Nicholas Beiter is a financial advisor with Lincoln Investment in East Syracuse, NY, holding a Series 63 credential and 20 years of industry experience. His prior work includes roles at Capital Analysts, Legend Advisory Corporation, and Legend Equities Corporation. Outside of advising, he is involved in several entrepreneurial ventures, including co-creating and contributing to Breaking Bourbon, LLC, a website focused on bourbon industry content, and managing Angel's Share Media, LLC, a related startup specializing in press releases for bourbon and American whiskey brands. 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 through model portfolios, and employs an in-house Investment Management & Research team to support advisor-led investment strategies.

Brett Grandjean is a financial advisor with Lincoln Investment in East Syracuse, NY, holding a Series 66 designation and six years of industry experience. He has been with Lincoln Investment since 2019 and also co-owns Grandjean, Wagner, Beiter & Co, an accounting and tax service firm where he provides tax planning and bookkeeping services. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of serving educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Reginald Grandjean is a financial advisor at Lincoln Investment with 39 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017. Prior to that, he was associated with Legend Advisory Corporation and Legend Equities Corporation for a combined total of nearly four decades. Outside of advisory work, he has been involved as a vice president and 40% owner of a payroll services company. 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 supported by an in-house investment management team and third-party managers.