Aaron Alonzo is a financial advisor with Capital Analysts, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He previously worked at Lincoln Investment for nine years and Legend Equities Corporation for nineteen years. Outside of advisory work, he is the owner of Alonzo Financial Services, Inc., a tax and accounting business, and AIM Wealth Partners, LLC, which is involved in real estate. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs and emphasizes a fiduciary role supported by an in-house investment management and research team.

Andre Solis is a financial advisor with Capital Analysts and holds a Series 66 designation. He has 13 years of industry experience, including roles at Lincoln Investment and Legend Advisory Corporation. He is also the managing officer of Solis Financial Services LLC, an entity used for tax purposes. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team and utilizes both custom and model portfolios.