Robert Ouimet is a CFP®-certified financial advisor with 22 years of industry experience. He currently works at Capital Analysts and Lincoln Investment, having previously held roles at Financial Engines Advisors L.L.C., Russell Investments, and T. Rowe Price Advisory Services, Inc. In addition to his advisory work, he assists clients with evaluating insurance-based products as part of their financial planning. 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 both discretionary and non-discretionary approaches, utilizing proprietary mutual fund screening and collaborating with third-party managers, while providing specialized retirement-plan advice.

Robert Moore is a financial advisor with Capital Analysts in Atlanta, GA, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2000 and with Resurgers Risk Management since 1999. Outside of advisory work, Moore coaches football camps and prepares income taxes. 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, employing both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.

Brian Reynolds is a financial advisor at Capital Analysts with 14 years of industry experience. He previously worked at Equity Services, Inc. and National Life from 2016 to 2024 before joining Capital Analysts and Lincoln Investment in 2024. Outside of his advisory role, Reynolds volunteers in marketing for the Peconic Hockey Foundation and operates a collectibles sales business as a sole proprietor. 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 combination of discretionary investment management and advisor-managed solutions, supported by an in-house research team and a proprietary fund screening process.

Megan Dolan is a financial advisor with Capital Analysts in Braintree, MA, holding Series 63 and Series 66 licenses and seven years of industry experience. Prior to joining Capital Analysts, she worked at Lincoln Investment from 2019 to the present and spent three years at the University of Connecticut. She also serves as a part-time administrative assistant within Capital Analysts, supporting client reporting and profile management. 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 in-house investment teams.

Michelle Engle is a financial advisor with Capital Analysts in St. Petersburg, FL, holding a Series 66 designation and 12 years of industry experience. She has worked at Lincoln Investment Planning, LLC since 2018 and previously at Legend Advisory, LLC and Ameriprise Financial Services, Inc. In addition to advisory services, she is licensed as a life and disability insurance agent. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations, providing portfolio management and retirement-plan advice through a nationwide network of independent advisors. The firm offers investment management both on a discretionary basis via an in-house team and non-discretionary basis via third-party managers, utilizing a proprietary mutual fund screening process called CAPSL.

Scott Merkel is a financial advisor with Capital Analysts in Jenkintown, PA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2004. Capital Analysts serves a diverse client base including retail and institutional investors, providing portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice. The firm combines in-house discretionary investment management with third-party managers and supports its services through a nationwide network of independent advisors.

Joseph Johnston is a financial advisor with Capital Analysts in Marlton, NJ, holding a Series 66 designation and 13 years of industry experience. He worked at Morgan Stanley for one year before joining Lincoln Investment Planning, where he has been since 2014. Capital Analysts serves a diverse client base, including individual investors, high-net-worth clients, 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 firm-managed programs.

Benjamin Wuerffel is a financial advisor with Capital Analysts, holding a Series 66 designation and 17 years of industry experience. He has worked with Lincoln Investment since 2012 and has been associated with several firms including Capital Analysts Incorporated, Krier Wealth Management, and Capital Analysts of Jacksonville, Inc. Outside of his advisory work, he serves as a board member of the BlueClaws Baseball Foundation, a youth baseball organization. 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 both discretionary and non-discretionary approaches, utilizing an in-house Investment Management & Research team and a proprietary mutual fund screening process known as CAPSL.

Vered Justin is a financial advisor at Capital Analysts with 32 years of industry experience. She has held positions at Lincoln Investment since 2017 and previously worked at Legend Equities Corporation from 1994 to 2017. Outside of her advisory role, Justin serves as president of a consulting firm, Justin Industries, and is involved in health and life insurance sales. 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 through a nationwide network of independent advisors and delivers investment management both on a discretionary basis via an in-house team and on a non-discretionary basis through advisors and third-party managers.

Melissa Hoffman is a financial advisor with Capital Analysts in Sugar Land, TX, holding Series 65 and Series 63 licenses and nine years of industry experience. She has worked at Lincoln Investment and Dearborn & Creggs since 2017 and previously spent 14 years with the City of Sugar Land. Outside of her advisory role, she serves on the Board of Directors for the Fort Bend Chamber of Commerce and coaches for Fort Bend Master Swimming. 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, advisor-managed custom and model portfolios, and retirement-plan advice through both discretionary and non-discretionary approaches supported by an in-house investment management and research team.

