Amherst, NY Office

Joshua Denz is a CFP® and holds a Series 66 license, with three years of industry experience. He has been with Lincoln Investment since 2023 and has prior experience with Canisius College and the University at Buffalo. Outside of his advisory role, he also works as a sales associate assisting senior representatives in financial services. Lincoln Investment Planning, LLC is a large enterprise firm serving individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers comprehensive financial planning and portfolio management services supported by an in-house Investment Management & Research team and various third-party managers.

Michael Dilullo is a CFP® with 44 years of industry experience, currently serving as a financial advisor at Lincoln Investment since 2017. Prior to this, he worked at Legend Advisory Corporation and Legend Equities Corporation. He serves as Treasurer and peer facilitator on the board of the Laurel Love Center for Grief and Hope, a nonprofit organization. Lincoln Investment Planning, LLC is an enterprise advisory and broker-dealer serving a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house Investment Management & Research team and third-party managers.

Markus Williams is a financial advisor with Lincoln Investment in Amherst, NY, holding Series 63 and Series 65 credentials and 11 years of industry experience. His prior work includes roles at Key Investment Services, KeyBank, Prudential Insurance Company of America, and Allstate Insurance Company. Outside of financial services, he works as an operations coordinator in logistics. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm combines advisor-led consulting with model portfolio management and employs an in-house Investment Management & Research team alongside third-party managers to provide tailored investment solutions.

Nicholas Pontrello is a financial advisor at Lincoln Investment with a Series 66 designation and one year of industry experience. Prior to his advisory role, he held positions at Perry's Ice Cream Co., Inc., Kenny Enterprises, and several other companies. Nicholas is based in Amherst, NY. 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, portfolio management, and access to third-party managers, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.

Michael Constantino is a Series 63-licensed financial advisor with Lincoln Investment in Amherst, NY, bringing 19 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. In addition to his advisory duties, he is involved in marketing, research, and appointment setting as a sales assistant. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans, with a particular history of working with educators and 403(b) and 457(b) plan participants. The firm offers a range of financial planning and portfolio management services, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive strategies.

Christopher Moribella is a financial advisor with Lincoln Investment in Amherst, NY, holding a Series 63 designation and 40 years of industry experience. He has worked at Lincoln Investment since 2017, following eight years at Legend Advisory Corporation and 31 years at Legend Equities Corporation. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer that serves individual and high-net-worth clients, trusts, charities, and retirement plans, with a history of working with educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and advisor-led consulting supported by an in-house Investment Management & Research team that develops strategic and adaptive model portfolios.

Jeffrey Kney is a CFP® professional with 24 years of industry experience, currently serving as a financial advisor at Lincoln Investment since 2017. His previous roles include positions at Legend Advisory Corporation and Legend Equities Corporation. 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 employs a blend of advisor-led consulting and model portfolio management supported by an in-house investment research team, with a longstanding focus on educators and participants in 403(b) and 457(b) programs.

Lauren Cecchini is a financial advisor at Lincoln Investment with Series 63 and Series 66 credentials and one year of industry experience. Prior to joining Lincoln Investment, she worked at Fidelity Investments and was involved in several entrepreneurial ventures including automotive detailing and related businesses. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans, offering financial planning, portfolio management, and access to third-party managers. The firm’s investment approach is supported by an in-house research team that constructs strategic model portfolios and adaptive strategies, with many client relationships remaining advisor-led and tailored to client objectives.

John Scioli is a financial advisor with Lincoln Investment in Amherst, NY, holding a Series 63 designation and 31 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent over two decades with Legend Equities Corporation and Legend Advisory Corporation. Outside of his advisory role, he is president of John Scioli Inc., an accounting revenue capture entity. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and corporate and ERISA 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.

Jeffrey Kney is a financial advisor at Lincoln Investment with 39 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017. Prior to this, he spent 30 years at Legend Equities Corporation and 8 years at Legend Advisory Corporation. He serves as an unpaid board member for the Orchard Park CSD Academy of Finance, advising students interested in business and participating in board activities. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individuals, high-net-worth investors, trusts, charities, and retirement plans, with a history of serving educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and consulting services supported by an in-house Investment Management & Research team and third-party managers, employing a layered delivery model that includes advisor-led and model portfolio strategies.

Duane Pusch is a financial advisor with Lincoln Investment in Amherst, NY, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He previously worked at Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory role, he provides personal income tax preparation services during tax season. Lincoln Investment is a large enterprise firm serving a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a focus on advisor-led consulting and model portfolio management.

Timothy Mckillen Jr. is a financial advisor with Lincoln Investment, holding a Series 63 designation and 16 years of industry experience. He has worked at Lincoln Investment since 2017 and previously at Legend Advisory Corporation and Legend Equities Corporation. In addition to his advisory role, he is self-employed in income tax preparation. 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 access to third-party managers, with investment strategies guided by an in-house Investment Management & Research team.

Corey Malstrom is a CFP® professional with 22 years of industry experience. He has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Outside of his financial advisory work, Malstrom is involved in the sale of Medicare Advantage and Medicare Supplement plans through various healthcare providers. Lincoln Investment Planning, LLC is a large enterprise firm serving a wide range of clients including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm employs an in-house Investment Management & Research team to construct strategic model portfolios and provides advisor-led consulting alongside access to third-party managers and multiple platform options.

Austin Willison is a Series 66-registered financial advisor with Lincoln Investment, bringing seven years of industry experience. He has been with Lincoln Investment Planning, LLC since 2019. Prior to that, his work history includes roles at Dave & Adam's Card World, Uber, and the State University of New York College at Buffalo. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base that includes individual and high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans. The firm offers financial planning, advisor-led consulting, and portfolio management using model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Mark Conomos is a CFP® with 42 years of industry experience, currently advising at Lincoln Investment since 2017. He previously worked at Legend Advisory Corporation and Legend Equities Corporation, accumulating over four decades in financial services. Conomos is a partner in Legend Wealth Management, LLC. Lincoln Investment Planning, LLC is a large enterprise firm serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting with model portfolios and uses an in-house investment team alongside third-party managers to provide tailored financial solutions.