Renton, WA SW 16th Street Office

Lauren Snider is a financial advisor with Capital Analysts holding a Series 66 designation and four years of industry experience. She has previously worked at Thrivent Financial and Lincoln Investment. Outside of advising, she manages social media marketing for a horse gear boutique called Buckskin Brand. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, custom portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team and proprietary fund screening tools.

Alfredo Manzanarez is a financial advisor with Capital Analysts, holding a Series 66 designation and 18 years of industry experience. He has been with Lincoln Investment Planning since 2014. Outside of advising, he is part owner of Musically Minded, an early childhood music education business, where he assists with bookkeeping and operations, and he also owns Glacier Consulting, which helps business owners prepare for potential sales. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, and charitable organizations. The firm provides discretionary and non-discretionary portfolio management supported by an in-house investment management and research team, offering custom portfolios, third-party manager access, and ERISA retirement plan advisory services.

Steve Shelgren is a financial advisor at Capital Analysts with 43 years of industry experience. He holds a Series 63 designation and has worked at WWR, Lincoln Investment Planning Inc., and Shelgren Financial Group, Inc. Shelgren is a limited partner in SWITFWATER, LLC & LAND WITH WATERLLC, involved in land ownership and water rights investments. 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 proprietary mutual fund screening process and works closely with Lincoln Investment and custodians to provide a range of advisory solutions.

Joyce Alsbury is a financial advisor at Capital Analysts with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has worked in insurance sales since 2014. Alsbury has been associated with Lincoln Investment Planning, Inc. since 2012. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management through various programs, supported by an in-house investment management and research team that utilizes proprietary screening processes.

Kelly Shelgren is a financial advisor with Capital Analysts in Renton, WA, holding the Series 66 designation and bringing 10 years of industry experience. He has been affiliated with Lincoln Investment since 2015 and previously operated Shelgren Financial. Shelgren is also a member and registered agent of RSA 405 LLC, managing certain regulatory filings unrelated to investment activities. Capital Analysts serves a diverse range of clients including individual and high-net-worth investors, retirement plans, trusts, and corporate entities. The firm offers discretionary and non-discretionary portfolio management through various programs, supported by an in-house investment team that uses proprietary screening processes and offers a range of customized portfolio solutions.

Rory Cannon is a financial advisor with Capital Analysts who holds a Series 66 designation and has 12 years of industry experience. His previous roles include positions at Lincoln Investment, Fidelity Brokerage Services, U.S. Bancorp Investments, and Charles Schwab. He is also involved as a salaried financial professional with Sagient Financial Group. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through multiple programs and relies on an in-house Investment Management & Research team to drive investment decisions.

Bryan Alsbury is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Lincoln Investment since 2013. Outside of advisory work, he is a member of RSA 405 LLC, which manages office lease arrangements. 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 through multiple programs and employs an in-house investment management team that uses proprietary screening processes.