Kyle Webster is a CFP® with 13 years of industry experience, currently serving as a financial advisor at Lincoln Investment. His prior roles include positions at Capital Analysts, Ascensus LLC, and The Vanguard Group, Inc. He is based in Fort Washington, PA. Lincoln Investment serves individuals—including high-net-worth clients—charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan advisory services, managing a blend of strategic and tactical investment approaches through both discretionary and non-discretionary programs.

Bernard Comber Jr. is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 63 license and bringing 32 years of industry experience. He has worked at Lincoln Investment since 2012 and also maintains a CPA practice, Comber & Associates, P.C., which he has owned and operated since 1993. 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 programs, using a combination of strategic and dynamic management approaches overseen by an Investment Management & Research team.

Michael Stine is a financial advisor at Lincoln Investment with 20 years of industry experience. He holds a Series 66 designation and has been with Lincoln Investment Planning, Inc. since 2012. 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, retirement plan advice, and both advisor-managed and firm-managed investment programs, using a combination of strategic and dynamic approaches supported by an Investment Management & Research team.

Paul Dellamonica Jr. is a financial advisor at Lincoln Investment with 10 years of industry experience. He holds a Series 66 designation and has been with Lincoln Investment since 2016. Outside of his advisory role, he works as a mechanic in the HVAC industry. 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 using both strategic and tactical approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Ta Tyana Williams is a CFP® and Series 66-licensed financial advisor with five years of industry experience. She currently works at Lincoln Investment and previously held roles at The Vanguard Group, Northwestern Mutual, and William Paterson University. 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 dynamic approaches.

Steven Mueller is a financial advisor at Lincoln Investment with 13 years of industry experience. He holds the Series 66 designation and has been with Lincoln Investment since 2012. 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, retirement plan advice, and a range of investment management programs, employing both strategic and tactical approaches overseen by an Investment Management & Research team.

Edward Forst Jr. is a CFP® credentialed financial advisor with Lincoln Investment, bringing 46 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1980 and concurrently associated with Linsure, Inc. since 1986. Outside of his advisory work, he is involved in real estate activities including property ownership and financing. 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 a range of advisor-managed and firm-managed investment programs, supported by a dedicated Investment Management & Research team that employs both strategic and tactical approaches.

Brian Trost is a financial advisor at Lincoln Investment with 17 years of industry experience. He holds the Series 66 designation and previously worked at Lincoln Financial Network Corporation for nine years. Outside of his advisory role, Trost serves as an adjutant for the Sons of American Legion - Henry H Houston 2nd Post 3, assisting with membership card processing and meeting minutes. 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 a range of advisory programs supported by both in-house and third-party investment strategies overseen by an Investment Management & Research team.

Jordan Little is a financial advisor at Lincoln Investment with two years of industry experience. He holds Series 63 and Series 65 licenses and has a background that includes military service and roles in transportation and retail prior to joining Lincoln Investment. Outside of his advisory role, he is also an agent selling fixed and indexed annuities. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a notable 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 dynamic approaches overseen by an internal Investment Management & Research team.

Edward O'Donoghue III is a financial advisor at Lincoln Investment with 22 years of industry experience. He holds the Series 66 designation and has been with Lincoln Investment Planning, Inc. since 2012. 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, retirement plan advice, and a variety of managed portfolio programs using both strategic and tactical investment approaches.

Bonnie Ovnicek is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2010. Located in Fort Washington, PA, her background is focused on serving clients through this firm. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with particular expertise in educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory programs, managing a blend of in-house and third-party strategies supported by an Investment Management & Research team that employs both strategic and dynamic approaches.

Joseph Cosden is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 63 designation and 35 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1999 and has a background in flight operations with US Airways and Eastern Air Lines spanning several decades. 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 a range of investment programs, utilizing both strategic and tactical approaches managed by an Investment Management & Research team.

Sara McGrath is a Series 66-licensed financial advisor with Lincoln Investment in Fort Washington, PA. She has 21 years of industry experience and has been with Lincoln Investment Planning, Inc. since 2012. Outside of her advisory work, she serves as the Girls Coordinator for Grafton Youth Lacrosse and is President of McGrath & Merrill Associates, Inc., an investment business acquired in 2023. 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 across discretionary and non-discretionary programs.

Richard Suro is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held positions at Questar Asset Management and Questar Capital Corporation. In addition to his advisory role, he is president of Richard T Suro Associates, Inc., an investment-related firm he has led since 2001, and he also acts as a real estate referral agent. 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 provides comprehensive financial planning and retirement plan advice, offers model portfolios and various managed programs, and combines in-house and third-party investment strategies overseen by an Investment Management & Research team.

David Defazio is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Lincoln Investment Planning since 2013. He serves as a board member for the Erie County Redevelopment Authority, where he participates in voting on low-interest loan recommendations for businesses and nonprofits. Lincoln Investment provides financial planning and retirement plan advice to individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm employs a mix of strategic and tactical investment approaches overseen by an Investment Management & Research team and manages approximately $22.9 billion in advisory assets.

Steve Kach is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 66 licenses and possessing 10 years of industry experience. He has been with Lincoln Investment since 2016. Outside of his advisory role, he serves as a board member and Corporate Secretary/Treasurer for A Church of Living Hope, where he participates in board meetings, chairs the finance committee, and manages financial oversight responsibilities. 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, ERISA retirement plan advice, and a range of investment programs overseen by an Investment Management & Research team that utilizes both strategic and tactical approaches.

Christopher Surrichio is a CFA® charterholder with 23 years of experience in the financial industry. He has worked at Lincoln Investment since 2012 and has also been associated with Capital Analysts Incorporated since 2002. He is based in Fort Washington, PA. 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 a range of advisory programs using both in-house and third-party strategies overseen by an Investment Management & Research team.

Sebastiano Mancarella is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and 21 years of industry experience. He has been with Lincoln Investment Planning since 2014. 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 a range of advisory programs using both strategic and tactical investment approaches.

Raymond Schmalz is a financial advisor at Lincoln Investment with 28 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Lincoln Investment since 2017. Lincoln Investment serves individuals, including high-net-worth clients, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of managed portfolio programs, utilizing both strategic and dynamic investment approaches.

Robert Miller is a ChFC®-designated financial advisor at Lincoln Investment with 42 years of industry experience. He has been with Lincoln Investment since 2012 and also maintains a long-term role at Capital Analysts Incorporated starting in 2001. Outside of his advisory work, Miller serves on several nonprofit committees, including roles with the Jewish Federation of Greater Philadelphia, Congregation Beth Or’s Endowment Committee, and Boys Town Jerusalem. 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 that combine strategic and tactical approaches supported by an Investment Management & Research team.