Lutz, FL N. Florida Ave Office

Robert Ouimet is a CFP®-certified financial advisor with 22 years of industry experience, currently affiliated with Lincoln Investment. His prior experience includes roles at Capital Analysts, Financial Engines Advisors L.L.C., Russell Investments, and T. Rowe Price Advisory Services. He also assists clients in evaluating insurance-based products as part of his financial planning services. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a long-standing focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management through both advisor- and firm-managed models, supported by an in-house Investment Management & Research team and a range of third-party managers.

Don Adwell is a Financial Advisor at Lincoln Investment with 14 years of industry experience. He holds a Series 65 designation and has been with Lincoln Investment since 2011. In addition to his advisory role, Adwell serves as a volunteer board member for the Tampa Firefighters Museum and is a trustee for the Tampa Firefighters and Police Officers Employees Health Plan. Lincoln Investment Planning, LLC serves a diverse client base including 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 supported by an in-house investment management team and third-party managers, maintaining a fiduciary role especially in ERISA and retirement advice.

Jose Lopez is a financial advisor with Lincoln Investment Planning, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Lincoln Investment since 2008 and has over two decades of experience as a self-employed financial professional. Outside of his advisory role, Mr. Lopez is involved in insurance sales, focusing on fixed and fixed index annuities and life insurance, and he owns an online retail store. Lincoln Investment Planning, LLC serves a diverse client base including individual and high-net-worth investors, trusts, charities, and retirement plans, with a notable focus on educators and participants in 403(b) and 457(b) programs. The firm offers comprehensive financial planning and portfolio management services supported by an in-house Investment Management & Research team and utilizes both advisor-led and model-driven strategies.

Paul Caccomo is a financial advisor with Lincoln Investment in Lutz, FL, holding Series 63 and Series 65 licenses and 47 years of industry experience. He has worked with Lincoln Investment since 2017 and previously held roles at Legend Equities Corporation and Investacorp Advisory Services Inc. Outside of his advisory role, he owns and operates United Tax & Financial Services, LLC, providing tax preparation, bookkeeping, and fixed insurance products. 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 model portfolios and adaptive investment strategies.

Eileen Mccarthy Ritter is a financial advisor with Lincoln Investment who holds Series 63 and Series 66 licenses and has 38 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 the owner of Teachers Sharing Answers, a life and fixed annuity sales business she has operated since 1989. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans, with a notable focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, advisor-led consulting, and portfolio management supported by an in-house Investment Management & Research team and a range of third-party managers.

Andrew La Forge is a financial advisor at Lincoln Investment with seven years of industry experience. He holds a Series 66 designation and has previously worked with Capital Analysts, West Coast Financial, and Lincoln Investment. La Forge serves as treasurer and board member of The Beach Responsibly Project, a nonprofit focused on beach clean-up efforts in Florida. 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 through model portfolios, access to third-party managers, and a range of platform options, supported by an in-house Investment Management & Research team.

Bert Ritter is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Lincoln Investment since 2017 and previously spent 14 years at Legend Equities Corporation. Ritter is also the owner of Teachers Sharing Answers, a life and fixed annuity and tax/accounting marketing business he has operated for over four decades. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm provides financial planning, advisor-led consulting, and portfolio management through model portfolios and third-party managers, supported by an in-house Investment Management & Research team.

Matthew Oppedisano is a financial advisor with Lincoln Investment in Lutz, FL, holding Series 63 and Series 65 credentials and 27 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 18 years with Legend Equities Corporation. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth clients, trusts, charities, and retirement plans, with a focus on educators and participants in 403(b) and 457(b) programs. The firm offers financial planning, portfolio management, and access to both advisor- and firm-managed model portfolios, supported by an in-house Investment Management & Research team that constructs strategic and adaptive model portfolios.

Charles Waddell Jr. is a financial advisor at Lincoln Investment with 30 years of industry experience. He holds a Series 66 designation and has worked for firms including Legend Equities Corporation, F & S Asset Management Group, Cincinnati Analysts, Transamerica Financial Advisors, and Wells Fargo Clearing. Lincoln Investment Planning, LLC serves a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans such as 403(b) and 457(b) programs. The firm offers financial planning, advisor-led consulting, and portfolio management using both advisor-managed and firm-managed model portfolios, supported by an in-house Investment Management & Research team and a network of third-party managers.

William Ferguson III is a financial advisor at Lincoln Investment with a Series 66 designation. He has one year of industry experience and previously worked at Bank of America, N.A., BentoBox, Stir It Up Ventures, Urban Brewers, and Ariete. Outside of his advisory role, he is involved with Oak & Ola. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer that serves a broad client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, access to third-party managers, and both wrap and non-wrap platform options, supported by an in-house Investment Management & Research team that creates strategic model portfolios and adaptive strategies.

Jesus Lopez is a Series 66 licensed financial advisor with Lincoln Investment, where he has worked since 2024. He has experience with National Life Group and has a background working in educational and religious organizations, including St Luke Catholic School and the Fellowship of Catholic University Students. 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 utilizes model portfolios and third-party managers driven by an in-house Investment Management & Research team, while many client relationships remain advisor-led and tailored through Lincoln’s platform tools.

Kimberly Cox is a financial advisor with Lincoln Investment in Lutz, FL, holding Series 63 and Series 66 credentials and 22 years of industry experience. She has worked at Lincoln Investment for multiple periods since 2014 and has prior experience with United Planners Financial Services, West Coast Financial, Invest Financial Corporation, and Waddell & Reed. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including a long history with educator accounts. The firm offers financial planning, advisor-led consulting, and portfolio management through both advisor- and firm-managed model portfolios, supported by an internal Investment Management & Research team.

Richard Sharpe is a financial advisor with Lincoln Investment and holds Series 63 and Series 65 licenses. He has 17 years of industry experience and has worked with West Coast Financial and PlanMember Securities Corporation. Outside of his advisory work, he serves as a substitute teacher and soccer coach at Lutz Prep and Brooks DeBartolo Collegiate High School. 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 comprehensive financial planning and portfolio management services supported by an in-house Investment Management & Research team and a network of third-party managers.

Angela Seguro is a financial advisor with Lincoln Investment in Lutz, FL, holding a Series 66 designation and 11 years of industry experience. She has worked with Lincoln Investment since 2017 and previously held roles at West Coast Financial Inc, Cuna Brokerage Services, Inc., and Suncoast Credit Union. In addition to her advisory work, Seguro is involved in life insurance and fixed annuity sales. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including educators. The firm offers financial planning, portfolio management through both advisor- and firm-managed models, access to third-party managers, and a range of platform options supported by an in-house investment research team.

Matthew Steiner is a Series 65-licensed financial advisor with 12 years of industry experience, currently affiliated with Lincoln Investment. His prior roles include positions at Capital Analysts, Horace Mann, and Sturk Insurance Agency III. Steiner owns Steiner Insurance & Financial Services LLC and also holds a mortgage loan originator referral role with Future Financial LLC. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base including individual investors, high-net-worth clients, trusts, charities, and retirement plans. The firm provides financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team and a multi-layered advisory network.