Sarah Headrick is a financial advisor at Legend Private Wealth, LLC in Charlotte, NC, holding Series 63 and Series 65 designations with six years at the firm and a total of four years in the industry. Her prior experience includes roles at Northwestern Mutual Wealth Management Company, Northwestern Mutual Investment Services LLC, Richard Worrell LLC, and Brian Headrick. Legend Private Wealth serves individuals, families, high-net-worth clients, trusts, and business clients, including 401(k) plan sponsors, offering financial planning, portfolio management, private equity administration, and digital asset advice. The firm uses a risk-analysis tool called Nitrogen alongside AI-driven trade signals to guide its investment models while maintaining final trading discretion.

Brian Headrick is a financial advisor with Legend Private Wealth, LLC, holding the CFP® designation and Series 63 and 66 licenses, with 29 years of industry experience. He previously worked at Northwestern Mutual Wealth Management Company and Northwestern Mutual Life Insurance Company. Legend Private Wealth is a state-registered investment adviser serving individuals, families, high-net-worth clients, trusts, and business clients, including employer-sponsored 401(k) plans. The firm offers comprehensive financial planning, discretionary and non-discretionary portfolio management, private equity administration, and digital asset advice, managing approximately $71 million for around 45 clients.