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 Black Cat Antiques, an antiques and collectibles business. 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 and retirement-plan advice through a nationwide network of independent advisors and employs a proprietary mutual-fund screening process for its investment models.

Richard Pinder is a financial advisor at Capital Analysts with 43 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1986. He holds Series 63 and Series 65 credentials. Capital Analysts serves a mix of retail and institutional clients, including high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides 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.

Greg Sokolow is a financial advisor with Capital Analysts in Tallahassee, FL, holding Series 63 and Series 65 licenses and 16 years of industry experience. He has worked with Lincoln Investment LLC since 2016 and has been associated with The Gabor Agency, Inc. since 2011. 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 by an in-house team and non-discretionary services via independent advisors and third-party managers.

Michael Tracz is a financial advisor with Capital Analysts in Rochester, NY, holding a Series 63 license and 16 years of industry experience. He has worked with Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory work, Tracz is involved as an independent sales agent specializing in Medicare plans for several providers. Capital Analysts serves a diverse client base including retail and institutional investors, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm employs both discretionary and non-discretionary investment approaches supported by an in-house research team and proprietary screening processes.

Perry Williams is a financial advisor at Capital Analysts with 27 years of industry experience, primarily at Lincoln Investment Planning, Inc. He holds a Series 63 designation and has additional roles including ownership of Williams & Williams Financial Services, Inc., which handles tax and accounting matters. Williams is also licensed to sell life 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 offers portfolio management and retirement-plan advice through a nationwide network of advisors, utilizing both discretionary and non-discretionary investment management with a proprietary mutual fund screening process.

Garrett Shambo is a financial advisor with Capital Analysts, holding a Series 66 credential and three years of industry experience. Prior to joining Capital Analysts, he worked at Lincoln Investment and spent six years at Bob Johnson Auto Group. He also works as a broker assisting individuals and small businesses with health insurance plans through the New York State Health Care Marketplace. 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 nationwide network of independent advisors and in-house management teams.

Gerard Robinson is a CFP® with 38 years of industry experience and is affiliated with Capital Analysts in Braintree, MA. He has worked at Lincoln Investment since 2012 and has been with Capital Analysts and its associated entities since 1987. Outside of his advisory role, Robinson is the lead singer of the Irish entertainment band Belfast Cowboys and coordinates charity golf tournaments benefiting Project Children and the Juvenile Diabetes Research Fund. 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.

Mark Soloperto is a financial advisor with Capital Analysts and holds Series 63 and Series 65 licenses. He has 16 years of industry experience, including roles at Capital Analysts since 2022 and Lincoln Investment since 2012. Capital Analysts serves retail and institutional clients such as 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 teams.

Michael Hinkel is a financial advisor with Capital Analysts, LLC, based in Columbus, OH, and holds 51 years of industry experience. His prior work includes positions at Lincoln Investment, Legend Equities Corporation, and Valic Financial Advisors. 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 national network of independent advisors and its own CAAMS programs.

Jason Perez is a financial advisor with Capital Analysts and holds a Series 66 designation. He has 21 years of industry experience, including prior roles at Lincoln Investment and Morgan Stanley. Outside of advising, he owns and operates Cal Pacific Wealth Management, a fixed insurance products business, and is involved in several other ventures including a non-medical care service for individuals with disabilities, a co-ownership stake in a photography and film production company, and ownership of a local pickleball league. Capital Analysts serves retail and institutional clients such as high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management through a combination of in-house discretionary management and non-discretionary advisor or third-party manager solutions, supported by proprietary mutual fund screening and tax-aware rebalancing strategies.

Alan Curley Jr. is a Certified Financial Planner® with 28 years of industry experience, currently affiliated with Capital Analysts. He has worked with Lincoln Investment since 2017 and previously held positions at Legend Equities Corporation and MetLife Investment Fund Services. Outside of his advisory work, he serves as treasurer and authorized person for investments for the Knights of Columbus Council 3359, a Catholic men's charitable organization. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management and retirement plan advice through a network of independent advisors and firm-managed programs. The firm combines discretionary investment management through its in-house team with access to third-party managers, utilizing a proprietary screening process for its model portfolios.

Dara Federici is a financial advisor at Capital Analysts with a Series 66 designation and two years of industry experience. Prior to her advisory role, she has worked in various customer service positions, including as a food server at Filomena's Cucina Rustica. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Ron Defreitas is a financial advisor with Capital Analysts in Fort Myers, FL, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. His career includes roles at Horace Mann Investors Inc. and United Partners Insurance, LLC. Outside of advisory work, he serves as president and CEO of Gulf Coast Educators Insurance LLC and is involved in managing commercial real estate holdings. Capital Analysts serves a diverse client base including individual, high-net-worth, and institutional investors, offering portfolio management, custom model portfolios, and retirement-plan advice. The firm operates through a nationwide network of independent advisors and uses both discretionary and non-discretionary investment management supported by an in-house research team.

Cody Ward is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. He previously worked at Lincoln Investment for seven years and held roles at Citizens Securities, Inc. and Citizens Bank for three years each. He serves as a director for the Walpole Chamber of Commerce, where he discusses programming and initiatives for local businesses. Capital Analysts serves retail and institutional clients, including individuals, high-net-worth investors, trusts, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network, utilizing both discretionary in-house management and non-discretionary third-party managers.

Michael Smith is a financial advisor at Capital Analysts with 14 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with firms including Lincoln Investment LLC and Horace Mann Investors, Inc. In addition to advisory roles, he is involved as an agent in financial services and insurance through Florida Educator Insurance LLC. 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 portfolios, access to third-party managers, and retirement-plan advice through a nationwide network, combining discretionary investment management and non-discretionary advisory services.

Christine Fogg is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and 27 years of industry experience. Her prior work includes roles at Lincoln Investment and Legend Equities Corporation. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice. The firm delivers investment management through both in-house discretionary management and non-discretionary advisor and third-party solutions, supported by a proprietary mutual fund screening process and strong institutional relationships.

William Williams is a financial advisor at Capital Analysts with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Legend Equities Corporation and Lincoln Investment. Outside of his advisory role, he provides consulting services to churches and Christian schools on governance, compensation, and other operational matters through his separate consulting business. Capital Analysts serves both retail and institutional clients, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm combines discretionary management by an in-house investment team with non-discretionary advisory services and utilizes proprietary screening tools to build diversified portfolios.

Troy Dawson is a financial advisor with Capital Analysts in Des Moines, WA, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked with Shelgren Financial Group and Lincoln Investment Planning for 15 years each. Outside of advising, he serves on the board of directors for Abiding Word Church Pacific Northwest and is founder and president of Genesis NTB, LLC, a retail product manufacturing and distribution company. 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 offers discretionary and non-discretionary investment management through an in-house team and third-party managers, utilizing a proprietary mutual-fund screening process called CAPSL.

Vereline Mcclaney is a financial advisor with Capital Analysts, holding a Series 63 designation and bringing 28 years of industry experience. She has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of her advisory work, Mcclaney is involved in community activities, including volunteering with youth basketball programs and serving as an adjunct professor teaching business courses at Suffolk County Community College. 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, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs, utilizing both discretionary investment management by an in-house team and non-discretionary options with third-party managers.

John St Marie Jr. is a financial advisor at Capital Analysts with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Lincoln Investment Planning, Inc. since 2012. He has been self-employed since 1986. In addition to advisory services, he is involved in the sales and service of fixed insurance products, including health insurance and annuities. Capital Analysts serves both retail and institutional clients, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors. The firm employs a proprietary mutual-fund screening process and provides both discretionary and non-discretionary investment management.