Alexis Cain is a financial advisor with Lincoln Investment in Horsham, PA, holding a Series 66 designation and eight years of industry experience. She has been with Lincoln Investment and its affiliated entities since 2016. Outside of her advisory role, she is involved with Retro Fitness of Fairless Hills. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a notable focus on educators and participants in 403(b) and 457(b) programs. The firm offers comprehensive financial planning and portfolio management solutions supported by an in-house Investment Management & Research team and a multi-layered advisor network.

Jennifer Williams is a financial advisor at Lincoln Investment with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has served at Lincoln Investment since 2016. In addition to her advisory role, she has been an agent at The Gabor Agency, Inc. since 1999, providing insurance and retirement options to employees of state colleges and universities in Florida. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer that serves individual and high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans. The firm is known for its focus on educators, tailored portfolio management, and a combination of in-house research and third-party management solutions.

Hannah Melandro is a Series 66-licensed financial advisor with Lincoln Investment, where she has worked since 2025. She has one year of industry experience. In addition to her advisory role, Melandro teaches business education for grades 7-12 at Sayville Public Schools and creates and sells digital teaching resources. 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 advisor-led consulting supported by an in-house investment management and research team.

Mary Catherine Maclefko is a financial advisor with Lincoln Investment, holding a Series 63 designation and 17 years of industry experience. She joined Lincoln Investment in 2017, having previously worked at Legend Advisory Corporation and Legend Equities Corporation. Outside of her advisory role, she is an accountant and office manager at Allied Staffing and also conducts site inspections for vehicle and commercial property surveys. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) programs. 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.

Matthew Hausmann is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 credentials and 22 years of industry experience. Prior to joining Lincoln Investment in 2017, he spent 13 years at Legend Equities Corporation. Outside of his advisory role, he prepares taxes for clients and acts as a selling advisor for Medicaid compliant annuities in a separate capacity. 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 a range of services such as financial planning, portfolio management, and access to third-party managers, supported by an in-house investment management and research team that develops strategic model portfolios and adaptive strategies.

Carly Mccarty is a financial advisor at Lincoln Investment with 17 years of industry experience. She holds Series 63 and Series 65 designations and has worked at firms including First Command Advisory Services and PNC Wealth Management. Carly also holds a role as a licensed associate at Heritage Advisory Group. 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 with model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team and a layered delivery model.

Geoffrey Wright is a financial advisor with Lincoln Investment, holding a Series 63 designation and over 43 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1983 and previously worked with New York Life Insurance Company beginning in 1977. Outside of his advisory work, he is a minority owner in a small horse racing partnership. Lincoln Investment Planning, LLC is an enterprise firm serving a broad range of clients including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a historical focus on 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 develops strategic model portfolios and employs third-party managers as needed.

Bert Ritter is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Lincoln Investment since 2017 and previously spent 14 years at Legend Equities Corporation. Ritter is also the owner of Teachers Sharing Answers, a life and fixed annuity and tax/accounting marketing business he has operated for over four decades. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Gabrielle Carbonara is a financial advisor with Lincoln Investment in Marlton, NJ, holding a Series 66 designation and one year of industry experience. Before joining Lincoln Investment, she held various roles in the hospitality industry and has worked as an intern at Clearpath Wealth Partners. She also occasionally works as a bartender at Brothers Bar and Grill. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and corporate and retirement plan clients. The firm offers comprehensive financial planning, advisor-led consulting, and portfolio management, supported by an in-house Investment Management & Research team and access to third-party managers.

Michael Nelligan is a financial advisor at Lincoln Investment with 25 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lincoln Investment since 2017, following 16 years at Legend Equities Corporation. Outside of his advisory role, he serves as trustee for the grandchildren of his late uncle. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individual and 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, consulting, portfolio management, and utilizes an in-house Investment Management & Research team alongside third-party managers to support a range of client investment strategies.

Joseph Di Criscio Jr. is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and 10 years of industry experience. He previously worked at Wealth CMT and Lincoln Financial Advisors Corporation and has been affiliated with Temple University since 2018. 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 strategic model portfolios and adaptive investment strategies.

Angela Gelzine is a financial advisor with Lincoln Investment in Fort Washington, PA. She holds a Series 66 designation and has eight years of industry experience. Prior to joining Lincoln Investment in 2018, she worked at Main Line Health from 2013 to 2017. Outside of her advisory role, she works as a server for a catering company specializing in weddings and corporate events. 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 investment strategies.

Chad Brennan is a financial advisor at Lincoln Investment with one year of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and operated his own advisory firm, Brennan Financial Services. Outside of his advisory work, he serves as a board member for Mashview Bible Camp, a nonprofit children’s summer camp. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and various retirement plans. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team that constructs strategic model portfolios and employs third-party managers.

Timothy Leonard is a financial advisor at Lincoln Investment with 34 years of industry experience. He has been with Lincoln Investment since 2010 and previously worked at MM Ascend Life Investor Services, LLC from 2006 to 2010. He holds Series 63 and Series 65 credentials and is based in Cincinnati, Ohio. 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 strategic model portfolios and Adaptive Intelligence Model strategies.

James Guy III is a financial advisor at Lincoln Investment with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment Planning, Inc. since 2008. Prior to his career in finance, he spent 30 years working with the Verona Area School District. 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 advisor- and firm-managed models, and access to third-party managers, supported by a dedicated in-house investment management and research team.

Stephen Manzo is a financial advisor with Lincoln Investment based in Fort Washington, PA. He holds Series 63 and Series 66 licenses and has 35 years of industry experience. Manzo has worked at Lincoln Investment since 2016 and also maintains ongoing roles at Valdes & Moreno, Inc. and Dautrich Seiler Financial Services, Inc. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through various model portfolios, and advisor-led consulting, supported by an internal Investment Management & Research team.

Thomas Pope is a financial advisor at Lincoln Investment with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Lincoln since 2017. Prior to that, he was associated with Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, he serves as the Investment Committee Chairman for Christ First United Methodist Church. 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 Management & Research team and a layered delivery model involving independent advisors and co-advisers.

Andrew Ramsey is a financial advisor at Lincoln Investment with six years of industry experience. He holds a Series 66 credential and has previously worked at PricewaterhouseCoopers. Ramsey is also engaged as a salaried financial professional at Outlook Financial Group, providing financial services through Lincoln Investment. 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, advisor-led consulting, and portfolio management, supported by an in-house Investment Management & Research team and a mix of third-party managers.

Keith Glushek is a financial advisor at Lincoln Investment with 28 years of industry experience. He holds a Series 66 designation and has worked with Lincoln Investment Planning since 2012, following ten years at Securities America Advisors, Inc. 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 advisor-led consulting, supported by an in-house Investment Management & Research team that develops strategic model portfolios and employs third-party managers as needed.

Sylvia Drury is a financial advisor with Lincoln Investment who holds a Series 63 designation and has 36 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1999 and has worked at MetLife Resources since 1990. Drury also maintains an insurance agent role specializing in insurance, fixed indexed annuities, and long-term care products. 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, portfolio management using in-house and third-party models, and maintains a significant focus on educator retirement programs.