Brenda Black is a financial advisor with Legacy Investment Partners, LLC, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has been with Legacy Investment Partners since 2004. In addition to her advisory role, she is an independent insurance agent for various independent insurance companies. Legacy Investment Partners serves high-net-worth and individual clients, including trusts, estates, and retirement accounts, offering investment supervisory services along with financial planning and 401(k) consulting. The firm employs active portfolio management based on fundamental analysis with additional cyclical and technical methods and provides ongoing monitoring and reallocation.

David Baker is a financial advisor at Legacy Investment Partners, LLC with 24 years of industry experience. He holds Series 63 and Series 65 designations. Outside of advisory work, he operates as an independent insurance agent for various companies. Legacy Investment Partners serves high-net-worth and individual clients, including trusts, estates, and retirement accounts, providing discretionary and non-discretionary investment supervisory services, financial planning, and 401(k) plan consulting. The firm employs active portfolio management based on fundamental analysis supported by cyclical and technical methods, and it offers a wrap-fee Managed Accounts Program alongside prime brokerage access for qualifying clients.

David Goeglein is a CFA® charterholder and holds a Series 65 license with 15 years of industry experience. He has been with Legacy Investment Partners, LLC since 2010, working at the Overland Park, KS firm which he helped develop over a 16-year tenure. Legacy Investment Partners primarily serves high-net-worth and individual clients, including trusts, estates, and retirement accounts, offering discretionary and non-discretionary investment supervisory services along with financial planning and 401(k) plan consulting. The firm uses an active portfolio management approach grounded in fundamental analysis, supplemented by cyclical and technical techniques, and manages roughly $403 million in client assets across a three-advisor team.