Kelly Ochotny is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 credentials and 24 years of industry experience. She has worked at Lincoln Investment Planning, Inc. since 2000 and has been affiliated with Temple University since 1999. Lincoln Investment Planning, LLC is an enterprise-level advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators participating in 403(b) and 457(b) programs. The firm offers a range of financial planning and portfolio management services, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.

Warren Leeds IV is a financial advisor with Lincoln Investment in Marlton, NJ. He holds a Series 65 designation and has one year of industry experience. Prior to joining Lincoln Investment, he worked at Bayada and Tristate Financial Advisors. Leeds also supports financial professionals as a sales assistant at Natale & Harriett Wealth Management. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management using model portfolios and third-party managers, and serves a significant number of educators and participants in 403(b) and 457(b) programs.

Brendan Knapp is a financial advisor at Lincoln Investment with two years of industry experience. He holds a Series 66 designation and previously worked at Morgan Stanley and RenaissanceRe. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops model portfolios and adaptive strategies.

Sefa Gunay is a financial advisor at Lincoln Investment with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Bank of America, Merrill, and Wells Fargo. Outside of financial services, he works as a Lyft driver. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, offering financial planning and portfolio management through advisor-led and firm-managed strategies. The firm employs a dedicated Investment Management & Research team to develop strategic model portfolios and provide tailored investment solutions.

Lee Kroening is a financial advisor at Lincoln Investment with 38 years of industry experience. He holds the CFP® designation and Series 63 license. Prior to joining Lincoln Investment in 2017, he spent 23 years at Legend Equities Corporation and 8 years at Legend Advisory Corporation. Outside of his advisory work, Kroening owns and operates a small farm with beef cattle and cash crops. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individuals, high-net-worth clients, trusts, charities, and retirement plans, including educators participating in 403(b) and 457(b) programs. 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.

Kevin Humphrey is a financial advisor with Lincoln Investment in Neptune Beach, FL, holding a Series 66 credential and six years of industry experience. His background includes service with the United States Air Force, Florida Air National Guard, New York Air National Guard, and work with Linquest/KBR. Outside of his advisory role, he is co-owner and president of Humphrey Nation, Inc., a company used for tax and accounting purposes. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, consulting, and portfolio management with a combination of advisor-led strategies and firm-developed models, supported by an in-house Investment Management & Research team and third-party managers.

Lynn Balch is a financial advisor with Lincoln Investment in Wellington, FL, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. Prior to joining Lincoln Investment in 2017, Balch spent 12 years at Legend Equities Corporation. Outside of advisory work, Balch serves as a board member and Club Service Chair for a local Rotary Club and is involved as an endowment chair with the Penn State University alumni association. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plan 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 manages dynamic investment strategies.

Elijah Vottero is a financial advisor at Lincoln Investment with seven years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2018. Prior to joining Lincoln, he was employed at Ditech Home Loans and Discover Financial Services. Lincoln Investment Planning, LLC serves a broad client base 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 offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and operates adaptive strategies.

Diana Mcbride is a financial advisor at Lincoln Investment with 27 years of industry experience. She holds a Series 63 designation and has worked at Lincoln Investment since 2017. Her prior experience includes roles at Llegend Advisory Corporation and Legend Equities Corporation. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that designs strategic model portfolios and dynamic AIM strategies.

Christina Tinley is a Series 66-registered financial advisor with Lincoln Investment in Palm Beach Garden, FL, and has 16 years of industry experience. She has worked with Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Lincoln Investment Planning, LLC is a large 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, 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.

Jacob Pavlasek is a financial advisor with Lincoln Investment in Frisco, TX, holding a Series 66 designation and one year of industry experience. Prior to joining Lincoln Investment, he held various roles in retail and education sectors. Lincoln Investment Planning, LLC is a large enterprise 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, portfolio management, and advisor-led consulting, supported by an in-house investment management team and third-party managers.

Gwendolyn Bork is a financial advisor with Lincoln Investment in Amherst, NY, holding a Series 66 designation and 10 years of industry experience. She previously worked at Custom Wealth Strategies, Commonwealth Financial Network, and Wells Fargo Advisors Financial Network. Outside of her advisory role, Bork is involved in community activities including leadership training and consulting through Queen City Collaborative, serving on the advisory board for Depew High School Academy of Finance, and holding a position on the Town of Alden Council. She is also a published author and an independent recording artist. 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, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.

Shane Cooper is a financial advisor with Lincoln Investment in Woodland Hills, CA, holding a Series 66 designation and bringing 11 years of industry experience. He has been with Lincoln Investment and Pacific Southwest Financial since 2013. 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, with a longstanding focus on educators and 403(b) and 457(b) participants. The firm’s investment approach combines in-house model portfolio construction and dynamic strategies with third-party manager access, supporting both advisor-led and firm-managed portfolios.

Lynda Zwack is a financial advisor at Lincoln Investment with 36 years of industry experience, holding Series 63 and Series 65 credentials. She previously worked at Legend Equities Corporation for 23 years and has also been self-employed in insurance since 1990, focusing on insurance and annuities sales as well as servicing long-term care policies. Lincoln Investment Planning, LLC serves a broad range of clients including individuals, high-net-worth investors, trusts, charities, and retirement plans, offering financial planning, portfolio management, and advisor-led consulting supported by an in-house investment research team.

Michael Stine is a financial advisor with Lincoln Investment who holds a Series 66 designation and has 20 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2012 and previously worked at Janney Montgomery Scott from 2006 to 2012. 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. The firm utilizes an in-house Investment Management & Research team to construct strategic model portfolios and offers a range of financial planning, consulting, and portfolio management services.

Neal Rodman is a financial advisor at Lincoln Investment with 34 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Investment Planning, Inc. since 2009. In addition to his advisory role, Rodman has worked for the Kalama School District since 1985. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) participants. The firm offers financial planning, portfolio management through various models, and advisor-led consulting, supported by an in-house Investment Management & Research team and third-party managers.

Peter Crotty is a financial advisor at Lincoln Investment with 38 years of industry experience. He holds Series 63 and Series 66 credentials and has worked in various roles at Lincoln Investment Planning, Allstate Financial Advisors, FIFTH THIRD SECURITIES, and other firms since 2002. Outside of his advisory work, Crotty is involved in owning and managing rental real estate properties. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and 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 & Research team that develops model portfolios and adaptive strategies.

Dennis Nelson is a CFP®-certified financial advisor with 50 years of industry experience. He is currently with Lincoln Investment and previously worked at Edward Jones, Parkland Securities LLC, Sigma Planning Corp, and Denco Consulting Group. Nelson holds an emeritus trustee position at Doane University and serves as a non-public arbitrator for FINRA. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and 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 & Research team that constructs strategic portfolios and adaptive investment strategies.

David Chua is a financial advisor at Lincoln Investment with 26 years of industry experience. He holds the Series 63 designation and has previously worked at Legend Advisory Corporation and Legend Equities Corporation. Chua serves as a board member of the Batavia City School District Foundation. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and access to third-party managers through advisor-led and firm-managed model portfolios.

Jacob Mitchell is a financial advisor with Lincoln Investment, holding a Series 66 designation and one year of industry experience. Prior to joining Lincoln Investment, he co-founded and serves as COO of Wild M Brands, LLC, a manufacturing and consumer product sales company. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base, including individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm combines advisor-led consulting with strategic model portfolios developed by an in-house investment research team.