Financial Planning Center of Excellence Team

Eli Vottero, RSSA 

Financial Planning Support Consultant

Eli joined Lincoln Investment in 2018 as a Financial Analyst and transitioned to the Practice Management team in 2022. He has 10 years of experience in various capacities in the financial services industry, including financial operations, forecasting, financial modeling, practice analytics as well as financial planning.

Eli graduated from Immaculata University with a B.S. in Finance and Business Administration. He passed the CFP® Exam in 2022, and he currently holds his FINRA Series 7 & 66 securities registrations and Pennsylvania life/health insurance licenses.

Frank Rosala, CFP® 

Financial Planning Coordinator

Frank joined Lincoln Investment in January 2022 and comes with 25 years of experience in the financial services industry, including being a Financial Advisor with Merrill Lynch and Smith Barney and a Regional Sales Director for Prudential Annuities. He also trained and educated advisors on retirement planning and investment products, regularly conducting continuing educations seminars and webinars.

Frank graduated from Villanova University with a B.A. in Finance. He currently holds his FINRA Series 7 & 66 securities registrations. In 2018, he obtained his CERTIFIED FINANCIAL PLANNER® certification.

Joe DiCriscio, CFP® 

Financial Planning Consultant

Joe joined Lincoln Investment in January 2022 as a Financial Planning Support Consultant. He is a graduate of the Rutgers School of Business with a Bachelor’s of Applied Science in Finance and is pursuing his MBA from the Fox School of Business at Temple University. In addition, Joe has received his FINRA Series 7 and 66 securities registrations and his Life & Health Insurance license.

Joe joins us from Wealth CMT, where he served as a Financial Planning Analyst generating wealth plans for clients by projecting cost-of-living, income(s), assets, liabilities and insurances in accordance with a clients’ goals, objectives and milestones. He also worked for Lincoln Financial Group assisting advisors nationwide on products, procedures, new business, cashiering, transfer of assets and trading.