Brian Becka is a financial advisor with Lincoln Investment, holding 16 years of industry experience. He has been with Lincoln Investment since 2012 and also maintains a role at Royalton Financial Group since 2009. Outside of his primary advisory work, Becka serves as an associate planner at Valued Capital Advisors, where he engages in investment planning and insurance sales. 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, advisor-led consulting, and portfolio management with both advisor- and firm-managed model portfolios, supported by a dedicated in-house Investment Management & Research team.

Robert Castellani Jr. is a financial advisor at Lincoln Investment with a Series 66 designation and one year of industry experience. His prior roles include positions at BT Partners LLP, RSM US LLP, Ryan LLC, and PricewaterhouseCoopers LLP. Outside of his advisory work, he serves as President and board member of the Arabella Homeowner’s Association. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans, with 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 team and third-party managers.

Bryan Ball is a financial advisor with Lincoln Investment in Lombard, IL, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at Agia and Valic Financial Advisors. Outside of his advisory work, Bryan is involved with non-securities insurance products through an agent role at Agia. 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 develops strategic and adaptive model portfolios.

Theresa Mystic is a financial advisor with Lincoln Investment in Cleveland, OH, holding Series 63, 65, and 66 licenses and over 39 years of industry experience. She has worked at several firms including PNC Wealth Management, Key Investment Services, AdamsLynch, Wells Fargo Clearing, A.G. Edwards & Sons, and KeyBanc Capital Markets. Outside of her advisory role, she serves as a catechist at St. Christopher Church and is involved in personal photography and part-time dog sitting. 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 access to third-party managers, supported by an in-house investment research team that constructs strategic model portfolios and AIM strategies.

Robert Hammel is a financial advisor at Lincoln Investment with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera and CETERA Financial Specialists LLC prior to joining Lincoln Investment. Hammel is also a CPA principal at Costin, Hammel & Leake, LLC, an accounting, audit, and tax firm. Lincoln Investment Planning, LLC is an enterprise firm 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 both model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Marshall Tolins is a financial advisor with Lincoln Investment, holding a Series 66 credential and three years of industry experience. Prior to his current role, he worked at Moss Adams and Benetrends Financial, among other positions. Outside of finance, he owns and operates Marshall's Market Inc., a food service business. 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 comprehensive financial planning, portfolio management with model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team.

Robert Mathisen Jr. is an advisor with Lincoln Investment holding Series 63 and Series 65 licenses. He has prior experience at Citibank and BNY Mellon totaling 28 years. Mathisen serves as a board member of Champions for Children, a nonprofit focused on preventing child abuse. Lincoln Investment Planning, LLC is an enterprise firm serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a history of supporting educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management through various model portfolios and third-party managers.

Judith Noffke is a financial advisor at Lincoln Investment with 25 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes roles at J.P. Morgan Securities, Northwestern Mutual Investment Services, Cadaret Grant & Co., and Thrivent Investment Management. 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 offers financial planning, portfolio management, and access to model portfolios and third-party managers, with investment strategies supported by an in-house Investment Management & Research team.

John Crager is a financial advisor with Lincoln Investment in Land O Lakes, FL, holding Series 63 and Series 65 licenses and 11 years of industry experience. Before joining Lincoln Investment in 2025, he spent 10 years with Horace Mann Insurance and Horace Mann Investors, Inc. He is the owner and president of Suncoast Insurance LLC, which specializes in property and casualty insurance sales and service. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management using model portfolios, third-party managers, and various platform options.

Kevan Breidinger is a financial advisor with Lincoln Investment who holds the Series 66 designation and has 21 years of industry experience. He has worked at Lincoln Investment since 2017, following prior roles at Legend Equities Corporation, Chase Investment Services Corp., Legend Advisory, LLC, and Ameriprise. 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. Its investment approach combines in-house model portfolios, third-party managers, and advisor-led consulting with a focus on serving educators and retirement plan participants.

E Wurtzebach is a CFP® with 41 years of industry experience and is currently with Lincoln Investment, where he has worked since 2017. Prior to that, he spent 23 years at Legend Equities Corporation. He also maintains agency roles servicing fixed annuities with Great American Life Insurance Company and Mass Mutual. Lincoln Investment Planning, LLC is a large enterprise firm that serves a diverse client base including 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 investment strategies.

Chad Thuner is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 designations and bringing 19 years of industry experience. He has worked at Lincoln Investment since 2022 and previously held roles at Calton & Associates, Blue Key Capital, and Capital Financial Services. Outside of advising, Thuner is president of Huber Sprinkler Service, a company specializing in underground irrigation. Lincoln Investment is a large enterprise 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 advisor-led consulting, with investment strategies supported by an in-house Research team and third-party managers.

Jake Bryant is a financial advisor at Lincoln Investment with one year of industry experience. He holds the Series 66 designation and has prior experience at Trinity Wealth Securities, LLC. Outside of his advisory role, he is the founder and operator of Noctera LLC, a business that sells backlit LED menu holders. Lincoln Investment Planning, LLC serves individual and high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans, with a long history of working with educators and retirement program participants. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and a large network of primarily independent advisors.

Anthony Sarracino is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 66 registrations and over 25 years of industry experience. His prior work includes nearly two decades at Scottsdale Securities and roles at TD Ameritrade Investment Management and TD Ameritrade. Outside of his advisory role, he serves as Competition Director for a nonprofit homebrewers club and is treasurer for a local political campaign. 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 longstanding focus on educators and public sector clients. The firm combines advisor-led consulting with model portfolios developed by its in-house investment team and access to third-party managers, operating a layered delivery model that includes fiduciary services for ERISA/retirement advice.

Thomas Wolf is a financial advisor at Lincoln Investment with 49 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2010. His prior experience includes roles at Great American Advisors, EBP of Long Island, and Connecticut Mutual Life Insurance. Wolf also operates a side business as a sole proprietor involved in the sale and servicing of fixed annuities and life insurance. 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 team that constructs strategic model portfolios and adaptive strategies.