Horsham, PA Office

Scott Merkel is a financial advisor at Lincoln Investment in Horsham, PA, holding Series 63 and Series 66 licenses with 21 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2004. 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 range of investment programs utilizing both strategic and dynamic approaches, managing approximately $22.9 billion in advisory assets.

James Verros is a CFP® professional with 44 years of industry experience, currently serving at Lincoln Investment since 1982. In addition to his advisory role, he acts as co-trustee for investment-related trusts and operates a tax preparation business. Verros is also involved in land development through ownership of a company that builds and sells single-family homes. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a specific focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment services, utilizing both strategic and tactical approaches overseen by an investment management team.

Michael Schneider is a financial advisor at Lincoln Investment with 10 years of industry experience. He holds Series 65 and Series 63 licenses and has been with Lincoln Investment since 2016. He also worked at Temple University from 2013 to 2017. 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 a range of financial planning and retirement plan advisory services, employing both strategic and tactical investment approaches managed by an in-house Investment Management & Research team.

Christopher Forst is a financial advisor at Lincoln Investment with a Series 66 credential and one year of industry experience. His prior work includes roles at Patrick Forst and Advyzon, as well as positions outside the financial sector such as with Buncombe County Schools and Staples. 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 a range of financial planning and investment management services, utilizing both strategic and tactical approaches across discretionary and non-discretionary programs.

Kerrick Vesper is a financial advisor at Lincoln Investment in Horsham, PA, holding the Series 66 designation. Vesper has been with Lincoln Investment since 2025 and previously worked at N2H Wealth Partners LLC and the Montgomery County Commissioner’s Office. Vesper is also affiliated with the University of Tampa. 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 a range of financial planning and investment management services, utilizing both strategic and dynamic approaches overseen by an Investment Management & Research team.

Thomas Watkins Jr. is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1982. Outside of his advisory role, he serves on the Board of Trustees and the 403b Investment and audit committees at Springside Chestnut Hill Academy and is a member of the John McKee Scholarship Committee, which reviews scholarship applications for high school students. 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 a range of financial planning and retirement plan services, managing a mix of in-house and third-party investment strategies using both strategic and tactical approaches.

Christina Forst is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 licenses and five years of industry experience. She has worked at Lincoln Investment since 2016, with earlier roles at J.G. Wentworth and eMoney Advisor LLC. Forst is an active shareholder in Lincoln Investment Holding Group Inc., participating in quarterly committee meetings and semiannual shareholder reports. 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 model portfolios, employing both strategic and tactical investment approaches overseen by its Investment Management & Research team.

Beth Peckman is a financial advisor with Lincoln Investment in Horsham, PA. She holds Series 63 and Series 65 licenses and has 18 years of industry experience. Peckman has been with Lincoln Investment Planning, Inc. since 1998 and is also affiliated with Temple University. Lincoln Investment serves individuals, including high-net-worth clients, 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, retirement plan advice, managed model portfolios, and operates as a broker-dealer and insurance agency alongside its SEC-registered RIA activities.

William Adelsberger is a financial advisor with Lincoln Investment in Horsham, PA, holding a Series 63 designation and 28 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1998 and has worked at Asplundh since 1990. 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, retirement plan advice, and a range of investment programs using both strategic and tactical approaches overseen by an Investment Management & Research team.

Carol Peckman is a financial advisor with Lincoln Investment in Horsham, PA, holding a Series 63 designation and over 30 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1994 and also maintains a long-term association with Aon Systems Corp dating back to 1982. Outside of her advisory role, she owns Peckman Financial Services, where she prepares federal, state, and local tax returns. 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 a range of financial planning and retirement plan advisory services, employing both strategic and tactical investment approaches across advisor-managed and firm-managed portfolios.

Tyler Mangum is a CFP® with 16 years of industry experience, currently affiliated with Lincoln Investment in Horsham, PA. He has been with Lincoln Investment Planning, Inc. since 2009. Outside of his primary role, he is a partner and co-founder of MC Capital Management, LLC, a financial services business. 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 a blend of financial planning, retirement plan advice, and model portfolio management using both strategic and tactical investment approaches.

Pamela Lepore is a financial advisor at Lincoln Investment with 26 years of industry experience. She holds the CFP® designation and Series 63 license. Pamela has been with Lincoln Investment Planning, Inc. since 1999. 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, retirement plan advice, and a range of advisor- and firm-managed investment programs.

Kevin Clark is a financial advisor with Lincoln Investment in Horsham, PA, holding a Series 66 credential and 12 years of industry experience. He has been with Lincoln Investment Planning since 2012 and also has an ongoing affiliation with the University of Scranton since 2010. Outside of his advisory role, Clark is a co-founder and partner of MC Capital Management, 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 comprehensive financial planning, ERISA retirement plan advice, and a range of model portfolio programs, utilizing both strategic and tactical investment approaches supported by an in-house Investment Management & Research team.

Robert Ferreira is a financial advisor at Lincoln Investment with 18 years of industry experience. He holds a Series 66 designation and has worked at TIAA-CREF and Citizens Securities, INC. prior to joining Lincoln Investment in 2025. 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 through both in-house and third-party strategies overseen by an Investment Management & Research team.

Samuel Newsham is a financial advisor with Lincoln Investment in Horsham, PA, holding Series 63 and Series 65 licenses and 13 years of industry experience. He co-owns a partnership of three Lincoln Investment financial professionals and has also worked with Capital Analysts, LLC. Outside of his advisory role, he performs as a multi-instrumentalist in a music ensemble, serves as Vice President of a charitable organization, coaches middle school wrestling, and holds leadership positions in a Masonic fraternity. 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 a range of financial planning and advisory services using both in-house and third-party investment strategies that include strategic and dynamic approaches overseen by an Investment Management & Research team.