Thomas Hoffman is a Series 63 licensed advisor with Capital Analysts in Braintree, MA, bringing 40 years of industry experience. He has been with Capital Analysts since 1985 and concurrently worked at Lincoln Investment since 2012. Hoffman is involved in various community activities, including serving as founding board member and treasurer of the South Shore Special Needs Athletic Partnership and participating in local veterans' support organizations. 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 advisors and proprietary investment research.

Adrian Gonzalez is a financial advisor with Capital Analysts, holding a Series 66 designation and two years of industry experience. Prior to joining Capital Analysts, he worked at Lincoln Investment and has been involved with Operation HOPE and various community service roles. 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 combines discretionary and non-discretionary investment management supported by proprietary research tools.

Bryan Seaquist is a financial advisor with Capital Analysts who holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior roles include positions at Lincoln Investment since 2017 and Guardian Life from 2000 to 2017. He is also involved with The Gabor Agency, Inc, which provides insurance and retirement options to employees of colleges and universities in Florida. 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 specialized retirement plan advice through a nationwide network of independent advisors and in-house investment teams.

Stanton Green is a financial advisor at Capital Analysts with 23 years of industry experience. He has held roles at Lincoln Investment Planning, Inc. since 2011 and previously worked at CUNA Brokerage Services, Inc. and Equitable Advisors. He holds Series 63 and Series 65 credentials. 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 in-house investment management.

Donald Tiburzi is a financial advisor with Capital Analysts in Getzville, NY, holding Series 63 and Series 65 licenses and possessing 42 years of industry experience. His prior roles include positions at Lincoln Investment since 2017, Legend Advisory Corporation from 2009 to 2019, and Legend Equities Corporation from 1994 to 2017. Outside of investment advising, he provides personal income tax preparation services. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, businesses, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement plan advice through a network of independent advisors and an in-house investment management team that employs a proprietary mutual-fund screening process.

James Saylor III is a financial advisor with Capital Analysts in Tallahassee, FL, holding Series 65 and Series 63 licenses and bringing 21 years of industry experience. He has worked with Lincoln Investment since 2016 and The Gabor Agency since 2004. Outside of his advisory role, he serves as Chief Operating Officer of the Shero Group foundation and chairs the Investment Strategy and Board Committee for the Most Worshipful Union Grand Lodge. 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.

Caitlin Little is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Capital Analysts and Lincoln Investment, she worked at Dearborn & Creggs and spent five years at CBS News. 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 advisors, utilizing both discretionary and non-discretionary investment approaches supported by in-house research and third-party managers.

Timothy Bandi is a financial advisor with Capital Analysts, holding Series 63 and Series 66 designations and bringing 45 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2012 and previously held roles at LPL Financial, Countrywide Investment Services, and TD Ameritrade. 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. The firm combines discretionary and non-discretionary investment management supported by a proprietary mutual-fund screening process and maintains institutional relationships that support its investment products and services.

George Balocik is a financial advisor with Capital Analysts, holding Series 63 and Series 65 designations and over 44 years of industry experience. His prior roles include positions at Lincoln Investment, Cetera, BPG Planning, Guardian Life, and Weber Insurance Agency. He also engages in the sale and service of fixed annuities and insurance as a broker/agent. Capital Analysts serves a diverse client base including retail, high-net-worth, institutional 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. The firm employs a proprietary mutual-fund screening process and maintains institutional relationships that support its investment and retirement services.

Cooper Peters is a financial advisor with Capital Analysts in Golden, CO, holding Series 63 and Series 66 credentials and 23 years of industry experience. His previous roles include positions at Lincoln Investment, Legend Equities Corporation, Raymond James Financial, Equitable Advisors, and Stanford Group Company. 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 managed programs.

Ronald Bernstein, CFP® and Series 63, is a financial advisor with Capital Analysts in Great Neck, NY, and has 33 years of industry experience. His prior work includes roles at Lincoln Investment, Legend Advisory Corporation, and Legend Equities Corporation. He is also the owner of a tax preparation and tax planning business. Capital Analysts serves retail and institutional clients, including high-net-worth investors, trusts, and businesses, offering portfolio management, access to third-party managers, and retirement-plan advice. The firm provides investment management through both discretionary in-house teams and non-discretionary advisors, supported by proprietary portfolio screening tools and institutional relationships.

Pamela Lepore is a CFP®-certified financial advisor with 26 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1999. 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 and retirement-plan advice through both discretionary in-house investment management and non-discretionary advisor-managed and third-party solutions, supported by proprietary research and institutional relationships.

Alfredo Manzanarez is a financial advisor with Capital Analysts and holds a Series 66 designation, bringing 18 years of industry experience. His career includes roles at Lincoln Investment Planning, Ameriprise, and Shelgren Financial Group. Outside of advising, he is a part owner of an early childhood music education business and operates a business consulting firm focused on preparing companies for sale. 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 both discretionary in-house management and non-discretionary third-party managers, supported by proprietary research and established institutional relationships.

Steven Cook is a financial advisor with Capital Analysts in Southfield, MI, holding Series 63 and Series 65 registrations and bringing 33 years of industry experience. His prior roles include long-term positions at Lincoln Investment Planning Inc and multiple life insurance companies. Outside of advisory work, Mr. Cook is involved in teaching and department chair responsibilities at Allen Park Public Schools and participates in insurance sales and a web-based fixed annuity business. 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 custom and model portfolios, and retirement-plan advice. The firm provides investment management through an in-house team and third-party managers, utilizing a proprietary mutual fund screening process and maintaining institutional relationships to support a range of financial products and services.

Matthew Divita is a financial advisor with Capital Analysts in Twinsburg, OH, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has worked with Capital Analysts since 2006 and has been affiliated with Lincoln Investment since 2012. Divita is also president of Evolution Wealth Management, LLC, where he manages daily and trading activities. Capital Analysts serves a broad 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, supporting retirement-plan advice and model portfolios built using a proprietary fund-screening process.

Jordan Perdigao is a financial advisor at Capital Analysts with seven years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at firms including Lincoln Investment and Santander Securities. He is also involved in selling fixed annuities and various types of insurance through Crump. Capital Analysts serves a diverse clientele 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.

Brian Nethercutt is a financial advisor with Capital Analysts in Greenville, NC, holding Series 63 and Series 65 licenses and nine years of industry experience. His prior work includes roles at The Cardinal Group Inc, Lincoln Investment, and BB&T. In addition to his advisory work, he is an adjunct business instructor at Pitt Community College and develops finance content as an independent contractor with Pearson Education. 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, and retirement-plan advice. The firm provides investment management through both discretionary in-house teams and non-discretionary advisors and third-party managers, utilizing a proprietary mutual-fund screening process called CAPSL.

Alexander Snyman is a financial advisor with Capital Analysts, holding a Series 66 designation and 14 years of industry experience. His prior work includes positions at Lincoln Investment, Eagle Strategies LLC, and New York Life Insurance. In addition to his advisory role, he is appointed as an insurance agent, brokering fixed insurance products. 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 advisors and in-house investment management.

John Cruse is a financial advisor with Capital Analysts in Royal Oak, MI, holding a Series 66 designation and six years of industry experience. He previously worked at Lincoln Investment from 2019 to present and United Shore from 2015 to 2020. 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.

Ryan Day is a Certified Financial Planner® with 28 years of industry experience. He is affiliated with Capital Analysts and Lincoln Investment, serving since 2011 and 2012 respectively. In addition to his advisory roles, he is the author of investment-related books through his consulting firm, Ryan M. Day Consulting Inc. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisors, employing both discretionary investment management by an in-house team and non-discretionary management with third-party managers.