David Friedman is a Series 66-licensed financial advisor with Lincoln Investment in Horsham, PA, and has 27 years of industry experience. He has previously worked at Capital Analysts, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, and MetLife Securities. 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 and retirement plan advice, utilizing a blend of in-house and third-party investment strategies managed by an Investment Management & Research team employing both strategic and tactical approaches.

Ralph Schneider is a financial advisor with Lincoln Investment in Horsham, PA, holding a Series 63 designation and 33 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1992. 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 range of managed portfolio programs, utilizing both strategic and tactical investment approaches overseen by an Investment Management & Research team.

Victoria Mcdonald is a CFP® professional with 40 years of experience at Lincoln Investment Planning, Inc., and holds Series 63 and Series 65 licenses. She has been a partial owner of Budding IP Properties, a real estate rental LLC, since 2009. 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 advisory services supported by strategic and dynamic investment management approaches.

Harry Forst is a CFP® with over 42 years of experience at Lincoln Investment, where he has worked since 1983. Based in Horsham, PA, 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 a range of financial planning and investment management services, utilizing both strategic and dynamic approaches overseen by an Investment Management & Research team.

Lisa Newsham is a financial advisor at Lincoln Investment with 26 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1999 and also works with the School District of Philadelphia. Lisa holds a Series 66 designation. 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 comprehensive financial planning and retirement plan advice, utilizing a mix of strategic and tactical investment approaches overseen by an Investment Management & Research team.

Kelly Ochotny is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and possessing 24 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2000 and has also been affiliated with Temple University since 1999. Outside of her advisory role, she works as a Client Service Associate to another financial advisor, Leonard Rizzotti. 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 model portfolios, employing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.

Alani Sewell is a financial advisor with Lincoln Investment in Horsham, PA, holding a Series 66 designation and 17 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 2009. 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 retirement plan advisory services, employing both strategic and tactical investment approaches overseen by an internal Investment Management & Research team.

Stephen Bach is a CFP® professional with 25 years of experience, currently serving at Lincoln Investment Planning, Inc. since 2001. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he serves as Treasurer, Finance Committee Member, and Board Member at Grace Bible Fellowship Church. 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, retirement plan advice, and both advisor-managed and firm-managed investment programs, utilizing a mix of strategic and tactical approaches overseen by an Investment Management & Research team.

Mark Inserra is a CFA® charterholder with 23 years of industry experience, currently affiliated with Lincoln Investment in Horsham, PA. He has been with Lincoln Investment Planning, Inc. since 2002 and also has experience at Capital Analysts, LLC. Outside of his advisory work, he serves as Secretary/Treasurer for a homeowners' association in Devon, PA. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory programs, employing both strategic and tactical investment approaches supported by an in-house Investment Management & Research team.

Edward Zakarewicz Jr. is a financial advisor with Lincoln Investment in Horsham, PA, holding a Series 63 designation and 27 years of industry experience. He has been with Lincoln Investment Planning since 2009. 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 range of model portfolios and advisory programs using both strategic and tactical investment approaches.

Emily Mc Guire is a financial advisor at Lincoln Investment with Series 63 and Series 66 designations and three years of industry experience. She has previously worked at Northwestern Mutual and The Vanguard Group, Inc. In addition to her advisory roles, she has worked with Azie Media, indicating experience outside the financial sector. 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, utilizing both strategic and tactical approaches supported by proprietary research and technology.

James Farrell Sr. is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and 28 years of industry experience. His prior roles include positions at Janney Montgomery Scott and Univest Corporation. He serves as President and a non-voting member of the Upper Moreland Police Pension Fund, where he assists with investment evaluations and board coordination. 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 portfolios, employing strategic and tactical investment approaches overseen by its Investment Management & Research team.

Michael Koerick is a CFP® and holds a Series 66 license, with six years of industry experience. He is currently an advisor at Lincoln Investment and previously worked with 3Step Sports LLC in sports videography sales. Outside of his advisory role, he has experience as a sales representative in sports videography during events. 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 dynamic investment approaches overseen by an in-house research team.

Christopher Shank is a financial advisor with Lincoln Investment, holding a Series 66 designation and starting his industry experience in 2025. Prior to joining Lincoln Investment, he worked at Phillips Financial Services, where he also served as a bookkeeper and agent assistant. Shank’s background includes several years as a student before entering the financial services 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 financial planning, ERISA retirement plan advice, and a range of advisor- and firm-managed investment solutions, employing both strategic and dynamic approaches overseen by its Investment Management & Research team.

Thomas Mcmanus is a CFP® professional with 34 years of industry experience, currently serving at Lincoln Investment since 1991. He has also been affiliated with the United States Navy, Naval International, during the same period. Outside of his advisory role, he is involved as a member of Axeon Development, LLC, a real estate development entity. Lincoln Investment serves a diverse client base including individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with particular expertise in educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisor- and firm-managed investment programs supported by strategic and quantitative investment approaches.

Benjamin Fair is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 licenses. He has 27 years of industry experience, including 18 years with Lincoln Investment Planning, Inc. 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, model portfolios, and both discretionary and non-discretionary investment programs, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Cynthia Miller is a CFP® professional with 14 years of industry experience, currently affiliated with Lincoln Investment in Horsham, PA. Her work history includes roles at Capital Analysts, LLC since 2018 and Lincoln Investment Planning since 2011. She previously served briefly as a captive agent for Genworth Financial in long-term care insurance sales. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisory programs, managing a mix of in-house and third-party strategies guided by an investment management and research team.

Paula Hocker is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 licenses and having 35 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1992. Outside of her advisory work, Paula owns an antiques and collectibles business. 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 manages a variety of model portfolios using both strategic and tactical investment approaches.

Harry Forst Jr. is a financial advisor at Lincoln Investment with nine years of industry experience. He holds the Series 66 designation and has prior experience at Capital Analysts, Bank of America, Merrill, and the County of Bucks Controller's Office. 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 both in-house and third-party investment strategies using strategic and dynamic approaches.

Neal Campagna is a financial advisor at Lincoln Investment with 15 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Equitable Advisors and AXA Advisors. Campagna is also associated with Karr Barth Associates, Private Client Group Advisors, an online resource for clients and business partners. 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, model portfolios, and operates as a broker-dealer and insurance agency, managing approximately $22.9 billion in advisory assets through both strategic and tactical investment approaches.