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Robert E. Appel
J.D.*, LL.M., MBA

Senior Vice President of National Design/ Advanced Planning

Contact

Office: 724-834-8100

Fax: 724.834.8109

One Northgate Square

2nd Floor

Greensburg, PA 15601

regina.beatty@lfg.com

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Securities: AR, CA, DC, FL, GA, IL, IN, MD, MO, NY, NC, OH, OK, PA, SC, TX, VA, WA, WV

Insurance: FL, OH, PA, VA, WV

Regina Beatty and Julian Grubbs are registered representatives of Lincoln Financial Advisors Corp. Unless otherwise identified, registered associates on this website are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (Member SIPC), and a registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies and state variations thereof. Lincoln Financial Group is the marketing name for Lincoln National Corporation and its affiliates. Firm disclosure information available at www.LFG.com.

*Associated persons of Lincoln Financial Advisors Corp. who hold a JD and/or CPA license do not offer tax or legal advice on behalf of the firm.

Heritage Financial Consultants, LLC is not an affiliate of Lincoln Financial Advisors Corp. CRN-3386069-123020

See Lincoln Financial Advisors (LFA’s) Form CRS Customer Relationship Summary, available here, for succinct information about the relationships and services LFA offers to retail investors, related fees and costs, specified conflicts of interest, standards of conduct, and disciplinary history, among other things. LFA’s Forms ADV, Part 2A, which describe LFA’s investment advisory services, Regulation Best Interest Disclosure Document, which describes LFA’s broker-dealer services, and other client disclosure documents can be found here.

Account Access

regina.beatty@lfg.com

julian.grubbs@lfg.com

Mailing Address:

One Northgate Square, 2nd Floor

Greensburg, PA 15601

Florida Location:

6151 Lake Osprey Drive, Ste 300

Sarasota, FL 34240

Robert E. AppelJ.D.*, LL.M., MBA

Senior Vice President of National Design/ Advanced Planning

Robert E. Appel
J.D.*, LL.M., MBA