Nicole Meehan is a financial advisor with Lincoln Investment in Phoenix, AZ, holding a Series 66 designation and 12 years of industry experience. She has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation, Legend Equities Corporation, Politisocks, LLC, and Morgan Stanley. Outside of her advisory work, she provides business consulting focused on operations and recruiting for non-investment related companies. 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 retirement plans. The firm combines in-house investment management and research with advisor-led consulting, offering model portfolios, third-party managers, and both wrap and non-wrap platform options.

Benjamin Goodpaster is a financial advisor with Lincoln Investment in Fort Wayne, IN, holding the Series 63 and Series 65 credentials. He has nine years of industry experience, with prior roles at Marketshare Financial, Royal Alliance Associates, Northwestern Mutual, and JPMorgan Chase Bank. He is also managing member and co-owner of Goodpaster Holdings LLC, a real estate holding company currently inactive. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators participating in 403(b) and 457(b) programs. The firm combines advisor-led portfolio management with model portfolios developed by an in-house Investment Management & Research team and access to third-party managers, operating under a fiduciary standard for retirement advice.

Jesus Lopez is a Series 66 licensed financial advisor with Lincoln Investment, where he has worked since 2024. He has experience with National Life Group and has a background working in educational and religious organizations, including St Luke Catholic School and the Fellowship of Catholic University Students. 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 utilizes model portfolios and third-party managers driven by an in-house Investment Management & Research team, while many client relationships remain advisor-led and tailored through Lincoln’s platform tools.

Alan Gort is a financial advisor with Lincoln Investment who holds Series 63 and Series 65 licenses and has 24 years of industry experience. He previously worked at Legend Equities Corporation for nine years before joining Lincoln Investment in 2017. Outside of his advisory role, he is involved in tax preparation and financial planning services and owns a beach house rental property in Port Aransas, Texas. Lincoln Investment 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’s investment approach includes advisor-led consulting, model portfolios managed by an in-house Investment Management & Research team, and the use of third-party managers and platforms tailored to client objectives.

John Schu is a CFP® professional with 44 years of experience at Lincoln Investment Planning, Inc., where he has worked since 1982. He holds the Series 63 and Series 65 licenses and is based in Marlton, NJ. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse range of clients, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and maintains a long history of working with educators and participants in 403(b) and 457(b) programs.

Lisa Newsham is a financial advisor at Lincoln Investment with 27 years of industry experience. She holds a Series 66 designation and has been with Lincoln Investment Planning, Inc. since 1999. In addition to her advisory role, she has worked with the School District of Philadelphia since 1997. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and 403(b)/457(b) participants. 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 that constructs strategic model portfolios and adaptive strategies.

Daniel Auriemma is a financial advisor with Lincoln Investment in Hauppauge, NY, holding a Series 63 designation and 26 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2000 and has over three decades of work history with Nassau BOCES and B.D.C.E.S. Nassau Tech. 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, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team that operates both strategic and adaptive investment strategies.

Joseph Attanasi Jr. is a financial advisor with Lincoln Investment, holding a Series 63 designation and with 32 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1994. Outside of his advisory role, he serves as secretary and treasurer of a men's bowling league, managing league records and finances. 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 uses an in-house Investment Management & Research team to develop strategic and adaptive model portfolios, providing both advisor-led and firm-managed investment solutions.

John Campbell is a financial advisor at Lincoln Investment with a Series 66 designation and one year of industry experience. Prior to joining Lincoln Investment, he worked in various roles including positions at Corporate Glass and North West Bank. Outside of finance, he has been involved in the restaurant industry, with experience at multiple establishments such as Bay House Oyster Bar and Restaurant. Lincoln Investment Planning, LLC serves a broad range of clients 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 designs strategic model portfolios and adaptive investment strategies.

Joseph Klempel is a financial advisor with Lincoln Investment and holds a Series 66 designation. He has five years of industry experience, including five years at Edward Jones prior to joining Lincoln Investment. Outside of his advisory role, Klempel works as a contract facilitator for Klempel Consulting, LLC, providing sales training sessions. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a long 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 through a platform supported by an in-house Investment Management & Research team and a layered delivery model of advisors and co-advisers.

