Marlton, NJ Office

Stephanie Davidson is a financial advisor at Lincoln Investment with three years of industry experience. She holds the Series 66 designation and has worked at Lincoln Investment since 2023. Outside of her advisory role, she serves as a varsity cheerleading coach at Audubon 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 financial planning, retirement plan advice, and a range of model portfolio programs managed through both strategic and tactical investment approaches.

Joseph Johnston is a financial advisor with Lincoln Investment in Marlton, NJ, holding a Series 66 designation and 13 years of industry experience. He has been with Lincoln Investment Planning since 2014. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a specialized focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, advisor- and firm-managed model portfolios, and both discretionary and non-discretionary investment programs.

Jacob Howley is a financial advisor with Lincoln Investment, holding Series 65 and Series 63 credentials and four years of industry experience. Prior to joining Lincoln Investment in 2026, he worked at Agia, Valic Financial Advisors, and The Vanguard Group. He is also appointed as an agent to sell non-securities insurance products for Agia. 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 portfolios, employing both strategic and tactical investment approaches.

Emily Hagarty is a financial advisor with Lincoln Investment in Marlton, NJ, holding a Series 66 designation and nine years of industry experience. She has been with Lincoln Investment since 2017 and previously worked at Michael Enos from 2015 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 services, utilizing a mix of in-house and third-party strategies overseen by an Investment Management & Research team.

Michael Maffei is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2009. Outside of his advisory role, he works part-time in wholesale linen sales to hotels and industrial laundries in the South Jersey and Philadelphia area. 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 and employs both strategic and tactical investment approaches across discretionary and non-discretionary programs.

Virginia Harriett is a CFP®-certified financial advisor with Lincoln Investment in Marlton, NJ, bringing 44 years of industry experience. She has been with Lincoln Investment Planning, Inc. since 1983. Outside of her advisory role, she serves as chair of her church’s administrative council and is a member of a local professional group where she contributes to continuing education programming and ethics presentations for CFP professionals. 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 both advisor- and firm-managed investment programs, utilizing a combination of strategic and tactical asset management approaches.

Clark Tatum is a financial advisor with Lincoln Investment and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including 14 years at Legend Equities Corporation before joining Lincoln Investment in 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 advice services, utilizing both in-house and third-party investment strategies overseen by an Investment Management & Research team.

Frank Violante is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Lincoln Investment since 2018 and previously spent a decade with Wells Fargo Clearing and Wells Fargo Advisors 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 financial planning, ERISA retirement plan advice, and a variety of advisory programs, employing both strategic and dynamic investment approaches overseen by an Investment Management & Research team.

John Natale is a ChFC®-designated financial advisor with Lincoln Investment, based in Marlton, NJ, bringing 45 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1997. Outside of his advisory role, Natale is involved in life and disability insurance as an insurance agent. 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, advisor-managed and firm-managed model portfolios, and operates as a broker-dealer and insurance agency alongside its SEC-registered RIA activities.

Gregory Taglienti is a financial advisor at Lincoln Investment with 19 years of industry experience. He holds a Series 66 designation and has been with Lincoln Investment Planning, Inc. since 2007. In addition to his advisory role, he operates a legal services practice providing services to the public and other legal professionals. 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.

Michael Harriett is a financial advisor at Lincoln Investment with 10 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Lincoln Investment since 2016, including roles at Lincoln Investment Planning, LLC and Capital Analysts, LLC. He serves as a board member on the Parks & Recreation Committee in Lambertville, New Jersey. 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 variety of advisor- and firm-managed portfolios using both strategic and tactical investment approaches.

Michael Toscano is a financial advisor at Lincoln Investment with eight years of industry experience. His prior work includes roles at NYLIFE Securities LLC, New York Life Insurance Company, and the William R. Mints Agency. He holds Series 63 and Series 65 licenses. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, focusing on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of model portfolio programs, utilizing both strategic and tactical investment approaches overseen by its Investment Management & Research team.

Zachary Rhoda is a financial advisor at Lincoln Investment with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Clearpath Wealth Partners and Rev.com, as well as positions in education and public library services. Lincoln Investment serves individuals, charitable organizations, 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 supported by an Investment Management & Research team.

William Voliva is a Certified Financial Planner (CFP®) with 33 years of industry experience. He has been with Lincoln Investment since 2016. In addition to his advisory role, he is also involved in the sales and service of disability and fixed 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, retirement plan advice, and a variety of model portfolios, employing both strategic and dynamic investment approaches overseen by an in-house Investment Management & Research team.

Harold Hill is a financial advisor with Lincoln Investment in Marlton, NJ, holding a Series 63 designation and 39 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 1992 and has concurrent roles with Rutgers University and the N.J. Army National Guard. Outside of his advisory work, Mr. Hill serves as Chairman of the Community Friendship Foundation, focusing on community service projects. 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 provides financial planning, retirement plan advice, and a range of investment programs, combining strategic and tactical approaches managed by an Investment Management & Research team.