Lombard, IL Office

Team
Updated today

Client AUM

$21,723,445,661

Clients

138,132

Advisors

31

Of 333 advisors across 305 offices

Location

Suite 150, 500 Waters Edge

Lombard IL 60148

Advisors at this office

31

Advisors at this office

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Gilberto A

Series 66

Lombard, IL

Lincoln Investment

Gilberto Arias Jr. is a financial advisor with Lincoln Investment in Lombard, IL, holding a Series 66 designation and 23 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2007. Arias also serves as President and sole owner of M.E.O.T.O. Inc., a legal entity for tax purposes, and holds leadership roles in nonprofit and cooperative real estate organizations. 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 variety of investment management approaches, including model portfolios and both discretionary and non-discretionary programs.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Jose M

Series 63, Series 65

Lombard, IL

Lincoln Investment

Jose Madrigal is a financial advisor at Lincoln Investment with 24 years of industry experience. He has been with Lincoln Investment since 2013. Madrigal holds Series 63 and Series 65 designations. Lincoln Investment serves individuals, including high-net-worth clients, 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 investment programs that combine in-house and third-party strategies overseen by an Investment Management & Research team using strategic and tactical approaches.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Valerie L

Series 66

Lombard, IL

Lincoln Investment

Valerie Love Parker is a Series 66-licensed financial advisor with Lincoln Investment, bringing 22 years of industry experience. She has previously worked at Legend Equities Corporation and is the CEO and founder of Phoenix Financial for Abundant Prosperous Life, where she promotes financial literacy through community workshops and seminars. Outside of her financial career, she volunteers in community advocacy and has longstanding involvement as an usher with Broadway in Chicago. 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 supported by both strategic and tactical approaches overseen by an Investment Management & Research team.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Benjamin W

CFP®, Series 66

Lombard, IL

Lincoln Investment

Benjamin Weinberger is a CFP® and Series 66-registered advisor with Lincoln Investment, based in Lombard, IL. He has four years of industry experience and previously worked at Cetera and Capital Analysts. Outside of his advisory role, he is involved in insurance-related activities through positions with WealthGuide Advisors, LLC and THG Financial Strategies. 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 employs a mix of strategic and tactical investment approaches managed by an in-house Investment Management & Research team and offers both discretionary and non-discretionary advisory programs.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Michael K

CFP®, Series 63, Series 65

Lombard, IL

Lincoln Investment

Michael Kreger is a CFP® with 19 years of industry experience, currently affiliated with Lincoln Investment. His prior roles include positions at Agia and VALIC Financial Advisors. Outside of investment advisory, he is involved with Agia as an agent for non-securities insurance products. 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 combines proprietary and third-party investment strategies and offers both discretionary and non-discretionary advisory programs.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Khai L

Series 66

Lombard, IL

Lincoln Investment

Khai Le is a financial advisor with Lincoln Investment, holding a Series 66 credential and 27 years of industry experience. His prior work includes roles at Capital Analysts, Agia, and Valic Financial Advisors. Outside of his advisory work, he is a co-owner and silent partner in two boba tea shops operated by his spouse. 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 managed through both strategic and dynamic approaches.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Deborah H

CFP®, Series 63

Lombard, IL

Lincoln Investment

Deborah Hinten is a CFP® with 39 years of industry experience, currently serving as an advisor at Lincoln Investment since 2011. She has held a concurrent role at Consolidated Financial Resources, Inc. since 1982 and has experience in administrative and managerial positions across several family-owned businesses in skin wellness, flooring, construction, and campground rental sectors. Lincoln Investment serves individuals, charitable organizations, businesses, and 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 supported by both strategic and tactical investment approaches, managing approximately $22.9 billion in advisory assets as of late 2025.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Nicholas S

Series 66

Lombard, IL

Lincoln Investment

Nicholas Shane is a financial advisor with Lincoln Investment, holding a Series 66 designation and 18 years of industry experience. Prior to joining Lincoln Investment in 2026, he worked for AGIA from 2022 to 2026 and VALIC Financial Advisors from 2015 to 2026. He is also licensed to sell non-securities insurance products. 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 supported by an Investment Management & Research team.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Steven P

Series 63, Series 66

Lombard, IL

Lincoln Investment

Steven Podgorski is a financial advisor with Lincoln Investment in Lombard, IL, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has been with Lincoln Investment since 2016 and also operates Aspire Financial Group, servicing legacy insurance accounts. 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 employs a mix of in-house and third-party investment strategies overseen by an Investment Management & Research team and offers a range of financial planning and advisory programs.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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George P

CFP®, Series 66

Lombard, IL

Lincoln Investment

George Pantazis is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Lincoln Investment since 2025. His prior roles include positions at Charles Schwab & Co., Inc. and Icma Retirement Corporation. Lincoln Investment serves individuals, charitable organizations, businesses, and many employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and manages a mix of in-house and third-party investment strategies overseen by a dedicated Investment Management & Research team.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Shawn W

CFP®, Series 63, Series 66

Lombard, IL

Lincoln Investment

Shawn Wears is a CFP®-certified financial advisor with Lincoln Investment, where he has worked since 2014. He has 19 years of industry experience and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is the owner and president of Wears Real Estate LLC and serves as the financial secretary for the McWhinney Benevolent Association, a community social club. 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 services and investment strategies, including advisor- and firm-managed portfolios, and manages approximately $22.9 billion in advisory assets.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Lisa H

Series 66

Lombard, IL

Lincoln Investment

Lisa Hanley is a financial advisor at Lincoln Investment with the Series 66 designation and two years of industry experience. Prior to joining Lincoln Investment in 2025, she worked at James Noe and held roles outside the financial industry, including at Jun Group and Bazaarvoice. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a significant focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a variety of advisory and brokerage services supported by an Investment Management & Research team using strategic and tactical investment approaches.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Melin G

Series 66

Lombard, IL

Lincoln Investment

Melin Gonzalez is a financial advisor at Lincoln Investment with eight years of industry experience. She holds a Series 66 designation and has held roles including Capital Analyst since 2018. Gonzalez also volunteers with a family-owned fitness center, assisting with marketing and digital media. 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 advisory programs using both in-house and third-party investment strategies.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Christopher W

Series 63, Series 66

Lombard, IL

Lincoln Investment

Christopher Wyzgowski is a financial advisor at Lincoln Investment with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at VALIC Financial Advisors and Agia. He is also involved in insurance sales, focusing on life and long-term care insurance, and founded NFMB, LLC for tax and accounting purposes. 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 and employs both strategic and dynamic investment approaches through its Investment Management & Research team.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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Zachary C

Series 63, Series 65

Lombard, IL

Lincoln Investment

Zachary Craggs is a financial advisor at Lincoln Investment with nine years of industry experience. He holds Series 63 and Series 65 designations and has been with Lincoln Investment since 2016. Prior to that, he worked at Berlin Packaging for one year. 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 various advisory programs using both in-house and third-party investment strategies overseen by an Investment Management & Research team.

ESG / Sustainable investing Wealth management Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Educators, Teachers, and Academics Self-Employed Executive Retired Mid-Career Professionals
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