Megan Dolan is a financial advisor with Capital Analysts in Braintree, MA, holding Series 63 and Series 66 licenses and seven years of industry experience. She has worked at Lincoln Investment since 2019 and previously at the University of Connecticut from 2015 to 2018. Outside of advising, she has served as a part-time administrative assistant for Suzanne Conran at Capital Analyst New England. Capital Analysts provides portfolio management and advisory services to a diverse client base, including individual investors, trusts, foundations, and institutions. The firm offers both discretionary and non-discretionary investment management through its in-house team and third-party managers, supported by proprietary screening tools and integrated institutional relationships.

Bridget Mc Groarty is a financial advisor with Capital Analysts, holding a Series 66 designation and eight years of industry experience. She has worked at Capital Analysts of New England since 2018 and previously held positions at Information Mapping and NWN Corporation. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, trusts, foundations, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Christopher Duffy is a CFP® professional with 26 years of experience in financial advising. He is currently with Capital Analysts and has worked with Lincoln Investment since 2012. Outside of his advisory role, he serves as vice chair of planned giving on the board of trustees for the South Shore Hospital Charitable Foundation and is involved in drafting estate planning legal documents through his law practice. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, 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 range of investment and retirement-plan services.

Michael Marshall Sr. is a financial advisor with Capital Analysts who holds Series 63 and Series 66 licenses and has 34 years of industry experience. He has worked at Lincoln Investment since 2012 and has been with Capital Analysts Incorporated since 1999. Outside of his advisory roles, he serves as president of the Clifford H Marshall Foundation, a charitable organization focused on fundraising for a local elementary school, and is a part owner of a bar and grill. 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 network of independent advisors and its in-house investment management team.

Jeffrey Campbell is a financial advisor with Capital Analysts, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2004. Outside of his advisory role, he is an owner and treasurer of Concept Hockey Position, a company offering hockey programs and coaching for college and youth players. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, and charitable organizations. The firm provides portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network and combines discretionary investment management with advisor-managed and third-party solutions.

Brian Hill is a ChFC® with 38 years of experience in the financial services industry. He has been with Capital Analysts since 1988 and also holds a long tenure at Lincoln Investment and John Hancock Mutual Life Insurance Company. In addition to advisory work, he is involved in life insurance sales. Capital Analysts serves a diverse client base that includes individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement-plan advice through a network of independent advisors and internal programs, utilizing both discretionary and non-discretionary investment approaches supported by an in-house research team.

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.

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.

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.

Shauna Kehrmeyer is a Series 66-licensed financial advisor at Capital Analysts with seven years of industry experience. Her previous roles include positions at Lincoln Investment LLC and Equitable Bank. She also serves as Director of Client Services for Marshall Wealth Management, assisting with client service operations. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, and institutional clients, providing portfolio management through both discretionary and non-discretionary approaches. The firm supports its services with an in-house Investment Management & Research team and a nationwide network of independent advisors.

Merrie Leighton is a financial advisor at Capital Analysts with 44 years of industry experience. She has been with Capital Analysts since 1981 and also works with Lincoln Investment. In addition to her advisory role, she is involved in sales of group life, disability, and health insurance, as well as fixed insurance and annuity sales that include needs analysis, estate planning, and financial 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 and retirement-plan advice through a combination of discretionary in-house investment management and advisor-managed solutions, supported by a proprietary mutual fund screening process and institutional partnerships.

Paul Kilday Jr. is a financial advisor with Capital Analysts, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior work includes roles at Guardian Life and Guardian Investor Services, LLC. He is also involved as a producer with Triple V, Inc., doing business as Marshall Wealth Management. 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 discretionary and non-discretionary approaches, leveraging proprietary tools and a nationwide network of independent advisors.

Kevin Morse is a financial advisor with Capital Analysts, Incorporated in Braintree, MA, holding Series 63 and Series 66 registrations and 35 years of industry experience. He has been with Capital Analysts since 1991 and also maintains roles at Pinnacle Study Group as Treasurer and provides tax preparation and insurance services as a sole proprietor. 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, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm’s investment approach combines discretionary management by an in-house team using a proprietary screening process with non-discretionary advisory services.

Erik Hacker is a financial advisor with Capital Analysts who holds the ChFC® designation and Series 63 license, with 29 years of industry experience. He has worked at Capital Analysts since 1998 and has been affiliated with Lincoln Investment and John Hancock Mutual Life Insurance Co. since 2012 and 1996, respectively. Outside of his advisory work, he is involved in insurance sales through Capital Analysts of New England, providing clients with insurance quotes and information. 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, delivering investment management through both discretionary in-house management and non-discretionary advisory services.

John Blanchard is a financial advisor with Capital Analysts in Braintree, MA, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His career includes roles at Lincoln Investment, Gwn Securities Inc, Mariner, Hornor, Townsend & Kent, Investors Capital Corp., and Eastern Point Advisors Inc. He is also involved in sales and service at TRIPLE V, INC., doing business as Marshall Wealth Management, where he focuses on life insurance, long-term care, and fixed annuities. 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, customized and model portfolios, third-party manager access, and retirement-plan advice through a network of independent advisors and in-house investment teams.

Patrick Robinson is a financial advisor with Capital Analysts in Braintree, MA, holding Series 63 and Series 66 designations and 12 years of industry experience. His prior experience includes roles at Lincoln Investment, Mutual of America Securities LLC, Mutual of America Life Insurance Company, and Jackson National Life Distributors 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, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

Patrick Furnari is a financial advisor with Capital Analysts, holding a Series 63 designation and over 30 years of industry experience. He has been with Capital Analysts since 2002 and also maintains roles at Lincoln Investment, Tactical Solutions, and KAF Financial. Outside of advising, he provides business consulting services through Tactical Solutions, focusing on operations and debt refinancing. 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, custom and model portfolios, third-party manager access, and retirement-plan advice, delivering investment management through both discretionary and non-discretionary methods supported by an in-house research team.

Christopher Connolly is a financial advisor with Capital Analysts in Braintree, MA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been affiliated with Capital Analysts since 1999 and has worked with Lincoln Investment since 2012. Outside of advising, Connolly owns CloudSynergies, a software business focused on business development. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations, offering portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice. The firm combines discretionary investment management by its in-house team with non-discretionary services delivered through advisors and third-party managers, utilizing a proprietary mutual-fund screening process.

Thomas Mccarthy is a financial advisor at Capital Analysts with 39 years of industry experience. He holds the ChFC® designation and Series 63 license. He has worked at Lincoln Investment since 2012 and has been with Capital Analysts, Incorporated since 1986. Outside of his advisory role, he serves as Chair of the Board of Directors and Chair of the Quality, Service, Value Committee at South Shore Health, a community health system. 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 firm-managed programs.

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.

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.

Paul Longobardi is a CFP® professional with 24 years of experience in the financial services industry. He is currently with Capital Analysts and Lincoln Investment, having previously worked at TD Private Client Wealth LLC and TD Bank N.A. His roles include senior-level investment responsibilities. 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, access to third-party managers, and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs.

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.

Suzanne Conran is a financial advisor with Capital Analysts in Braintree, MA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has worked with Lincoln Investment since 2010 and also has long-standing ties to Aag Securities, Inc. and Horizon Financial Group. Her other business activities include providing fixed annuity and term life insurance products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, and charitable organizations. The firm offers portfolio management, custom and model portfolios, and retirement-plan advice through a nationwide network of advisors and an in-house investment management team that employs a proprietary mutual fund screening process.