Phoenix, AZ N. Central Ave. Office

Adam Pearce is a CFP® professional at Lincoln Investment with 27 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 14 years at Legend Equities Corporation. Pearce is also an author and teaches Financial Peace University classes on financial literacy. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a broad client base, including individual and 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 and research team.

Michael Wallace is a financial advisor with Lincoln Investment in Phoenix, AZ, holding a Series 66 license and four years of industry experience. Prior to his current role, he worked for Capital Analysts, LLC and spent 20 years with the City of Tempe. Outside of advising, he serves as a firearms instructor, providing training for police and civilians. 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, consulting, portfolio management, and access to third-party managers, with investment strategies developed by an in-house Investment Management & Research team.

Jeffrey Wilhelms is a financial advisor with Lincoln Investment in Phoenix, AZ, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Lincoln Investment since 2010, following previous roles at MM Ascend Life Investor Services and Voya Financial Partners. In addition to his advisory work, he is involved in fixed insurance sales, including life insurance and fixed annuities. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving a diverse client base that includes individual and high-net-worth investors, trusts, charities, and retirement plans. The firm combines advisor-led consulting with strategic model portfolios developed by its in-house Investment Management & Research team and utilizes a layered delivery model involving third-party managers and fiduciary oversight for retirement advice.

Jonathan Floe is a financial advisor with Lincoln Investment in Phoenix, AZ, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. 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 combines advisor-led consulting with model portfolio management and access to third-party managers, supported by an in-house Investment Management & Research team.

Nicole Meehan is a financial advisor with Lincoln Investment in Phoenix, AZ, holding a Series 66 designation and 12 years of industry experience. She has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation, Legend Equities Corporation, Politisocks, LLC, and Morgan Stanley. Outside of her advisory work, she provides business consulting focused on operations and recruiting for non-investment related companies. Lincoln Investment is an enterprise investment advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm combines in-house investment management and research with advisor-led consulting, offering model portfolios, third-party managers, and both wrap and non-wrap platform options.

Michael Renner is a financial advisor with Lincoln Investment in Phoenix, AZ, holding Series 63, 65, and 66 licenses and with 32 years of industry experience. Prior to joining Lincoln Investment in 2010, he worked at Great American Advisors, Inc. since 1999 and has been self-employed since 1967. Outside of his advisory role, he serves as President and CEO of Renner Agency, Inc., an insurance business focused on fixed products and Medicare supplements. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base, including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management using strategic model portfolios, and advisor-led consulting, with a focus on serving educators and retirement program participants.