Jerry Williams is a financial advisor with Lincoln Investment, holding over 56 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 14 years with Legend Equities Corporation. Williams is also involved in insurance sales and service, focusing on fixed and life insurance products. Lincoln Investment Planning, LLC serves a diverse client base 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 management team.

Ronald Labella is a Series 63 licensed financial advisor with 31 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1994 and has concurrently worked at Utica College since 1982. Outside of his advisory work, he owns R&D Enterprises, a computer consulting business advising clients on computer problems and procedures. 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, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs model portfolios and adaptive strategies.

Bonnie Ovnicek is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2010. 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, portfolio management, and consulting through a mix of advisor-managed and firm-managed model portfolios, supported by an in-house investment management and research team.

Elizabeth Riley is a financial advisor with Lincoln Investment who holds Series 63 and Series 65 licenses and has 22 years of industry experience. She has worked at Hendershot Financial Group and Lincoln Investment Planning, Inc. since 2004. Riley serves as Secretary on the board of Walk the Walk Inc, a not-for-profit charitable organization focused on educational and charitable giving. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer firm serving a broad client base that includes 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 constructs strategic model portfolios and adaptive strategies.

Scott Mcdowell is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and 23 years of industry experience. Prior to joining Lincoln Investment in 2025, he worked at Horace Mann Insurance and Horace Mann Investors, Inc. for over two decades. He is also a managing member and co-owner of a real estate office rental business in Duncan, SC. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad 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 constructs strategic model portfolios and employs various third-party managers.

Joseph Cosden is a financial advisor with Lincoln Investment, holding a Series 63 designation and over 35 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1999 and has a background in flight operations, working with US Airways and Eastern Air Lines for several decades. 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, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs model portfolios and manages dynamic strategies.

Allison Mitchell is a financial advisor at Lincoln Investment with five years of industry experience. She holds a Series 66 credential and has previously worked at Fidelity Brokerage Services, Alliance Credit Union, and the University of Missouri. Outside of advising, she is involved as a sales assistant in financial services, handling client relations and file maintenance. 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. 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.

Marc Mungin is a financial advisor with Lincoln Investment, holding the ChFC® and Series 63 designations and bringing 32 years of industry experience. He previously worked at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, he is the sole owner of a tax preparation business. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm provides 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 proprietary AIM strategies.

Jaime Zinkus is a financial advisor with Lincoln Investment in Marlton, NJ, holding Series 63 and 65 licenses and 20 years of industry experience. He has been with Lincoln Investment Planning, Inc. and SAGE since 2006. 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 model portfolios and adaptive strategies.

Shawnnah Sprague is a Series 66 licensed financial advisor at Lincoln Investment with three years of industry experience. She has worked previously at Edward Jones, Horizon Advisory Services, and Private Client Services. Outside of her advisory role, she is involved with Horizon Advisory Services, Inc. Lincoln Investment Planning, LLC serves a broad client base including individual and 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 that develops strategic model portfolios and Adaptive Intelligence Model strategies.

Mathew Roper is a financial advisor with Lincoln Investment in Renton, WA, holding Series 65 and Series 66 licenses and bringing 25 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2009 and previously worked at Shelgren Financial Group, Inc. from 2004 to 2009. Outside of advising, he maintains an ownership interest in an LLC used for tax purposes. 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 notable history of working with educators and participants 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 and access to third-party managers.

James Farrell Sr. is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 credentials and 29 years of industry experience. He previously worked at Janney Montgomery Scott for nine years and Univest Corporation for thirteen years. He serves as President and a non-voting member of the Upper Moreland Police Pension Fund, participating in administrative and investment evaluation activities. 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, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.

Morgan Weiler is a financial advisor at Lincoln Investment with 17 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2017. Prior to that, he was with Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory work, he is involved as an independent sales representative and consultant marketing Medicare Advantage Plans during annual enrollment periods. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth clients, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios, and both wrap and non-wrap platform options, supported by an in-house Investment Management & Research team.

Ryan Papp is a financial advisor with Lincoln Investment in Erie, Colorado, holding Series 63 and Series 65 licenses and eight years of industry experience. He has worked at Lincoln Investment since 2016, with overlapping roles at Capital Analysts and prior experience at Cambridge Investment Research Advisors, Inc. Outside of his advisory work, he provides tax preparation services as an independent contractor with ATI Financial Services LLC and supports financial planning operations at Rylan Marx Financial Group. Lincoln Investment Planning, LLC serves a diverse client base including individuals, 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 and portfolio management through both advisor- and firm-managed models, supported by an in-house Investment Management & Research team and third-party managers.

Nathan Slate is a financial advisor with Lincoln Investment in Lakewood, NY, holding a Series 63 designation and bringing 14 years of industry experience. He has worked at Lincoln Investment since 2017 and previously was affiliated with Legend Advisory Corporation and Legend Equities Corporation. 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) program participants. The firm’s investment approach combines in-house model portfolio construction and third-party managers, offering both advisor-managed and firm-managed solutions alongside fiduciary ERISA/retirement advice.

Michael Mracna is a financial advisor with Lincoln Investment in Lake Worth, FL, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2008 and Capital Analysts, LLC since 2023. Outside of finance, he serves as president of Rainman Sprinklers Corp, an irrigation business. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individuals, high-net-worth investors, trusts, charities, and retirement plans, including a longstanding focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and maintains a fiduciary role in ERISA/retirement advice.

David Defazio is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Lincoln Investment since 2013 and previously spent seven years at Legend Advisory, LLC. He serves as a board member for the Erie County Redevelopment Authority, where he participates in decisions regarding low-interest loans to local businesses and nonprofits. Lincoln Investment Planning is a large enterprise firm serving a diverse client base 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 Management & Research team and access to third-party managers.

Steve Kach is a financial advisor at Lincoln Investment with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Lincoln Investment since 2016. Outside of his advisory role, he serves as a board member and corporate secretary/treasurer for A Church of Living Hope, participating in board decisions and chairing the finance committee. Lincoln Investment Planning, LLC serves 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 with an investment approach supported by an in-house Investment Management & Research team and various model portfolios.

Sophia Greene is a financial advisor at Lincoln Investment with Series 63 and Series 65 licenses and two years of industry experience. Prior to her current role, she has held various positions including accounting at Wegmans. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, and retirement plans, offering financial planning and portfolio management supported by an in-house Investment Management & Research team and access to third-party managers.

Bonnie Kenna is a financial advisor at Lincoln Investment with 21 years of industry experience. She previously worked at Legend Equities Corporation and Legend Advisory Corporation before joining Lincoln Investment in 2017. Outside of her advisory role, Kenna is involved in coaching field hockey at multiple levels, including head varsity coach at a New York public high school and coaching roles with nonprofit and national field hockey organizations. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house investment management and research team and third-party managers.