Legacy Financial Independent Advisors LLC

Thomas Falkner is a CFP® and holds a Series 66 license with six years of industry experience. He is currently with Legacy Financial Independent Advisors LLC, where he has worked since 2023, and previously worked at First Kentucky Securities Corporation and the University of Louisville. Outside of his advisory role, Falkner serves as a financial concepts coach at Southeast Christian Church and is president of Ad-Rack, Inc., a distribution services company. Legacy Financial Independent Advisors serves individuals, families, trusts, estates, businesses, and retirement plans by providing discretionary wealth management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach based on fundamental and technical analysis, with oversight of unaffiliated independent managers while acting in a fiduciary capacity.

Christopher Mccrea is a CFP® and holds a Series 66 license with 15 years of experience in the financial industry. He has worked at Legacy Financial Independent Advisors LLC since 2023 and previously spent 13 years at First Kentucky Securities Corp. Legacy Financial Independent Advisors LLC provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm employs a partner-led team approach and uses both fundamental and technical analysis to construct long-term portfolios while serving individual investors and institutional plan sponsors.

Bruce Mccrea is a financial advisor at Legacy Financial Independent Advisors LLC with 46 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at First Kentucky Securities Corporation from 2005 to 2023 before joining Legacy Financial. Outside of his advisory role, he serves on the advisory committee of St Meinrad and is involved in horse ownership. Legacy Financial Independent Advisors LLC provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and retirement plans. The firm uses a partner-led team approach and combines fundamental and technical analysis to construct long-term portfolios across various asset classes.

Zachary Gutermuth is a financial advisor with Legacy Financial Independent Advisors LLC in Louisville, KY. He holds a Series 65 designation and has been with Legacy Financial since 2025. Prior to joining the firm, he held various roles in industries including athletics and retail. Outside of financial advising, he works as a graphic designer for the IU Southeast Athletic Department. Legacy Financial Independent Advisors LLC provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and institutional plan sponsors. The firm uses a combination of fundamental and technical analysis to construct long-term portfolios and manages approximately $450.6 million across about 700 client relationships.

Sheree Bollinger is a financial advisor at Legacy Financial Independent Advisors LLC with 39 years of industry experience. She holds Series 63 and Series 65 designations and previously worked at First Kentucky Securities Corp. for 18 years. Outside of her advisory role, she serves as Treasurer and Board Member for Green Hill Therapy and is a partner in a horse syndicate called Social Circle Stables LLC. Legacy Financial Independent Advisors LLC provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and institutional plan sponsors. The firm employs both fundamental and technical analysis to construct long-term portfolios and manages approximately $450 million across about 700 client relationships.

Bryan Mccrea is a financial advisor at Legacy Financial Independent Advisors LLC in Louisville, KY, holding Series 63 and Series 65 credentials with 15 years of industry experience. He previously worked at First Kentucky Securities Corp for 13 years before joining Legacy Financial. Outside of his advisory role, he is a minority shareholder in Shady Rays and is involved in horse ownership. Legacy Financial Independent Advisors LLC provides discretionary wealth management, financial planning, and retirement-plan advisory services to individuals, families, trusts, businesses, and institutional plan sponsors. The firm employs a partner-led team approach and utilizes fundamental and technical analysis to construct long-term portfolios.