Christopher Surrichio is a CFA® charterholder with 23 years of industry experience. He has worked at Lincoln Investment since 2012 and also has over two decades of tenure with Capital Analysts Incorporated. 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)/457(b) program participants. The firm offers financial planning, portfolio management through model portfolios and third-party managers, and both wrap and non-wrap platforms, supported by an in-house Investment Management & Research team that guides its strategic and adaptive investment approaches.

Sebastiano Mancarella is a financial advisor at Lincoln Investment with 21 years of industry experience. He holds the Series 66 designation and has worked at Lincoln Investment Planning since 2014, following roles at Santander Securities, Invest Financial Corporation, Citizens Securities, and Merrill. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, consulting, and portfolio management, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.

Raymond Schmalz is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has been with Lincoln Investment since 2017. 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, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Robert Miller is a Chartered Financial Consultant (ChFC®) with 42 years of experience in the financial services industry. He has been with Lincoln Investment since 2012 and concurrently with Capital Analysts Incorporated since 2001. Outside of his advisory roles, Miller is involved in several community and charitable organizations, including serving on the Jewish Federation of Greater Philadelphia’s Key Donor Life Insurance Program committee and as co-chair of the Mid-Atlantic advisory committee for Boys Town Jerusalem. Lincoln Investment Planning, LLC is an enterprise firm that serves a diverse clientele including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting with in-house Investment Management & Research capabilities, utilizing strategic model portfolios and third-party managers to tailor solutions across various client needs.

Alan Puklin is a financial advisor with Lincoln Investment in Fort Washington, PA, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior work includes roles at Capital Analysts, Ameriprise, Oppenheimer, and Morse Asset Management. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, leveraging in-house investment research and model portfolios alongside third-party managers.

Michael Koerick is a CFP®-credentialed financial advisor with six years of industry experience. He is currently with Lincoln Investment, where he has worked since 2020. Prior to his advisory career, Koerick was involved with 3Step Sports LLC, a sports videography sales business. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, consulting, and portfolio management through a combination of advisor-managed and firm-managed models supported by an in-house Investment Management & Research team.

Christopher Shank is a financial advisor at Lincoln Investment with one year of industry experience. He holds the Series 66 designation and has also worked at Phillips Financial Services since 2020, where he assists with bookkeeping and client preparation tasks. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a diverse client base including 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 in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.

Justin Kovac is a financial advisor at Lincoln Investment with five years of industry experience. He holds a Series 66 designation and previously worked at Ernst and Young LLP. Outside of his advisory role, Kovac is a partner at ATI Financial Services LLC, which provides accounting, tax, and payroll services, including IRS representation. Lincoln Investment Planning, LLC is a large enterprise firm serving a broad client base, including 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 in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.

Kieran O Donnell is a financial advisor at Hornor, Townsend & Kent, LLC with a Series 66 designation. He began his advisory career in 2024 and previously worked in education at multiple institutions including West Chester University and the University of Scranton. Hornor, Townsend & Kent serves individuals, trusts, businesses, charitable organizations, and retirement plans by offering advisory programs, financial planning, and retirement plan consulting. The firm operates both advisory and broker-dealer services, managing approximately $8.37 billion in discretionary assets under management as of the end of 2025.

Richard Tardosky is a financial advisor at Lincoln Investment with 33 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Lincoln Investment since 2017. His prior experience includes roles at Legend Advisory Corporation and Legend Equities Corporation. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, with a long history of working with educators and participants in 403(b) and 457(b) programs. The firm offers financial planning and portfolio management through advisor-managed and firm-managed model portfolios, supported by an in-house Investment Management & Research team and third-party managers.

Evan Footer is a CFP® and Series 66-registered financial advisor with five years of industry experience. He has worked at Janney Montgomery Scott LLC since 2021 and previously held roles at New York Life and Accenture. Footer also serves as Vice President and board member of the Footer Family Foundation, a charitable organization in Penllyn, PA. Janney Montgomery Scott LLC is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $110 billion in client assets. The firm serves a diverse client base, including individuals, families, trusts, corporate and retirement plan sponsors, and charitable organizations, offering brokerage, financial planning, consulting, and advisory programs.

Jody Tolomeo is a financial advisor at Lincoln Investment with 25 years of industry experience. He holds a Series 63 designation and has been with Lincoln Investment Planning, Inc. since 1998. Outside of advising, he owns an office building where he rents space to other Lincoln advisors. 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 in-house Investment Management & Research team that develops model portfolios and adaptive strategies.

Joseph Romano Jr. is a CFP® professional with 29 years of industry experience, currently serving at Commonwealth Financial Network since 2003. He holds Series 63 and Series 65 licenses. His other business activities include conducting fixed insurance investment-related services at his branch office. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors and their clients. The firm provides a range of advisory programs and back-office services, including discretionary model portfolios and personalized investment solutions, while enabling advisors to manage client portfolios using a broad array of securities and insurance products.

Laura Wassell is a financial advisor with Kestra Advisory Services LLC, holding a Series 66 license and 24 years of industry experience. She previously worked at Morgan Stanley Smith Barney from 2011 to 2021. Outside of her advisory role, Wassell also assists with accounting and office administration at Automation Distribution Inc. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a wide range of institutional and individual clients, offering services including fiduciary consulting, plan design, and advisor-managed accounts.

Jack Firriolo is a financial professional at Lincoln Investment with 10 years of industry experience. He holds a Series 66 designation and has been with Lincoln Investment Planning since 2015. In addition to his role at Lincoln, he is involved with Encompass Wealth & Legacy Planning LLC, where he assists clients with financial planning. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers a range of services such as financial planning, portfolio management through model portfolios, and advisor-led consulting, supported by an in-house Investment Management & Research team.

Thomas Mcmanus is a CFP® with 34 years of industry experience, currently serving at Lincoln Investment Planning, Inc. since 1991. He also has a longstanding affiliation with the United States Navy, Naval International. Outside of his advisory role, he is a member of Axeon Development, LLC, a real estate development venture. 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 utilizes an in-house investment management team alongside third-party managers to offer advisor-led consulting, portfolio management, and fiduciary retirement advice through a variety of platform options.

Gregory Bender is a financial advisor at Lincoln Investment with 14 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment Planning since 2015, with prior experience at Valley Forge Asset Management and Capital Analysts, LLC. Lincoln Investment Planning, LLC is a large enterprise firm 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 that designs strategic model portfolios and adaptive investment strategies.

David Holin is a financial advisor at Independent Financial Partners with eight years of industry experience. He holds a Series 65 credential and has worked at Fuhrman Management Associates since 2016. Outside of his advisory role, he owns Fuhrman Management Associates, a non-investment-related business. Independent Financial Partners provides investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisors. The firm serves individual, charitable, corporate, and high-net-worth clients, offering a decentralized advisory model alongside formal retirement-plan and pension consulting services.

Jeremy Wechsler is a financial advisor at Brookstone Capital Management LLC with six years of industry experience. He holds a Series 65 designation and has worked at Brookstone Capital Management since 2019. Prior to this, he was a senior associate lawyer at Curtin & Heefner LLP, specializing in estate planning. He also operated his own law practice, the Law Offices of Jeremy A. Wechsler LLC, from 2009 to 2022. Brookstone Capital Management is an SEC-registered adviser that provides fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a diverse client base including individuals, retirement plans, corporations, charitable organizations, other RIAs, sovereign wealth funds, and banking institutions, offering investment management primarily on a discretionary basis across various strategies.

Benjamin Fair is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2008. Lincoln Investment Planning, LLC is an enterprise firm serving a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans, with a longstanding focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team that develops strategic and adaptive model strategies.