Garrett Shambo is a financial advisor with Capital Analysts, holding a Series 66 credential and three years of industry experience. Prior to joining Capital Analysts, he worked at Lincoln Investment and spent six years at Bob Johnson Auto Group. He also works as a broker assisting individuals and small businesses with health insurance plans through the New York State Health Care Marketplace. 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 in-house management teams.

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.