Zachery Rearrick is a financial advisor at The Legacy Financial Group, Inc. in Tulsa, OK, holding a Series 65 designation with three years of industry experience. His work history includes roles at Bankers Life and Liberty Mutual prior to joining The Legacy Financial Group. The Legacy Financial Group provides discretionary portfolio management, financial planning, and pension consulting to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm manages approximately $590 million in client assets, focusing on a long-term, asset-allocation approach grounded in Modern Portfolio Theory and leveraging quantitative tools for portfolio optimization and risk management.

Keegan King is a financial advisor at The Legacy Financial Group, Inc. in Tulsa, OK, holding a Series 65 license with seven years of industry experience. His career includes roles at The Legacy Financial Group starting in 2019 and a position at Bluestone from 2018 to 2019. He also has a background in academia, having worked at the University of Tulsa from 2015 to 2019. The Legacy Financial Group, Inc. provides discretionary portfolio management, integrated financial planning, and pension consulting services to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm serves approximately 317 client relationships with a team of eight advisors and employs an investment approach based on Modern Portfolio Theory, emphasizing long-term asset allocation and broad diversification.

Cooper Stevenson is a financial advisor at The Legacy Financial Group, Inc. in Tulsa, OK, holding a Series 65 designation and beginning his industry career in 2023. His previous experience includes roles at Benson Financial Group and Family First Life. Stevenson is also licensed in life and health insurance. The Legacy Financial Group provides discretionary portfolio management, integrated financial planning, and pension consulting to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm emphasizes a long-term, diversified investment approach based on Modern Portfolio Theory and serves approximately 317 clients with around $590 million in assets under management.

Kevin King is a financial advisor at The Legacy Financial Group, Inc. in Tulsa, OK, holding a Series 65 designation with 24 years of industry experience. He has been with The Legacy Financial Group since 2005. The Legacy Financial Group, Inc. provides discretionary portfolio management, integrated financial planning, and pension consulting to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm manages approximately $590 million in client assets and employs a long-term, asset-allocation investment approach emphasizing diversification and risk/return tradeoffs.

Quentin Palmer is a financial advisor at The Legacy Financial Group, Inc. in Tulsa, OK, holding a Series 65 designation with one year of industry experience. His prior work includes roles at Northwestern Mutual and Hood & Associate CPA, PC. Palmer is also licensed in life and health insurance. The Legacy Financial Group, Inc. manages approximately $590 million in client assets and serves individuals, businesses, trusts, foundations, and qualified retirement plans. The firm emphasizes a Modern Portfolio Theory-based investment approach focused on broad diversification, risk management, and long-term asset allocation.

James Killingsworth is a Certified Financial Planner (CFP®) with 12 years of industry experience. He has worked at The Legacy Financial Group, Inc. since 2017 and previously held positions at Stephen Streeter Moore and Goldman Sachs Wealth Services. Killingsworth is also a licensed insurance provider offering life and health insurance. The Legacy Financial Group, Inc. serves individuals, businesses, trusts, foundations, and qualified retirement plans by providing discretionary portfolio management, financial planning, and pension consulting. The firm emphasizes a long-term, diversified investment approach based on Modern Portfolio Theory and uses quantitative tools to manage risk and portfolio optimization.

Hayden Hunt is a Series 65 licensed financial advisor with The Legacy Financial Group, Inc. in Tulsa, OK. He has five years of prior experience at Texas Capital and has been with his current firm since 2025. The Legacy Financial Group, Inc. provides discretionary portfolio management, integrated financial planning, and pension consulting to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm employs a long-term, asset-allocation investment approach based on Modern Portfolio Theory and serves approximately 317 client relationships with around $590 million in assets under management.

Lydia Carnett is a CFP® and holds a Series 66 license, with three years of industry experience. She is currently with The Legacy Financial Group, Inc., where she has worked since 2024. Prior to joining, she held roles at OSAIC, Woodbury Financial Services Inc., and DP Financial & Tax. Lydia is also licensed in life and accident and health insurance. The Legacy Financial Group, Inc. provides discretionary portfolio management, integrated financial planning, and pension consulting to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm manages approximately $590 million in client assets and uses a long-term, asset-allocation approach based on Modern Portfolio Theory, incorporating broad diversification and risk analysis through quantitative tools.