Christopher Forst is a financial advisor at Lincoln Investment in Horsham, PA, holding a Series 66 designation. He has been with Lincoln Investment since 2026 and has prior experience at firms including Advyzon and Davis Financial Planning. His background also includes roles in education and financial services beginning in 2016. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios, and advisor-led consulting, supported by an in-house Investment Management & Research team and third-party managers.

Kerrick Vesper is a financial advisor at Lincoln Investment with a Series 66 designation and no prior industry experience before joining. His work history includes roles at Lincoln Investment, N2H Wealth Partners LLC, the Montgomery County Commissioner's Office, and the University of Tampa. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs model portfolios and adaptive strategies.

Christina Forst is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 credentials and bringing five years of industry experience. Her prior roles include positions at eMoney Advisor LLC and J.G. Wentworth. She is an active shareholder in Lincoln Investment Holding Group Inc., participating in quarterly committee meetings to prepare shareholder reports. Lincoln Investment is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm employs an in-house investment management team to construct strategic model portfolios and offers a range of financial planning and portfolio management services through both advisor-led and firm-managed solutions.

Carol Peckman is a financial advisor with Lincoln Investment who holds a Series 63 designation and has 32 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1994 and has also worked with Aon Systems Corp since 1982. Outside of her advisory role, she owns Peckman Financial Services, a tax preparation business. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators in 403(b) and 457(b) programs. The firm offers financial planning, consulting, and portfolio management through a combination of in-house model portfolios, third-party managers, and advisor-led strategies.

Robert Ferreira is a financial advisor with Lincoln Investment in Horsham, PA, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at TIAA-CREF, Citizens Securities, Inc., PNC Wealth Management, Cetera Wealth Services, LLC, and Wells Fargo Clearing. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a broad client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through a combination of model portfolios, third-party managers, and wrap and non-wrap platforms.

Melissa Borelli is a financial advisor at Lincoln Investment with 22 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Lincoln Investment Planning, Inc. since 2004. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a notable history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and dynamic AIM strategies.

Lisa Newsham is a financial advisor at Lincoln Investment with 27 years of industry experience. She holds a Series 66 designation and has been with Lincoln Investment Planning, Inc. since 1999. In addition to her advisory role, she has worked with the School District of Philadelphia since 1997. 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 working with educators and 403(b)/457(b) participants. The firm offers financial planning, portfolio management through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive strategies.

James Farrell Sr. is a financial advisor at Lincoln Investment with 29 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Janney Montgomery Scott and Girard Advisory Services. He serves as President and non-voting member of the Upper Moreland Police Pension Fund, assisting with administrative duties and investment evaluations. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team and access to third-party managers.

Neal Campagna is a financial advisor at Lincoln Investment with 15 years of industry experience. He holds the Series 63 and Series 65 designations and previously worked at Equitable Advisors and AXA Advisors LLC. He operates under the DBA Karr Barth Associates, Private Client Group Advisors, providing an online resource for clients and partners. Lincoln Investment is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning and portfolio management services supported by an in-house Investment Management & Research team that creates model portfolios and employs third-party managers.

Joshua Oradat is a financial advisor at Lincoln Investment with a Series 66 designation and two years of industry experience. His prior work includes roles in retail and customer service, with recent responsibilities supporting client services in the financial sector. Outside of advising, he has worked as a sales associate in retail. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, with an investment approach supported by an in-house research team and a layered delivery model.

Stephen Mc Carthy is a financial advisor with Lincoln Investment in Horsham, PA. He holds the Series 66 designation and has recently begun his career in the industry, joining Lincoln Investment in 2025. Prior to entering financial advising, he worked for TransNoble Logistics for eight years and attended The Pennsylvania State University. Lincoln Investment Planning, LLC is a large enterprise investment 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, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic model portfolios and Adaptive Intelligence Model strategies.

Evan Hagan is a financial advisor at Lincoln Investment with one year of industry experience. He holds the Series 66 designation and has previously worked at Educational Alliance, GameCo, Inc., and Think Coffee. Outside of finance, he serves as Program Director at Educational Alliance Art School, focusing on educational programs in pottery. Lincoln Investment Planning, LLC serves a diverse range of clients including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.

Robert Castellani Jr. is a financial advisor with Lincoln Investment who holds a Series 66 designation and has two years of industry experience. Prior to joining Lincoln Investment, he worked at BT Partners LLP, RSM US LLP, Ryan LLC, and PricewaterhouseCoopers LLP. He serves as president of a homeowner’s association, where he leads meetings and acts as a liaison for the community’s social committee. 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 combines advisor-led consulting with model portfolios developed by its in-house Investment Management & Research team, offering both discretionary and non-discretionary investment services.

Marshall Tolins is a financial advisor with Lincoln Investment, holding a Series 66 credential and three years of industry experience. Prior to his current role, he worked at Moss Adams and Benetrends Financial, among other positions. Outside of finance, he owns and operates Marshall's Market Inc., a food service business. 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 comprehensive financial planning, portfolio management with model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team.

Jake Bryant is a financial advisor at Lincoln Investment with one year of industry experience. He holds the Series 66 designation and has prior experience at Trinity Wealth Securities, LLC. Outside of his advisory role, he is the founder and operator of Noctera LLC, a business that sells backlit LED menu holders. Lincoln Investment Planning, LLC serves individual and high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans, with a long history of working with educators and retirement program participants. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team and a large network of primarily independent advisors.