Legacy Wealth Management, LLC

Hallie Peyton is a CFP® with 21 years of industry experience and has been with Legacy Wealth Management, LLC since 1999. She is based in Memphis, TN. Legacy Wealth Management, Inc. is an independent, employee-owned advisory firm managing over $2.4 billion in client assets. The firm serves individuals, trusts, foundations, corporate pension and retirement plans, as well as state and municipal government entities, using globally diversified portfolios that combine actively and passively managed strategies.

Cathy Simmons is a CFP® professional with 21 years of industry experience, currently serving at Legacy Wealth Management, LLC since 2000. She holds Series 63 and Series 65 licenses and is based in Memphis, TN. Legacy Wealth Management, Inc. is an independent, employee-owned advisory firm managing over $2.4 billion in assets for approximately 1,425 clients. The firm provides discretionary portfolio management and comprehensive financial planning for individuals, trusts, foundations, corporate pension plans, and government entities, using globally diversified portfolios that combine actively and passively managed strategies.

Nicholas Sowell is a CFP® and holds a Series 66 designation with 16 years of industry experience. He has been with Legacy Wealth Management, LLC since 2015. Legacy Wealth Management, Inc. is an independent, employee-owned advisory firm managing approximately $2.4 billion in client assets for individuals, trusts, foundations, corporate pension plans, and government entities. The firm employs a globally diversified investment approach combining active and passive strategies, with services tailored to include specialized bond portfolios and comprehensive financial planning.

Lindsey Mazzola is a CFP® and Series 65-registered financial advisor with 20 years of experience. She has been with Legacy Wealth Management, LLC in Memphis, TN since 2003. Legacy Wealth Management, Inc. is an independent, employee-owned advisory firm managing over $2.4 billion in client assets for individuals, trusts, foundations, corporate plans, and government entities. The firm employs a globally diversified investment approach using a combination of no-load mutual funds, ETFs, and separately managed bond portfolios, with decisions made by client service teams and an investment committee.

Ethan Franks is a financial advisor at Legacy Wealth Management, LLC in Memphis, TN. He holds a Series 65 designation and has been with Legacy Wealth Management since 2026. His prior work history includes roles at Quanthub, CH Robinson, and various organizations such as Bellevue Baptist Church and Samford University. Legacy Wealth Management provides comprehensive financial planning and portfolio management to individual and institutional clients, including trusts and state and municipal government entities. The firm employs a team-based service model with globally diversified, asset-allocation driven portfolios combining active and passive funds.

Joseph Birch is a financial advisor at Legacy Wealth Management, LLC in Memphis, TN, with 11 years of industry experience. He holds a Series 65 designation and has been with Legacy Wealth Management since 2014. Legacy Wealth Management is an independent, employee-owned advisory firm managing over $2.4 billion in client assets. The firm serves individuals, trusts, foundations, endowments, corporate pension and retirement plans, as well as state and municipal government entities, using globally diversified portfolios that combine actively and passively managed strategies.

Wallace Hope is a CFA® charterholder with 21 years of experience in the financial services industry. He has been with Legacy Wealth Management, LLC since 2011. Legacy Wealth Management, Inc. is an independent, employee-owned advisory firm managing over $2.4 billion in client assets. The firm serves individuals, trusts, foundations, endowments, corporate pension and retirement plans, as well as state and municipal government entities, using a globally diversified investment approach that combines active and passive strategies across no-load mutual funds, ETFs, and individual bonds.

E Jalenak is a CFP® professional with 22 years of industry experience, currently serving at Legacy Wealth Management, LLC since 2011. Based in Memphis, TN, Jalenak has worked at Legacy Wealth Management for 15 years. Legacy Wealth Management, Inc. is an independent, employee-owned advisory firm managing over $2.4 billion in client assets. The firm provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, foundations, corporate pension plans, and government entities, employing a globally diversified investment approach that combines active and passive strategies.

Robin Sievers is a CFP® professional with 19 years of industry experience, currently serving at Legacy Wealth Management, LLC since 2007. Based in Memphis, TN, he holds Series 63 and Series 66 licenses and works within a 16-advisor team. Legacy Wealth Management offers comprehensive financial planning and portfolio management to individual and institutional clients, including trusts and state and municipal government entities. The firm employs a team-based approach and constructs globally diversified, asset-allocation portfolios using a mix of active and passive funds.

Courtney Wages is a financial advisor with Legacy Wealth Management, LLC in Memphis, TN. She holds Series 63 and Series 65 licenses and has been with Legacy Wealth Management since 2025. Prior to her current role, she worked at Presbyterian Day School and Emmanuel United Methodist, and has experience as a homemaker. Legacy Wealth Management is an independent, employee-owned advisory firm managing over $2.4 billion in client assets. The firm serves individuals, trusts, foundations, corporate pension plans, and government entities, employing a globally diversified investment approach that combines actively and passively managed strategies.

Rebecca Rawlinson is a CFP® professional with 19 years of experience, currently serving at Legacy Wealth Management, LLC since 2007. She is based in Memphis, TN and works within a team-based advisory structure. Legacy Wealth Management provides comprehensive financial planning and portfolio management to individual and institutional clients, including trusts and government entities. The firm employs globally diversified, asset-allocation driven portfolios combining active and passive strategies, with a team approach to client service and a focus on institutional-quality investments.

Nathan Powell is a CFP® professional with 12 years of industry experience. He has worked at Legacy Wealth Management, LLC since 2018 and has earlier experience with Securain Financial Services Inc, Minnesota Life Insurance Co, and Shoemaker Financial. Legacy Wealth Management provides comprehensive financial planning and portfolio management to individual and institutional clients, including trusts and some state and municipal government entities. The firm uses a team-based client service model and employs globally diversified, asset-allocation driven portfolios combining active and passive investments.

Lawrence Epperly is a CFA® charterholder and holds a Series 65 license with nine years of industry experience. He has worked at Legacy Wealth Management, LLC since 2017 and previously spent three years at PNC Bank. Legacy Wealth Management provides comprehensive financial planning and portfolio management to individual and institutional clients, including trusts and government entities. The firm employs a team-based service model and uses globally diversified, asset-allocation driven portfolios that combine active and passive investments.

Daniel Kimbrough is a financial advisor at Legacy Wealth Management, LLC in Memphis, TN, holding a Series 65 designation with 12 years of industry experience. He has been with Legacy Wealth Management since 2014. In addition to his advisory role, Kimbrough maintains a solo law practice focused on estate planning. Legacy Wealth Management offers comprehensive financial planning and portfolio management to individual and institutional clients, including trusts and government entities. The firm employs a team-based service model and utilizes globally diversified, asset-allocation-driven portfolios combining active and passive funds.

Brienne Jackson is a CFP® professional with 17 years of industry experience, currently serving at Legacy Wealth Management, LLC since 2008. She is based in Memphis, TN, and works within a team of 16 advisors. Legacy Wealth Management provides comprehensive financial planning and portfolio management to both individual and institutional clients, including trusts and select government entities. The firm employs a team-based service model and uses globally diversified, asset-allocation driven portfolios combining active and passive strategies.