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.

Jonathan Peck is a financial advisor with Lincoln Investment based in Cranford, NJ, holding a Series 63 license and having 28 years of industry experience. He has worked at Underwriters Equity Corporation since 2002. In addition to his advisory role, Peck is an insurance agent for American General, VOYA, and Genworth, specializing in life and disability insurance. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) programs. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and employs an in-house Investment Management & Research team to construct strategic and adaptive investment strategies.