Capital Analysts

Robert Ouimet is a CFP® professional with 21 years of industry experience, currently serving as an advisor at Capital Analysts since 2021. His prior experience includes roles at Lincoln Investment, Financial Engines Advisors L.L.C., and Russell Investments. He also assists clients with evaluating insurance-based products as part of his advisory services. Capital Analysts provides advisory services to a diverse client base, including individuals, high-net-worth clients, charitable and corporate organizations, and institutional clients. The firm combines a quantitative investment process with advisor-level consulting to offer customized portfolios across mutual funds, ETFs, and stocks, managing approximately $8.9 billion in assets as of December 31, 2024.

Stephanie Shaw is a financial advisor with Lincoln Investment, holding a Series 66 designation and bringing 13 years of industry experience. She has been a partner at Langdon Shaw Associates Inc. since 2011. Outside of her advisory work, Shaw serves as Treasurer and a board member of the Indianapolis Opera and is on the finance committee for the Indianapolis Symphonic Choir. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering financial planning, custom and model portfolios, and access to third-party managers with both discretionary and non-discretionary account services.

Robert Moore is a financial advisor with Capital Analysts based in Atlanta, GA. He holds Series 63 and Series 65 designations and has 27 years of industry experience. Moore has worked at Lincoln Investment Planning, Inc. and Resurgers Risk Management throughout his career. Outside of advisory work, he is involved in coaching football camps and prepares income taxes. Capital Analysts serves a diverse client base including individuals, high-net-worth clients, charitable and corporate organizations, and institutional clients. The firm manages approximately $8.9 billion in advisory assets and employs a quantitative investment approach supported by an in-house research team that constructs model portfolios across mutual funds, ETFs, and stocks.

Brian Reynolds is a financial advisor with Lincoln Investment in Riverhead, NY, holding a Series 63 designation and 13 years of industry experience. His prior work includes roles at Equity Services, Inc. and National Life. Outside of advising, he volunteers in marketing for the Peconic Hockey Foundation and operates a collectibles sales business as a sole proprietor. Lincoln Investment is an SEC-registered adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, and corporations, offering a blend of advisor-managed and programmatic investment solutions.

Megan Dolan is a financial advisor with Lincoln Investment in Reston, VA, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Lincoln Investment since 2019 and previously held roles at Nick and Megan Musisca and the University of Connecticut. In addition to her advisory work, she serves as a part-time administrative assistant for Capital Analyst New England. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering financial planning, custom and model portfolios, third-party manager access, and ERISA retirement plan advice through a combination of advisor consultation and programmatic management.

Michelle Engle is a financial advisor at Capital Analysts with 12 years of industry experience. She holds a Series 66 designation and 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. Capital Analysts serves a diverse client base including individuals, high-net-worth clients, charitable and corporate organizations, ERISA retirement plans, and institutional clients. The firm employs a quantitative investment process supported by an in-house research team and offers a range of discretionary and non-discretionary managed programs.

Scott Merkel is a financial advisor at Lincoln Investment in Horsham, PA, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2004. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering financial planning, custom and model portfolios, access to third-party managers, and retirement plan advice.

Joseph Johnston is a financial advisor at Lincoln Investment with 12 years of industry experience. He holds the Series 66 designation and has been with Lincoln Investment Planning since 2014. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets and serving a diverse client base including individuals, employers, retirement plan participants, charitable organizations, corporations, and other registered investment advisers. The firm offers a range of services such as financial planning, custom and model portfolios, third-party manager access, and retirement plan advice, combining advisor consultation with programmatic management.

Benjamin Wuerffel is a financial advisor at Capital Analysts with 16 years of industry experience. He holds a Series 66 designation and has worked with firms including Lincoln Investment, Krier Wealth Management, and Capital Analysts of Jacksonville. 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 for advisors. Capital Analysts provides advisory services to individuals, high-net-worth clients, charitable and corporate organizations, ERISA plans, trust companies, and institutional clients. The firm employs an in-house investment management team that uses quantitative screening and proprietary fund lists to construct model portfolios, offering discretionary and non-discretionary management alongside advisor consulting and custom solutions.

Vered Justin is a financial advisor with Lincoln Investment in Encino, CA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. Prior to joining Lincoln Investment in 2017, Justin worked for Legend Equities Corporation for 23 years. Outside of advisory work, Justin is president of a consulting firm and is involved in health and life insurance sales. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, charitable organizations, and institutions, offering a range of financial planning and portfolio management services through both advisor-managed and programmatic strategies.

Kevin Hemphill is a financial advisor at Capital Analysts with two years of industry experience. He holds a Series 66 designation and has previously worked at Lincoln Investment, Trinity Solar, The Wonderful Company, Crossmark, Nestle Purina, and Nestle Waters North America. Capital Analysts provides advisory services to a diverse client base, including individuals, high-net-worth clients, charitable and corporate organizations, and institutional clients. The firm employs an in-house Investment Management & Research team to construct model portfolios and offers various managed programs, combining quantitative screening and proprietary fund selection.

Melissa Hoffman is a financial advisor with Lincoln Investment in Sugar Land, TX, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at Lincoln Investment and Dearborn & Creggs since 2017 and previously spent 14 years with the City of Sugar Land. 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. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, and corporations, offering a range of financial planning and investment services including advisor-managed portfolios, third-party manager access, and ERISA retirement plan advice.

Ray Stanley is a financial advisor with Capital Analysts in The Woodlands, TX, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at Lincoln Investment and Outlook Financial Group, LLC, both since 2012 and 2008 respectively. In addition to his advisory roles, he is licensed as a fixed insurance agent, providing fixed insurance products. Capital Analysts serves a diverse client base including individuals, high-net-worth clients, charitable and corporate organizations, ERISA plans, and institutional clients. The firm employs a quantitative investment process led by an in-house research team and offers a range of portfolio management options with varying discretionary authorities.

Asim Awan is a financial advisor at Lincoln Investment with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Capital Analysts, Voya Financial Advisors, and Valic Financial Advisors. He is also the founding partner of Red River Wealth Advisors. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, charitable organizations, and other institutions, offering a range of financial planning and portfolio management services through both discretionary and non-discretionary strategies.

Nellie Forst is a financial advisor at Capital Analysts with 10 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Lincoln Investment and Capital Analysts since 2015. Outside of her advisory role, she manages a rental property in Ambler, Pennsylvania. Capital Analysts provides advisory services to a diverse client base, including individuals, high-net-worth clients, charitable and corporate organizations, and institutional clients. The firm combines in-house investment research and advisor consulting to offer custom portfolios and employs a quantitative screening process to select mutual funds, ETFs, and other strategies.