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.

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 18 years of industry experience, currently serving at Legacy Wealth Management, LLC since 2007. He holds Series 63 and Series 66 licenses and 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 provides discretionary portfolio management and comprehensive financial planning for individuals, trusts, foundations, corporate pension plans, and government entities, utilizing globally diversified portfolios that combine active and passive strategies.

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 18 years of industry experience. She has been with Legacy Wealth Management, LLC in Memphis, TN since 2007. 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 across multiple asset types.

Nathan Powell is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Legacy Wealth Management, LLC since 2018. His prior experience includes roles at Securain Financial Services Inc and Minnesota Life Insurance Co, both since 2014, as well as Shoemaker Financial from 2014 to 2018. Legacy Wealth Management is an independent, employee-owned firm managing over $2.4 billion in assets for more than 1,400 clients. The firm offers discretionary portfolio management and comprehensive financial planning to individuals, trusts, foundations, corporate plans, and government entities, using a blend of actively and passively managed strategies within globally diversified portfolios.

Lawrence Epperly is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has worked at Legacy Wealth Management, LLC since 2017 and previously at PNC Bank from 2014 to 2017. 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, offering discretionary portfolio management and comprehensive financial planning with a globally diversified investment approach.

Daniel Kimbrough is a Series 65-licensed advisor at Legacy Wealth Management, LLC in Memphis, TN, with 11 years of industry experience. He has been with Legacy Wealth Management since 2014. Outside of financial advising, he operates a solo law practice focused on estate planning. Legacy Wealth Management is an independent, employee-owned advisory firm managing over $2.4 billion in assets for approximately 1,425 clients. The firm serves individuals, trusts, foundations, corporate pension plans, and government entities using globally diversified portfolios that combine active and passive strategies.

Brienne Jackson is a CFP® professional with 16 years of experience in financial advising. She has been with Legacy Wealth Management, LLC since 2008. 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 plans, and government entities, employing a globally diversified investment approach that combines active and passive strategies with specialized bond portfolio management.

Duncan Miller is a CFP® professional with 21 years of industry experience, currently serving at Legacy Wealth Management, LLC since 2000. He is based in Memphis, TN. 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 combining actively and passively managed strategies, with portfolio decisions made by client service teams and an investment committee.