David Gollner is a financial advisor at Legacy Advisory Group, Inc. with 43 years of industry experience. He holds a Series 63 designation and has been associated with Legacy Financial Strategies, Inc. since 2004. Outside of his advisory role, he serves as president of Legacy Educational Institute, Inc., a 501(c)(3) nonprofit that hosts a weekly Christian radio program. Legacy Advisory Group provides investment management and consulting services to pooled investment vehicles, institutional mandates, and individual clients. The firm combines traditional and alternative asset allocations with ongoing monitoring, due diligence on sub-advisors, and offers both discretionary and non-discretionary portfolio management.

Sherri Marini is a financial advisor at Legacy Advisory Group, Inc. with 19 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Legacy Advisory Group since 2009. Marini serves as an advisory board member for Watch This Phoenix Rise, a nonprofit focused on domestic violence and mental illness, and is also a board member of Legacy Educational Institute, an educational nonprofit. Legacy Advisory Group provides investment management, financial planning, and consulting services to individual investors, trusts, estates, and retirement accounts. The firm offers diversified portfolio construction, discretionary and non-discretionary management, and sponsors private pooled investment vehicles alongside insurance and accounting/tax-affiliated business lines.