Alan Puklin is a financial advisor with Lincoln Investment based in Fort Washington, PA. He holds Series 63 and Series 66 licenses and has 21 years of industry experience. His prior roles include positions at Capital Analysts, Ameriprise, Oppenheimer, and Morse Asset Management. 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 advisory services, utilizing both strategic and dynamic investment approaches and managing approximately $22.9 billion in advisory assets.

Justin Kovac is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 credential and four years of industry experience. He has worked at Ernst and Young LLP and is a partner at ATI Financial Services LLC, where he is involved in accounting, tax, and payroll services with limited power of attorney for IRS representation. 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 various managed portfolio programs, utilizing both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.

Richard Tardosky is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory work, he is the owner of Tardosky Agency, LLC, a marketing business. 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 managed portfolio programs, employing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

Jody Tolomeo is a financial advisor at Lincoln Investment with 25 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1998. Outside of advising, he owns an office building that he leases to other Lincoln advisors. 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 advisory services using a combination of strategic and tactical investment approaches overseen by its Investment Management & Research team.

Jack Firriolo is a financial professional with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and 10 years of industry experience. He has been with Lincoln Investment Planning since 2015. Firriolo is also involved with Encompass Wealth & Legacy Planning LLC, where he assists clients with financial planning. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and participants in 403(b) and 457(b) plans. The firm offers financial planning, retirement plan advice, and a range of advisory programs supported by an Investment Management & Research team employing both strategic and tactical investment approaches.

Gregory Bender is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and 14 years of industry experience. He has worked at Lincoln Investment Planning since 2015 and Capital Analysts, LLC since 2026. 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, employing both strategic and tactical investment approaches supported by an Investment Management & Research team.

Kenneth Bonus is a Series 66-credentialed financial advisor with eight years of industry experience, currently with Lincoln Investment since 2019. Prior to that, he worked at HD Vest Investment Services and has held roles in accounting and financial services through his own firm, Bonus Accounting LLC, since 2016. He serves on multiple nonprofit and community boards, including the Butler County Chamber of Commerce, United Way of Southwestern PA, and the Penn Theater Performance Company, among others. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a significant focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan services using a blend of in-house and third-party investment strategies, including discretionary and non-discretionary programs.

Nancy Heffner is a financial advisor with Lincoln Investment who holds Series 63 and Series 65 licenses and has 40 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1985. Outside of her advisory role, she serves on the Board of Directors of Women in Transition, where she is Chair of the Development Committee and a member of the Finance Committee. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a strong focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, utilizing a combination of in-house and third-party strategies overseen by a dedicated Investment Management & Research team.

Erika Ribbens is a financial advisor at Lincoln Investment with three years of industry experience and holds a Series 66 designation. Prior to joining Lincoln Investment, she worked at the United States Air Force Airman & Family Readiness Center. She is also involved with 7:12 Financial LLC, where she provides client communication and appointment preparation services. 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 advisory programs that utilize both strategic and tactical investment approaches.

David De Fazio is a financial advisor at Lincoln Investment with one year of industry experience. He holds a Series 66 designation and has prior work experience including roles at Konkol Construction and Tractor Supply Company. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, focusing on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management services, employing both strategic and tactical approaches overseen by an Investment Management & Research team.

Rylan Marx is a financial advisor at Lincoln Investment with 20 years of industry experience. He has held his current position since 2005 and holds Series 63 and Series 66 designations. Outside of his advisory role, Marx is a partner at ATI Financial Position, where he reviews and provides input on basic tax returns. 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 retirement plan services, utilizing a mix of in-house and third-party investment strategies managed through both strategic and dynamic approaches.

Matthew Painter is a financial advisor at Lincoln Investment with 17 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2008. He holds Series 63 and Series 65 licenses. 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, ERISA retirement plan advice, and a variety of model portfolios, employing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.

Rachel Riedy is a financial advisor at Lincoln Investment with seven years of industry experience. She holds a Series 66 designation and has worked with Lincoln Investment since 2019, following four years at The Tardosky Agency. 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 managed portfolio programs overseen by an Investment Management & Research team that employs both strategic and dynamic investment approaches.

Saul Lang is a financial advisor with Lincoln Investment in Fort Washington, PA, holding a Series 66 designation and two years of industry experience. Prior to joining Lincoln Investment, he worked in the restaurant industry and continues to be involved as a cook at North Park Lounge. 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 employs a range of investment strategies managed by an internal Investment Management & Research team and offers both discretionary and non-discretionary advisory programs.

John St Marie Jr. is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2012 and has operated his own advisory practice since 1986. In addition to his advisory work, he is involved in the sales and service of fixed insurance products including health insurance and annuities. Lincoln Investment serves a broad client base including 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 that incorporate both strategic and tactical approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Curt Forst is a financial advisor at Lincoln Investment with one year of industry experience. Prior to joining Lincoln Investment, he worked for Northrop Grumman for 13 years and is currently employed as a mechanical engineer and project manager at Advent Design Corp. 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 various managed portfolio programs, utilizing both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.

Mark Ayers is a CFP® with 17 years of industry experience, currently affiliated with Lincoln Investment in Fort Washington, PA. His career includes 15 years at The Vanguard Group, Inc. before joining Lincoln Investment and Capital Analysts 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 employs both strategic and tactical investment approaches through a combination of in-house and third-party strategies, managing approximately $22.9 billion in advisory assets as of December 2025.

Eden Lantzman is a financial advisor at Lincoln Investment with six years of industry experience. They hold Series 63 and Series 65 licenses and have worked at Lincoln Investment since 2024, following prior roles at Cetera and CETERA Advisor Networks LLC. Outside of advising, Eden serves on the Pastoral Council at Saint Luke the Evangelist Parish and holds a leadership role on the board of Miracle on Main Zelienople, where they coordinate volunteer teams and organize an annual charity event. 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 dynamic approaches across discretionary and non-discretionary programs.

Bradford Smith is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has been with Lincoln Investment Planning since 2007. Outside of advising, he serves as an agent for disability insurance with the Town of Westport. 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, using both strategic and tactical approaches overseen by an Investment Management & Research team.

Anthony Sarracino is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Scottsdale Securities and TD Ameritrade before joining Lincoln in 2020. Outside of his advisory work, he serves as Competition Director for Stoney Creek Homebrewers, a nonprofit organization hosting public and club homebrewing competitions. 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 both advisor- and firm-managed investment programs, combining strategic and dynamic approaches overseen by an Investment Management & Research team.