Whitney Jelinek is a financial advisor with Lincoln Investment, holding a Series 66 designation and nine years of industry experience. Prior to joining Lincoln Investment in 2026, Whitney worked at Edward Jones from 2017 to 2026. Outside of her advisory work, she engages in crocheting through a personal small business, Whitney Stitches. 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 develops model portfolios and employs third-party managers.

Angela Maraj is a financial advisor with Lincoln Investment in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 13 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 financial advisory work, Maraj is president of two environmental consulting firms, M&M Group Enterprises Inc and Botanica Inc. 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 & Research team that develops model portfolios and adaptive strategies.

Allen Sasser Jr. is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Lincoln Investment. His prior roles include positions at Brust Wealth Advisors, Raymond James Financial Services, JL Smith Holistic Wealth Management, Petros Financial Group, Bank of America, Merrill, and Fidelity. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth clients, trusts, charities, and corporate and ERISA retirement plans, with a strong history of working with educators and participants in 403(b) and 457(b) programs. 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.

John Conquest is a financial advisor with Lincoln Investment and holds a Series 63 designation. He has 32 years of industry experience, including prior roles at Legend Advisory Corporation and Legend Equities Corporation. He serves as a board member for the Hoselton Foundation, a charity organization. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer that serves a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm uses an in-house Investment Management & Research team to develop model portfolios and strategies, while many client relationships remain advisor-led and non-discretionary, with Lincoln acting as a fiduciary for ERISA and retirement advice.

Curtis Wilcox is a financial advisor with Lincoln Investment in Lombard, Illinois, holding Series 63 and Series 66 designations and totaling 15 years of industry experience. Prior to joining Lincoln Investment in 2026, he was with VALIC Financial Advisors for 16 years. Outside of his advisory work, he is involved in MCW Development, LLC, a real estate company he co-owns that develops small real estate projects. Lincoln Investment Planning, LLC is a large enterprise 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 using proprietary models and third-party managers, and advisory services often led by advisors using Lincoln’s platform and Investment Management & Research team.

Lia Cavallo is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 66 licenses and bringing eight years of industry experience. Her prior roles include positions at Navy Federal Credit Union and affiliated financial services firms. She also serves as an Associate Advisor at 7:12 Financial LLC, supporting client service activities. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer that serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a focus on educator-related programs and a model portfolio-driven investment approach.

Benjamin Welch is a financial advisor at Lincoln Investment with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has prior work history at LPL Financial, J. McGovern and Associates, Lincoln Investment Planning, and Merrill. Outside of his advisory role, he serves as a Boys U5 Division Coordinator and board member for a youth soccer organization. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving 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 research team and access to third-party managers.

Fawn Lane is a CFP® professional with 20 years of experience in financial services. She is currently with Lincoln Investment and has previously worked at IHT Wealth Management LLC, Independent Financial Partners, LPL Financial, and Valic Financial Advisors. Lane is also the owner of Bay Area Wealth Management, Inc., which provides insurance sales and service. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a notable history of working with educators and 403(b) and 457(b) program participants. 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 competitive investment strategies.

Ryan Smith is a financial advisor with Lincoln Investment in Farmington Hills, MI, holding a Series 66 designation and three years of industry experience. He has worked at Lincoln Investment since 2022 and also holds a role as a sales assistant involved in life insurance sales at Consolidated Financial Corporation. Outside of his advisory work, he volunteers as a U14 boys soccer coach. Lincoln Investment Planning, LLC is a large enterprise 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 with a combination of advisor-led consulting and model portfolios developed by an in-house Investment Management & Research team.

Douglas Dier is a financial advisor with Lincoln Investment, holding the Series 63 designation and bringing 39 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 his advisory work, he serves on the board of directors for the Thousand Islands Bridge Authority and is president of Dier Agency, Inc., a property and casualty insurance business. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a long history of working with educators and participants in 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.