Financial Legacy Management, NC.

John Kelley is a CFP® professional with 24 years of experience in financial advising, currently serving at Financial Legacy Management, Inc. in Little Rock, AR, where he has worked since 2005. In addition to his advisory role, he is involved in payroll services. Financial Legacy Management, Inc. provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using passive index and exchange-traded funds as core holdings, supplemented by active managers when appropriate, and operates strictly on a fee-only basis without selling financial products or accepting commissions.

Alvin Rogers is a CFP® professional with 23 years of industry experience, currently serving at Financial Legacy Management, Inc. in Little Rock, AR. He holds a Series 66 license and works alongside one other advisor at the firm. Financial Legacy Management provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach combining passive index and exchange-traded funds with selective active management, operating on a strictly fee-only basis without selling financial products or accepting commissions.

Margaret Logue is a financial advisor at Financial Legacy Management, Inc. in Little Rock, AR, with 28 years of industry experience. She holds Series 63 and Series 65 designations and previously worked for LPL Financial, LLC from 2006 to 2024. Financial Legacy Management, Inc. provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach using passively managed index and exchange-traded funds combined with selective active management, operating strictly on a fee-only basis without selling financial products or accepting commissions.

Robin Show is a financial advisor at Financial Legacy Management, Inc. in Little Rock, AR, holding a Series 65 designation. Prior to joining the firm in 2024, Show worked for ten years at the Department of Finance and Administration. Financial Legacy Management, Inc. provides personalized financial planning and discretionary investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm employs a strategic asset-allocation approach focused on passively managed index and exchange-traded funds, supplemented by active managers when appropriate, and operates on a strictly fee-only basis without accepting commissions or selling financial products.