwide network of independent advisors and offers proprietary tools such as the CAPSL mutual fund screening process.