Thomas Falkner is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Legacy Financial Independent Advisors LLC, where he has worked since 2023, and previously worked at First Kentucky Securities Corporation and the University of Louisville. Outside of his advisory role, Falkner serves as a financial concepts coach at Southeast Christian Church and is president of Ad-Rack, Inc., a distribution services company. Legacy Financial Independent Advisors serves individuals, families, trusts, estates, businesses, and retirement plans by providing discretionary wealth management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach based on fundamental and technical analysis, with oversight of unaffiliated independent managers while acting in a fiduciary capacity.

Christopher Mccrea is a CFP® with 16 years of industry experience, currently serving as an advisor at Legacy Financial Independent Advisors LLC. He previously worked at First Kentucky Securities Corp for 13 years before joining Legacy Financial. Legacy Financial Independent Advisors serves individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans with discretionary wealth management, financial planning, and retirement-plan advisory services. The firm’s investment approach combines fundamental and technical analysis with internal due diligence, typically focusing on long-term holdings while maintaining flexibility to rebalance portfolios.

Bruce Mccrea is a financial advisor at Legacy Financial Independent Advisors LLC with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at First Kentucky Securities Corporation from 2005 to 2023 before joining Legacy Financial. Outside of his advisory role, he serves on the advisory committee of St Meinrad and is involved in horse ownership. Legacy Financial Independent Advisors LLC provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm uses a partner-led team approach and combines fundamental and technical analysis to construct long-term portfolios across various asset classes.

Zachary Gutermuth is a financial advisor with Legacy Financial Independent Advisors LLC in Louisville, KY. He holds a Series 65 designation and has been with Legacy Financial since 2025. Prior to joining the firm, he held various roles in industries including athletics and retail. Outside of financial advising, he works as a graphic designer for the IU Southeast Athletic Department. Legacy Financial Independent Advisors LLC provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and institutional plan sponsors. The firm uses a combination of fundamental and technical analysis to construct long-term portfolios and manages approximately $450.6 million across about 700 client relationships.

Sheree Bollinger is a financial advisor at Legacy Financial Independent Advisors LLC with 39 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at First Kentucky Securities Corp. for 18 years. Outside of her advisory role, she serves as Treasurer and Board Member for Green Hill Therapy and is a partner in a horse syndicate called Social Circle Stables LLC. Legacy Financial Independent Advisors LLC provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and institutional plan sponsors. The firm employs both fundamental and technical analysis to construct long-term portfolios and manages approximately $450 million across about 700 client relationships.

Bryan Mccrea is a financial advisor at Legacy Financial Independent Advisors LLC with 16 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for First Kentucky Securities Corp for 13 years. Outside of advising, Bryan is a minority shareholder in Shady Rays and owns horses, dedicating a small amount of time monthly to their care. Legacy Financial Independent Advisors serves individuals, families, businesses, and retirement plans by providing discretionary wealth management, financial planning, and retirement-plan advisory services. The firm employs a primarily long-term investment approach grounded in fundamental and technical analysis and manages roughly $484 million in discretionary assets with a six-adviser team.