Ali Emami is a financial advisor at Legacy Wealth Management, LLC in San Diego, CA, with one year of industry experience. He has worked at Regal Group CPA since 2012. Legacy Wealth Management is a multi-advisor investment advisory firm serving individuals, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning through a team-based approach, utilizing tailored strategies, a broad investment menu, and third-party money managers.

Joseph Schreiner III is a financial advisor with Legacy Wealth Management, LLC in Saint Cloud, FL, holding Series 63 and Series 65 registrations. He has three years of industry experience, including prior roles with Northwestern Mutual’s various entities from 2021 to 2025. In addition to advising, Schreiner is involved in insurance sales as part of his clients’ comprehensive financial planning. Legacy Wealth Management serves individual clients, charitable organizations, and business entities with portfolio management, financial planning, and consulting services. The firm utilizes in-house models, sub-advisers, and a broad investment menu that includes alternative and illiquid investments, tailoring strategies to client objectives and risk tolerances.

John Lane is a CFP® with 14 years of industry experience, currently serving as an advisor at Legacy Wealth Management, LLC. His prior roles include positions at Lion Street Advisors, Delgado Lane, and Ameritas Investment Corp. Outside of his advisory work, he is the author of the book *How to Graduate from College Debt Free* and is involved in a basketball skills program called Gem State Hoopes 1. Legacy Wealth Management is a multi-advisor firm offering discretionary portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm provides tailored investment strategies with access to a broad range of asset classes and utilizes sub-advisers and third-party money managers when appropriate.

Ariel Moyano is a CFP® and Series 65 designated advisor with five years of industry experience. He is currently with Legacy Wealth Management, LLC and has previously worked at Singer Wealth Advisors LLC, Castle Wealth Management, and Mass Mutual among other roles. In addition to his advisory work, Moyano is involved with Legacy Peak Insurance Solutions, LLC, where he sells life and disability insurance products as part of financial planning services. Legacy Wealth Management serves individual clients across wealth levels, charitable organizations, and business entities, providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm employs model portfolios and customized strategies incorporating a broad range of investments, including alternatives and illiquid direct participation programs, and offers related services through affiliated partners.

Vijai Rangarajan is a financial advisor with Legacy Wealth Management, LLC, holding a Series 65 designation and currently in his first year at the firm. He has prior experience at Northstar Group, Inc. and Akvarr, Inc., spanning over 18 years combined. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm uses a range of investment strategies including in-house model portfolios and alternative investments, tailored to clients’ objectives and risk tolerances.

Babak Kooros is a financial advisor at Legacy Wealth Management, LLC in Newport Beach, CA, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Foundations Investment Advisors, Syncis, and Uber. Outside of his advisory work, he is the CEO and owner of InTime Financial Alliance Insurance Solutions, Inc. and is also active as a realtor. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm utilizes tailored strategies, model portfolios, and third-party money managers, offering a broad range of investment options across its multi-team platform.

Patrick Wilson is a financial advisor with Legacy Wealth Management, LLC in Costa Mesa, CA. He holds Series 63 and Series 66 licenses and has 23 years of industry experience, including 19 years at Crown Capital Securities prior to joining Legacy Wealth Management in 2021. Legacy Wealth Management is a multi-advisor investment advisory firm serving individuals, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and third-party manager selection across a platform of 35 advisors, emphasizing tailored strategies and continuous account monitoring.

Lydon Crane is a Series 65 licensed advisor with Legacy Wealth Management, LLC, based in Boise, ID, with seven years of industry experience. He has been with Legacy Wealth Management since 2019 and also maintains a role at LT Grigotts PC, an accounting business, where he serves as president. Outside of his financial advisory work, Crane is involved in several non-investment related businesses, including accounting and property development ventures. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm offers customized strategies using model portfolios, sub-advisers, and a broad investment menu that includes alternative and illiquid investments.

Miguel Delgado is a CFP® with 11 years of industry experience and is currently with Legacy Wealth Management, LLC. His prior roles include positions at Lion Street Advisors, Ameritas Life Insurance Corp, and David White & Associates. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored strategies, continuous account monitoring, and access to a broad range of investment options through a multi-team platform.

