The Legacy Financial Group, Inc.

Zachery Rearrick is a financial advisor at The Legacy Financial Group, Inc. He holds a Series 65 license and has two years of industry experience. His prior work experience includes roles at Bankers Life, Strohmaier Construction, Liberty Mutual, and Advantage Physical Therapy. The Legacy Financial Group, Inc. provides discretionary portfolio management, integrated financial planning, and pension consulting to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm manages approximately $590 million in client assets across about 317 client relationships and utilizes a long-term, asset-allocation investment approach based on Modern Portfolio Theory.

Keegan King is a financial advisor at The Legacy Financial Group, Inc. in Tulsa, Oklahoma, holding a Series 65 designation with six years of industry experience. His work history includes positions at The Legacy Financial Group and Bluestone, as well as a prior role at the University of Tulsa. The Legacy Financial Group provides discretionary portfolio management, integrated financial planning, and pension consulting to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm employs a long-term, asset-allocation investment approach based on Modern Portfolio Theory and serves approximately 317 client relationships with a team of eight advisors.

Cooper Stevenson is a financial advisor at The Legacy Financial Group, Inc. in Tulsa, OK, holding a Series 65 designation and beginning his industry career in 2023. His previous experience includes roles at Benson Financial Group and Family First Life. Stevenson is also licensed in life and health insurance. The Legacy Financial Group provides discretionary portfolio management, integrated financial planning, and pension consulting to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm emphasizes a long-term, diversified investment approach based on Modern Portfolio Theory and serves approximately 317 clients with around $590 million in assets under management.

Kevin King is a financial advisor at The Legacy Financial Group, Inc. in Tulsa, OK, holding a Series 65 designation with 24 years of industry experience. He has been with The Legacy Financial Group since 2005. The Legacy Financial Group, Inc. provides discretionary portfolio management, integrated financial planning, and pension consulting to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm manages approximately $590 million in client assets and employs a long-term, asset-allocation investment approach emphasizing diversification and risk/return tradeoffs.

Quentin Palmer is a financial advisor with The Legacy Financial Group, Inc. in Tulsa, OK. He holds a Series 65 designation and has prior work experience at Northwestern Mutual and Hood & Associate CPA, PC. Palmer is also licensed in life and health insurance. The Legacy Financial Group, Inc. provides discretionary portfolio management, financial planning, and pension consulting services to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm employs a long-term, asset-allocation investment approach based on Modern Portfolio Theory and offers coordinated planning across tax, estate, and risk management needs.

James Killingsworth is a CFP® professional with 12 years of industry experience, currently serving at The Legacy Financial Group, Inc. since 2017. His prior roles include positions at Stephen Streeter Moore and The AYCO Company, L.P./Mercer Allied. In addition to his advisory work, he holds licenses to provide life and health insurance. The Legacy Financial Group, Inc. offers discretionary portfolio management, integrated financial planning, and pension consulting to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm employs a long-term, asset-allocation approach grounded in Modern Portfolio Theory and uses quantitative tools to optimize and manage diversified portfolios.

Hayden Hunt is a Series 65 licensed financial advisor with The Legacy Financial Group, Inc. in Tulsa, OK. He has five years of prior experience at Texas Capital and has been with his current firm since 2025. The Legacy Financial Group, Inc. provides discretionary portfolio management, integrated financial planning, and pension consulting to individuals, businesses, trusts, foundations, and qualified retirement plans. The firm employs a long-term, asset-allocation investment approach based on Modern Portfolio Theory and serves approximately 317 client relationships with around $590 million in assets under management.

Lydia Carnett is a CFP® and holds a Series 66 license, currently serving as a financial advisor at The Legacy Financial Group, Inc. in Tulsa, OK, with three years of industry experience. Her prior roles include positions at Woodbury Financial Services Inc. and DP Financial & Tax. She is also licensed in life and accident and health insurance. The Legacy Financial Group, Inc. provides discretionary portfolio management, integrated financial planning, and pension consulting to a diverse client base including individuals, businesses, trusts, and qualified retirement plans. The firm employs a long-term, asset-allocation investment approach grounded in Modern Portfolio Theory, utilizing quantitative tools and a broad range of investment vehicles to support client financial goals.