Austen Lunt is a CFP® professional with five years of industry experience, currently serving at Capital Analysts in Wexford, PA. His prior experience includes roles at Lincoln Investment and positions outside finance at Sewickley Car Store and Leones Pet Supply. He has also been affiliated with La Roche University for nine years. 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, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and in-house discretionary investment management.

Jerald Wozniak is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and over 42 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1986 and has been involved with FANS, Milico (Al Williams Co), and Fox Chapel Area Schools over four decades. 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.

Justin Kovac is a financial advisor with Capital Analysts, holding a Series 66 credential and five years of industry experience. Prior to his current roles at Capital Analysts and Lincoln Investment, he worked at Ernst and Young LLP. He is also a partner in ATI Financial Services LLC, which provides accounting, tax, and payroll services. 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 through a combination of in-house discretionary investment management and advisor-managed solutions, supported by a proprietary mutual fund screening process called CAPSL.

Rylan Marx is a financial advisor with Capital Analysts in Wexford, PA, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005. Outside of advising, he is a partner at ATI Financial Position, where he reviews and provides input on basic tax returns. 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 through discretionary and non-discretionary models, third-party managers, and retirement-plan advice, supported by an in-house Investment Management & Research team utilizing proprietary screening tools.