Gilberto Arias Jr. is a financial advisor with Lincoln Investment in Lombard, IL, holding a Series 66 designation and 23 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2007. Arias also serves as President and sole owner of M.E.O.T.O. Inc., a legal entity for tax purposes, and holds leadership roles in nonprofit and cooperative real estate organizations. 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 variety of investment management approaches, including model portfolios and both discretionary and non-discretionary programs.

Jose Madrigal is a financial advisor at Lincoln Investment with 24 years of industry experience. He has been with Lincoln Investment since 2013. Madrigal holds Series 63 and Series 65 designations. 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, ERISA retirement plan advice, and a range of investment programs that combine in-house and third-party strategies overseen by an Investment Management & Research team using strategic and tactical approaches.

Valerie Love Parker is a Series 66-licensed financial advisor with Lincoln Investment, bringing 22 years of industry experience. She has previously worked at Legend Equities Corporation and is the CEO and founder of Phoenix Financial for Abundant Prosperous Life, where she promotes financial literacy through community workshops and seminars. Outside of her financial career, she volunteers in community advocacy and has longstanding involvement as an usher with Broadway in Chicago. 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 supported by both strategic and tactical approaches overseen by an Investment Management & Research team.

Benjamin Weinberger is a CFP® and Series 66-registered advisor with Lincoln Investment, based in Lombard, IL. He has four years of industry experience and previously worked at Cetera and Capital Analysts. Outside of his advisory role, he is involved in insurance-related activities through positions with WealthGuide Advisors, LLC and THG Financial Strategies. 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 employs a mix of strategic and tactical investment approaches managed by an in-house Investment Management & Research team and offers both discretionary and non-discretionary advisory programs.

Michael Kreger is a CFP® with 19 years of industry experience, currently affiliated with Lincoln Investment. His prior roles include positions at Agia and VALIC Financial Advisors. Outside of investment advisory, he is involved with Agia as an agent for non-securities insurance products. 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 combines proprietary and third-party investment strategies and offers both discretionary and non-discretionary advisory programs.

Khai Le is a financial advisor with Lincoln Investment, holding a Series 66 credential and 27 years of industry experience. His prior work includes roles at Capital Analysts, Agia, and Valic Financial Advisors. Outside of his advisory work, he is a co-owner and silent partner in two boba tea shops operated by his spouse. 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 managed through both strategic and dynamic approaches.

Deborah Hinten is a CFP® with 39 years of industry experience, currently serving as an advisor at Lincoln Investment since 2011. She has held a concurrent role at Consolidated Financial Resources, Inc. since 1982 and has experience in administrative and managerial positions across several family-owned businesses in skin wellness, flooring, construction, and campground rental sectors. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and retirement plan services supported by both strategic and tactical investment approaches, managing approximately $22.9 billion in advisory assets as of late 2025.

Nicholas Shane is a financial advisor with Lincoln Investment, holding a Series 66 designation and 18 years of industry experience. Prior to joining Lincoln Investment in 2026, he worked for AGIA from 2022 to 2026 and VALIC Financial Advisors from 2015 to 2026. He is also licensed to sell non-securities insurance products. 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 model portfolios, employing both strategic and tactical investment approaches supported by an Investment Management & Research team.

Steven Podgorski is a financial advisor with Lincoln Investment in Lombard, IL, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Lincoln Investment since 2016 and also operates Aspire Financial Group, servicing legacy insurance accounts. 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 employs a mix of in-house and third-party investment strategies overseen by an Investment Management & Research team and offers a range of financial planning and advisory programs.

George Pantazis is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Lincoln Investment since 2025. His prior roles include positions at Charles Schwab & Co., Inc. and Icma Retirement Corporation. Lincoln Investment serves individuals, charitable organizations, businesses, and many 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 mix of in-house and third-party investment strategies overseen by a dedicated Investment Management & Research team.

Shawn Wears is a CFP®-certified financial advisor with Lincoln Investment, where he has worked since 2014. He has 19 years of industry experience and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is the owner and president of Wears Real Estate LLC and serves as the financial secretary for the McWhinney Benevolent Association, a community social club. 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 services and investment strategies, including advisor- and firm-managed portfolios, and manages approximately $22.9 billion in advisory assets.

Lisa Hanley is a financial advisor at Lincoln Investment with the Series 66 designation and two years of industry experience. Prior to joining Lincoln Investment in 2025, she worked at James Noe and held roles outside the financial industry, including at Jun Group and Bazaarvoice. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a significant focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a variety of advisory and brokerage services supported by an Investment Management & Research team using strategic and tactical investment approaches.

Melin Gonzalez is a financial advisor at Lincoln Investment with eight years of industry experience. She holds a Series 66 designation and has held roles including Capital Analyst since 2018. Gonzalez also volunteers with a family-owned fitness center, assisting with marketing and digital media. 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 advisory programs using both in-house and third-party investment strategies.

Christopher Wyzgowski is a financial advisor at Lincoln Investment with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at VALIC Financial Advisors and Agia. He is also involved in insurance sales, focusing on life and long-term care insurance, and founded NFMB, LLC for tax and accounting purposes. 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 retirement plan advisory services and employs both strategic and dynamic investment approaches through its Investment Management & Research team.

Zachary Craggs is a financial advisor at Lincoln Investment with nine years of industry experience. He holds Series 63 and Series 65 designations and has been with Lincoln Investment since 2016. Prior to that, he worked at Berlin Packaging for one year. 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 various advisory programs using both in-house and third-party investment strategies overseen by an Investment Management & Research team.

