Legacy Capital Wealth Partners, LLC

Beau Toth is a financial advisor with Legacy Capital Wealth Partners, LLC and holds Series 63 and Series 66 licenses. He has 17 years of industry experience, with prior roles at firms including Neuberger Berman LLC, AXA Distributors, LLC, and LPL Financial LLC. Outside of his advisory work, he is the manager and owner of Precise Access LLC, a non-investment-related business. Legacy Capital Wealth Partners serves individuals, families, trusts, businesses, and charitable organizations, offering holistic financial planning along with discretionary and non-discretionary portfolio management. The firm employs a tailored, long-term investment approach using fundamental analysis and a range of investment vehicles, managing over $1.3 billion in assets across more than 590 client relationships.

Joshua Putnam is a financial advisor at Legacy Capital Wealth Partners, LLC with 25 years of industry experience. He holds a Series 66 designation and previously spent 20 years at Sundvold Financial. Outside of his advisory role, he is a licensed insurance agent and owns The Putnam Group, an entity for collecting residual commissions from insurance policy sales. Legacy Capital Wealth Partners offers holistic financial planning and investment management services to individuals, families, and various institutions. The firm employs a client-specific, planning-driven approach and manages approximately $1.52 billion in assets through a 16-advisor team.

Lauren Young is a financial advisor at Legacy Capital Wealth Partners, LLC with five years of industry experience. She holds the Series 66 designation and has worked at Legacy Capital Wealth Partners since 2018, with prior experience at Purshe Kaplan Sterling Investments and Kestra Financial. Legacy Capital Wealth Partners serves individuals, families, trusts, businesses, charitable organizations, and retirement plans, offering holistic financial planning alongside discretionary and non-discretionary portfolio management. The firm manages approximately $1.3 billion in assets and employs a tailored, long-term investment approach using a variety of investment vehicles, including mutual funds, ETFs, and alternatives.

Wessel Zwiegers is a financial advisor at Legacy Capital Wealth Partners, LLC with 10 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Stephens Inc. from 2015 to 2019. Outside of his advisory role, he serves as a regional board member for First Service Bank, assisting in community awareness efforts for the Little Rock branch. Legacy Capital Wealth Partners serves a diverse clientele including individuals, families, trusts, and charitable organizations, providing comprehensive financial planning and portfolio management. The firm manages over $1.3 billion in assets and employs a tailored, long-term investment approach utilizing mutual funds, ETFs, alternatives, options, and individual securities.

Morgan Sizer is a financial advisor with Legacy Capital Wealth Partners, LLC, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at several firms, including Trent Capital Management, Sowell Management Services, Concordius Capital Advisors, and Mozumbo LLC. Outside of advisory work, he serves as Chief Financial Officer for RPM Consulting of Texas, LLC, and is involved in managing financial operations for Little Rock Audio, LLC, an online sporting goods retailer. Legacy Capital Wealth Partners serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations, offering holistic financial planning along with discretionary and non-discretionary portfolio management. The firm employs a tailored, long-term investment approach utilizing mutual funds, ETFs, alternatives, options, and individual securities, and operates a wrap fee program that consolidates transaction and custodial costs.

Jason Prather is a financial advisor with Legacy Capital Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at Kestra Financial Services, Inc. and NFP Securities, Inc. He is also a licensed insurance professional with Legacy Capital Group Arkansas, LLC. Legacy Capital Wealth Partners serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations, offering holistic financial planning and portfolio management with a long-term investment approach. The firm manages over $1.3 billion in assets and operates a multi-team model with 16 advisors.

Michael Peebles is a CFA® charterholder with 20 years of industry experience, currently serving as an advisor at Legacy Capital Wealth Partners, LLC. His prior roles include positions at Arvest Wealth Management and Purshe Kaplan Sterling Investments. Legacy Capital Wealth Partners serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations, offering holistic financial planning alongside discretionary and non-discretionary portfolio management. The firm employs a tailored process focused on fundamental analysis and long-term investment strategies, managing over $1.3 billion in assets across more than 590 client relationships.

Deann Gann is a financial advisor at Legacy Capital Wealth Partners, LLC with 28 years of industry experience. She holds the CFP® and Series 63 designations and has previously worked at Arvest Asset Management and Purshe Kaplan Sterling Investments. Outside of her advisory role, she serves as secretary, treasurer, and bookkeeper for Hook, Line, and Sinker, a retail business. Legacy Capital Wealth Partners serves individuals, high-net-worth clients, families, family offices, trusts, businesses, charitable organizations, and retirement plans, offering holistic financial planning and portfolio management. The firm emphasizes a tailored, long-term investment approach that includes fundamental analysis and employs mutual funds, ETFs, alternatives, options, and individual securities.

