John Kelley is a CFP® professional with 24 years of experience in financial advising, currently serving at Financial Legacy Management, Inc. in Little Rock, AR, where he has worked since 2005. In addition to his advisory role, he is involved in payroll services. Financial Legacy Management, Inc. provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using passive index and exchange-traded funds as core holdings, supplemented by active managers when appropriate, and operates strictly on a fee-only basis without selling financial products or accepting commissions.

Alvin Rogers II is a Certified Financial Planner® with 23 years of industry experience, currently with Financial Legacy Management, Inc. in Little Rock, Arkansas, where he has worked for 20 years. He holds the Series 66 license and focuses on comprehensive financial planning and investment management. Financial Legacy Management, Inc. provides personalized, fee-only financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses, managing approximately $155 million for about 350 clients. The firm employs a strategic asset-allocation approach that combines passive index and ETF core holdings with selective active funds and offers multiple engagement models including ongoing portfolio management and standalone financial planning.

Margaret Logue is a financial advisor at Financial Legacy Management, Inc. in Little Rock, AR, with 28 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for LPL Financial, LLC from 2006 to 2024. Financial Legacy Management, Inc. provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using passively managed index and exchange-traded funds combined with selective active management, operating strictly on a fee-only basis without selling financial products or accepting commissions.

Robin Show is a financial advisor at Financial Legacy Management, Inc. in Little Rock, AR, holding a Series 65 designation. Prior to joining the firm in 2024, Show worked for ten years at the Department of Finance and Administration. Financial Legacy Management, Inc. provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach focused on passively managed index and exchange-traded funds, supplemented by active managers when appropriate, and operates on a strictly fee-only basis without accepting commissions or selling financial products.