Adam Pearce is a CFP® professional with 27 years of experience in the financial services industry. He has worked at Lincoln Investment since 2017 and previously spent 14 years at Legend Equities Corporation. Outside of his advisory work, Pearce authors books and teaches financial literacy courses through Financial Peace University. 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 across discretionary and non-discretionary programs.

Michael Wallace is a financial advisor at Lincoln Investment with four years of industry experience and holds a Series 66 designation. Prior to joining Lincoln Investment, he worked for Capital Analysts, LLC and spent twenty years with the City of Tempe. Outside of his advisory role, he serves as a firearms instructor, providing training for police and civilians. Lincoln Investment serves a diverse client base including 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 portfolios using both strategic and dynamic investment approaches.

Jeffrey Wilhelms is a financial advisor with Lincoln Investment in Phoenix, AZ, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Lincoln Investment since 2010. Outside of his advisory role, he is engaged in fixed insurance sales, including life insurance and fixed annuities. 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.

Jonathan Floe is a financial advisor at Lincoln Investment in Phoenix, AZ, holding a Series 66 designation with three years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. He also has experience outside the financial industry with involvement at Upward Projects and Rott N' Grapes. 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 variety of investment programs overseen by an Investment Management & Research team that employs both strategic and dynamic approaches.

Nicole Meehan is a financial advisor with Lincoln Investment in Phoenix, AZ, holding a Series 66 designation and 12 years of industry experience. She has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. In addition to her advisory work, she provides business consulting services focused on operations and recruiting for non-investment related firms. Lincoln Investment serves 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 retirement plan services, managing a blend of in-house and third-party investment strategies using both strategic and tactical approaches.

Michael Renner is a financial advisor with Lincoln Investment in Phoenix, AZ, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with Lincoln Investment since 2010 and has also worked at Great American Advisors, Inc. since 1999. Outside of his advisory role, he is involved in the sales and service of fixed insurance products and Medicare supplements and serves as president of Renner Agency, 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 financial planning, retirement plan advice, and a range of investment strategies managed by an in-house Investment Management & Research team.