Joshua Denz is a CFP® professional with three years of industry experience, currently serving as a financial advisor at Lincoln Investment. He has held roles at Lincoln Investment since 2023 and has academic experience at Canisius College and the University at Buffalo. Outside of advising, he also works as a sales associate supporting senior financial representatives. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment programs managed through strategic and tactical approaches, overseeing approximately $22.9 billion in advisory assets as of late 2025.

Markus Williams is a financial advisor at Lincoln Investment with 11 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Key Investment Services, KeyBank, Prudential Insurance Company of America, and Allstate Insurance Company. Outside of financial advising, he works as an Operations Coordinator in logistics. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and tactical approaches overseen by an Investment Management & Research team.

Nicholas Pontrello is a financial advisor with Lincoln Investment in Amherst, NY, holding a Series 66 designation. He joined Lincoln Investment in 2026 and has prior work experience in various industries, including three years at Perry's Ice Cream Co., Inc. and four years at Kenny Enterprises. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment services, combining in-house and third-party strategies managed by an Investment Management & Research team employing strategic and tactical approaches.

Michael Constantino is a financial advisor with Lincoln Investment in Amherst, NY, holding a Series 63 designation and 19 years of industry experience. He has worked at Lincoln Investment since 2017 and previously was with Legend Advisory Corporation and Legend Equities Corporation. In addition to his advisory role, he is involved in marketing, research, and appointment setting as a sales assistant. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of investment programs managed through a combination of strategic and tactical approaches overseen by its Investment Management & Research team.

Christopher Moribella is a financial advisor with Lincoln Investment in Amherst, NY, holding a Series 63 designation and 39 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent eight years at Legend Advisory Corporation and 31 years at Legend Equities Corporation. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advisory services, managing both discretionary and non-discretionary portfolios through strategic and tactical investment approaches.

Lauren Cecchini is a financial advisor with Lincoln Investment, holding Series 66 and Series 63 licenses and one year of industry experience. Prior to joining Lincoln Investment in 2026, she worked at Fidelity Investments and has entrepreneurial experience through founding and operating Lauren Cecchini DBA Salty Detailing and Automotive Addiction LLC. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning and a range of investment programs managed through both strategic and tactical approaches by its Investment Management & Research team.

Timothy Mckillen Jr. is a financial advisor at Lincoln Investment with 16 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017, following prior roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory work, he is self-employed in income tax preparation. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, including both discretionary and non-discretionary programs, and utilizes strategic and tactical investment approaches overseen by its Investment Management & Research team.

Ryan Deppas is a financial advisor at Lincoln Investment with 11 years of industry experience. He holds a Series 63 designation and has been with Lincoln Investment since 2017, following two years at Legend Equities Corporation. He is also involved in educating and selling Medicare Advantage and Supplemental plans. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advisory services, managing both in-house and third-party strategies through investment models that employ strategic and tactical approaches.

David Chua is a financial advisor at Lincoln Investment with 26 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017, following prior roles at Legend Advisory Corporation and Legend Equities Corporation. He serves on the board of the Batavia City School District Foundation. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and both advisor-managed and firm-managed investment programs utilizing a combination of strategic and tactical approaches.

Jason Campbell is a financial advisor at Lincoln Investment with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Prudential Insurance Company of America and LPL Enterprise. Outside of his advisory role, he serves as president of a local Parent Teacher Organization and owns a truck dispatching business. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and manages a mix of in-house and third-party investment strategies using both strategic and tactical approaches.

Nathan Slate is a financial advisor at Lincoln Investment with 14 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017. Prior to that, he was with Legend Advisory Corporation and Legend Equities Corporation. Lincoln Investment serves individuals, charitable organizations, businesses, and many employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of model portfolios using both strategic and dynamic investment approaches.

William Tepas is a financial advisor with Lincoln Investment in Amherst, NY, holding a Series 63 designation and 44 years of industry experience. His career includes nearly 23 years at Legend Equities Corporation and eight years at Legend Advisory Corporation before joining Lincoln Investment in 2017. Lincoln Investment serves individuals—including high-net-worth clients—charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment services utilizing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.

Richard Telfair is a financial advisor at Lincoln Investment with 25 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017. His prior experience includes roles at Legend Advisory Corporation and Legend Equities Corporation. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory services, employing both strategic and dynamic investment approaches managed by an in-house Investment Management & Research team.

Nicholas Ljiljanich is a financial advisor at Lincoln Investment with Series 65 and Series 63 licenses and one year of industry experience. He has worked at Lincoln Investment since 2024 and has a background that includes roles at Santora's Pizza Pub & Grill and SUNY Cortland. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing both strategic and tactical approaches overseen by an Investment Management & Research team.