Brian Shank is a financial advisor with Capital Analysts who holds Series 63 and Series 65 licenses and has 20 years of industry experience. He has worked at Phillips Financial Services, Inc. and Lincoln Investment Planning Inc. since 2007 and 2008, respectively. Outside of his advisory roles, Shank serves as president of BCS Annuity and Insurance Benefits Company, which focuses on fixed annuities and life insurance products. Capital Analysts serves a diverse client base including retail and institutional investors such as high-net-worth individuals, trusts, foundations, and charitable organizations. The firm provides portfolio management, advisor-managed portfolios, third-party manager access, and retirement-plan advice through a nationwide network of independent advisors and in-house discretionary investment management.

Shane Isaac is a financial advisor at Capital Analysts with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Lincoln Investment LLC since 2016 and The Gabor Agency since 1996. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management and retirement-plan advice through a nationwide network of independent advisors and provides both discretionary and non-discretionary investment management supported by an in-house research team and third-party managers.

Jennifer Prosise is a financial advisor with Capital Analysts in Joliet, IL, holding Series 63 and Series 65 credentials and bringing 17 years of industry experience. She has worked with Isagenix, Lincoln Investment Planning, Inc., and The Voyager Group, Ltd. Outside of advisory roles, she serves as Treasurer and Board Member of the Estate Planning Council of Joliet and is Vice President of the National Tax-Deferred Savings Association, a financial advocacy nonprofit. 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 combines discretionary and non-discretionary investment management with proprietary mutual-fund screening.

Christian Isaly is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and over 32 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 2005 and Hd Vest Advisory Services, Inc. since 1995. Outside of financial advising, he supports a sand blasting business for his son and serves on the Florida State Guard in a disaster response role. Capital Analysts serves a range of retail and institutional clients, including high-net-worth individuals, trusts, foundations, and businesses. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and proprietary investment strategies.

Tamara Indianer is a CFP®-certified financial advisor with over 31 years of industry experience. She is currently with Capital Analysts and has previously worked extensively with Lincoln Investment and Managed Benefits Group. Indianer serves on several committees and boards focused on financial literacy, education, and nonprofit advocacy, including the CRES Committee, Neurofibromatosis Northeast, and MASBO’s Vendor Advisory Committee. Capital Analysts serves a range of retail and institutional clients, providing portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisor representatives and in-house investment management. The firm integrates institutional resources and proprietary investment screening processes to support its client offerings.

Keri Vacanti is a financial advisor at Capital Analysts with 22 years of industry experience. She holds the Series 63 designation and has been with Capital Analysts since 2023, following a long tenure at The Legend Group beginning in 2001. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, and institutions, providing portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors. The firm offers both discretionary investment management through an in-house team and non-discretionary services via advisors and third-party managers.

Mark Ayers is a CFP® credentialed financial advisor at Capital Analysts with 17 years of industry experience. He worked at The Vanguard Group for 15 years before joining Capital Analysts and Lincoln Investment in 2023. Capital Analysts serves a range of retail and institutional clients, offering 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. The firm uses a proprietary mutual-fund screening process and provides both discretionary and non-discretionary investment management.

Adam Indianer is a financial advisor with Capital Analysts in Miami, FL, holding a Series 66 designation and six years of industry experience. His prior work includes roles at Celebrity Sweat and Cowen and Company, 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, 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.

Elliott Harris IV is a financial advisor with Capital Analysts in Clearwater, FL, holding Series 63 and Series 65 licenses and 33 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2005 and PlanMember Securities Corp since 2002. Outside of his advisory role, he is president of Harris Consulting Inc., an S-Corp established for tax filing purposes. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, advisor-managed portfolios, third-party manager access, and retirement-plan advice. The firm provides both discretionary and non-discretionary investment management through its in-house team and independent advisors, with a proprietary mutual fund screening process supporting its portfolio construction.

Courtney Demers is a financial advisor at Capital Analysts with Series 63 and 65 credentials and two years of industry experience. She also operates a solo tax preparation business, serving many of her investment clients with personal income tax services. Prior to joining Capital Analysts, Demers has worked at Lincoln Investment and Evans & Evans. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management and advisor-managed portfolios. The firm employs a proprietary mutual-fund screening process and delivers investment management through both discretionary and non-discretionary approaches.

