Mary Tibolet is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 63 designation and 29 years of industry experience. She has worked with Lincoln Investment Planning since 1993 and has also been associated with Joaquin C Lopez Inc and Barbara Muza since 2011. Lincoln Investment Planning, LLC serves a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management, supported by an in-house Investment Management & Research team and a large network of independent advisors.

Kimberly Cox is a financial advisor with Lincoln Investment in Lutz, FL, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has worked at Lincoln Investment for multiple periods since 2014 and has prior experience with United Planners Financial Services, West Coast Financial, Invest Financial Corporation, and Waddell & Reed. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including a long history with educator accounts. The firm offers financial planning, advisor-led consulting, and portfolio management through both advisor- and firm-managed model portfolios, supported by an internal Investment Management & Research team.

Carl Thoenen is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 credentials and over 32 years of industry experience. He has been with Lincoln Investment since 2010 and also maintains a long-standing association with Aag Securities, Inc. Outside of his advisory role, Mr. Thoenen serves as Vice President on the board of the charity The Cries of a Child and is actively involved in his community through leadership roles with a local Boy Scout troop and a church men's group. 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 team that constructs strategic model portfolios and adaptive strategies.

Kathleen Barrett is a financial advisor at Lincoln Investment with five years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Lincoln Investment, she worked at Simone Campbell Tax Consulting LLC and several other companies in various roles. Lincoln Investment Planning, LLC 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 offers financial planning, consulting, and portfolio management with a focus on tailor-made allocations supported by an in-house Investment Management & Research team and third-party managers.

Robert Fisch is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 licenses and 28 years of industry experience. He has worked at Lincoln Investment since 2026 and previously held roles at United Planners' Financial Services of America and Citizens Securities, Inc. He is also engaged in fixed and annuity sales as an agent. 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 access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.

Cristoforo Caccavale is a financial advisor at Lincoln Investment with a Series 66 designation and no prior industry experience. His background includes roles at Brookhaven National Laboratory, Intellishift, Stony Brook Medicine, and GOGov. 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 through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team.

Randy Oehrlein is a financial advisor with Lincoln Investment in Austin, TX, holding Series 63 and Series 65 credentials and 24 years of industry experience. Before joining Lincoln Investment in 2017, he worked for Legend Equities Corporation for 15 years and has operated his own insurance and investment practice since 2000. He is also associated with the University of Texas–Austin since 2000. Outside of his advisory role, he manages health and life insurance sales and services through several business entities. 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 through model portfolios and third-party managers, and operates a robust Investment Management & Research team that supports advisor-led portfolio customization.

Prabjyot Kaur is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 66 licenses and five years of industry experience. Her prior roles include positions at HSBC Securities and HSBC Bank USA, as well as PNC Bank. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a wide 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, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.

Gary Niemczak is a financial advisor with Lincoln Investment in Farmington Hills, MI, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. His career includes roles at Great American Advisors, Jefferson Pilot Securities Corporation, and Security First Group, Inc. He also acts as an insurance agent providing fixed annuities and life insurance through other business activities. 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, and advisor-led consulting supported by an in-house investment management team that develops strategic model portfolios and adaptive strategies.

Timothy Minor is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has worked with Lincoln Investment since 2017 and previously held positions at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, he serves as a varsity assistant basketball coach for a girls' team at Lake Oconee Academy. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth clients, trusts, charities, and retirement plans. The firm offers a range of financial planning and portfolio management services, supported by an in-house Investment Management & Research team and a layered delivery model that includes third-party sub-advisers and advisor-led consulting.

Chelsea White is a financial advisor with Lincoln Investment in Tallahassee, FL, holding a Series 66 designation and one year of industry experience. She previously worked at Joseph House and has been associated with Gabor Financial Solutions since 2021. 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, advisor-led consulting, and portfolio management through various models, supported by an in-house Investment Management & Research team and third-party managers.

Alison Vento is a ChFC® and Series 66–registered financial advisor with 13 years of industry experience. She currently serves at Lincoln Investment and has previously worked at Edward Jones, Western International Securities, J.P. Morgan Securities, Merrill, and Ameriprise. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer that serves 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 access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic and adaptive investment strategies.

Troy Webb is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and 31 years of industry experience. He previously worked at Valic Financial Advisors for 28 years and Agia for 4 years. In addition to his advisory role, Webb is the owner of Personal Data Bank, Inc., a company focused on protecting intellectual property related to algorithm scripts and programming. 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, advisor-led consulting, and portfolio management through a combination of model portfolios, third-party managers, and a dedicated Investment Management & Research team.

Michele Gravlin is a financial advisor with Lincoln Investment in Marlton, NJ, holding a Series 66 designation and possessing 31 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1995. 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, consulting, and portfolio management with a focus on advisor-led strategies and employs an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive investment strategies.

Brandon Ulloa is a financial advisor at Lincoln Investment with three years of industry experience. He holds a Series 66 designation and has worked previously at Spartan Capital Securities, Bank of America, Merrill, and Salus Financial Solutions. Outside of advisory work, he owns Kachi Entertainment & Productions, an entertainment business focused on DJing and organizing private events. Lincoln Investment Planning, LLC is a large enterprise investment advisory firm serving a diverse client base, including individuals, high-net-worth investors, 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.

Valerie Widhson is a Series 66-licensed financial advisor with Lincoln Investment, based in Fort Washington, PA. She has 10 years of industry experience, including four years at Lockwood Advisors Inc and Pershing LLC prior to joining Lincoln Investment in 2018. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base that includes individuals, high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, consulting, portfolio management through advisor- and firm-managed model portfolios, and employs an in-house Investment Management & Research team to develop strategic portfolios and Adaptive Intelligence Model strategies.

Brian Pias is a financial advisor with Lincoln Investment in Palm Beach Gardens, FL, holding a Series 66 designation and eight years of industry experience. He has been with Legend Group/Lincoln Investment since 2016. 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 corporate and ERISA retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, with an investment process supported by an in-house research team that develops model portfolios and adaptive strategies.

Aziza El Harre Bey is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. Her prior work includes roles at Santander Securities, Santander Bank, and Fidelity Brokerage Services. Lincoln Investment Planning, LLC serves a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans, with a focus on 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 utilizes an in-house Investment Management & Research team alongside third-party managers.

Paul Niemiec is a financial advisor with Lincoln Investment in Lombard, Illinois, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Valic Financial Advisors, Bank of America, Merrill, and Equitable Advisors. Outside of finance, Niemiec works as an assistant coordinator for Sarah Kathleen Events, a wedding and event planning company. 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 strategies.

William Marney is a financial advisor at Lincoln Investment with 16 years of industry experience. He holds a Series 66 designation and has previously worked with Mass Mutual Life Insurance Company, MML Investors Services LLC, and TD Ameritrade. Outside of his advisory role, he has business responsibilities managing client communications for a retail sales venture in the car wash industry. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with expertise in educator retirement programs. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team that constructs strategic and adaptive model portfolios.