Jim Martin Elected Chairman of the Board
16 May 2019

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 2019 Annual Meeting. The Resource Group (TRG) is a nationwide network of top advisors within LFN dedicated to advancing practice development among advisors and to industry-leading service to clients.

Effective as of the May 6th Annual Meeting, the TRG Board of Directors consists of the following advisors, all affiliated with LFN’s independent broker-dealer Lincoln Financial Advisors (LFA).

  • Jim Martin – Chairman of the Board
  • Phil Moshier – Immediate Past-Chairman of the Board
  • Alex Harrison– Vice Chairman and Investment Committee Chair
  • Pete Giaccio – Chief Executive Officer
  • Logan Waters – Practice Evolution Committee Chair
  • Regina Beatty – Financial Planning Committee Chair
  • Dianna Parker – Annual Meeting Committee Chair
  • Jeff Cohen – Market Access Committee Chair
  • Ryan Haag – Insurance Committee Chair
  • Roberto Duran – Retirement Plan Services (RPS) Chair
  • Caragh Fahy – Marketing Committee Chair
  • Ryan Baker – Technology Committee Chair
  • Lou McCraw – Practice Management Committee Chair
  • Kevin Best – Compliance Committee Co-Chair
  • Anne Machesky – Consultant to the TRG Board
  • Celeste Gurule – Board Liaison (Field Leadership)
  • Hilary Dietz – Executive Director

“This annual gathering reinforces our ‘Serve First’ philosophy, as we bring together top advisors from around the country to share best practices and support each other for the benefit of our clients and our industry,” said Board Chairman Jim Martin. “The partnership between LFA and The Resource Group allows us to provide industry-leading resources and technology to ultimately deliver exceptional experiences for clients.”

LFN also announced that Paul Gydosh, Dan Whittenburg, Craig Bartlett, Derek Ferriera, Karl Brantley and Darrin Shallcross have retired from the TRG Board after many years of dedicated service. 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 and 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 March 31, 2019. Lincoln Financial Group is a committed corporate citizen included on major sustainability indices including the Dow Jones Sustainability Index North America and FTSE4Good. Additionally, Lincoln is dedicated to upholding a diverse and inclusive organization and was recognized by Forbes as one of the Best Large Employers, Best Employers for Diversity, and Best Employers for Women and received a perfect score of 100 percent on both the Corporate Equality Index and Disability 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.



Reena Arora-Sánchez
(484) 241-8448