David Berendt is a financial professional at Capital Analysts with three years of industry experience. He holds a Series 66 designation and previously worked at Lincoln Investment. In addition to his advisory role, Berendt serves as a small groups coach for the Boomerang Project, teaching educators how to facilitate a mentoring program for high school students. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm offers customized portfolio management and retirement-plan advice through both discretionary and non-discretionary investment approaches, supported by an in-house research team and a nationwide network of independent advisors.

Michael Punturieri is a financial advisor with Capital Analysts in Bohemia, NY, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. 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 firm-managed programs.

Ryan Carlson is a financial advisor with Capital Analysts and holds a Series 66 designation. He has 14 years of industry experience, including roles at Lincoln Investment, Eagle Strategies, and his own Carlson Financial Group. Outside of his advisory work, he serves on the Board of Trustees for the Medina County District Library and is a board member and finance committee member at Community Assessment & Treatment Services, Inc. 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, advisor-managed custom and model portfolios, access to third-party managers, and retirement-plan advice, delivering investment management through both discretionary and non-discretionary approaches.

Ryan Boyd is a CFP® professional with 25 years of experience in the financial services industry. He is affiliated with Capital Analysts and has previously worked at Cincinnati Analysts, Inc. and Lincoln Investment. Boyd serves on the boards of Fellowship Missions and the Walton College Alumni Society, engaging in mission work and supporting alumni involvement. 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 advisory services through a nationwide network of independent advisors and employs a proprietary mutual-fund screening process to build model portfolios.

Dianne Woon is a financial advisor at Capital Analysts with 23 years of industry experience. She holds the CFP® designation and Series 66 license. Her career includes roles at Lincoln Investment since 2012 and Capital Analysts Incorporated since 2007. Woon serves on the advisory board of the Hope Worldwide Bay Area Chapter, a nonprofit organization. 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 fund screening process.

Phillip Burnette is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked at Lincoln Investment since 2010 and AAG Securities since 1997. Additionally, he is president and owner of The Burnette Financial Group, Inc., specializing in insurance sales and services including group health, life, dental, disability, and employee benefits. Capital Analysts serves retail and institutional clients such as high-net-worth individuals, 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 advisors and in-house investment teams.

Jerome Garrett is a financial advisor at Capital Analysts with 40 years of industry experience and holds Series 63 and Series 65 credentials. He has worked at Lincoln Investment since 2010 and has been involved with Consolidated Financial Corp. since 1989, where he also engages in fixed annuity and life insurance sales. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable clients, offering portfolio management and retirement-plan advice through a nationwide network of advisors. The firm combines discretionary investment management by an in-house research team with non-discretionary services via advisors and third-party managers.

Bryan Alsbury is a financial advisor with Capital Analysts in Renton, WA, holding Series 63 and Series 65 credentials and bringing 13 years of industry experience. He has been associated with Lincoln Investment since 2013. Alsbury is also a member of RSA 405 LLC, which manages office lease expenses. 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 nationwide network of independent advisors and firm-managed programs, utilizing both discretionary and non-discretionary investment management approaches supported by proprietary research and third-party managers.

Suzanne Conran is a financial advisor with Capital Analysts in Braintree, MA, holding Series 63 and Series 65 credentials and having 30 years of industry experience. She has worked with Lincoln Investment since 2010 and has also been associated with Aag Securities, Inc. and Horizon Financial Group since the mid-1990s. In addition to her advisory roles, she has experience selling fixed annuity and term life insurance products. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable clients, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement plan advice through a network of independent advisors and firm-managed programs. The firm employs both discretionary and non-discretionary investment management utilizing a proprietary mutual fund screening process and maintains institutional relationships to support a range of cash sweep products.

Arthur Smith is a financial advisor with Capital Analysts in Bethlehem, PA, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Lincoln Investment Planning, LPL Financial, QNB Bank, and Investment Professionals Inc. Outside of his advisory work, Smith owns and manages a short-term rental sailboat business in Key West, handling bookings and maintenance. Capital Analysts serves both retail and institutional clients, offering portfolio management, custom and model portfolios, access to third-party managers, and retirement-plan advice through a nationwide network of advisors. The firm provides investment management via an in-house team using a proprietary mutual fund screening process and collaborates closely with institutional partners such as Lincoln Investment and Pershing/BNY.