Lincoln Investment is proud to be ranked #5 for the most female financial advisors in the independent broker-dealer space (2023 Financial Planning’s Independent Broker-Dealer list ranking*). We are committed to supporting women in the financial services industry and encourage them to grow as financial professionals and industry leaders. Our ongoing
initiatives include:

Women’s Impact Network (WIN) – Formed in 2018, WIN provides Lincoln’s female financial professionals with the opportunity to support, coach and exchange powerhouse ideas with each other through monthly huddles, a dedicated LinkedIn group and the annual WIN Summit.

“One woman can make a difference but together we can ROCK
the world.”

Women in Financial Services – Our series of articles highlights Lincoln’s female financial professionals and executives sharing their insights and experiences to inspire other women in the industry.


We are proud of our female financial professionals who were awarded the NTSA Elite Award in 2023:** Kelly Larkin, Jennifer Prosise and Rian Steinbiss and honored nominee, Suzanne Conran. We are fortunate to have a long history of female Elite Award winners including Kathy Cawley, Virginia Harriett, Sara McGrath, Lisa Tursi and Christina Winters. Two of our female financial professionals have also received the Richard Ford Volunteer Service Award, Donna Caloia (2020) and Tamara Indianer (2021).

Lincoln’s commitment to providing opportunities for female financial professionals to connect, learn and grow helps strengthen and support the current and future generation of women in the industry.

Visit to learn more.

*Issued September 12, 2023, the annual IBD Elite ranking of the largest independent broker-dealers in wealth management conducted by Financial Planning contains data on 45 firms that generated more than $41 billion in combined revenue in 2022.Firms do not pay a fee to Financial Planning in exchange for inclusion in the Financial Planning IBD Elite ranking list.
**The NTSA Elite Advisor Award is an annual member recognition program that has been established to honor advisors who have helped shape best practices in serving clients in the 403(b) and/or 457 retirement industry. The Award Judging Committee (AJC) reviews fully redacted files as they collaborate on their unanimous decisions. Factors for eligibility include NTSA membership tenure (with annual dues paid), active years servicing 403(b), 457 and non-profit plans, a minimum number of client assets, securities and insurance licensing, and good standing with the SEC and FINRA.
Awards are not indicative of future performance.Working with an award winner is no guarantee of future financial success. Individuals should conduct their own evaluation.

601 Office Center Drive | Suite 300 | Fort Washington, PA 19034
Advisory services offered through Capital Analysts or Lincoln Investment Registered Investment Advisers. Securities offered through Lincoln Investment Broker-Dealer Member FINRA/SIPC

The National Tax-deferred Savings Association (NTSA), an affiliate organization of the American Retirement Association (ARA), is a non-profit professional society. The materials contained herein are intended for instruction only and are not a substitute for professional advice. Copyright © 2023. National Tax-deferred Savings Association (NSTSA). All rights reserved.

  AD367 11/23