ADVISOR BIO

Barbara Becker is a registered representative with Lincoln Investment. Barbara Becker is a financial professional with over 17 years of experience in the industry. Barbara Becker is registered with the state of New York, as well as Florida, North Carolina, and South Carolina. Barbara Becker previously worked at AXA Advisors, LLC in Clifton Park, New York. Barbara Becker specializes in financial planning, portfolio management for businesses, and portfolio management for individuals.

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Elliott Friedman is a financial advisor in COBLESKILL, NY. Elliott has been in the industry since 1980. Elliott is currently registered with Lincoln Investment, and has previously been registered with First Investors Corporation. Elliott is licensed to offer securities and investment advisory services in Arizona, Florida, Maryland, Massachusetts, New Jersey, New York, Oklahoma, and Texas. Elliott has a Series 1, Series 6, Series 22, and SIE license.

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ADVISOR BIO

Geoffrey Alan Wright has been in the financial services industry since February 24, 1983. Geoffrey is currently registered with Lincoln Investment in COBLESKILL, NY. Prior to joining Lincoln Investment, Geoffrey was registered with NYLIFE SECURITIES INC. Geoffrey has a total of 4 active state registrations, including Florida, New York, South Carolina, and Virginia. Geoffrey is also registered as an Investment Advisor Representative in New York. Geoffrey has passed the Series 1, Series 6TO, SIE, and Series 63 exams.

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James Boyce has been in the financial services industry for over 30 years, beginning in 1992. James is currently registered with Lincoln Investment and is licensed to provide investment advice in the state of New York. James has held previous positions with HORNOR, TOWNSEND & KENT, INC., FRANKLIN FINANCIAL SERVICES CORPORATION, METLIFE SECURITIES INC., and METROPOLITAN LIFE INSURANCE COMPANY.

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Jonathan William Moran is a registered representative and investment advisor representative with Fenimore Asset Management, Inc. in Cobleskill, NY. Jonathan has been working in the financial services industry since 2017. Jonathan's prior experience includes working with Lazard Asset Management Securities LLC and Mercer Allied Company, L.P. Jonathan holds Series 7, Series 31, and Series 66 securities licenses. Jonathan is also registered as an Investment Advisor Representative in both New Jersey and New York.

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Leo McAllister is a financial advisor who has been in the industry since 1974. Leo is currently registered with Cadaret, Grant & CO., Inc. and has been with the firm since 1989. Leo has experience in selling life, annuity and long term care insurance products and is also a Town Supervisor for the Town of Cobleskill, New York.

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Paula Orth is a financial professional with Lincoln Investment, a firm that has been serving clients since 1973. Paula has a strong track record of success in the financial services industry, with experience in providing a variety of financial products and services. Paula's professional experience includes the following: a Series 6, Series 26 and Series 63 licenses as well as a passing grade on the SIE exam. Paula's clients include individuals, families, and businesses, and Paula is committed to providing personalized financial advice and guidance to help clients achieve their financial goals.

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Renee Suzanne Barratiere is an investment advisor representative at Fenimore Asset Management, Inc. Renee has been in the industry since 1984 and has a wide range of experience in investment advising. Renee has worked for Charles Schwab & Co., Inc. in the past, and she has held various leadership roles at Fenimore Asset Management, Inc.. Renee has several professional designations, including a Series 7 and a Series 66 license. Renee is committed to providing her clients with the highest quality financial advice. She is dedicated to understanding each client's unique needs and goals, and she works closely with her clients to develop personalized investment strategies. Renee has a strong reputation for integrity and professionalism, and she is a trusted advisor to her clients.

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Richard Pinder is a financial advisor who has been in the industry since 1983. Richard is registered as a broker and investment advisor in New York and several other states. Richard has a broad range of experience, specializing in financial planning, portfolio management for individuals and businesses, and selection of other advisors. Richard currently works with Lincoln Investment and Capital Analysts.

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Ronald E. Labella is a registered representative with Lincoln Investment. Ronald has been in the securities industry since November 7, 1994. Ronald holds the Series 6, Series 63 and SIE licenses. Ronald's firm, Lincoln Investment, offers a variety of financial services, including financial planning, portfolio management, and selection of other advisers. The firm's main office is located in Fort Washington, PA.

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