Todd Iglehart is a financial advisor at Family Legacy Financial Solutions, LLC in Cary, NC, with 9 years of industry experience. He holds a Series 66 designation and has worked at Cambridge Investment Research Advisors, Inc. and Mindlance prior to his current role. In addition to his advisory work, he is involved as an independent insurance agent selling health and life products and serves as CFO of an affiliated tax consultancy, Family Legacy Tax Solutions. Family Legacy Financial Solutions primarily serves families planning for and transitioning into retirement, providing financial planning, discretionary investment management, and insurance product recommendations. The firm integrates proprietary risk assessment tools with actively managed model portfolios and operates an affiliated tax-preparation business alongside its licensed insurance services.

Zackary Budzik is a financial advisor at Family Legacy Financial Solutions, LLC in Cary, NC, holding Series 65 and Series 63 licenses with one year of industry experience. Before joining Family Legacy, he was associated with Fidelity Investments and has experience working with the Carolina Mavericks Baseball Club. Family Legacy Financial Solutions serves individual and high-net-worth families, focusing on retirement planning and transitions. The firm employs an active, model-based investment approach using a proprietary risk-tolerance system and offers financial planning, discretionary investment management, insurance, annuity sales, and affiliated tax-preparation services.

Michael Lewis is a CFA® charterholder with 27 years of industry experience. He is currently a financial advisor with Family Legacy Financial Solutions, LLC and has previously worked at Cambridge Investment Research Advisors and BNY Mellon Capital Markets. Lewis serves on the board of the American Red Cross of Eastern North Carolina. Family Legacy Financial Solutions serves individual and high-net-worth families, focusing on retirement planning and transitions. The firm offers financial planning, discretionary investment management, and licensed insurance sales, utilizing an active, model-based investment approach supported by proprietary risk-tolerance systems.

Avery Knowles is an advisor at Family Legacy Financial Solutions, LLC with a Series 65 designation and one year of industry experience. Prior to joining Family Legacy, Avery worked at Modern Woodman and the Academic Achieve Center UNGC. Family Legacy Financial Solutions serves individual and high-net-worth families, focusing on households planning for and transitioning into retirement. The firm employs an active, model-based investment approach using a proprietary risk-tolerance system and offers financial planning, discretionary investment management, and licensed insurance and annuity sales.

Joshua Stubbolo is a CFP® with 10 years of industry experience, currently serving as an advisor at Family Legacy Financial Solutions, LLC since 2021. He previously worked at Cambridge Investment Research Advisors, Inc. and Cambridge Investment Research, Inc. from 2016 to 2021. Outside of his advisory role, he organizes a local networking group through Triangle Tech Net LLC and leads an affiliated tax consultancy, Family Legacy Tax Solutions, as CEO and managing partner. Family Legacy Financial Solutions primarily serves families planning for and transitioning into retirement, offering financial planning, discretionary investment management, and insurance product recommendations. The firm uses a combination of proprietary risk assessment tools and actively managed portfolios, and operates an affiliated tax-preparation business alongside its insurance services.