Lombard, IL Waters Edge Office

Valerie Love Parker is a Series 66–licensed financial advisor with Capital Analysts, based in Lombard, IL, and has 22 years of industry experience. She has been associated with Lincoln Investment since 2017 and previously worked at Legend Equities Corporation and Waddell & Reed. Outside of her advisory work, she is involved with Broadway in Chicago as an usher and volunteers with community advocacy through ACT, while also promoting health and wellness as an associate with Youngevity. 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, model portfolios, third-party manager access, and retirement-plan advice, delivering investment management both through an in-house team and independent advisors nationwide.

Benjamin Weinberger is a financial advisor with Capital Analysts in Lombard, IL, holding the CFP® designation and Series 66 license, with five years of industry experience. His prior work includes roles at Lincoln Investment, Cetera, and self-employment, as well as earlier positions in trading and business ventures. He is also involved in providing insurance and financial services related to life and long-term care coverage through separate business activities. 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, with investment management delivered through both discretionary in-house teams and non-discretionary advisory channels.

Khai Le is a financial advisor with Capital Analysts who holds a Series 66 designation and has 27 years of industry experience. His prior roles include positions at Lincoln Investment, Agia, Valic Financial Advisors, and Ameriprise. Outside of his advisory work, he is a silent partner in two boba tea shops operated by his spouse. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and its in-house investment team, employing proprietary fund-screening processes and offering both discretionary and non-discretionary investment solutions.

Deborah Hinten is a CFP® professional with 39 years of experience in the financial industry, currently affiliated with Capital Analysts. She has worked at Lincoln Investment Planning, Inc. since 2011 and has been involved with Consolidated Financial Resources, Inc. since 1982. Outside of her advisory role, she manages direct marketing activities for a skin wellness line and handles administrative responsibilities in specialized flooring and construction businesses. 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 network of independent advisors, utilizing both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.

Steven Podgorski is a financial advisor with Capital Analysts in Lombard, IL, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Lincoln Investment since 2016 and has operated Aspire Financial Group since 2010, primarily servicing legacy accounts. Podgorski also manages a family liability protection LLC unrelated to his advisory activities. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, trusts, foundations, and charitable organizations, providing portfolio management 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 an in-house research team using proprietary tools to develop tax-aware portfolios.

Shawn Wears is a financial advisor with Capital Analysts, holding the CFP® designation and Series 63 and 66 licenses, and has 19 years of industry experience. He has worked at Lincoln Investment since 2014, with prior roles at Cambridge Investment Research Advisors, Guggenheim Investments, and Rydex Advisory Services. Outside of his advisory work, he is the president of Wears Financial Corp and serves as financial secretary for the McWhinney Benevolent Association. Capital Analysts provides portfolio management and retirement-plan advice to a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm employs both discretionary and non-discretionary investment management strategies and offers access to third-party managers through a nationwide network of independent advisors.

Zachary Craggs is a financial advisor at Capital Analysts with nine years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Lincoln Investment since 2016, along with a brief tenure at Berlin Packaging. Capital Analysts serves a diverse client base that includes retail and institutional investors such as high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

William Mosler Jr. is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 2011. Outside of advising, he is the managing partner of Mosler Wealth Management, an entity established for tax and accounting purposes. 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, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Allen Laya is a ChFC® credentialed financial advisor with 54 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005 and worked at PMG Asset Management Inc from 2001 to 2005. Laya is based in Lombard, IL and is affiliated with Capital Analysts. 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.

James Noe is a financial advisor with Capital Analysts in Lombard, Illinois, 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 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.

Danielle Rovner is a financial advisor with Capital Analysts in Lombard, IL, holding a Series 66 designation and 12 years of industry experience. Her career includes roles at Independent Financial Services and Lincoln Investment since 2015, as well as a prior year at Equitable Advisors. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through both discretionary in-house teams and non-discretionary advisor-managed and third-party solutions, supported by proprietary mutual fund screening and integration with Lincoln Investment and institutional partners.

Eddie Albazi is a financial advisor at Capital Analysts with 25 years of industry experience. He holds a Series 66 designation and has worked at firms including Valic Financial Advisors and Ameriprise. Albazi is also active as an insurance agent, specializing in life and long-term care 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 provides portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisors and an in-house investment management team.

Daniel Laya is a financial advisor with Capital Analysts in Lombard, IL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has spent 20 years at Lincoln Investment Planning, Inc. Outside of advisory work, he is a member of Corner Sports LLC, a ski and snowboard rental, tuning, and delivery business. Capital Analysts serves a diverse client base, including individuals, 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.

Justin Muro is a financial advisor with Capital Analysts in Lombard, IL, holding Series 63 and Series 66 designations and 32 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005. 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, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and its in-house Investment Management & Research team, utilizing proprietary screening processes and offering fiduciary services for retirement and tax-advantaged accounts.