Stephanie Davidson is a financial advisor with Lincoln Investment, holding a Series 66 designation and three years of industry experience. She has been with Lincoln Investment since 2023 and also serves as a varsity cheerleading coach at Audubon High School. Lincoln Investment Planning, LLC is a large enterprise advisory firm serving a wide range of clients, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management, supported by an in-house investment team and third-party managers, with a focus on both advisor-led and model portfolio strategies.

Stefan Biddinger is a financial advisor at Lincoln Investment with 5 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Western & Southern Life and Northwestern Mutual. Outside of his advisory work, Biddinger serves as a lay pastor at Xenia Nazarene, providing preaching and pastoral duties. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) program participants. The firm offers comprehensive financial planning and portfolio management supported by an in-house investment management and research team that develops strategic model portfolios and adaptive investment strategies.

Michael Dalleo is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 credentials and 37 years of industry experience. He previously worked at Legend Equities Corporation, Valic Financial Advisors, and Waddell & Reed. Outside of his advisory role, he is a published fiction author and serves as Grand Knight for the Knights of Columbus, organizing community events and fundraising. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a wide range of clients including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, portfolio management through model portfolios and third-party managers, and advisor-led consulting, supported by an in-house Investment Management & Research team.

Aaron Berlow is a financial advisor with Lincoln Investment in Cranford, NJ, holding a Series 66 designation and one year of industry experience. He also serves as Vice President of Strategy and Operations at Wildenstein & Co., Inc., where he oversees strategic direction and operational analysis, particularly within the art and real estate sectors. Additionally, he is the owner of Amber USA LLC, a leather goods manufacturing business. Lincoln Investment is a large enterprise advisory and broker-dealer that serves individual and high-net-worth investors, trusts, charities, and retirement plans, including a focus on educators and 403(b)/457(b) programs. The firm employs a combination of advisor-led consulting, strategic model portfolios, and third-party managers supported by an in-house Investment Management & Research team.

Joshua Denz is a CFP® and holds a Series 66 license, with three years of industry experience. He has been with Lincoln Investment since 2023 and has prior experience with Canisius College and the University at Buffalo. Outside of his advisory role, he also works as a sales associate assisting senior representatives in financial services. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management services supported by an in-house Investment Management & Research team and various third-party managers.

Jacob Howley is a financial advisor at Lincoln Investment with four years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Agia and Valic Financial Advisors. Outside of his advisory role, he is appointed as an agent to sell non-securities insurance products for Agia. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Michael Lausin is a financial advisor with Lincoln Investment in Willoughby, OH, holding Series 63 and Series 65 licenses and six years of industry experience. He has been with Lincoln Investment since 2014. Outside of his advisory role, Lausin assists with administrative tasks at RKL Financial LLC and serves as an agent handling life insurance and fixed annuities. Lincoln Investment Planning, LLC serves a broad range of clients including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house investment management team and third-party managers.

Trevor Musum is a financial advisor with Lincoln Investment based in Warren, NJ, holding a Series 66 designation and three years of industry experience. Prior to joining Lincoln Investment in 2023, he worked with S.A.F.E. Benefits Consulting Group and has experience in various roles including at Florida State University and Adelphia Wine Market. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base including individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house Investment Management & Research team and third-party managers, with a focus on tailored, advisor-led client solutions.

Quinten Smith is a financial advisor at Lincoln Investment with Series 63 and Series 65 licenses and three years of industry experience. He previously worked at Forthright Capital Advisory, Forthright Capital Partners, Mutual of Omaha Investor Services, and Castle Advisors, among other firms. Outside of his advisory role, Smith is the CEO of Forged by Fire, LLC, a coaching and consulting business focused on mentoring men in their personal and spiritual development. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth clients, trusts, charities, and retirement plans, including educators in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and maintains a layered delivery model combining advisor-led relationships with in-house research and external managers.

