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Jeff P
Series 63, Series 65
Joliet, IL
Lincoln Investment
Jeff Pierson is a financial advisor at Lincoln Investment with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Lincoln Investment Planning, Inc. since 2005. Outside of his advisory work, Pierson serves on the boards of the Rialto Square Theater and the Will County 100 Club, and is a member of the Joliet Rotary Club. He also has a long-standing involvement with the Lisle-Woodridge Fire Department. Lincoln Investment serves individual 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, advisor-managed and firm-managed model portfolios, and operates as both a registered investment adviser and broker-dealer.
Joy K
Series 63, Series 65
Joliet, IL
Lincoln Investment
Joy Kaminski is a financial advisor with Lincoln Investment in Joliet, IL, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked at Lincoln Investment since 2015 and also serves as Marketing Manager at The Voyager Group, a financial services and insurance firm. Kaminski previously operated Finding Joy Photography from 2005 to 2022. 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 utilizing both strategic and tactical approaches.
Benjamin R
Series 63, Series 65
Joliet, IL
Lincoln Investment
Benjamin Rogina is a financial advisor at Lincoln Investment in Joliet, IL, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining Lincoln Investment, he has worked at Amazon in warehouse logistics and assists seasonally with Rogina Engineers & Surveyors LLC. 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 programs, utilizing both strategic and tactical management approaches overseen by its Investment Management & Research team.
Nicholas P
Series 66, Series 63
Joliet, IL
Lincoln Investment
Nicholas Pagliai is a financial advisor at Lincoln Investment with eight years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at firms including Northwestern Mutual Investment Services LLC, Wealth Management Company, Fifth Third Bank, and Merrill Lynch Pierce Fenner and Smith. 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 investment programs utilizing both in-house and third-party strategies overseen by an Investment Management & Research team.
Diane S
Series 63, Series 65
Joliet, IL
Lincoln Investment
Diane Sewing is a financial advisor at Lincoln Investment with 13 years of industry experience. She holds Series 63 and Series 65 licenses. In addition to her advisory role, she co-chairs worship and spiritual life at Trinity Lutheran Church and serves on the Village of Elwood Parks & Recreation Committee. 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, utilizing both strategic and tactical approaches overseen by an Investment Management & Research team.
Frank P
Series 63, Series 65
Joliet, IL
Lincoln Investment
Frank Palmasani is a financial advisor with Lincoln Investment in Joliet, IL, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His work history includes longstanding roles at Lincoln Investment since 2010, Sourcebooks since 2011, Great American Advisors, Inc. since 2005, Hinsdale South High School since 1993, and Unifinancial since 1986. 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 advisory programs that incorporate both strategic and tactical investment approaches.
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