Our Team

About Us

We are a group of smart and friendly financial advisors who are dedicated to helping you improve your financial well-being. We look forward to meeting you!

Adam Pearce

Adam Pearce, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

(877) 469-7377

adam@retirement-professionals.com

Robert Horstman, CFP®

Robert Horstman, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

877-469-7377

robert.horstman@retirement-professionals.com

Jake Marty, CFP®

Jake Marty, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

jmarty@lincolninvestment.com

Peggie Pellham

Peggie Pellham

Financial Advisor

ppellham@lincolninvestment.com

Nicole Meehan

Nicole Meehan

Senior Registered Associate, Client Services

(877) 469-7377

nicolemeehan@legendequities.com

Karena Schwenk

Karena Schwenk

Financial Advisor - KS Advisory

KSCHWENK@LINCOLNINVESTMENT.COM

David Davodi

David Davodi

Investment Adviser Representative

David@CornerstoneofAz.com

Michael Renner

Michael Renner

Investment Adviser Representative

(877) 469-7377

mrenner@lincolninvestment.com

Jeffrey Wilhelms

Jeffrey Wilhelms

Investment Adviser Representative

(877) 469-7377

jwilhelms@LincolnInvestment.com

Ira Tweed

Ira Tweed

Financial Advisor

itweed@lincolninvestment.com

Clifford T. Hudson

Clifford T. Hudson

Financial Advisor

(877) 469-7377 ext 810

(877) 469-7377

chudson@lincolninvestment.com

Robert Cates

Robert Cates
CA Insurance Lic #0799839

Financial Advisor

(877) 469-7377

rcates@lincolninvestment.com

Darr Allen

Associate

Michael Wallace

Michael Wallace

Investment Adviser Representative

mwallace@lincolninvestment.com

ARIZONA

Adam Pearce

Adam Pearce, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

(877) 469-7377

adam@retirement-professionals.com

Robert Horstman, CFP®

Robert Horstman, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

877-469-7377

robert.horstman@retirement-professionals.com

Jake Marty, CFP®

Jake Marty, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

jmarty@lincolninvestment.com

Peggie Pellham

Peggie Pellham

Financial Advisor

ppellham@lincolninvestment.com

Nicole Meehan

Nicole Meehan

Senior Registered Associate, Client Services

(877) 469-7377

nicolemeehan@legendequities.com

David Davodi

David Davodi

Investment Adviser Representative

David@CornerstoneofAz.com

Michael Renner

Michael Renner

Investment Adviser Representative

(877) 469-7377

mrenner@lincolninvestment.com

Jeffrey Wilhelms

Jeffrey Wilhelms

Investment Adviser Representative

(877) 469-7377

jwilhelms@LincolnInvestment.com

Clifford T. Hudson

Clifford T. Hudson

Financial Advisor

(877) 469-7377 ext 810

(877) 469-7377

chudson@lincolninvestment.com

California

Karena Schwenk

Karena Schwenk

Financial Advisor - KS Advisory

KSCHWENK@LINCOLNINVESTMENT.COM

Ira Tweed

Ira Tweed

Financial Advisor

itweed@lincolninvestment.com

Adam Pearce

Adam Pearce, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

(877) 469-7377

adam@retirement-professionals.com

Nicole Meehan

Nicole Meehan

Senior Registered Associate, Client Services

(877) 469-7377

nicolemeehan@legendequities.com

Robert Cates

Robert Cates
CA Insurance Lic #0799839

Financial Advisor

(877) 469-7377

rcates@lincolninvestment.com

Michael Renner

Michael Renner

Investment Adviser Representative

(877) 469-7377

mrenner@lincolninvestment.com

Bay Area - California

Karena Schwenk

Karena Schwenk

Financial Advisor - KS Advisory

KSCHWENK@LINCOLNINVESTMENT.COM

David Davodi

David Davodi

Investment Adviser Representative

David@CornerstoneofAz.com

Carolinas

Robert Horstman, CFP®

Robert Horstman, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

877-469-7377

robert.horstman@retirement-professionals.com

Alaska

Clifford T. Hudson

Clifford T. Hudson

Financial Advisor

(877) 469-7377 ext 810

(877) 469-7377

chudson@lincolninvestment.com

Jeffrey Wilhelms

Jeffrey Wilhelms

Investment Adviser Representative

(877) 469-7377

jwilhelms@LincolnInvestment.com

Michael Renner

Michael Renner

Investment Adviser Representative

(877) 469-7377

mrenner@lincolninvestment.com

NEVADA

Adam Pearce

Adam Pearce, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

(877) 469-7377

adam@retirement-professionals.com

David Davodi

David Davodi

Investment Adviser Representative

David@CornerstoneofAz.com

Nicole Meehan

Nicole Meehan

Senior Registered Associate, Client Services

(877) 469-7377

nicolemeehan@legendequities.com

Ohio

Adam Pearce

Adam Pearce, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

(877) 469-7377

adam@retirement-professionals.com

Jake Marty, CFP®

Jake Marty, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

jmarty@lincolninvestment.com

Nicole Meehan

Nicole Meehan

Senior Registered Associate, Client Services

(877) 469-7377

nicolemeehan@legendequities.com

Tennessee

Adam Pearce

Adam Pearce, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

(877) 469-7377

adam@retirement-professionals.com

Nicole Meehan

Nicole Meehan

Senior Registered Associate, Client Services

(877) 469-7377

nicolemeehan@legendequities.com

Robert Cates

Robert Cates
CA Insurance Lic #0799839

Financial Advisor

(877) 469-7377

rcates@lincolninvestment.com

Texas

Peggie Pellham

Peggie Pellham

Financial Advisor

ppellham@lincolninvestment.com

Adam Pearce

Adam Pearce, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

(877) 469-7377

adam@retirement-professionals.com

Robert Horstman, CFP®

Robert Horstman, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

877-469-7377

robert.horstman@retirement-professionals.com

Virginia

David Davodi

David Davodi

Investment Adviser Representative

David@CornerstoneofAz.com

Robert Horstman, CFP®

Robert Horstman, CFP®

CERTIFIED FINANCIAL PLANNER™ Professional

877-469-7377

robert.horstman@retirement-professionals.com