Robert Frankl is a financial advisor with Lincoln Investment in Palm Beach Gardens, FL, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He previously worked at Legend Equities Corporation and Legend Advisory LLC before joining Lincoln Investment in 2017. Outside of advisory work, he is involved in real estate sales and property investment, including brokerage services and residential house flipping projects. Lincoln Investment Planning, LLC serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a focus on 403(b) and 457(b) programs. 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.

Brian Pias is a financial advisor with Lincoln Investment in Palm Beach Gardens, FL, holding a Series 66 designation and eight years of industry experience. He has been with Legend Group/Lincoln Investment since 2016. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, with an investment process supported by an in-house research team that develops model portfolios and adaptive strategies.

Christina Tinley is a Series 66-registered financial advisor with Lincoln Investment in Palm Beach Garden, FL, and has 16 years of industry experience. She has worked with Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Lincoln Investment Planning, LLC is a large 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 model portfolios and adaptive investment strategies.

Thomas Lavery is a financial advisor at Lincoln Investment with 14 years of industry experience. He holds the Series 66 designation and has worked at Lincoln Investment since 2017, following eight years at Legend Advisory Corporation. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including a long history with educators and 403(b) and 457(b) programs. The firm combines advisor-led consulting with strategic model portfolios developed by an in-house Investment Management & Research team and offers a range of financial planning and portfolio management solutions.