A founding member of the Lincoln-Ross Wealth Management Group of Wells Fargo Advisors, Don Lincoln focuses his practice on corporate retirement plans and nonprofit organizations, providing strategic guidance to help institutions and their participants achieve long-term financial success.

Don began his career in the financial services industry in 1996 with A.G. Edwards & Sons, Inc., a predecessor firm to Wells Fargo Advisors. With decades of experience, he brings deep knowledge in retirement plan design, investment strategy, and fiduciary best practices.

He holds a Bachelor of Arts in Political Science from the University of California, Los Angeles (UCLA), and a Master of Divinity (M.Div.) from United Theological Seminary in Dayton, Ohio. Don earned the prestigious Certified Investment Management Analyst^® (CIMA^®) designation in conjunction with the Investments & Wealth Institute (formerly IMCA) and The Wharton School at the University of Pennsylvania. He is also a CERTIFIED FINANCIAL PLANNER^® professional and holds FINRA Series 7, 63, and 65 securities registrations.

Outside of his professional work, Don is deeply committed to community involvement and personal excellence. He is an active volunteer with Ainsley’s Angels, an organization that matches endurance athletes with children and individuals with special needs, enabling them to participate in endurance events such as half marathons and triathlons. An accomplished endurance athlete himself, Don is a competitive triathlete and a member of USA Triathlon’s Age Group Team USA, having represented the United States in three World Championship competitions.

Don maintains a strong connection to his alma mater as a member of the Chancellor’s Associates at UCLA. He is also an active member of La Jolla United Methodist Church, reflecting his ongoing commitment to faith and community.

It is both an honor and a privilege to serve a select group of individuals, families, and business owners, helping them design and implement thoughtful, comprehensive wealth management strategies. My approach begins with listening—gaining a deep understanding of each client’s current circumstances, past experiences, and long-term aspirations. I believe that financial decision-making is shaped equally by logic and emotion. By combining patience, perspective, and disciplined guidance, I help clients navigate both—providing clarity in complex situations and confidence in the decisions we make together. I strive to deliver advice that is objective and grounded in a conservative, cost-conscious philosophy designed to preserve and grow wealth over time.

As part of the Lincoln-Ross Wealth Management Group at Wells Fargo Advisors, I work closely with clients on investment management and goals-based planning to help align their financial resources with what matters most.

Prior to joining Wells Fargo Advisors, I served as a Private Client Banker at JPMorgan Chase Bank, N.A. I was also a founding partner of Jewish Values Investment Funds, a Registered Investment Advisor focused on aligning investment opportunities with Jewish values—supporting the growth of the Israeli economy while giving back to the community through a single, purpose-driven investment vehicle. 

I earned my MBA and a Certificate in Financial Planning from Pepperdine University’s Graziadio School of Business and Management.

Family is at the center of everything I do and serves as a constant reminder of the deeper purpose behind my work. Outside the office, I enjoy spending time with my wife, Jenna, and our children, Jonah and Maya—whether on the golf course, at the beach, or simply making the most of time together.

Cherry Del Mundo is an accomplished financial services professional with over a decade of progressive operational and managerial experience across leading financial institutions. Cherry has consistently demonstrated the ability to enhance operational efficiency, strengthen regulatory adherence, and deliver an elevated, client-centric service experience within fast-paced and highly regulated environments.

Prior to joining the team, Cherry successfully managed three offices across San Diego County, where Cherry was responsible for overseeing daily operations, implementing process improvements, and ensuring full compliance with bank policies and regulatory standards. Cherry plays an integral role in supporting advisors and enhancing the overall client experience by helping seamless execution, precision, and responsiveness across all service and operational functions. Demonstrating a continued commitment to professional growth and technical expertise, Cherry is currently pursuing the FINRA Series 7 exam. This advancement will help to position Cherry to support more complex client needs and contribute meaningfully to the continued growth and sophistication of brokerage and wealth management services.

Beyond professional responsibilities, Cherry is deeply committed to community involvement, actively participating in beach clean-up initiatives and volunteering time to support organizations that provide meals to underserved populations. In personal time, Cherry enjoys exploring new restaurants and creating food reviews, as well as practicing aquascaping of freshwater aquariums, reflecting a strong appreciation for creativity and discipline. Cherry also values time spent with beloved dogs, Olive and Crumbs.