Ray Stanley is a financial advisor with Capital Analysts, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He has worked at Lincoln Investment and Capital Analysts since 2012 and has been associated with Outlook Financial Group, LLC since 2008. Additionally, he is licensed as a fixed insurance agent, providing insurance-related services alongside his advisory role. 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 advisors and firm-managed programs.

Asim Awan is a financial advisor with Capital Analysts in Frisco, TX, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. He has worked with firms including Lincoln Investment, Voya Financial Advisors, Valic Financial Advisors, and Ameriprise. Awan is also the founding partner of Red River Wealth Advisors, a financial services firm. Capital Analysts serves individual and institutional clients with portfolio management, advisor-managed portfolios, and retirement-plan advice delivered through a nationwide network and an in-house Investment Management & Research team that uses a proprietary mutual fund screening process. The firm integrates with Lincoln Investment and maintains institutional relationships supporting a range of financial products.

Nellie Forst is a financial advisor at Capital Analysts with 11 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Lincoln Investment as well as Capital Analysts. Outside of her advisory role, she manages a rental property as a landlord. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Donald Duntley is a financial advisor with Capital Analysts in Tulsa, OK, holding a Series 66 designation and 25 years of industry experience. He has worked at Morgan Stanley Smith Barney and Morgan Stanley since 2002. Outside of his advisory role, he operates Duntley Investment Management, LLC for tax purposes and works independently as a fixed insurance agent. 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, access to third-party managers, and retirement-plan advice through a combination of discretionary in-house management and non-discretionary advisor-managed services.

Nancy Dinh is a financial advisor with Capital Analysts based in Frisco, TX, holding Series 63 and Series 65 licenses and possessing 23 years of industry experience. Her career includes roles at Lincoln Investment, Hornor Townsend & Kent Inc, Penn Mutual Life Insurance, Valic Financial Advisors, New England Securities, and PRUCO Securities. Outside of advising, she is an executive vice-president of the DFW Asian American Citizens Council, where she assists with promoting Asian awareness through community events. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable clients by providing portfolio management, access to third-party managers, and retirement-plan advice. The firm delivers investment management through both discretionary and non-discretionary models, supported by an in-house research team and proprietary fund screening processes.

Aiden Brown is a financial advisor with Capital Analysts and holds a Series 66 designation. He has two years of industry experience and has worked at Capital Analysts, Lincoln Investment, Equitable Advisors, LLC, and Core Bridge. Outside of his advisory role, Brown is an agent involved in property and casualty and life insurance sales. 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 through a combination of discretionary in-house investment management and non-discretionary advisor-managed solutions, supported by proprietary research and institutional relationships.

Daniel Thill is a financial advisor with Capital Analysts in Orlando, FL, holding a Series 63 designation and 36 years of industry experience. He has worked with Lincoln Investment since 2012, Capital Analysts Inc. since 2006, and Lincoln Financial Advisors Corporation since 1998. He serves as a board member of the International Succession Planning Association and is an employee and partner at The Rawls Company, a business succession planning firm. Capital Analysts provides portfolio management and retirement-plan advisory services to a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm combines discretionary investment management by its in-house team with non-discretionary advisor- and third-party manager-led solutions, supported by institutional relationships and proprietary investment screening tools.

Clayton Thompson is a financial advisor with Capital Analysts in Jacksonville, FL, holding Series 66 and Series 63 licenses and with 12 years of industry experience. He previously worked at Lincoln Investment Planning, Charles Schwab, and Fidelity. Thompson also facilitates classes for Financial Peace University focused on budgeting and debt management. 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, utilizing both discretionary in-house management and non-discretionary advisory services.

James Verros is a CFP®-certified financial advisor with 44 years of experience, currently with Capital Analysts. He has worked at Lincoln Investment Planning, Inc. since 1982. Outside of advisory work, Verros serves as co-trustee for trusts of a former colleague and operates a sole proprietorship focused on individual tax preparation. He is also involved in land development through ownership of Axeon Development LLC. Capital Analysts serves a range of retail and institutional clients, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm employs both discretionary and non-discretionary investment approaches, supported by proprietary mutual-fund screening and institutional partnerships.

Bridget Mc Groarty is a financial advisor with Capital Analysts, holding a Series 66 designation and eight years of industry experience. She has worked at Capital Analysts of New England since 2018 and previously held positions at Information Mapping and NWN Corporation. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.