William Mosler Jr. is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2011. Outside of his advisory role, he is the managing partner of Mosler Wealth Management, established for tax and accounting purposes. 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 both advisor-managed and firm-managed investment programs, utilizing strategic and dynamic investment approaches supported by an Investment Management & Research team.

Donald Wade is a CFP®-certified financial advisor with 47 years of industry experience. He has been with Lincoln Investment since 2017 and previously worked at Legend Equities Corporation for 28 years. Outside of his advisory role, he is president of a tax and accounting S corporation he uses for business purposes. 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, employing both strategic and tactical approaches managed by an in-house Investment Management & Research team.

Allen Laya is a financial advisor with Lincoln Investment in Lombard, IL. He holds the ChFC® designation and Series 63 license, and has 54 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005. 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, advisor-managed and firm-managed model portfolios, and operates as a broker-dealer and insurance agency alongside its SEC-registered RIA activities.

Curtis Wilcox is a financial advisor with Lincoln Investment in Lombard, IL, holding Series 63 and Series 66 licenses and 15 years of industry experience. His prior experience includes roles at VALIC Financial Advisors, AGIA, and MCW Development, LLC, where he is involved in reviewing financial statements for a real estate development business. Lincoln Investment serves individuals, charitable organizations, and businesses, with a focus on educators and retirement plan participants. The firm offers a range of financial planning and investment management services, employing both strategic and tactical approaches supported by quantitative and adaptive intelligence models.

Benjamin Welch is a financial advisor at Lincoln Investment with 18 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Investment, LPL Financial, J. McGovern and Associates, and Lincoln Investment Planning. He serves as a Boys U5 Division Coordinator and board member for a youth soccer organization. Lincoln Investment serves individuals, charitable organizations, businesses, and employer‑sponsored retirement plans, focusing 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 across discretionary and non‑discretionary programs.

Paul Niemiec is a financial advisor with Lincoln Investment in Lombard, IL, holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Valic Financial Advisors, Bank of America, Merrill, and Equitable Advisors. Outside of financial services, he works as an assistant coordinator for Sarah Kathleen Events, a special events company. 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 managed portfolio programs, utilizing a mix of in-house and third-party strategies overseen by an Investment Management & Research team.

James Noe is a financial advisor at Lincoln Investment with 44 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005. He holds Series 63 and Series 65 licenses. 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, managing both discretionary and non-discretionary portfolios using strategic and tactical investment approaches.

Danielle Rovner is a financial advisor with Lincoln Investment in Lombard, IL, holding a Series 66 designation and having 12 years of industry experience. She has worked at Lincoln Investment and Independent Financial Services since 2015. 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, utilizing both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.

Eddie Albazi is a financial advisor with Lincoln Investment in Lombard, IL, holding a Series 66 designation and 25 years of industry experience. His prior experience includes long tenures at VALIC Financial Advisors and Agia. Outside of his advisory role, Albazi is involved in life and long-term care insurance sales and is the founder of Bazfinancial LLC, an entity used for tax and accounting purposes. 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 Investment Management & Research team.

Maxine Mott is a financial advisor at Lincoln Investment with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at TIAA-CREF and Macy's. 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 through both discretionary and non-discretionary programs, managing approximately $22.9 billion in advisory assets.

Daniel Laya is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2006. Outside of his advisory role, he is a member of CORNER SPORTS LLC, a ski and snowboard rental, tuning, and delivery business. Lincoln Investment serves individuals, charitable organizations, businesses, and retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and model portfolio management through both in-house and third-party strategies overseen by an Investment Management & Research team.

Justin Muro is a financial advisor with Lincoln Investment in Lombard, IL, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005. Muro also serves as CEO of Muro Wealth Management, a marketing entity for financial services and tax/accounting purposes affiliated with Lincoln. 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, ERISA retirement plan advice, and a range of advisor- and firm-managed investment programs, utilizing strategic and dynamic investment approaches supported by an Investment Management & Research team.

Nedra Sykes is a financial advisor at Lincoln Investment with 21 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at VALIC Financial Advisors and AGIA. Outside of her advisory role, she is involved with Arden Enterprises, LLC, a business that provides capital for vending operations and identifies real estate opportunities. 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, combining strategic and tactical approaches supported by an Investment Management & Research team.

Brian Wyzgowski is a financial advisor at Lincoln Investment with a Series 66 designation and four years of industry experience. His prior roles include positions at LPL Financial, Cambridge Investment Research, and Christian Financial Credit Union. He also has experience outside the advisory industry, including employment with Signet Jewelers and Hollister. 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, and manages approximately $22.9 billion in advisory assets.

David Berendt is a financial professional with Lincoln Investment, holding a Series 66 designation and three years of industry experience. He has worked with Lincoln Investment since 2023 and has also been involved with Maine Township District 207 since 1993. Outside of his advisory role, he coaches small groups for an educational mentoring program aimed at high school students. 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 and manages both in-house and third-party strategies using quantitative and tactical approaches.

E Wurtzebach is a CFP® and Series 63 credentialed financial advisor with 41 years of industry experience. He has been with Lincoln Investment since 2017 and previously spent 23 years at Legend Equities Corporation. His other business activities include servicing fixed annuities formerly sold by Great American Life Insurance Company and Mass Mutual. 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 retirement plan services, utilizing both strategic and tactical investment approaches overseen by an Investment Management & Research team.