Michael Pond is a financial advisor with Ancorato in Meridian, Idaho, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at QP Wealth Management and Merc and Company Inc., with a two-year retirement period before resuming his advisory career. Ancorato provides portfolio management and model-portfolio services primarily to other registered investment advisers, institutions, and family offices. The firm employs a combination of technical and fundamental investment strategies and serves a large number of client accounts through intermediaries.

Joseph Escujuri is a financial advisor with Legacy Wealth Management, LLC in Boise, ID, holding a Series 65 designation and seven years of industry experience. He is also a licensed attorney and maintains a law practice focused on family law, criminal defense, and estate planning, working part-time outside of his advisory role. Legacy Wealth Management is a multi-advisor investment advisory firm serving individuals, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a broad range of investment options through a multi-team platform.

Razell Smart is a financial advisor at Legacy Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Northwestern Mutual and Prudential firms. Outside of his advisory role, he owns businesses providing payroll, tax, and bookkeeping services. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning through a multi-team platform, utilizing tailored strategies, model portfolios, and third-party money managers across a broad range of investment options.

Nicholas Pond is a Series 65 licensed financial advisor with Legacy Wealth Management, LLC, bringing one year of industry experience. His prior roles include positions at USI Insurance Services, Diversified Insurance, Direct Health, State Farm, and Insys Therapeutics. Legacy Wealth Management is a multi-advisor registered investment advisory firm serving individuals, charitable organizations, and business entities. The firm provides discretionary portfolio management and financial planning through a multi-team platform, emphasizing tailored strategies, continuous account monitoring, and access to a broad investment menu including alternatives and third-party money managers.

Jaime Redfern is a Series 65-licensed financial advisor with Legacy Wealth Management, LLC, where he has worked since 2017. He has six years of industry experience and previously worked at Jim Geddings CPA LLP. Outside of advising, Jaime is a partner at LEDJR Tax, providing income tax preparation and bookkeeping services. He also contributes to business development and tax strategy through Legacy Integrated, a related business offering coaching and bookkeeping services. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies, continuous account monitoring, and access to a broad investment menu including equities, fixed income, options, and alternative investments.

Sonja Kurhanewicz is a financial advisor at Legacy Wealth Management, LLC with one year of industry experience. She has been involved with Essential Business Concepts, Inc. since 2008. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary and non-discretionary portfolio management and financial planning. The firm offers tailored strategies, continuous account monitoring, and access to a broad range of investment options, supported by a network of affiliated service entities.

Lucas Meyer is a financial advisor at Legacy Wealth Management, LLC in Boise, ID. He holds a Series 65 designation and has been with Legacy Wealth Management since 2026. Prior to that, he worked at Legacy Investment Solutions, LLC d.b.a. Ancorato. Before entering the financial industry, his background includes several years in the food service sector and employment with Idaho Whitewater Unlimited. Legacy Wealth Management serves individual clients across different wealth levels, as well as charitable organizations and business entities. The firm offers portfolio management, financial planning, and consulting services, utilizing in-house models, sub-advisers, and a wide range of investment options including alternative and illiquid investments.

Anthony Perez is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Legacy Wealth Management, LLC. His prior experience includes roles at PNC Bank and BBVA Wealth Solutions, among others. Outside of finance, he owns an auto detailing business, ATOZ Auto Detail, where he manages marketing, contracts, and bookkeeping. Legacy Wealth Management serves individual clients, charitable organizations, and business entities with portfolio management, financial planning, and consulting services. The firm uses in-house model allocations and a broad investment menu that includes alternative investments and offers customized strategies based on clients’ objectives and risk tolerances.

Thomas Smith is a financial advisor at Legacy Wealth Management, LLC with 17 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Realta Investment Advisors, Inc., Realta Equities, Inc., and Capital Markets IQ. Smith also operates Bering Financial, LLC, a life insurance and fixed annuity sales business. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing discretionary and non-discretionary portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies including in-house models, sub-advisers, and alternative investments tailored to clients’ objectives and risk tolerances.

