Alan Stephenson is a financial advisor at Legacy Wealth Concepts with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Planners Financial Services and Stephenson Financial. Outside of finance, he is involved in several entrepreneurial ventures, including ownership roles in a handyman service and heating and air companies, and serves on the board of Polygon Health as Chief Patient Officer. Legacy Wealth Concepts offers portfolio management, financial planning, and related wealth services to individuals, trusts, charitable institutions, and foundations. The firm combines fiduciary advisory and commissionable distribution roles through its affiliated broker-dealer and insurance appointments, managing approximately $64.8 million with a focus on customized investment strategies and ancillary services such as tax preparation and ongoing planning.

Carl Benedict is a CFP® with 43 years of industry experience, currently serving at Legacy Wealth Concepts in Baton Rouge, LA. He has held roles with BD Wealth Advisors and Louisiana College Board of Trustees, and has been involved in various business activities including tax preparation and serving on the Board of Election Supervisors. Legacy Wealth Concepts provides portfolio management and financial planning services to individual investors, trusts, charitable institutions, and other entities. The firm combines fee-based advisory with brokerage and insurance services, managing approximately $64.8 million with a focus on non-discretionary, customized investment solutions.

Lynella Devillier is a financial advisor at Legacy Wealth Concepts with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with multiple firms, including Orion Communications, Inc. and Benedict Wealth Management, LLC. Outside of her advisory work, she is involved in a workforce management software company serving first responders and municipal governments. Legacy Wealth Concepts provides portfolio management, financial planning, and related wealth services to individuals, trusts, charitable institutions, and other entities. The firm combines fiduciary advisory services with brokerage and insurance capabilities, managing approximately $64.8 million across a two-advisor team and offering customized investment solutions.