Travis Stapleton is a financial advisor with Lincoln Investment, holding 18 years of industry experience. He has been with Lincoln Investment since 2017 and previously worked for Legend Equities Corporation from 2011 to 2017. In addition to his advisory role, he is a licensed real estate representative involved in residential property transactions. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans such as 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through both advisor- and firm-managed models, and access to third-party managers, supported by an in-house Investment Management & Research team.

Denis Hill is a financial advisor with Lincoln Investment in West Chester, PA, holding the CFP® designation along with Series 63, 65, and 66 licenses. He has 23 years of industry experience, including prior roles at Sheppard Financial Group, Brinker Capital Securities, Orion Portfolio Solutions, Forethought Distributors, Global Atlantic Financial Group, and Eaton Vance Management. 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) programs. The firm offers financial planning, consulting, and portfolio management through both advisor-managed and firm-managed models, supported by an in-house Investment Management & Research team and third-party managers.

Ian Gregg is a financial advisor with Lincoln Investment, holding a Series 66 designation and 12 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent time 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 individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through a combination of advisor-managed and firm-managed model portfolios, supported by an in-house Investment Management & Research team and access to third-party managers.

Donald Mckell is a financial advisor with Lincoln Investment in Columbus, OH, holding a Series 63 designation and 40 years of industry experience. His career includes nine years at Lincoln Investment and previous roles at Legend Equities Corporation and Horizon Telecom. Outside of advising, he is a partial owner of Mckell Farm LLC, a real estate holding entity established with his siblings. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management with model portfolios, access to third-party managers, and operates with a fiduciary standard for ERISA-related advice.

Graham Bacheller is a financial advisor at Lincoln Investment with 20 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Lincoln Investment Planning, Inc. since 2005. Bacheller serves on the West Newbury Open Space Committee and is a board member of the Friends of the North Shore Education Consortium, a charitable organization. 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 employs an in-house investment management and research team that develops model portfolios and adaptive strategies, while many client relationships remain advisor-led with tailored allocation approaches.

Lauren Cecchini is a financial advisor with Lincoln Investment in Amherst, NY, holding Series 63 and Series 66 licenses and one year of industry experience. Prior to joining Lincoln Investment, she worked at Fidelity Investments and has a diverse background including small business ventures in automotive detailing and related fields. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer 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 and a layered delivery model involving independent advisors and co-adviser relationships.

Nicholas Shane is a financial advisor at Lincoln Investment with 19 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Agia, Valic Financial Advisors, Barclays Capital Inc., Credit Suisse Securities, and Lehman Brothers Inc. Outside of his advisory role, he is involved with Agia as an agent offering non-securities insurance products. Lincoln Investment is an enterprise investment advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, portfolio management with model portfolios, access to third-party managers, and maintains a long history of serving educators and participants in 403(b) and 457(b) programs.

Suzanne Rupkey is a financial advisor with Lincoln Investment in Jupiter, Florida, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has worked at Lincoln Investment since 2017 and previously spent nine years with Legend Equities Corporation and two years with Mutual Service 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 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 manages adaptive strategies.

Robert Rosenbaum is a financial advisor with Lincoln Investment in Sarasota, FL, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. Prior to joining Lincoln Investment in 2017, he worked for 21 years at Legend Equities Corporation. He is the owner of Suncoast Wealth Solutions, Inc., a business focused on insurance, financial services, and retirement counseling. 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 comprehensive financial planning and portfolio management, supported by an in-house Investment Management & Research team and a layered delivery model that combines advisor-led consulting with model portfolios and third-party managers.

Sierra King is a financial advisor with Lincoln Investment in Rochester, NY, holding a Series 66 designation and eight years of industry experience. She has worked at Lincoln Investment since 2018 and previously was involved with the Alfred State Office of Student Engagement. 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, consulting, and portfolio management services supported by an in-house Investment Management & Research team and employs both advisor-managed and firm-managed model portfolios.

Carrie Mcnair is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. Her background includes nearly a decade at Valic Financial Advisors and prior roles at Agia and MSI Financial Services. Lincoln Investment Planning, LLC serves a diverse 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 supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.

Phuong Dinh is a financial advisor at Lincoln Investment with Series 66 credentials and one year of industry experience. Prior to joining Lincoln Investment, Dinh has been self-employed since 2015 and is involved with Vers, LLC. 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 comprehensive financial planning and portfolio management services supported by an in-house investment management team and a broad network of independent advisors.

Dominic Velardi is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Lincoln Investment since 2017 and previously spent 23 years at Legend Equities Corporation and 13 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 corporate and ERISA retirement plans, with a longstanding 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 that constructs strategic and adaptive model portfolios.

Christina Forst is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 credentials and bringing five years of industry experience. Her prior roles include positions at eMoney Advisor LLC and J.G. Wentworth. She is an active shareholder in Lincoln Investment Holding Group Inc., participating in quarterly committee meetings to prepare shareholder reports. Lincoln Investment 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 employs an in-house investment management team to construct strategic model portfolios and offers a range of financial planning and portfolio management services through both advisor-led and firm-managed solutions.

Theodore Mihuta is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and bringing 47 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation, Legend Equities Corporation, VOYA Financial Advisors, Inc., and Voya Financial Partners, LLC. Outside of his advisory work, he is involved in the sales and service of fixed insurance products through JL Thomas Company. 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 employs an in-house Investment Management & Research team that constructs strategic model portfolios and supports advisor-led consulting and portfolio management with both discretionary and non-discretionary options.

Madison Hammel is a financial advisor with Lincoln Investment, holding a Series 66 designation and bringing 10 years of industry experience. She has worked at Consolidated Financial and Lincoln Investment since 2016. Outside of advising, she is engaged in real estate planning through ownership and management of Portfolio Projector LLC. Lincoln Investment is an enterprise investment advisory and broker-dealer serving 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, portfolio management through advisor-managed and firm-managed models, and access to third-party managers, supported by an in-house Investment Management & Research team.

Theresa Wiedmann is a CFP® professional with 44 years of experience in the financial industry. She has been with Lincoln Investment Planning, Inc. since 1982. Based in Fort Washington, PA, she holds the Series 63 license in addition to her CFP® designation. 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 team and access to third-party managers.

George Pantazis is a CFP® professional with 26 years of industry experience. He currently works at Lincoln Investment and previously held roles at Charles Schwab & Co., ICMA Retirement Corporation, and several other firms. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad range of clients, 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 investment strategies developed by an in-house research team and delivered through a combination of advisor-led and firm-managed solutions.

Christopher Robrahn is a financial advisor with Lincoln Investment in Wichita, KS, holding a Series 63 license and 34 years of industry experience. He previously worked at Legend Equities Corporation and Osaic FA, Inc. Outside of his advisory role, he produces and hosts a weekly fitness-focused web radio program and serves as an at-large member of the board of advisors for the East Wichita YMCA. 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 advisor-led consulting, supported by an in-house Investment Management & Research team.

Carol Peckman is a financial advisor with Lincoln Investment who holds a Series 63 designation and has 32 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1994 and has also worked with Aon Systems Corp since 1982. Outside of her advisory role, she owns Peckman Financial Services, a tax preparation business. 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 in 403(b) and 457(b) programs. The firm offers financial planning, consulting, and portfolio management through a combination of in-house model portfolios, third-party managers, and advisor-led strategies.