Allan Dunlap is a financial advisor at Lincoln Investment with 39 years of industry experience. He holds a Series 63 designation and has worked with Capital Analysts, Incorporated since 1995 and Fidelity Union/Allianz Life Insurance since 1975. Outside of his advisory work, he is a general agent and producer in the insurance field. Lincoln Investment Planning, LLC serves a broad range of clients including individuals, 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, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team and third-party managers.

Bill Thompson is a financial advisor at Lincoln Investment with 24 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Lincoln Investment since 2012. Prior to that, he was with Capital Analysts Incorporated and LPL Financial. Outside of his advisory role, Thompson is a managing member of a cattle grazing business and serves as an appointed member of the City of Bryan Historical Landmark Commission. 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 advisor-led consulting, supported by an in-house investment management team and various third-party managers.