Todd Wellnitz is a financial advisor with Legacy Wealth Management, LLC, based in Alameda, CA. He has one year of industry experience and has been with Legacy Wealth Management since 2024. Prior to this, he has been involved with Wellguard Insurance Solutions, Inc. since 2010. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and planning through a multi-team platform, emphasizing tailored strategies and continuous account monitoring.

Breanna Rose is a financial advisor at Legacy Wealth Management, LLC with a Series 65 credential and one year of industry experience. Prior to joining Legacy Wealth Management, she worked in healthcare and therapy-related roles at organizations including Intermountain Health Care and the Neuro Behavioral Center for Growth. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm uses a combination of in-house models, sub-advisers, and a broad investment menu, including alternative investments, tailoring strategies based on clients’ objectives and risk tolerances.

Dustin Lloyd is a financial advisor at Legacy Wealth Management, LLC in Meridian, ID, holding a Series 65 designation with six years of industry experience. He has worked at Legacy Wealth Management and its affiliated entity Legacy Investment Solutions, LLC for the past several years. Prior to his financial advisory roles, he held positions at Mailtime Inc, Aptive Environmental, and BYU Idaho. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm offers customized investment strategies using in-house model allocations, third-party sub-advisers, and a wide range of investment options including alternative and illiquid assets.

Elana Malekan is a financial advisor at Legacy Wealth Management, LLC with one year of industry experience. She previously worked at Eternity Financial and Golden Age Financial, Inc. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm employs tailored investment strategies across a broad menu of assets and utilizes affiliated service entities, including accounting and tax advisory firms, to support client needs.

Brian Crane is a financial advisor at Legacy Wealth Management, LLC in Boise, ID, with seven years of industry experience. He holds a Series 65 credential and has worked at Legacy Wealth Management and Legacy Peak Insurance since 2019. Outside of advisory services, he is separately licensed as an independent insurance agent through Legacy Peak Insurance. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by offering portfolio management, financial planning, and consulting services. The firm uses a combination of in-house model allocations, sub-advisers, and a broad investment menu that includes alternative and illiquid investments, tailoring strategies to client objectives and risk tolerances.

Anthony Huber is a CFP® professional with five years of industry experience, currently serving as a financial advisor at Legacy Wealth Management, LLC. Prior to joining Legacy Wealth Management, he worked at Fidelity Investments and LJCooper Wealth Advisors. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies across a broad range of asset classes and utilizes affiliated service entities and third-party managers as part of its comprehensive approach.

Lisa Hutter is a financial advisor at Legacy Wealth Management, LLC with eight years of industry experience. She holds a Series 66 license and has worked previously at firms including Morgan Stanley and Comerica Securities. Outside of her advisory role, she is president-elect of Congregation Agudas Achim and is involved in a commercial real estate business tied to a CrossFit gym. Legacy Wealth Management serves individual, charitable, and business clients by offering discretionary and non-discretionary portfolio management, financial planning, and related services. The firm uses a combination of in-house models, sub-advisers, and a broad investment menu, including alternative and illiquid investments, to tailor strategies based on client objectives and risk tolerances.

Nancy Zheng is a financial advisor with Legacy Wealth Management, LLC in Newport Beach, CA. She holds 1 year of industry experience and has previously worked at Eternity Financial Alliance Solutions Inc. and World Financial Group. Zheng has operated a sole proprietorship under her own name since 2000. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities. The firm provides discretionary and non-discretionary portfolio management, financial consulting, and third-party money manager selection, emphasizing tailored strategies and continuous account monitoring.

Sarah Hodges is a financial advisor at Legacy Wealth Management, LLC with four years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Bank, N.A., and has a background that includes a role at Fast Eddy's. Hodges is also a mobile notary public in Idaho and operates Delphia LLC, a graphic design business focusing on print-on-demand products. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm tailors portfolios through in-house models, sub-advisers, and a broad investment menu that includes alternative and illiquid investments.

