Elliott Friedman is a financial advisor with Lincoln Investment, holding 46 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1989 and has served as a substitute teacher with the Rome City School District since 1983. He also serves as treasurer for Adas Israel Cemetery. Lincoln Investment Planning, LLC is a large 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 dynamic investment strategies.

Barbara Becker is a financial advisor with Lincoln Investment Planning, Inc. She holds a Series 63 designation and has 20 years of industry experience, including 18 years with Lincoln Investment. Becker is based in Cobleskill, NY. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a particular focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs model portfolios and employs various strategies to meet client objectives.