Alfredo Manzanarez is a financial advisor with Lincoln Investment, holding a Series 66 designation and 18 years of industry experience. He has been with Lincoln Investment Planning since 2014. Outside of his advisory role, he is part owner of an early childhood music education business and owns a consulting firm that helps business owners prepare for potential sales. 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 and model portfolios managed through a combination of strategic and dynamic approaches, overseeing approximately $22.9 billion in advisory assets as of the end of 2025.

Jose Gueco is a financial advisor with Lincoln Investment in Renton, WA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked with Lincoln Investment Planning since 2009 and with Shelgren Financial Group since 2004. Outside of his advisory roles, he serves on the endowment committee for St. Philomena School, where he reviews the school budget, endowment fund, and fundraisers. 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 strategic and tactical investment approaches and manages approximately $22.9 billion in advisory assets as of December 31, 2025.

Steve Shelgren is a financial advisor with Lincoln Investment in Renton, WA, holding a Series 63 designation and 43 years of industry experience. He has worked at Lincoln Investment Planning Inc. since 2009 and has operated Shelgren Financial Group, Inc. since 1984. Outside of advising, Shelgren is a limited partner involved in land ownership and water rights through SWITFWATER, LLC and LAND WITH WATER 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 offers financial planning, retirement plan advice, and model portfolios using both strategic and tactical investment approaches, managing approximately $22.9 billion in advisory assets as of the end of 2025.

Joyce Alsbury is a financial advisor with Lincoln Investment in Renton, WA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She has worked in insurance sales since 2014 and with Lincoln Investment Planning, Inc. since 2012. 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 advisor-managed and firm-managed investment programs, employing both strategic and tactical approaches to portfolio management.

Kelly Shelgren is a financial advisor at Lincoln Investment with 10 years of industry experience. She holds a Series 66 designation and has been with Lincoln Investment since 2015. Shelgren also operates Shelgren Financial. 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 model portfolio management, employing strategic and tactical investment approaches overseen by an Investment Management & Research team.

Rory Cannon is a financial advisor with Lincoln Investment holding a Series 66 designation and 12 years of industry experience. Prior to joining Lincoln Investment in 2022, he worked at Fidelity Brokerage Services, U.S. Bancorp Investments, and Charles Schwab. He is also engaged as a salaried financial professional for Sagient Financial Group, LLC. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a longstanding focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, model portfolios, and both discretionary and non-discretionary programs, managing a mix of in-house and third-party strategies overseen by an Investment Management & Research team.

Mathew Roper is a financial advisor with Lincoln Investment in Renton, WA, holding Series 65 and Series 66 licenses and possessing 25 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2009 and concurrently affiliated with Shelgren Financial Group, Inc. since 2004. Outside of advisory work, he operates an LLC for tax purposes. Lincoln Investment serves individuals, charitable organizations, businesses, and 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 that include both discretionary and non-discretionary programs, utilizing a combination of in-house and third-party strategies overseen by their Investment Management & Research team.

Lisagrace Alsbury is a financial advisor at Lincoln Investment with nine years of industry experience. She holds a Series 66 designation and has been with Lincoln Investment since 2016. Outside of her advisory role, she provides payroll tax filing assistance as a self-employed contractor. 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 investment programs utilizing both strategic and tactical approaches overseen by an Investment Management & Research team.

Bryan Alsbury is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and having 13 years of industry experience. He has been with Lincoln Investment since 2013. Outside of his advisory role, he is a member of RSA 405 LLC, a business that manages leasing and office expense responsibilities. 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, and a variety of advisory programs, utilizing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.