Jenkintown, PA Lincoln Investment Planning, Inc. Office

Scott Merkel is a financial advisor at Capital Analysts with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Investment Planning, Inc. since 2004. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, customized and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm employs both discretionary and non-discretionary investment management supported by an in-house research team using a proprietary fund screening process.

James Verros is a financial advisor with Capital Analysts and holds the CFP® designation, along with Series 63 and Series 65 licenses. He has 44 years of industry experience, having worked at Lincoln Investment Planning, Inc. since 1982. Outside of his advisory role, he serves as co-trustee for trusts of a former colleague and operates a sole proprietorship focused on individual tax preparation. Additionally, he is involved in land development through ownership of a company that builds and sells single-family homes. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides a range of services such as portfolio management, access to third-party managers, and retirement-plan advice, delivered through a nationwide network of independent advisors and in-house investment management.

Michael Schneider is a financial advisor at Capital Analysts with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Investment since 2016. He also attended Temple University from 2013 to 2017. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, and charitable organizations, providing portfolio management, access to third-party managers, and retirement-plan advice. The firm combines discretionary investment management through an in-house team with non-discretionary advisor-led solutions, supported by proprietary screening tools and institutional relationships.

Beth Peckman is a financial advisor at Capital Analysts with 18 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Lincoln Investment Planning, Inc. since 1998. 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 management.

William Adelsberger is a financial advisor with Capital Analysts in Jenkintown, PA. He holds a Series 63 designation and has 28 years of industry experience, including a long tenure at Lincoln Investment Planning, Inc. since 1998. Outside of advisory work, he has been associated with Asplundh since 1990. 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, third-party manager access, and retirement plan advice through a nationwide network of independent representatives and firm-managed programs.

David Friedman is a financial advisor with Capital Analysts and holds a Series 66 designation. He has 27 years of industry experience, including roles at Metlife Securities, Massachusetts Mutual Life Insurance Company, and Lincoln Investment. He has been with Capital Analysts since 2018. Capital Analysts serves a range of clients from individual investors to charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors. The firm employs both discretionary and non-discretionary investment approaches supported by an in-house research team and integrates with Lincoln Investment for institutional services.

Ralph Schneider is a financial advisor with Capital Analysts in Jenkintown, PA, holding a Series 63 designation and having 33 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1992. 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 advisors and firm-managed programs.

Harry Forst is a CFP® professional with 43 years of experience in the financial services industry. He has been with Lincoln Investment Planning, Inc. since 1983. Forst is associated with Capital Analysts, a multi-team firm based in Jenkintown, PA. 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, third-party manager access, and retirement plan advice through a nationwide network of independent advisors and internal programs.

Alani Sewell is a financial advisor at Capital Analysts with 17 years of industry experience. She holds the Series 66 designation and has worked with Lincoln Investment Planning, Inc. since 2009, following a year at Ameriprise. 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 and retirement-plan advice through a nationwide network of independent advisors and employs both discretionary and non-discretionary investment management approaches.

Edward Zakarewicz Jr. is a financial advisor with Capital Analysts, holding a Series 63 designation and 27 years of industry experience. He has been affiliated with Lincoln Investment Planning for 17 years. 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 advisors and in-house investment management.

Thomas McManus is a CFP® professional with 35 years of experience in the financial industry. He has been with Lincoln Investment Planning, Inc. since 1991 and also serves in the United States Navy, Naval International. Outside of his advisory role, he is a member of Axeon Development, LLC, a real estate development company. 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 delivered through a nationwide network of independent advisors and in-house investment management.

Benjamin Fair is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2008. Capital Analysts serves retail and institutional clients, including 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.

Paula Hocker is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has worked at Lincoln Investment Planning, Inc. since 1992. Outside of her advisory role, she owns an antiques and collectibles business. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, and institutions, providing portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm offers both discretionary and non-discretionary investment management supported by proprietary fund screening and institutional relationships.

Harry Forst Jr. is a financial advisor at Capital Analysts with nine years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America, Merrill, and the County of Bucks Controller's Office. He has been with Capital Analysts and Lincoln Investment since 2020. Capital Analysts serves a range of clients 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 firm-managed programs.