Legacy Wealth Partners, LLC

Sandra Hoover is a financial advisor at Legacy Wealth Partners, LLC with a Series 65 credential and one year of industry experience. Prior to joining Legacy Wealth Partners, she spent 24 years at Leprino Foods and has operated Sandra Jean Coaching, LLC since 2024. Legacy Wealth Partners, LLC is a multi-advisor team managing roughly $646 million in discretionary assets, offering financial planning, portfolio management, retirement-plan consulting, and insurance brokerage services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary approach that includes the use of derivatives and borrowing within separately managed accounts and combines internal analysis with third-party sub-advisers.

Rachel Wilmot is a financial advisor at Legacy Wealth Partners, LLC with a Series 65 designation and two years of industry experience. She previously worked at Charles Schwab for two years and has held roles at Lockheed Martin and Colorado State University. Legacy Wealth Partners is a multi-advisor team managing approximately $646 million in discretionary assets, serving individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary approach that incorporates fundamental, technical, and cyclical analysis along with third-party sub-advisers, using strategies such as direct indexing, options, and margin.

Alexander Cameron is a CFP® with 21 years of experience in the financial services industry. He has worked at Legacy Wealth Partners, LLC since 2025 and previously spent 11 years at Aveo Capital Partners, LLC, as well as three years with Stephen A. Kohn & Associates, Ltd. Cameron serves as Treasurer and Board Member of a local homeowners association and acts as an expert witness in financial planning and wealth management. Legacy Wealth Partners serves individuals, including high-net-worth clients, as well as trusts, estates, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and insurance brokerage services, using proprietary and third-party model portfolios with a discretionary investment approach.

Tanner Cameron is a CFP® with eight years of industry experience, currently serving as a financial advisor at Legacy Wealth Partners, LLC. His background includes five years at Aveo Capital Partners and experience with Catalyst Group Development and ADP. Cameron is also licensed as an insurance agent, dedicating part of his work to insurance activities within his firm. Legacy Wealth Partners, LLC is a multi-advisor team managing approximately $646 million in discretionary assets, offering financial planning, portfolio management, retirement-plan consulting, and insurance brokerage services to individual and institutional clients. The firm employs a tailored investment approach that incorporates fundamental and technical analysis, model portfolios, and third-party sub-advisers, with notable use of derivatives and borrowing strategies.

Kenneth Senour III is a CFP®-designated financial advisor at Legacy Wealth Partners, LLC with 11 years of industry experience. He previously worked at Aveo Capital Partners, Millennial Wealth Management, and Innovest Portfolio Solutions. Senour is also licensed as an insurance agent and dedicates part of his practice to fixed insurance products. Legacy Wealth Partners, LLC is a multi-advisor team providing financial planning, discretionary portfolio management, retirement-plan consulting, and insurance brokerage services to individuals, trusts, estates, charitable organizations, and business entities. The firm employs a tailored, discretionary investment approach that combines fundamental, technical, and cyclical analysis with model portfolios and third-party sub-advisers.

Andrew Feldman is a financial advisor at Legacy Wealth Partners, LLC with 16 years of industry experience. He holds a Series 66 designation and previously worked at Aveo Capital Partners, LLC and DMK Advisor Group, Inc. Feldman is also a licensed insurance agent involved in fixed insurance products. Legacy Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities, providing discretionary portfolio management, financial planning, retirement consulting, and insurance brokerage services using proprietary models and third-party sub-advisers.

Rex Emery is a CFP® professional with 22 years of industry experience, currently serving at Legacy Wealth Partners, LLC. His prior experience includes roles at Aveo Capital Partners, LLC and DMK Advisor Group. Outside of his advisory duties, he is a co-owner of Project Black, LLC, an entity involved in private investments in pre-IPO companies, and he advises on features for an estate planning website, Get SNUG Inc. Legacy Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, financial planning, retirement plan consulting, and insurance brokerage services. The firm employs a tailored investment process using fundamental, technical, and cyclical analysis and works with sub-advisers for model management and trading support.

James Booth is a financial advisor at Legacy Wealth Partners, LLC with 15 years of industry experience. He holds a Series 66 designation and previously worked at Aveo Capital Partners, Arbor Point Advisors, Securities America, and Kms Financial Services. Outside of his advisory role, he is a United Airlines pilot and a seasonal ski instructor for Alterra Mountain Company. Legacy Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, financial planning, retirement plan consulting, and insurance brokerage services. The firm employs a tailored investment process using fundamental, technical, and cyclical analysis and works with third-party sub-advisers for model management and trading.