Daniel Potts is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and 10 years of industry experience. He previously worked at Horace Mann Companies and Horace Mann Investors, Inc. for seven years. Potts serves as a board member for Communities In School Rowan, a nonprofit focused on fundraising to support local schools. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, retirement plans, and educators. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.

Christopher Forst is a financial advisor at Lincoln Investment in Horsham, PA, holding a Series 66 designation. He has been with Lincoln Investment since 2026 and has prior experience at firms including Advyzon and Davis Financial Planning. His background also includes roles in education and financial services beginning in 2016. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios, and advisor-led consulting, supported by an in-house Investment Management & Research team and third-party managers.

Davis Nagg is a financial advisor at Lincoln Investment with a Series 66 designation and no prior industry experience. His background includes roles at the University of Denver and 1740 House, as well as ongoing involvement with Open Door Valet. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans, with a focus on 403(b) and 457(b) programs. The firm combines in-house investment management with third-party managers to offer a range of financial planning and portfolio management services.

Egbert Bouwmeester is a financial advisor with Lincoln Investment in Rochester, NY, holding a Series 63 license and 29 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 20 years with Legend Equities Corporation followed by 8 years at Legend Advisory Corporation. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including a focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and employs third-party managers.

Raelene Nickerson is a financial advisor with Lincoln Investment in Independence, OH, holding a Series 63 designation and 34 years of industry experience. Her prior work includes roles at MSI Financial Services, Mass Mutual Life Insurance Company, MML Investors Services, and Legend Advisory Corporation. She is a retired employee of MetLife and receives renewals for permanent life insurance policies written during her employment there. Lincoln Investment Planning, LLC serves a broad range of clients including individual and high-net-worth investors, trusts, charities, and retirement plans, with a long history of working with educators and participants in 403(b) and 457(b) programs. The firm’s investment approach combines in-house strategic portfolio construction with advisor-led management and access to third-party managers, operating under a fiduciary standard for ERISA and retirement advice.

Jose Madrigal is a financial advisor with Lincoln Investment in Lombard, IL, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Lincoln Investment since 2013, following prior roles at Signator Investors, Inc. and Valic Financial Advisors. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and maintains a long history of working with educators and participants in 403(b) and 457(b) programs.

Markus Williams is a financial advisor with Lincoln Investment in Amherst, NY, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior work includes roles at Key Investment Services, KeyBank, Prudential Insurance Company of America, and Allstate Insurance Company. Outside of financial services, he works as an operations coordinator in logistics. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm combines advisor-led consulting with model portfolio management and employs an in-house Investment Management & Research team alongside third-party managers to provide tailored investment solutions.

Martin Smulison is a CFP® professional with 42 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent significant time at Legend Advisory Corporation and Legend Equities Corporation. In addition to his advisory role, Smulison operates a sole proprietorship providing personal and corporate tax preparation and business write-ups. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house investment management team that utilizes model portfolios and third-party managers.

Catherine Mcdonald is a financial advisor with Lincoln Investment, holding a Series 63 designation and bringing 19 years of industry experience. She has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Mcdonald serves as board member and president of the Dapper Mcdonald Charitable Foundation, a charity focused on raising awareness and funds for ALS. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through a combination of model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Kerrick Vesper is a financial advisor at Lincoln Investment with a Series 66 designation and no prior industry experience before joining. His work history includes roles at Lincoln Investment, N2H Wealth Partners LLC, the Montgomery County Commissioner's Office, and the University of Tampa. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs model portfolios and adaptive strategies.

Laura Leuter is a financial advisor at Lincoln Investment with 23 years of industry experience. She holds a Series 66 designation and has worked at Lincoln Investment Planning, Inc. since 2010, following seven years at Merrill. Outside of her advisory role, she serves as a board member for the Friends of the Burlington County Animal Shelter, a nonprofit organization. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individuals, high-net-worth clients, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team and a layered delivery model involving independent advisors and third-party managers.