PHILADELPHIA--(BUSINESS WIRE)--Lincoln Financial Network (LFN), the retail wealth management affiliate of Lincoln Financial Group (NYSE:LNC), today announced the results of The Resource Group’s 2018 Annual Meeting. The Resource Group (TRG) is a nationwide network of top advisors within LFN, dedicated to advancing practice development among advisors and industry-leading service to clients.
Effective as of the Annual Meeting on April 27th, the TRG Board of Directors consists of the following advisors, all affiliated with LFN’s independent broker-dealer, Lincoln Financial Advisors (LFA):
- Chairman of the Board – Phil Moshier
- Immediate Past-Chairman of the Board – Paul Gydosh
- Vice Chairman and Practice Evolution Committee Chair – Jim Martin
- Chief Executive Officer – Pete Giaccio
- Insurance Committee Chair – Ryan Haag
- Retirement Plan Services (RPS) Chair – Karl Brantley
- Market Access Committee Chair – Derek Ferriera
- Executive Consulting Committee Chair – Craig Bartlett
- Annual Meeting Committee Chair – Dianna Parker
- Compliance/DOL Committee Chair – Kevin Best
- Marketing Committee Chair – Regina Beatty
- Financial Planning Committee Chair – Dan Whittenburg
- Investment Committee Chair – Alex Harrison
- Practice Management Committee Chair – Lou McCraw
- Technology Committee Chair – Darrin Shallcross
- Board Liaison (Field Leadership) – Celeste Gurule
“To truly differentiate yourself in the market, financial advisors need access to significant resources and intellectual capital to provide the most comprehensive service and support for clients’ unique financial needs,” said Board Chairman Phil Moshier. “LFA and The Resource Group bring together best-in-class specialists, focused across different disciplines and with significant relationships in their respective markets – to support advisors in serving their clients’ best interests and helping them achieve their financial goals.”
LFN also announced that Jeff Nelson and Anne Machesky have retired from the TRG Board after many years of dedicated service. Anne Machesky will continue to support the Board as a consultant. The Board thanks them for their significant contributions to support TRG’s mission and impact on advisors and their clients.
About The Resource Group
The Resource Group (TRG) is an invitation-only nationwide network of the top 200 planners within LFN’s independent broker-dealer, Lincoln Financial Advisors (LFA). The goal of TRG is to collaborate, share intellectual capital – including financial planning expertise, resources, networking opportunities, and practice management strategies – to help drive practice development among advisors and provide industry-leading service to clients.
About Lincoln Financial Network
Lincoln Financial Network is the marketing name for the retail sales and financial planning affiliates of Lincoln Financial Group and includes Lincoln Financial Advisors Corp. and Lincoln Financial Securities Corp., both members of FINRA and SIPC. Consisting of approximately 8,900 representatives, agents, and full-service financial planners throughout the United States, Lincoln Financial Network professionals can offer financial planning and advisory services, retirement services, life products, annuities, investments, and trust services to affluent individuals, business owners, and families. Lincoln Financial Group is the marketing name for Lincoln National Corporation (LNC) and its affiliates. Find us on LinkedIn, Facebook, Twitter, and YouTube.
About Lincoln Financial Group
Lincoln Financial Group provides advice and solutions that help empower people to take charge of their financial lives with confidence and optimism. Today, more than 17 million customers trust our retirement, insurance and wealth protection expertise to help address their lifestyle, savings and income goals, as well as to guard against long-term care expenses. Headquartered in Radnor, Pennsylvania, Lincoln Financial Group is the marketing name for Lincoln National Corporation (NYSE:LNC) and its affiliates. The company had $253 billion in assets under management as of December 31, 2017. Lincoln Financial Group is a committed corporate citizen and was named one of the Forbes Best Employers for 2017, is a member of the Dow Jones Sustainability Index North America, and received a perfect score of 100 percent on the 2018 Corporate Equality Index. Learn more at: www.LincolnFinancial.com. Follow us on Facebook, Twitter, LinkedIn, and Instagram. Sign up for email alerts at http://newsroom.lfg.com.
