Christopher Duffy is a CFP®-designated financial advisor with 26 years of industry experience, currently serving at Lincoln Investment since 2012. He is also president of Capital Analysts of New England, a wealth management firm, and is involved as a life insurance agent. Additionally, he holds a vice chair position on the Planned Giving committee for the South Shore Hospital Charitable Foundation. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor-managed and firm-managed investment programs utilizing both strategic and tactical approaches overseen by an Investment Management & Research team.

Paul Longobardi is a CFP® professional with 24 years of industry experience, currently serving as an advisor at Lincoln Investment. His prior roles include positions at TD Private Client Wealth LLC and Capital Analysts, where he is also a Senior Director of Investments. He is based in Braintree, MA. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and tactical approaches supported by an Investment Management & Research team.