Lori Campbell is a financial advisor with Lincoln Investment who holds a Series 63 designation and has 40 years of industry experience. She has worked with Lincoln Investment Planning, Inc. since 2008 and has been associated with the Thomas Seely Agency since 1983. Outside of advising, she is the owner of TSA-TPA, LLC, an entity used primarily for tax and accounting purposes. 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, employing both strategic and dynamic approaches to portfolio management.

Joan Glenn is a financial advisor with Lincoln Investment in Hainesport, NJ, holding Series 63 and Series 65 licenses and with 26 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2008 and also owns Fisher Glenn & Company, a tax preparation and accounting service established in 1992. In addition to her advisory work, she is involved in life and long-term care insurance sales. 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, employing both strategic and tactical approaches to portfolio management.