James Lewis is a financial advisor with Legacy Wealth Management, LLC in Honolulu, HI, holding Series 63 and Series 65 credentials and eight years of industry experience. In addition to his advisory role since 2019, he has maintained a personal law practice since 1999. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies, continuous account monitoring, and access to a broad range of investment options through a multi-team platform.

Paul Hickey is a financial advisor at Legacy Wealth Management, LLC with Series 63 and Series 65 credentials. He has one year of industry experience and previously worked at Puravita Medical, LLC and has been involved with Six Summits, LLC for over ten years. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm offers customized investment strategies and model portfolios, incorporating alternatives and a broad range of investment options through an extensive network of affiliated entities.

David Jobrack is a financial advisor at Legacy Wealth Management, LLC, holding a Series 65 designation with two years of industry experience. His prior work includes roles at Wal-Mart, Inc., AT&T Mobility Services, Albertson's, Inc., and Starbucks, Inc. Legacy Wealth Management serves individual clients across various wealth levels, as well as charitable organizations and business entities, providing portfolio management, financial planning, and consulting services. The firm uses in-house model portfolios, sub-advisers, and a broad investment menu, including alternative and illiquid investments, tailoring strategies to clients' objectives and risk tolerances.

Dhillon Taylor is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Legacy Wealth Management, LLC. Prior to joining Legacy Wealth Management, he worked at Arkadios Capital and Secura Financial LLC. He is also the managing member of DT Financial Services, LLC, a coaching business for financial professionals. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by offering portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies, including model portfolios, sub-advisers, and alternative investments, tailored to clients’ objectives and risk tolerances.

Laura Dill is a financial advisor at Legacy Wealth Management, LLC with 12 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses and previously worked at Wanderwell Consulting, LPL Financial, Cetera Advisor Networks, Goeckner Accounting & Financial Services, and Senior Health Specialties. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by offering portfolio management, financial planning, consulting, and related services. The firm employs a diverse investment approach that includes model portfolios, sub-advisers, and alternative investments, and provides customized strategies aligned with clients’ objectives and risk tolerances.

Shawn Wheeler is a financial advisor at Legacy Wealth Management, LLC in Boise, ID, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Upson Company and Idahome Solar. Legacy Wealth Management is a multi-advisor investment advisory firm serving individuals, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and third-party money manager selection across a multi-team platform.

Samuel Allman is a financial advisor with Legacy Wealth Management, LLC in Boise, ID, holding a Series 65 credential and five years of industry experience. Prior to joining Legacy Wealth Management in 2021, he worked at the Johnson County Sheriff's Office and the Kansas City Country Club. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm offers both discretionary and non-discretionary investment strategies, utilizing in-house models, sub-advisers, and a broad range of investment options including alternative and illiquid assets.

David Condensa is a financial advisor at Legacy Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and has worked previously at Lion Street Financial, Peak 360 Wealth Management, and Legitifi LLC. Outside of his advisory role, he operates EduRoadmap Consulting, providing sales consulting services to technology companies. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies through a multi-team platform, utilizing model portfolios, sub-advisers, and a broad range of investment options.

Kristina Sabbatini is a financial advisor at Legacy Wealth Management, LLC with 9 years of industry experience. She holds a Series 66 designation and previously worked at Lion Street Advisors, Ameritas Investment Corp, and Ronald G. Pray Company. Outside of advising, she is active in insurance sales, providing life and disability insurance to clients. Legacy Wealth Management serves individual clients across wealth levels, charitable organizations, and business entities by offering portfolio management, financial planning, and consulting services. The firm employs a combination of in-house model allocations and third-party managers, including alternative and illiquid investments, to tailor strategies based on client objectives and risk tolerance.

Andy Rad is a financial advisor at Legacy Wealth Management, LLC with 11 years of industry experience. He holds a Series 65 credential and has worked at Legacy Wealth Management since 2015. In addition to his advisory role, Rad owns and operates LPM Insurance & Agency, an independent insurance agency. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary and non-discretionary portfolio management and financial planning. The firm offers tailored strategies through a multi-team platform and access to a broad range of investment options, including the use of third-party money managers.

