Broker Check

Planning Department

Ben T. Huddle, CFP®, MBA, CRPC

Director of Financial Advisory Services

Areas of expertise: the development, training, and implementation of fee-based financial planning within the firm including the integration of the investment and comprehensive financial planning processes. Masters in Business...

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Gregory W. Butler, ChFC®, CFP®, CLU®

Director of Financial Advisory Services

Areas of expertise include comprehensive financial, estate and business owner planning, and employee benefits. Graduated from Connecticut State University with a Bachelor of Arts degree in Economics. Served on the Board of Directors of...

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James Landry

National Financial Planning Team

James has worked in the securities and financial planning business since 1996. As a member of the National Financial Planning team, James provides Investment and Insurance product knowledge, and Estate Planning Support and training to...

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John M. Kovel, CFP®

Senior Consultant - Advisory Technical Services

Joined Lincoln Financial Advisors in July of 1999 as a Case Manager. He has fine-tuned his skills in the wealth accumulator, estate and business owner planning disciplines. In 2004, John obtained his CFP® certification and in 2010...

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Joseph Flynn, JD

Design Attorney

Primary area of expertise: Advising Lincoln financial planners and their clients on a wide variety of estate planning and business succession issues with a particular emphasis on the family owned business. Graduate of Yale University...

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Nasser Ali

Director of Financial Advisory Services

Prior experience as a portfolio manager responsible for managing customized investment portfolios totaling close to $400 million. Bachelor of Science degree in Finance from the University of Maryland. Member of the Association of...

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Rich E. Austin

Director of Financial Advisory Services

Primary area of expertise: Advising high net worth clients, with an average net worth over $10 million dollars, on investment, estate, charitable, and business owner planning alternatives. Has conducted seminars for financial...

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Robert E. Appel, JD, LL.M., MBA

Second Vice President of National Design/Advanced Planning

Listed in numerous sections and editions of Who's Who (including Who's Who in American Law and Who's Who in the World) and member of the American and Connecticut Bar Associations. BS degree (Accounting and Finance) from Central...

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Timothy S. Johnson, JD, CRPC

Chief Investment Strategist

Areas of expertise include fixed-income, equity allocations, alternative investments and affluent wealth management. BA in Political Science from Lipscomb University in 1981 and graduated from Vanderbilt University School of Law. Holds...

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