Rochester, NY Office

Egbert Bouwmeester is a financial advisor with Lincoln Investment in Rochester, NY, holding a Series 63 license and 29 years of industry experience. He has worked at Lincoln Investment since 2017 and previously spent 20 years with Legend Equities Corporation followed by 8 years at Legend Advisory Corporation. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and retirement plans, including a focus on educators and 403(b) and 457(b) program participants. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and employs third-party managers.

Sierra King is a financial advisor with Lincoln Investment in Rochester, NY, holding a Series 66 designation and eight years of industry experience. She has worked at Lincoln Investment since 2018 and previously was involved with the Alfred State Office of Student Engagement. Lincoln Investment Planning, LLC is a large, enterprise investment 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, and portfolio management services supported by an in-house Investment Management & Research team and employs both advisor-managed and firm-managed model portfolios.

Dominic Velardi is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has worked with Lincoln Investment since 2017 and previously spent 23 years at Legend Equities Corporation and 13 years at Legend Advisory Corporation. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth investors, trusts, charities, and corporate and ERISA retirement plans, with a longstanding focus on educators and participants in 403(b) and 457(b) programs. The firm offers a range of financial planning and portfolio management services supported by an in-house Investment Management & Research team that constructs strategic and adaptive model portfolios.

Mark Fitch is a financial advisor with Lincoln Investment in Rochester, NY, holding a Series 63 designation and 41 years of industry experience. He previously worked at Legend Advisory Corporation and Legend Equities Corporation, with tenures spanning from 1994 to 2019. Fitch is also the owner of farm land in Perry, NY. 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 consulting, supported by an in-house Investment Management & Research team that develops strategic model portfolios and adaptive investment strategies.

John Conquest is a financial advisor with Lincoln Investment and holds a Series 63 designation. He has 32 years of industry experience, including prior roles at Legend Advisory Corporation and Legend Equities Corporation. He serves as a board member for the Hoselton Foundation, a charity organization. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer that serves a diverse client base, including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm uses an in-house Investment Management & Research team to develop model portfolios and strategies, while many client relationships remain advisor-led and non-discretionary, with Lincoln acting as a fiduciary for ERISA and retirement advice.

Shawnnah Sprague is a Series 66 licensed financial advisor at Lincoln Investment with three years of industry experience. She has worked previously at Edward Jones, Horizon Advisory Services, and Private Client Services. Outside of her advisory role, she is involved with Horizon Advisory Services, Inc. Lincoln Investment Planning, LLC serves a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning and portfolio management supported by an in-house Investment Management & Research team that develops strategic model portfolios and Adaptive Intelligence Model strategies.

Morgan Weiler is a financial advisor at Lincoln Investment with 17 years of industry experience. He holds a Series 66 designation and has worked at Lincoln Investment since 2017. Prior to that, he was with Legend Advisory Corporation and Legend Equities Corporation. Outside of his advisory work, he is involved as an independent sales representative and consultant marketing Medicare Advantage Plans during annual enrollment periods. Lincoln Investment Planning, LLC is a large enterprise advisory and broker-dealer serving individual and high-net-worth clients, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management through model portfolios, and both wrap and non-wrap platform options, supported by an in-house Investment Management & Research team.