Adam Pearce is a CFP® professional with 27 years of industry experience, currently with Capital Analysts in Tempe, AZ. He worked previously at Legend Equities Corporation for 14 years before joining Lincoln Investment in 2017. Pearce is also an author and teaches Financial Peace University classes focused on financial literacy. 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, advisor-managed custom and model portfolios, and retirement-plan advice through a nationwide network supported by an in-house Investment Management & Research team that uses proprietary fund screening to build tax-aware portfolios.

Robert Horstman is a CFP® professional with 15 years of experience in financial advisory roles. He is currently with Capital Analysts and Lincoln Investment, having previously worked at TIAA-CREF, Tiaa, and Cetera Wealth Services. Horstman also holds a fixed insurance and annuities position, incorporating these products into client financial plans as appropriate. Capital Analysts serves a diverse client base including individuals, trusts, foundations, and charitable organizations, providing portfolio management and retirement-plan advice through a nationwide network of advisors. The firm offers both discretionary and non-discretionary investment management supported by a proprietary mutual-fund screening process.

Jeffrey Wilhelms is a financial advisor with Capital Analysts in Tempe, Arizona, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Lincoln Investment since 2010 and previously at MM Ascend Life Investor Services, LLC and Voya Financial Partners, LLC. In addition to his advisory role, he has engaged in fixed insurance sales and trailing compensation activities involving life insurance and fixed annuities. 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 in-house investment teams.

Michael Renner is a financial advisor with Capital Analysts who holds Series 63, Series 65, and Series 66 licenses and has 32 years of industry experience. He has worked at Lincoln Investment since 2010 and Great American Advisors, Inc. since 1999. Outside of his advisor role, Renner is involved in the sale and service of fixed insurance products and Medicare supplements and serves as president and director of an insurance corporation. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management, advisor-managed 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.