Jose Madrigal is a financial advisor with Lincoln Investment in Lombard, IL, holding Series 63 and Series 65 credentials and 24 years of industry experience. He has been with Lincoln Investment since 2013, following prior roles at Signator Investors, Inc. and Valic Financial Advisors. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and maintains a long history of working with educators and participants in 403(b) and 457(b) programs.

Benjamin Weinberger is a CFP® with five years of industry experience, currently affiliated with Lincoln Investment. His prior roles include positions at Capital Analysts and Cetera, as well as entrepreneurial work and trading experience. He is involved in providing insurance and financial services through WealthGuide Advisors, LLC and THG Financial Strategies. Lincoln Investment Planning, LLC is a large 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, and advisor-led consulting supported by an in-house Investment Management & Research team and access to third-party managers.

George Pantazis is a CFP® professional with 26 years of industry experience. He currently works at Lincoln Investment and previously held roles at Charles Schwab & Co., ICMA Retirement Corporation, and several other firms. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad range of clients, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, with investment strategies developed by an in-house research team and delivered through a combination of advisor-led and firm-managed solutions.

Lisa Hanley is a financial advisor at Lincoln Investment with one year of industry experience. She holds a Series 66 designation and previously worked at James Noe and in roles outside the financial services industry, including media companies Jun Group and Bazaarvoice. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting with a strategic investment approach supported by an in-house Investment Management & Research team and multiple third-party managers.

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 worked at firms including VALIC Financial Advisors, Agia, and Capital Analysts. Wyzgowski is also involved in insurance sales, specializing in life and long-term care insurance, and is the founder of NFMB, LLC, a tax and accounting entity. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable history working with educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and access to third-party managers, supported by an in-house investment management team that constructs strategic and adaptive model portfolios.

Donald Wade is a CFP®-credentialed financial advisor with 47 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 28 years with Legend Equities Corporation. Outside of advising, he owns a timeshare that he rents when not in use. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning and portfolio management supported by an in-house Investment Management & Research team and a network of third-party managers.

Curtis Wilcox is a financial advisor with Lincoln Investment in Lombard, Illinois, holding Series 63 and Series 66 designations and totaling 15 years of industry experience. Prior to joining Lincoln Investment in 2026, he was with VALIC Financial Advisors for 16 years. Outside of his advisory work, he is involved in MCW Development, LLC, a real estate company he co-owns that develops small real estate projects. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management using proprietary models and third-party managers, and advisory services often led by advisors using Lincoln’s platform and Investment Management & Research team.

Benjamin Welch is a financial advisor with Lincoln Investment in Lombard, IL, holding Series 63 and Series 66 licenses and 19 years of industry experience. His prior experience includes roles at LPL Financial, J. McGovern and Associates, Lincoln Investment Planning, and Merrill. Outside of his advisory work, he serves as a Boys U5 Division Coordinator and board member for AYSO 300, a youth soccer organization. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting with model portfolios developed by an in-house investment management team and offers both discretionary and non-discretionary services across various platforms.

Paul Niemiec is a financial advisor with Lincoln Investment in Lombard, Illinois, 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 finance, Niemiec works as an assistant coordinator for Sarah Kathleen Events, a wedding and event planning company. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base 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.

Eddie Albazi is a financial advisor at Lincoln Investment with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including Ameriprise and Valic Financial Advisors. Outside of his advisory role, he is involved in insurance sales and founded Bazfinancial LLC, an entity used for tax and accounting purposes. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, consulting, and portfolio management through both advisor- and firm-managed models, supported by an in-house Investment Management & Research team and third-party managers.

Maxine Mott is a financial advisor at Lincoln Investment with Series 63 and Series 66 designations and 31 years of industry experience. Her prior roles include positions at TIAA-CREF and Macy’s. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning and portfolio management supported by an in-house Investment Management & Research team, with many client relationships remaining advisor-led and tailored through model portfolios and platform tools.

Daniel Laya is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials 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 Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, 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 and a layered delivery model involving independent advisors and co-advisers.

Justin Muro is a financial advisor with Lincoln Investment in Lombard, Illinois, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005. Lincoln Investment Planning, LLC is an 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 advisor-led consulting supported by an in-house investment management team that develops model portfolios and adaptive strategies.

Nedra Sykes is a financial advisor at Lincoln Investment with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at AGIA and VALIC Financial Advisors. Outside of her advisory role, she is a member of Arden Enterprises, LLC, which provides capital for vending operations and identifies real estate opportunities. Lincoln Investment Planning, LLC serves a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting with in-house portfolio management and third-party managers, maintaining a fiduciary role in ERISA and retirement advice.

Bryan Ball is a financial advisor with Lincoln Investment in Lombard, IL, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked at Agia and Valic Financial Advisors. Outside of his advisory work, Bryan is involved with non-securities insurance products through an agent role at Agia. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individuals, 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 and adaptive model portfolios.

E Wurtzebach is a CFP® with 41 years of industry experience and is currently with Lincoln Investment, where he has worked since 2017. Prior to that, he spent 23 years at Legend Equities Corporation. He also maintains agency roles servicing fixed annuities with Great American Life Insurance Company and Mass Mutual. Lincoln Investment Planning, LLC is a large enterprise firm that serves a diverse client base including 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 that constructs strategic model portfolios and adaptive investment strategies.