Lesta Andersen is a financial advisor at Lincoln Investment with 39 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at firms including Legend Equities Corporation, Chase Investment Services Corporation, Wells Fargo Clearing, and A.G. Edwards & Sons. In addition to her advisory role, she prepares tax returns for a small number of clients. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm provides 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.

Joshua Oradat is a financial advisor at Lincoln Investment with a Series 66 designation and two years of industry experience. His prior work includes roles in retail and customer service, with recent responsibilities supporting client services in the financial sector. Outside of advising, he has worked as a sales associate in retail. 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, with an investment approach supported by an in-house research team and a layered delivery model.

Natalia Donaldson is a financial advisor at Lincoln Investment with nine years of industry experience. She holds a Series 66 designation and has previously worked with Mass Mutual Investors Services and Mass Mutual Life Insurance Company. Donaldson serves as a board member and secretary for Osprey Village, Inc., a residential community for adults with developmental disabilities. 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, advisor-led consulting, and portfolio management using in-house model portfolios, third-party managers, and discretionary or non-discretionary strategies.

Ronald Perez is a financial advisor with Lincoln Investment in Irvine, CA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He worked at Legend Equities Corporation for 16 years before joining Lincoln Investment in 2017. 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 through model portfolios and third-party managers, and maintains a fiduciary role in ERISA and retirement advice.

Brian Wyzgowski is a financial advisor at Lincoln Investment with four years of industry experience and holds the Series 66 designation. His prior roles include positions at LPL Financial, Christian Financial Credit Union, and Cambridge Investment Research. He is also involved with Christian Financial Investment Center, an investment-related business associated with LPL Financial. Lincoln Investment Planning, LLC serves a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans, with a particular focus on 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 various third-party managers.

Sufia Setjoadi is a financial advisor at Lincoln Investment with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Lincoln Investment since 2010. In addition to her advisory role, she is involved in health insurance and Medicare-related activities, including assisting seniors with Medicare Advantage coverage and other health insurance solutions. She is also a partner and bookkeeper at Asian Paradise LLC, a cemetery construction and development business. Lincoln Investment Planning, LLC serves a broad client base including 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 through model strategies, access to third-party managers, and utilizes an in-house Investment Management & Research team to develop its investment solutions.

Jean Crossley is a financial advisor with Lincoln Investment and holds a Series 63 designation. She has 36 years of industry experience, having worked at Lincoln Investment Planning since 1989. Outside of her advisory role, Crossley serves as the 2024 Board President of the Crystal Beach Property Owners Association, where she organizes community events and manages local affairs on a volunteer basis. 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 combines advisor-led portfolio management with strategic model portfolios developed by its in-house Investment Management & Research team.

Thomas Lavery is a financial advisor at Lincoln Investment with 14 years of industry experience. He holds the Series 66 designation and has worked at Lincoln Investment since 2017, following eight years at Legend Advisory Corporation. 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 combines advisor-led consulting with strategic model portfolios developed by an in-house Investment Management & Research team and offers a range of financial planning and portfolio management solutions.

Adam Indianer is a financial advisor with Lincoln Investment in Boca Raton, FL, holding a Series 66 designation and six years of industry experience. His professional background includes roles at Capital Analysts, Celebrity Sweat, and Cowen and Company, LLC. Lincoln Investment Planning, LLC is a large enterprise firm that serves 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 investment strategies.

George Simser is a financial advisor at Lincoln Investment with 39 years of industry experience. He holds Series 63 and Series 65 credentials. His prior experience includes roles at 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. The firm offers comprehensive financial planning and portfolio management, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.

Bennie Hargrove is a financial advisor with Lincoln Investment in Marlton, NJ, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Capital One Investing LLC, Edward Jones, and several other firms, with multiple tenures at Lincoln Investment totaling nine years. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and 403(b) and 457(b) programs. The firm employs an in-house Investment Management & Research team that develops strategic model portfolios and AIM strategies, while supporting advisor-led, often non-discretionary client relationships using its platform tools and investment options.

Frank Zoltanski is a financial advisor at Lincoln Investment with 47 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Legend Equities Corporation, MSI Financial Services, Inc., and MetLife Investment Fund Services LLC. He has been with Lincoln Investment since 2017. 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, advisor-led consulting, portfolio management through model portfolios, and access to third-party managers, with an investment approach supported by an in-house Investment Management & Research team.

Charles Campana is a financial advisor with Lincoln Investment in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He worked at Legend Equities Corporation for 22 years before joining Lincoln Investment in 2017. Outside of his advisory role, Campana serves as president of CC Advisors, Inc., a consulting business advising small business owners on insurance, taxes, Medicare, real estate, and employee benefits. 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 offers financial planning, advisor-led consulting, and portfolio management through in-house and third-party strategies, operating a fiduciary model for ERISA and retirement advice.

William Blanche is a financial advisor with Lincoln Investment in Cranford, NJ, holding Series 63 and Series 65 credentials and 23 years of industry experience. He has been with Lincoln Investment Planning Inc since 2008. 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, consultant-led portfolio management, and model portfolios supported by an in-house Investment Management & Research team, while maintaining both advisor-led and discretionary client relationships.

Lisa Mchugh is a financial advisor with Lincoln Investment Planning, Inc. and holds Series 63 and Series 65 licenses. She has 37 years of industry experience, including 29 years at Lincoln Investment. Outside of her advisory role, she serves as the treasurer and a board member of her condominium association. Lincoln Investment Planning, LLC is a large enterprise firm 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 model portfolios and adaptive strategies.

Stephen Mc Carthy is a financial advisor with Lincoln Investment in Horsham, PA. He holds the Series 66 designation and has recently begun his career in the industry, joining Lincoln Investment in 2025. Prior to entering financial advising, he worked for TransNoble Logistics for eight years and attended The Pennsylvania State University. 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 develops strategic model portfolios and Adaptive Intelligence Model strategies.

Brandon Dattomo is a financial advisor at Lincoln Investment with one year of industry experience. He holds the Series 66 designation and previously worked at Prosise Consulting and Walgreens. 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 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 strategic model portfolios and adaptive strategies.

Evan Hagan is a financial advisor at Lincoln Investment with one year of industry experience. He holds the Series 66 designation and has previously worked at Educational Alliance, GameCo, Inc., and Think Coffee. Outside of finance, he serves as Program Director at Educational Alliance Art School, focusing on educational programs in pottery. Lincoln Investment Planning, LLC serves a diverse range of clients 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 develops strategic model portfolios and adaptive strategies.

David Wohlberg is a financial advisor at Lincoln Investment with one year of industry experience. He holds the Series 66 designation and previously worked at City Wide Facility Solutions, Dana Incorporated, Concordia University, and the University of Michigan. 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 internal investment management team and access to third-party managers.

Kyle Salvitti is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and eight years of industry experience. His previous roles include positions at JPMorgan Chase & Co and Sparks Capital Management, LLC. Salvitti also serves as an analyst for Encompass Wealth & Legacy Planning, where he is involved in portfolio and investment analysis. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth clients, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, model portfolio management, and access to third-party managers, with an investment approach supported by an in-house Investment Management & Research team and a layered delivery model of advisors and sub-advisers.