Capital Analysts

Robert Ouimet is a CFP® professional with 22 years of industry experience. He has worked at firms including Russell Investments, Financial Engines Advisors L.L.C., and Lincoln Investment before joining Capital Analysts. He also provides advisory services related to insurance and fixed products, helping clients evaluate insurance-based financial planning options. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations. The firm offers portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of advisors, using both discretionary and non-discretionary investment approaches supported by an in-house research team.

Robert Moore is a financial advisor with Capital Analysts in Atlanta, GA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2000 and Resurgers Risk Management since 1999. Outside of his advisory roles, he coaches individual football drills at youth camps. Capital Analysts serves a broad 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, delivering investment management both through an in-house discretionary team and non-discretionary advisors nationwide.

Brian Reynolds is a financial advisor with Capital Analysts, holding a Series 63 designation and 14 years of industry experience. He previously worked at Equity Services, Inc. and National Life for eight years each before joining Capital Analysts and Lincoln Investment. Outside of his advisory role, he volunteers with the Peconic Hockey Foundation in marketing and operates a collectibles sales business as a sole proprietor. 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 a combination of in-house discretionary management and non-discretionary advisor and third-party manager offerings, supported by proprietary mutual fund screening and institutional relationships.

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.

Michelle Engle is a financial advisor with Capital Analysts in St. Petersburg, FL, holding a Series 66 designation and 12 years of industry experience. She has previously worked at Lincoln Investment Planning, Legend Advisory, and Ameriprise Financial Services. In addition to her advisory role, she provides life and disability insurance to clients as a licensed agent. 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, access to third-party managers, and retirement plan advice through a nationwide network of independent advisors and its in-house investment management team.

Scott Merkel is a financial advisor at Capital Analysts with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Investment Planning, Inc. since 2004. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management, customized 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 employs both discretionary and non-discretionary investment management supported by an in-house research team using a proprietary fund screening process.

Joseph Johnston is a financial advisor with Capital Analysts who holds a Series 66 designation and has 13 years of industry experience. He previously worked at Morgan Stanley for one year before joining Lincoln Investment Planning, where he has been employed for 12 years. 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.

Benjamin Wuerffel is a financial advisor with Capital Analysts in Jacksonville, FL, holding a Series 66 designation and 17 years of industry experience. He has been associated with multiple firms, including Lincoln Investment since 2012 and Krier Wealth Management since 2009. Outside of his advisory work, he serves on the board of the BlueClaws Baseball Foundation and is president of the Cornerstone Study Group, a professional development organization. Capital Analysts serves retail and institutional clients such as high-net-worth individuals, trusts, and charitable organizations. The firm offers both discretionary and non-discretionary investment management, leveraging a proprietary mutual-fund screening process and partnerships with third-party managers, while providing retirement-plan advice through a nationwide network of independent advisors.

Vered Justin is a financial advisor with Capital Analysts in Encino, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. She previously worked at Lincoln Investment from 2017 to present and Legend Equities Corporation from 1994 to 2017. Outside of her advisory role, she is president of a consulting firm, Justin Industries, and is involved in health and life insurance sales. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, foundations, and charitable organizations, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm combines discretionary investment management by an in-house team with independent advisor and third-party manager oversight, utilizing a proprietary mutual-fund screening process called CAPSL.

Melissa Hoffman is a financial advisor at Capital Analysts with nine years of industry experience. She holds Series 63 and Series 65 credentials and has worked with Lincoln Investment and Dearborn & Creggs. Outside of her advisory role, she coaches for Fort Bend Master Swimming, serves on the Board of Directors for the Fort Bend Chamber of Commerce, and volunteers as a committee member and captain for the Houston Marathon. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, and charitable organizations. The firm offers portfolio management and retirement-plan advice through both discretionary and non-discretionary investment management, supported by an in-house research team and third-party managers.

Ray Stanley is a financial advisor with Capital Analysts in The Woodlands, TX, holding Series 63 and Series 66 licenses and 20 years of industry experience. He has worked at Lincoln Investment and Outlook Financial Group, LLC, concurrently with his role at Capital Analysts since 2012. In addition to advisory work, he is licensed as a fixed insurance agent involved in policy underwriting and quoting. Capital Analysts serves a diverse client base including individual, high-net-worth, institutional, and charitable organization investors, providing services such as portfolio management, access to third-party managers, and retirement-plan advice through a nationwide network of advisors. The firm manages investments both discretionary and non-discretionary, utilizing proprietary mutual fund screening and offering tax-aware portfolio options.

Asim Awan is a financial advisor with Capital Analysts in Frisco, TX, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has previously worked at Voya Financial Advisors, Valic Financial Advisors, and Ameriprise. Awan is also the founding partner of Red River Wealth Advisors, a financial services firm serving client financial needs. Capital Analysts serves a diverse range of clients, including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations, offering portfolio management and retirement-plan advice through a nationwide network of independent advisors and firm-managed programs. The firm employs both discretionary and non-discretionary investment management approaches, supported by an in-house research team and third-party managers.

Nellie Forst is a financial advisor with Capital Analysts in Fort Washington, PA, holding Series 63 and Series 66 licenses and 11 years of industry experience. She has worked at Lincoln Investment and Capital Analysts since 2015. Outside of advisory work, she is involved in managing a rental property. Capital Analysts serves a diverse client base, including individuals, 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 in-house investment management.

Donald Duntley is a financial advisor with Capital Analysts based in Tulsa, OK, holding a Series 66 designation and over 25 years of industry experience. He has worked at Morgan Stanley Smith Barney and its affiliated entities from 2002 to the present. Outside of his advisory work, he is the sole member of Duntley Investment Management, LLC, an entity used for bookkeeping and tax purposes, and acts as an independent contractor in the sale of 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 independent advisors and in-house investment teams.

Nancy Dinh is a financial advisor at Capital Analysts with 23 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Lincoln Investment, Penn Mutual Life Insurance, Hornor Townsend & Kent, and Valic Financial Advisors. Outside of her advisory role, she serves as Executive Vice-President of the DFW Asian American Citizens Council and is a part owner of PC CONNECT, LLC, an IT support services business. Capital Analysts provides portfolio management and retirement-plan advice to retail and institutional clients, including high-net-worth individuals, trusts, foundations, and businesses. The firm offers both discretionary and non-discretionary investment management through an in-house research team, independent advisors, and third-party managers, delivering customized portfolios and specialized services nationwide.