Charles Tamburello is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 credentials and bringing 40 years of industry experience. He has been with Lincoln Investment Planning Inc since 2010 and has taught at Hofstra University since 1983. Lincoln Investment Planning, LLC is a large, enterprise advisory and broker-dealer firm serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and fiduciary services for ERISA and retirement advice.

Vincent Tamburello is a financial advisor at Lincoln Investment with three years of industry experience and holds a Series 66 designation. He has worked at Lincoln Investment since 2023 and also serves as a discovery team member for The Campbell Law Group, P.A. Outside of advising, he is involved in a legal practice focusing on discovery work. Lincoln Investment Planning, LLC is an enterprise firm serving a broad client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm employs an in-house investment management team that constructs strategic portfolios and offers both advisor-led and model-managed investment options.

Kenneth King Jr. is a financial advisor with Lincoln Investment, holding a Series 66 credential and eight years of industry experience. He previously worked at Pasternak Baum & Co., Ltd from 2016 to 2020 before joining Lincoln Investment in 2018. Outside of his advisory role, he owns Kenny King Consulting Inc., an S corporation focused on tax structuring and solo 401(k) plan services. Lincoln Investment Planning, LLC serves a broad client base, including individual and high-net-worth investors, trusts, charities, and retirement plans, with a long history of working with educators. The firm offers financial planning, portfolio management through both advisor- and firm-managed model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic and adaptive model strategies.