Nicholas Constantino is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 credentials and 14 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of advisory work, he is involved in tax preparation through a separate business activity. Lincoln Investment Planning, LLC serves 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, model portfolios, and third-party managers, maintaining a fiduciary role in certain retirement advice.

Mark Fitch is a financial advisor with Lincoln Investment in Rochester, NY, holding a Series 63 designation and 41 years of industry experience. He previously worked at Legend Advisory Corporation and Legend Equities Corporation, with tenures spanning from 1994 to 2019. Fitch is also the owner of farm land in Perry, NY. 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 consulting, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.

Roger Miller is a financial advisor with Lincoln Investment in Independence, OH, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His prior roles include positions at Chase Investment Services Corp. and Banc One Securities Corporation. Outside of finance, he works as a bus operator for Summit County Transit Service. Lincoln Investment Planning, LLC serves a broad 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) program participants. The firm employs an in-house Investment Management & Research team to develop strategic model portfolios and offers advisor-led consulting, financial planning, and access to third-party managers through various platform options.

Gary Drury is a financial advisor with Lincoln Investment, holding a Series 63 license and 37 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1999. In addition to his advisory role, he has operated Pelicans Restaurant since 1979 and works as a general agent selling insurance and fixed annuities. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable history serving educators. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and third-party managers.

Kevin Coscarelli is a financial advisor at Lincoln Investment with four years of industry experience. He holds Series 63 and Series 66 credentials. Prior to joining Lincoln Investment, he worked at Cadaret, Grant & Co., Inc. He is also involved in insurance sales through his ownership of KCMCSC LLC and partnership in Total Koverage LLC, focusing on professional and general liability insurance. 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 and portfolio management supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.

Charles Waddell Jr. is a financial advisor at Lincoln Investment with 30 years of industry experience. He holds a Series 66 designation and has worked for firms including Legend Equities Corporation, F & S Asset Management Group, Cincinnati Analysts, Transamerica Financial Advisors, and Wells Fargo Clearing. Lincoln Investment Planning, LLC serves a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans such as 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management using both advisor-managed and firm-managed model portfolios, supported by an in-house Investment Management & Research team and a network of third-party managers.

Joseph Morelli III is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously spent 26 years at Guardian Life and has operated Morelli & Associates, Inc., a tax preparation and planning firm, since 1989, serving as its president and CEO. Morelli also acts as a retired agent servicing client contracts from Guardian Life. 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 a range of services such as financial planning, portfolio management with model portfolios, access to third-party managers, and both wrap and non-wrap platforms, supported by an in-house Investment Management & Research team.

William Ferguson III is a financial advisor at Lincoln Investment with a Series 66 designation. He has one year of industry experience and previously worked at Bank of America, N.A., BentoBox, Stir It Up Ventures, Urban Brewers, and Ariete. Outside of his advisory role, he is involved with Oak & Ola. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer that serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, access to third-party managers, and both wrap and non-wrap platform options, supported by an in-house Investment Management & Research team that creates strategic model portfolios and adaptive strategies.

Jonathan Floe is a financial advisor with Lincoln Investment in Phoenix, AZ, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. 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 combines advisor-led consulting with model portfolio management and access to third-party managers, supported by an in-house Investment Management & Research team.

David Motley is a financial advisor at Lincoln Investment with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at T. Rowe Price and Valic Financial Advisors. In addition to his advisory work, he manages real estate flipping ventures through MRH, LLC and Home Acq 13 LLC. 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 access to third-party managers, supported by an in-house Investment Management & Research team that builds strategic model portfolios and adaptive investment strategies.

Nicholas Lapp is a financial advisor with Lincoln Investment, holding a Series 66 designation and one year of industry experience. Prior to joining Lincoln Investment in 2025, his background includes roles at various companies across different sectors. Outside of his advisory work, he is a partner in a real estate management business. Lincoln Investment Planning, LLC serves a diverse client base, including individual investors, high-net-worth clients, trusts, charities, and retirement plans, offering financial planning and portfolio management supported by an in-house Investment Management & Research team and third-party managers.

Peter Perini Jr. is a financial advisor with Lincoln Investment in Rockville, MD, holding a Series 66 credential and three years of industry experience. Prior to joining Lincoln Investment, he held various roles including self-employment ventures and online selling. Outside of his financial advisory work, he operates an eBay store selling a variety of goods. Lincoln Investment Planning, LLC is an 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 financial planning, portfolio management with model portfolios, access to third-party managers, and serves as a fiduciary in ERISA/retirement advice.

Theodore Kanakaris is a financial advisor at Lincoln Investment with 13 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Northwestern Mutual in various capacities. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a broad 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 in-house model portfolios, third-party managers, and both wrap and non-wrap platforms.

Brandon De Stefano is a financial advisor with Lincoln Investment in Bryan, TX, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has been with Lincoln Investment since 2016 and was self-employed from 2008 to 2016. Brandon serves on the board of the Conroe Country Club. 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 through various models, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic portfolios and adaptive strategies.

Robert Decaro is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and 21 years of industry experience. He has worked at Lincoln Investment Planning, Inc. since 2012, following prior roles at Legend Advisory, LLC and Capital Choice Investment Advisers, Inc. Decaro is also licensed as an agent selling individual life and long-term care insurance. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a particular history serving 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 a network of sub-advisers and third-party managers.

Debra Lang is a financial advisor with Lincoln Investment in West Chester, OH, holding over 21 years of industry experience. She has been with Lincoln Investment since 2010 and is also Vice President and Agent of The Lang Agency Inc., a financial services and health insurance firm. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, and retirement plans, with a focus on educator programs such as 403(b) and 457(b). The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team.

Terri Trotta is a financial advisor with Lincoln Investment in Fairport, NY, holding a Series 63 designation and 17 years of industry experience. She has been with Lincoln Investment since 2013. In addition to her advisory role, she is a self-employed CPA providing tax preparation services. 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 through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team and a layered delivery model combining independent advisors and third-party relationships.

Matthew Root is a financial advisor with Lincoln Investment in Syracuse, NY, holding a Series 63 designation and 28 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. In addition to his advisory work, he is the owner and operator of Roots Tax Service, providing tax preparation services. 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 via advisor- and firm-managed models, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic and adaptive portfolios.

Ryan Deppas is a financial advisor at Lincoln Investment with 11 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017, following two years at Legend Equities Corporation. Outside of his advisory role, he is involved in education and sales of Medicare Advantage and Supplemental plans. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a significant focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management through a mix of advisor- and firm-managed model portfolios supported by an in-house Investment Management & Research team.

Sidney Kaufman is a financial advisor at Lincoln Investment in New York, NY, holding a Series 63 designation with 38 years of industry experience. He has been with Lincoln Investment since 2010 and has operated as a self-employed accountant for over 50 years. Outside of his advisory role, Kaufman owns and operates a tax preparation service where he prepares tax returns and serves as a New York Department of State process agent. 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 offers financial planning, portfolio management with advisor- and firm-managed models, and access to third-party managers, supported by an in-house Investment Management & Research team.