Lutz, FL N. Florida Ave Office

Robert Ouimet is a CFP® professional with 22 years of industry experience, currently advising at Lincoln Investment. His prior experience includes roles at Capital Analysts, Financial Engines Advisors L.L.C., and Russell Investments. He also assists clients with evaluating insurance-based products as part of his advisory services. 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 advice, utilizing both strategic and dynamic investment approaches and managing approximately $22.9 billion in advisory assets.

Don Adwell is a Series 65-licensed financial advisor with Lincoln Investment in Lutz, FL, bringing 14 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2011 and concurrently serves in the Tampa Fire Rescue department since 1987. Outside of his advisory role, Adwell is a volunteer board member for the Tampa Firefighters Museum and serves as a fiduciary trustee for the Tampa Firefighters and Police Officers Employees Health Plan. 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 variety of managed portfolio options, utilizing both strategic and tactical investment approaches supported by in-house and third-party strategies.

Jose Lopez is a financial advisor with Lincoln Investment in Lutz, FL, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2008 and has also been self-employed since 2004. Outside of his advisory role, Lopez owns an online retail business and serves as an insurance agent, specializing in fixed and fixed-index annuities and life insurance products for conservative clients. Lincoln Investment serves individual clients, including high-net-worth 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 programs that combine strategic and tactical approaches, managing approximately $22.9 billion in advisory assets.

Paul Caccomo is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 47 years of industry experience. Before joining Lincoln Investment in 2017, he spent nine years at Legend Equities Corporation. Outside of his advisory role, he owns and operates United Tax & Financial Services, LLC, which provides tax preparation, bookkeeping, and fixed insurance and annuity products. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with particular 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 overseen by an Investment Management & Research team.

Eileen Mccarthy Ritter is a financial advisor at Lincoln Investment with 38 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Lincoln Investment since 2017. Prior to that, she was with Legend Advisory Corporation and Legend Equities Corporation. Outside of her advisory work, she owns and operates Teachers Sharing Answers, a life and fixed annuity sales business. 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 investment management services, utilizing both strategic and tactical approaches through in-house and third-party strategies.

Andrew La Forge is a financial advisor with Lincoln Investment in Lutz, FL, holding a Series 66 designation and six years of industry experience. He has held roles at Capital Analysts, Lincoln Investment, and West Coast Financial, with prior employment outside the financial industry at Steak n Shake. La Forge serves as treasurer and board member for The Beach Responsibly Project, a nonprofit focused on beach cleanups in Florida. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, including a 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, managing approximately $22.9 billion in advisory assets as of late 2025.

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 worked at Lincoln Investment since 2017 and previously spent 14 years with Legend Equities Corporation. Additionally, Ritter has been involved with Teachers Sharing Answers, a life and fixed annuity sales and marketing entity, since 1984. 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, using both strategic and tactical approaches overseen by an Investment Management & Research team.

Matthew Oppedisano is a financial advisor at Lincoln Investment with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Investment since 2017, following an 18-year tenure at Legend Equities Corporation. 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 combination of strategic and tactical investment approaches overseen by an Investment Management & Research team and offers both discretionary and non-discretionary advisory programs.

Charles Waddell Jr. is a financial advisor with Lincoln Investment, holding a Series 66 designation and 30 years of industry experience. He has been with Lincoln Investment since 2017 and previously worked at Legend Equities Corporation for seven years. 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 its Investment Management & Research team.

Jesus Lopez is a financial advisor at Lincoln Investment with a Series 66 designation and two years of industry experience. His prior work includes roles at National Life Group and involvement with St Luke Catholic School and the Fellowship of Catholic University 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 financial planning, retirement plan advice, and a range of advisory programs using both in-house and third-party investment strategies overseen by an Investment Management & Research team.

Sergio Esteves is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent eight years at Legend Equities Corporation. Outside of advising, he serves on the board of PlantToday, a missions organization, and Primal Initiative Inc, which focuses on community enrichment through classes and events. 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.

Kimberly Cox is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 licenses and 22 years of industry experience. She has worked at Lincoln Investment for a total of 12 years, with additional experience at United Planners Financial Services and West Coast Financial. 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, ERISA retirement plan advice, and a range of advisor- and firm-managed investment programs, utilizing both strategic and dynamic investment approaches.

Richard Sharpe is a financial advisor at Lincoln Investment with 17 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Lincoln Investment and West Coast Financial since 2015. Outside of finance, Sharpe also teaches and coaches soccer at Lutz Prep and Brooks DeBartolo Collegiate High School. 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 advisory programs and manages assets using both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.

Angela Seguro is a financial advisor with Lincoln Investment in Lutz, FL, holding a Series 66 designation and 10 years of industry experience. She has worked at Lincoln Investment since 2017 and previously held positions at West Coast Financial Inc, Cuna Brokerage Services, Inc., and Suncoast Credit Union. In addition to her advisory role, she is involved in life insurance and fixed annuity sales. Lincoln Investment serves individual clients, including high-net-worth 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 managed portfolio programs, utilizing both strategic and dynamic investment approaches overseen by its Investment Management & Research team.

Matthew Steiner is a financial advisor with Lincoln Investment, holding a Series 65 credential and 12 years of industry experience. He has worked at Capital Analysts and Horace Mann, and owns Steiner Insurance & Financial Services LLC, which focuses on property and insurance. He also serves as a loan officer for Future Financial LLC, referring clients for mortgage services. 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.