Kathryn Kuzo is a financial advisor at Capital Analysts with 26 years of industry experience. She holds a Series 66 designation and has been with Lincoln Investment Planning, Inc. since 2006. Outside of her advisory role, she serves as director and board member of Itty Bitty Kitty, Inc., a nonprofit organization where she organizes events and fundraisers and manages accounting. 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, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and managed programs.

Eric Paradis is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at Capital Analysts since 2002 and has been associated with Lincoln Investment since 2012. Outside of his advisory role, Paradis is involved in the performing arts community, serving as Recording Secretary for Your Theatre, Inc., and as Treasurer for Arts History Architecture New Bedford (AHA). 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 in-house investment management.

Mark Andrews is a financial advisor with Capital Analysts who holds a Series 63 designation and has 20 years of industry experience. He has worked at Lincoln Investment since 2012 and has been associated with Capital Analysts and Dagesse Andrews & Bramwell since 2007 and 2006, respectively. Outside of his advisory work, Andrews owns and operates a CPA practice focused on tax preparation and financial statement services. 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, delivering investment management through both discretionary in-house teams and non-discretionary advisors and managers.

Timothy Duffy is a financial advisor at Capital Analysts with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Legend Equities Corporation and Lincoln Investment. 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 firm-managed programs.

Paul Longobardi is a CFP® with 24 years of experience in the financial services industry. He is currently with Capital Analysts and Lincoln Investment, having held prior roles at TD Private Client Wealth LLC and TD Bank N.A. He serves as Senior Director of Investments at Capital Analysts of New England. Capital Analysts provides portfolio management and retirement-plan advice to retail and institutional clients, including high-net-worth investors, trusts, foundations, and charitable organizations. The firm combines discretionary investment management from its in-house team with advisor-managed portfolios and third-party managers, supported by its CAPSL mutual fund screening process.

Gordon Hill is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and three years of industry experience. His background includes roles at Lincoln Investment and Primerica Financial Services. Outside of finance, he has worked as a self-employed photographer. 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, and retirement-plan advice, utilizing both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.

Melissa Ray is a financial advisor with Capital Analysts in Fort Myers, FL, holding a Series 65 designation and six years of industry experience. She previously worked at Brookstone Capital Management LLC and has been affiliated with Trifound Advisory, LLC and Trifound Financial LLC. Outside of her advisory role, she is an employee at GCE Insurance Solutions and Wealth Management, providing financial advice through Lincoln. Capital Analysts serves retail and institutional clients, 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 firm-managed programs.

James Smith is a financial advisor with Capital Analysts in Ft Jennings, OH, holding a Series 63 designation and bringing 26 years of industry experience. He has worked at Lincoln Investment since 2012 and has been with Capital Analysts Incorporated since 2000. Outside of his advisory role, Smith serves as the mayor of the Village of Fort Jennings and is president of Commercial Tax Records, Inc., a tax preparation and bookkeeping business. 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 both discretionary and non-discretionary strategies, leveraging an in-house investment management and research team along with third-party managers, and maintains institutional relationships that support its product offerings.

James Shannon IV is a CFP® and holds a Series 66 license with 13 years of industry experience. He has worked at Lincoln Investment Planning since 2014. In addition to his advisory role, he is involved in the sales and servicing of life insurance policies. Capital Analysts serves retail and institutional clients, including 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, delivering investment management through both discretionary and non-discretionary approaches supported by a proprietary mutual fund screening process.

Michael Leatzow is a financial advisor with Capital Analysts in Tallahassee, FL, holding a Series 66 designation and 25 years of industry experience. He has worked at Incoln Investment since 2016 and has been associated with The Gabor Agency, Inc. since 2001. 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, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Mark Carpenter Frere is a Series 66 credentialed advisor with seven years of industry experience. He has worked at Capital Analysts since 2020 and has been associated with Lincoln Investment since 2017. Prior to his advisory roles, he was involved in the solar energy sector with Michigan Solar from 2017 to 2019. Capital Analysts serves a diverse client base that includes 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 utilizes both discretionary and non-discretionary investment approaches supported by an in-house Investment Management & Research team.

Sai Ying Chu is a financial advisor at Capital Analysts with seven years of industry experience. She holds a Series 66 designation and has previously worked at Lincoln Investment, Agia, Valic Financial Advisors, The National Leadership Academies, and the Torpedo Factory Art Center. Outside of advising, she works as a contractor for Instacart, assisting with grocery delivery. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm combines in-house discretionary investment management with third-party managers and integrates with Lincoln Investment to support a range of institutional and client services.

Mark Levin is a financial advisor with Capital Analysts, holding a Series 63 designation and 22 years of industry experience. He has worked with Lincoln Investment since 2010, Preferred Financial Group since 2004, and Park Avenue Securities since 2003. Outside of his advisory roles, Levin is the owner and president of Your Personal Broker, Inc., an insurance and investment sales business. 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, utilizing both discretionary and non-discretionary investment management approaches.

Harry Forst Jr. is a financial advisor at Capital Analysts with nine years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, Merrill, and the County of Bucks Controller's Office. 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.

Shashi Mehrotra is a CFA® charterholder with 30 years of industry experience and currently serves as a financial advisor at Capital Analysts. He previously worked at Legend Equities Corporation for 22 years and has been with Lincoln Investment for the past nine years. Mehrotra is a board member of Aqua Pulsar, advising on technological enhancements and strategic decisions, and serves on the investment committee of Encompass Wealth & Legacy 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, custom and model portfolios, and retirement-plan advice, delivering investment management through both discretionary in-house teams and non-discretionary advisors and third-party managers.

Jonathan Wicker is a financial advisor at Capital Analysts with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Capital Analysts and Lincoln Investment since 2017, following three years at VOYA Financial Advisors. Outside of his advisory role, he serves as treasurer and board member for the Canon McMillan Girls Youth Lacrosse Association, a nonprofit youth sports organization. Capital Analysts serves a diverse client base including individuals, 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 investment management, utilizing proprietary screening tools and tax-aware strategies.

Thomas Baker is a financial advisor with Capital Analysts and holds Series 63 and Series 66 credentials. He has 35 years of industry experience, including roles at Lincoln Investment since 2010 and Great American Advisors, Inc. since 2002. In addition to his advisory work, he operates an independent insurance agency specializing in property, casualty, fixed life, and annuity products. Capital Analysts serves a broad 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.

Ronald Covington is a financial advisor with Capital Analysts, holding a Series 63 designation and 41 years of industry experience. He previously worked at Lincoln Investment, Legend Equities Corporation, and Edward Jones. Outside of his advisory role, Covington serves on the board of a faith-based camp and retreat center and volunteers on the finance committee of a local homeless shelter and food pantry. 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 model portfolios, and supports clients via a nationwide network of independent advisors.

Anthony Panto is a financial advisor at Capital Analysts with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Raymond James Financial Services and SagePoint Financial. Outside of advising, he serves as a board member for Junior Achievement of New Jersey, organizing financial literacy events. Capital Analysts serves retail and institutional clients with portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice. The firm delivers investment management through both discretionary and non-discretionary approaches, supported by an in-house Investment Management & Research team and partnerships with third-party managers.

Natalia Donaldson is a financial advisor at Capital Analysts with nine years of industry experience. She holds the Series 66 designation and previously worked at Mass Mutual Investors Services and Mass Mutual Life Insurance Company. Donaldson serves as a board member and secretary of Osprey Village, Inc., a residential community for adults with developmental disabilities. 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 in-house investment management.