Steven Dubin is a financial advisor with Capital Analysts in Braintree, MA, holding a Series 63 designation and over 49 years of industry experience. He has been affiliated with Capital Analysts and related entities since 1975 and also co-owns Williams & Dubin, a financial services and insurance firm providing life insurance, disability, annuities, and other compensation-related products. 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 combination of discretionary and non-discretionary investment approaches supported by an in-house research team and nationwide network of independent advisors.

Jeffrey Ott is a financial advisor with Capital Analysts and holds a Series 66 designation. He has 17 years of industry experience, including roles at Lincoln Investment, Legend Advisory Corporation, Legend Equities Corporation, and Edward Jones. Ott has been with Lincoln Investment since 2017. 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, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and in-house investment management.

Abu Gofran is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at Legend Equities Corporation for six years before joining Lincoln Investment, where he has been since 2017. Additionally, he operates a health insurance brokerage focusing on group health insurance for small businesses through California Choice. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice, delivering investment management through both discretionary in-house teams and non-discretionary advisor-managed portfolios.

Teresa Fitzgerald is a financial advisor with Capital Analysts, holding Series 66 and Series 63 licenses and bringing 16 years of industry experience. Her prior work includes roles at Lincoln Investment, Mass Mutual Investors Services, Penn Mutual Life Insurance Company, and Hornor Townsend & Kent. Outside of financial advising, she is the founder of TMF Legacy Enterprises, Inc., which provides sales coaching and leadership development, and co-founded the I3Inspire podcast focused on entrepreneurial resources. She also serves as a trustee for the Italian Sons and Daughters of Italy – Peachtree City Lodge. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network. Investment management is provided both discretionarily by an in-house team using a proprietary screening process and non-discretionarily through advisors and third-party managers.

Mylon Logan is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has worked with Lincoln Investment since 2010 and has longstanding roles with Aag Securities, Inc. and Grant Co State Bank since 1998. Outside of his advisory work, he serves as treasurer and board member for Westview Wesleyan Church. Capital Analysts provides investment services to a diverse client base, including individuals, high-net-worth investors, trusts, and charitable organizations. The firm delivers portfolio management through a combination of in-house discretionary management and non-discretionary third-party advisors, supported by proprietary screening tools and institutional relationships.

Neal Kloke is a financial advisor with Capital Analysts in Bellingham, WA, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2009 and has a long-standing association with NWM Financial Services and Kloke Financial Enterprises Inc. since 2002. Outside of advisory work, Kloke is involved as an officer of the Dallas Kloke Family Foundation, supporting local organizations, and serves as Treasurer and Board Member of NAIFA Washington. 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 its own managed programs.

Jason Hergenreder is a financial advisor at Capital Analysts with five years of industry experience. He holds the Series 66 designation and has worked at several firms, including Lincoln Investment LLC and Waddell & Reed Inc. Prior to his advisory career, he gained experience in education through roles at Lago Vista ISD and Round Rock ISD. Outside of his advisory work, he is the managing member of JP Hergenreder Investment LLC, an entity established for tax purposes. Capital Analysts serves a diverse client base including individual investors, high-net-worth clients, trusts, foundations, and charitable organizations. The firm offers portfolio management, custom and model portfolios, third-party manager access, and retirement-plan advice, delivering both discretionary and non-discretionary investment management through an in-house research team and independent advisors.

Donald Moore II is a Series 66-licensed financial advisor with Capital Analysts, based in Greenbelt, MD, and has 11 years of industry experience. He has worked at Lincoln Investment since 2015. Outside of his advisory role, Moore serves as a sales representative for Columbus Life and The State Life Insurance Company/One America, focusing on non-equity life insurance and long-term care insurance. 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, access to third-party managers, and retirement-plan advice through both discretionary in-house management and non-discretionary advisor-managed approaches.

Fred Barnard Jr. is a financial advisor at Capital Analysts with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Lincoln Investment and Legend Equities Corporation. Barnard also engages as a producer for several life insurance companies, including American Equity Investment Life Insurance and North American Life Insurance Company. 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. The firm provides investment management both on a discretionary basis through an in-house team and on a non-discretionary basis via advisors and third-party managers.

