Michelle Engle is a financial advisor with Lincoln Investment Planning, LLC in St. Petersburg, FL, holding a Series 66 designation and bringing 12 years of industry experience. Her prior experience includes roles at Ameriprise Financial Services, Inc. and Legend Advisory, LLC. In addition to advisory work, she is licensed to provide life and disability insurance to clients. 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 advisor-led consulting, supported by an in-house Investment Management & Research team and access to third-party managers.

Fred Barnard Jr. is a financial advisor with Lincoln Investment in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at Legend Equities Corporation for 17 years before joining Lincoln Investment in 2017. Barnard also works as a producer for several insurance companies, including American Equity Investment Life Insurance Company and Equitrust. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm employs an in-house Investment Management & Research team that builds strategic model portfolios and offers advisor-led consulting, portfolio management, and third-party manager access.

Steven Fisher is a Certified Financial Planner® with 40 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 22 years with Legend Equities Corporation. Outside of his advisory role, he serves as an elder and president of the Northeast Presbyterian Church board in St. Petersburg, FL. Lincoln Investment Planning, LLC 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 and portfolio management supported by an in-house investment management team and third-party managers, maintaining a layered service model with both advisor-led and firm-managed strategies.

Angela Maraj is a financial advisor with Lincoln Investment in St. Petersburg, FL, holding Series 65 and Series 63 licenses and bringing 13 years of industry experience. She has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of her advisory work, she is president of two environmental consulting firms, M&M Group Enterprises Inc and Botanica Inc. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a particular focus on educators and participants in 403(b) and 457(b) programs. The firm combines advisor-led consulting with portfolio management supported by an internal Investment Management & Research team and third-party managers, offering both wrap and non-wrap platform options.

Charles Campana is a financial advisor with Lincoln Investment in St. Petersburg, FL, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He worked at Legend Equities Corporation for 22 years before joining Lincoln Investment in 2017. Outside of his advisory role, Campana serves as president of CC Advisors, Inc., a consulting business advising small business owners on insurance, taxes, Medicare, real estate, and employee benefits. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and 403(b) and 457(b) participants. The firm offers financial planning, advisor-led consulting, and portfolio management through in-house and third-party strategies, operating a fiduciary model for ERISA and retirement advice.