Joseph Streveler is a financial advisor with Lincoln Investment in Bluffton, Indiana, holding Series 63 and Series 65 licenses and having 26 years of industry experience. His prior roles include positions at Legend Equities Corporation and PRUCO Securities, LLC. He has been with Lincoln Investment since 2017. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individuals, high-net-worth investors, trusts, charities, and retirement plans, including educators participating 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, with many client relationships being advisor-led and tailored to individual objectives.

Gregory Howard is a financial advisor with Lincoln Investment in Hartford, CT, holding a Series 63 designation and offering 33 years of industry experience. He has managed Howard Financial Planners, Inc. since 1982 and has been involved with Main St Management since 2000. Outside of finance, he serves as an independent NRA pistol safety instructor and is engaged in martial arts instruction through his ownership of related associations and LLCs. 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 combines advisor-led consulting and model portfolio management with a dynamic in-house Investment Management & Research team and a layered delivery model that includes third-party managers and fiduciary services for ERISA/retirement advice.

Ruth Torres is a financial advisor with Lincoln Investment in San Antonio, TX, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at ONE Advisory Partners, Bank of America, and Merrill. Lincoln Investment Planning, LLC serves a diverse client base including individual and 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 financial planning, portfolio management using model portfolios and third-party managers, and maintains both advisor-led and firm-managed strategies supported by an in-house investment research team.

Michael Izak is a financial advisor at Lincoln Investment with a Series 66 designation and one year of industry experience. His prior work includes roles at Encompass Wealth & Legacy Planning LLC, State Farm, and Kemp Harvest 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 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 AIM strategies.

Michael Domino is a financial advisor with Lincoln Investment in Columbus, OH, holding a Series 63 designation and 24 years of industry experience. He has worked at Lincoln Investment since 2017 and was previously with Legend Equities Corporation for six years. 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 advisor-led consulting, supported by an in-house Investment Management & Research team that develops model portfolios and dynamic strategies.

Robert Provance is a financial advisor with Lincoln Investment in Independence, OH. He holds the ChFC® designation and Series 63 and Series 65 licenses, with 27 years of industry experience. Prior to joining Lincoln Investment in 2017, he worked at Legend Advisory Corporation, Legend Equities Corporation, and MSI Financial Services, Inc. He is also engaged in the sales and service of health insurance. Lincoln Investment is a large enterprise investment advisory and broker-dealer serving a broad 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 a layered advisory model.

Melissa Borelli is a financial advisor at Lincoln Investment with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Lincoln Investment Planning, Inc. since 2004. Lincoln Investment Planning, LLC serves a diverse client base including individual and 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 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 dynamic AIM strategies.

Jose Gueco is a financial advisor with Lincoln Investment who holds Series 63 and Series 65 licenses and has 19 years of industry experience. He has worked at Lincoln Investment Planning since 2009 and has been with Shelgren Financial Group since 2004. Gueco serves as an endowment committee member for St. Philomena School, where he reviews the school budget and endowment fund. 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 with model portfolios, and advisor-led consulting, supported by an in-house Investment Management & Research team and third-party managers.

Eileen Mccarthy Ritter is a financial advisor with Lincoln Investment who holds Series 63 and Series 66 licenses and has 38 years of industry experience. She has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of her advisory work, she is the owner of Teachers Sharing Answers, a life and fixed annuity sales business she has operated since 1989. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house Investment Management & Research team and a range of third-party managers.

Jeff Pierson is a financial advisor with Lincoln Investment Planning, Inc. in Joliet, IL, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. He has served at Lincoln Investment since 2005 and has been a member of the Lisle-Woodridge Fire Department since 1989. Outside of his advisory work, Pierson serves on the boards of the Rialto Square Theater and the Will County 100 Club and is a member of the Joliet Rotary Club. 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, advisor-led consulting, and portfolio management utilizing in-house strategic model portfolios, third-party managers, and a combination of wrap and non-wrap platforms.

Benjamin Lukas is a financial advisor with Lincoln Investment in Marlton, NJ, holding a Series 66 license and one year of industry experience. His prior roles include positions at Chris Lukas and Blue Phoenix USA. He volunteers as a tax preparer providing income tax assistance to lower and middle income taxpayers through the Franciscan Community Development Center of Fairview. Lincoln Investment Planning, LLC serves a wide range of clients 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’s investment approach combines in-house portfolio management and third-party managers, offering both discretionary and advisor-led services through a comprehensive platform.

Nicholas Avsec is a financial advisor with Lincoln Investment in Port Saint Lucie, FL, holding a Series 66 designation and 10 years of industry experience. He has been with Lincoln Investment since 2017 and also works with Legend Advisory Group, where he has been active since 2015. 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 manages adaptive investment strategies.

Patrick Toner is a financial advisor at Lincoln Investment with five years of industry experience. He holds a Series 66 designation and previously worked at The Vanguard Group for five years. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, offering financial planning, portfolio management, and access to third-party managers. The firm utilizes an in-house Investment Management & Research team to develop model portfolios and AIM strategies while maintaining many advisor-led client relationships.

Rhonda Mccurry is a financial advisor at Lincoln Investment with 36 years of industry experience. She holds a Series 63 designation and has worked at firms including Legend Advisory Corporation, Legend Equities Corporation, Valic Financial Advisors, and MSI Financial Services. Outside of financial advising, she assists with auto build and repair of race cars and coordinates fix-and-flip real estate projects as a learning experience. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a long history serving educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers, employing an in-house Investment Management & Research team to develop model portfolios and adaptive strategies while maintaining a largely advisor-led approach.

Frank Rosala is a Certified Financial Planner® with 19 years of industry experience. He is currently with Lincoln Investment, where he has worked since 2022. His prior experience includes roles at The Prudential Insurance Company of America, Prudential Annuities Distributors, Citizens Securities, and Merrill. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individual investors, high-net-worth clients, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through both advisor-managed and firm-managed model portfolios, supported by an in-house Investment Management & Research team and access to third-party managers.

Jody Ayotte is a financial advisor with Lincoln Investment, holding a Series 66 designation and bringing 15 years of industry experience. She has worked at Lincoln Investment since 2017 and is also associated with Legend Equities Corporation. 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 advisor-led consulting, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.

Reginald Suggs is a financial advisor at Lincoln Investment with 19 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at VALIC Financial Advisors for 12 years and Agia for one year. 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 that constructs strategic model portfolios and Adaptive Intelligence Model strategies.

Timothy Mckillen Jr. is a financial advisor with Lincoln Investment, holding a Series 63 designation and 16 years of industry experience. He has worked at Lincoln Investment since 2017 and previously at Legend Advisory Corporation and Legend Equities Corporation. In addition to his advisory role, he is self-employed in income tax preparation. 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 offers financial planning, portfolio management, and access to third-party managers, with investment strategies guided by an in-house Investment Management & Research team.

Lisa Brumfield is a financial advisor at Lincoln Investment with 13 years of industry experience. She holds a Series 65 credential and has worked at Lincoln Investment since 2017. Prior to that, she was with Legend Advisory Corporation and Legend Equities Corporation. Outside of her advisory role, she works annually as a bartender at the Honda Classic Golf Tournament. 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, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.

Joy Kaminski is a financial advisor with Lincoln Investment in Arvada, Colorado, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at Lincoln Investment since 2015 and concurrently serves as Marketing Manager at The Voyager Group, a financial services and insurance firm. Kaminski also operated Finding Joy Photography from 2005 to 2022. 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 combines advisor-led consulting with in-house investment management and uses a layered model involving third-party managers, offering both discretionary and non-discretionary services tailored to client objectives.