Our Team

A Dedicated Team Working For You

We believe in the Lincoln Financial Advisors "Serve First, Last and AlwaysSM" philosophy. We believe long-term relationships are more important than short-term gains, and will never sacrifice the former for the latter.

Conviction is what we do; the courage to get our clients to take action; competency based on continuing education and training; bringing national resources together in a team that will benefit each client; and communication that builds understanding and trust - these are the qualities of our "Serve First" philosophy.  And these are the commitments we make to each of our clients.

Lawrence C. Barrett, CLU, ChFC, AEP®


Lawrence has over 50 years of experience in sales and the financial services industry. He is a member of Sagemark Consulting Private Wealth Services* specializing in providing comprehensive estate, business succession, retirement and investment planning for high net worth individuals.

Lawrence has a passion for and has built a specialty niche in the Independent Pharmacy arena dating back to the late 1970s. He founded Independent Pharmacy Consulting Group in the 1990s and since has worked with hundreds of pharmacies. He works with Cardinal Health/Leader Drug Stores to provide Financial, Estate and business succession planning for their Independent Pharmacy Network. He has been a keynote continuing education speaker for the Cardinal Health Retail Business Conference for over 19 years in addition to speaking at several state pharmacy associations along with meetings of National Community Pharmacists Association, United Drug and American Associated Pharmacies.

In 1971, Lawrence received his Bachelor of Science in Business Management and Marketing from Ohio Northern University. He received the Distinguished Alumni Award in 1997.

He holds his FINRA Series 24, Series 63 and Series 1 (7) securities registrations. He also maintains the Ohio Life, Accident/Health Insurance and Annuity license.

Lawrence lives in Solon, Ohio and is married to his wife Toni. They have two daughters Dorian and Camille, and has two grandsons, Leo and Reed.

To learn more about Lawrence, click here.


Melina Merrill, Practice Coordinator


Melina has been in the financial services industry since 1990.  She was with Lincoln Financial Advisors for 14 years, then moved on to specialize in  compliance and retirement plans with Vantage Financial Group, and then banking with Key Bank and Chase Bank for several years.  She rejoined Lincoln Financial as a Practice Coordinator in 2018.

Melina graduated from Notre Dame College in Cleveland with an Associates Degree in Business Administration and has her FINRA Series 7 and 63 securities registrations, as well as Ohio Life, Accident/Health  Insurance and Annuity license.

Melina is married, has two grown children, lives in Twinsburg, OH and enjoys traveling, hiking, yoga, and cooking.