Brandon Boyd is a financial advisor with Legacy Advisory Group, Inc in Santa Ana, CA, holding a Series 66 designation and 17 years of industry experience. He has worked at firms including LPL Financial LLC and Heritage Planning Financial Group. Outside of advisory services, Boyd is co-owner of Heritage Planning Financial Group, Inc, which provides tax preparation and accounting services. Legacy Advisory Group Inc offers discretionary portfolio management and advisory services to individuals, high-net-worth clients, retirement plans, and pension and profit-sharing plans. The firm employs a range of investment strategies and utilizes LPL Financial–sponsored program platforms, maintaining an Investment Committee to oversee portfolio models and implementation.

Larry Michaels is a financial advisor with Legacy Advisory Group, Inc. in Santa Ana, CA, holding Series 63 and Series 65 credentials and having 23 years of industry experience. He previously worked at Crown Capital Securities, LP for 12 years and is also involved with Accounting & Legal Network. Legacy Advisory Group, Inc. is a small independent registered investment adviser managing approximately $53 million for individuals, high-net-worth clients, and pension and profit-sharing plans. The firm offers ongoing portfolio management using a variety of analytical approaches and operates discretionary authority, with model portfolios reviewed internally and customized to client objectives.