Edward Kamradt is a CFP®-credentialed financial advisor with 13 years of industry experience. He is currently with Lincoln Investment and has previously worked at LPL Financial, Citizens Securities, The Vanguard Group, and Fidelity. 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 a long history with educators and 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house investment management and research team.

Paul Dellamonica Jr. is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 credential and 10 years of industry experience. He has been with Lincoln Investment since 2016 and also works as a mechanic in the HVAC industry. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through various model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Craig Storm is a financial advisor at Lincoln Investment with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Agia and VALIC Financial Advisors. Outside of his advisory role, he is involved in managing commercial rental properties with family members. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a long history of working with 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 and research team.

Michael Pesendorfer II is a financial advisor with Lincoln Investment in Royal Oak, MI, holding Series 63 and Series 66 designations and eight years of industry experience. He previously worked at Robert W. Baird for eight years and has experience affiliated with the University of Wisconsin-Madison. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a focus on educators and 403(b) and 457(b) program participants. The firm employs an in-house Investment Management & Research team to develop strategic model portfolios and offers both advisor-led and firm-managed investment solutions through a mix of discretionary and non-discretionary relationships.

Jason Campbell is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and 21 years of industry experience. His career includes roles at Prudential Insurance Company of America, LPL Enterprise, and MassMutual Financial Group. Outside of advisory work, he serves as president of a school parent-teacher organization and owns a trucking dispatch service. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a wide range of clients, including individuals, high-net-worth investors, trusts, charities, and corporate retirement plans. The firm offers financial planning and portfolio management supported by an internal investment management team and third-party managers.

Angela Seguro is a financial advisor with Lincoln Investment in Lutz, FL, holding a Series 66 designation and 11 years of industry experience. She has worked with Lincoln Investment since 2017 and previously held roles at West Coast Financial Inc, Cuna Brokerage Services, Inc., and Suncoast Credit Union. In addition to her advisory work, Seguro is involved in life insurance and fixed annuity sales. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators. The firm offers financial planning, portfolio management through both advisor- and firm-managed models, access to third-party managers, and a range of platform options supported by an in-house investment research team.

Wallace Rutkowski is a financial advisor with Lincoln Investment, holding Series 63, 65, and 66 licenses and bringing four years of industry experience. His prior roles include positions at Ameriprise and MariPau Wealth Management, as well as involvement with Rutkowski Financial and Rutkowski Law Firm. Additionally, he serves as CFO of Walsh College and is a member of the investment committee for the Walsh College Foundation. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a notable focus on 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 adaptive strategies.

Andrew Tinsley is a financial advisor with Lincoln Investment in Houston, TX, holding a Series 66 designation and 10 years of industry experience. He has been with Lincoln Investment since 2016 and also works as a financial analyst at Adaptive Asset Management, where he supports investment strategy through analysis and reporting. 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 & Research team that designs strategic model portfolios and adaptive strategies.

Sean Calleja is a financial advisor with Lincoln Investment in Land O Lakes, FL, holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked at Valic Financial Advisors and Agia. Calleja is also a managing member of an LLC formed with family members to manage a residential rental property. Lincoln Investment 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, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.

Esteban Yepes is a financial advisor with Lincoln Investment in Orlando, FL, holding Series 63 and Series 66 credentials and 13 years of industry experience. His prior experience includes roles at Wells Fargo and Horace Mann Investors, Inc. Outside of his advisory work, Yepes is involved in business development and sales in the commercial roofing industry. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning and portfolio management through advisor-managed and firm-managed models, supported by an in-house Investment Management & Research team and third-party managers.

Barbara Becker is a financial advisor with Lincoln Investment Planning, Inc. She holds a Series 63 designation and has 20 years of industry experience, including 18 years with Lincoln Investment. Becker is based in Cobleskill, NY. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a particular 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 model portfolios and employs various strategies to meet client objectives.

Anmol Multani Kohal is a financial advisor with Lincoln Investment, holding a Series 66 credential and two years of industry experience. Prior to joining Lincoln Investment in 2025, he worked at Equitable Advisors and ZS Associates. He also serves as an Associate Planner in training at The Rawls Company, focusing on business succession planning. 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 with advisor-led and firm-managed models, and access to third-party managers, supported by an in-house Investment Management & Research team.

Garrett Frank is a financial advisor with Lincoln Investment who holds a Series 63 designation and has 13 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Inc. and Legend Advisory LLC. In addition to his advisory work, he is involved in selling and servicing fixed annuity products as an agent for several life insurance companies. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer firm serving a diverse client base, including individuals, 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 utilizes a mix of advisor-led and firm-managed strategies.

Marion Whitfield is a financial advisor with Lincoln Investment in Amherst, NY, holding a Series 63 designation and bringing 12 years of industry experience. Her prior roles include positions at Prudential Insurance Company of America, LPL Enterprise, and Massmutual. Outside of advising, she is also an agent involved in life and health insurance. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a history of work in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to model portfolios and third-party managers, supported by an in-house investment management and research team.

Noble Cator Szymanski is a financial advisor at Lincoln Investment with one year of industry experience. He holds the Series 66 designation and has previously worked at LPL Enterprise, as well as served in the United States Marine Corps. Outside of his advisory role, he coaches sports and fitness at Greek Peak Mountain Resort. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of working with 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 access to third-party managers.

Jonathan Peck is a financial advisor with Lincoln Investment based in Cranford, NJ, holding a Series 63 license and having 28 years of industry experience. He has worked at Underwriters Equity Corporation since 2002. In addition to his advisory role, Peck is an insurance agent for American General, VOYA, and Genworth, specializing in life and disability insurance. 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) programs. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and employs an in-house Investment Management & Research team to construct strategic and adaptive investment strategies.

Howard Moskow is a financial advisor with Lincoln Investment, holding a Series 63 designation and bringing 40 years of industry experience. He has worked at Lincoln Investment since 2017 and previously was with Legend Advisory Corporation and Legend Equities Corporation for a combined 31 years. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a particular history of working with 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 & Research team that constructs model portfolios and employs third-party managers.

Ta Tyana Williams is a financial advisor at Lincoln Investment with five years of industry experience. She holds the CFP® and Series 66 designations. Prior to joining Lincoln Investment in 2025, she worked at The Vanguard Group, Inc. and Northwestern Mutual. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a strong presence in 403(b) and 457(b) programs. The firm combines advisor-led consulting with model portfolio management supported by an in-house Investment Management & Research team and third-party managers.

David Rutkowski is a CFP® professional with 39 years of experience in the financial services industry, currently working at Lincoln Investment since 2017. His prior experience includes roles at Legend Advisory Corporation and Legend Equities Corporation spanning over two decades. Outside of advisory work, he owns and operates an income tax preparation business and serves as co-trustee and investment advisor for a family trust. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, charities, and retirement plans. The firm offers a range of services such as financial planning, portfolio management, and access to third-party managers, supported by an in-house investment management and research team.

Maxine Mott is a financial advisor at Lincoln Investment with Series 63 and Series 66 designations and 31 years of industry experience. Her prior roles include positions at TIAA-CREF and Macy’s. 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 and portfolio management supported by an in-house Investment Management & Research team, with many client relationships remaining advisor-led and tailored through model portfolios and platform tools.