Valerie Visconti is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior experience includes over two decades at Valic and its affiliates. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable organizations, providing discretionary and non-discretionary portfolio management, access to third-party managers, and retirement plan advisory services. The firm’s investment decisions are guided by an internal research team using proprietary screening processes and offer a variety of customized portfolio options.

Cynthia Egan is a financial advisor with Capital Analysts, holding a Series 63 license and bringing 37 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1998 and serves as President and owner of Egan Wealth Management. In addition to her advisory work, she maintains long-term roles with the University of Pittsburgh and other local organizations. Capital Analysts serves individual and institutional clients, offering discretionary and non-discretionary portfolio management through various programs and model portfolios. The firm utilizes an in-house investment research team and proprietary screening methods to support its fiduciary advisory services.

David Pensyl is a financial advisor with Capital Analysts who holds Series 63 and Series 65 designations and has seven years of industry experience. His prior roles include positions at Lincoln Investment, Citizens Securities, Citizens Bank, and Robert Morris University. He also assists Senior Financial Advisor Cynthia Egan by supporting client communications, portfolio building, and account management. Capital Analysts serves individual and high-net-worth investors, retirement plans, trusts, and institutions, providing discretionary and non-discretionary portfolio management through a variety of programs and custom solutions driven by an in-house investment research team.