Lombard, IL Waters Edge Office

Gilberto Arias Jr. is a financial advisor with Capital Analysts, holding a Series 66 credential and bringing 23 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2007. Outside of advising, he serves as Vice President and Secretary of a nonprofit condominium association and holds leadership roles in real estate cooperative and legal entities. Capital Analysts serves a broad client base including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management through various programs, supported by an in-house investment research team and proprietary screening processes.

Valerie Love Parker is a financial advisor with Capital Analysts in Lombard, IL, holding a Series 66 designation and having 22 years of industry experience. She has been associated with Lincoln Investment since 2017 and previously worked at Legend Equities Corporation. Outside of financial advising, she is involved in community advocacy and serves as an usher for Broadway in Chicago. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management through various programs and a proprietary mutual-fund screening process. The firm operates with fiduciary responsibility and provides services such as automated rebalancing and access to third-party managers.

Benjamin Weinberger is a CFP®-certified financial advisor with four years of industry experience, currently with Capital Analysts in Lombard, IL. His prior roles include positions at Lincoln Investment and Cetera. Weinberger is also involved in providing insurance and financial services through his roles with WealthGuide Advisors, LLC and THG Financial Strategies. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment team, combining proprietary mutual fund screening with advisor consultation and third-party manager options.

Khai Le is a financial advisor with Capital Analysts who holds a Series 66 designation and has 27 years of industry experience. His prior work includes significant tenure at Valic Financial Advisors and roles at Lincoln Investment and Agia. Outside of advisory activities, he is a co-owner and silent partner in two boba tea shops. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment research team, offering custom and model portfolios as well as access to third-party managers.

Deborah Hinten is a CFP® professional with 39 years of industry experience. She is affiliated with Capital Analysts and has worked at Lincoln Investment Planning, Inc. since 2011 and Consolidated Financial Resources, Inc. since 1982. Outside of her advisory role, she manages direct marketing for a skin care line and handles administrative duties in construction and flooring businesses. Capital Analysts serves a diverse client base including individual investors, retirement plans, trusts, and corporate clients. The firm employs discretionary and non-discretionary portfolio management with a proprietary mutual-fund screening process and offers various advisory services through a network of several hundred advisors.

Steven Podgorski is a financial advisor with Capital Analysts in Lombard, IL, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has been with Lincoln Investment since 2016 and operates Aspire Financial Group, primarily servicing legacy accounts. In addition to his advisory work, he manages an LLC established for liability protection. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management with a focus on proprietary investment models, third-party manager access, and fiduciary advisory services.

Shawn Wears is a CFP® professional with 19 years of industry experience, currently affiliated with Capital Analysts. He has been with Lincoln Investment since 2014. Outside of his advisory role, he is involved in insurance sales and serves as financial secretary for a community social club. Capital Analysts serves a diverse range of clients, including individual and high-net-worth investors, retirement plans, trusts, and corporate entities. The firm provides discretionary and non-discretionary portfolio management through various programs and utilizes an in-house investment management and research team to support advisor-led portfolio decisions.

Melin Gonzalez is a financial professional with eight years of industry experience, currently with Capital Analysts. She holds a Series 66 designation and has previously worked at Lincoln Investment and La Jefa LLC. Gonzalez volunteers with a fitness center owned by her husband, assisting with marketing and digital media. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients, offering discretionary and non-discretionary portfolio management through proprietary models and access to third-party managers. The firm maintains a close affiliation with Lincoln Investment and manages approximately $8.8 billion across several hundred advisors.

Zachary Craggs is a financial advisor with Capital Analysts in Lombard, IL, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked at Lincoln Investment since 2016 and previously spent time at Berlin Packaging. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients. The firm provides discretionary and non-discretionary portfolio management through various programs and emphasizes a fiduciary role with access to proprietary investment research and model portfolios.

William Mosler Jr. is a financial advisor with Capital Analysts in Lombard, IL, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2011. Mosler is also managing partner of Mosler Wealth Management, an S corporation organized for tax purposes. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs an in-house investment management team using proprietary screening processes and offers a range of discretionary and non-discretionary portfolio management services.

Donald Wade is a CFP®-designated financial advisor with 47 years of industry experience. He is currently with Capital Analysts and previously worked at Lincoln Investment for nine years and Legend Equities Corporation for 28 years. Wade is the president of his own S Corporation, Donald E. Wade, CFP, Inc., which he uses for tax and accounting purposes. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, trusts, and charitable organizations, offering discretionary and non-discretionary portfolio management through various programs and custom solutions. The firm’s investment decisions are guided by an in-house team using proprietary screening tools and provide a range of advisory services with varying degrees of discretionary authority.

Allen Laya is a financial advisor with Capital Analysts in Lombard, IL, holding the ChFC® and Series 63 designations and bringing 54 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005. Capital Analysts serves individuals, high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, and corporate clients, providing discretionary and non-discretionary portfolio management through various programs and access to third-party managers. The firm utilizes an in-house Investment Management & Research team and proprietary screening processes to guide investment decisions.

James Noe is a financial advisor with Capital Analysts in Lombard, IL, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005. Capital Analysts serves a diverse client base that includes individuals, high-net-worth investors, retirement plans, trusts, foundations, charitable organizations, corporate clients, trust companies, and third-party advisers. The firm provides discretionary and non-discretionary portfolio management using internal model portfolios alongside customized solutions and third-party managers, supported by an in-house Investment Management & Research team.

Danielle Rovner is a financial advisor with Capital Analysts, holding a Series 66 designation and 12 years of industry experience. She has worked at Independent Financial Services and Lincoln Investment since 2015. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, utilizing an in-house investment management team and proprietary fund screening processes.

Eddie Albazi is a financial advisor with Capital Analysts, holding a Series 66 designation and 25 years of industry experience. He has worked at Capital Analysts and Lincoln Investment since 2023 and previously spent 16 years with VALIC Financial Advisors. Albazi is also involved in insurance sales, including life and long-term care insurance, through separate business activities. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and corporate clients, offering discretionary and non-discretionary portfolio management supported by an in-house investment management and research team. The firm has a close affiliation with Lincoln Investment and provides advisors opportunities to engage in outside business activities alongside advisory services.