Edward Zalar is a financial advisor with Capital Analysts, holding Series 65 and Series 63 credentials and possessing 15 years of industry experience. He has worked at Lincoln Investment since 2012 and with Royalton Financial Group since 2010. Outside of his financial advisory roles, he serves on the Trails Advisory Board and is a candidate for the board of directors at a local Chamber of Commerce, contributing to community projects and organizational governance. 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 advisor representatives and firm-managed programs.

Tristan Morgan is a financial advisor at Capital Analysts with five years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Investment and Equitable Advisors. Morgan is also the owner and operator of Tree City Tax Service, LLC, providing federal, state, and local income tax preparation services. Capital Analysts serves a diverse client base, including individuals, 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.

James Gaydosh is a CFP® professional with 39 years of industry experience. He has been with Capital Analysts since 1992 and has held roles at Lincoln Investment since 2012. In addition to his advisory work, he serves as Vice Chair of the nonprofit youth organization Beat the Streets Cleveland. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of advisors and offers both discretionary and non-discretionary investment management supported by an in-house research team.

Ryan Carlson is a financial advisor with Capital Analysts and holds a Series 66 designation. He has 14 years of industry experience, including roles at Lincoln Investment, Eagle Strategies, and his own Carlson Financial Group. Outside of his advisory work, he serves on the Board of Trustees for the Medina County District Library and is a board member and finance committee member at Community Assessment & Treatment Services, Inc. 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, delivering investment management through both discretionary and non-discretionary approaches.