Daniel Hernandez is a Certified Financial Planner® (CFP®) with 39 years of industry experience, currently affiliated with Lincoln Investment. He has served as President of the Favorite Harbor Condo Association since 2014, overseeing projects and maintenance. Hernandez operates his Lincoln Investment business under the name Milestone Wealth Management. 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 utilizing both in-house and third-party investment strategies overseen by a dedicated Investment Management & Research team.

Andrew Wilt is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has been with Lincoln Investment since 2015 and also has a long tenure at Villanova University starting in 2001. Outside of his primary role, he is involved with Heritage Advisory Group, focusing on financial planning activities. Lincoln Investment serves a broad client base including individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular emphasis on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment strategies, utilizing both in-house and third-party models overseen by an Investment Management & Research team.

David Enos is a financial advisor with Lincoln Investment, holding a Series 66 designation and three years of industry experience. Prior to joining Lincoln Investment, he worked at Capital Analysts. Outside of finance, he has been involved with Yards Brewing Company since 2017 and previously with Schulson Collective. 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 and a range of investment programs managed through strategic and dynamic approaches, overseeing approximately $22.9 billion in advisory assets as of the end of 2025.

James Conner is a financial advisor with Lincoln Investment based in Marlton, NJ, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. His career includes long tenures at First Command Financial Services and Advisory Services, and more recent roles at Capital Analysts and Lincoln Investment since 2022. Outside of financial advising, Conner is the founder and president of the Marlton Volleyball Club, where he organizes and coaches youth teams participating in regional tournaments. He also serves on the board of the Kings Grant Open Space Association, contributing to environmental and community decisions. 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, retirement plan advice, and a variety of investment programs using both strategic and tactical approaches, managing a substantial portfolio of advisory assets.

John Schu is a CFP® professional working with Lincoln Investment in Marlton, NJ, with 44 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1982. 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, model portfolios, and both discretionary and non-discretionary advisory programs, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Michael Enos is a financial advisor at Lincoln Investment with 34 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1991. Enos holds the Series 63 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 financial planning, retirement plan advice, and a range of investment programs, utilizing both strategic and tactical approaches managed by an Investment Management & Research team.

Alberto Gaglianese is a CFP®-certified financial advisor with Lincoln Investment, based in Marlton, NJ, bringing 40 years of industry experience since joining the firm in 1986. His professional activities include involvement in real estate ventures focused on property flipping and rental management, as well as serving as a life insurance agent. 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, employing a combination of strategic and tactical investment approaches overseen by an Investment Management & Research team.

Kathleen Barrett is a financial advisor at Lincoln Investment with five years of industry experience. She holds Series 66 and Series 63 licenses. Her prior roles include positions at Simone Campbell Tax Consulting LLC, Triangle Tube, Shipt Inc, and Equitable Advisors, 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 employs a range of investment strategies overseen by an Investment Management & Research team and offers both discretionary and non-discretionary programs.

Susan Marino is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. She previously worked at Van Eck Associates Corporation and Van Eck Securities Corporation for 11 years before joining Lincoln Investment in 2020. 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 tactical investment approaches overseen by its Investment Management & Research team.

Stephen Mc Entee is a financial advisor at Lincoln Investment with four years of industry experience and holds the Series 66 designation. His work history includes roles at Capital Analysts, Milestone Wealth Management, and Lincoln Investment since 2022. 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 both strategic and dynamic investment approaches, managing about $22.9 billion in advisory assets as of December 31, 2025.

Gregory Mikolajczak is a financial advisor at Lincoln Investment with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment Planning, Inc. since 1999. Outside of his advisory role, he has been involved with Flyer's Skate Zone for over two decades and has a long tenure at Camden County College. 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-managed and firm-managed portfolios, employing both strategic and tactical investment approaches.

Michele Gravlin is a financial advisor with Lincoln Investment in Marlton, NJ, holding a Series 66 designation and bringing 31 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1995. 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 programs managed through both in-house and third-party strategies overseen by an Investment Management & Research team.

Matthew Dansker is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. He has been with Lincoln Investment since 2014. Lincoln Investment serves individuals—including high-net-worth clients—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 advisor-managed and firm-managed investment programs employing both strategic and tactical approaches.

Warren Leeds IV is a financial advisor with Lincoln Investment, holding a Series 65 license and one year of industry experience. Prior to joining Lincoln Investment, he worked at Bayada and Tristate Financial Advisors. He also has experience in client support roles within financial services through his work with Natale & Harriett Wealth Management. 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 comprehensive financial planning and a range of managed portfolio programs, employing both strategic and dynamic investment approaches.

Diane Hartz is a financial advisor with Lincoln Investment, holding a Series 63 designation and 36 years of industry experience. She has been with Lincoln Investment since 2017 and previously worked for Legend Equities Corporation for 14 years. 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 overseen by a dedicated Investment Management & Research team.

Brian Biehl is a CFP® professional with 34 years of industry experience. He has been with Lincoln Investment since 2016. 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 range of advisory programs that combine both in-house and third-party investment strategies.

Connor Womack is a financial advisor with Lincoln Investment in Marlton, NJ, holding Series 65 and Series 63 licenses and nine years of industry experience. He has been with Lincoln Investment since 2017 and also owns NEXTGEN WEALTH PLANNING LLC, which provides administrative and marketing support exclusively for his own business operations. 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 services, utilizing both strategic and dynamic approaches overseen by an Investment Management & Research team.

Patrick O'Keefe is a financial advisor at Lincoln Investment with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Lincoln Investment since 2017. Prior to that, he spent ten years at Legend Equities Corporation and has maintained a long-term affiliation with IBEW LO#400. 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 programs, utilizing both strategic and tactical approaches overseen by an Investment Management & Research team.

Jaime Zinkus is a financial advisor with Lincoln Investment in Marlton, NJ, holding Series 63 and Series 65 designations and 20 years of industry experience. He has been with Lincoln Investment Planning, Inc. and SAGE since 2006. 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-managed and firm-managed investment programs utilizing both strategic and tactical approaches.

Thomas Price is a financial advisor with Lincoln Investment in Marlton, NJ, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1986 and also serves as Managing Director of Collegebound Solutions, LLC, where he assists students and parents with college selection and affordability, including FAFSA preparation and support for student athletes. 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 both strategic and tactical investment approaches and offers a range of financial planning and advisory programs.