Matthew Koll is a CFP® professional with over one year of experience in financial advising. He has worked at Legacy Capital Wealth Partners since 2024 and previously held roles at Arvest Bank and First Community Trust. Prior to his financial career, he served 18 years in the United States Navy. Koll is involved in the community as president of the St. Vincent de Paul Catholic School board and serves on the boards of Big Brother Big Sister NWA and the Mercy Foundation Planned Giving Committee. Legacy Capital Wealth Partners serves a diverse client base including individuals, families, trusts, and charitable organizations, offering holistic financial planning and portfolio management. The firm manages over $1.3 billion in assets and employs a tailored, long-term investment approach utilizing mutual funds, ETFs, alternatives, and individual securities.

Matthew Jones is a CFP® with 31 years of experience in the financial services industry. He is currently with Legacy Capital Wealth Partners, LLC, where he has worked since 2018, and previously held roles at Purshe Kaplan Sterling Investments and Kestra Financial Services. Jones serves as Immediate Past Chair of the Baptist Health Foundation Board and is involved with the Arkansas Tennis Patrons Foundation as Secretary/Treasurer. Legacy Capital Wealth Partners serves individuals, families, trusts, businesses, and charitable organizations by providing holistic financial planning and portfolio management. The firm manages over $1.3 billion in assets and employs a tailored, long-term investment approach using mutual funds, ETFs, alternatives, options, and individual securities.

Jessica Heath is a financial advisor at Legacy Capital Wealth Partners, LLC with nine years of industry experience. She holds Series 65 and Series 66 licenses and previously worked at Trent Capital Management, Inc. for five years before joining Legacy Capital Wealth Partners in 2020. Legacy Capital Wealth Partners serves individuals, families, family offices, trusts, businesses, charitable organizations, and retirement plans, offering holistic financial planning alongside discretionary and non-discretionary portfolio management. The firm manages approximately $1.3 billion in assets and employs a tailored, long-term investment approach using a range of securities and may utilize external managers as part of its strategy.

Brian Wood is a CFA® charterholder with 23 years of industry experience. He is a Senior Wealth Advisor and Managing Partner at Legacy Capital Wealth Partners, LLC, having previously worked at Arvest Wealth Management and Purshe Kaplan Sterling Investments. Wood serves as Finance Chair for the Single Parent Scholarship Fund of Northwest Arkansas and holds board positions with the nonprofit organizations Pathway to Freedom and Christ for the City International. Legacy Capital Wealth Partners serves a diverse client base including high-net-worth individuals, families, trusts, businesses, and charitable organizations, offering holistic financial planning and portfolio management. The firm employs a tailored, long-term investment approach integrating fundamental analysis and various investment vehicles, managing over $1.3 billion in assets across more than 590 client relationships.

Kevin Clark is a financial advisor at Legacy Capital Wealth Partners, LLC with 27 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. Prior to joining Legacy Capital in 2020, he worked at Trent Capital Management, Signator Investors, and Transamerica Financial Advisors. Clark also owns NEA Financial Services, LLC, which provides fixed product sales, payroll, bookkeeping, and tax return preparation services. Legacy Capital Wealth Partners serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations, offering holistic financial planning alongside discretionary and non-discretionary portfolio management. The firm manages over $1.3 billion in assets and employs a tailored, long-term investment approach that includes mutual funds, ETFs, alternatives, and individual securities.

Preston Edwards is a financial advisor at Legacy Capital Wealth Partners, LLC in Little Rock, AR, holding a Series 65 designation. He has one year of industry experience, previously working at Lighthouse Financial and the Chenal Country Club. Legacy Capital Wealth Partners serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations, offering holistic financial planning and both discretionary and non-discretionary portfolio management. The firm manages over $1.3 billion in assets and utilizes a tailored, long-term investment approach incorporating mutual funds, ETFs, alternatives, options, and individual securities.

Norman Strickland is a CFP®-certified financial advisor with 15 years of industry experience. He has worked with Legacy Capital Wealth Partners, LLC since 2020 and previously spent 11 years at Trent Capital Management, Inc. He is based in Little Rock, Arkansas. Legacy Capital Wealth Partners serves a diverse client base including individuals, high-net-worth clients, families, trusts, businesses, charitable organizations, and retirement plans. The firm offers holistic financial planning and portfolio management with a tailored, long-term investment approach that employs a mix of mutual funds, ETFs, alternatives, options, and individual securities.