Lincoln Investment

Marne De Santis is a financial advisor at Lincoln Investment with 33 years of industry experience. She has held roles at several firms including Rice Financial Products Company, CV Brokerage, Valdes & Moreno, Bluestone Capital Management, and Dautrich Seiler Financial Services. Her credentials include Series 63, Series 65, and Series 66 licenses. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other registered investment advisers, offering financial planning, custom and model portfolios, third-party management access, and ERISA retirement plan advice.

Stephanie Davidson is a financial advisor with Lincoln Investment, holding a Series 66 designation and two years of industry experience. She has been with Lincoln Investment since 2023. Outside of her advisory role, she serves as a varsity cheerleading coach at Audubon High School. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering a range of financial planning and portfolio management services through both advisor-managed and programmatic approaches.

Stefan Biddinger is a financial advisor at Lincoln Investment with five years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including W&S Brokerage Services, Western & Southern Life, and Northwestern Mutual. Outside of his advisory role, he serves as a pastor at Xenia Nazarene Church and works as an agent for Midwest Employee Benefits Group, assisting school district employees with voluntary life and disability insurance benefits. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering financial planning, custom and model portfolios, third-party manager access, and retirement plan advice through a combination of advisor consultation and programmatic management.

Michael Dalleo is a financial advisor with Lincoln Investment, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. He has worked at Lincoln Investment since 2017 and previously at Legend Equities Corporation from 2012 to 2017. Outside of his advisory role, he is a published fiction author and serves as Grand Knight of his local Knights of Columbus council, organizing community events and fundraising efforts. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, and corporations, offering financial planning, custom and model portfolio management, ERISA retirement plan advice, and brokerage and insurance products.

Aaron Berlow is a financial advisor at Lincoln Investment with a Series 66 designation and one year of industry experience. He also serves as Vice President of Strategy and Operations at Wildenstein & Co., Inc., where he oversees the firm's strategic direction, including art world trend analysis and real estate portfolio underwriting. Additionally, Berlow is the owner of Amber USA LLC, a leather goods manufacturing business. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves a diverse client base including individuals, employers, retirement plan participants, and charitable organizations, offering a range of financial planning, advisor-managed portfolios, and retirement plan advice through both discretionary and non-discretionary management.

Joshua Denz is a financial advisor at Lincoln Investment with two years of industry experience. He holds a Series 66 designation and has previously worked at Canisius College and the University at Buffalo. Outside of his advisory role, he also works as a sales associate supporting senior financial representatives. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers through a combination of advisor-managed portfolios, model strategies, and third-party management options.

Michael Lausin is a financial advisor with Lincoln Investment in Willoughby, Ohio, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with Lincoln Investment since 2014. Outside of his advisory role, he supports financial services operations as an administrative assistant at RKL Financial LLC and is licensed to provide life insurance, fixed annuities, and long-term care insurance. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets through a network of nearly 900 advisors. The firm serves individuals, employers, charitable organizations, corporations, and other advisers, offering a variety of financial planning, custom and model portfolios, third-party management access, and retirement plan advice.

Trevor Musum is a financial advisor at Lincoln Investment with a Series 66 designation and two years of industry experience. Prior to joining Lincoln Investment in 2023, he worked at S.A.F.E. Benefits Consulting Group in a financial services role and has experience in various other sectors including retail and university administration. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets, serving individuals, employers, retirement plan participants, charitable organizations, and corporations. The firm offers a range of financial planning and investment management services through custom and model portfolios, utilizing both discretionary and non-discretionary approaches.

Egbert Bouwmeester is a financial advisor at Lincoln Investment with 28 years of industry experience. He holds a Series 63 designation and has worked at Lincoln Investment since 2017. His prior experience includes roles at Legend Advisory Corporation and Legend Equities Corporation. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets. The firm serves a diverse client base, including individuals, employers, charitable organizations, and other advisers, offering a range of financial planning and portfolio management services through both discretionary and non-discretionary accounts.

Raelene Nickerson is a financial advisor with Lincoln Investment in Independence, OH, holding a Series 63 designation and 34 years of industry experience. Her prior work includes roles at Metropolitan Life Insurance Company, Mass Mutual Life Insurance Company, MML Investors Services, and Legend Advisory Corporation. She receives renewals for permanent life insurance policies issued during her previous employment at MetLife and Mass Mutual. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering financial planning, custom portfolios, model portfolios, third-party manager access, and ERISA retirement plan advice through a combination of advisor consultation and programmatic management.

Jose Madrigal is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has been with Lincoln Investment since 2013. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering a range of services including financial planning, custom and model portfolios, third-party manager access, and ERISA retirement plan advice.

Scott Accamando is a financial advisor at Lincoln Investment with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Investment since 2015. The firm is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets and serving a diverse client base including individuals, employers, retirement plan participants, charitable organizations, corporations, and other registered investment advisers. Lincoln Investment offers a range of services such as financial planning, advisor-managed custom and model portfolios, access to third-party managers, and ERISA retirement plan advice, combining advisory and brokerage operations with both discretionary and non-discretionary account management.

Markus Williams is a financial advisor at Lincoln Investment with 11 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Key Investment Services, KeyBank, Prudential Insurance Company of America, Allstate Insurance, and MassMutual. Outside of his advisory role, he serves as an Operations Coordinator in logistics. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, retirement plan participants, charitable organizations, corporations, and other advisers, offering financial planning, custom and model portfolios, third-party manager access, and retirement plan advice through a combination of advisor consultation and programmatic management.

Martin Smulison is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Lincoln Investment since 2017. Prior to this, he worked at Legend Advisory Corporation and Legend Equities Corporation, and he has operated a CPA practice specializing in personal and corporate tax preparation and business write-ups since 1979. He also engages in referral activities related to payroll services for corporate clients. Lincoln Investment is an SEC-registered investment adviser and broker-dealer with approximately $18.9 billion in assets under management and a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other registered investment advisers, offering a range of financial planning and investment management services through both advisor-managed and programmatic approaches.

Catherine Mcdonald is a financial advisor with Lincoln Investment, holding a Series 63 license and bringing 18 years of industry experience. She has worked at Lincoln Investment since 2017 and previously held roles at Legend Advisory Corporation and Legend Equities Corporation. Mcdonald serves as President and board member of the Dapper Mcdonald Charitable Foundation, a charity focused on ALS awareness and fundraising. Lincoln Investment is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets with a network of nearly 900 advisors. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering financial planning, custom and model portfolios, third-party manager access, and retirement plan advice through both advisory and brokerage services.