Robert Dineen

Lincoln Financial Advisors Corp. (LFA) is a registered broker-dealer headquartered in Fort Wayne, Indiana. The firm was founded in 1986 and formerly known as LNC Equity Sales Corp. They were acquired by Osaic, Inc. in 2024. LFA offers brokerage services to various investors.

Money Management Institute provides advice and professionally-managed investment solutions to individual and institutional investors. It provides advisory solutions through advocacy, educational initiatives, regulatory affairs, publications, data reporting and professional networking. The company was founded in 1997 and is headquartered in New York, NY.

Cetera Financial Group Inc. engages in the provision of brokerage and advisory services for financial professionals and institutions. Its portfolio of products include mutual funds, life insurance, stocks, bonds, fixed and variable annuity products, estate planning, college education planning, and cash management accounts. The company is headquartered in El Segundo, CA.

Aretec Group, Inc. is a holding company, which engages in the provision of integrated financial services focusing on retail investors. The company was founded on December 27, 2012 and is headquartered in El Segundo, CA.

Part of Lincoln National Corp., Lincoln Financial Network, Inc. provides financial advisory and planning solutions. The company is based in Morrisville, PA.

Arêtec, Inc. operates as a technology consulting firm. Its services include are Cyber Security, Enterprise IT, IT Management and Data Analytics. The company was founded by Steve Hiott in 2005 and is headquartered in Fairfax, VA.

First Eagle Holdings, Inc. provides asset management services. It offers investment management, mutual funds, financial planning and advisory services. The company was founded in 1937 and is headquartered in New York, NY.