Meet Our Planning Team

Kristen J. Sydney, JD*, CLU, ChFC, CFP®

Private Wealth Advisor

614.854.6672

Ms. Sydney's wealth advisory experience spans four decades in the areas of estate, business continuity, investment, charitable giving and insurance. She has authored numerous articles on advanced estate planning and is a frequent lecturer at investment industry meetings and seminars throughout the nation. Her professional philosophy is to "Serve first, last and always"SM, making her clients security her priority. As your advocate, she focuses on what is most important to you and the actions you must take to have the greatest opportunity towards achieving your goals. She will become the "guardian of your objectives".

Ms. Sydney received her undergraduate degree from the University of Michigan, her Chartered Life Underwriter's and Chartered Financial Consultant's designations from The American College. She graduated from Capital University College of Law with a Juris Doctorate in 1986. She has also received her CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning. In 2002, she was inducted into the Sam A. Chickerella "Hall of Fame" sponsored by the Society of Financial Service Professionals in Columbus, Ohio**.

*Licensed, not practicing.
**The Society of Financial Service Professionals Columbus, Ohio Chapter established the prestigious Hall of Fame Award in 1979 to honor those outstanding individuals in our industry who have shown leadership and dedication to the insurance profession. For details, please visit http://bit.ly/2jtRWuG.



Terry L. Sanders, CLU®, ChFC®

Private Wealth Advisor

614.854.6671

Mr. Sanders practice, which spans three decades, is client-centered and is built upon a philosophy of "Serve first, last, and always"SM. His focus is on helping clients build a financial plan uniquely tailored to their personal objectives for financial security and the preservation of the assets they have created. Specific areas of expertise include estate and business owner planning, investment and accumulation planning, and charitable planning and insurance.

Terry received his undergraduate degree from the University of Toledo in 1972. In 1985, he earned the CERTIFIED FINANCIAL PLANNER™ certification from the College for Financial Planning, and in 1991 he earned both the Chartered Life Underwriter and the Chartered Financial Consultant designations from the American College in Bryn Mawr, Pennsylvania.



RUSSELL G. JONES

Executive Director, Sagemark Consulting Private Wealth Services

  • Primary area of expertise is developing key concepts and strategies for the high net worth market.

  • Main platform speaker at the annual conference of the International Association of Financial Planning, the Allied Jewish Federation's Annual Estate Planning Forum, GAMA International's LAMP meeting, and numerous technical and internal Lincoln business management sessions.


  • DONNA L. ROWAN, J.D.*, LL.M., CLU®, ChFC®

    National Design/Advanced Planning Attorney

  • Expertise in the areas of personal and corporate income taxation, as well as estate, gift and trust taxation. Member of the Connecticut and American Bar Associations.

  • BA degree in English from State University of New York at Buffalo; J.D. from Western New England College School of Law; LL.M. (Taxation) from Boston University School of Law.


  • NASSER ALI, CFA, CFP®, AAMS, CMFC, CRPC

    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 Investment Management and Research and the Baltimore Security Analysts Society. Published an article in the Encyclopedia of World Terrorism entitled,"The Impact of 9/11 on the Global Economy."


  • ROBERT E. APPEL, J.D.*, LL.M., MBA

    Second Vice President of National Design/Advanced Planning

  • Member of the American and Connecticut Bar Associations.

  • B.S. degree (Accounting and Finance) from Central Connecticut State University; J.D. degree from the University of Bridgeport School of Law; M.B.A. (Finance) degree from the University of Connecticut; and LL.M. (Taxation) degree from Boston University School of Law.


  • JOSEPH FLYNN, J.D.*

    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 and The University of Connecticut School of Law.


  • 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 Administration for The University of Houston and a Bachelor's degree in Industrial Management from Purdue University. National speaker/trainer for Lincoln Financial Advisors.


  • TIMOTHY S. JOHNSON, J.D.*, 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 1981and graduated from Vanderbilt University School of Law. Holds a Series 7 registration.


  • DIANNA PARKER, CFP®

    Director of Planning

  • Primary area of expertise: Broad knowledge of complex estate planning, business succession planning and retirement planning concepts. Frequently hosts a variety of nationally disseminated educational sessions focused on current tax law and financial planning strategies.

  • Summa cum laude, Master's degree graduate from Southern Methodist University.