Michael Pesendorfer is a financial advisor with Lincoln Investment who holds Series 63 and Series 65 licenses and has 37 years of industry experience. He worked for Legend Equities Corporation for 21 years before joining Lincoln Investment in 2017. Outside of his advisory role, he is involved in providing life insurance coverage through his registration with B&P Financial Services Inc. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a particular history of working with educators and participants in 403(b) and 457(b) programs. The firm utilizes an in-house Investment Management & Research team to develop model portfolios and adaptive strategies while supporting advisor-led relationships and acting as a fiduciary for ERISA and retirement advice.

Thomas Turchetti is a financial advisor with Lincoln Investment in Royal Oak, MI, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. His prior work includes roles at Legend Advisory Corporation, Legend Equities Corporation, and Concourse Financial Group Securities, Inc. He also offers life, health, long-term care, and disability income insurance products through a related business activity. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth clients, trusts, charities, and retirement plans, with a history of working with educators and participants in 403(b) and 457(b) programs. The firm’s investment approach includes advisor-managed and firm-managed model portfolios supported by an in-house investment management and research team, third-party managers, and a layered delivery model involving co-advisers.

Michael Pesendorfer II is a financial advisor with Lincoln Investment in Royal Oak, MI. He holds Series 66 and Series 63 licenses and has eight years of industry experience, including prior work at Robert W. Baird from 2017 to 2026. Lincoln Investment Planning, LLC is an enterprise 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 and adaptive model portfolios.

Christine Fogg is a financial advisor at Lincoln Investment with 27 years of industry experience. She holds Series 63 and Series 65 designations. Her prior work includes roles at Capital Analysts and Legend Equities Corporation. Lincoln Investment Planning, LLC is an enterprise 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 through model portfolios, and access to third-party managers, supported by an in-house Investment Management & Research team.

Mark Carpenter Frere is a financial advisor at Lincoln Investment with seven years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2018, with prior roles at Capital Analysts, Michigan Solar, and several financial services firms. Lincoln Investment is a large enterprise 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 portfolios and adaptive model strategies.

David Wohlberg is a financial advisor at Lincoln Investment with one year of industry experience. He holds the Series 66 designation and previously worked at City Wide Facility Solutions, Dana Incorporated, Concordia University, and the University of Michigan. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an internal investment management team and access to third-party managers.