Legacy Wealth Partners, LLC

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® professional with eight years of industry experience, currently serving at Legacy Wealth Partners, LLC. He previously worked at Aveo Capital Partners and Legacy Financial Partners, among other firms. Cameron is also licensed as an insurance agent, dedicating part of his time to insurance-related activities. Legacy Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, financial planning, retirement consulting, and insurance brokerage services. The firm uses a tailored investment approach with proprietary models and third-party sub-advisers to manage over $563 million in client assets.

Melissa Wagner is a financial advisor at Legacy Wealth Partners, LLC with 20 years of industry experience. She holds a Series 66 designation and has previously worked at DMK Advisors and Aveo Capital Partners. Outside of her advisory role, Wagner owns and consults for Red Rocks Planning Group, LLC, which operates in the gas and diesel industry. Legacy Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities, 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 utilizes proprietary models alongside third-party sub-advisers.

Kenneth Senour is a CFP® professional with 11 years of industry experience, currently serving at Legacy Wealth Partners, LLC. He has previously worked at Aveo Capital Partners, Millennial Wealth Management, Innovest Portfolio Solutions, and FIDELITY Brokerage Services. Senour is also licensed as an insurance agent and dedicates time to insurance activities including life and disability insurance. Legacy Wealth Partners serves individuals, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, financial planning, retirement consulting, and insurance brokerage services. The firm employs a tailored investment approach using fundamental, technical, and cyclical analysis, and collaborates with multiple sub-advisers for portfolio management and support.

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.