Edward Leonard is a financial advisor with Legacy Wealth Management, LLC in DeLand, FL. He holds Series 63 and Series 65 licenses and has seven years of experience in the industry, including six years with Northwestern Mutual. Outside of his advisory work, he owns and manages an e-commerce business focused on selling baseball memorabilia. Legacy Wealth Management serves individual clients across various wealth levels, as well as charitable organizations and business entities. The firm offers portfolio management, financial planning, and consulting services, using a variety of investment strategies including in-house models, sub-advisers, and alternative investments.

Peter Covino III is a financial advisor with Ancorato, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has worked at Elica Capital Investments, Legacy Investment Solutions, Legacy Peak Insurance Solutions, and Legacy Wealth Management. Outside of his advisory roles, he owns Blue Sky Tax Advisory, a CPA practice. Ancorato provides portfolio management and model-portfolio services primarily to other registered investment advisers, institutions, and family offices. The firm employs a combination of technical and fundamental investment methods and serves a large number of client accounts through intermediaries.

Amir Jamsheed is affiliated with Legacy Wealth Management, LLC and holds no prior experience in the financial advisory industry. He has been involved with Amir H. Jamsheed, Professional Dental Corporation since 2007. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm uses a combination of in-house model allocations and third-party managers, including alternative investments, and offers customized strategies based on clients’ objectives and risk tolerances.

Robert Oakes is a financial advisor at Legacy Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has been affiliated with Phillips, Oakes, Goodwin, Crane, PLLC since 1992. Outside of his advisory role, he is a part-owner of several commercial real estate businesses. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies, access to a broad range of asset classes, and utilizes affiliated service entities to support client needs.

Acen Hansen is a financial advisor with Legacy Wealth Management, LLC in Boise, ID, holding Series 63 and Series 65 licenses and nine years of industry experience. He worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company before joining Legacy Wealth Management in 2017. Hansen is also a salesman at Dynamic IQ, LLC, a business coaching company, where he spends approximately half of his time. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm offers customized investment strategies and model portfolios, including alternative investments, and utilizes a broad network of affiliated entities.

Matthew De Pretis is affiliated with Legacy Wealth Management, LLC and holds over 27 years of experience at DePretis CPAs, Inc., a firm he has been with since 1999. He currently has no industry experience listed as a financial advisor. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored strategies across a broad investment menu and utilizes affiliated service entities, including accounting and tax advisory firms, to support client needs.

Saravanaraj Sathyaseelan is a financial advisor at Legacy Wealth Management, LLC with one year of industry experience. He holds a Series 66 designation and has held roles at Bloom Global, Inc., GT Securities, Inc., and ArightCo. Outside of his advisory work, he serves as director of BloomSports, a youth basketball league. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by providing portfolio management, financial planning, and consulting services. The firm utilizes model portfolios, sub-advisers, and a broad investment menu—including alternative and illiquid investments—tailored to clients' objectives and risk tolerances.

Amy Colton is a financial advisor with Legacy Wealth Management, LLC and holds Series 63 and Series 66 licenses. She has 14 years of industry experience, including roles at Forefront Wealth Partners and LPL Financial. Outside of advisory work, she is a partner at Your Divorce Made Simple, providing divorce advice and mediation services, and is involved in educational efforts with Woman in Confidence. Legacy Wealth Management serves individual clients, charitable organizations, and business entities by offering portfolio management, financial planning, and consulting services. The firm utilizes in-house models, sub-advisers, and a broad investment menu, including alternatives and illiquid investments, to tailor strategies according to clients' objectives and risk tolerances.

Edward Malekan is a financial advisor at Legacy Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and previously worked at 20/20 Capital Management, Inc. and Eternity Financial Alliance, Inc. In addition to his advisory role, he is an insurance agent at EF Agency. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies, access to a broad range of asset classes, and utilizes affiliated service entities and outside business activities as part of its comprehensive client service platform.