Broker Check

The Kennedy Team

Nicholas D. Kennedy, CFP®, CRPC®

Financial Planner

724-940-6340

724-940-6302

nicholas.kennedy@lfg.com

In 2013 Nic started his independent financial planning practice with FamilyWealth Management Group, leveraging over five years of training and experience with one of the five largest banks in the United States. As a CERTIFIED FINANCIAL...

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Kelly L. Kennedy, CRPC®

Financial Planner

724-940-6317

724-940-6302

Kelly.Kennedy@LFG.com

Kelly joined Family Wealth Management Group, LLC (“FWMG”) in 2010 and after completing her advanced education working in Lincoln’s National Planning Department, she quickly became an integral part of the overall FWMG...

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Ben T. Huddle, CFP®, MBA, CRPC

Director of Financial Advisory Services

Ben's 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. He has a Masters in...
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John M. Kovel, CFP®

Director of Planning

John joined Lincoln Financial Advisors in July of 1999. He provides a depth of understanding and experience in wealth accumulation, preservation and distribution planning disciplines. In 2004, John obtained his CFP® certification...

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Nasser Ali CFA, CFP®, AAMS®, CMFC®, CRPC®

Director of Financial Advisory Services

Nassar Ali, Director of Financial Advisory Services for Lincoln Financial Advisors, is experienced in tailored investment strategies, with prior experience as a portfolio manager responsible for managing customized investment...

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Robert A. Studin, J.D.*, CPA*, CFP®, CLU®, CRPC, ChFC®

Executive Director, Financial Advisory Services

Robert Studin is the Executive Director of Financial Advisory Services for Lincoln Financial Advisors/Sagemark Consulting. He has been with Lincoln since 1994. Prior to joining Lincoln, Rob was a Partner with Berk, Patterson, PC,...

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Robert E. Appel, J.D., LL.M, M.B.A.

Second Vice-President of National Design/Advanced Planning Attorney

Bob is Second Vice President of National Design/Advanced Planning. Bob joined Lincoln National Life Insurance Company in January 1998, as a result of the Connecticut General Life Insurance Company acquisition. Prior to joining...

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Timothy S. Johnson, J.D.*, CRPC

Chief Investment Strategist

Tim is Chief Investment Strategist for Lincoln Financial Advisors / Sagemark Consulting. Specialties include fixed-income, equity allocations, alternative investments and affluent wealth management. He serves as Chairman of both the...

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