Sean Calleja is a financial advisor at Lincoln Investment with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Valic Financial Advisors and Agia. Outside of his financial career, he is a managing member of an LLC created with his family to manage a residential rental property. 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 advisory services, combining strategic and tactical approaches through a dedicated Investment Management & Research team.

Robert Mathisen Jr. is a financial advisor at Lincoln Investment holding Series 63 and Series 65 licenses. He has prior experience at Citibank and BNY Mellon, with a combined 28 years in the financial industry. Mathisen serves as a board member for Champions for Children, a nonprofit focused on preventing child abuse. 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 both advisor-managed and firm-managed model portfolios, utilizing a mix of in-house and third-party strategies overseen by an Investment Management & Research team.

John Crager is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and bringing 11 years of industry experience. He previously spent a decade with Horace Mann Insurance and Horace Mann Investors, Inc. Outside of his advisory role, he is the owner and president of Suncoast Insurance LLC, a property and casualty insurance firm. 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 overseen by an Investment Management & Research team.