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Jonathan W

CFP®, Series 63, Series 65

Marlton, NJ

Lincoln Investment

Jonathan Wilt is a CFP® professional with 41 years of experience, affiliated with Lincoln Investment in Marlton, NJ. He has served with Lincoln Investment Planning, Inc. since 1985 and holds Series 63 and Series 65 licenses. Outside of his advisory role, he is the president of the board of directors for the HiWay Theater and serves on several nonprofit boards related to the arts and community activities. 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 both advisor-managed and firm-managed investment programs utilizing strategic and tactical approaches overseen by a dedicated Investment Management & Research team.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Rian S

Series 63, Series 65

Marlton, NJ

Lincoln Investment

Rian Steinbiss is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has worked at Lincoln Investment since 2002 and has also been with Capital Analysts 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 advisory programs, employing both strategic and dynamic investment approaches across discretionary and non-discretionary platforms.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Richard G

Series 63, Series 65

Marlton, NJ

Lincoln Investment

Richard Gaglianese is a financial advisor with Lincoln Investment in Marlton, NJ, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1992 and has also been self-employed since 1989. Outside of advising, he serves as board president for both the Abington Police Athletic League and the Abington Township Police Foundation, organizations involved in community safety and youth activities. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and participants in 403(b) and 457(b) plans. The firm offers a range of financial planning and investment management programs, utilizing both strategic and dynamic approaches through an in-house Investment Management & Research team.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Scott B

Series 63, Series 66

Marlton, NJ

Lincoln Investment

Scott Boyd is a financial advisor at Lincoln Investment with 18 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Valic Financial Advisors and Agia. Outside of his advisory role, he is the sole member of a business that sells a self-published book. 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 services and manages both in-house and third-party investment strategies using strategic and tactical approaches.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Christopher L

CFP®, Series 65, Series 63

Marlton, NJ

Lincoln Investment

Christopher Lukas is a CFP® professional with 26 years of experience in the financial services industry. He is currently with Lincoln Investment and has worked at firms including Capital Analysts, Mariner Wealth Advisors, and Lincoln Investment in earlier roles. Lukas is involved in community activities as a member of the Caddie Scholarship committee at Spring Lake Golf Club and serves as Treasurer for Manasquan Cares, Inc. 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 dynamic investment approaches through a combination of in-house and third-party strategies.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Dara F

Series 66

Marlton, NJ

Lincoln Investment

Dara Federici is a financial advisor with Lincoln Investment, holding a Series 66 designation and two years of industry experience. Prior to joining Lincoln Investment, Dara has worked in various roles including food service at Filomena's Cucina Rustica. 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 its Investment Management & Research team.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Gordon H

Series 63, Series 65

Marlton, NJ

Lincoln Investment

Gordon Hill is a financial advisor with Lincoln Investment in Marlton, NJ, holding Series 63 and Series 65 licenses. He has three years of industry experience, including roles at Primerica Advisors and Capital Analysts. Outside of finance, he has operated a photography business. 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 dynamic approaches overseen by an Investment Management & Research team.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Anthony P

Series 63, Series 65

Marlton, NJ

Lincoln Investment

Anthony Panto is a financial advisor with Lincoln Investment and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including roles at Capital Analysts, Raymond James Financial Services, and SagePoint Financial. He serves on the board of Junior Achievement of New Jersey, where he helps organize financial literacy events. 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 supported by a dedicated Investment Management & Research team.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Bennie H

Series 66

Marlton, NJ

Lincoln Investment

Bennie Hargrove is a financial advisor at Lincoln Investment with 18 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2021, previously serving at Capital One Investing LLC from 2015 to 2019. 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 managed investment programs, utilizing both strategic and dynamic approaches overseen by an in-house Investment Management & Research team.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Frank Z

Series 63, Series 65

Marlton, NJ

Lincoln Investment

Frank Zoltanski is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent seven years with Legend Equities Corporation. 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 both strategic and dynamic investment approaches managed by an internal Investment Management & Research team.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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