Legacy Wealth Management, LLC

Joseph Schreiner is a financial advisor at Legacy Wealth Management, LLC with three years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2021 to 2025 and spent over a decade at Publix supermarkets before entering the financial services field. Schreiner is also involved in insurance sales as part of his broader financial planning activities. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial consulting, and access to a wide range of investment options through a multi-team platform.

John Lane is a CFP® with 14 years of industry experience, currently serving as an advisor at Legacy Wealth Management, LLC. His prior roles include positions at Lion Street Advisors, Delgado Lane, and Ameritas Investment Corp. Outside of his advisory work, he is the author of the book *How to Graduate from College Debt Free* and is involved in a basketball skills program called Gem State Hoopes 1. Legacy Wealth Management is a multi-advisor firm offering discretionary portfolio management and financial planning services to individuals, charitable organizations, and business entities. The firm provides tailored investment strategies with access to a broad range of asset classes and utilizes sub-advisers and third-party money managers when appropriate.

Ariel Moyano is a CFP® with four years of industry experience, currently serving as a financial advisor at Legacy Wealth Management, LLC. He has previously worked at Singer Wealth Advisors LLC, Castle Wealth Management, and Mass Mutual. Moyano is also an insurance agent with Legacy Peak Insurance Solutions, LLC, where he assists clients in evaluating their insurance needs as part of financial planning. Legacy Wealth Management is a multi-advisor firm serving individual, charitable, and business clients with discretionary and non-discretionary portfolio management and financial planning. The firm offers tailored investment strategies, access to a broad range of asset classes, and utilizes affiliated service entities and outside business activities to support client needs.

Babak Kooros is a financial advisor at Legacy Wealth Management, LLC in Newport Beach, CA, holding a Series 65 designation with three years of industry experience. His prior roles include positions at Foundations Investment Advisors, Syncis, and Uber. Outside of his advisory work, he is the CEO and owner of InTime Financial Alliance Insurance Solutions, Inc. and is also active as a realtor. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm utilizes tailored strategies, model portfolios, and third-party money managers, offering a broad range of investment options across its multi-team platform.

Patrick Wilson is a financial advisor with Legacy Wealth Management, LLC in Costa Mesa, CA. He holds Series 63 and Series 66 licenses and has 23 years of industry experience, including 19 years at Crown Capital Securities prior to joining Legacy Wealth Management in 2021. Legacy Wealth Management is a multi-advisor investment advisory firm serving individuals, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial consulting, and third-party manager selection across a platform of 35 advisors, emphasizing tailored strategies and continuous account monitoring.

Lydon Crane is a financial advisor with Legacy Wealth Management, LLC in Burley, Idaho, holding a Series 65 designation and seven years of industry experience. His prior work includes roles at LT Grigotts PC and Pope, Phillips, Oakes, Goodwin & Co. Outside of his advisory role, he is actively involved in several business ventures including an accounting firm and a property development business. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies, continuous account monitoring, and access to a broad range of investment options through a multi-team platform of 35 advisors.

Miguel Delgado is a CFP® with 11 years of industry experience and is currently with Legacy Wealth Management, LLC. His prior roles include positions at Lion Street Advisors, Ameritas Life Insurance Corp, and David White & Associates. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored strategies, continuous account monitoring, and access to a broad range of investment options through a multi-team platform.

Michael Pond is a financial advisor with Ancorato in Meridian, Idaho, holding Series 63 and Series 65 licenses and two years of industry experience. He previously worked at QP Wealth Management and Merc and Company Inc., with a two-year retirement period before resuming his advisory career. Ancorato provides portfolio management and model-portfolio services primarily to other registered investment advisers, institutions, and family offices. The firm employs a combination of technical and fundamental investment strategies and serves a large number of client accounts through intermediaries.

Joseph Escujuri is a financial advisor with Legacy Wealth Management, LLC in Boise, ID, holding a Series 65 designation and seven years of industry experience. He is also a licensed attorney and maintains a law practice focused on family law, criminal defense, and estate planning, working part-time outside of his advisory role. Legacy Wealth Management is a multi-advisor investment advisory firm serving individuals, charitable organizations, and business entities. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to a broad range of investment options through a multi-team platform.

Razell Smart is a financial advisor at Legacy Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Northwestern Mutual and Prudential firms. Outside of his advisory role, he owns businesses providing payroll, tax, and bookkeeping services. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities. The firm offers discretionary portfolio management and financial planning through a multi-team platform, utilizing tailored strategies, model portfolios, and third-party money managers across a broad range of investment options.

Nicholas Pond is a Series 65 licensed financial advisor with Legacy Wealth Management, LLC, bringing one year of industry experience. His prior roles include positions at USI Insurance Services, Diversified Insurance, Direct Health, State Farm, and Insys Therapeutics. Legacy Wealth Management is a multi-advisor registered investment advisory firm serving individuals, charitable organizations, and business entities. The firm provides discretionary portfolio management and financial planning through a multi-team platform, emphasizing tailored strategies, continuous account monitoring, and access to a broad investment menu including alternatives and third-party money managers.

Jaime Redfern is a Series 65-licensed financial advisor with Legacy Wealth Management, LLC, where he has worked since 2017. He has six years of industry experience and previously worked at Jim Geddings CPA LLP. Outside of advising, Jaime is a partner at LEDJR Tax, providing income tax preparation and bookkeeping services. He also contributes to business development and tax strategy through Legacy Integrated, a related business offering coaching and bookkeeping services. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies, continuous account monitoring, and access to a broad investment menu including equities, fixed income, options, and alternative investments.

Jack Trent is a financial advisor at Legacy Wealth Management, LLC in Boise, ID, holding Series 63 and Series 65 licenses. He has been owner and CPA of Jack Trent & Company, Inc., an accounting firm, since 2013. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm employs tailored investment strategies across a broad menu of asset types and utilizes affiliated service entities and outside business activities, including accounting and tax advisory firms, as part of its offerings.

Carson Skaggs is a financial advisor at Legacy Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Legacy Wealth Management since 2021, following roles at DL Evans Bank and Idaho State University. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies through a multi-team platform and utilizes a broad range of investment options, including equities, fixed income, alternatives, and third-party money managers.

Anthony Perez is a CFP® professional with 15 years of experience in the financial industry. He currently works at Legacy Wealth Management, LLC and previously held roles at PNC Bank, BBVA Wealth Solutions, and Unionbanc Investment Services. Outside of finance, he owns and operates ATOZ Auto Detail, an auto detailing business in Phoenix, AZ. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies and access to a broad range of investment options through a multi-team platform.