Shane Robinson is a financial advisor with Capital Analysts, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005. Outside of advising, Robinson is president of an insurance agency focusing on life insurance and fixed annuities, and he also leads a consulting firm that manages office operations in Greenville, NC. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, and charitable organizations, offering portfolio management and retirement-plan advice through both discretionary and non-discretionary investment approaches. The firm integrates proprietary fund screening and maintains institutional partnerships to support a broad range of investment solutions.

Douglas Rucki is a financial advisor with Capital Analysts in Albemarle, NC, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2011. In addition to his advisory role, he works as an insurance agent specializing in life insurance and fixed annuity sales and service. 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 approaches, utilizing proprietary mutual fund screening and offering tax-aware strategies, with a nationwide network of independent advisors and institutional relationships.

Madison Hammel is a financial advisor at Capital Analysts with 10 years of industry experience. She holds a Series 66 designation and has worked concurrently at Consolidated Financial and Lincoln Investment since 2016. Outside of her advisory work, she is the owner and managing member of Portfolio Projector LLC, a real estate planning business focused on evaluating real estate portfolios. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm employs both discretionary and non-discretionary investment strategies and utilizes a proprietary mutual-fund screening process to build tax-aware portfolios.

Todd Bragg is a financial advisor with Capital Analysts in Braintree, MA, holding a Series 66 designation and over 20 years of industry experience. He has worked at Lincoln Investment since 2012 and with Capital Analysts of New England since 2004. Outside of his advisory role, he manages a Cape Cod vacation property as a landlord. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and businesses. The firm provides portfolio management and retirement-plan advice through a nationwide network of independent advisors and an in-house investment team that uses a proprietary mutual-fund screening process to construct model portfolios.

Troy Prenger is a financial advisor with Capital Analysts, holding Series 65 and Series 63 credentials and bringing 13 years of industry experience. He previously worked at James Capital Alliance, Inc. and Lincoln Investment Planning, LLC. In addition to his advisory role, he is involved in insurance product sales and tax preparation for clients through the Leugers Insurance Agency. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, providing portfolio management and retirement-plan advice through a nationwide network of independent advisors. The firm offers both discretionary and non-discretionary investment management, utilizing a proprietary mutual-fund screening process and maintaining institutional relationships supporting a range of financial products.

Jay Badeaux is a financial advisor with Capital Analysts in Slidell, LA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His career includes roles at Next Generation Holdings, LLC and Lincoln Investment Planning, Inc. He is also the chief operating officer of EldercareLA, LLC, an agency offering fixed insurance products such as life and long-term care insurance. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable organizations, providing portfolio management, custom and model portfolios, third-party manager access, and retirement plan advice through a nationwide network of independent advisors. The firm employs a proprietary mutual-fund screening process and delivers investment management both on discretionary and non-discretionary bases.

Martin Lazzaro is a financial advisor with Capital Analysts in Rochester, NY, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His prior work includes roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. Outside of his advisory work, Lazzaro is involved in educating clients on Medicare enrollment and operates a healthcare-related business focused on Medicare plans. 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, combining discretionary investment management by an in-house team with non-discretionary services via advisors and external managers.

Christopher Elias is a financial advisor at Capital Analysts with 10 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Lincoln Investment for six years and Bankers Life for one year. Prior to his financial advisory career, he spent over two decades at Factset Data Systems, Inc. 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.

William Adelsberger is a financial advisor with Capital Analysts, holding a Series 63 designation and 28 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 1998 and also has experience with Asplundh dating back to 1990. 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 nationwide network of independent advisors and internal programs.

Shawn Wears is a CFP® professional with 19 years of industry experience, currently affiliated with Capital Analysts. His prior roles include positions at Lincoln Investment, Cambridge Investment Research Advisors, Guggenheim Investments, and Rydex Advisory Services. Outside of his advisory work, he is involved in community activities as the financial secretary of the McWhinney Benevolent Association. 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 a proprietary mutual fund screening process and maintaining institutional relationships to support a wide range of investment and retirement-planning services.

James Guy Jr. is a financial advisor with Capital Analysts, LLC and holds a Series 63 designation. He has 21 years of industry experience, previously working at Lincoln Investment and Legend Equities Corporation. Outside of his advisory role, he hosts a podcast focused on the history and businesses of Warren, Ohio, and is actively involved in several local nonprofit boards and community projects, including serving as president of Raider Pride Park. Capital Analysts serves retail and institutional clients, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm delivers investment management both through its in-house research team using proprietary screening tools and via independent advisors and third-party managers.