Robert Ouimet is a CFP® with 22 years of industry experience. He is currently affiliated with Capital Analysts and Lincoln Investment, having held prior roles at Financial Engines Advisors L.L.C. and RUSSELL Investments. He also provides advisory services related to insurance and fixed product advising, assisting clients with evaluating insurance-based products for financial planning purposes. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with investment decisions supported by an in-house Investment Management & Research team using proprietary screening processes.

Don Adwell is a financial advisor at Capital Analysts with 14 years of industry experience. He holds a Series 65 designation and has been affiliated with Lincoln Investment Planning, Inc. since 2011. Outside of his advisory role, he serves as a volunteer board member for the Tampa Firefighters Museum and is a trustee for the Tampa Firefighters and Police Officers Employees Health Plan. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, and charitable organizations. The firm employs a discretionary and non-discretionary portfolio management approach supported by an in-house investment research team and offers a range of customizable advisory services.

Andrew La Forge is a financial advisor at Capital Analysts with seven years of industry experience. He holds the Series 66 designation and has worked with Lincoln Investment and West Coast Financial. Outside of his advisory work, he serves as treasurer and board member for a nonprofit focused on environmental cleanup efforts in Florida. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and corporate clients. The firm offers discretionary and non-discretionary portfolio management supported by an in-house investment management team and proprietary screening tools.

Richard Sharpe is a financial advisor with Capital Analysts who holds Series 63 and Series 65 licenses and has 17 years of industry experience. He has worked with PlanMember Securities Corporation since 2009 and has been affiliated with West Coast Financial and Lincoln Investment since 2015. Outside of his advisory role, Sharpe serves as a substitute teacher and soccer coach at local schools in Lutz, Florida. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, foundations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management with an in-house investment management team and proprietary screening processes, along with a range of advisory and third-party manager options.

Angela Seguro is a financial advisor at Capital Analysts with 10 years of industry experience. She holds a Series 66 designation and has worked at Lincoln Investment and West Coast Financial Inc since 2017, as well as at Cuna Brokerage Services, Inc. and Suncoast Credit Union from 2015 to 2017. In addition to her advisory role, she is licensed to sell life insurance and fixed annuities. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and corporate clients. The firm employs an in-house Investment Management & Research team that supports discretionary and non-discretionary portfolio management through various programs and custom portfolios.

Bret Smith is a financial advisor with Capital Analysts, holding the CFP® and ChFC® designations and bringing 37 years of industry experience. He has worked with Lincoln Investment Planning, Inc. since 2005 and has longstanding ties to West Coast Financial Group, Inc., where he has been active since 1986. Outside of his advisory role, Mr. Smith is a co-owner of SECURE AMERICA FIRST, LLC, where he teaches firearms training classes, and he serves on the finance committee and as a deacon at Creekside Church. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, trusts, and institutional clients. The firm employs a proprietary mutual-fund screening process and offers discretionary portfolio management with a range of customization options, supported by an in-house Investment Management & Research team.

Matthew Graham is a financial advisor with Capital Analysts in Lutz, Florida, holding a Series 66 license and nine years of industry experience. He has worked with West Coast Financial and Lincoln Investment since 2017 and previously spent four years at Publix Super Market. Outside of his advisory role, Graham is the Chief Growth Officer and Co-Owner of West Coast Financial Group and serves as a deacon and treasurer at Creekside Church. Capital Analysts serves a diverse client base, including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through various programs and relies on an in-house Investment Management & Research team to guide investment decisions.

Jesse Smith is a financial advisor at Capital Analysts with 12 years of industry experience. He holds the Series 66 designation and has been associated with Lincoln Investment Planning and West Coast Financial since 2013. Outside of his advisory role, Smith is involved in business activities including serving as COO of a real estate LLC and working in insurance sales. Capital Analysts serves a diverse client base including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, utilizing an in-house investment team and proprietary screening processes, while supporting advisors who may also engage in outside business activities alongside their advisory services.

Stephen Dalfino is a financial advisor with Capital Analysts in Lutz, FL, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. He has worked at Capital Analysts since 2020 and also maintains roles with West Coast Financial Group and Lincoln Investment Planning, both since 2006. Outside of his advisory work, he is involved in insurance and annuity sales through West Coast Financial Group. Capital Analysts serves a diverse client base, including individuals, high-net-worth investors, retirement plans, and corporate clients, offering discretionary and non-discretionary portfolio management through both model and custom portfolios. The firm’s investment decisions are guided by an in-house Investment Management & Research team using proprietary screening processes, and it supports a wide range of advisor activities and client service models.

Christian Isaly is a financial advisor at Capital Analysts with 32 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Lincoln Investment Planning, Inc. and Hd Vest Advisory Services, Inc. since the mid-1990s. Outside of his advisory role, he supports disaster response efforts as a member of the Florida State Guard and is involved in a sand blasting business venture alongside his son. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, retirement plans, and institutional clients. The firm employs a discretionary and non-discretionary investment approach guided by an in-house Investment Management & Research team, offering a range of portfolio management options and fiduciary services.